RiskReversal Pod

Of Mega Trends and VC Men | Okay, Computer.

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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)


    • --

    View our show notes here

    Learn more about Current: current.com

    Learn more about Ro Body: ro.co/okay

    Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.

    We’re on social:

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