How I Invest with David Weisburd
Hosted by David Weitman · 27 decoded episodes · newest Oct 7, 2026
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.
Episodes 27
- Oct 7, 2026 · 57 minDefense startups challenge Pentagon cost assumptionsThe conversation connects cheaper weapons and faster production to a broader shift in how military power, procurement, and deterrence are evaluated.
- Oct 5, 2026 · 1h 17mAI reshapes software, venture capital and founder selectionAs AI makes software cheaper to build, investors must decide whether their edge comes from capital, pattern recognition, or durable founder trust.
- Oct 2, 2026 · 45 minEmerging managers seek capital beyond traditional GP stakesThe episode explains how early-stage investment firms can overcome fundraising, infrastructure, and LP-confidence barriers before they have institutional scale.
- Sep 30, 2026 · 1h 7mVenture investors turn instinct into evidenceThe conversation examines how investors can judge founders, markets, capital needs, and uncertainty without confusing conviction with certainty.
- Sep 28, 2026 · 47 minAI Turns Culture and Product Design Into Competitive MoatsAs AI weakens traditional software advantages, companies must rethink how they innovate, allocate capital, measure productivity, and develop talent.
- Sep 25, 2026 · 1h 3mAI forces investors to rethink private-market advantagesHigher rates, costlier leverage, crowded strategies, and rapid AI adoption are challenging the assumptions behind private-market portfolios.
- Sep 23, 2026 · 39 minFinance AI shifts analysts from research to judgmentAs AI takes over more financial research, the advantage may depend less on model access than on trusted data, verification, and human decision-making.
- Sep 21, 2026 · 50 minPrivate credit’s growth puts underwriting discipline to the testTed Koenig connects private credit’s rise to the incentives, operating choices, and personal sacrifices behind building a large investment firm.
- Sep 18, 2026 · 1h 18mPylon bets AI startups can outpace software incumbentsThe conversation connects AI’s disruption of specialized B2B software to the harder organizational work required after product-market fit.
- Sep 16, 2026 · 41 minAI Forces Private Equity Back to FundamentalsThe episode connects higher rates, AI adoption, operating discipline, and talent strategy to how private equity creates value in a more demanding market.
- Sep 14, 2026 · 36 minVenture investors hunt pattern breakers before consensus arrivesAs AI reshapes labor and private markets grow more complex, investors face pressure to move early without mistaking momentum for durable opportunity.
- Sep 11, 2026 · 46 minPassive flows reshape markets and threaten traditional investingThe episode examines whether retirement inflows, index mechanics, leverage, and shrinking liquidity have made markets more vulnerable to abrupt reversals.