he's the host and is joined by julian salisbury, overcease $2.5 trillion tyler, my man, take it away.ome good to have you on cnbc for the first time and welcome to delivering alpha zpr great to be here >> great to have you you'll sit on a panel later this afternoon called the next big thing. what are you going to say? what is the next big thing in investing? >> so from a private markets perspective, which is what we'll be talking about a lot on that panel, a lot of it is just continuing to invest in the areas, the long-term secular themes that we've liked for a number of years. >> and they are? so, digitization, energy transition, enterprise software. these secular growing businesses that have stood the test of time so we like these things pre-covid, during covid, when you had to reunderwrite and look at the areas that we were investing in, it still made sense. and as you move into more inflationary environments, some of these long-term themes continue to make sense, irrespective of the environment. >> so digitization, energy transfer, and the third was enterprise software. >> enterpr