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.
Want to hear Ed, Louis Gave, David Rosenberg, Mark Mills, Liz Ann Sonders and more tackle The Great Restructuring in full? Exclusive offer for Wealthion viewers on Mauldin Economics' Strategic Investment Conference 2026: https://bit.ly/48lbKGt
If the Great Restructuring is here, hard-asset positioning matters more than ever. Join Wealthion's Real Assets Community: https://wealthion.com/realassets
Worried your portfolio isn't built for a regime where correlations are breaking down? Get a free portfolio review with Wealthion's endorsed financial advisors at https://bit.ly/4vUvgnp
With bonds no longer hedging stocks, real money is back on the table. GBI Direct: The Best Way to Invest in Gold and Silver: https://gbidirect.com/?aff=WTH
Attend Rick Rules’ Natural Resource Symposium in Boca Raton this July, click here for in-person and virtual tickets: https://cvent.me/XOqdLa?via=Wealthion
What Serious Investors Are Watching
Dive into expert interviews, market analysis, and long-form content built to help serious investors think long-term.
How AI Risk Can Follow Investors Into Real Assets
Power, commodities and property can look far removed from technology stocks. Steven Feldman's Wealthion conversation shows how AI spending and borrowing can still connect them.
Why Falling Treasury Yields Don’t Always Mean Cheaper Corporate Debt
When Treasury yields fall, it sounds like good news for companies that need to borrow....
Why Rising Rents May Not Protect Commercial Property Returns
Higher rents can coexist with lower property values and less cash for owners. This article follows how operating costs, capitalization rates and refinancing shape commercial property returns.
Enjoyed This? Get More Insights
Expert insights and curated opportunities, delivered to your inbox.
Ready to Position for What's Coming?
Whether you're still learning or ready to act, your next step starts here.
- Independent
- Macro-Informed
- Real Asset Focused
The Wealthion Network
By subscribing, you agree to receive Wealthion emails. Unsubscribe anytime.
The Wealthion Network
By subscribing, you agree to receive Wealthion emails. Unsubscribe anytime.
Network Discussion
Sign in to share your thoughts and connect with other readers.
Join the Wealthion Network to Comment