Stock Market Rally on Shaky Ground with David Rosenberg

On this episode of “On The Tape,” Guy, Danny, and Dan talk about the rally off the lows (2:00), yields vs. stocks (9:00), commodities (16:30), the BOJ meeting (18:00), bank stocks (21:30), why Dan thinks it’s a good trading environment (24:30), and Danny’s NFL picks (27:30). David Rosenberg of Rosenberg Research joins to discuss the rally within the bear market (32:00), why the bond market is more attractive than the stock market (36:00), what would make him “very bullish” (39:00), the economy (41:00), what happens to the stock market when the Fed stops raising interest rates (44:00), the possibility for a recession (47:30), positioning in the bond market (49:30), cracks in the housing market (55:00), the stock to bond ratio (59:30), and credit (1:01:30). — 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 here Learn more about Ro body: ro.co/tape See what adding futures can do for you at cmegroup.com/onthetape. — Shoot us an email at OnTheTape@riskreversal.com 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 Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page