Remove your personal information from the web at https://joindeleteme.com/DAVIDLIN, use code DAVIDLIN for 20% offChip Rewey, CIO at Rewey Asset Management, dismisses recession fears, sees tariffs as reversible, predicts 1.4% GDP growth without Fed rate cuts, and expects small/mid-cap stocks to shine in AI, semiconductors, aerospace, and banking sectors.Watch Chip's previous interview with David: https://www.youtube.com/watch?v=CAKPfV3v-a0 *This video was recorded on July 21, 2025.Subscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW CHIP REWEY: Rewey Asset Management's website: https://www.reweyassetmanagement.com LinkedIn: https://www.linkedin.com/in/chip-rewey/ FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.com*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro.0:57 - Potential economic slowdown and recession3:47 - Expectations for monetary policy7:16 - Small caps underperformance vs. Large caps10:23 - S&P 500 performance12:59 - Value investing18:46 - Smid cap value traps?21:07 - Semiconductors25:17 - Defense27:46 - Banks31:46 - Supplementary Leverage Ratio (SLR) and bank implications34:02 - The Fed and White House rates obsession#stocks #economy #investing
