How I Invest with David Weisburd

E445: AngelList: Why Picking Winners Is the Wrong Way to Invest in Startups

What if the biggest advantage in venture capital isn't picking winners, but getting access to them? Erik Syvertsen is GM of Asset Management and Chief Legal Officer at A

E444: NEPC President on AI Portfolio Risk, Finding Top Funds, and Preparing for a Downturn

What if the biggest advantage in institutional investing isn’t finding better managers, but building an organization that can make better decisions over decades? In this

E443: Why the Next Trillion-Dollar Startup Won’t Be a Software Company

What if AI makes software abundant and shifts venture capital’s biggest opportunities into the physical world? Leo Polovets is a General Partner at Humba Ventures, an ear

E442: Nelson Mills on Building a $100 Billion Company, the China Threat, and the Future of War

What happens when autonomous underwater vehicles become cheap enough to manufacture at scale? Nelson Mills is the Founder of Vatn Systems, a defense technology company b

E441: Startup Investing When the Cost of Building Goes to Zero

What if AI makes the founder more important, not less? John Borthwick is the Founder of betaworks, the startup studio and venture firm behind companies including Giphy,

E440: What Steve Jobs Taught Me About Great Founders

What did Steve Jobs understand about building great companies that most founders miss? Steven Rosenblatt is Co-Founder and General Partner at Oceans, a seed-stage ventur

E439: Ethan Thornton: The 22-Year-Old Building a $3.7 Billion Defense Company

What if the future of warfare is determined by who can innovate faster, not who can spend more? Ethan Thornton is the Founder and CEO of Mach Industries, a defense techn

E438: Will Robbins on Elon Musk, AI & the Future of Silicon Valley

What if the biggest edge in venture capital is identifying an exceptional founder before everyone else does? Will Robbins is a technology-focused venture investor and fo

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