De-Lux Tech Talk with Josh Wolfe of Lux Capital

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 16 April 2025

⏱️ 55 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

In this episode of "RiskReversal Pod," Dan Nathan sits down with Josh Wolfe, founder and managing director at Lux Capital. The discussion delves into the current state of venture capital, macroeconomic forces, and the impact of rising interest rates on private and public markets. Wolfe shares insights on the generative AI landscape, the dynamics between large tech companies and startups, and the valuation discrepancies between private and public markets. The conversation also explores the psychology of investing, the importance of proprietary data in the AI era, and the evolving role of leadership and narrative in business and politics. The episode blends market analysis, personal anecdotes, and broader reflections on human nature and decision-making in finance and technology — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media

Transcript

Click on a timestamp to play from that location

0:00.0	To be invested with Betterment is to believe in better.
0:02.9	Whether it's saving for today or building wealth for tomorrow, they help people and small businesses put their money to work.
0:09.1	They automate to make savings simpler.
0:11.1	They optimize to make investing smarter.
0:13.3	They build innovative technology backed by financial experts for anyone who's ever said, I think I can do better.
0:19.7	So be invested in yourself. Be invested in your business, be invested in better with betterment.
0:24.6	Get started at betterment.com.
0:28.5	All right, welcome to the Risk Reversal Podcast.
0:31.1	I'm Dan Nathan.
0:31.7	I'm joined with Josh Wolfe.
0:33.3	He is the founder, managing director at Lux Capital.
0:36.6	Josh, welcome.
0:37.4	Good to be with you, man. Well, by the way, I director at Lux Capital. Josh, welcome. Good to be with you, man.
0:38.2	Well, by the way, I'm here with you.
0:39.7	We're doing like a home in home.
0:41.2	We are here together.
0:42.2	This is the third podcast you and I have done together.
0:45.4	Last, I think it was December 23.
0:47.4	Prior to that, it was July of 22. both really interesting periods. If we want to go back a little bit and retouch on some of those
0:54.9	issues that we talked about then, I would definitely want to hit the macro with you a little bit.
0:59.3	And I think a lot of the macro right now is obviously tied up until trade and tariffs and
1:04.8	China being a really important part of that. I know you have a lot of thoughts there, not just
	...

Transcript will be available on the free plan in 19 days. Upgrade to see the full transcript now.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from RiskReversal Media, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of RiskReversal Media and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.