Omar Aguilar, CEO and CIO of Charles Schwab Asset Management, believes the U.S. economy remains resilient even as crude oil volatility serves as a key risk to the macro outlook. He adds that the AI trade is here to stay but warns that the "extreme growth" seen in some companies over the last couple years will not last. When it comes to the Fed, Omar sees two more rate hikes at the end of 2026 into 2027. He urges investors stay diversified and not play into emotions as volatility grips the stock market.