It's a Great Time to Be Long Volatility, Headwaters' Rowe Says

The video discusses the current market conditions, focusing on the VIX and volatility. It explores why this is a favorable time to be long on volatility, considering market trends and realized volatility. The discussion includes strategies for investing in volatility and the dynamics between private and public markets, especially concerning valuations and investor behavior.

In what ways can portfolio insurance be viewed as a relative value proposition?

What questions are investors asking regarding private valuations in the current market?