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How I Invest with David Weisburd

David Weisburd
Venture Capital
Private Equity
Investment Strategies
Family Offices
Private Markets
Entrepreneurship
Artificial Intelligence
Institutional Investors
Portfolio Management
Wealth Management
Liquidity
Private Credit
Alphasense
Real Estate
Investment Management
Alternative Investments
Lower Middle Market
Investor Relations
Portfolio Construction
Openai

How I Invest with David Weisburd is a podcast that interviews the world's leading institutional investors. Previous guests include The Ford Foundation, Northwestern University Endowment, CalPERS, Stepstone, and other top limited partners.

PublishesDailyEpisodes389Founded3 years ago
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Artwork for How I Invest

Latest Episodes

What happens when one investor sits at the intersection of venture capital, natural resources, AI, space infrastructure, and geopolitics?

In this episode, I sit down with Rob Stephens, Director of Investments at Spider Management, to discuss how ins... more

What if the biggest edge in investing today isn't having more information—but knowing how to turn information into conviction?

In this episode, I sit down with Matt Wells to discuss how AI is reshaping the investment process, why investors are drown... more

What if the best private equity opportunities are hiding inside businesses that everyone else thinks are too complicated to touch?

In this episode, I sit down with Josh Adams, Partner at OpenGate Capital, to discuss why complexity has become one of ... more

What separates the venture investors who generate extraordinary returns from those who simply participate in the asset class?

In this episode, I sit down with Jeff Diehl, Managing Partner and Head of Investments at Adams Street Partners, one of the ... more

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Recent Guests

Josh Adams
Partner at OpenGate Capital
OpenGate Capital
Episode: E387: Where Alpha Hides in Private Equity | Josh Adams
Jeff Adams
Managing Partner at Adams Street Partners
Adams Street Partners
Episode: E386: Adams Street ($70B): Venture Capital Has a New Problem
David Weisburd
Founder and Managing Partner, Blumberg Capital
Blumberg Capital
Episode: E383:Why the Next Fortune 500 Companies Will Be Built on AI
Luke Sarsfield
CEO of Ridgepost, former global co-head of asset management at Goldman Sachs
Ridgepost
Episode: E379: Why Great Investment Firms Eventually Stop Performing
Hans Tung
VC, Midas List alum, investor in Anthropic and OpenAI discussions
Advisor/Investor in Silicon Valley AI/tech companies
Episode: E371: Midas List VC: Why AI Models Will NOT Become Commodities
Oscar Fahlgren
CIO of Mubadala Capital
Mubadala Capital
Episode: E368: Sovereign 2.0: How Mubadala Capital Is Reinventing the $430B Playbook w/CIO Oscar Fahlgren
Scott Painter
Entrepreneur and investor; led TrueCar privatization
TrueCar (founder/CEO)
Episode: E345: How I Raised $10 Billion in Venture Capital w/Scott Painter
Alex Wissner-Gross
Physicist and AI researcher, guest on the episode
Episode: E337: How to Invest in a Post Singularity World
Aris (European Kid)
Founder and face of Storytime, a platform connecting creators with brands
Storytime
Episode: E330: EuropeanKid: The $32B Future of Influencer Marketing

Host

David Weisburd
Host of the show; repeated as a primary interviewer across episodes.

Reviews

4.6 out of 5 stars from 151 ratings
  • Best LP podcast out there

    I would say this, Capital Allocators and Venture Unlocked are the best LP podcasts. Top 3 for sure. I’m raising my first set of funds for my own firm and have learned a lot from the episodes.

    Apple Podcasts
    5
    Morgan Polotan
    United States5 months ago
  • Truly inspirational!

    Love this!

    Apple Podcasts
    5
    Ajay Donthula
    United States5 months ago
  • Great

    Super helpful as an analyst planning ahead

    Apple Podcasts
    5
    Miloslav Tkach
    United States5 months ago
  • Signal, Not Soundbites

    David Weisburd differs from typical finance podcasts. It shows how experienced allocators reason, not how they perform.

    DW avoids filler and focuses on trade-offs, strategy, and intellectual restraint.

    Each episode gives you a way to think, not something to quote and forget. If you want signal over noise, it’s a solid listen.

    Apple Podcasts
    5
    Jayerdu
    United States5 months ago
  • Awesome

    Love this from TX

    Apple Podcasts
    5
    ajsonday
    United States5 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

High quality guests and thoughtful questions consistently deliver deep insights.
Signal over noise: the host asks signals-driven questions that reveal real decision frameworks.
Masterclass in investing: episodes feel like practical, actionable masterclasses from top allocators.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

E388: The Future of Investing: AI, Expert Networks, and Information Alpha
Q: How should AI be grounded to avoid hallucinations?
AI must be grounded in premium, trusted sources and must cite the exact sentences and documents that support any conclusion. Outputs should map back to original sources, enabling users to verify accuracy and reduce the risk of hallucinations, especially when used for high-stakes investment decisions.
E388: The Future of Investing: AI, Expert Networks, and Information Alpha
Q: What is the future value of an analyst given AI and automation?
The future analyst will be an architect or prompt engineer who designs automated workflows and orchestrates AI tools to pull in, validate, and synthesize signals across many sources, allowing them to focus on interpreting results, challenging assumptions, and testing theses with stakeholders. The analyst's role becomes about veracity and workflow design rather than manual data crunching.
E388: The Future of Investing: AI, Expert Networks, and Information Alpha
Q: Going back to the SpaceX IPO example, how should investors be using tools and be using both qualitative and quantitative data to come to a decision of do I buy or not at this price?
Investors should use a mix of grounded, source-backed data (like expert calls, transcripts, and market research) and AI-driven synthesis, ensuring the AI cites sources and anchors outputs to trusted documents. The process starts with qualitative signals that are later reflected in quantitative projections, with AI helping to map and cite the underlying sources to support a decision rather than simply producing an output.
E389: The Future of Investing: Data Centers, AI & the Next Trillion-Dollar Companies
Q: Do you expect structural innovations in venture capital to continue?
Yes, but mainly among firms with strong pedigrees and relationships; emerging managers will need scalable capital and deep partnerships to access late-stage opportunities.
E389: The Future of Investing: Data Centers, AI & the Next Trillion-Dollar Companies
Q: How do you view the role of SPVs and co-investments in your portfolio construction?
They provide exposure to high-conviction ideas with potential for better alignment and lower fees, but require careful assessment of incentives, track records, and how they affect overall diversification and budgeting.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Gender Skew
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Frequently Asked Questions About How I Invest

What is How I Invest about and what kind of topics does it cover?

The show centers on high-level investing, capital allocation, and private markets, often featuring veteran allocators, venture investors, and leaders from large asset owners. Episodes frequently explore liquidity in private markets, governance and alignment between GPs and LPs, and the economics of real assets, tax strategies, and long-horizon investment theses. A notable strength is bringing together world-class investors and fund managers to unpack decision frameworks, governance, and the structural shifts shaping private equity, venture, and institutional investing. The mix of practical frameworks, founder and operator perspectives, and sponsor integrations offers listeners actionable takeaways for fundraising, investment strategy, and p... more

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How many episodes of How I Invest are there?

How I Invest launched 3 years ago and published 389 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on How I Invest?

Recent guests on How I Invest include:

1. Josh Adams
2. Jeff Adams
3. David Weisburd
4. Luke Sarsfield
5. Hans Tung
6. Oscar Fahlgren
7. Scott Painter
8. Alex Wissner-Gross

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