Episode 151 – The Fast and the Furious 5.1 — Fueling Up for Frontier AI
As frontier AI models become more powerful, concerns about cybersecurity risks are moving to the forefront of policy and business discussions. In this episode of Current Account, Clay is joined by Martin Boer, General Manager and Chief Representative for Europe at the IIF, to examine how advances …
Episode 152 – Jaw-Jaw or War-War? — An Update on Iran
The conflict involving Iran has entered another period of uncertainty, with diplomatic efforts faltering and regional tensions rising once again. In this episode of Current Account, Clay is joined by Hal Brands, professor at the Johns Hopkins School of Advanced International Studies and columnist …
Episode 153 – The Show Must Go On — Recapping the 2026 NATO Summit
As geopolitical tensions reshape security priorities across the Atlantic, defense has become an increasingly important economic and financial issue. In this episode of Current Account, Clay Lowery is joined by Dr. Torrey Taussig, Director of and a Senior Fellow at the Transatlantic Security Initia…
Episode 154 – The Long and Winding Road — EU Competitiveness and Basel III
Can regulators promote growth and competitiveness while preserving financial stability? In this episode of Current Account, Clay is joined by IIF's Kyle Grieser, Director, Regulatory Affairs, and Miguel Lobo, Policy Advisor, to examine two major developments shaping the future of banking regulatio…
Episode 155 – Here You Come Again, Higher Yields (Jackson Hole Edition)
As markets return from the summer with a series of surprises, investors are grappling with a changing economic landscape. In this episode of Current Account, Clay is joined by Marcello Estevão, Chief Economist and Managing Director at the IIF, to unpack three of the biggest stories shaping global …
Episode 156 – Winter Has Come — U.S.-Canada Trade Relations Update
The relationship between the United States and Canada has long been defined by deep economic ties, shared security interests, and highly integrated supply chains. In this episode of Current Account, Clay is joined by Michael von Herff, Founder and Managing Partner of PAA Advisory, to examine the r…
Episode 157 – Deterrence Is in the Eye of the Beholder - The Emergence of Defense Finance
Defense finance is rapidly moving from a niche policy topic to a central challenge for governments, investors, and financial institutions. In this episode of Current Account, Clay is joined by Wendy Gilmour, Vice Chair of the Conference of Defence Associations Institute and former NATO Assistant S…
Episode 158 – Interdependence Strikes Back — Breaking Down the U.S.-China Summit
As the world’s two largest economies navigate an increasingly complex relationship, the second 2026 summit between U.S. President Donald Trump and Chinese President Xi Jinping last week offered a fresh window into the future of competition and cooperation between Washington and Beijing.
In this e…
Episode 159 – A Wave, a Tsunami, or Something In Between? — Previewing the U.S. Midterms
With the U.S. midterm elections just weeks away, control of Congress hangs in the balance amid growing voter frustration over the economy, affordability, and the direction of the country. In this episode of Current Account, Clay Lowery is joined by Amy Walter, Publisher and Editor-in-Chief of The …
Episode 160 – One Week in Bangkok — Kicking Off the IIF/IMF/World Bank Annual Meetings
As global financial leaders gather in Bangkok, attention is turning to the opportunities and challenges shaping Thailand and Southeast Asia. In this episode of Current Account, Clay is joined by Randy Thanthong-Knight, Bangkok Bureau Chief at Bloomberg News, to preview the conversations surroundin…
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