Josh Wolfe, every mention
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tap a year for its mentions
every year anyone Ted Seides 6Renata Quintini 2Vincent Daniel 1Sahil Bloom 1
Verbatim, from the transcripts: the passages where Josh Wolfe comes up
Year in Review 2025 (EP.478)
- ▶ 21:45 Ted Seides And then you could think about what Josh Wolf calls directional arrows of progress, things like defense and defense tech, certainly AI investments, particularly in infrastructure and data centers.
Porter Collins and Vincent Daniel - Big Shorts and Big Longs (Capital Allocators, EP.325)
- ▶ 34:14 Vincent Daniel We found this one early, and I think it was Josh Wolf who said, if they found uranium today and called it something else other than nuclear, I forgot what he called it, elemental power, they would crown this the holy grail, and there would…
Rod Wong – Empty Rooms: Innovation in Biotech at RTW (Capital Allocators, EP. 310)
- ▶ 5:21 Ted Seides Thanks to a recommendation from Josh Wolf, I used AI voice recognition software to clone my voice. 3 times in the scene
Sahil Bloom – Creativity, Investing, and Engineered Serendipity (Capital Allocators, EP.249)
- ▶ 46:43 Sahil Bloom I think Josh Wolf at Lux Capital, he writes all about this type of stuff, like directional arrows of progress is one of his big frameworks that I'm a student of.
Renata Quintini and Roseanne Wincek – Renegade Spin-Out in the Supercritical Stage, Venture is Eating the Investment World 11 (Capital Allocators, EP. 242)
- ▶ 9:22 Renata Quintini I met Josh and Peter at the Stanford Endowment. 2 times in the scene
Ted with Patrick O'Shaughnessy – Lessons from the World's Elite Money Managers (Capital Allocators, EP.184)
- ▶ 52:14 Ted Seides So that's where I think it's going to head, but probably the most fun part about it is what Josh Wolf calls a randomness and optionality.
Patrick O'Shaughnessy – O'Shaughnessy Asset Management (First Meeting, EP.01)
- ▶ 4:18 Ted Seides First Meeting episodes will be conversations with leading investment managers across asset classes, akin to my past conversations with the likes of value manager Tom Russo, growth manager Paul Black, hedge fund manager Jordy Visser,…