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Invest Like the Best with Patrick O'Shaughnessy
Josh Wolfe – The Tech Imperative - [Invest Like the Best, EP.130]
Conversations with the best investors and business leaders in the world. We explore their ideas, methods, and stories to help you better invest your time and money. Hear stock market and boardroom insights you can't find anywhere else. If you're a professional investor, CEO, entrepreneur, or business strategist, this is for you. Explore all our episodes and learn more at https://www.colossus.com
Show Notes
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My guest this week is Josh Wolfe, co-founder and managing partner at Lux Capital. I had Josh on the podcast last year which was one of the most popular episodes in the shows history. This is a continuation of our ongoing conversation about investing in the frontiers of technology. My favorite thing about Josh and the way that he invests is the mosaic that he and his team at Lux are constantly building to understand the world and where new companies may fit in. We cover a crazy variety of topics from business model innovation, roles of a CEO, the military, the death of privacy, and arrows of human progress. Please enjoy round two with Josh Wolfe.
For more episodes go to InvestorFieldGuide.com/podcast.
Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub.
Follow Patrick on Twitter at @patrick_oshag
Show Notes
(First Question) –Ability to tackle massive scale problems
– Key roles of leaders and his checklist for evaluating them
– Common traits among founders that make them incredible storytellers and leaders
– The concept of ill-liquidity
– Thoughts on the types of companies going public
– Most innovative business models
Advice for LP’s
– Common devil
– The True Believer: Thoughts on the Nature of Mass Movements
– Big internal debates at his firm, starting with price discipline
– The value debate internally
– CRISPR from an investment standpoint
– Edge cases they are looking at
– How they target ideas in a single concept
– The Coast of Utopia: Voyage, Shipwreck, Salvage
– New theses that they chase
– Recent adventure with special operations guys
Learn More
For more episodes go to InvestorFieldGuide.com/podcast.
Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub
Follow Patrick on twitter at @patrick_oshag
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