Jed Ellabrook
Portfolio manager at Argent Capital Management who analyzes market impacts of technological disruption such as AI and discusses investment implications across sectors.
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Feb 18, 2026 • 21min
US-Japan Trade Deal Details, AI Anxiety Lingers
Jed Ellabrook, portfolio manager specializing in AI-driven market disruption. Isabel Reynolds, Tokyo bureau chief covering Japan-U.S. trade and politics. They discuss Japan’s $36B investment tranche and major energy projects in Ohio, Georgia and Texas. They dig into tariffs, private funding versus guarantees, geopolitical optics with Washington, and how AI volatility is roiling markets and shifting winners in infrastructure and software.
