Chip Rewey, CIO at Rewey Asset Management, shares his insights on market dynamics and investment strategies. He dismisses recession fears, predicting solid GDP growth and highlighting the potential of small and mid-cap stocks, particularly in the AI, semiconductor, aerospace, and banking sectors. Rewey critiques the concentration risk of the S&P 500 and emphasizes the importance of strong fundamentals in smaller companies. He also discusses regulatory changes in banking and the administration's strategies for interest rates, illustrating a cautiously optimistic economic outlook.
