Will Market Recovery Last? Fund Manager Reveals What's Really Happening With Economy | Chip Rewey

Chip Rewey, CIO at Rewey Asset Management, discusses tariff impacts on the economy, recommends aerospace and defense investments, and outlines his value-based approach to finding growth opportunities amid market uncertainty. *This video was recorded on May 2, 2025. Use my promo codes to get a 10% discount on BTC Vegas (May 27-29), the world's biggest Bitcoin conference: BTC Vegas 2025: https://tickets.b.tc/event/bitcoin-20... BitcoinAsia: https://tickets.b.tc/event/bitcoin-as... Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW CHIP REWEY: Rewey Asset Management's website: https://www.reweyassetmanagement.com LinkedIn:   / chip-rewey   FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV):   / davidlin_tv   Instagram (@davidlin_TV):   / davidlin_tv   For business inquiries, reach me at [email protected] *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Intro 1:02 - Jobs and Economy 5:32 - Irreparable damage 9:04 - Aerospace and Defense Sectors 12:34 - Recovery 15:21 - Supply chains 20:07 - Recession proof sectors 25:35 - Conflict resolution 27:04 - Tech sector 30:37 - Stock valuations 32:36 - Against ETF mentality 34:49 - Banking sector 41:15 - Investment philosophy 47:47 - Cash usage #stocks #economy #investing