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