Podcast · 253 episodes
How I Invest with David Weisburd, page 9
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 9
E243: The Gift Hidden Inside The Biggest CrisisUsing Hercules’ “12 tasks” as a framework for facing life’s hardest trials, arguing that the “biggest crisis” can contain a hidden gift that strengthens you.16 Nov 2025 · 3 min · 1 chapter
E242: How an 18-Year-Old Harvard Dropout Raised $47MFounder of Dubb (a regulated copy-trading platform) explains why retail investors underperform, how Dubb lets users copy proven traders/portfolio creators, and how social media and “mimetic” behavior…14 Nov 2025 · 42 min · 17 chapters
E241: How Spirits Became a $1 Trillion Alternative Asset ClassHow spirits (especially whiskey aging/bourbon barrels) became a $1T alternative asset class, and how incentives, sourcing, correlation, and fund scaling affect investing.13 Nov 2025 · 34 min · 21 chapters
E240: The Edge: Risk, Discipline, and Judgment in VentureHow venture and hard-tech investing should manage risk and judgment—finding “edge” in manager/founder selection, investing through cycles, and backing credible leaders in non-consensus,…11 Nov 2025 · 53 min · 25 chapters
E239: FemHealth Ventures: Sara Crown Star on Redefining Success Beyond the Family BusinessSara Crown Star, a venture partner at FemHealth Ventures, explains the fund’s “FemHealth Framework” for investing in women’s health conditions that affect women differently (e.g., reproductive…10 Nov 2025 · 29 min · 14 chapters
E238: Acting Fast and Slow“Acting Fast and Slow” contrasts phasic dopamine (immediate reward loops) with tonic dopamine (long-term reward cycles) and argues that business success comes from “acting slow”: protecting deep work…9 Nov 2025 · 7 min · 3 chapters
E237: The $150 Trillion Revolution in Private MarketsHow tokenization/blockchain could “on-ramp” retail investors into private markets by improving automation, “factualization,” efficiency, and cross-border access; also how Republic structures…7 Nov 2025 · 1 h · 28 chapters
E236: How the Top 0.1% Founders Build AI CompaniesHF0’s “residency” model for building AI startups by increasing founders’ “rate of realizations” and enabling uninterrupted “flow” through “subtraction” (removing distractions/context switching).5 Nov 2025 · 46 min · 15 chapters
E235: The First Thing LPs Notice That GPs Never Think AboutHow institutional allocators should think about investing as an “infinite game,” build holistic endowment-style portfolios, and diligence GPs—especially to detect when “alpha” is actually disguised…3 Nov 2025 · 54 min · 18 chapters
E234: Three Rules Every Great Investor Lives and Dies ByThree rules great investors follow: (1) don’t obsess over cognitive consistency; treat beliefs as heuristics and prioritize results as markets change (including AI-driven shifts).1 Nov 2025 · 3 min · 2 chapters
E233: Why Stablecoins Could Rewrite Global Finance — Faster Than Anyone ThinksThe episode argues that stablecoins and “programmable money” could transform global finance by making dollar value transfer software-like and real-time, and it reframes investing as “dollars are…31 Oct 2025 · 1 h 4 min · 26 chapters
E232: The CIO of Hunter Point Explains the New Era of GP Stakes InvestingHunter Point’s CIO explains why GP stakes investing should be built as a long-term partnership rather than optimized through auctions, and how Hunter Point structures deals (typically 10–15% equity,…29 Oct 2025 · 51 min · 23 chapters
E231: Lloyd Blankfein: Keynote at AlphaSummitAlphaSense AlphaSummit 2025 keynote conversation on leadership, market intelligence, and AI-era decision-making, with Lloyd Blankfein’s views on Wall Street leverage, risk control, and public vs…27 Oct 2025 · 36 min · 11 chapters
E230: What Great VCs Actually Do for FoundersHow great VCs help founders early—acting as “thought partners” who ask incisive questions, stay emotionally steady, and avoid ego—while also arguing that LLMs remove coding/syntax barriers so…24 Oct 2025 · 57 min · 36 chapters
E229: Inside Industry Ventures: The $8 Billion Firm Backing 650 Venture FundsIndustry Ventures’ co-investment/direct investing approach, how it evaluates seed-to-growth opportunities, and why “customer calls” and manager “believability” matter more than valuation comps.22 Oct 2025 · 41 min · 20 chapters
E228: Balaji Srinivasan: “The Dollar Is Already Dead” and What Comes NextBalaji Srinivasan argues that the internet will eventually “succeed America” by enabling new, internet-native forms of governance and sovereignty.20 Oct 2025 · 2 h 51 min · 62 chapters
E227: The Future of Venture: Ryan Hoover on Productizing VCRyan Hoover (Weekend Fund) explains “productizing VC” by treating venture as scalable systems: productizing LP communication, using tools for founder intros, and scaling via weekend partners/scouts.17 Oct 2025 · 44 min · 19 chapters
E226: How Franklin Templeton Built a $1.6 Trillion Business Through PartnershipsFranklin Templeton’s growth in private markets (about $1.6T total AUM; ~$260B in private markets) and how it plans to keep scaling via partnerships, strategy selection, and acquisitions.15 Oct 2025 · 52 min · 19 chapters
E225: Inside the $324B Playbook: How Hightower Is Reshaping Wealth ManagementHightower’s wealth-management strategy for “democratizing and miniaturizing” private markets, integrating NEPC research, and preparing clients for AI-driven disruption and market downturns via…13 Oct 2025 · 52 min · 25 chapters
E224: Ex-CIO of Northern Trust: The Next Decade Belongs to Bonds, Not StocksWhy fixed income may outperform stocks over the next decade, and how to build a bond portfolio that provides “insurance” during equity selloffs via duration, risk decomposition, and dynamic…10 Oct 2025 · 56 min · 23 chapters
E223: The Art of Capital Allocation at $86 Billion ScaleFuture Standard (rebranded July 2024 after a June 2023 merger) is an alternatives allocator managing $86B+ across private equity, private credit, and real estate, with 12 offices and 600…8 Oct 2025 · 58 min · 26 chapters
E222: Why 90% of Managers Fail Before Fund 3Why most venture fund managers fail around fund 3, and what GPs should learn from LPs—especially the role of long-term durability, portfolio construction, and “trust” in GP–LP relationships.6 Oct 2025 · 1 h 9 min · 28 chapters
E221: From Citadel to Family Office CIO: Sid Malhotra’s Investment LessonsSid Malhotra (Cactus Capital CIO) explains how single family offices can align incentives, pursue absolute returns, prepare for sell-offs, and invest strategically (including illiquids, dry powder,…3 Oct 2025 · 38 min · 18 chapters
E220: Why Family Offices Quietly 5x’d Their Alt AllocationsThe episode argues that RIAs and individuals avoid private-market alternatives mainly due to operational complexity, and claims AI-enabled software can unlock broader adoption.1 Oct 2025 · 25 min · 10 chapters