My guest today is Mike Zaccardi, a fellow financial writer and chart lover. We had a great conversation today about the outlook for markets as we enter what is historically the worst month for stocks. We began by discussing the recent JOLTS data and the outlook for rates and inflation. We then moved into a discussion on China and Japan, which have been making headlines in the past few weeks.

Is there a chance of a market crash? What are the key levels to look out for in the S&P 500?

Mike runs us through all this and also what he sees as the best sectors of the economy to get into right now. We even got the chance to discuss select stocks, like NVIDIA and one of Mike's favourite "agricultural commodity plays". All in all, it was a great conversation filled with great insights.

Hope you enjoy it as much as I did, and don't forget to like, share and subscribe. It really makes my day!

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https://seekingalpha.com/author/mike-zaccardi-cfa-cmt https://twitter.com/MikeZaccardi

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