Wolfe predicts a massive pullback in institutional LP allocations to venture capital
Josh Wolfe · Josh Wolfe – Seeing the Lux (Capital Allocators, EP.65) · Aug 20, 2018 · at 48:26
Josh Wolfe, co-founder of Lux Capital, discusses the macroeconomic environment and capital overhang across private equity and venture capital asset classes with Ted Seides.
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“Private equity generally, of which venture capital is like, you know, the tiny bit that's generally clustered into that ass glass, I think is going to see a huge pullback in at least new allocations, if not the pace of allocations.”
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