In January, at Investing is a Sea by The Family Office, Roubini challenged the prevailing consensus on growth, markets, debt, and the dollar. The data has since validated each call. This session revisits those positions and explores what has shifted. Key discussion points include:
The outlook for the US and global economy in 2026.
American exceptionalism and the forces driving US outperformance.
US equities and the AI-driven growth cycle.
The sustainability of US fiscal and external debt.
The US dollar's reserve status and global currency dynamics.
Geopolitical developments and their implications for asset prices.

Professor of Economics and International Business, Stern School of Business, NYU.

Founder and CEO, The Family Office

General - 2 min
RIYADH, 20 September 2026 – Al Eqtisadiah has announced the inaugural edition of its annual forum, bringing business leaders, decision-makers, and Saudi and international experts to Riyadh on 5 October 2026 to examine how artificial intelligence is reshaping the economy and business models. Held under the theme “Our Economy and Artificial Intelligence,” the one-day event will take place at King Salman Science Oasis in strategic partnership with the Ministry of Communications and Information Technology, with The Family Office as the Exclusive Official Event Sponsor. The forum will focus on translating AI’s potential into tangible economic value.
Sep 22, 2026

Education - 4 min
As families build and preserve wealth over generations, generating sustainable income while managing risk becomes an important part of portfolio construction. Beyond traditional public markets, investors increasingly consider alternative income opportunities, including sukuk and private credit.
Sep 20, 2026

Market Insights - 3 min
Federal Reserve Chairman Kevin Warsh used his first Jackson Hole address as Chair to deliver a distinctly hawkish message: the 2% inflation objective is firm, credibility must be earned through results and persistent price pressures may still require action. He did not commit to a particular meeting decision. For investors, the lasting lesson remains not to predict harder, but to build portfolios that are less dependent on any single economic outcome.
Sep 13, 2026