Kenny Polcari joined Schwab TV to share his perspective on recent market choppiness, noting that while stocks have reached new highs, investors should be prepared for increased volatility tied to midterm election years. He discussed what bank earnings are signaling about cautious optimism, highlighted renewed opportunities in small- and mid-cap stocks, and pointed to select names in healthcare, telecom, and aerospace and defense as areas of stability. Kenny emphasized that staying invested in technology remains important, but with discipline and patience as markets adjust.
Watch the full segment here.