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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
Wealth Management
Private Credit
Liquidity
Portfolio Management
Alphasense
Institutional Investors
Real Estate
Alternative Investments
Investment Management
Portfolio Construction
Openai
Lower Middle Market
Limited Partners

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.

PublishesDailyEpisodes433Founded3 years ago
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Artwork for How I Invest

Latest Episodes

What happens to financial analysts when AI can do the work they used to spend all night doing?

Chris Ackerson is SVP of Product at AlphaSense, where he focuses on applying information retrieval, natural language processing, deep learning, and recomm... more

Is private credit really in a bubble, or are investors looking for risk in the wrong place?

Theodore “Ted” Koenig is Chairman and CEO of Monroe Capital, a $24 billion private credit firm. We break down how private credit grew from a niche alternativ... more

What if the best reason to start a company isn’t to change the world, but simply because you love the game?

In this episode, I sit down with Marty Kausas, CEO of Pylon, to unpack how he thinks about building an ambitious company from first principle... more

What if AI makes talent, not technology, the biggest competitive advantage in private equity?

Michael Bruun is Partner and Global Co-Head of Private Equity within Goldman Sachs Asset Management. We break down how Goldman Sachs competes for the best ... more

Key Facts

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Recent Guests

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
Michael Green
Portfolio Manager at Thiel Macro, guest on interview
Thiel Macro
Episode: E428: Michael Green on Peter Thiel, SpaceX, and Inefficient Markets
Peter Hecht
AQR executive discussing investment philosophy and processes
AQR Capital Management
Episode: E427: AQR's Peter Hecht on AI, Market Bubbles & How the Best Investors Build Portfolios
Michael (American Securities Capital Partners)
CEO of American Securities Capital Partners
American Securities Capital Partners
Episode: E426: American Securities CEO on Warren Buffett, Private Equity & Playing the Long Game
Jack Purcell
Partner/Executive at Ridgemont Equity Partners, discusses firm structure and strategy.
Ridgemont Equity Partners
Episode: E421: Jack Purcell — Building an $11B Private Equity Firm
Unnamed guest (Joel)
Partner at Ares, co-head of group discussed in the interview
Ares
Episode: E416: Ares Investor on Data Centers, Investing Moats & Lessons Learned
Rick Heitzmann
Founder/Managing Director at FirstMark
FirstMark
Episode: E410: How Relationships Built a $3.6B Venture Firm
Aram Verdian
Partner at Accolade Partners; former investor at Andreessen Horowitz
Accolade Partners
Episode: E407: Why Venture Capital is Becoming a Winner-Take All Market

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 States8 months ago
  • Truly inspirational!

    Love this!

    Apple Podcasts
    5
    Ajay Donthula
    United States8 months ago
  • Great

    Super helpful as an analyst planning ahead

    Apple Podcasts
    5
    Miloslav Tkach
    United States8 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 States8 months ago
  • Awesome

    Love this from TX

    Apple Podcasts
    5
    ajsonday
    United States8 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.

E428: Michael Green on Peter Thiel, SpaceX, and Inefficient Markets
Q: What do you believe that most smart people in the industry do not?
The guest argues that passive investing is not truly passive because it creates distortions through constant trading and inflows; true passivity would be proportional to market cap without active rebalancing, but real-world index reconstitution makes even passive approaches effectively active.
E429: Dr. V on AI, Market Bubbles & Finding the Next Anthropic
Q: How has AI changed the edge in investing and the way investors access opportunity?
AI enhances information gathering but the edge comes from trust and verifiable sources; investors who can trace outputs back to the underlying filings and transcripts gain a meaningful advantage, while those who rely on surface-level signals risk mispricing and hidden context.
E429: Dr. V on AI, Market Bubbles & Finding the Next Anthropic
Q: You've said that the old venture capital playbook no longer works. Why is that?
The playbook shifted from a reputation-driven, long-hold model to a media-driven sourcing and marketing approach; exits and liquidity now require a broader ecosystem, continuous relationship-building, and new tools like continuation funds and GP secondary strategies that enable faster, more active capital deployment.
E430: Goldman Sachs’ Michael Bruun on AI, Private Equity & The War for Talent
Q: How do you build the right incentives within your team?
We combine annual compensation with carried interest and meaningful investment of our own capital, so leaders are motivated to drive durable value and stay aligned with LPs.
E430: Goldman Sachs’ Michael Bruun on AI, Private Equity & The War for Talent
Q: Michael, you're the global co-head of Private Equity at Goldman, where you've been for nearly 23 years. When you were earlier on in your Goldman career, you were influenced by Lloyd Blankfein's saying about having skin in the game. Why was that so influential for you?
Skin in the game means we align incentives across investment performance and personal stake, ensuring leadership is closely tied to outcomes for both portfolio companies and our investors.

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 433 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. Michael Bruun
2. Dr. V
3. Michael Green
4. Peter Hecht
5. Michael (American Securities Capital Partners)
6. Jack Purcell
7. Unnamed guest (Joel)
8. Rick Heitzmann

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