On The Tape with Danny Moses

Of Mega Trends and VC Men with Josh Wolfe and Rick Heitzmann

Listen Later

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.

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