Podcast · 253 episodes
How I Invest with David Weisburd
by David Weisburd · English
How I Invest with David Weisburd is a podcast that interviews the world's leading institutional investors. Previous guests include The Ford Foundation, Northwestern University Endowment, CalPERS, Stepstone, and other top limited partners.
Latest episodes
E436: Nnamdi Okike on Billionaires, Founder Psychology & the Venture Capital BubbleHow venture capital can be “quantified” beyond instinct by underwriting founder psychology, conviction, and team ability to iterate; why contrarian “non-central casting” founders and “inflections”…30 Sep 2026 · 1 h 7 min
E435: Why Most Companies Aren’t Ready for AIWhy most companies lack an AI “moat,” which business models still work post-AI, and how AI is changing M&A, venture investing, and go-to-market.28 Sep 2026 · 44 min
E434: Warren Gibbon on How AI is Changing the Private MarketsWarren Gibbon discusses how AI is reshaping private markets and investing assumptions—especially around AI infrastructure spending, private equity/venture returns, and the need to “re-underwrite”…25 Sep 2026 · 1 h 1 min
All episodes
E436: Nnamdi Okike on Billionaires, Founder Psychology & the Venture Capital BubbleHow venture capital can be “quantified” beyond instinct by underwriting founder psychology, conviction, and team ability to iterate; why contrarian “non-central casting” founders and “inflections”…30 Sep 2026 · 1 h 7 min · 28 chapters
E435: Why Most Companies Aren’t Ready for AIWhy most companies lack an AI “moat,” which business models still work post-AI, and how AI is changing M&A, venture investing, and go-to-market.28 Sep 2026 · 44 min · 20 chapters
E434: Warren Gibbon on How AI is Changing the Private MarketsWarren Gibbon discusses how AI is reshaping private markets and investing assumptions—especially around AI infrastructure spending, private equity/venture returns, and the need to “re-underwrite”…25 Sep 2026 · 1 h 1 min · 32 chapters
E433: AlphaSense’s Chris Ackerson on AI, the Future of Finance & Finding AlphaChris Ackerson (AlphaSense) argues AI will not eliminate finance roles but will shift analysts’ work from manual research/execution to higher-value activities (client meetings, corporate actions).23 Sep 2026 · 37 min · 16 chapters
E432: $24 Billion Investor on Private Credit, the Psychology of Winning & Fear of FailureMonroe Capital’s origin and growth in private credit; how the 2008 financial crisis reshaped lending; why private credit is viewed as resilient (not a bubble); and the psychology of winning, fear of…21 Sep 2026 · 48 min · 17 chapters
E431: Marty Kausas on AI, Trillion Dollar Startups & Founder PsychologyMarty Kausas (Pylon) explains how to build a trillion-dollar AI-enabled B2B company: be honest about founder motivation (“fun and adventure”), choose large markets, use product-market fit as the…18 Sep 2026 · 1 h 15 min · 36 chapters
E430: Goldman Sachs’ Michael Bruun on AI, Private Equity & The War for TalentHow Goldman Sachs’ Michael Bruun thinks CEOs and private equity firms should adopt AI—top-down leadership plus safe experimentation—while using talent, networks, and operational resources to create…16 Sep 2026 · 38 min · 22 chapters
E429: Dr. V on AI, Market Bubbles & Finding the Next AnthropicDr. V (venture investor, former Lightspeed partner) argues venture is currently undervalued versus past tech overvaluation cycles; AI will disrupt labor first where errors are cheap and feedback…14 Sep 2026 · 34 min · 15 chapters
E428: Michael Green on Peter Thiel, SpaceX, and Inefficient MarketsMichael Green (Thiel Macro) argues markets are driven less by fundamentals and more by flows created by passive/index rules, leverage products, and “facilitators” that front-run predictable demand.11 Sep 2026 · 46 min · 25 chapters
E427: AQR's Peter Hecht on AI, Market Bubbles & How the Best Investors Build PortfoliosAQR portfolio-construction and investing framework—tracking error/active risk, how passive affects markets, what “alpha” means, the role of diversification, and how AI should be used without assuming…9 Sep 2026 · 1 h 5 min · 23 chapters
E426: American Securities CEO on Warren Buffett, Private Equity & Playing the Long GameAmerican Securities Capital Partners CEO David Rockefeller (American Securities) discusses how private equity evolved since the early 1980s, why “cash flow not EPS” drives buyout math, and how to…7 Sep 2026 · 55 min · 24 chapters
E425: What 30,000 Founders Taught Me About AI, Judgment & Top FoundersHow early-stage investors can find “alpha” by judging founders’ traits (not pedigree) using second-order thinking, authenticity, urgency, storytelling/clarity of writing, and a high rate of learning;…4 Sep 2026 · 1 h · 28 chapters
E424: 32-Year Notre Dame CIO on Sequoia, Venture Capital & ConcentrationScott (32-year CIO at Notre Dame) discusses how Notre Dame’s endowment strategy and governance enabled long-term investing, why “investing is a people business,” how to evaluate venture/GPs, and how…2 Sep 2026 · 1 h 7 min · 22 chapters
E423: Castelion CEO on Elon Musk, Hypersonic Missiles & the Future of DefenseCastelion CEO episode argues the U.S. must develop hypersonic missiles now to restore defense manufacturing dominance as adversaries (especially China) scale weapon production.31 Aug 2026 · 59 min · 23 chapters
E422: Founding CIO of Berkeley Endowment on Track Records, Contrarian Investing & First-Time FundsHow LPs should evaluate GPs and fund managers—why track records are backward-looking, and why durable, observable investment processes matter more.28 Aug 2026 · 1 h 9 min · 25 chapters
E421: Jack Purcell — Building an $11B Private Equity FirmJack Purcell (Ridgemont) explains how to build a private equity firm around incentive alignment and long-term partnership structures, not just “great investments.” He covers GP/LP alignment…26 Aug 2026 · 52 min · 23 chapters
E420: Why Infrastructure Is a $40 Trillion OpportunityNorthleaf’s managing partner argues infrastructure is the key “enabler” of the AI boom, not AI itself.24 Aug 2026 · 1 h 9 min · 29 chapters
E419: Venture Capital Has a Liquidity CrisisVenture capital’s liquidity and access problem—VC funds are still sold as 10-year illiquid products despite “infinite extensions,” while demand for liquidity has created an unregulated shadow market…21 Aug 2026 · 39 min · 15 chapters
E418: AI, Venture Capital & the Future of InvestingHow AI is changing venture capital across the full investing lifecycle (research, sourcing, diligence, portfolio management, and back office), with a focus on “grassroots” adoption, tool preferences,…19 Aug 2026 · 1 h · 21 chapters
E417: $20B Investor on Risk, Uncertainty & AdaptabilityHow to distinguish pricing risk (known probabilities) from uncertainty (no reliable model), and how to profit by resolving uncertainty early via feedback loops, “strong opinions, weakly held,” and…17 Aug 2026 · 1 h 7 min · 24 chapters
E416: Ares Investor on Data Centers, Investing Moats & Lessons LearnedWhy large investors keep consolidating and why data centers are a prime target for “scale” capital, framed as long-duration, lease-backed infrastructure with portfolio diversification and energy…14 Aug 2026 · 54 min · 24 chapters
E415: Why Every VC Is Suddenly Investing in DefenseWhy venture capital is suddenly pouring into defense tech, driven by global conflict/macro competition (U.S.-China, Ukraine, Iran/Hormuz), a “flywheel” of early winners (Palantir, SpaceX, Anduril),…12 Aug 2026 · 59 min · 24 chapters
E414: How LPs Evaluate GPs in the AI EraHow LPs and diligence GPs evaluate GPs in the AI era, focusing on what information sources AI systems prioritize, and how GPs should build differentiated, trustworthy brands across media channels.10 Aug 2026 · 1 h 8 min · 28 chapters
E413: How AI Will Reinvent Venture CapitalFootwork’s “AI-native” venture capital model—rebuilding VC workflows around always-on agents, using AI to populate and update their CRM (Affinity) instead of manual pipeline work, and using AI as a…7 Aug 2026 · 50 min · 28 chapters