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.
- Today1h 1m
E409: Hidden Markets: Where Great Investors Find Their Edge
Most investors chase what's exciting. Jason Koenig built a $6.5 billion firm by investing where almost nobody was looking. In this conversation, Jason explains why overlooked industrial assets can produce exceptional long-term returns, how ITE grew from $60 million to $6.5 billion in assets under management, why culture compounds just like capital, and the leadership lessons he learned while scaling an investment firm from startup to institutional platform.
- 2 days ago43 min
E408: HarbourVest: Why Venture Capital Is Chasing Trillion-Dollar Companies
Venture capital isn't about avoiding losses. It's about owning the handful of companies that change everything. Scott explains why HarbourVest has built its venture strategy around power laws, why secondaries have become essential to modern venture investing, and how institutions evaluate managers, partners, and companies across thousands of investment opportunities.
- 5 days ago1h 7m
E407: Why Venture Capital is Becoming a Winner-Take All Market
Venture capital has never been more competitive. Aram Verdian argues it has also never been more concentrated. Drawing on Accolade Partners' research across more than 3,000 U.S. venture firms, Aram explains why fewer than 20 firms have consistently produced 3x net returns, what separates the firms that keep winning, and why venture is increasingly becoming a winner-take-all business. From portfolio construction and manager selection to AI, late-stage investing, and fund sizing, he shares the framework his team uses to identify the next generation of exceptional venture firms.
- 1 weeks ago57 min
E406: Why AI Won't Transform Most Enterprises for 10 Years
Most companies use AI to make employees slightly more productive. Sushanth Raman believes AI should do the work instead. As the CEO of Pallet, Sushanth is building an AI workforce for the $12 trillion logistics industry, helping carriers, brokers, freight forwarders, and shippers automate mission-critical operations inside the systems they already use. He explains why reasoning-driven AI represents the next wave of enterprise software, why logistics is uniquely positioned for AI transformation, and how businesses can move from copilots to fully autonomous workflows.
- 1 weeks ago1h 15m
E405: Why AI Has Made Venture Capital Harder (Not Easier)
The best venture investors don't just identify great markets. They recognize exceptional founders before everyone else does. Michael Gilroy shares lessons from investing at Coatue, Microsoft's M12, Battery Ventures, Insight Partners, and now Marathon Management Partners. He explains what separates extraordinary founders from everyone else, how venture investors evaluate conviction versus consensus, why AI is changing the investment landscape, and how decades of experience shaped his founder-first investing philosophy.
- 1 weeks ago49 min
E404: Why This Billionaire Family Office Doesn't Rebalance Its Portfolio | Pincus Family CIO
Most investors obsess over pre-tax returns. Scott Abookire argues they're measuring the wrong thing. As Chief Investment Officer of Pincus Capital, Scott oversees globally diversified public and private portfolios for multi-generational families. In this conversation, he explains why after-tax returns are the metric that truly matters, why he abandoned the traditional endowment model, and how sophisticated family offices think about risk, liquidity, and long-term compounding. Scott also shares the portfolio framework Pincus uses to manage drawdowns, why governance matters more than forecasts, and how the best investors stay disciplined when markets become emotional.
- 2 weeks ago59 min
E403: Why the Best Investment Firms Stay Small | Sound Point Capital Founder
Most investors believe raising more capital is always a sign of success. Stephen Ketchum has spent nearly two decades proving the opposite. As Founder, CEO, and CIO of Sound Point Capital, Stephen built a $46 billion credit platform by resisting one temptation that destroys investment firms: deploying capital simply because it's available. Instead of maximizing assets under management, Sound Point limits fund sizes, turns away capital when opportunities aren't compelling, and prioritizes long-term trust over short-term fees. Stephen explains why excess capital weakens discipline, why incentives shape every organization, and why culture compounds just as powerfully as investment returns.
- 2 weeks ago49 min
E402: $92B Coatue: Where the Value in AI Will Accrue
Everyone is asking which AI company will win. Lucas Swisher thinks investors are asking the wrong question. The biggest opportunities won't necessarily come from picking a single model or application. They'll come from understanding where durable advantages are created across the AI stack. Drawing on Coatue's investments in companies like OpenAI, Anthropic, Databricks, and SpaceX, Lucas explains why talent compounds, why data infrastructure may outlast today's application boom, why companies become harder—not easier—to disrupt as they scale, and how AI is reshaping the economics of software, semiconductors, and enterprise technology.
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.
Masters in Business
Barry Ritholtz interviews influential figures in markets, investing, and business.
Know Your Risk Podcast
A financial podcast exploring investment risk, portfolio strategies, and market insights beyond traditional Wall Street approaches.
Masters in Business
Barry Ritholtz explores the people and ideas influencing markets, investing, and business.
The Money Mondays
Discusses investments, side hustles, and charity through interviews with entrepreneurs and celebrities in their homes and studios.
All-In with Chamath, Jason, Sacks & Friedberg
Four tech investors discuss technology, markets, politics, and poker with candid, in-depth analysis.
The Real Eisman Playbook
A legendary investor analyzes markets, economic trends, and financial crises with candid, no-nonsense commentary.
The Compound and Friends
A weekly discussion on business and investing with rotating guests offering expert analysis and opinions.
The Paul Morris Podcast
Entrepreneurs and investors share strategies for building wealth, scaling businesses, and leading high-performance teams.
Proven Podcast
Charles Schwartz
Animal Spirits Podcast
Discussions on markets, investing, and life through the lens of current reads, media, and financial trends.
BiggerPockets Business Podcast
Real entrepreneurs share practical advice on starting, growing, and selling businesses, covering hiring, marketing, and raising capital.
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 every few days. 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.