Robert Schein, Chief Investment Officer of Blanke Schein Wealth Management says the market’s rally still has room to run – and breaks down the four stocks he thinks are positioned to win before the S&P 500 pushes higher.
Recorded: May 27, 2026
00:00:00 – Intro
00:00:10 – What the Market Misunderstands About AI
00:01:13 – Is It Too Late to Buy Nvidia and Alphabet?
00:01:56 – Software Stock Selloffs: Opportunity or Trap?
00:02:51 – Top Sectors Flying Under the Radar
00:03:47 – Will Market Leadership Broaden Away From Tech?
00:04:40 – Path to S&P 8,000: What Gets Us There?
00:05:23 – The Biggest Risk Not Priced Into Stocks
00:06:17 – Inflation Reports: Will They Spook the Fed?
00:08:12 – Strategy and Cash Management for Retail Investors
00:09:02 – Palantir (PLTR): Why It’s a Compelling Story Now
00:09:41 – GE Vernova (GEV): Playing the AI Power Demand
00:10:14 – Why Eli Lilly (LLY) Is the Next Nvidia
00:11:02 – Blackstone (BX) & Private Equity Upside
00:11:52 – The Most Misunderstood Sector in the Market
00:13:27 – Betting on Small Caps & The Russell 2000
00:14:11 – Rapid Fire: This Or That
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Camera: Julian Pinto & Shawn Elias
Producers: Caroline Woods & Rebecca Mezistrano
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