Jed Ellerbroek says the U.S. economy holds up "reasonably well" against tariff headwinds. He urges investors to look at long-term portfolio potential instead of trading off short-term tariff volatility. He considers Amazon (AMZN) one of the best long-term investments with how it uses A.I. Jed also notes Progressive's (PGR) growth potential due to a disconnect between it and tariffs.