Capitalizing on Tech-Enabled Transformations

Featuring Josh Wolfe

In his much-anticipated return to Real Vision, Josh Wolfe, Lux Capital co-founder and managing director, speaks with Thiel Macro’s Michael Green about how 3D printing, virtual reality and the evolution of mathematical applications are bringing equality to the global economy. He explains that digital technology will soon transform the way in which trillions of dollars worth of physical goods are manufactured — and highlights how investors can capitalize as all these shifts occur. Filmed on June 5, 2018 in New York.

Published on
20 July, 2018
Topic
Macro, Technology, China
Duration
76 minutes
Asset class
Equities
Rating
5

Comments

  • IH

    Iain H.

    3 3 2018 01:30

    0       0

    Love to see him back again. SOON!

  • WH

    Winnie H.

    11 5 2016 17:01

    2       0

    He's really good. Can we get him back soon? Would like to know his thoughts now, especially regarding the timing of the next recession.

  • MA

    Melanie A.

    12 12 2015 22:37

    1       0

    Brilliant. Would love to see an update especially with the continued/recent oil & energy sector moves and high yield HFs suspending redemptions etc.

  • EB

    ELIZABETH B.

    22 11 2015 18:36

    0       0

    Make Michael Lewitt a regular guest.

  • DF

    Dave F.

    19 4 2015 03:15

    3       0

    Bravo - fantastic information & thought provoking. Could and do spend hours with these interviews.

  • EL

    Elizabeth L.

    9 4 2015 20:13

    3       0

    Would like to see the conversation style interview by Raoul with Michael as a regular feature minimum quarter frequency or more often would be even better.

  • LV

    Luís V.

    7 4 2015 20:43

    1       0

    "Common sense versus the professors", nice way to put it and answer to the ones calling him a bear. Where did I hear reference to a "phd standard"?
    Cheers, LV

  • DP

    David P.

    4 4 2015 20:06

    4       0

    Excellent interview. Interesting how many of these sharp minds tend to arrive at the same conclusions. RealVision is a ticket to a conference with all the smartest people but no travel required!!

  • WM

    Will M.

    4 4 2015 15:27

    1       0

    Simply an awesome discussion. Michael talks easily and clearly about the credit, stock and bond situation and the mess its in. Great interview,

  • BL

    Bruce L.

    2 4 2015 20:15

    1       0

    Dead on about gap risk in credit securities. Going to be epic fail. Excellent conversation.

  • EA

    Evan A.

    1 4 2015 20:04

    1       0

    First video I've watched and I already feel like I can justify the annual subscription

  • LP

    Lynn P.

    28 3 2015 21:59

    5       0

    Nicely complements John Mauldin's Thoughts from the Frontline this week.
    Clear consensus is to be the provider of capital. Only question is "when"?, which is unanswerable, of course.

  • BD

    Barry D.

    28 3 2015 15:57

    3       0

    thanks for the heads up on it's better to short the S&P vs the HYG

  • DK

    Damian K.

    28 3 2015 14:08

    2       0

    Great insights and clarity of thought

  • TJ

    Terry J.

    28 3 2015 13:20

    4       0

    Simply brilliant and so insightful.

  • TL

    T L.

    28 3 2015 11:53

    9       0

    he's great. more please

  • N.

    Nikolai ..

    28 3 2015 10:12

    2       0

    Really interesting, but I want to know what specifically the bears think has to change for the current situation to reset/normalise/etc.

  • ml

    michael l.

    28 3 2015 02:28

    19       0

    Excellent and eye opening. Market illiquidity risk...just another reason why we may never see the Fed taking more than a token step or two toward normalizing monetary policy.

  • db

    don b.

    28 3 2015 01:20

    0       9

    Keynesian

  • JS

    John S.

    27 3 2015 23:52

    6       0

    Superb

  • TQ

    Tom Q.

    27 3 2015 22:28

    10       0

    Exemplary - a powerful no-BS conversation that strips off the blinders.

  • NN

    Ninh N.

    27 3 2015 21:43

    8       0

    awesome content. Echoes many of the other interviews but from different viewpoints ie currency, debt markets, equities, fundamental, economic and technical basis other interviewees.

  • GT

    Graham T.

    27 3 2015 18:04

    3       0

    Charles Mackay will add another 20 pages.

  • VB

    Vincent B.

    27 3 2015 17:30

    5       0

    He's theman