Brokeback Market

Brokeback Market

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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

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

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