Episode Mentions
How I Invest with David Weisburd · Jun 12, 2026
E389: The Future of Investing: Data Centers, AI & the Next Trillion-Dollar Companies
“Referenced for Chris Elman's rules-based investment approach that outperformed active management”
AI Infrastructure and Power ConstraintsVenture Capital Concentration and Mega-RoundsPrivate Markets Duration and IPO Timing
View AnalysisHow I Invest with David Weisburd · Apr 27, 2026
E356: Why Co-Investments Are Taking Over Private Equity
“Referenced as implementing rules-based diversified co-investment strategy capturing structural alpha”
Private Equity Co-Investment Market GrowthIndependent Sponsor Model EconomicsBlind Pool Fund Alternatives
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ImpactAlpha Podcasts · Feb 24, 2026
NY Fed’s David Erickson on making missing markets for healthy communities
“California pension fund with $400B seeking to invest in neighborhoods where teachers want to live”
Making Missing Markets initiativeCommunity development financeUpstream vs downstream social investment
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