David Weisburd

It seems like one of these beliefs that GDP could only grow 3% or whatever, but it doesn't seem to survive this first principle.

Whereas if you're using AI to cut costs and also to accelerate revenue, which you're seeing in startups.

So if you think of startups as a leading indicator to more mature companies, to me, it's like, why aren't equity markets up more?

Or maybe this is the price 10.

Maybe that's why we're having this bull run.

What is one piece of timeless advice you would go back to when you started your career 25 years ago that would have either helped you accelerate your career or helped you avoid causing mistakes?

Yeah.

It kind of goes back to this principle that you're saying that a stock is not just a ticker with just like, look at the quality of the earnings, look at what the business does, look at the day-to-day performance of the business.

Same with any career path.

Okay.

It might be a nice title.

Maybe there's something with a worse title, but much more interesting and much more fulfilling.

Absolutely.

That's well said.

Well, Jeff, this has been an absolute masterclass.

Thanks so much for jumping on the podcast.

Looking forward to continuing this conversation live.

Really enjoyed it, David.

That's it for today's episode of How I Invest.

If this conversation gave you new insights or ideas, do me a quick favor.