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 Federal Open Market Committee (“FOMC”) voted to hold rates steady at the last meeting at the end of April, and is seen as certain to hold once again at the 3.50%–3.75% range in the meeting next month.
May 26, 2026

Education - 2 min
For GCC families managing significant wealth, two priorities tend to define every serious investment conversation: protecting what has been built, and deploying capital in ways that align with their faith. For a long time, those two goals pulled against each other, especially when private equity (“PE”) entered the discussion.
May 21, 2026

General - 3 min
In a discussion with Abdulmohsin Al Omran, Founder and CEO of The Family Office, Robert F. Smith, Founder, Chairman, and CEO of Vista Equity Partners, unpacked the forces reshaping enterprise software, from the rise of agentic AI and the coming re-rating of software valuations to the GCC's strategic compute opportunity and what investors should be doing now. Below are the highlights of the webinar:
May 17, 2026