Podcast · 253 episodes
How I Invest with David Weisburd, page 11
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.
All episodes, page 11
E194: From Broke & Sleeping on the Floor to a $1 Billion Exit w/Tom BilyeuTom Bilyeu argues that success comes from “physics of progress”: mapping cause-and-effect via first principles, running scientific-method loops (hypothesis, expected outcome, test, revise), and…1 Aug 2025 · 55 min · 28 chapters
E193: GLP-1s, AI & the End of Sick Care: The Next $10B Health Tech GiantPerformance medicine for healthy people using evidence-based, personalized drug protocols (GLP-1 microdosing and testosterone delivery), plus AI-enabled research, dosing, coaching, and at-home…30 Jul 2025 · 44 min · 14 chapters
E192: Lessons from a Top Pension Turnaround w/Anurag ChandraHow IQ vs EQ, networking, and team-based execution drive performance; then a detailed case study of San Jose’s pension turnaround and governance/risk lessons applied to a family office, including…28 Jul 2025 · 37 min · 16 chapters
E191: Randal Quarles: From Fed Vice Chair to Private Equity TrailblazerRandall Quarles explains why private equity can fit pensions/endowments better than family offices (tax timing, redeployment complexity, and portfolio-company disruption from short hold periods).25 Jul 2025 · 53 min · 22 chapters
E190: $600 Billion Parametric CIO: Thomas Lee on Markets, Debt & TrustThomas Lee (Parametric CIO) discusses inflation measurement (CPI vs PCE), the Fed’s credibility via the 5-year/5-year forward inflation rate, and why markets don’t expect “inflation to pay down” U.S.23 Jul 2025 · 53 min · 21 chapters
E189: Inside the Goldman Sachs Prop Desk: Lessons from a Top Trader w/Nancy DavisNancy Davis, former Goldman Sachs prop desk trader (Risk Arbitrage), explains how her team invested Goldman’s capital using nonlinear options (“debit card” risk) rather than stop-losses, emphasizing…21 Jul 2025 · 20 min · 7 chapters
E188: The CAZ Way: Alignment, Access & Asymmetric UpsideKaz (CAS) discusses its “CAZ Way” for investing and partnering with RIAs: alignment of interests, access to differentiated private-market opportunities, flexible structures (including leverage and…18 Jul 2025 · 1 h 20 min · 30 chapters
E187: Why Holding Companies Beat Private Equity w/Matt ForanStoic Lane’s “permanent” holding-company model for acquiring and operating fragmented SMB services (real estate and service roll-ups), arguing it outperforms private equity by preserving legacy…16 Jul 2025 · 43 min · 16 chapters
E186: Where’s the Alpha Opportunity in VC in 2025? w/Abe FinkelsteinWhether European venture capital is “dead” in 2025, how AI regulation vs AI talent (e.g., Paris) affects Europe, and Vintage’s approach to investing across VC funds and startups (fund-to-funds,…14 Jul 2025 · 49 min · 17 chapters
E185: Why Institutional Investors Invest into C-Class Real Estate w/Amy RubinsteinClear Investment Group’s strategy for investing in C-class workforce/multifamily housing by buying large, distressed (management-failing) properties, stabilizing them to match current submarket…11 Jul 2025 · 36 min · 15 chapters
E184: How Casper Hit $100M in Year One: The Untold Startup PlaybookCasper’s origin and hypergrowth playbook for direct-to-consumer mattresses, scaling culture/organization, going public just before COVID, acquisition context, and post-Casper investing via Montauk…9 Jul 2025 · 1 h 3 min · 30 chapters
E183: How to Raise Institutional Capital w/iConnections CEO Ron BiscardiHow iConnections (CEO Ron Biscardi) helps GPs and LPs raise and deploy institutional capital by improving “cap intro” matchmaking, education, and ongoing relationship management—using a software…7 Jul 2025 · 1 h 3 min · 24 chapters
E182: Lessons from 17 Years at Menlo Ventures and Accel w/Tyler SosinTyler Sosin explains his “villain” investment thesis—backing vertical software/AI/payments companies that will become dominant, customer-locked, and hard to displace over decades.2 Jul 2025 · 52 min · 22 chapters