Ed D'Agostino 5.0 2 ideas

Energy stocks, specifically oil and gas stocks, have become the new anti-fragile asset in portfolios because bonds no longer trade inversely to stocks and thus fail as a hedge. The thesis, originally from Louis Gave, is supported by recent performance where energy stocks held up well when other assets struggled. Ed endorses this view, suggesting investors should allocate to energy stocks for portfolio protection.

Publicly traded trade schools are a growing opportunity as the value of a four-year college degree is increasingly questioned. Demand for trade school education is surging, and these schools are publicly listed and performing well, making them a direct investment play on the shift away from traditional higher education.