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

💡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

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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Chapters:

1:22 - The Great Restructuring: Why Everything Feels So Unclear  

3:18 - Beyond the K-Shaped Economy: What’s Really Driving the Disconnect  

8:18 - Can We Still Trust the Data?  

9:37 - Is AI a Familiar Cycle or a True Paradigm Shift?  

15:48 - Have Tariffs Faded, or Are They Still the Real Story?  

19:44 - Energy, AI, and Geopolitics: How Do You Invest Through It?  

23:12 - What Are Investors Most Worried About Right Now?  

24:51 - ⭐️Wealthion Golden Nugget: Defense or Opportunity - How Should Investors Play This Market? 

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