Part 6/8:
Faulkender referenced a key concept put forth by Scott Bessent at the Milken Conference, describing U.S. markets as "anti-fragile." This characterization underscores the idea that the U.S. economy, despite challenges, possesses a unique ability to thrive and remain stable compared to its global counterparts. As long as the administration continues to champion deregulation and effective policymaking, America is poised to remain a strong destination for capital allocation.