Markets' Worst Day Since October: What Triggered Massive Selloff And What's Next | Chip Rewey

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Chip Rewey, CIO at Rewey Asset Management, discusses the biggest single-day market selloff since October and what's next, and the preferred sectors for 2026.

*This video was recorded on January 20, 2026

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0:00 - Intro
1:27 - Tariffs
4:00 - Valuations
6:20 - Small vs. large caps
9:54 - Japanese bonds
14:00 - S&P 500 outlook
18:44 - AI investment
21:30 - Defence stocks
24:30 - AI sub-sectors
26:40 - Commodities and energy
28:50 - Fed policy
33:00 - Investment philosophy

#stocks #investing #economy