How I Invest with David Weisburd

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 Alp

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

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-fo

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

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 Man

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.

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

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 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 Partne

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

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 manageme

E417: $20B Investor on Risk, Uncertainty & Adaptability

Most investors spend their careers trying to eliminate risk. David sits down with Alec Litowitz the founder of Qstar Capital, founder and former CEO of Magnetar Capital,

E416: Ares Investor on Data Centers, Investing Moats & Lessons Learned

Why do the largest investment firms keep getting bigger? David sits down with Joel Holsinger, Co-Head of Ares Alternative Credit, to discuss why scale has become one of

E415: Why Every VC Is Suddenly Investing in Defense

For years, defense investing was considered off limits for most venture capital firms. Today, billions of dollars are flowing into defense startups as AI, drones, autono

E414: How LPs Evaluate GPs in the AI Era

For decades, fundraising was driven by relationships. Today, it increasingly starts with AI. David sits down with Lex Suvanto, Global CEO of Edelman Smithfield, to discu

E413: How AI Will Reinvent Venture Capital

Most venture firms are experimenting with AI. Footwork rebuilt the entire firm around it. David sits down with Nikhil Trivedi, Co-Founder & General Partner at Footwork,

E412: UPENN Endowment: Why AI Will Create a New Generation of PE & VC Firms

AI isn't just changing technology—it is reshaping how investment firms create value, evaluate managers, and generate alpha. David sits down with Thomas Scriven, Managing

E411: How AI Is Creating a New Generation of Venture Firms

Most venture firms are using AI to save time. Earlybird is using it to generate alpha. David sits down with Andre Retterath, General Partner at Earlybird, to discuss how

E410: How Relationships Built a $3.6B Venture Firm

Consumer startups may grab the headlines, but some of the most valuable companies are built by solving mission-critical problems for businesses. David sits down with Ric

E409: The Leadership Lessons That Built a $6.5 Billion Firm

Most investors chase what's exciting. Jason Koenig built a $6.5 billion firm by investing where almost nobody was looking. In this conversation, Jason explains why overl