How I Invest with David Weisburd
Episodes
E383:Why the Next Fortune 500 Companies Will Be Built on AI
04 Jun 2026
Contributed by Lukas
What if the biggest investment opportunity of the next decade isn’t AI itself—but the companies building the infrastructure and workflows that all...
E382: Why Venture Capital Has a $3 Trillion Liquidity Problem
03 Jun 2026
Contributed by Lukas
What if the biggest opportunity in venture today isn’t finding the next unicorn—but solving the liquidity problem created by companies staying pri...
E381: A16Z Partner: The Tax Strategy Hidden Inside Real Estate
02 Jun 2026
Contributed by Lukas
What if the biggest inefficiency in investing today isn’t asset selection—but the fact that most investors still optimize for pre-tax returns inst...
E380: How Billionaire Family Offices Actually Invest
01 Jun 2026
Contributed by Lukas
What if the greatest threat to generational wealth isn’t bad investing—but the inability to think beyond the next liquidity event? In this episod...
E379: Why Great Investment Firms Eventually Stop Performing
29 May 2026
Contributed by Lukas
What if the biggest problem in asset management today isn’t investment performance—but misalignment between managers and the investors they serve?...
E378: Why LPs Keep Selling Their Highest-Quality Funds
28 May 2026
Contributed by Lukas
What if the biggest opportunity in private equity today isn’t buying companies—but buying liquidity from investors who are forced to sell great as...
E377: Midas List VC: Why Most VCs Miss the Biggest Companies
27 May 2026
Contributed by Lukas
What if the biggest venture returns are already gone by the time a category has a name? In this episode, I sit down with Niko Bonatsos, Founder and M...
E376: The $3 Trillion Liquidity Problem in Venture Capital
26 May 2026
Contributed by Lukas
What if the biggest opportunity in venture today isn’t funding new companies—but solving the liquidity crisis created by companies staying private...
E375: Why Tax Alpha Could Matter More Than Investment Returns
22 May 2026
Contributed by Lukas
What if the biggest source of alpha for taxable investors isn’t stock picking—but minimizing friction inside the portfolio itself? In this episod...
E374: Why the Best Investors Prepare for Crashes Before They Happen
21 May 2026
Contributed by Lukas
What if the key to outperforming isn’t taking more risk—but building a portfolio strong enough to survive volatility without breaking? In this ep...
E373: What Most CIOs Get Wrong About Alpha
20 May 2026
Contributed by Lukas
What if the best investment opportunities are the ones most investors avoid because they’re too hard, too small, or too inefficient to pursue? In t...
E372: Why the Best Venture Investments Look Wrong Early
19 May 2026
Contributed by Lukas
What if the best venture investments come from ignoring consensus and trusting your own taste before the market catches up? In this episode, I sit do...
E371: Midas List VC: Why AI Models Will NOT Become Commodities
18 May 2026
Contributed by Lukas
What if the biggest winners in AI won’t come from having the best model—but from building the strongest feedback loops around users? In this epis...
E370: What Taxable Investors Still Get Wrong About Returns
15 May 2026
Contributed by Lukas
What if the biggest source of alpha today isn’t stock picking—but structuring portfolios more intelligently after taxes? In this episode, I sit d...
E369: Midas List VC: Why Smart VCs Are Buying Secondaries
14 May 2026
Contributed by Lukas
What if the best opportunities in venture today aren’t in new deals—but in existing companies right before an inflection point? In this episode, ...
E368: Sovereign 2.0: How Mubadala Capital Is Reinventing the $430B Playbook w/CIO Oscar Fahlgren
13 May 2026
Contributed by Lukas
What if the biggest edge in private equity isn’t finding better deals—but going where others won’t? In this episode, I sit down with Oscar Fahl...
E367: The Family Office Betting on Humanity’s Future
12 May 2026
Contributed by Lukas
What if the highest-return investments are the ones that reshape the future—not just the ones that fit today’s market? In this episode, I sit dow...
E366: Keri Findley: The Credit Investor Peter Thiel Chose to Back
11 May 2026
Contributed by Lukas
What if the best investments aren’t the riskiest—but the ones everyone else can’t own? In this episode, I sit down with Keri Findley, Founder a...
E365: Stanford GSB Professor on Venture Capital’s Manager Incentives
08 May 2026
Contributed by Lukas
What if the biggest mistake in venture investing isn’t picking the wrong fund—but misunderstanding incentives and behavior? In this episode, I si...
E364: $90B Limited Partner: Why We're (Still) Bullish on Large VC Funds
07 May 2026
Contributed by Lukas
What if venture capital isn’t an asset class—but an access game where only a few managers matter? In this episode, I sit down with Nolan Bean, CI...
E363: How Nigel Morris Built QED into a Fintech Powerhouse
06 May 2026
Contributed by Lukas
What if the real edge in venture capital isn’t picking companies—but helping them survive long enough to matter? In this episode, I sit down with...
E362: Why Jensen Huang Believes Physical AI will be a $50 Trillion Market
05 May 2026
Contributed by Lukas
What if the biggest opportunity in AI isn’t intelligence—but the missing data layer for the physical world? In this episode, I sit down with Dani...
E361: Why Venture Capital Not an Asset Class
04 May 2026
Contributed by Lukas
What if venture capital isn’t really an asset class—but a game where only a handful of managers actually matter? In this episode, I sit down with...
E360: The Hardest Lessons I Learned from Building 4 Unicorns
01 May 2026
Contributed by Lukas
What if the biggest breakthroughs in biotech don’t come from more capital—but from building better systems for innovation? In this episode, I sit...
E359: What Charlie Munger Taught Me About Venture Capital
30 Apr 2026
Contributed by Lukas
What if the real edge in venture isn’t price—but who you choose to partner with for a decade? In this episode, I sit down with Jamie Montgomery, ...
E358: The Woman Behind the World's Top GP Brands | Jen Prosek
29 Apr 2026
Contributed by Lukas
What if the biggest edge in investing isn’t capital or strategy—but how clearly the world understands you? In this episode, I sit down with Jenni...
E357: CalSTRS CIO: Where Do You Invest $390 Billion Today?
28 Apr 2026
Contributed by Lukas
What if the biggest edge in managing $390 billion isn’t picking assets—but controlling risk and liquidity when markets break? In this episode, I ...
E356: Why Co-Investments Are Taking Over Private Equity
27 Apr 2026
Contributed by Lukas
What if the next source of alpha in private equity isn’t funds—but individual deals? In this episode, I sit down with Rohan Parikh, Vice Presiden...
E355: From Deal-by-Deal to a $6.5B Platform: Building a Real Estate Investment Empire
24 Apr 2026
Contributed by Lukas
What if the best investments aren’t found in chaos—but in having the discipline to act when others can’t? In this episode, I sit down with Darr...
E354: Why Most VCs Misunderstand Peter Thiel’s Power Law
23 Apr 2026
Contributed by Lukas
What if venture capital isn’t about finding unicorns—but about consistently making good investments? In this episode, I sit down with Eric Scott,...
E353: Why Biotech Is Struggling in Today’s Market (and the Future of Healthcare)
22 Apr 2026
Contributed by Lukas
What if the biggest opportunity in healthcare isn’t new drugs—but reinventing how the entire system works? In this episode, I sit down with David...
E352: JD Vance’s Co-Founder on Space Defense, Hard Tech, and the Biggest Opportunities Ahead
21 Apr 2026
Contributed by Lukas
What if the best venture returns come from avoiding trends—not chasing them? In this episode, I sit down with Colin, Co-Founder of Narya, to discus...
E351: How a16z Built a Family Office From First Principles
20 Apr 2026
Contributed by Lukas
What if the biggest edge in investing isn’t picking better assets—but structuring them better for taxes, incentives, and control? In this episode...
E350: How Family Offices Quietly Build Generational Wealth
17 Apr 2026
Contributed by Lukas
Is the real edge in investing not picking assets but structuring how you allocate capital? Terence Thompson is a Vice President of Investments at DF ...
E349: Built to Scale: The J.P. Morgan Growth Playbook
16 Apr 2026
Contributed by Lukas
What if the biggest edge in venture today isn’t picking companies—but owning the entire lifecycle of capital? In this episode, I sit down with Pa...
E348: Why “Boring” Businesses Beat Venture Capital
15 Apr 2026
Contributed by Lukas
Is private equity alpha really about picking great deals—or about executing the same playbook better than everyone else? In this episode, I discuss...
E347: The $26B CIO Who Turned Superforecasting Into Alpha
14 Apr 2026
Contributed by Lukas
How do you manage a $26 billion public fund while keeping every investment decision disciplined, every team member calibrated, and every partner accou...
E346: $7 Billion CIO: Why the Endowment Model is Changing
13 Apr 2026
Contributed by Lukas
How do you build a $7 billion portfolio that performs across decades while keeping every client aligned and every manager motivated? In this episode,...
E345: How I Raised $10 Billion in Venture Capital w/Scott Painter
10 Apr 2026
Contributed by Lukas
What does it take to raise $270 million in a risk-off market while keeping your personal life, sanity, and team intact? In this episode, I sit down w...
E344: How the Top Family Offices are Investing Today
09 Apr 2026
Contributed by Lukas
What if the families with the largest fortunes generate the highest returns not by chasing hot sectors, but by pacing capital, managing liquidity, and...
E343: The Death of the 60/40 Portfolio (And What Comes Next)
08 Apr 2026
Contributed by Lukas
What if the biggest edge in portfolio construction isn’t picking better assets but structuring a portfolio you can actually stick with through cycle...
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...