The Prof G Pod with Scott Galloway Conversation with Josh Wolfe — Where to be Bearish and Bullish in 2024
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May 2, 2024 
Josh Wolfe, co-founder of Lux Capital, shares his insights on the sectors primed for growth and those he views as overhyped. He discusses the resurgence of the crypto market and the significant role of AI in shaping future job prospects. The conversation touches on the challenges faced by major tech players amidst fierce competition and the critical evaluation of nuclear energy and public investment strategies. Additionally, Wolfe addresses the tension surrounding academic freedom, emphasizing the need for respectful discourse in university settings.
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University Faculty's Role
- University faculty should foster civil learning environments and uphold intellectual freedom.
- They must address hate speech and prioritize a healthy, accepting environment for all students.
Venture Capital Retraction
- Venture capital is retracting, with decreased valuations and increased shutdowns.
- Many VCs still invest in speculative ventures despite higher interest rates.
AI Investment Bias and Aerospace/Defense
- There's a psychological bias to invest in AI now, despite high prices.
- Aerospace and defense are becoming increasingly attractive investment sectors.