Branch: Dislocations start in private equity and venture capital

I just want to kind of add on to what Ray Dalia was saying. He ended it saying because wealth has to be sold to come up with the money to deliver whatever is needed whether it's a bubble or not. Basically saying that it might pressure some parts of the market.So let's just say we are in some type of bubble right now. What parts of the market do you see negatively impacted. Is it just other tech stocks that don't uh perform as well as some of the leaders.I mean where do you see the weakness if we are in a bu ...