Sep 13
TIP846: Stock Picker: How to Live Off Your Portfolio w/ Ian Cassel
In this episode, Stig Brodersen welcomes back Ian Cassel, founder of MicroCapClub and CIO of Intelligent Fanatics Capital Management, to discuss his new book, Stock Picker. They dig into why most microcaps must be sold within 36 months, why Ian never holds a large cash position, ... Show More
1h 15m
Sep 6
TIP844: Uber (UBER): The Autonomy Referendum — Is Mr. Market Completely Wrong? w/ Daniel Mahncke & Shawn O’Malley
Shawn O’Malley and Daniel Mahncke revisit Uber (NYSE: UBER), one of the largest holdings in The Intrinsic Value Portfolio, fifteen months after they first pitched it. In that time, Uber’s operating profits have roughly doubled, free cash flow has climbed to about $10 billion a ye ... Show More
1h 6m
May 2024
Conversation with Josh Wolfe — Where to be Bearish and Bullish in 2024
Josh Wolfe, the co-founder of Lux Capital, joins Scott to discuss the sectors he’s most excited about and those he thinks are overhyped. We also hear his thoughts on the Magnificent Seven and where the crypto market is seeing new life. Follow Josh on X, @wolfejosh.
Scott opens ... Show More
43m 37s
Dec 2023
Of Mega Trends and VC Men | Okay, Computer.
On this episode of Okay, Computer. Dan Nathan is joined by Josh Wolfe of Lux Capital and Rick Heitzmann of FirstMark Capital for a conversation about investing in private tech, the macro environment and geopolitical hotspots.
Key Insights from the Pod:
Intro (Listen to the las ... Show More
54m 19s
Aug 2021
Emerging Technologies and China’s Crackdown on Tech — with Josh Wolfe
Josh Wolfe, the co-founder of Lux Capital, joins Scott to discuss his thoughts on the tech regulations coming out of China, and how investors should be thinking about them. He also discusses the sectors he’s keeping tabs on, including space and the metaverse, and the ones that he ... Show More
55m 46s
Oct 2020
#119 with Josh Elman - How To Get The Benefits of Entrepreneurship Without Starting a Company
Sam Parr (@theSamParr) and Shaan Puri (@ShaanVP) are joined by Josh Elman (@joshelman) on the pod today. Elman is a veteran of LinkedIn, Twitter, Facebook, and Robinhood to name a few. This guy knows Silicon Valley and growth better than anyone else. In today’s episode you’ll hea ... Show More
54m 57s
Jul 2022
Mark Yusko – "With Every Investment We Become Richer or Wiser, Never Both" | #427
Today’s guest is Mark Yusko, Chief Investment Officer of Morgan Creek Capital Management and the Managing Partner of Morgan Creek Digital. In today’s episode, Mark covers the evolution he’s seen in the digital asset space and why he likes applying trend-following approach to cryp ... Show More
55m 58s
Jun 2020
The Giant Five, Undropping the Bomb, Interview with the Founder of Public
In the first half of this week's episode, Josh discusses the coronavirus resurgence, 5 stocks that now make up 22% of the S&P 500, the precedent set by the Federal Reserve's pandemic response, and the growing interest in ESG investing. In the second half of the show, Josh talks w ... Show More
46m 2s
Mar 2021
Josh Wolfe and Tony Thomas - The Past, Present, and Future of Defense – [Invest Like the Best, EP. 216]
My guests today are Josh Wolfe and Tony Thomas, better known as T2. Josh is the co-founder and General Partner at Lux Capital. T2 is now a venture partner alongside Josh at Lux Capital, after serving for almost 40 years in the US military and becoming a 4-star general and the 11t ... Show More
1h 28m
Jul 2023
Josh Kushner - Building Thrive Capital - [Invest Like the Best, EP.337]
My guest today is Josh Kushner, founder and managing partner of venture firm, Thrive Capital. Josh started Thrive in 2010 and launched its first institutional fund in 2011. That first institutional fund was $40 million and, in it, Thrive led Warby Parker’s Series A, invested in I ... Show More
1h 48m
IN THIS EPISODE, YOU’LL LEARN:
03:40 - Why Josh believes we are at an Entropic Apex in the current markets.
06:14 - His beliefs around peace through strength and why he backed billionaire Palmer Luckey’s new defense startup, Andruil.
27:06 - Why Stan Druckenmiller invested in Lux early on, alongside Bill Conway, the billionaire co-founder of the Carlyle ... Show More
<p style="text-align: left;"><a href= "https://twitter.com/wolfejosh">Josh Wolfe</a> is the Co-Founder and Managing Partner @ <a href="http://www.luxcapital.com/">Lux Capital</a>, the fund that supports scientists and entrepreneurs who pursue counter-conventional solutions to the ... Show More
