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 (‘Sell Nvidia’) 

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?

Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe—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.—Check out our show notes hereSee what adding futures can do for you at cmegroup.com/onthetape.—Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads—We’re on social:Follow @GuyAdami on TwitterFollow Danny Moses @DMoses34 on TwitterFollow Liz Young @LizYoungStrat on TwitterFollow us on Instagram @RiskReversalMediaSubscribe to our YouTube pageThe financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal.Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose.Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.