Right now and fast, while stocks take a breather from the recent rip-roaring rally,

a new face to our deaths tonight is all bold up and thinks the next leg higher will

be driven by old economy cyclical names, plus, Beijing Blues, Chinese stocks getting

hit hard.

It's fierce growth, but the slowdown on the mainland is getting worse, and the consumers

there are tapped out.

But we'll hear from one market watcher who sees potential green shoots on the horizon.

And later, inside the crew crumble, the impact of an animated miss on Disney, and a first

look at Jim Kramer's one-on-one as he goes behind the wheel, literally, with Ford CEO Jim

Farley from Fast Cars, The Fast Money.

I'm Melissa Lee, live from the Nasak market site on the Death Tonight MC, where Courtney

Garcia, Dan Nathan, and our special guest tonight, Sabita Supermanian, from VIAV Securities.

And we begin with the rough start to the week for the markets, the major indices all down

for a second straight session, the doubt falling 245 points.

Though closing off the lows of the day, the S&P and Nasak dip being less than a half a percent,

the biggest, the sector lagger today, energy sliding more than 2% materials, and utilities

also closing lower this after the major indices all hit multi-month highs last week.

But even as a rally seems to be stalling, someone on this death tonight is more bullish

than they have been in at least a decade.

And that person is our special guest tonight, Sabita Supermanian.

So why more bullish than you've been in a decade?

Well, I mean, I think the market is more rational than it's been in a decade, which is great

...