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    Of Mega Trends and VC Men | Okay, Computer.

    Of Mega Trends and VC Men | Okay, Computer.

    FromOn The Tape

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    Of Mega Trends and VC Men | Okay, Computer.

    FromOn The Tape

    ratings:
    Length:
    54 minutes
    Released:
    Dec 20, 2023
    Format:
    Podcast episode

    Description

    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 contact@riskreversal.com 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
    Released:
    Dec 20, 2023
    Format:
    Podcast episode

    Titles in the series (100)

    Each week, CNBC Fast Money contributors Dan Nathan and Guy Adami, along with former hedge fund manager Danny Moses (as featured in The Big Short), break down market-moving headlines, provide their insights into the financial markets and discuss under-the-radar investment themes. You’ll leave each week with a better perspective on financial and business news from three experienced, nonconsensus voices whose goal is to provide listeners with the intellectual framework to think critically and make smarter investment decisions. Each episode, the co-hosts go Off The Tape with a guest from the world of finance, media, entertainment or sports. Dan Nathan is a CNBC contributor, the Principal of Risk Reversal Advisors and is the founder and editor of RiskReversal.com. Guy Adami is an original member of CNBC’s Fast Money and is currently the Director of Advisor Advocacy at Private Advisor Group. Danny Moses has been on Wall Street for decades in a variety of roles, is currently a private investor and was also featured in The Big Short for his bet against the housing market. Stay up to date at OnTheTapePodcast.com, follow us on Twitter @OnTheTapePod and subscribe to On The Tape in your favorite podcast store.