David Weisburd
speaker
10,598 appearances
71 recordings
1 series
first heard Jan 2026
last heard yesterday
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 — 71 in all, peaking in Jan 2026 with 14.
Appearances
written that many people copied David Swenson's style, but basically missed his principles.
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What did you mean by that?
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I had the CIO of Calsturst, Scott Channon, he talked about they have at this point over three hundred fifty billion dollars.
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And when they go into a new asset class, they need to be large enough because they're gonna essentially move that asset class.
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And I started reflecting and th thinking about that, even though that's true and Calsters has a unique problem set, everybody has this problem set.
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Whereas it whether it's their capital or not, if there's a bunch of capital crowding into investments.
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For example, I would say large buyouts.
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Now there's trillions of dollars from retail that are coming on board.
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If there's so much capital going on, whether you have $350 billion like calisters or you have $350 as a retail investor, you need to be wary of that.
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Think this concept of weird leading to structural alpha is a fascinating thing.
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And people always update their priors to think that they would have always done this like really weird high alpha trade.
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But sometimes it even goes from non-consensus to consensus to then non-consensus and thinking about situational awareness.
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In the beginning, it was a very smart money trade.
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Then a bunch of people
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came in and it was forty five billion dollars, then there's obviously this crash.
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And my personal prediction, I I'm long on the manager.
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I think it's gonna again become probably a smart trade.
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Even within one manager, this kind of counterbalancing fact between something that's weird or low status and something that's high alpha, these things tend to correlate in some ways.
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We're talking before we're recording, S V Monk has this concept of foam you fear of messing up.
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You think about situational awareness, it seems like it might be an interesting investment today, but a lot of LPs just can't take that career risk.
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Showing 2261–2280 of 10,598 · page 114 of 530
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