Sam Stovall, Chief Investment Strategist at CFRA explains why selling in May could cost you the 16% rebound that follows – and how to stay positioned for it.
00:00:00 Introduction
00:00:09 Why Stocks Keep Climbing
01:25:24 Earnings Strength vs Expectations
02:17:27 Seasonality Risks Ahead
03:40:16 Trim Risk or Rotate?
04:33:19 Post-Weakness Rotation Strategy
05:27:13 Will This Market Pull Back?
06:27:06 How Much Upside Is Left
07:27:19 Path to 7575 on the S&P 500
08:11:27 What Could Go Wrong
08:59:29 Oil’s Impact on Stocks
10:23:07 How to Position Right Now
11:22:26 Rapid Fire: Portfolio Playbook
13:36:00 Rapid Fire: This or That
Recorded on May 6, 2026
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Camera: Julian Pinto & Shawn Elias
Producers: Caroline Woods & Rebecca Mezistrano
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