Josh Wolfe, the co-founder of Lux Capital, joins Scott to discuss the sectors he’s most excited about and those he thinks are overhyped. We also hear his thoughts on the Magnificent Seven and where the crypto market is seeing new life. Follow Josh on X, @wolfejosh.


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Timestamps:
00:00 In this episode
01:02 What are you most bullish or bearish on?
04:25 Is opportunity in good companies where the valuations have been rationalized?
07:24 Do you believe that AI will be a net destroyer or creator of jobs?
10:43 What do you think is our economy’s Achilles heel?
11:29 Fission over fusion
13:53 How come the price of nuclear hasn’t come down?
15:59 What public companies or sectors would you bet on?
17:40 Are there any other sectors or companies that you’re bearish on?
22:18 Stack rank who you’re most bullish and bearish on in the Magnificent 7


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