Episode 121 – Growth and Innovation in an Uncertain World - Previewing the 2025 Annual Meetings
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 themes from the upcoming meetings into three main categories: (1) Risks, such as geopolitical risk, policy uncertainty and the rise of global debt; (2) Opportunities, including the rise of gold, increased role of artificial intelligence and further developments in digital asset expansion and regulation; and (3) Potential Institutional Issues, highlighted by the role and demand for critical minerals, shifts in supply chains and tariff implications, a call for simplification in the realm of supervision and regulation, and region-specific issues - as recently brought to light in Argentina.
Click here for more information on the 2025 IIF Annual Membership Meeting.
IIF Members can watch the "Countdown to the AMM!" here.
This IIF Podcast was hosted by Clay Lowery, Executive Vice President, Research and Policy, with production and research contributions from Christian Klein, Digital Graphics and Production Associate and Miranda Silverman, Senior Program Assistant.
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Episode 120 – One Ring (Fence) to Rule Them All - A Discussion on Geopolitical and Geoeconomic Risk
In this episode of Current Account, Clay is joined by Ziad Haider, Partner and Global Director of Geopolitics, Singapore, McKinsey & Co., to discuss one of the most important topics in the financial services industry: Geopolitics.
Clay and Ziad begin the podcast by detailing the increased prominence of geopolitics in recent years, before discussing the role of resilience for financial services firms, what risks are front of mind in the near future, preparation approaches for dealing with risks that are unpredictable in nature, whether geopolitics will become a permanent risk to monitor, or not, and much more.
This IIF Podcast was hosted by Clay Lowery, Executive Vice President, Research and Policy, with production and research contributions from Christian Klein, Digital Graphics and Production Associate and Miranda Silverman, Senior Program Assistant.
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Episode 119 – O Fortuna — The Fed Cuts Rates While Facing Two-Sided Risk
In this episode of Current Account, Clay is joined by IIF's Managing Director and Chief Economist, Marcello Estevão, to give an update on the Federal Reserve and discuss its recent decision to make a 25-basis point rate cut. Clay and Marcello begin by discussing the rate cut and what it signifies for the U.S. economy as a whole, including the state of inflation, unemployment and overall growth.
The discussion then shifts to answering forward-looking questions: What does this rate cut mean for the economy? How will this impact policymaking, wage pressure, and labor fragmentation?
Finally, Clay and Marcello discuss how the Fed - specifically Chair Jerome Powell - may view the labor market and what moves may come from other global markets following the most recent rate cut.
This IIF Podcast was hosted by Clay Lowery, Executive Vice President, Research and Policy, with production and research contributions from Christian Klein, Digital Graphics and Production Associate and Miranda Silverman, Senior Program Assistant.
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Episode 118 – It's a bird! It's a plane! No, it's Supervision! - Talking Recent Developments in Banking Supervision
In this episode of Current Account, Clay is joined by IIF's Andrés Portilla, Managing Director of Regulatory Affairs, and Katie Rismanchi, Deputy Director of Regulatory Affairs, to talk about banking supervision - namely developments and recent trends in how supervision is approached across the globe. The discussion begins with a key question: Why is banking supervision important?
The podcast continues with a discussion on the response to supervisory turmoil in recent years, issues and flaws within current supervisory procedures and processes, potential solutions to aid in increased supervisory effectiveness and transparency, how progress can be - and may already have been - measured and much more.
For more information about this topic, read the IIF's recent paper on supervisory effectiveness here.
This IIF Podcast was hosted by Clay Lowery, Executive Vice President, Research and Policy, with production and research contributions from Christian Klein, Digital Graphics and Production Associate and Miranda Silverman, Senior Program Assistant.
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Episode 117 – What Do Onions, Movie Tickets and Stablecoins Have in Common? - A Discussion on Digital Asset Legislation and Regulation
In this episode of Current Account, Clay is joined by Scott Lee, IIF's Deputy Director and Senior Counsel in the Digital Finance department, to discuss recent developments in the world of digital asset regulation and legislation. Clay and Scott begin with the status and background on three pieces of digital asset legislation in the U.S.: The GENIUS Act, the CLARITY Act and the Anti-CBDC Surveillance State Act.
Afterwards, the discussion shifts to the role of the Securities and Exchange Commission (SEC) and Commodity Futures Trading Commission (CFTC) in balancing regulatory authority, how jurisdictions outside of the U.S. are approaching digital asset regulation, what key signs are to come on the horizon and much more.
This IIF Podcast was hosted by Clay Lowery, Executive Vice President, Research and Policy, with production and research contributions from Christian Klein, Digital Graphics and Production Associate and Miranda Silverman, Senior Program Assistant.
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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