>> All right. Welcome back. After a couple years of little activity, the IPO markets picked up with several companies seeing strong debuts.Is it a sign of even better things to come in the months ahead. Let's ask Rick Heitzmann. He's the first Smart Capital founder and partner, and he's with us here at post nine.It's good to see you, man. >> Hey, thanks for having me back. >> What is this, like, an awakening.>> Finally the thawing. There was a gradual thaw last time I was here. I said, hey, there's going to ...