On this episode of “On The Tape,” Guy Adami, Dan Nathan and Danny Moses discuss the broken market structure, opportunities in the market, China and more!

Later, Danny and Guy sit down with Luke Gromen, founder of Forest from the Trees, for his macro view and bullish stock market outlook.

Topics:
- David Einhorn: The Markets Are Fundamentally Broken
- ARM Rallies 60% on Earnings
- Dividend Stocks
- Huge Stock Moves
- China’s Deflationary Spiral
​- Why Americans Are So Down on a Strong Economy
- Commercial Real Estate
- Complacency
- Sports Betting Stocks & Super Bowl Picks
- Intro Luke Gromen
- Why He Turned Bullish
- Luke’s “North Star”
- The Bear Case For Stocks
- The U.S. Dollar
- Real Interest Rates/Fiscal Dominance
- Why Stocks, Gold, Bitcoin Could Go Up In A 45 Degree Angle
- The Yield Curve
- The Everything Bubble
- When Will Gold Have Its Day?

Timecodes
0:00 - Major Stock Moves
18:10 - China
22:45 - Bad Feelings, Good Economy
26:05 - Commercial Real Estate
33:00 - Sports Stocks & Picks
36:40 - Luke's 30k Foot View
43:30 - Luke's North Star
48:30 - Warning Signs
54:50 - U.S. Debt Concerns
58:20 - Real Interest Rates
1:04:30 - Yield Curve Inversion
1:10:00 - What's Next?
1:16:15 - Gold

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About the Show:
On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market.

Shoot us an email at [email protected] with any feedback, suggestions, or questions

Key Links:
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