Nouriel Roubini

Drawing from his bestselling book, Roubini identifies ten interconnected global threats that are compounding to create unprecedented systemic risk: the mother of all debt crises, stagflation dynamics, deglobalization, AI disruption, demographic decline, geopolitical conflict, climate catastrophe, and more. He explains how these threats amplify each other, creating a "polycrisis" where traditional policy responses prove inadequate and cascading failures become more likely. Audiences learn frameworks for identifying systemic vulnerabilities in their own organizations and markets, strategies for building resilience when multiple threats emerge simultaneously, investment approaches that remain robust across different scenarios, and policy reforms needed to address interconnected risks. This session provides sophisticated understanding of how global systems interact and what organizations must do to survive disruption that transcends any single crisis.

Roubini shares lessons from accurately predicting the 2008 financial crisis and navigating subsequent economic turbulence, providing frameworks for making sound strategic decisions when facing unprecedented uncertainty. He addresses how to identify leading indicators that signal regime changes before consensus recognizes them, when to challenge market consensus versus when to follow it, how to stress-test strategies against low-probability but high-impact scenarios, and what investment principles remain valid when historical patterns break down. Business leaders learn practical approaches for scenario planning that accounts for tail risks, protecting portfolios when traditional diversification fails, and identifying opportunities that emerge specifically because of disruption. This session is essential for executives making major strategic commitments, investors allocating capital amid volatility, and boards overseeing risk management in turbulent times.

Roubini offers his contrarian yet well-researched perspective on cryptocurrency as a "mother of all scams and bubbles," explaining fundamental flaws in blockchain-based currencies while examining legitimate innovations in payment systems and monetary policy. He analyzes the rise of Central Bank Digital Currencies and what they mean for financial privacy, monetary sovereignty, and the international monetary system. He assesses whether the dollar's "exorbitant privilege" as global reserve currency is truly ending or if reports of its demise are premature. Audiences gain sophisticated understanding of cryptocurrency's actual use cases versus hype, how CBDCs could reshape banking and payments, what threatens or supports dollar dominance, and how businesses should position themselves as monetary systems evolve. This provocative session challenges both cryptocurrency enthusiasts and skeptics with rigorous economic analysis.

Roubini examines how intensifying US-China rivalry, the weaponization of trade and technology, and the fragmentation of global supply chains are reshaping economic fundamentals. He explores how geopolitical tensions drive deglobalization and reshoring trends, what this means for supply chain strategy and resilience, how technological decoupling between the US and China creates new competitive dynamics, and where regional conflicts including Russia-NATO tensions and Middle East instability create economic spillover effects. Leaders learn how to incorporate geopolitical risk assessment into strategic planning, identify sectors most vulnerable to supply chain disruption, and understand what policy responses governments are likely to pursue and their business implications. This session is critical for multinational corporations, investors with international exposure, and anyone whose business depends on global trade and technology flows that are increasingly subject to political considerations rather than pure market forces.