Ed D'Agostino: The Great Restructuring Has Begun - AI, Tariffs, China & the New Antifragile Asset

The old playbook is broken. In what is surely a preview of Mauldin Economics' Strategic Investment Conference 2026, Maggie Lake sits down with Ed D'Agostino, partner and macro team leader at Mauldin Economics, to compare takeaways from the economists, traders, and CEOs they've been speaking with about what Ed calls The Great Restructuring. They unpack the dispersion of opinion between voices like Ed Yardeni and Peter Boockvar, seasoned traders like Tony Greer and Jared Dillian saying "it's hard right now," and a CEO friend running a global manufacturer who has "never dealt with so many variables" between tariffs, policy whiplash, and Asian competition. Ed also relays Louis Gave's call that energy stocks are the new antifragile asset. A candid conversation about what questions investors should actually be asking right now.

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