Episode Appearances
TBPN · Jul 31, 2026
Leopold is Back! Big Tech Earnings, Defense Tech Deep Dive | Richard Craib, Trae Stephens, Blake Resnick
“Quoted for his philosophy that venture capital is a micro game, not a macro game — invest in generational companies.”
Situational Awareness LP fund drawdown and Citadel block saleHedge fund risk management and optimal leverage ratiosAlpha vs. beta distinction in quantitative finance
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How I Invest with David Weisburd · May 14, 2026
E369: Midas List VC: Why Smart VCs Are Buying Secondaries
“Midas List VC with 25+ years experience; transitioned from primary to secondary investing”
Secondary venture investing strategy and inflection point thesisFund size optimization and scarcity-driven fundraisingLP preferences: co-invest vehicles vs. blind pool funds
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Uncapped with Jack Altman · May 12, 2026
Uncapped #49 | Kevin Hartz & Bennett Siegel from A*
“Creating LP fund to help new managers concentrate capital; pioneered concentrated investment strategy”
Seed-stage venture capital strategy and fund managementFounder talent mapping and identificationAI application layer vs. foundation model competition
View AnalysisHow I Invest with David Weisburd · Apr 23, 2026
E354: Why Most VCs Misunderstand Peter Thiel’s Power Law
“Example of idiosyncratic partner approach focused on founder authenticity over data analysis”
Power Law Distribution in Venture CapitalFounder Selection and PsychologyFirst-Principles Thinking vs. A/B Testing
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