How I Invest with David Weisburd

E437: Doug Beyer on Raising Capital, LP Psychology & GP Stakes

What if the biggest opportunity in private markets isn’t backing companies—but backing the next generation of investment firms? In this episode, I sit down with Douglas

E436: Nnamdi Okike on Billionaires, Founder Psychology & the Venture Capital Bubble

Can venture capital really be turned from instinct into science? Nnamdi Okike is Co-Founder and Managing Partner of 645 Ventures, where he leads Seed and Series A invest

E435: Why Most Companies Aren’t Ready for AI

Which competitive moats will actually survive the AI era? SC Moatti is Managing Partner at Mighty Capital and Board Chair at Products That Count. We break down what Migh

E434: Warren Gibbon on How AI is Changing the Private Markets

Are private markets still positioned to outperform public markets? Warren Gibbon is a Multi-Family Office Chief Investment Officer with deep experience across asset allo

E433: AlphaSense’s Chris Ackerson on AI, the Future of Finance & Finding Alpha

What happens to financial analysts when AI can do the work they used to spend all night doing? Chris Ackerson is SVP of Product at AlphaSense, where he focuses on applyi

E432: $24 Billion Investor on Private Credit, the Psychology of Winning & Fear of Failure

Is private credit really in a bubble, or are investors looking for risk in the wrong place? Theodore “Ted” Koenig is Chairman and CEO of Monroe Capital, a $24 billion pr

E431: Marty Kausas on AI, Trillion Dollar Startups & Founder Psychology

What if the best reason to start a company isn’t to change the world, but simply because you love the game? In this episode, I sit down with Marty Kausas, CEO of Pylon,

E430: Goldman Sachs’ Michael Bruun on AI, Private Equity & The War for Talent

What if AI makes talent, not technology, the biggest competitive advantage in private equity? Michael Bruun is Partner and Global Co-Head of Private Equity within Goldma

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 Agrawa

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