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

Market Insights - 3 min
The decision to hold rates steady at 3.5% - 3.75% at last month’s Federal Open Market Committee (FOMC) meeting was both unanimous and widely expected. It is more or less certain that the upcoming July meeting will see rates, once again, held where they are.
Jul 19, 2026

Education - 2 min
For decades, diversification has been one of the foundational principles of investing. The traditional approach often focused on spreading capital across asset classes such as equities, fixed income, real estate, and cash. Yet today's investment landscape is increasingly shaped by geopolitical shifts, changing economic conditions, evolving technologies, and currency movements. As a result, diversification is becoming more multidimensional.
Jul 9, 2026

Education - 2 min
Compounding is often described as one of the most powerful forces in investing. Over time, investment gains can generate additional gains, creating growth that builds upon itself. Yet compounding is not driven by time alone. It relies on discipline, consistency, and thoughtful portfolio construction. In an environment marked by market volatility, geopolitical uncertainty, and shifting economic conditions, investors may feel tempted to react to short-term events. However, successful investing has often been less about predicting markets and more about maintaining a long-term perspective. At The Family Office, we believe that harnessing the power of compounding rests on three key principles: investing early, investing regularly, and investing wisely.
Jul 2, 2026