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.

    We’re on social:

    Follow @dee_bosa on Twitter

    Follow @GuyAdami on Twitter

    Follow us on Instagram @RiskReversalMedia

    Subscribe to our YouTube page

    ...more
    View all episodesView all episodes
    Download on the App Store
    On The Tape with Danny MosesBy RiskReversal Media
    • 4.8
    • 4.8
    • 4.8
    • 4.8
    • 4.8

    4.8

    157 ratings

    More shows like On The Tape with Danny Moses

    View all
    Macro Voices by Hedge Fund Manager Erik Townsend

    Macro Voices

    3,074 Listeners

    Top Traders Unplugged by Niels Kaastrup-Larsen

    Top Traders Unplugged

    593 Listeners

    The Meb Faber Show - Better Investing by The Idea Farm

    The Meb Faber Show - Better Investing

    931 Listeners

    The Market Huddle by Patrick Ceresna & Kevin Muir

    The Market Huddle

    362 Listeners

    The Compound and Friends by The Compound

    The Compound and Friends

    2,109 Listeners

    Excess Returns by Excess Returns

    Excess Returns

    81 Listeners

    The Grant Williams Podcast by Grant Williams

    The Grant Williams Podcast

    1,342 Listeners

    RiskReversal Pod by RiskReversal Media

    RiskReversal Pod

    809 Listeners

    MRKT Matrix by RiskReversal Media

    MRKT Matrix

    180 Listeners

    Forward Guidance by Blockworks

    Forward Guidance

    270 Listeners

    Thoughtful Money with Adam Taggart by Adam Taggart | Thoughtful Money

    Thoughtful Money with Adam Taggart

    397 Listeners

    The Julia La Roche Show by Julia La Roche

    The Julia La Roche Show

    58 Listeners

    Monetary Matters with Jack Farley by Jack Farley

    Monetary Matters with Jack Farley

    134 Listeners

    The Real Eisman Playbook by Steve Eisman

    The Real Eisman Playbook

    135 Listeners

    The Master Investor Podcast with Wilfred Frost by Paradine Productions/ Master Investor Ltd/ Wilfred Frost

    The Master Investor Podcast with Wilfred Frost

    71 Listeners