Robotics Successes and VC Madness

Published on
March 15th, 2019
Duration
60 minutes

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23

Robotics Successes and VC Madness

The Interview ·
Featuring Josh Wolfe and Michael Green

Published on: March 15th, 2019 • Duration: 60 minutes

In his much-anticipated return to Real Vision, Josh Wolfe, co-founder and managing partner of Lux Capital, sits down with Michael Green of Thiel Macro. Wolfe explains what he learned from his highly successful investment in Auris Health, which was recently acquired by Johnson & Johnson. The two also talk at length about problems in the VC world surrounding information, and the reasons why many private companies could now be overvalued. Filmed on February 27, 2019 in New York.

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Chapters

  1. 00:02:03
    Surgical Robots and Auris
  2. 00:08:30
    Creating The Virtual Lebron James in Different Virtual Worlds
  3. 00:15:58
    The Venture Capital World Gone Mad
  4. 00:24:22
    Information Asymmetry
  5. 00:31:26
    Flows Now Trump Fundamentals
  6. 00:42:33
    Passive Investing, Market Structure and Investing
  7. 00:47:00
    Over-Investment Leads to Under-Investment
  8. 00:53:13
    Playing Cassandra in an Overvalued Market