Market’s Smooth Operator + The Big Short Panel

Market’s Smooth Operator + The Big Short Pane...

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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

Violent Rotations Brewing Under The Surface + He Said, She Said Live from Miami

Dan Nathan and Guy Adami cover PPI, upcoming earnings, and this week’s jobs report. They focus on mounting stress in the AI infrastructure and financing complex: CoreWeave’s post-earnings drop, heavy customer concentration, funding challenges, and Jim Chanos’ critique that its GP ...  Show more

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