[REPLAY] Josh Wolfe – Seeing the Lux (Capital Allocators, EP.65)

In this episode of Capital Allocators, Ted Seides interviews Josh Wolfe, co-founder of Lux Capital, about his journey into venture capital, investment philosophy, and the private equity environment. Wolfe discusses his early life in Coney Island, his interest in science and finance, and the founding of Lux Capital. He emphasizes the importance of looking where others aren't, identifying variant perceptions, and building a competitive edge. The conversation covers Lux's investment process, including sourcing ideas, conducting due diligence, making investment decisions, constructing portfolios, and exiting companies. Wolfe also shares insights on navigating the current private equity landscape, his use of Twitter, and life lessons he's learned.