Nouriel Roubini, chief economist and portfolio manager of the Atlas America Fund, discusses the evolving landscape of investment strategies in light of recent economic challenges. He critiques the 60/40 portfolio's failures during inflationary times and proposes innovative safe asset solutions. Roubini also examines the impact of potential future policies, U.S. economic outlook for 2025, and the complexities of adapting to a shifting dollar environment. His insights pave the way for new approaches amid rising stagflation and global economic uncertainty.

Nouriel Roubini, professor emeritus at NYU’s Stern School of Business, says that a confluence of trends – from skyrocketing public and private debt and bad monetary policies to demographic shifts and the rise of AI – are pushing the world toward catastrophe. He warns of those interconnected threats, but also has suggestions for how political and business leaders can prepare for and navigate through these challenges. He draws on decades of economic research as well as his experience accurately predicting, advising on, and observing responses to the 2008 global financial crisis, and he's the author of "Megathreats: Ten Dangerous Trends that Imperil our Future, and How to Survive Them.”

Economist Nouriel Roubini & financial analyst Stephen Miran discuss 'Activist Treasury Issuance', its impact on asset values, avoiding a recession, and potential divergence from the Fed's policy. They delve into the history of Treasury's policies and the implications of unconventional fiscal policy.

Nouriel Roubini, a renowned economist and author of "MegaThreats," discusses the grim economic outlook. He predicts a downturn worse than the 1970s due to ongoing supply shocks and high private sector debt. Central banks, he warns, will struggle to combat rising inflation as financial markets face mounting pressure. The conversation also touches on the need for digital transformation during these challenging times and highlights the urgent risks of a stagflationary debt crisis for both the U.S. and global economies.

Nouriel Roubini, a.ka. "Dr. Doom," became famous for predicting the 2008 global financial crisis. Now, he is back with another grim forecast, in his new book, "MegaThreats: Ten Dangerous Trends That Imperil Our Future, And How to Survive Them." He and Kara discuss the book, his prediction that we’re headed towards a stagflationary debt crisis, and US-China relations. Dr. Roubini also explains why cryptocurrency is fundamentally flawed (in fact, he thinks it’s less sophisticated than what the Flinstone’s had). Before the interview, Kara and Nayeema discuss Sheryl Sandberg’s new report, “Women in the Workplace,” a joint venture by her organization, Lean In, and McKinsey & Company. And they talk about China’s president Xi Jinping — who is leaning into a third term as General Secretary of the Chinese Communist Party.Follow us on Twitter @karaswisher and @nayeema to get the banter in real time!Learn more about your ad choices. Visit: podcastchoice.com/adchoices Learn more about your ad choices. Visit podcastchoices.com/adchoices

Sebastien Page, Chief Investment Officer at T. Rowe Price, shares insights on cautious investment strategies amidst market volatility. Adam Posen, head of the Peterson Institute, critiques current tariff policies and their role in economic dynamics. Nouriel Roubini, NYU Professor and CEO of Roubini Macro Associates, discusses China's AI advancements and their global market impacts. The trio explores how rising long-end rates and geopolitical tensions reshape investment landscapes and corporate culture while highlighting the transformative potential of AI on growth and productivity.

Nouriel Roubini, a macroeconomic expert and professor at NYU, shares insights on Bitcoin’s volatility, calling it a speculative asset. Eric Resnick, CEO of KSL Capital Partners, discusses the rebounding consumer confidence in the hospitality sector, particularly after the elections, and the implications of labor market trends. Both guests emphasize the need to navigate economic uncertainties and regulatory challenges as the industry recovers from the pandemic, highlighting emerging investment opportunities in travel and leisure.

Nouriel Roubini, a prominent economist known for predicting the 2008 financial crisis, joins the discussion with insights on potential 8% interest rates by 2030 and alarming predictions of 80% unemployment by 2045. He explores the implications of geopolitical tensions on U.S. economic stability, the contrasting K-shaped recovery, and the impact of automation on job markets. Roubini also dives into investment strategies amidst rising inflation, cautioning against the volatility of cryptocurrencies while advocating for safer asset classes.

Nouriel Roubini, NYU Stern School of Business Professor Emeritus and Senior Advisor at Hudson Bay Capital, shares insights on the evolving landscape of AI and its economic implications. He argues that DeepSeek's AI disruptions could positively impact U.S. markets. Roubini highlights the stark realities of job displacement due to AI and anticipates that the U.S. will dictate global tech regulations. The discussion also touches on the geopolitical rivalry with China and the need for effective governance to navigate these changes.

Nouriel Roubini, Chairman and CEO of Roubini Macro Associates, dives into the unpredictable world of global economic policy. He outlines the potential consequences of past leadership decisions, revealing their mixed impacts on growth and inflation. The discussion shifts to the complex role of tariffs in the U.S. and their global impact, especially against the backdrop of rising tensions with China and Europe. Roubini also analyzes Europe's economic challenges amid political instability and examines Bitcoin's volatility, questioning its future as a reliable currency.