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 last time Josh & Rick were on the pod) (0:00)
- The interest rate environment (2:15)
- Mentoring (6:00)
- Creative destruction and reformation (9:50)
- The IPO market (Read: IPO Class of 2024 Is Dominated by Older Startups (16:25)
- Sectors that could see a wave of money (19:15)
- The AI bubble (21:05)
- Massive bubble in Mag 7 stocks? (26:00)
- GLP-1s & Ozempic (29:50)
- The next Ozempic-like moment (31:20)
- Ro Body (32:20)
- Sentiment going into 2024 (34:00)
- Economic headwinds/Possible labor recession (37:30)
- Why Josh thinks UPS could go bankrupt & his case for Amazon (40:15)
- Josh’s geopolitical outlook for 2024 (Read: Josh Wolfe’s War) (41:40)
- China/Taiwan (44:15)
- Disarray in US politics (48:00)
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View our show notes here
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