How I Invest with David Weisburd

E342: The Rise of Venture Secondaries

07 Apr 2026

Contributed by Lukas

What if the real edge in venture isn’t picking the hottest companies, but structuring your portfolio, pacing capital, and building relationships in ...

E341: Why VC is Changing Forever ($150 Billion LP)

06 Apr 2026

Contributed by Lukas

What if the best venture returns come from the LPs that are most patient and most strategic? In this episode, I sit down with Scott Voss, Partner at ...

E340: Why Family Offices Should Avoid 60/40 Portfolios

03 Apr 2026

Contributed by Lukas

What if building a portfolio for high-net-worth investors is more about managing downside risk than chasing returns? In this episode, I sit down with...

E339: From Zero to $100 Million in 18 Months: Inside Legora

02 Apr 2026

Contributed by Lukas

What happens when AI turns a $40B legal software market into a $1T opportunity? In this episode, I talk with David Eckstein, CFO of Legora, about sca...

E338: How I Invest $9 Billion into VC & Private Equity

01 Apr 2026

Contributed by Lukas

Is AI the biggest risk to equity portfolios or the biggest opportunity? In this episode, I talk with Christopher Vogt about how institutional investo...

E337: How to Invest in a Post Singularity World

31 Mar 2026

Contributed by Lukas

What does investing look like in a world dominated by AI? In this episode, David Weisburd talks with Alex Wissner-Gross about the profound implicatio...

E336: The Private Equity Firm of 2030

30 Mar 2026

Contributed by Lukas

Is private equity becoming an asset gathering business instead of a performance business? In this episode, I talk with Sam Tidswell-Norrish, Partner ...

E335: Why the Best Investors Ignore “Capital Preservation”

27 Mar 2026

Contributed by Lukas

What if your family office could invest like a founder and a VC at the same time? In this episode, I sit down with Shane Neman, founder of a multi-en...

E334: Texas Tech CIO: How We Find Asymmetric Bets

26 Mar 2026

Contributed by Lukas

Why buy an office when everyone else is selling? In this episode, I sit down with Tim Barrett, CIO of the Texas Tech University Endowment, to explore...

E333: Why a $19B Allocator Is Betting on Lower Middle Market Buyouts

25 Mar 2026

Contributed by Lukas

Why do most institutional investors still allocate heavily to large private equity funds? Alex Abell of RCP Advisors explains why the lower middle ma...

E332: Why Family Offices Must Go Risk-On or Go Broke

24 Mar 2026

Contributed by Lukas

What if the best investors aren’t generalists at all, but operators who double down on the one place they truly have an edge? In this episode, I si...

E331: Ron Biscardi, CEO of iConnections on the Biggest Mistakes Managers Make

23 Mar 2026

Contributed by Lukas

What does it take for a GP to successfully raise capital in today’s venture and private markets? In this episode, I sit down with Ron Biscardi, co-...

E330: EuropeanKid: The $32B Future of Influencer Marketing

22 Mar 2026

Contributed by Lukas

What if influencer marketing isn’t about chasing mega-followers, but activating the creators who already love your brand? In this episode, I sit do...

E329: How Oaktree Is Positioning $223 Billion for a Credit Cycle Shift

20 Mar 2026

Contributed by Lukas

What if the best way to navigate credit markets is not about chasing yield but controlling risk? In this episode, I sit down with Danielle Poli, Co-...

E328: Why Most Funds Get Rejected in the First Five Minutes

19 Mar 2026

Contributed by Lukas

What if the best venture returns come from managers no one else can access? In this episode, I sit down with Jorge Felippe, CEO of Almulla, a Dubai-...

E327: $7B CIO: The Right Way to Invest in Emerging Markets

18 Mar 2026

Contributed by Lukas

What if emerging markets aren’t a trap, but most investors just approach them wrong? In this episode, I sit down with Robert Koenigsberger, Founde...

E326: What Happens When AI Starts Replacing Analysts?

17 Mar 2026

Contributed by Lukas

Will AI soon write investment memos, analyze deals, and run workflows inside investment firms? In this episode, I speak with Chaz, founder of Model M...

E325: Inside the $100B Continuation Vehicle Boom

16 Mar 2026

Contributed by Lukas

What if the most compelling private equity opportunities aren’t brand-new deals, but the ones other investors have already “vetted” and are leav...

E324: How The University of Cambridge Built Their Privates Portfolio

13 Mar 2026

Contributed by Lukas

What does it take to build a world-class private equity portfolio for an 800-year-old institution? In this episode, I sit down with Sam Sturge, Head...

E323: How Billionaires Build Their Portfolios Audio

12 Mar 2026

Contributed by Lukas

What changes when wealth stops being about building and starts being about preserving? In this episode, I sit down with Jonathan Dane, CIO and Co-Fo...

E322: How $70 Billion Gets Allocated During Market Chaos

11 Mar 2026

Contributed by Lukas

What if one of the most overlooked $700 billion pools of capital in the U.S. is quietly shaping private markets? In this episode, I sit down with Je...

E321: Why Most LPs Have No Idea What’s in Their Portfolio

10 Mar 2026

Contributed by Lukas

Why are private markets still managed in spreadsheets when hundreds of billions of dollars are at stake? In this episode, I sit down with Ryan Eisen...

E320: Why Institutional Capital Avoids the Best Returns

09 Mar 2026

Contributed by Lukas

What if the best private equity opportunities are the ones no one else is set up to pursue? In this episode, I sit down with Jeff Collins, Founder an...

E319: GP Stakes Investing: Liquidity, Alignment, and the Real Risk

06 Mar 2026

Contributed by Lukas

Why would an LP invest in the GP instead of the fund… and what problem is GP stakes really solving? In this episode, I sit down with Todd Owens, M...

E318: The Biggest Mistake Investors Make When Building a Venture Portfolio

05 Mar 2026

Contributed by Lukas

What separates elite venture LPs from everyone else… and why do most family offices underestimate the governance required to win? In this episode, ...

E317: Most Real Estate Investors Optimize the Wrong Return Metric

04 Mar 2026

Contributed by Lukas

What if the biggest untapped source of alpha isn’t better investments… but better tax structure? In this episode, I sit down with Andrew Berman, C...

E316: How Family Offices Design Portfolios for 30-Year Outcomes

03 Mar 2026

Contributed by Lukas

What if the easiest alpha in public markets isn’t stock picking… but taxes? In this episode, I sit down with Zach Wainwright, Founder of Twin Oak...

E315: Why Quantity Beats Quality (Why Van Gogh Proves It)

02 Mar 2026

Contributed by Lukas

What if success isn’t about talent… but about multiplying your effort by 10? In this episode, I sit down with Grant Cardone, CEO of Cardone Capit...

E314: How Endowments Actually Think About Risk

27 Feb 2026

Contributed by Lukas

If private equity generates alpha, why are investors still paying for beta? In this episode, I sit down with Roger Vincent, Founder and CIO of Summat...

E313: Why the Endowment Model Doesn’t Work for Taxable Investors

26 Feb 2026

Contributed by Lukas

Why does applying institutional investing frameworks often fail for taxable investors and families? David Weisburd speaks with Aneet Deshpande about ...

E312: The Power Law of Reputation in Venture Capital

25 Feb 2026

Contributed by Lukas

Can ethics, generosity, and long-term relationships really outperform aggression in venture capital? David Weisburd speaks with David Hornik about wh...

E311: How Continuation Vehicles Quietly Reshaped Private Equity

24 Feb 2026

Contributed by Lukas

Why have continuation vehicles become one of the fastest-growing segments in private markets? David Weisburd speaks with Benjamin Carper about what’...

E310: The DPI Problem Plaguing Venture Capital & PE

23 Feb 2026

Contributed by Lukas

Why has liquidity across private markets broken down and what does it mean for institutional portfolios? David Weisburd speaks with Alex Ambroz about...

E309: Why Most VCs Firms will Die by 2030

20 Feb 2026

Contributed by Lukas

What happens when AI stops assisting humans and starts replacing decision-making itself? David Weisburd speaks with Camilo Acosta about the rise of ...

E308: The Future of LP Liquidity

19 Feb 2026

Contributed by Lukas

What happens when capital markets move from batch processing to real time? David Weisburd sits down with Yuval Rooz to discuss his path from Citadel ...

E307: Why Size Is the Enemy of Venture Returns w/Glenn Solomon

18 Feb 2026

Contributed by Lukas

How do you compete with Sequoia and Andreessen while running a $650M fund and still expect to outperform? In this episode, I sit down with Glenn Solo...

E306: Why Most VCs Are Gambling in 2026

17 Feb 2026

Contributed by Lukas

Why does execution velocity matter more than pedigree at the earliest stages of company building? David Weisburd speaks with Eric Bahn about the conc...

E305: Why 95% of AI Startups Will Never Build a Moat

16 Feb 2026

Contributed by Lukas

Why are vertical AI applications emerging as some of the most defensible opportunities in technology today? David Weisburd speaks with Nick Beim abou...

E304: Neuberger Berman Co-CIO on Mistakes Smart Investors Make

13 Feb 2026

Contributed by Lukas

How should investors think about risk when traditional measures like volatility fall short? David Weisburd speaks with Jeff Blazek about portfolio c...

E304: Neuberger Berman Co-CIO on Mistakes Smart Investors Make

13 Feb 2026

Contributed by Lukas

How should investors think about risk when traditional measures like volatility fall short? David Weisburd speaks with Jeff Blazek about portfolio c...

E303: What Blackjack Taught Me About Investing w/Ari Levy

12 Feb 2026

Contributed by Lukas

Where does real edge still exist in public markets and how do you size risk when certainty doesn’t exist? In this episode, I talk with Ari Levy, Fo...

E302: Legendary CIO Larry Kochard On Where Alpha is Today

11 Feb 2026

Contributed by Lukas

What actually creates sustainable alpha in endowment portfolios and why do most investors mistake activity for edge? In this episode, I talk with Lar...

E301: Why Generating Alpha is So Hard

10 Feb 2026

Contributed by Lukas

After 300 interviews with the world’s top investors, what does alpha actually look like and why is it almost never what people think it is? In this...

E300: How I Raised $100 Billion w/Rahul Moodgal

09 Feb 2026

Contributed by Lukas

Can institutional capital really afford to rush or is patience the ultimate edge in fundraising? In this episode, I sit down with Rahul Moodgal to un...

E299: Why Institutional LPs Are Moving Into Lower Middle Market PE

06 Feb 2026

Contributed by Lukas

What does it mean to be a true partner to lower middle market businesses? David Weisburd speaks with Peter Elliot Rothschild about building RF Inves...

E298: How Family Offices Think About Illiquidity, Taxes, and Compounding

05 Feb 2026

Contributed by Lukas

How do tax efficiency, private markets, and structural change intersect in modern portfolio construction? David Weisburd speaks with Jeffrey Fulk ab...

E297: Advisory Boards & LPACs: A Complete Masterclass for GPs

04 Feb 2026

Contributed by Lukas

Why do so many advisory boards look impressive on paper but fail to deliver real value when it actually matters? In his second appearance on the podc...

E296: Former CIO of CalSTRS on Why LPs Overpay for ‘Innovation’

03 Feb 2026

Contributed by Lukas

What actually separates great institutional investors from average ones and why does governance matter more than brilliance? In this episode, I talk ...

E295: Why AI Agents Will Quietly Replace 80% of Investment Teams

02 Feb 2026

Contributed by Lukas

Why are humans — not models — still the biggest bottleneck to AI progress, and what happens when that bottleneck becomes a business? In this epis...

E294: Endowment Model vs Total Portfolio Approach: The Real Trade-Offs

30 Jan 2026

Contributed by Lukas

How should families think about portfolio construction when traditional diversification breaks down? David Weisburd speaks with Michael Phipps about...

E293: Inside GEM: How a $12.5 Billion Platform Selects Outlier Funds

29 Jan 2026

Contributed by Lukas

How do experienced LPs evaluate venture managers in an increasingly crowded and bifurcated market? David Weisburd speaks with Kate Simpson about her...

E292: How the Former CalPERS CIO Built a High-Performance Investment Culture

28 Jan 2026

Contributed by Lukas

How does one of the world’s largest pension funds shift its culture, governance, and investment process at scale? David Weisburd speaks with Nicol...

E291: Incentives, Not Intuition: How VC Really Works

27 Jan 2026

Contributed by Lukas

Why have consumer startups fallen out of favor and why might that be the biggest opportunity of the next decade? In this episode, I talk with Brian O...

E290: How LPs Underwrite Venture in 2026

26 Jan 2026

Contributed by Lukas

Why does today’s venture market feel increasingly untethered from historical precedent? David Weisburd speaks with Narayan Chowdhury about structu...

E289: The Evolution of Private Credit and What Comes Next

23 Jan 2026

Contributed by Lukas

Why did private credit secondaries emerge, and what problem do they solve for investors? David Weisburd speaks with Rakesh Jain about building one o...

E288: Inside a PE Fund Ranked #1 in IRR, DPI, and TVPI

22 Jan 2026

Contributed by Lukas

How do you raise $875M in one of the hardest fundraising markets in decades and still outperform on DPI, IRR, and culture? In this episode, I sit dow...

E287: What Separates Top Decile Managers from Everyone Else

21 Jan 2026

Contributed by Lukas

What separates enduring investment firms from those that quietly break as they scale? In this episode, I talk with Chris Brimsek, Managing Director o...

E286: How LPs Can Actually Find Alpha in Venture

20 Jan 2026

Contributed by Lukas

How well do venture capital returns really reflect skill versus structure? In this episode, David Weisburd speaks with Abe about what large-scale An...

E285: The Lower Middle Market: Where Private Equity Still Generates Alpha

19 Jan 2026

Contributed by Lukas

What does it take to build an investment firm outside the traditional private equity model? David Weisburd speaks with Jeff Schwartz about founding C...

E284: Why Family Offices Invest Differently w/Robert Blabey

16 Jan 2026

Contributed by Lukas

How do family offices approach investing differently from institutional capital? David Weisburd speaks with Robert about building Align, identifying ...

E283: How AI will Affect Financial Markets

15 Jan 2026

Contributed by Lukas

What happens when the marginal cost of intelligence approaches zero? David Weisburd speaks with Richard Socher about building U.com, the evolution of...

E282: Why LPs are Investing into Independent Sponsors

14 Jan 2026

Contributed by Lukas

What role do independent sponsors play in today’s lower middle market private equity ecosystem? David Weisburd speaks with Tom Duffy about how TIFF...

E281:The Tsunami of Pain Facing Venture Capital

13 Jan 2026

Contributed by Lukas

Why do some venture-backed companies struggle to survive despite strong technology and teams? In this episode, David Weisburd speaks with Trey Ward ...

E280: The Art of Quiet Compounding w/Mark Sotir

12 Jan 2026

Contributed by Lukas

Why do the best investors spend more time preparing for what can go wrong than forecasting what might go right? In this episode, I talk with Mark Sot...

EP279: Why Size Becomes the Enemy of Venture Returns w/Logan Allin

09 Jan 2026

Contributed by Lukas

Why does venture capital break when liquidity disappears and what actually creates alpha when markets get hard? In this episode, I talk with Logan Al...

E278: What Separates the Top 1% of GPs

08 Jan 2026

Contributed by Lukas

What if the most powerful investment strategy isn’t optimization but making one truly great decision each year? In this episode, I talk with Joshua...

E277:Why the Best GPs Refuse to Raise More Capital

07 Jan 2026

Contributed by Lukas

Why is the hardest discipline in growth equity not finding great companies but refusing to grow past the point where returns break? In this episode, ...

E276: Lessons from Allocating $70B as CIO at the University of Texas

06 Jan 2026

Contributed by Lukas

Why do the biggest investing breakthroughs come not from complexity, but from simplicity and why is that so hard for smart people to accept? In this ...

E275: Does Grit Actually Matter in a GP — or Is It Just a Good Story?

05 Jan 2026

Contributed by Lukas

Why do the people who build the most meaningful things almost always choose the hardest path and what does that unlock in the long run? In this episo...

E274: Why LPs Say No Too Late

02 Jan 2026

Contributed by Lukas

What if the biggest barrier to earning returns in alternatives isn’t access, fees, or performance but friction, complexity, and behavior? In this ...

EP273: What the Best Family Offices Do Differently

31 Dec 2025

Contributed by Lukas

What if managing your own capital and not outsourcing it is the highest-return investment decision you can make? In this episode, I talk with Alex To...

EP272: How a $10B Company Turned De-Extinction into a Platform

30 Dec 2025

Contributed by Lukas

What kind of entrepreneur decides to bring back extinct species and why might that become one of the most important businesses of our lifetime? In th...

E271: The Future of VC: Space, Energy, Defense

29 Dec 2025

Contributed by Lukas

How do you spot a frontier-tech company before it becomes obvious and why is being early so much harder than being right? In this episode, I talk wit...

EP270: How Billionaires Avoid Family Chaos (and Taxes)

26 Dec 2025

Contributed by Lukas

What if the most important decision in wealth planning isn’t the tax strategy—but who you trust to make decisions when you no longer can? In this...

EP269: The $350M 30-Year Fund Model

24 Dec 2025

Contributed by Lukas

What happens when you throw out the playbook of traditional private equity and instead build businesses with permanent capital, no exits, and no manag...

EP268: Inside LP Psychology: How Great GPs Raise Capital in 2025

23 Dec 2025

Contributed by Lukas

Why do so many strong GPs struggle to raise capital today and what actually separates fast, oversubscribed fundraises from stalled ones? In this epis...

E267: Why 95% of LPs Misread Private Market Returns

22 Dec 2025

Contributed by Lukas

Do private markets actually outperform public markets once you properly adjust for risk or is that belief built on flawed data? In this episode, I ta...

E266: J.P. Morgan CIO: Mistakes Top Investors Make

19 Dec 2025

Contributed by Lukas

Why do most investors fail at the exact moments when staying invested matters most—and how can options help fix that? In this episode, I talk with ...

E265: What the Coach to Sequoia, A16Z and Benchmark Learned About Power and People

18 Dec 2025

Contributed by Lukas

Why do the most successful investors and founders still miss their best opportunities—and how much of that comes down to poor relationship managemen...

E264: The Asymmetric Edge: Generating Alpha in Venture

17 Dec 2025

Contributed by Lukas

How do the best venture investors consistently spot unicorn founders before the rest of the market even knows they exist? In this episode, I talk wit...

E263: Inside the $5 Billion Fund Backed by 700 LPs

16 Dec 2025

Contributed by Lukas

How do you scale a growth equity firm from a $52M first fund to $5B across six funds—without losing discipline or trust? In this episode, I talk wi...

E262: The 50-30-20 Portfolio: How Institutions Are Rebuilding 60/40

15 Dec 2025

Contributed by Lukas

How do you build portfolios that survive liquidity crises, inflation shocks, and the most volatile market regimes in modern history? In this episode,...

E261: How Sovereign Wealth Funds Create Alpha w/Peter Madsen

12 Dec 2025

Contributed by Lukas

What does it take to build a sovereign wealth fund from scratch—and still outperform in some of the hardest markets in decades? In this episode, I ...

E260: How Founders Access Liquidity in Pre-IPO Companies

11 Dec 2025

Contributed by Lukas

How do you turn distressed opportunities into structural alpha—again and again—in an asset class most investors still misunderstand? In this epis...

E259: The Institutional Way to Invest in Crypto w/Rennick Palley

10 Dec 2025

Contributed by Lukas

What does it take to build four top-decile crypto funds in one of the most volatile asset classes on earth? In this episode, I talk with Rennick Pall...

E258: Ryan Serhant: Why Leaders Who Don’t Evolve Get Left Behind

09 Dec 2025

Contributed by Lukas

How do you build a $10B real estate empire by turning yourself into a media company—and why is vulnerability the ultimate competitive advantage? In...

E257: What I Learned Advising the World’s Top CIOs at Goldman Sachs

08 Dec 2025

Contributed by Lukas

Why do the world’s best CIOs make investment decisions based on gut — not spreadsheets? In this episode, I’m joined by Julia Rees Toader, CFA, ...

E256: What Fintech Will Look Like in 5 Years - Steve McLaughlin (FT Partners)

05 Dec 2025

Contributed by Lukas

What does it take to build the most dominant FinTech investment bank in the world—starting from a $99 incorporation and a used laptop? In this epis...

E255: How to Hire the Top 0.1%

04 Dec 2025

Contributed by Lukas

What does it take to recruit the top 0.1% of engineers in the world — and why has talent become the ultimate constraint in AI? In this episode, I’...

E254: How to Build a 100-Year Venture Firm

03 Dec 2025

Contributed by Lukas

How do you balance power-law outcomes with real risk management while building a durable venture franchise? In this episode, I speak with Mark Peter ...

E253: How Great CIOs Think w/Bill Brown

02 Dec 2025

Contributed by Lukas

How do the best family offices consistently spot power-law opportunities and avoid the trap of “fake busy” work? In this episode, I’m joined wi...

E252: Inside the Mind of a 29-Year-Old Billion-Dollar Fund Manager

01 Dec 2025

Contributed by Lukas

How do you scale from a $10M first fund to managing over $1.5B — all in one of the most capacity-constrained asset classes on earth? In this episod...

E251: Why 95% of Funds Don’t Pass LP Diligence w/Alex Edelson

28 Nov 2025

Contributed by Lukas

What does it actually take for an emerging manager to convince a top LP to invest? In this episode, I’m joined by Alex Edelson, Founder of Slipstre...

E250: The GP Fundraising Playbook: From First Meeting to Final Close

26 Nov 2025

Contributed by Lukas

What does it really take to raise a venture fund—and why does fundraising never get easier, even at Fund 5 or Fund 6? In this episode, I talk with ...

E249: How LPs Unlock Liquidity Without Selling

25 Nov 2025

Contributed by Lukas

How do LPs unlock liquidity from private-fund positions without selling at a discount? In this episode, I talk with Alex Simpson, Co-founder of Liqui...

E248: The Institutionalization of GP Stakes: What Comes Next

24 Nov 2025

Contributed by Lukas

What makes a GP interest valuable — and how do you evaluate a manager beyond the fund they’re raising today? In this episode, I talk with Mark Wa...

E247: Why Wall Street Is Wrong About AI w/ Dan Ives

21 Nov 2025

Contributed by Lukas

Is traditional valuation dead for the biggest winners of the AI era? Or have investors simply been looking in the wrong place? In this episode, I tal...

E246: Private Equity in 2025: Fees, Rates, and the Law of Large Numbers

20 Nov 2025

Contributed by Lukas

Is private equity still worth it — or has the industry scaled its way into mediocre returns? In this episode, I talk with Nolan Bean, CFA, CAIA, Ch...

E245: From $0 to Billions in a Regulated Market

18 Nov 2025

Contributed by Lukas

How do you build a multibillion-dollar company from scratch, walk away at the peak, and reinvent your life around purpose, generosity, and impact? In...

E244: Structural Alpha vs. Storytelling w/Alan McKnight

17 Nov 2025

Contributed by Lukas

What separates elite CIOs from everyone else? In this solo-style deep-dive conversation, I sit down with Alan McKnight, Executive Vice President and ...