I thought during the trump era that we would see a movement of occupy the fed. I thought it would be precipitate. And let me just say, it's wrong what i thought,. But i still think that the phenomenon could emerge for a different reason. The currency regime is one that is poised for shock of some kind. China's holding of our treasuries. Who is the marginal buyer right now of treasuries? What is the feds roll that theyre can have to step up and actually see yil curf control? Japan did that modestly well. It's been studied and overtly talked about how you can't move anything more than monetary policy on fiscal debt. So
In this episode of Infinite Loops we spoke with Josh Wolfe, co-founder and managing partner at Lux Capital. In this conversation we covered:
- The acceleration of technological change.
- Inflation, the dollar, and crypto.
- Macro and geopolitical risk.
- Lux’s portfolio companies
- And MUCH more
Follow Josh on Twitter (https://twitter.com/wolfejosh) and check out Lux Capital (https://luxcapital.com/)