How I Invest with David Weisburd — Podcast advertentieanalyse
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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.
PodSkip has analyzed 5 episodes of How I Invest with David Weisburd, averaging 1.8 ads per episode (4% of runtime).
E443: Why the Next Trillion-Dollar Startup Won’t Be a Software Company
Oct 16, 2026
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 early-stage deep tech fund…
E442: Nelson Mills on Building a $100 Billion Company, the China Threat, and the Future of War
Oct 14, 2026
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 building autonomous underwater…
E441: Startup Investing When the Cost of Building Goes to Zero
Oct 12, 2026
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, Dots, bitly, and TweetDeck…
E440: What Steve Jobs Taught Me About Great Founders
Oct 09, 2026
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 venture firm based in New York…
E439: Ethan Thornton: The 22-Year-Old Building a $3.7 Billion Defense Company
Oct 07, 2026
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 technology company he started…
E438: Will Robbins on Elon Musk, AI & the Future of Silicon Valley
Oct 05, 2026
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 founder of Robbins Capital…
E437: Doug Beyer on Raising Capital, LP Psychology & GP Stakes
Oct 02, 2026
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 Beyer, managing partner and…
E436: Nnamdi Okike on Billionaires, Founder Psychology & the Venture Capital Bubble
Sep 30, 2026
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 investments in software and…
E435: Why Most Companies Aren’t Ready for AI
Sep 28, 2026
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 Mighty Capital learned from…
E434: Warren Gibbon on How AI is Changing the Private Markets
Sep 25, 2026
Are private markets still positioned to outperform public markets?
Warren Gibbon is a Multi-Family Office Chief Investment Officer with deep experience across asset allocation, equity research, and…
E433: AlphaSense’s Chris Ackerson on AI, the Future of Finance & Finding Alpha
Sep 23, 2026
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 applying information retrieval…
E432: $24 Billion Investor on Private Credit, the Psychology of Winning & Fear of Failure
Sep 21, 2026
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 private credit firm. We break…
E431: Marty Kausas on AI, Trillion Dollar Startups & Founder Psychology
Sep 18, 2026
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, to unpack how he thinks about…
E430: Goldman Sachs’ Michael Bruun on AI, Private Equity & The War for Talent
Sep 16, 2026
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 Goldman Sachs Asset Management. We…
E429: Dr. V on AI, Market Bubbles & Finding the Next Anthropic
Sep 14, 2026
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 Agrawal), Founder ODDBIRD VC, is a…
E428: Michael Green on Peter Thiel, SpaceX, and Inefficient Markets
Sep 11, 2026
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 Alpha Asset Management. Michael…
E427: AQR's Peter Hecht on AI, Market Bubbles & How the Best Investors Build Portfolios
Sep 09, 2026
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. At AQR, diversification is…
E426: American Securities CEO on Warren Buffett, Private Equity & Playing the Long Game
Sep 07, 2026
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-founder and CEO of American…
E425: What 30,000 Founders Taught Me About AI, Judgment & Top Founders
Sep 04, 2026
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 the past decade, Byron…
E424: 32-Year Notre Dame CIO on Sequoia, Venture Capital & Concentration
Sep 02, 2026
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 Managing Partner of Grafton…
E423: Castelion CEO on Elon Musk, Hypersonic Missiles & the Future of Defense
Aug 31, 2026
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.
Bryon explains why decades of…
E422: Founding CIO of Berkeley Endowment on Track Records, Contrarian Investing & First-Time Funds
Aug 28, 2026
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 and Former Endowment CIO…
E421: Jack Purcell — Building an $11B Private Equity Firm
Aug 26, 2026
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 at Ridgemont Equity Partners…
E420: Why Infrastructure Is a $40 Trillion Opportunity
Aug 24, 2026
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 Partner of Northleaf Capital…
E419: Venture Capital Has a Liquidity Crisis
Aug 21, 2026
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 Benjamin Black Powerlaw…
E418: AI, Venture Capital & the Future of Investing
Aug 19, 2026
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 management platform used by leading…
E417: $20B Investor on Risk, Uncertainty & Adaptability
Aug 17, 2026
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, and one of Citadel's…
E416: Ares Investor on Data Centers, Investing Moats & Lessons Learned
Aug 14, 2026
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 the biggest competitive…
E415: Why Every VC Is Suddenly Investing in Defense
Aug 12, 2026
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, autonomy, advanced manufacturing…
E414: How LPs Evaluate GPs in the AI Era
Aug 10, 2026
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 discuss how artificial…