Download Podcasts as MP3
Search for a podcast, browse episodes, and download MP3 files directly from the publisher's website. Every episode comes with a downloadable transcript - we generate one if the show doesn't provide it.
Episodes from How I Invest with David Weisburd
E429: Dr. V on AI, Market Bubbles & Finding the Next Anthropic
What if the biggest mistake in venture capital is investing in what already looks like a great venture investment? In this episode, I sit down with Dr. V (Vaibhav Agrawal), Founder ODDBIRD VC, is a San Francisco-based venture investor who spent nearly a decade at Lightspeed, to explore why he…
E428: Michael Green on Peter Thiel, SpaceX, and Inefficient Markets
What if passive investing is actually one of the biggest active forces shaping markets today? In this episode, I sit down with Michael Green, Founder and CIO at Tier1 Alpha Asset Management. Michael challenges the conventional view that stock prices primarily reflect fundamentals, arguing that the…
E427: AQR's Peter Hecht on AI, Market Bubbles & How the Best Investors Build Portfolios
Peter Hecht, Managing Director at AQR Capital Management, explains why diversification has to be measured by underlying risk rather than the number of investments you own. At AQR, diversification is a core principle: thousands of relatively small, uncorrelated investment decisions can collectively…
E426: American Securities CEO on Warren Buffett, Private Equity & Playing the Long Game
What happens when a private equity firm refuses to chase every new opportunity and spends 30 years getting better at one thing? David sits down with Michael Fisch, co-founder and CEO of American Securities, to unpack how the firm grew from a $71.4 million first fund to $23 billion in AUM without…
E425: What 30,000 Founders Taught Me About AI, Judgment & Top Founders
David sits down with Byron Ling of Twelve Below to unpack the judgment required to invest at the earliest stages of technology. After roughly 30,000 founder meetings over the past decade, Byron believes the strongest signals rarely appear on a résumé. He looks for an almost biological drive to win,…
E424: 32-Year Notre Dame CIO on Sequoia, Venture Capital & Concentration
What can 32 years as a university CIO teach you about identifying exceptional investors before everyone else does? David sits down with Scott Malpass, Co-Founder and Managing Partner of Grafton Street Partners and former Chief Investment Officer of the University of Notre Dame, to discuss the…
E423: Castelion CEO on Elon Musk, Hypersonic Missiles & the Future of Defense
David sits down with Bryon Hargis, co-founder of Castelion, to unpack why rebuilding America’s defense manufacturing capacity has become a national security imperative. Bryon explains why decades of consolidation and outsourcing weakened the defense industrial base, why America could struggle…
E422: Founding CIO of Berkeley Endowment on Track Records, Contrarian Investing & First-Time Funds
Why do so many GPs misunderstand what institutional LPs actually care about? David sits down with John-Austin Saviano, an Backing & Building Challenger Investment Firms and Former Endowment CIO, argues that one of the biggest mistakes GPs make is overemphasizing track record. Great LPs care less…
E421: Jack Purcell — Building an $11B Private Equity Firm
What if the biggest edge in private equity isn’t finding better deals, but designing better incentives? In this episode, I sit down with Jack Purcell, Managing Partner at Ridgemont Equity Partners, to unpack how alignment helped turn a Bank of America spinout with fewer than 15 people into a…
E420: Why Infrastructure Is a $40 Trillion Opportunity
What if the biggest AI investment opportunity isn’t AI companies, but the infrastructure required to make AI possible? David sits down with Stuart Waugh, Managing Partner of Northleaf Capital Partners, to explore why the AI boom is creating massive demand for power, data centers, communications…
E419: Venture Capital Has a Liquidity Crisis
Venture capital was designed around a relatively simple model: invest in a startup, help it grow, and eventually exit through an acquisition or IPO. David sits down with Benjamin Black Powerlaw Corp. (Nasdaq: PWRL), Akkadian Ventures, Ben invests in growth-stage technology companies while providing…
E418: AI, Venture Capital & the Future of Investing
Most venture firms think AI is another productivity tool. David sits down with John Melas-Kyriazi co-founder and CEO of Standard Metrics—the AI-native portfolio management platform used by leading venture capital and private equity firms—to discuss how AI is transforming every stage of investing,…