Appears On
Episode Appearances
How I Invest with David Weisburd · Jun 12, 2026
E389: The Future of Investing: Data Centers, AI & the Next Trillion-Dollar Companies
“Referenced for thesis that small-value stocks have migrated to private markets, explaining public market underperformance”
AI Infrastructure and Power ConstraintsVenture Capital Concentration and Mega-RoundsPrivate Markets Duration and IPO Timing
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