Roubini Discusses Iran War, Oil Shock, AI Boom

Nouriel Roubini, Chairman & CEO of Roubini Macro Associates, shared his perspectives on the geopolitical landscape and economic outlook. He discussed the potential for escalating the Iran war, leading to regime change, and its impact on oil prices. Contrary to some predictions, Roubini does not foresee a US or global recession. Instead, he anticipates a "tug-of-war" between stagflationary pressures and the growth stimulus from the ongoing global technology boom, particularly highlighting the AI sector's influence.