David Weisburd
speaker
9,425 appearances
64 recordings
1 series
first heard Jan 2026
last heard 11 Sep
David Weisburd’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 64 in all, peaking in Jan 2026 with 14.
Appearances
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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One of your most contrarian beliefs is that first-time funds aren't necessarily riskier than more established funds.
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Why?
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This reminds me, fun one or otherwise, in venture capital, there's in this entire trend of AI native firms.
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Early Bird, one of the most famous firms in Europe, is now almost entirely AI native.
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There's a firm called Footwork that's on their third fund that's also doing everything kind of from an AI native perspective.
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If you don't have access to the next generation of investment firms or people thinking in the future, you could really get
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Determine why their fund is good.
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To play devil's advocate, could an LP not just have all fund 10 and later vintages?
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What's the downsides of that?
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If you're starting endowment from scratch today, as you did for Berkeley, where you're founding CIO.
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How would you build that portfolio?
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you find that most investment committees, whether endowments, pension funds, really have the best intentions for their organizations or is there a lot more politicking?
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Showing 1101–1120 of 9,425 · page 56 of 472
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