"Innovation" is an investing buzzword, but Josh Wolfe wants technologies that "are advancing the edge of what is known."
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Featuring Josh Wolfe and Michael Green
Oct 08, 2021 • 53 minutes
“Innovation” is a buzzword for many investors, but Josh Wolfe seeks technologies that “are advancing the edge of what is known.” The Lux Capital co-founder and managing partner explains how he distinguishes between innovation and full-fledged invention and how that shapes his investment framework. Wolfe reflects on ways that accelerating technological progress has profoundly altered societies and nations and will continue to do so. He also traces the evolution of venture capital, the “SPAC fever” of 2020, and a growing return to valuing company fundamentals. Interviewed by Michael Green, Simplify chief strategist at NYSE on October 4, 2021 to benefit Coney Island Prep. Donate here: https://www.classy.org/campaign/simplify-x-coney-island-prep/c357138
Show MoreA Real Vision original, Mike Green engages in exciting conversations about the big macro topics that matter. Exploring personal passions -- including the US-China relationship that defines modern geopolitics as well as market structure and the question of how short-volume strategies and passive indexation have warped the way markets function -- Mike creates immeasurable value for investors. Never stuck on any one or two themes, he also explores breaking issues sure to shape our understanding of ever-changing financial markets.
More EpisodesA Real Vision original, Mike Green engages in exciting conversations about the big macro topics that matter. Exploring personal passions -- including the US-China relationship that defines modern geopolitics as well as market structure and the question of how short-volume strategies and passive indexation have warped the way markets function -- Mike creates immeasurable value for investors. Never stuck on any one or two themes, he also explores breaking issues sure to shape our understanding of ever-changing financial markets.
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