Podcasts · Investing
How I Invest with David Weisburd
404 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
People · top 20
Companies · top 20
Topics · top 10
GP-LP Relationship Alignment×2Compound Interest vs Relationship CompoundingCareer Starting Position and Brand EffectsOrganizational Culture as Competitive AdvantageVenture Capital Access and LP StrategyEmerging Manager Selection and PerformanceExcellence and Social Friction in OrganizationsFamily Office Wealth PreservationDirect Investing vs Blind Pool FundsConviction Building Through Deep Knowledge
Analyzed Episodes
Jul 10, 2026
E401: Einstein Was Wrong About What Actually Compounds
Compound Interest vs Relationship CompoundingCareer Starting Position and Brand EffectsOrganizational Culture as Competitive Advantage
View AnalysisJun 8, 2026
E385: Why Public Markets Need SpaceX, OpenAI & Anthropic
Late-Stage Private Market InvestingIPO Market Dynamics and Mega-Cap ListingsGrowth Stock Shortage in Public Markets
View AnalysisJun 9, 2026
E386: Adams Street ($70B): Venture Capital Has a New Problem
Venture Capital Manager Selection and Due DiligencePortfolio Construction and Time Diversification in VCVenture Capital Persistence and Return Dispersion
View AnalysisJun 10, 2026
E387: Where Alpha Hides in Private Equity | Josh Adams
Corporate carve-outs and orphan asset monetizationOperational value creation in private equityEuropean market entry and localization strategy
View AnalysisJun 12, 2026
E389: The Future of Investing: Data Centers, AI & the Next Trillion-Dollar Companies
AI Infrastructure and Power ConstraintsVenture Capital Concentration and Mega-RoundsPrivate Markets Duration and IPO Timing
View AnalysisJun 15, 2026
E390: Ron Rofé on AI, Founder Obsession, and Venture Returns
Venture capital investment strategyFounder selection and evaluation criteriaAI investment consensus and market inefficiency
View AnalysisMay 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
View AnalysisMay 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
View AnalysisMay 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
View AnalysisMay 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
View AnalysisNov 13, 2025
E241: How Spirits Became a $1 Trillion Alternative Asset Class
Alternative asset investingWhiskey barrel investmentsInstitutional investor behavior
View AnalysisMay 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
View AnalysisApr 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
View AnalysisApr 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
View AnalysisApr 27, 2026
E356: Why Co-Investments Are Taking Over Private Equity
Private Equity Co-Investment Market GrowthIndependent Sponsor Model EconomicsBlind Pool Fund Alternatives
View AnalysisApr 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
View AnalysisApr 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
View AnalysisApr 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
View AnalysisApr 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 AnalysisApr 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