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

Education - 4 min
Wealth transfer is often approached as a financial and legal exercise. Families consider how assets should be held, protected, and eventually passed from one generation to the next. These decisions matter. Yet they address only one side of the transition. The next generation must also be prepared for the responsibilities that come with wealth. This can include understanding investments, participating in family decisions, managing shared assets, and carrying forward the family’s values and long-term priorities. A well-structured transfer can determine how wealth changes hands. Preparing heirs can influence what happens after it does.
Aug 5, 2026

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