Bloomberg Surveillance Investors Navigate AI Disruption Fears
12 snips
Feb 18, 2026 
Jay Timmons, President and CEO of the National Association of Manufacturers, outlines manufacturing trends, workforce gaps and reshoring pressures. Nouriel Roubini, noted macroeconomist, discusses inflation, tariffs, AI-driven investment shifts and global risks. They debate AI's impact on capital flows, skilled labor needs, trade policy and the outlook for U.S. growth and industrial strategy.
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Episode notes
Gulf Travels Highlight Iran Concerns
- Roubini recounts recent travel across Saudi Arabia, Israel, Dubai and Abu Dhabi to gauge regional sentiment.
- He found foremost concern was potential conflict between Israel/U.S. and Iran.
Adopt An AI Strategy Or Be Disrupted
- Roubini urges every S&P 500 firm to adopt an AI strategy or risk disruption.
- He notes rising capex and margin gains show many firms are already implementing AI.
Expand Skilled Immigration For Tech Growth
- Roubini recommends more skilled immigration and expanded H-1B visas to fill shortages for advanced tech projects.
- He warns U.S. growth can accelerate without migration but skilled labor bottlenecks remain real.
