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 months
14 · Jan OctJan 26AprJulnow

Recordings per month over the last 12 months — 64 in all, peaking in Jan 2026 with 14.

Appearances

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But it keeps you from, especially when asset classes are very volatile, it keeps you from doing the wrong thing at the exact wrong podcast-host
What are the advantages of having this really smart LP as an investor when it comes on the GP side? podcast-host
This is only further accelerated by if it's not your own capital. podcast-host
You were at the Moore Foundation, you are at CIO at the Berkeley Foundation. podcast-host
It wasn't just your own capital. podcast-host
You couldn't just make one person decisions. podcast-host
You had an IC that you had to podcast-host
communicate to. podcast-host
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. podcast-host
Maybe you could double click on this criteria that you use to determine whether it's a great fund manager. podcast-host
Maybe you could give me an example of a fund manager that you continue to back despite them having a bad fund vintage. podcast-host
I think podcast-host
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. podcast-host
And some years people are criticizing him for his performance because he might even be down, but the market's down way more. podcast-host
And they should be praising him. podcast-host
So there's always this de facto benchmarking that goes on. podcast-host
This almost goes to the very foundation of investment and podcast-host
Howard Markowitz won the Nobel Prize for proving that you could have this diversified portfolio. podcast-host
And then you s step back and you think about what does that mean? podcast-host
That means that some years some of your assets are going to be down, some years they're going to be up. podcast-host
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