The Logan Bartlett Show
EP 115: Josh Wolfe (Co-Founder, Lux Capital) On Uncovering Hidden Opportunities
Aug 23, 2024
In this insightful discussion, Josh Wolfe, co-founder of Lux Capital, shares his knack for spotting emerging technologies and contrarian investment opportunities. He dives into the complexities of nuclear energy and biotech, advocates for a proactive investment stance in defense tech, and outlines the shifting landscape of venture capital. Wolfe also touches on the intersection of AI and ethics, the societal pressures affecting happiness, and the art of storytelling in investment, making for a captivating and thought-provoking conversation.
01:54:27
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Quick takeaways
- Wolfe emphasizes the importance of broad news consumption to identify overlooked opportunities and patterns in the market.
- He advocates for a reframing of nuclear energy as a sustainable solution to climate change, despite public fear rooted in history.
Deep dives
Understanding Market Trends
Josh Wolff discusses the importance of identifying failures, risks, and chaos in the market to find underappreciated opportunities. He emphasizes the necessity of staying informed by consuming a wide array of news sources, including international publications. By skimming through various articles, he aims to gauge the zeitgeist and seek insights that others may overlook. This broad reading habit enables him to detect patterns and generates new ideas based on what is often ignored in mainstream discussions.
