Podcast · 253 episodes
How I Invest with David Weisburd, page 2
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 2
E412: UPENN Endowment: Why AI Will Create a New Generation of PE & VC FirmsHow AI will reshape private equity and venture capital—especially operational value-add, deal sourcing, and organizational incentives—plus broader endowment/LP allocation lessons (concentration vs…5 Aug 2026 · 1 h · 25 chapters
E411: How AI Is Creating a New Generation of Venture FirmsHow AI is enabling “AI-native” venture capital—automating sourcing, diligence, memo writing, and decision support—while changing portfolio construction philosophy and founder evaluation criteria.3 Aug 2026 · 1 h 19 min · 36 chapters
E410: How Relationships Built a $3.6B Venture FirmHow relationships compound into venture capital success, including deal sourcing, thesis validation, winning competitive investments, and helping portfolio companies; plus contrarian investing,…31 Jul 2026 · 59 min · 34 chapters
E409: The Leadership Lessons That Built a $6.5 Billion FirmHidden-market investing in industrial real assets—why overlooked “middle of the country” industry can be mispriced, and how ITE built an edge by focusing on railcar leasing/related assets and…29 Jul 2026 · 1 h 2 min · 27 chapters
E408: HarbourVest: Why Venture Capital Is Chasing Trillion-Dollar CompaniesHarborVest’s Scott explains why venture capital is a power-law business, how top investors find and keep “winners,” and how secondary markets and co-investing create liquidity and access to cap…27 Jul 2026 · 43 min · 19 chapters
E407: Why Venture Capital is Becoming a Winner-Take All MarketVenture capital is becoming a winner-take-all market, with returns increasingly concentrated in a tiny number of firms that can reliably generate 3x+ net funds despite illiquidity and intense…24 Jul 2026 · 1 h 8 min · 22 chapters
E406: Why AI Won't Transform Most Enterprises for 10 YearsThe episode argues that AI won’t transform most enterprises for 5–10 years, mainly due to enterprise change management, legacy tech stacks, and the need for “context” (tribal knowledge, poorly…22 Jul 2026 · 57 min · 25 chapters
E405: Why AI Has Made Venture Capital Harder (Not Easier)How AI lowers barriers to starting companies, increases deal volume, and changes venture capital from “finding revenue signals” to deeper diligence—while also creating more FOMO-driven buying and…20 Jul 2026 · 1 h 16 min · 34 chapters
E404: Why This Billionaire Family Office Doesn't Rebalance Its Portfolio | Pincus Family CIOWhy taxable families should evaluate portfolio performance using after-tax returns, and how Pincus Capital Management builds portfolios without traditional endowment-style fixed rebalancing.17 Jul 2026 · 50 min · 23 chapters
E403: Why the Best Investment Firms Stay Small | Sound Point Capital FounderWhy top investment firms stay small; excess capital vs ideas; incentive design; founder-led discipline; and building a team culture that supports long-term investing.15 Jul 2026 · 1 h · 27 chapters
E402: $92B Coatue: Where the Value in AI Will AccrueWho captures value in AI—whether frontier LLMs or application companies win—and where investors should focus across the AI stack (data infrastructure and language models emphasized).13 Jul 2026 · 50 min · 28 chapters
E401: Einstein Was Wrong About What Actually CompoundsThe episode argues Einstein was wrong to treat compound interest as the main “eighth wonder.” The real compounding comes from brand, access to information, and especially relationships—plus the…10 Jul 2026 · 1 h 1 min · 26 chapters
E400: Anthony Pompliano on Power Laws, Conviction, and CompoundingPower laws in investing; how to spot asymmetric, durable opportunities; why compounding beats short-term heroics; and why “selling” and liquidity discipline matter.8 Jul 2026 · 1 h 10 min · 24 chapters
E399: How General Catalyst Finds Billion-Dollar StartupsGeneral Catalyst’s early-stage (seed) strategy for finding “category-defining” founders and positioning for waves like AI, defense, and space; plus views on generalist vs sector funds, signaling…6 Jul 2026 · 30 min · 16 chapters
E398: Hamilton Lane ($1T AUA) on Venture Capital, AI, and Private MarketsVenture and growth investing in private markets—how IPO/secondary liquidity affects venture LPs, how to distinguish luck vs skill, and where Hamilton Lane expects outsized returns (AI-driven private…2 Jul 2026 · 43 min · 20 chapters
E397: Why Venture Capital Is a Relationship Compounding MachineElizabeth Weil, founder/managing partner of Scribble Ventures, argues venture capital works like a network-effect system: relationships compound across sourcing, diligence, and helping portfolio…1 Jul 2026 · 45 min · 24 chapters
E396: The Future of Compute, Data Centers, and AIThe episode argues that compute will become a strategic, commodity-like resource like oil, requiring a liquid market to hedge volatility and enable faster AI scaling.29 Jun 2026 · 24 min · 15 chapters
E394: How Great LPs Pick Venture Funds | Jamie RhodeHow emerging venture managers win and how LPs should evaluate, underwrite, and allocate to them (including fund “GP market fit,” DPI/secondaries, team building, non-consensus investing, and portfolio…24 Jun 2026 · 39 min · 17 chapters
E393: What 8,000 LPs and GPs Taught Him About Investing | Ron BiscardiHow top LPs/GPs invest and raise capital in alternatives—emphasizing long sales cycles, the role of an “anchor” investor, EQ (behavior under volatility), conviction built from deep operational…22 Jun 2026 · 42 min · 20 chapters
E392: Jason Pritzker on Family Offices, Venture Capital, and Long-Term InvestingHow the Pritzker family built wealth using a “mortgage math” acquisition model, long-term tax-efficient ownership, and—most importantly—choosing partners who can run businesses for decades.19 Jun 2026 · 26 min · 16 chapters
E391: $17 Billion CIO on Taxes, Private Markets, and Building WealthHow a taxable-investor wealth management CIO builds portfolios to narrow the dispersion of outcomes over time, emphasizing taxes, fees, asset location, and behavioral/communication guardrails.17 Jun 2026 · 50 min · 27 chapters
E390: Ron Rofé on AI, Founder Obsession, and Venture ReturnsRon Rofé argues against “consensus” investing (including AI-only focus) and for backing founders with long-term obsession, resilience, and humility; he explains how early, non-consensus bets can…15 Jun 2026 · 41 min · 22 chapters
E389: The Future of Investing: Data Centers, AI & the Next Trillion-Dollar CompaniesInvesting in the AI era, focusing on power constraints, data centers, and how private markets (late-stage venture) are becoming the main source of growth exposure.12 Jun 2026 · 50 min · 25 chapters
E388: The Future of Investing: AI, Expert Networks, and Information AlphaInvestors are drowning in data but still lack “decision-grade” conviction.11 Jun 2026 · 34 min · 15 chapters