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How I Invest with David Weisburd

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

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.

PublishesDailyEpisodes442Founded3 years ago
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Latest Episodes

What happens when autonomous underwater vehicles become cheap enough to manufacture at scale?

Nelson Mills is the Founder of Vatn Systems, a defense technology company building autonomous underwater vehicles. Nelson explains why undersea autonomy ha... more

What if AI makes the founder more important, not less?

John Borthwick is the Founder of betaworks, the startup studio and venture firm behind companies including Giphy, Dots, bitly, and TweetDeck, with investments in companies including Twitter, Tum... more

What did Steve Jobs understand about building great companies that most founders miss?

Steven Rosenblatt is Co-Founder and General Partner at Oceans, a seed-stage venture firm based in New York City. Drawing on more than two decades as an operator a... more

What if the future of warfare is determined by who can innovate faster, not who can spend more?

Ethan Thornton is the Founder and CEO of Mach Industries, a defense technology company he started after dropping out of MIT. We break down how Mach went ... more

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Recent Guests

Ethan Thornton
Founder/CEO of Mach Industries, defense tech entrepreneur
Mach Industries
Episode: E439: Ethan Thornton: The 22-Year-Old Building a $3.7 Billion Defense Company
Will Robbins
Venture investor featured in discussion
Contrarian Capital (former); various investments mentioned
Episode: E438: Will Robbins on Elon Musk, AI & the Future of Silicon Valley
Doug Beyer
GP seeding founder at Roaring Brook Holdings
Roaring Brook Holdings
Episode: E437: Doug Beyer on Raising Capital, LP Psychology & GP Stakes
Nnamdi Okike
Founder of 645 Ventures, previously Insight Partners veteran
645 Ventures
Episode: E436: Nnamdi Okike on Billionaires, Founder Psychology & the Venture Capital Bubble
Dario Amadei
Founder of Mighty Capital, investor focused on AI-native approaches
Mighty Capital
Episode: E435: Why Most Companies Aren’t Ready for AI
Warren Gibbon
Executive at BFA, discussing private markets and AI-driven investing
BFA
Episode: E434: Warren Gibbon on How AI is Changing the Private Markets
Chris Ackerson
Executive at AlphaSense, focused on AI and data strategy for market intelligence
AlphaSense
Episode: E433: AlphaSense’s Chris Ackerson on AI, the Future of Finance & Finding Alpha
Michael Bruun
Global Co-Head of Private Equity at Goldman Sachs
Goldman Sachs
Episode: E430: Goldman Sachs’ Michael Bruun on AI, Private Equity & The War for Talent
Dr. V
Venture investor, former Lightspeed partner
Lightspeed Venture Partners
Episode: E429: Dr. V on AI, Market Bubbles & Finding the Next Anthropic

Host

David Weisburd
Host of the show

Reviews

4.4 out of 5 stars from 165 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 States9 months ago
  • Truly inspirational!

    Love this!

    Apple Podcasts
    5
    Ajay Donthula
    United States9 months ago
  • Great

    Super helpful as an analyst planning ahead

    Apple Podcasts
    5
    Miloslav Tkach
    United States9 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 States9 months ago
  • Awesome

    Love this from TX

    Apple Podcasts
    5
    ajsonday
    United States9 months ago

Listeners Say

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

The host avoids fluff and focuses on tangible trade-offs and long-term thinking.
Audience finds episodes applicable to raising funds or managing portfolios in real-world settings.
Listeners appreciate the emphasis on signal, not soundbites, and practical frameworks for thinking about investments.
Insightful interviews with deep-dibergence on decision-making rather than surface-level takes.
Guests are consistently high-caliber, with thoughtful questions that illuminate strategy and risk.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

E438: Will Robbins on Elon Musk, AI & the Future of Silicon Valley
Q: What are you looking for in founders during thousands of evaluations?
Beyond product-market fit, I look for raw talent, relentless drive, and an ability to recruit and motivate talent; the founder's narrative and social capital—how they attract and retain people—are as crucial as the product.
E439: Ethan Thornton: The 22-Year-Old Building a $3.7 Billion Defense Company
Q: What's the through line between the Chinese-US cold war framing and the broader geopolitical fronts you mentioned?
The through line is the shift from traditional warfare toward technology-driven, asymmetrical competition across multiple fronts, where deterrence relies on affordable, scalable capabilities and allies empowered to act.
E434: Warren Gibbon on How AI is Changing the Private Markets
Q: What changes do you see in venture managers and how is accessibility to top funds evolving for LPs?
Emerging managers who are specialist, have clear theses, and are willing to roll up their sleeves can be attractive, especially if they can demonstrate access to strong founders and the right to win in their niche. Persistence and quality of deal flow remain critical, as does the ability to show durable value creation with a focused thesis.
E434: Warren Gibbon on How AI is Changing the Private Markets
Q: Why are you not bearish on private equity today and how do you think about underwriting in a world with higher rates and more capital chasing fewer deals?
Underwriting must become more aggressive and focused on the operational ability of portfolio companies, ensuring that the thesis holds under current conditions. The risk is disruption from AI and the need to identify management teams that can integrate AI effectively, with a rifle-shot approach to allocations rather than broad-based bets.
E434: Warren Gibbon on How AI is Changing the Private Markets
Q: When you look at these companies plowing in these massive amounts of earnings into infrastructure, specifically data centers, what do you think about that?
There are three kinds of investors: believers, skeptics, and those unsure what to think. While the hyperscaler capex is enormous and likely to grow, it warrants caution in underwriting beneficiaries like chipmakers and memory, and it underscores the need for grounding decisions in first principles about what underlying businesses will increase in value rather than extrapolating from past patterns.

Audience Metrics

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

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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?

This program centers on high-level investing decisions, portfolio construction, and the behavior of large capital allocators. Episodes frequently unfold around long-horizon assets, private markets, private credit, and venture strategies, often with guests who are senior investors, fund managers, or leaders at endowments, foundations, and large asset firms. The conversations consistently emphasize disciplined risk management, capital preservation, and the interplay between macro trends, governance, and human judgment in generating durable returns. A standout feature is the host's focus on the thinking process of allocators—how they frame trade-offs, measure value beyond simple metrics, and build durable practices shaped by culture, ethics, a... more

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How I Invest launched 3 years ago and published 442 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. Ethan Thornton
2. Will Robbins
3. Doug Beyer
4. Nnamdi Okike
5. Dario Amadei
6. Warren Gibbon
7. Chris Ackerson
8. Michael Bruun

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