By Daily Crux Editor Justin Brill:

Gary Kaminsky did an terrific interview with the folks from CNBC's Fast Money last night. Kaminsky is a former managing director at investment firm Neuberger Berman who oversaw $13 billion in funds, and he had some great insights on the markets going into year-end.

Kaminsky says the biggest fear of fund managers right now is holding cash and not participating in the rally, and that they're "swinging for the fences" in an attempt to catch up to their benchmark averages for the rest of the year. He says they can't buy the "big name" stocks like Goldman Sachs or Apple, because they can't justify buying now after such large moves.

Instead, they're buying the worst-performing names during the big move from March to August, like real estate investment trusts (REITs) and agricultural stocks. He thinks these sectors will outperform the market for the remainder of the year.

Watch the video...

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