Despite a 12% S&P 500 drop, Kevin Mahn isn't hitting the panic button just yet. He believes the recent market volatility will eventually subside, and when it does, a significant bounce-back could be on the horizon. Mahn sees a silver lining in the latest CPI print, which showed disinflationary trends. He goes over his stock picks, including L3Harris Technologies (LHX) and BAE Systems (BAESY), citing their exposure to growing defense spending and attractive dividend yields.