Episodios

  • S1E80 - Should I Stay or Should I Go: What Market Volatility Tells Us About Economic Fundamentals and Policy

    S1E80 - Should I Stay or Should I Go: What Market Volatility Tells Us About Economic Fundamentals and Policy
    Aug 12 2024
    In this episode of Current Account, Clay is joined by Gregory Daco, Chief Economist at EY, to discuss recent developments in the U.S. economy, including recapping the recent market volatility and the reasoning behind it, impact and potential inflationary measures on the economy moving forward, upcoming decisions for the Federal Reserve, forecasting the future of the dollar and more.
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    25 m
  • S1E79 - U.S. Elections: The Summer of Bizarre

    S1E79 - U.S. Elections: The Summer of Bizarre
    Jul 29 2024

    In this episode of Current Account, Clay gives an update on the upcoming United States Presidential Elections on November 5th, following a number of developments in recent weeks. Clay discusses the impact of a variety of unprecedented events, including the attempted assassination of former President Donald Trump, sitting President Joe Biden backing down from seeking a second term in office, how current Vice President and presumptive Democratic nominee Kamala Harris will approach both picking a Vice-Presidential candidate, how these events may shape the Democratic National Convention in mid-August, what are considered to be the "swing" states in the election at this time, how Donald Trump will aim to appear to certain voter types and much more.
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    18 m
  • S1E78 - Sanctions Policy: Is Secondary Becoming Primary?

    S1E78 - Sanctions Policy: Is Secondary Becoming Primary?
    Jul 22 2024

    In this episode of Current Account, Clay is joined by Daniel Tannebaum, a Partner and Global Anti-Financial Crime Practice Leader at Oliver Wyman and Senior Fellow at the Atlantic Council, to provide a sanctions update amid the recent United States’s Office of Foreign Assets Control (OFAC) escalation of the December 2023 sanctions package on Russia. The episode begins with an explanation of what the new escalation package entails, before discussing the approaches of the G7 lending plan, the relationships of India and China with Russia in this context, how the upcoming U.S. Presidential Elections will play a role going forward and much more.

    Editor's note: This episode was taped on Friday, July 19th, 2024.
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    28 m
  • S1E77 - Liberty, Equality, No Clarity - Recap of the French Snap Elections

    S1E77 - Liberty, Equality, No Clarity - Recap of the French Snap Elections
    Jul 15 2024
    In this episode of Current Account, Clay is joined by Guillaume de Calignon, a Journalist at Les Echos - a French financial newspaper headquartered in Paris - to discuss the results and implications of the recent French snap elections. Clay and Guillaume discuss why President Macron called for the elections, the results leading to a coalition government, impact it may have on French economic policy, weighing investor and public uncertainty around the current government landscape, how this event is tied to the greater European Union, potential pathway until the French General Elections in 2027 and more.
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    31 m
  • S1E76 - The ECB Cuts Rates: Is the Last Kilometer Shorter than the Last Mile?

    S1E76 - The ECB Cuts Rates: Is the Last Kilometer Shorter than the Last Mile?
    Jun 17 2024

    In this episode of Current Account, Clay is joined by Marcelo Carvalho, Global Head of Economics at BNP Paribas CIB, to discuss the recent decision by the European Central Bank (ECB) to cut interest rates. The episode includes discussing the thought process by the .25% rate cut, an unprecedented aspect of the ECB's decision, whether more rate cuts are to come, how events in Europe may have impacted this decision and more.
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    26 m
  • S1E75 - You Can Count on Me Like 1-2-3... or Maybe You Can’t - Recapping the Indian, Mexican and South African Elections

    S1E75 - You Can Count on Me Like 1-2-3... or Maybe You Can’t - Recapping the Indian, Mexican and South African Elections
    Jun 10 2024
    In this episode of Current Account, Clay recaps a variety of recent and important elections across the globe. The episode includes results and implications from elections in Mexico, India and South Africa, and how President-Elect Claudia Sheinbaum, Prime Minister Narendra Modi and the ANC Party, respectively, will respond to the results.
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    14 m
  • S1E74 - The Yen: Down, Down, Down into the Ring of Fire?

    S1E74 - The Yen: Down, Down, Down into the Ring of Fire?
    May 6 2024

    In this episode of Current Account, Clay is joined by Rebecca Patterson, a globally recognized investor and economic researcher and former chief investment strategist with over 25 years of studying the intersections of politics and policy with financial markets, to discuss a variety of currency; namely the Yen, the Dollar and the Yuan. The discussion includes what developments the Japanese government has made around monetary policy, reason and impact of the Dollar's recent rise, the decline of the Yuan and what the ripple effects are, the impact of the upcoming U.S. Presidental Elections and much more.
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    30 m
  • S1E73 - AI-Yi-Yi: Deepening the Conversation about A.I. and the Financial Sector

    S1E73 - AI-Yi-Yi: Deepening the Conversation about A.I. and the Financial Sector
    Apr 29 2024

    In this episode of Current Account, Clay is joined by IIF's Managing Director of Digital Finance, Jessica Renier, to discuss developments in artificial intelligence and the implications for the financial sector. Clay and Jessica discuss key takeaways from expert discussions during the recent IMF/World Bank Spring meetings, implementation strategy for A.I. in the financial industry, how the relationship between A.I. and data may alter internal strategy, current and upcoming challenges, how the rapidly-changing field may develop in the future and more.
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    29 m