[REPLAY] Josh Wolfe – Seeing the Lux (Capital Allocators, EP.65)

Capital Allocators – Inside the Institutional Investment Industry

Ted Seides – Allocator and Asset Management Expert

Investing, Business

4.8 • 806 Ratings

🗓️ 8 December 2025

⏱️ 72 minutes

🔗️ Recording | iTunes | RSS

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Summary

Josh Wolfe is the co-founder of Lux Capital, a $1.5 billion venture capital firm formed to support scientists and entrepreneurs who pursue counter-conventional solutions to the most vexing puzzles of our time. Josh's innovative thought process across his activities offers frameworks and insights applicable across the spectrum of investing.

Our conversation covers Josh's early passion for science and finance, building a competitive advantage in venture capital from scratch, sourcing ideas, conducting due diligence, making investment decisions, constructing portfolios, making exits, learning from mistakes, navigating a challenging private equity environment, posting on Twitter, active vs. passive management, dinner table conversation, and life lessons.

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Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com ⁠)

Transcript

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0:00.0	Capital Allocators is brought to you by my friends at WCM Investment Management.
0:07.3	WCM has the courage to back future histories not evident today, informed by their unrelenting
0:14.1	focus on moat trajectory and elevated by insights on corporate culture.
0:19.9	WCM's deep roots in public markets set the foundation for its approach to private investing.
0:26.5	They didn't just want to enter the private markets.
0:29.6	They wanted to improve the investing model itself.
0:33.1	Build something better aligned, more thoughtful, and truly long-term. As a firm owned by its people
0:40.2	and grounded in Laguna Beach, WCM is built for alignment and independent thought. Rather than
0:47.5	chasing a scoreboard, WCM invests with a partnership mentality to build meaningful relationships
0:53.8	with founders reimagining their
0:55.9	industries. They show up earlier, stick around later, and let value compound over years.
1:03.6	WCM's style is their edge. Authenticity over formality, two-way learnings over checklists, and stories over slide decks.
1:14.2	To learn more, visit wcminvest.com.
1:18.0	This testimonial will be provided by Ted Sides and Capital Alicators, who have been compensated
1:21.6	a flat fee by WCM.
1:23.0	The statement was made in connection with Capital Allocator's testimonial and production of podcasts,
1:26.0	and does not depend on the success or level of business generated. The opinions expressed
1:29.2	are solely those of capital allocators and may not reflect the opinions of others. Investing
1:32.3	involves risk, including the possible loss of principle. Past performance is not indicative of future
1:35.6	results. Please visit WCMinvest.com for WCM's ADV and further information.
1:42.0	Capital Allocators is also brought to you by SRS Aquium.
1:47.4	Want to make sure your M&A processes aren't stuck in the past?
	...

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