Get every episode of How I Invest with David Weisburd analyzed

We'll email you the full breakdown the moment new episodes drop.

Already have an account? Sign in

How I Invest with David Weisburd

Podcasts · Investing

How I Invest with David Weisburd

350 episodes · 16 with AI analysis

AI Intelligence · across all analyzed episodes

Topics · top 10

Lower Middle Market Private Equity StrategyProactive Sourcing and Sector SelectionBuy-Build and Add-On Acquisition StrategyContinuation Funds and Co-Investment VehiclesLeadership vs. Management in Portfolio CompaniesFounder-Owner Transition and ProfessionalizationAI in PE Sourcing and DiligenceIndustrial Services Sector FragmentationFund Size and Scope ManagementOrganic Growth vs. Multiple Arbitrage

Analyzed Episodes

Apr 15, 2026

E348: Why “Boring” Businesses Beat Venture Capital

Lower Middle Market Private Equity StrategyProactive Sourcing and Sector SelectionBuy-Build and Add-On Acquisition Strategy
View Analysis

Apr 16, 2026

E349: Built to Scale: The J.P. Morgan Growth Playbook

Growth Equity Investment StrategyPrivate Company Lifecycle ExtensionVenture Capital Fund Structures and Continuation Vehicles
View Analysis

Apr 10, 2026

E345: How I Raised $10 Billion in Venture Capital w/Scott Painter

Take-Private Transactions and FinancingVenture Capital Fundraising StrategyTurnaround Company Valuations
View Analysis

Apr 8, 2026

E343: The Death of the 60/40 Portfolio (And What Comes Next)

Trend-Following StrategiesPortfolio Construction and Rebalancing60/40 Portfolio Obsolescence
View Analysis

Apr 3, 2026

E340: Why Family Offices Should Avoid 60/40 Portfolios

60/40 Portfolio AlternativesAfter-Tax Return OptimizationDiversification vs. Concentration
View Analysis

Apr 2, 2026

E339: From Zero to $100 Million in 18 Months: Inside Legora

Vertical vs. Horizontal AI StrategyLegal Tech Market Opportunity and TAM ExpansionAI-Native CFO Role and Responsibilities
View Analysis

Apr 1, 2026

E338: How I Invest $9 Billion into VC & Private Equity

AI Disruption Risk in SaaS and SoftwareStructural Inflation and Interest Rate OutlookManager Selection and Due Diligence Methodology
View Analysis

Feb 27, 2026

E314: How Endowments Actually Think About Risk

Portfolio Construction in Private EquityEndowment Investment StrategyPrivate Equity Fee Structures
View Analysis

Feb 26, 2026

E313: Why the Endowment Model Doesn’t Work for Taxable Investors

Tax-efficient asset location and return-of-capital structuresEndowment model application to taxable private clientsPrivate market sourcing and deal access for RIAs
View Analysis

Feb 25, 2026

E312: The Power Law of Reputation in Venture Capital

Venture Capital Investment StrategyFounder Character AssessmentPower Law Distribution in VC Returns
View Analysis

Feb 24, 2026

E311: How Continuation Vehicles Quietly Reshaped Private Equity

Continuation Vehicle Structures and MechanicsPrivate Equity Fund Life Cycle OptimizationLP Liquidity and Distribution Management
View Analysis

Feb 23, 2026

E310: The DPI Problem Plaguing Venture Capital & PE

DPI (Distributions Per Invested Capital) crisis in private equity and venture capitalContinuation vehicles (CVs) and their impact on LP liquiditySecondary market sales and haircut pricing dynamics
View Analysis

Feb 19, 2026

E308: The Future of LP Liquidity

LP Liquidity and DPI ManagementBlockchain Technology in Capital MarketsAsset Tokenization and Standardization
View Analysis

Feb 20, 2026

E309: Why Most VCs Firms will Die by 2030

Agentic AI Systems and ArchitectureVenture Capital Firm Building and Brand MarketingFounder Selection and Psychographic Profiling
View Analysis

Feb 17, 2026

E306: Can VCs Actually Pick Winners? w/Eric Bahn

Early-stage venture capital selection criteria and predictive signalsHustle as execution velocity and throughput measurementPre-seed investment thesis and due diligence methodology
View Analysis

Jul 30, 2025

E193: GLP-1s, AI & the End of Sick Care: The Next $10B Health Tech Giant

Performance medicine paradigmGLP-1 microdosing protocolsTestosterone optimization therapy
View Analysis