Roubini Sees AI Boom Offsetting Risks From Trump to Geopolitics

Even Nouriel Roubini is sounding bullish these days.

The economist — who rose to prominence for correctly predicting the 2008 financial crisis — is now betting that artificial intelligence will anchor a new era of US exceptionalism, lifting economic growth to as high as 4% by the end of the decade. Productivity is already accelerating and the gains from AI, he argues, could outweigh the combined drag of tariffs, fiscal risks and geopolitical shocks by a four-to-one ratio.

“Technology is first order,” Roubini said in an interview with Bloomberg Television Tuesday. “Everything else, including geopolitics, is second order.”