Capital Allocators – Inside the Institutional Investment Industry [REPLAY] Josh Wolfe – Seeing the Lux (Capital Allocators, EP.65)
Feb 21, 2022
Josh Wolfe, co-founder of Lux Capital, shares his journey from Coney Island to the forefront of venture capital. He discusses building a competitive edge in sourcing and evaluating investments. Josh emphasizes the importance of unconventional thinking and reflects on the risks inherent in decision-making. He draws fascinating parallels between biological processes and market dynamics. Personal anecdotes shine a light on family discussions about finance, underscoring the value of relationships in investing and life's continual learning process.
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Coney Island Childhood
- Josh Wolfe grew up in Coney Island, Brooklyn, a diverse environment that fostered cynicism.
- Early experiences with cons and muggings shaped his guarded approach to business.
Science and Finance
- Inspired by a movie about AIDS, Wolfe pursued science and worked in a lab.
- There, he became fascinated with finance through observing his mentor trade futures and options.
Variant Perception
- Wolfe's investment philosophy centers on variant perception, seeking opportunities others overlook.
- He reads widely to understand market consensus and identify contrarian viewpoints.