David Weisburd

speaker

10,434 appearances 70 recordings 1 series first heard Jan 2026 last heard 3d ago

David Weisburd’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 70 in all, peaking in Jan 2026 with 14.

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to be able to explain it. podcast-host

And what about on the manager level, what benefits are there into having very specific processes? podcast-host

I'm wondering whether it helps solve two main issues in a firm. podcast-host

One is chasing podcast-host

there's always this pull, this natural evolutionary pull of FOMO, then acid is being uh bit up. podcast-host

Stanley Drunkenmiller famously said that nothing is as cheap as af after it's gone up forty percent. podcast-host

So even Stanley Drunkenmiller suffers from that. podcast-host

So I wonder if keeps you being disciplined. podcast-host

Also podcast-host

It helps improve the firm. podcast-host

If the firm has very specific processes, it's almost having a thesis going into investment. podcast-host

It could see where that firm is wrong and continue to evolve that strategy from fund to fund. podcast-host

How much room is there for self-reflection between fund vintages or even within fund vintages? podcast-host

Everyone I talked to on the show is chasing the same thing, an edge. podcast-host

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. podcast-host

AI is doing more of the information gathering for you every day, and most tools are very good at sounding right. podcast-host

The summary reads clean, but can you trace it back to the filing, the transcript, the specific passage that drove the answer? podcast-host

Or are you just trusting the confidence of the output? podcast-host

For investors, that's not a minor concern. podcast-host

A missed filing, a missed weight of source, a context that got lost somewhere in the retrieval chain, those aren't edge cases. podcast-host

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