z zillou founder spencer rascoff is here. >> and why david rosenberg says don't get too comfortable with the idea of a soft landing. >> sticking to his guns. >>> first up, on the markets, the s&p has gone negative. we started out higher, but lost the gains pretty early here in the session. down 0.1% on the nasdaq. the s&p holding up a little bit better. groups like industrials and education services are all up, materials too, but it's utilities, health care, financials, consumer discretionary and staples that are weighing in. it's kind of a mixed picture on the nasdaq, too. because costco and amd are helping on one side, but apple is weak again and amazon is under pressure as well. so is microsoft and tesla. >> got a little dicey here in the last few moments. a few days away from a new month of trading. the question on a lot of investors' mind is whether the low we saw this month will carry deeper into the fall. our next guest says fed's higher for longer messaging will remain difficult for the markets to digest, but he does see reason for optimism on the horizon. joining us this morning

z zillou founder spencer rascoff is here. >> and why david rosenberg says