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)

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View our show notes here

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Learn more about Ro Body: ro.co/okay

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Of Mega Trends and VC Men with Josh Wolfe and Rick Heitzmann 54:19 Share

Okay, Computer.

Shownotes Transcript

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