David Weisburd

speaker

9,425 appearances 64 recordings 1 series first heard Jan 2026 last heard 5d 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 — 64 in all, peaking in Jan 2026 with 14.

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Is there a common characteristic among funds and the ways that they generate alpha today across the private markets? podcast-host

I'm still thinking about this comment that you meant that track record is not the thing that's predictive. podcast-host

It's really decision making and processes. podcast-host

Maybe you could double click a little bit more on that. podcast-host

What are you looking from somebody that you would consider to be a great manager? podcast-host

Is two managers, one has processes and one doesn't. podcast-host

Why is the one with processes better? podcast-host

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

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