David Weisburd
speaker
9,425 appearances
64 recordings
1 series
first heard Jan 2026
last heard 6d 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 — 64 in all, peaking in Jan 2026 with 14.
Appearances
But it keeps you from, especially when asset classes are very volatile, it keeps you from doing the wrong thing at the exact wrong
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What are the advantages of having this really smart LP as an investor when it comes on the GP side?
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This is only further accelerated by if it's not your own capital.
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You were at the Moore Foundation, you are at CIO at the Berkeley Foundation.
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It wasn't just your own capital.
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You couldn't just make one person decisions.
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You had an IC that you had to
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communicate to.
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And again, going back to the rudeness, if you didn't know why this fund is in your portfolio and that fund might be down 30%, it's very difficult to defend that position.
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Maybe you could double click on this criteria that you use to determine whether it's a great fund manager.
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Maybe you could give me an example of a fund manager that you continue to back despite them having a bad fund vintage.
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I think
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Previous guest Cliff Astness, who founder and CIO of I think now roughly a hundred fifty billion dollars, he talked about this where some years people are praising him for his performance because they're benchmarking him against S P five hundred and he's like, You should be criticizing me.
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And some years people are criticizing him for his performance because he might even be down, but the market's down way more.
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And they should be praising him.
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So there's always this de facto benchmarking that goes on.
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This almost goes to the very foundation of investment and
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Howard Markowitz won the Nobel Prize for proving that you could have this diversified portfolio.
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And then you s step back and you think about what does that mean?
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That means that some years some of your assets are going to be down, some years they're going to be up.
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Showing 1061–1080 of 9,425 · page 54 of 472
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