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Apr 2024
1h 1m

Tech Partying Like Its 2021 with Rick He...

RiskReversal Media
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Today
Credit Isn't A Problem... Until It Is
Dan Nathan and Guy Adami break down a messy macro picture after the latest nonfarm payrolls miss: a softening labor market, sticky inflation, and an equity tape that still looks oddly calm on the surface. ​They dig into rising credit stress in banks and private credit, what the V ... Show More
32m 7s
Mar 6
Does The Future Freak Cameron Dawson Out Or Is Everything Alright?
Guy Adami and Dan Nathan welcome Cameron Dawson, CIO of NewEdge, to discuss market psychology versus history, arguing that positioning, sentiment, and flows show continued retail buying and complacency even as institutions reduced equity exposure around “Liberation Day.” Dawson h ... Show More
50m 44s
Mar 4
Dan Benton's Rules For Tech Investing In 2026
Dan Nathan interviews veteran tech investor Dan Benton about how tech investing has changed since Benton’s 1991 “20 rules” at Goldman Sachs and why he’s releasing new “2026 rules,” alongside launching a Substack. Benton contrasts a pre-internet, sell-side, information-advantage e ... Show More
1h 14m
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