David Weisburd
speaker
10,434 appearances
70 recordings
1 series
first heard Jan 2026
last heard 2d ago
David Weisburd’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 70 in all, peaking in Jan 2026 with 14.
Appearances
there's always this pull, this natural evolutionary pull of FOMO, then acid is being uh bit up.
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Stanley Drunkenmiller famously said that nothing is as cheap as af after it's gone up forty percent.
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So even Stanley Drunkenmiller suffers from that.
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So I wonder if keeps you being disciplined.
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Also
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It helps improve the firm.
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If the firm has very specific processes, it's almost having a thesis going into investment.
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It could see where that firm is wrong and continue to evolve that strategy from fund to fund.
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How much room is there for self-reflection between fund vintages or even within fund vintages?
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Everyone I talked to on the show is chasing the same thing, an edge.
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And more and more the edge comes down to your information, not just having it, but being able to trust it when the stakes are highest.
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AI is doing more of the information gathering for you every day, and most tools are very good at sounding right.
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The summary reads clean, but can you trace it back to the filing, the transcript, the specific passage that drove the answer?
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Or are you just trusting the confidence of the output?
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For investors, that's not a minor concern.
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A missed filing, a missed weight of source, a context that got lost somewhere in the retrieval chain, those aren't edge cases.
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They're how decisions go wrong.
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Alpha Sense is the AI market intelligence platform built specifically for this.
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They own the content, over five hundred million curated documents from broker research and expert transcripts to filings and earning calls, and they own the retrieval layer on top of it.
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So every answer links back to an exact verifiable source because the answer is only as good as what's underneath it.
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Showing 2021–2040 of 10,434 · page 102 of 522
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