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How I Invest with David Weisburd

E308: The Future of LP Liquidity

19 Feb 2026

Transcription

Transcript generated automatically by AI and may contain errors.

Chapter 1: What is the main topic discussed in this episode?

0.031 - 8.611 David Weisburd

When a lot of people hear leveraging your stocks, they inherently think that it's highly risky. Why is that a good idea for everyday investors?

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9.092 - 31.952 Yuval Rooz

Well, I mean, leverage, generally speaking, is associated with bad or potentially risky Again, I go back to the example, if you take a mortgage against your house, you are leveraging the place that you live in. You could lose that if you don't pay back the loan. And it's really a question of what kind of leverage you take, for what reason do you take it, right?

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Chapter 2: How does leveraging assets impact everyday investors?

32.092 - 54.335 Yuval Rooz

If you're just taking crazy leverage, to get even more exposure to the market, well, just be aware back to our points about how to think about risk. Well, if that thing goes against you, you could lose all of your wealth very quickly. And as long as you understand the outcomes and you're a professional about it, then, you know, hedge funds do go to higher leverage and, you know, face outcomes.

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54.875 - 68.132 Yuval Rooz

The question is if you wanted to use 50% of your portfolio against a house and you could meet those payments, That could just be another asset class where you might get a better lending rate, right?

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68.172 - 92.213 Yuval Rooz

Because a house is not as efficient or not as liquid as equity market that someone that actually might lend you for buying a house at a much better rate than what a bank would give you, for example, against the deed of your house. which might not be very easy to liquidate. So to me, leverage is just driving utility out of your assets. There could be bad leverage and there's good leverage.

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92.233 - 104.083 Yuval Rooz

I mean, if you can borrow cheaper than what a bank would lend you, I would say, depending, again, for what you're using that loan for, that actually is a good outcome for the consumer because we're not getting away.

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104.964 - 111.73 David Weisburd

How does Canton enable that and what markets are you plugging into and going in between?

112.132 - 136.315 Yuval Rooz

At the end of the day, what financial services are, are a bunch of ledgers that just agree on book entries or who owes who what money, or if I took a loan against something that the asset that I loaned against is... encumbered or cannot be used for something else. So that coordination of all of these ledgers is really where the inefficiency today exists.

136.515 - 159.814 Yuval Rooz

That's where all the operational costs, legal costs, all those legal documents that we sign. So really what blockchain technology in general and Canton inherently does the same, is really how do we streamline the management of these books and records across all these different financial players. So what we're doing is we're focusing on capital markets to begin with.

160.014 - 184.765 Yuval Rooz

So we just announced with DTCC the first US treasury that would be able to be available on Canton. So you'll be able to move U.S. treasuries in real time, 24-7. We work on private markets, so private equity, private credit. But we do stuff in insurance, commodities, mortgages, and pretty much every financial instrument that you can imagine.

185.774 - 207.069 David Weisburd

One of the biggest headwinds in LP world is DPI right now. It's the hottest topic. Every endowment, pension fund, foundation, family office is saying, I need to get capital return from private equity. Does Canton solve this problem over the long term? And if so, in what way? One of the hardest things of investing is seeing what's shifting before everyone else does.

Chapter 3: What role does blockchain play in capital markets?

586.598 - 598.337 Yuval Rooz

But again, that's easier said than done. I think it's the biggest challenge of the industry. It's not necessarily because it's on blockchain, but how do you standardize these contractual agreements in order to have this kind of scaling?

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599.431 - 618.216 David Weisburd

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618.196 - 636.024 David Weisburd

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636.224 - 641.993 David Weisburd

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646.883 - 670.148 Yuval Rooz

We rely on some of the clients starting to publish their activity numbers. So for example, Broadridge built an application on Canton, which is to more efficiently manage the US treasury repo market. So they do bilateral repo, intradealer repo, intraday repo. And today they're getting close to 10% of the daily volume of that market.

670.829 - 689.658 Yuval Rooz

So I don't get to see which client of theirs have been onboarded, who trades what, but they do publish daily volumes of what they are doing on the platform. So we have a company called Zinnia. They're in the life insurance and annuity. We know that they're issuing life insurance payments products.

690.199 - 714.606 Yuval Rooz

I don't know what is the quantum, but we are hopefully soon going to start being able to see how many policies have been issued over time. And that just goes. So what we are doing is we are working with all of our clients to try to have more real-time reporting of the activity that they're doing on the network. But again, it's their proprietary information and that's the best that we can do.

715.207 - 734.779 Yuval Rooz

Our belief is that to date, we have seen the digitization or tokenization of a few trillion dollars of US treasuries. And activity on a daily basis is in the hundreds of billions of dollars across the network. But we're trying to bring more transparency into kind of like the daily numbers from those players.

736.201 - 739.446 David Weisburd

What's one key thing that you've changed your opinion on in the last 12 months?

Chapter 4: How does Canton Network improve liquidity in private markets?

973.556 - 979.645 Yuval Rooz

I think that a lot of people are very focused of how their boss would view them in the early days of their career.

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979.81 - 1002.319 Yuval Rooz

And I just think that the trajectory of mistakes you do early on have, you know, I'm not saying, again, I'm not saying that I, you know, you know perfectly what will happen, but I think that creating the right starting point requires taking risk, where if you play very conservative, it's not saying that you can't be successful, but I do think that you really cap your upside early on.

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1002.58 - 1006.645 Yuval Rooz

And again, I think that the downside is very limited early in your career.

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1008.667 - 1016.839 David Weisburd

Most people are too conservative. So telling people to take risks brings them closer to the efficient frontier than if they were super risk-taking, then you would actually probably get the opposite advice.

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Chapter 5: What challenges do Limited Partners face in capital return?

1016.859 - 1038.37 Yuval Rooz

Correct. But I do see a lot of young students today being extremely concerned about how their career would look like 20 years from now. And I'm saying like, you really have not that much control of what will happen in 20 years. Make sure that you are doing things that you think could make a difference. And I think that that means taking risks.

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1039.227 - 1049.185 David Weisburd

What did they say? A students work for B students by companies founded by C students. Exactly, exactly. Well, Yuval, thanks so much for jumping on the podcast. Looking forward to continuing this a lot.

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1049.946 - 1051.75 Yuval Rooz

Thank you, David. I appreciate it.

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1051.77 - 1068.981 David Weisburd

That's it for today's episode of How I Invest. If this conversation gave you new insights or ideas, do me a quick favor. Share with one person in your network who'd find it valuable or leave a short review wherever you listen. This helps more investors discover the show and keeps us bringing you these conversations week after week. Thank you for your continued support.

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