Tech stocks are in shock as investors fret about rising credit default swap prices on neocloud companies like CoreWeave and Oracle and the future strength of capex spending. With the VIX finally waking up, the four-year old bull market is facing its toughest test in years just in time for the heart of earnings season. Ready or not, private markets are coming for our portfolios as regulations are easing and Wall Street is finding newer ways to securitize the equity and debt of non-public companies. Matt Brown of CAIS drops in to forecast the future of this asset class, and why we need to make room for it in our portfolios. Plus, luxury watches are having a moment in time, and buyers are all wound up. Learn more about your ad choices. Visit podcastchoices.com/adchoices

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