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
- Sep 9, 2026 · 1h 8mAQR investor challenges portfolios built on hidden equity riskPeter Hecht argues that resilient portfolios require understanding their underlying exposures, testing signals rigorously, and diversifying beyond familiar stock-and-bond mixes.
- Sep 7, 2026 · 57 minAmerican Securities bets on focus as private equity scalesMichael Fisch offers a case study in building a large private equity firm without abandoning its core strategy, relationships, or long-term horizon.
- Sep 4, 2026 · 1h 3mAI makes founder judgment more valuable than pedigreeAs AI lowers the cost of building software and concentrates venture capital, investors must separate durable founder qualities from fashionable signals.
- Sep 2, 2026 · 1h 7mNotre Dame’s former CIO makes the case for concentrated investingScott Malpass explains why durable investment results depend less on diversification than on institutional alignment, cultural judgment, and trusted relationships.
- Aug 31, 2026 · 1h 1mCastelion bets on speed to rebuild America’s defense baseThe episode examines whether a new defense company can overcome entrenched procurement culture, scarce talent, and regulatory friction to produce weapons at scale.
- Aug 28, 2026 · 1h 12mInstitutional investors prize repeatable process over impressive track recordsThe episode examines how LPs can distinguish durable investment skill from attractive histories while building aligned, resilient portfolios and firms.
- Aug 26, 2026 · 55 minRidgemont built scale by making alignment a team sportJack Purcell’s account shows how a private equity firm can pursue growth without sacrificing incentives, discipline, succession, or long-term trust.
- Aug 24, 2026 · 1h 12mAI’s infrastructure bill reaches far beyond data centersThe AI buildout depends on scarce, capital-intensive systems whose scale, political exposure, and execution demands could reshape private-market investing.
- Aug 21, 2026 · 39 minPrivate companies force venture capital to rethink liquidityAs startups stay private longer, investors are building new secondary markets and public structures to access venture returns without decade-long lockups.
- Aug 19, 2026 · 60 minAI reshapes investing while human judgment holds its groundThe episode examines which investment workflows AI can commoditize and why accountability, trust, relationships, and judgment may become more valuable.
- Aug 17, 2026 · 1h 7mAlec Litowitz argues adaptability beats certainty in investingAs AI and algorithms make information faster but not necessarily better, Litowitz explains how investors can make decisions without mistaking confidence for knowledge.
- Aug 14, 2026 · 54 minWhy private credit’s biggest edge is institutional trustAs AI infrastructure demands enormous capital, investors must decide whether scale, reputation, and disciplined teams create durable advantages beyond returns.