Jay Hatfield has an 8,000 target for the SPX next year based on earnings growth projections. He tells investors to choose their stocks carefully, and shares some of his own picks. Including KKR & Co. (KKR) and Apollo Global (APO). He notes that both were not exposed to bank woes earlier this year, and expects strong growth. Jay also likes Marvell (MRVL) and Amazon (AMZN).