Podcast · 253 episodes
How I Invest with David Weisburd, page 4
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 4
E363: How Nigel Morris Built QED into a Fintech PowerhouseNigel Morris (QED) recounts building Capital One from a “tiny acorns” strategy, then scaling QED into a fintech powerhouse by investing in founders, partnering with incumbents, and applying…6 May 2026 · 59 min · 26 chapters
E362: Why Jensen Huang Believes Physical AI will be a $50 Trillion MarketPhysical AI as a $50T market; Xynar’s “central nervous system” for the physical world by turning existing wireless networks into ultra-accurate, real-time sensors for locating devices and people…5 May 2026 · 32 min · 18 chapters
E361: Why Venture Capital is Not an Asset ClassVenture capital returns are driven more by manager selection and access to a tiny set of top-performing firms than by “venture” as a standalone asset class; the episode contrasts “access” vs “craft”…4 May 2026 · 42 min · 18 chapters
E360: The Hardest Lessons I Learned from Building 4 UnicornsThe episode centers on Alloy Therapeutics’ “hardest lessons” from building four biotech “unicorn” companies, and how to design a biotech infrastructure business that compounds innovation while…1 May 2026 · 54 min · 20 chapters
E359: What Charlie Munger Taught Me About Venture CapitalJamie’s long-running conversations with Charlie Munger and how that shaped his venture capital approach: intellectual honesty, staying in one’s zone of competence, long-term alignment with…30 Apr 2026 · 34 min · 17 chapters
E358: The Woman Behind the World's Top GP Brands | Jen ProsekJen Prosek, founder of Prosek (marketing communications firm focused on financial services), explains how and why branding/communications became essential for private markets after the 2008 crisis…29 Apr 2026 · 37 min · 17 chapters
E357: CalSTRS CIO: Where Do You Invest $390 Billion Today?CalSTRS CIO Scott (CalSTRS has ~$390B AUM) explains how AI, deglobalization, defense spending, and net-zero investment create a “fixed asset spending boom,” plus uncertainty that patient capital can…28 Apr 2026 · 30 min · 15 chapters
E356: Why Co-Investments Are Taking Over Private EquityWhy private equity co-investments are growing fast, and how co-investment (including independent sponsor) deals work, who invests, and what LPs look for.27 Apr 2026 · 35 min · 18 chapters
E355: From Deal-by-Deal to a $6.5B Platform: Building a Real Estate Investment EmpireHow Forum Real Estate built a real-estate investment platform (about $6.5B today) by shifting from deal-by-deal syndications to fund management, using conviction during the 2008 GFC and a flexible…24 Apr 2026 · 29 min · 16 chapters
E354: Why Most VCs Misunderstand Peter Thiel’s Power LawThe episode argues that most VCs misunderstand Peter Thiel’s “power law” by treating it as a magical unicorn-selection method, rather than a probabilistic outcome driven by deal selection,…23 Apr 2026 · 48 min · 22 chapters
E353: Why Biotech Is Struggling in Today’s Market (and the Future of Healthcare)Why biotech drug development is harder to invest in now, due to rising R&D costs, pricing pressure from the Inflation Reduction Act and “most favored nation” dynamics, and a compressed valuation…22 Apr 2026 · 33 min · 16 chapters
E352: JD Vance’s Co-Founder on Space Defense, Hard Tech, and the Biggest Opportunities AheadNarya co-founder discusses venture investing in “hard tech” and space defense, how to find risk-adjusted opportunities, and why most frontier tech is too far ahead; also covers founder traits, LP…21 Apr 2026 · 38 min · 12 chapters
E351: Why Most Family Offices Fail (And How a16z Fixed It)How a16z Perennial (a family-office-style platform) is designed “from first principles,” contrasting wealth management vs investment management, and arguing for taxable-investor growth, tax alpha,…20 Apr 2026 · 38 min · 21 chapters
E350: How Family Offices Quietly Build Generational WealthHow single-family offices build generational wealth, why principal-agent risk worsens when assets are commingled across different liquidity/tax horizons, and how momentum, benchmark choice, and…17 Apr 2026 · 32 min · 17 chapters
E349: Built to Scale: The J.P. Morgan Growth PlaybookJ.P. Morgan’s venture/growth investment “right to win” (capital + buyer’s lens), how venture outcomes are shifting (companies staying private ~15 years vs ~5–7 earlier), and how DPI/IPO dynamics are…16 Apr 2026 · 33 min · 16 chapters
E348: Why “Boring” Businesses Beat Venture CapitalWhy “boring” lower-middle-market industrial services beat venture capital, arguing for consistent private equity processes: proactive sourcing, buy-and-build, operational excellence, and disciplined…15 Apr 2026 · 27 min · 11 chapters
E347: The $26B CIO Who Turned Superforecasting Into AlphaHow Dr. Phil Tetlock-style superforecasting was applied to investment decision-making at Arizona PSPRS (a $26B pension fund) to improve calibration, reduce overconfidence, and change portfolio…14 Apr 2026 · 39 min · 14 chapters
E346: $7 Billion CIO: Why the Endowment Model is ChangingKaren (CIO) of Spider Management explains how endowment-style investing is evolving amid AI/tech change, liquidity concerns, and shifting market opportunities.13 Apr 2026 · 35 min · 18 chapters
E345: How I Raised $10 Billion in Venture Capital w/Scott PainterScott Painter explains how he raised and closed a $270M deal to take TrueCar private during a volatile, risk-off period, and what it cost him personally and professionally.10 Apr 2026 · 18 min · 11 chapters
E344: How the Top Family Offices are Investing TodayHow large family offices should invest like institutions, build venture and private equity portfolios, manage DPI/liquidity challenges, and rethink public vs private risk; also discusses continuation…9 Apr 2026 · 35 min · 17 chapters
E343: The Death of the 60/40 Portfolio (And What Comes Next)Why the classic 60/40 portfolio is failing, and what should replace the “bond sleeve” for generational investors—especially alternatives plus trend following.8 Apr 2026 · 43 min · 17 chapters
E342: The Rise of Venture SecondariesHow venture secondaries work, why they emerged during the 2022–2023 rate shock, and UltraVenture Partners’ late-stage venture liquidity strategy (direct secondaries, tenders, pro rata, minority…7 Apr 2026 · 35 min · 14 chapters
E341: Why VC is Changing Forever ($150 Billion LP)Consensus risk in venture and how private markets are changing (AI hype, “AI valuation reckoning,” bubble timing), plus how large LPs invest via multi-manager platforms, continuation vehicles,…6 Apr 2026 · 35 min · 14 chapters
E340: Why Family Offices Should Avoid 60/40 PortfoliosWhy family offices should avoid traditional 60/40 portfolios; instead build diversified, uncorrelated return streams, prioritize after-tax outcomes, and do manager diligence using tax reporting…3 Apr 2026 · 32 min · 17 chapters