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The last pre-conflict shipments have now reached their destinations, yet the Strait of Hormuz remains closed. As the supply crunch hits the global economy, what's going to happen next? Which regions and industries are the most severely affected? And what does this mean for the global economic outlook in May 2026?
This is the full audio from a studio discussion recorded on 27 May 2026.
Speakers:
Saadia Zahidi, Managing Director, World Economic Forum
Svenja Gudell, Chief Economist, Indeed
Rita Babihuga-Nsanze, Chief Economist, Africa Finance Corporation
Thomas-Olivier Léautier, Chief Economist, TotalEnergies
Links:
Chief Economists Outlook May 2026: https://www.weforum.org/publications/chief-economists-outlook-may-2026
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AI Infrastructure in the Age of Sovereignty: Requirements, Strategies and a Trusted Framework for Digital Embassies is a report co-drafted with Bain & Company and published on 11 May, 2026.
This webinar explores how economies can pursue AI sovereignty along a spectrum of strategies, from trusted international partnerships to extensive domestic ownership, depending on their local capabilities. The discussion examines why choices around compute, connectivity and data storage are increasingly central to long-term resilience and AI competitiveness.
A core focus is what these choices look like in practice: how different approaches along the spectrum can be translated into credible strategies, what shared infrastructure arrangements require, and how digital embassies can serve as an option for extending sovereign AI infrastructure beyond national borders.
This is the full audio from a webinar recorded on 12 May, 2026.
Speakers:
Samira Gazzane, Policy Lead, Future-Ready Economies, World Economic Forum (In Person)
Cathy Li, Head, Centre for AI Excellence; Member, Executive Committee, World Economic Forum (In Person)
Florian Mueller, Senior Partner and Head, AI, Insights & Solutions for EMEA, Bain & Company (In Person)
Ann Marie Lavigne, Vice-President, Strategic Initiatives, Snowflake
Sean Kask, Chief AI Strategy Officer, SAP (Online)
Ali Al Amine, Chief Commercial Officer, G42 International (Online)
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Technological revolutions, a reset in supply chains and soaring stock markets, these are not just characteristics of today's economy. In the 1920s, electrification, the automobile and assembly lines changed the economic landscape.
What parallels exist between this decade and the 1920s and what could we learn from them for the future of the global economy?Speakers:
Andrew R. Sorkin, Editor-at-Large; Columnist, New York Times
Laurence D. Fink, Chair and CEO, BlackRock; Co-Chair, World Economic Forum, BlackRock
Christine Lagarde, President, European Central Bank
Adam Tooze, Director, European Institute, Columbia University
Ken Griffin, Founder and CEO, Citadel LLC
This is the full audio from a session at the Annual Meeting 2026 in Davos. Watch it here: https://www.weforum.org/meetings/world-economic-forum-annual-meeting-2026/sessions/decade-deja-vu-are-the-2020s-the-new-1920s/
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A discussion centred on the launch of the Second Technology Convergence Report on April 28, 2026, highlighting key findings and industry implications. The session shares actionable insights for scaling convergent technologies, building on the foundational work established in the first year.
Speakers:
Connie Kuang, Initiatives Lead, Technology Convergence, Centre for AI Excellence
Cathy Li, Head, Centre for AI Excellence
Kary Bheemaiah, Vice-President and Chief Technology Innovation Officer, Capgemini Invent
Technology Convergence ReportLinks:
Technology Convergence: The New Logic for Competitive Advantage: https://www.weforum.org/publications/technology-convergence-report-2026/
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Cultural leaders and science experts come together to explore the act of doing and of making do with what is at hand to create something new.
Speakers:
Thijs Biersteker, Artist and Founder, The Woven Foundation
Fabiola Gianotti, Physicist, Director-General, European Organization for Nuclear Research (CERN) (2016-2025)
Priyamvada Natarajan, Joseph S. and Sophia S. Fruton Professor of Astronomy and Professor of Physics, Yale University
Nomzamo Mbatha, Actress and Founder, Nomzamo Lighthouse Foundation
Caroline Lustenberger, Head of Sleep Lab, R&D Scientist, Co-founder of Herencia Solutions AG, ETH Zurich
This is the full audio from a session at the Annual Meeting 2026 in Davos.
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Forecasts of AI's impact on productivity vary widely, from those projecting a 15% boost in labour output across advanced economies to warnings that as many as 92 million jobs could vanish globally by 2030.
Generative AI will transform work as we know it, but will that transformation lead to shared prosperity or widening exclusion? How can we prevent productivity gains from masking a much bleaker economic picture.
Speakers:
Jonas Prising, Chair and Chief Executive Officer, ManpowerGroup
Elizabeth Shuler, President, American Federation of Labor and Congress of Industrial Organizations (AFL-CIO)
Laura D'Andrea Tyson, Distinguished Professor of the Graduate School, Haas School of Business, University of California, Berkeley
Valdis Dombrovskis, Commissioner for Economy and Productivity, Implementation and Simplification, European Commission
Erik Brynjolfsson, Jerry Yang and Akiko Yamazaki Professor; Director, Digital Economy Lab, Stanford University
Ravi Kumar, Chief Executive Officer, Cognizant
This is the full audio from a session at the Annual Meeting 2026 in Davos. Watch it here: https://www.weforum.org/meetings/world-economic-forum-annual-meeting-2026/sessions/preventing-jobless-growth/
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The Nobel Prize in Economics 2025 recognized research showing that long-term growth depends on a relentless cycle of innovation replacing the old and creating the new. In a world marked by uncertainty, fragmentation and technological disruption, this insight feels more relevant than ever.
Can the principles of creative renewal be turned into practical strategies for growth?
Speakers:
Saadia Zahidi, Managing Director, World Economic Forum
Peter Howitt, Professor Emeritus, Brown University
Philippe Aghion, Professor of Economics, INSEADThis is the full audio from a session at the Annual Meeting 2026 in Davos. Watch it here:
https://www.weforum.org/meetings/world-economic-forum-annual-meeting-2026/sessions/return-of-creative-destruction/
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Growth in Latin America has stagnated at around 2% as the region strives to develop a more diversified economy and boost investment and productivity. Geoeconomic tensions are spreading and major powers are vying for influence over Latin America.
With economic policy shifts in the region under way, how can it really deliver meaningful growth?Speakers:
Esther Dweck, Minister of Management and Innovation in Public Services, Ministry of Management and Innovation in Public Services of Brazil
James Scriven, Chief Executive Officer, IDB Invest
Julio Velarde, Governor, Central Bank of Peru
Altagracia Gomez Sierra, Coordinator, Regional Economic Development and Relocation Advisory Council, Office of the Presidency of Mexico
Juan Carlos Mora, Chief Executive Officer, Bancolombia
Gillian R. Tett, Provost, King's College, University of Cambridge
This is the full audio from a session at the Annual Meeting 2026 in Davos. Watch it here: https://www.weforum.org/meetings/world-economic-forum-annual-meeting-2026/sessions/breaking-latin-america-s-growth-ceiling/
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The ongoing war in the Middle East is rapidly emerging as an unprecedented shock to the global economy, sending tremors through energy markets, supply chains and financial systems already strained by years of volatility.
This is the full audio from a studio session on March 31, 2026, where four leading chief economists examined those questions and provided insights into what's next for the global economy.
Read more about it here: https://www.weforum.org/stories/2026/04/chief-economists-global-economic-outlook-march-2026/Speakers:
Forum Managing Director Saadia Zahidi
Saad Rahim, Chief Economist, Trafigura
Razia Khan, Chief Economist & Head of Research, Middle East & Africa, Standard Chartered Bank
Maximo Torero, Chief Economist, Food and Agriculture Organization (FAO) of the United Nations
Ludovic Subran, Chief Investment Officer of Allianz
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AI systems are advancing faster than expected and the next few years could redefine what we mean by intelligence. Will progress continue through scale alone, or are new breakthroughs in algorithms, data and agentic interaction needed to reshape the path ahead?
As models begin to learn, plan and act in digital and physical environments, what kind of intelligence are we creating and how will it shape humanity?
Speakers:
Nicholas Thompson, Chief Executive Officer, The Atlantic
Eric Xing, President, Mohamed bin Zayed University of Artificial Intelligence (MBZUAI)
Yoshua Bengio, Full Professor, University of Montreal Yuval Noah Harari, Distinguished Research Fellow, Centre for the Study of Existential Risk Yejin Choi, Professor and Senior Fellow, Stanford UniversityThis is the full audio from a session at the Annual Meeting 2026 in Davos. Watch it here: https://www.weforum.org/meetings/world-economic-forum-annual-meeting-2026/sessions/next-phase-of-intelligence/
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Global stocks hit record highs in 2025, fuelled by the AI boom and investor optimism in future areas for growth.
However, as geoeconomic uncertainty persists, along with perceived over-exuberance for select sectors, is investor optimism justified or are we in a bubble about to burst?
Speakers:
Mark Benedetti, Executive President, Ardian
Gita Gopinath, Gregory and Ania Coffey Professor of Economics, Harvard University
Jonathan Ferro, Anchor, Bloomberg
Bonnie Y Chan, Chief Executive Officer, Hong Kong Exchanges and Clearing (HKEX)
Sergio P. Ermotti, Group Chief Executive Officer, UBS
Robin Vince, Chief Executive Officer, BNY
This is the full audio from a session at the Annual Meeting 2026 in Davos. Watch it here: https://www.weforum.org/meetings/world-economic-forum-annual-meeting-2026/sessions/are-markets-mispricing-the-future/
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As AI reshapes industries, trade tensions deepen and societies adjust to new realities, the new economy inspires both hope and unease.
A conversation with Dara Khosrowshahi, Chief Executive Officer of Uber Technologies, on seeing beyond today's short-term pressures and imagining how the new economy can work for everyone.
Speakers:Dara Khosrowshahi, Chief Executive Officer, Uber Technologies
Stephanie Flanders, Head, Economics and Government, Bloomberg LP
This is the full audio from a session at the Annual Meeting 2026. Watch it here: https://www.weforum.org/meetings/world-economic-forum-annual-meeting-2026/sessions/an-honest-conversation-on-the-hopes-and-anxieties-of-the-new-economy/
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What choices must we make today to build a future balanced between technological innovation and humanity?
Explore and discuss how a history of the future offers lessons for navigating the transformative age of AI.
Speakers:
Yuval Noah Harari, Distinguished Research Fellow, Centre for the Study of Existential Risk
Irene Tracey, Vice-Chancellor, University of OxfordThis is the full audio from a session at the Annual Meeting 2026 in Davos. Watch it here: https://www.weforum.org/meetings/world-economic-forum-annual-meeting-2026/sessions/an-honest-conversation-on-ai-and-humanity-ca19ea8c96/
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Progress is often assumed to be inevitable, yet history tells a different story. Periods of transformation have repeatedly shown how quickly momentum can stall or reverse.
Carl-Benedikt Frey, Associate Professor at the Oxford Internet Institute and Director of Future of Work at Oxford Martin School speaks at the World Economic Forum's Annual Meeting 2026 on why some societies sustain progress over time while others see it stall.You can watch his talk here: https://www.weforum.org/meetings/world-economic-forum-annual-meeting-2026/sessions/progress-is-not-inevitable/
Coming soon: hear Carl-Benedikt Frey interviewed on our sister podcast, Radio Davos: https://www.weforum.org/podcasts/radio-davos/episodes/carl-benedikt-frey-AI-work-jobs-economicsCheck out all our podcasts on wef.ch/podcasts:
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Digital embassies offer an emerging model that allows nations to extend sovereign digital infrastructure beyond their borders while maintaining control over data, compute and governance. However, establishing such arrangements requires political alignment, legal clarity and robust technical and operational safeguards.
The Digital Embassy Framework, spearheaded by the World Economic Forum and co-developed with stakeholders, will provide a shared baseline for designing, governing and operating trusted digital embassies worldwide.This is the full audio from a session at the Annual Meeting 2026 in Davos. Watch it here: https://www.weforum.org/meetings/world-economic-forum-annual-meeting-2026/sessions/digital-embassies-for-sovereign-ai/
Speakers:
Gobind Singh Deo, Minister of Digital, Malaysia Government
Cathy Li, Head, Centre for AI Excellence; Member of the Executive Committee, World Economic Forum
Alexandre Fasel, State Secretary for Foreign Affairs, State Secretariat of Foreign Affairs of Switzerland
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Leading AI nations are racing to preserve dominance while new contenders rise and others struggle to break dependence on foreign capabilities.
As alliances reshape the balance of power, how is AI redefining the path to economic growth and global influence?
This is the full audio from a session at the Annual Meeting 2026 in Davos. Watch it here:
https://www.weforum.org/meetings/world-economic-forum-annual-meeting-2026/sessions/ai-power-play/
Speakers:
Brad Smith, Vice-Chair and President, Microsoft
Ian Bremmer, President and Founder, Eurasia Group
Kristalina Georgieva, Managing Director, International Monetary Fund (IMF)
Khalid Al-Falih, Minister of Investment, Ministry of Investment of Saudi Arabia
Ashwini Vaishnaw, Minister of Electronics and Information Technology, Minister of Railways, and Minister of Information and Broadcasting of India, Ministry of Electronics and Information Technology of India
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As geopolitical tensions intensify, security considerations are reshaping economic policy, production and fiscal priorities worldwide.
This session explores how governments are adapting to an era defined by conflict risk and strategic competition. How can economies meet rising security demands without sacrificing long-term growth and stability?This is the full audio from a session at the Annual Meeting 2026 in Davos. Watch it here:
https://www.weforum.org/meetings/world-economic-forum-annual-meeting-2026/sessions/geopolitical-risk-outlook-for-2026/
Speakers:
Jane Harman, Chair, Commission on the National Defense Strategy (USA)
Eswar Prasad, Professor, Cornell University
Wolfgang Ischinger, President, Munich Security Conference Foundation Council
Elizabeth Thurbon, Professor of International Political Economy; Director, Green Energy Statecraft Project, University of New South Wales
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An unpredictable operating environment is weighting on global growth and traditional engines such as trade are expected to expand by just 0.9% in 2025. With debt-to-GDP reaching a record 95%, there is increasingly limited space for leaders to make drastic policy and operational changes. At the same time, AI is emerging as a key driver of growth in some economies, improving productivity, enabling new business models and accelerating innovation across industries.
What will be the new sources of growth and how can we ensure that the benefits are shared broadly?This is the full audio from a session at the Annual Meeting 2026 in Davos. Watch it here: https://www.weforum.org/meetings/world-economic-forum-annual-meeting-2026/sessions/how-can-we-unlock-new-sources-of-growth/
Speakers:Marc Benioff, Chair, CEO & Co-Founder, Salesforce
Thomas Buberl, Chief Executive Officer, AXA
Ruth Porat, President and Chief Investment Officer, Alphabet and Google, Google
Khaldoon Khalifa Al Mubarak, Group Chief Executive Officer, Mubadala Investment Company
Francine Lacqua, Editor-at-Large and Presenter, Bloomberg Television
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In an era where competition among rivals can quickly veer towards consolidation into giants, founders and entrepreneurs can struggle to align their vision with strategy while also scaling for growth.
This is the full audio from a session at the Annual Meeting 2026 in Davos. Watch it here: https://www.weforum.org/meetings/world-economic-forum-annual-meeting-2026/sessions/what-it-takes-to-build/
Speakers:
Steven Bartlett, Entrepreneur, Investor, Host of Diary of a CEO podcast
Jessica Lessin, Editor-in-Chief and Founder, The Information
Bret Taylor, Chief Executive Officer, Sierra
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Recent developments in Venezuela are likely to impact the country's economic trajectory with regional and global implications.
Join an experts' discussion to unpack the impact of these changes and the potential paths forward.
Speakers: Ricardo Hausmann, Jeffry A. Frieden, Jason Bordoff, Sir Robin Niblett, Ngaire Woods
This session was recorded at the Annual Meeting in Davos Switzerland, 23 January, 2026.
About this session:
Watch the livestream of this session here: https://www.weforum.org/meetings/world-economic-forum-annual-meeting-2026/sessions/venezuela-what-next/About this episode:
Related story: https://www.weforum.org/stories/2026/01/venezuela-what-next/About the 2026 Annual Meeting in Davos:
https://www.weforum.org/meetings/world-economic-forum-annual-meeting-2026/Radio Davos Daily
Meet The Leader's sister podcast Radio Davos will be publishing live from the Annual Meeting in Davos. To listen to these episodes, follow Radio Davos here: https://open.spotify.com/show/36D1oLAmsRimw70XV19Cdf - Visa fler