Diane Brady talks to economist Nouriel Roubini, Carlyle's David Rubenstein, and Kraken's Arjun Sethi

Photo: David Rubenstein, co-founder of Carlyle Group Inc., during an Economic Club of Washington event in Washington, DC, US, on Thursday, May 15, 2025. Representative Jason Smith claimed that the $1.5 trillion of spending cuts penciled in for the tax bill, if followed through on, would be the largest reduction of any bill in legislative history and disputed critics saying tax cuts will balloon the deficit, arguing that spending is the problem. Photographer: Graeme Sloan/Bloomberg via Getty Images (Credit: Graeme Sloan—Bloomberg via Getty Images)

• In today’s CEO Daily: Diane Brady talks to economist Nouriel Roubini, Carlyle’s David Rubenstein, and Kraken’s Arjun Sethi.
• The big story: Tariff deadline looms.
• The markets: Mixed.
• Analyst notes from UBS on U.S. fiscal stability, Goldman Sachs on global markets, and Pantheon Macroeconomics on consumer spending.
• Plus: All the news and watercooler chat from Fortune.

Good morning, I’m just back from the Aspen Ideas Festival, where I had an opportunity to speak with many thought-provoking leaders about how they’re navigating this climate. I’ll share some of those insights later this week. For today, I want to highlight a conversation I had with noted economist Nouriel Roubini; Carlyle Group co-founder and co-chair David Rubenstein; and Arjun Sethi, co-CEO of the crypto exchange Kraken. The topic: What wealth will look like tomorrow.