You can add Peloton to the list of companies filing for an IPO this year. It's joining names like Uber, Lyft, Zoom, Pinterest and Beyond Meat. Kathleen Smith, Renaissance IPO ETF manager, speaks with Yahoo Finance's Adam Shapiro, Julie Hyman, Dan Roberts and MIT's Sinan Aral about which newly public companies might fit in your portfolio and why enterprise software names like Zoom are so appealing.