Free Daily Podcast Summary
How I Invest with David Weisburd: Daily Summaries Delivered
by David Weisburd
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.
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- Today40 min
E384: CEO of Commonfund on Venture Capital, Power Laws & the Future of IPOs
What if the biggest edge in venture capital isn’t manager selection—but earning access to the managers everyone already knows are the best? In this episode, I sit down with Mark Anson, CEO, President, and CIO of Commonfund, to discuss what he has learned managing capital across some of the world’s most influential institutions, including CalPERS, the Bass Family Office, and Commonfund. Mark explains why venture capital remains one of the most persistent alpha-generating asset classes, how LPs earn access to top managers, and why relationships, responsiveness, and knowledge-sharing matter more than check size. We also explore performance persistence, the illiquidity premium, co-investments, and the lessons Mark has learned managing capital across multiple decades and market cycles.
- Yesterday32 min
E383:Why the Next Fortune 500 Companies Will Be Built on AI
What if the biggest investment opportunity of the next decade isn’t AI itself—but the companies building the infrastructure and workflows that allow AI agents to actually do work? In this episode, I sit down with David Blumberg, Founder and Managing Partner of Blumberg Capital, to discuss why he believes agentic AI is still in the first inning of a multi-decade transformation. David explains how AI agents will reshape productivity across industries, why vertical software companies with proprietary data have a major advantage, and how network effects are evolving through AI-powered data flywheels. We also explore the future of work, the rise of AI-native businesses, and why human relationships remain one of the few enduring advantages in an increasingly automated world.
- 2 days ago33 min
E382: Why Venture Capital Has a $3 Trillion Liquidity Problem
What if the biggest opportunity in venture today isn’t finding the next unicorn—but solving the liquidity problem created by companies staying private twice as long as they used to? In this episode, I sit down with Ravi Viswanathan, Founder and CEO of NewView Capital, to discuss how the venture ecosystem is evolving beyond the traditional fund model. Ravi explains why he left NEA to build a firm focused on liquidity solutions, how company-led secondaries are becoming a critical tool for founders and employees, and why the future of venture may depend on balancing long-term ownership with thoughtful liquidity. We also explore the DPI drought, continuation vehicles, cap table management, and why relationships remain the ultimate source of edge in venture capital.
- 3 days ago48 min
E381: A16Z Partner: The Tax Strategy Hidden Inside Real Estate
What if the biggest inefficiency in investing today isn’t asset selection—but the fact that most investors still optimize for pre-tax returns instead of after-tax outcomes? In this episode, I sit down with Jeff Bramel, Partner at a16z Perennial, to discuss why real assets remain one of the most misunderstood areas of institutional investing. Jeff explains how structural diversification works beyond traditional portfolio theory, why private real estate behaves differently from public markets, and how tax efficiency can dramatically reshape long-term returns for taxable investors. We also explore opportunistic investing, portfolio construction, risk management, and why real estate may offer one of the largest remaining pockets of structural alpha.
- 4 days ago45 min
E380: How Billionaire Family Offices Actually Invest
What if the greatest threat to generational wealth isn’t bad investing—but the inability to think beyond the next liquidity event? In this episode, I sit down with Eric Becker, Founder and Chairman of Cresset, to discuss why he built a modern multi-family office after decades as an entrepreneur and investor. Eric explains the structural conflicts inside traditional wealth management, why most ultra-high-net-worth families lack true family office infrastructure, and how long-term thinking changes the way businesses, portfolios, and families compound over generations. We also explore governance, tax-aware investing, succession planning, and lessons from companies that have endured for centuries.
- 1 weeks ago36 min
E379: Why Great Investment Firms Eventually Stop Performing
What if the biggest problem in asset management today isn’t investment performance—but misalignment between managers and the investors they serve? In this episode, I sit down with Luke Sarsfield, Chairman and CEO of Ridgepost Capital, to discuss how incentive structures shape long-term outcomes in private markets. Luke explains why Ridgepost leaves most carried interest with underlying managers, how alignment creates better LP relationships, and why middle market specialists can offer diversification that many large-cap private portfolios lack. We also explore long-term thinking, public versus private market pressures, culture, mentorship, and why compounding relationships may be the most valuable asset in investing.
- 1 weeks ago26 min
E378: Why LPs Keep Selling Their Highest-Quality Funds
What if the biggest opportunity in private equity today isn’t buying companies—but buying liquidity from investors who are forced to sell great assets for reasons unrelated to performance? In this episode, I sit down with Ryan Levitt, Co-Head of LP Secondaries at ICG, to discuss why secondaries have evolved into one of the most attractive areas in private markets. Ryan explains how LP secondaries can outperform traditional buyouts with lower downside risk, why DPI pressures are reshaping institutional portfolios, and how rules-based allocators create structural inefficiencies. We also explore return dispersion, continuation vehicles, GP relationships, and why access and information matter more than sourcing in modern secondaries investing.
- 1 weeks ago43 min
E377: Midas List VC: Why Most VCs Miss the Biggest Companies
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 Managing Partner of Verdict, to discuss why the best venture opportunities emerge before consensus exists. Niko explains why “50% of the profits are made before a vertical even has a name,” how he identifies “freak” founders with extreme rates of learning, and why most VCs are structurally incentivized to follow momentum instead of creating conviction. We also explore why consumer and gaming are deeply undervalued today, how AI is changing company formation, and why relationship-building compounds harder than capital in venture investing.
Get How I Invest with David Weisburd summaries in your inbox
Free AI-powered daily recaps. Key takeaways, quotes, and mentions — in a 5-minute read.
Get Free Summaries →Free forever for up to 3 podcasts. No credit card required.
You Might Also Like
Listeners also like.
Invest Like the Best with Patrick O'Shaughnessy
Interviews with top investors and business leaders reveal strategies and insights for smarter investing and decision-making.
Excess Returns
Discusses long-term investing strategies with finance experts, focusing on macroeconomics, value investing, and factor-based approaches.
InvestTalk
Weekday discussions on investing, financial planning, and market trends with advisers Justin Klein and Luke Guerrero.
Masters in Business
Barry Ritholtz interviews influential figures in markets, investing, and business.
Icons and Ideas with Peter Mallouk
Conversations with entrepreneurs and leaders about the choices, risks, and habits behind success in business and life.
Prof G Markets
A daily analysis of financial markets, stocks, and economic trends to build financial literacy.
The Money Mondays
Discusses investments, side hustles, and charity through interviews with entrepreneurs and celebrities in their homes and studios.
How to Money
Two friends break down personal finance topics like debt payoff and investing in simple, practical terms for everyday listeners.
BiggerPockets Business Podcast
Real entrepreneurs share practical advice on starting, growing, and selling businesses, covering hiring, marketing, and raising capital.
The David Bach Show
A financial podcast offering practical advice on building wealth and achieving financial freedom, hosted by personal finance expert David Bach.
Your Money Guide on the Side
Personal finance advice and investing insights explained clearly with expert guests to help manage money effectively.
Proven Podcast
Charles Schwartz
About How I Invest with David Weisburd
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.
Customized Recaps
AI-powered recaps with compact key takeaways, quotes, and insights.
Straight to Your Inbox
Get key takeaways from How I Invest with David Weisburd in a 5-minute read.
Save Hours Every Week
Stay current on your favorite podcasts without falling behind.
Frequently Asked Questions
What is Podzilla's How I Invest with David Weisburd daily summary?
It's a free AI-powered email that summarizes new episodes of How I Invest with David Weisburd as soon as they're published. You get the key takeaways, notable quotes, and links & mentions — all in a quick read.
How does the How I Invest with David Weisburd podcast summary work?
When a new episode drops, our AI transcribes and analyzes it, then generates a personalized summary tailored to your interests and profession. It's delivered to your inbox every morning.
Is this an official How I Invest with David Weisburd product?
No. Podzilla is an independent service that summarizes publicly available podcast content. We're not affiliated with or endorsed by David Weisburd.
Can I get summaries of other podcasts too?
Absolutely! The free plan covers up to 3 podcasts. Upgrade to Pro for 15, or Premium for 50. Browse our full catalog at /podcasts.
How often does How I Invest with David Weisburd release new episodes?
How I Invest with David Weisburd publishes daily. Our AI generates a summary within hours of each new episode.
What topics does How I Invest with David Weisburd cover?
How I Invest with David Weisburd covers topics including Business, Investing. Our AI identifies the specific themes in each episode and highlights what matters most to you.
Start getting How I Invest with David Weisburd summaries tomorrow morning.
Free forever for up to 3 podcasts. No credit card required.
Free forever for up to 3 podcasts. No credit card required.