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Current Account with Clay Lowery

Institute of International Finance
China
Taiwan
United States
Emerging Markets
Global Debt
Kuomintang
Democratic Progressive Party
Sovereign Debt Sustainability Act
Spring Meetings Week
Donald Trump
Ukraine
Russia
Council On Foreign Relations
Geopolitics
Government Deficits
Sovereign Debt
Japan
Silicon Valley Bank
Israel
Hamas

Each week, Clay Lowery at the Institute of International Finance highlights current issues in international finance and economics through the lens of U.S. policy and politics. Clay and his guests explain what to watch in the coming week, and deep-dive into some of the most important topics facing the financial industry, and our world.

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Latest Episodes

In this episode of Current Account, Clay is joined by Kezia McKeague, Regional Director for Latin America at McLarty Associates and IIF's Martín Castellano, Head of Latin America Research, to unpack the results and implications of Argentina’s recent ... more

In this episode of Current Account, Clay is joined by Gracelin Baskaran, Director of the Critical Minerals Security Program at the Center for Strategic and International Studies (CSIS), to discuss a topic on the rise: critical minerals and rare earth... more

In this episode of Current Account, Clay talks to Sim Tshabalala, Group Chief Executive Officer of the Standard Bank Group and Chair of the B20 South Africa Finance & Infrastructure Task Force, to discuss a variety of topics within the G20 and B20 ag... more

In this episode of Current Account, Clay previews a variety of themes and topics poised to be the center of many discussions during the upcoming 2025 IIF Annual Membership Meeting and IMF/World Bank Annual Meetings.

Clay breaks down the major theme... more

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Recent Guests

Kezia McKeague
Regional Director for Latin America at McLarty Associates, with over 15 years of experience on policy and business issues in Latin America.
McLarty Associates
Episode: Episode 124 – Argentina's Midterms - Will This Time be Different?
Martín Castellano
Head of Latin American Research at IIF, previously served at the Central Bank of Argentina doing macroeconomic research.
Institute of International Finance (IIF)
Episode: Episode 124 – Argentina's Midterms - Will This Time be Different?
Dr. Gracelin Baskaran
Director of Critical Minerals Security Program at CSIS, a mining economist with over a decade of experience working on critical minerals globally.
Center for Strategic and International Studies
Episode: Episode 123 – I’ll Take Mine Rare — Critical Minerals Negotiations with China
Sim Tshabalala
CEO of Standard Bank Group and Chair of the B20 Finance & Infrastructure Task Force
Standard Bank Group
Episode: Episode 122 – A New Equilibrium - G20 Priorities with Chair Sim Tshabalala
Ziad Haidar
Partner and Global Director of Geopolitics at McKinsey
McKinsey
Episode: Episode 120 – One Ring (Fence) to Rule Them All - A Discussion on Geopolitical and Geoeconomic Risk
Andrés Portilla
Managing Director at IIF
Institute of International Finance
Episode: Episode 118 – It's a bird! It's a plane! No, it's Supervision! - Talking Recent Developments in Banking Supervision
Katie Rismanchi
Deputy Director at IIF
Institute of International Finance
Episode: Episode 118 – It's a bird! It's a plane! No, it's Supervision! - Talking Recent Developments in Banking Supervision
Scott Lee
Deputy Director and Senior Council of Digital Finance
Institute of International Finance
Episode: Episode 117 – What Do Onions, Movie Tickets and Stablecoins Have in Common? - A Discussion on Digital Asset Legislation and Regulation
Don Kohn
Robert Roosa Chair in International Economics and a Senior Fellow at the Brookings Institution, former Vice Chairman of the Federal Reserve
Brookings Institution
Episode: Episode 116 – This One Goes Up to 11 - Pressure on the Federal Reserve

Host

Clay Lowery
Host of Current Account, focused on highlighting current issues in international finance and economics through the lens of U.S. policy and politics.

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Talking Points

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Episode 122 – A New Equilibrium - G20 Priorities with Chair Sim Tshabalala
Q: How do you see the transition of the G20 from South Africa to the United States?
Sim mentions ongoing constructive dialogues and positive developments like the reinstatement of PEPFAR, indicating hope for continued collaboration between the two countries.
Episode 122 – A New Equilibrium - G20 Priorities with Chair Sim Tshabalala
Q: What have you been hearing this week?
Sim expresses a sense of hope about the resilience of the global economy, noting surprisingly positive impacts of geopolitics and geoeconomics.
Episode 123 – I’ll Take Mine Rare — Critical Minerals Negotiations with China
Q: Did China perhaps take it too far with their recent trade restrictions?
Yes, they overplayed their hand, which may have mobilized other nations to cooperate against China's dominance in the mineral markets.
Episode 123 – I’ll Take Mine Rare — Critical Minerals Negotiations with China
Q: How did China become such a monopolist in the critical minerals space?
The U.S. kind of fell asleep in the mining sector, closing key agencies and allowing China to step in with strategic policies and investments.
Episode 120 – One Ring (Fence) to Rule Them All - A Discussion on Geopolitical and Geoeconomic Risk
Q: What are practical steps that companies can take to either build up resilience or to mitigate these risks?
Ziad suggests that companies should establish dedicated geopolitics units and develop a more structured approach to oversight and scenario planning.

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Frequently Asked Questions About Current Account

What is Current Account about and what kind of topics does it cover?

The episodes provide insight into vital topics regarding international finance, critical minerals security, the global economy, digital assets, and geopolitical risks. A unique focus is placed on how U.S. policies and political landscapes impact these areas, with discussions exploring the challenges and trends shaping the financial industry. Frequent guests include industry leaders and experts who share valuable perspectives on economic policy, regulation, and market dynamics. Noteworthy themes persist throughout the discussions, including the implications of geopolitical relations, banking supervision, and innovations in digital finance, which are critical for listeners seeking to deepen their understanding of current economic affairs.

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1. Trumponomics
2. ChinaTalk
3. The Asia Chessboard
4. Ones and Tooze
5. GZERO World with Ian Bremmer

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Current Account launched 4 years ago and published 125 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Current Account?

Recent guests on Current Account include:

1. Kezia McKeague
2. Martín Castellano
3. Dr. Gracelin Baskaran
4. Sim Tshabalala
5. Ziad Haidar
6. Andrés Portilla
7. Katie Rismanchi
8. Scott Lee

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