Drawing directly from his bestselling book, Roubini walks corporate audiences through the ten interconnected megathreats he believes will define the next decade: the mother-of-all debt crises, easy-money boom-bust cycles, demographic pressure, stagflation risk, currency instability, the end of globalization as we knew it, U.S.-China superpower rivalry, AI-driven labor disruption, climate shocks, and pandemic risk. What makes the talk land is that he does not just enumerate risks. He shows how each one amplifies the others, why policy responses designed for a single crisis fail when crises stack, and which sectors, regions, and asset classes are structurally more exposed. Roubini translates dense macro analysis into clear strategic implications for capital allocation, supply chain decisions, and risk management. He closes with a practical framework executives can use to stress-test their strategic plans against scenarios most planning departments are not modeling. This keynote is particularly valuable for C-suite leadership, board offsites, investor days, and institutional client events where the audience wants a credible, data-driven view of what could go wrong and how to prepare.

Roubini delivers his signature deep-dive on the global economy, built around the questions corporate leaders actually ask: Where are interest rates heading? Is the U.S. dollar’s reserve currency status eroding, and on what timeline? Is equity valuation rational or are we inflating another bubble? How do bond vigilantes, fiscal deficits, and central bank independence interact? Is a recession imminent, deferred, or off the table? He pairs real-time market signals with long-cycle historical context to separate noise from structural shifts. Audiences leave with a clear mental model for evaluating central bank decisions, reading the bond market, and interpreting the dollar’s trajectory, along with Roubini’s own base, upside, and downside scenarios for the next 12 to 24 months. The talk is calibrated for audiences that already operate in financial markets, CFOs, treasurers, investment committees, wealth advisors, and institutional investors, and has been delivered at forums including the World Economic Forum at Davos, Bloomberg events, and major bank client conferences.

In a pivot that surprises audiences who know him mainly as Dr. Doom, Roubini argues that artificial intelligence, combined with robotics, biotech, quantum computing, fusion energy, and new materials, could power a secular productivity boom that meaningfully lifts long-term growth. But he does not sugarcoat the risks. He examines whether current AI valuations are a bubble, which countries and companies are positioned to capture the upside, and how technological unemployment, energy demand, and U.S.-China competition over semiconductors and AI infrastructure could derail the story. Roubini maps how geopolitical fragmentation, export controls, tech sovereignty, and the race for compute are reshaping global capital flows and national security posture. For technology, telecom, industrial, and financial services audiences, this keynote provides a rigorous framework for making investment decisions at the intersection of macro and AI, and it gives leadership teams a vocabulary for discussing exposure, opportunity, and resilience as the global order reorganizes around the technologies of the future.

Roubini unpacks what he calls the end of the rules-based international order and the shift toward spheres of influence, trade wars, and strategic decoupling. He examines the U.S.-China rivalry, the weaponization of tariffs and sanctions, supply chain reshoring and friend-shoring, and what all of this means for corporate strategy. He addresses whether this is truly deglobalization or a more nuanced re-globalization through trusted partners, and he identifies which emerging markets stand to benefit and which will be squeezed. The talk is especially relevant for multinational companies navigating geopolitical risk in operations, procurement, and M&A planning. Audiences come away with a clearer view of how to build geopolitical resilience into their business model and how to reposition for a world where economics and national security are no longer separable.