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How I Invest with David Weisburd

Podcasts · Investing

How I Invest with David Weisburd

382 episodes · 20 with AI analysis

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.

AI Intelligence · across all analyzed episodes

Topics · top 10

Portfolio Liquidity Management and Supply Depot StrategyManager Selection and Alpha Persistence EvaluationFund Size and Style Drift Risk ManagementInstitutional Consultant Relationships and GovernanceInfrastructure Asset Class Allocation StrategyVenture Capital and Private Equity Manager SourcingOrganizational Culture and Talent Retention in Asset ManagementCrisis Preparation and Stress Scenario PlanningPerformance Fee Alignment and Risk IncentivesDirect Investment vs Fund-of-Funds Approach

Analyzed Episodes

May 21, 2026

E374: Why the Best Investors Prepare for Crashes Before They Happen

Portfolio Liquidity Management and Supply Depot StrategyManager Selection and Alpha Persistence EvaluationFund Size and Style Drift Risk Management
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May 14, 2026

E369: Midas List VC: Why Smart VCs Are Buying Secondaries

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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May 13, 2026

E368: Sovereign 2.0: How Mubadala Capital Is Reinventing the $430B Playbook w/CIO Oscar Fahlgren

Large-ticket private equity deals ($10B+)Complexity as investment thesisContinuation vehicles and long-term holds
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May 8, 2026

E365: Stanford GSB Professor on Venture Capital’s Manager Incentives

Carry structure and fee negotiations in private equityLP portfolio diversification and correlation analysisKey person provisions and fund manager continuity
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Nov 13, 2025

E241: How Spirits Became a $1 Trillion Alternative Asset Class

Alternative asset investingWhiskey barrel investmentsInstitutional investor behavior
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May 5, 2026

E362: Why Jensen Huang Believes Physical AI will be a $50 Trillion Market

Physical AI market opportunity and sizingReal-time location tracking and positioning technologyWireless network-based sensing and software-defined radios
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Apr 29, 2026

E358: The Woman Behind the World's Top GP Brands | Jen Prosek

Brand building in financial servicesGP marketing strategy and differentiationRetail capital distribution channels
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Apr 28, 2026

E357: CalSTRS CIO: Where Do You Invest $390 Billion Today?

AI transformation and technology disruption across industriesPortfolio diversification strategies in high-correlation environmentsInfrastructure and energy transition investment opportunities
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Apr 27, 2026

E356: Why Co-Investments Are Taking Over Private Equity

Private Equity Co-Investment Market GrowthIndependent Sponsor Model EconomicsBlind Pool Fund Alternatives
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Apr 24, 2026

E355: From Deal-by-Deal to a $6.5B Platform: Building a Real Estate Investment Empire

Real estate fund platform architecture and institutional infrastructureCapital formation and investor relations during market cyclesMultifamily acquisition strategy in secondary/tertiary markets
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Apr 23, 2026

E354: Why Most VCs Misunderstand Peter Thiel’s Power Law

Power Law Distribution in Venture CapitalFounder Selection and PsychologyFirst-Principles Thinking vs. A/B Testing
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Apr 22, 2026

E353: Why Biotech Is Struggling in Today’s Market (and the Future of Healthcare)

Biotech Drug Development EconomicsInflation Reduction Act Impact on Pharma PricingChina's Dominance in Drug Discovery
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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
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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
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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
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Apr 8, 2026

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

Trend-Following StrategiesPortfolio Construction and Rebalancing60/40 Portfolio Obsolescence
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Apr 3, 2026

E340: Why Family Offices Should Avoid 60/40 Portfolios

60/40 Portfolio AlternativesAfter-Tax Return OptimizationDiversification vs. Concentration
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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
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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
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Feb 27, 2026

E314: How Endowments Actually Think About Risk

Portfolio Construction in Private EquityEndowment Investment StrategyPrivate Equity Fee Structures
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