Home /
Podcasts /
How I Invest
How I Invest
420 episodes · Investing · by David Weisburd
About How I Invest
How I Invest is a Investing podcast with 420 episodes in the PodLexicon database, each accompanied by a full searchable transcript and AI-generated summary. 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. PodLexicon indexes every episode of How I Invest and turns each one into a searchable AI summary — find the episode that covers a topic, track how that topic evolved over time, or compare what different guests said about it.
Topics Covered on How I Invest
AI-Native Venture Capital Platform VC as a Power-Law Industry Portfolio Construction and Discipline Founder Traits by Stack Metrics and Institutionalizing Judgment Learning, Unlearning, and Change Management Why Andre Joined Earlybird Relationships as the primary compounder
Notable Guests on How I Invest
Recent Episodes
E420: Why Infrastructure Is a $40 Trillion Opportunity — August 24, 2026E419: Venture Capital Has a Liquidity Crisis — August 21, 2026E418: AI, Venture Capital & the Future of Investing — August 19, 2026E417: $20B Investor on Risk, Uncertainty & Adaptability — August 17, 2026E416: Ares Investor on Data Centers, Investing Moats & Lessons Learned — August 14, 2026E415: Why Every VC Is Suddenly Investing in Defense — August 12, 2026E414: How LPs Evaluate GPs in the AI Era — August 10, 2026E413: How AI Will Reinvent Venture Capital — August 07, 2026E412: UPENN Endowment: Why AI Will Create a New Generation of PE & VC Firms — August 05, 2026E411: How AI Is Creating a New Generation of Venture Firms — August 03, 2026E410: How Relationships Built a $3.6B Venture Firm — July 31, 2026E409: The Leadership Lessons That Built a $6.5 Billion Firm — July 29, 2026E408: HarbourVest: Why Venture Capital Is Chasing Trillion-Dollar Companies — July 27, 2026E407: Why Venture Capital is Becoming a Winner-Take All Market — July 24, 2026E406: Why AI Won't Transform Most Enterprises for 10 Years — July 22, 2026E405: Why AI Has Made Venture Capital Harder (Not Easier) — July 20, 2026E404: Why This Billionaire Family Office Doesn't Rebalance Its Portfolio | Pincus Family CIO — July 17, 2026E403: Why the Best Investment Firms Stay Small | Sound Point Capital Founder — July 15, 2026E402: $92B Coatue: Where the Value in AI Will Accrue — July 13, 2026E401: Einstein Was Wrong About What Actually Compounds — July 10, 2026E400: Anthony Pompliano on Power Laws, Conviction, and Compounding — July 08, 2026E399: How General Catalyst Finds Billion-Dollar Startups — July 06, 2026E398: Hamilton Lane ($1T AUA) on Venture Capital, AI, and Private Markets — July 02, 2026E397: Why Venture Capital Is a Relationship Compounding Machine — July 01, 2026E396: The Future of Compute, Data Centers, and AI — June 29, 2026E395: Russ d'Sa on AI, Agents, and the Future of Work — June 26, 2026E394: How Great LPs Pick Venture Funds | Jamie Rhode — June 24, 2026E393: What 8,000 LPs and GPs Taught Him About Investing | Ron Biscardi — June 22, 2026E392: Jason Pritzker on Family Offices, Venture Capital, and Long-Term Investing — June 19, 2026E391: $17 Billion CIO on Taxes, Private Markets, and Building Wealth — June 17, 2026E390: Ron Rofé on AI, Founder Obsession, and Venture Returns — June 15, 2026E389: The Future of Investing: Data Centers, AI & the Next Trillion-Dollar Companies — June 12, 2026E388: The Future of Investing: AI, Expert Networks, and Information Alpha — June 11, 2026E387: Where Alpha Hides in Private Equity | Josh Adams — June 10, 2026E386: Adams Street ($70B): Venture Capital Has a New Problem — June 09, 2026E385: Why Public Markets Need SpaceX, OpenAI & Anthropic — June 08, 2026E384: CEO of Commonfund on Venture Capital, Power Laws & the Future of IPOs — June 05, 2026E383:Why the Next Fortune 500 Companies Will Be Built on AI — June 04, 2026E382: Why Venture Capital Has a $3 Trillion Liquidity Problem — June 03, 2026E381: A16Z Partner: The Tax Strategy Hidden Inside Real Estate — June 02, 2026E380: How Billionaire Family Offices Actually Invest — June 01, 2026E379: Why Great Investment Firms Eventually Stop Performing — May 29, 2026E378: Why LPs Keep Selling Their Highest-Quality Funds — May 28, 2026E377: Midas List VC: Why Most VCs Miss the Biggest Companies — May 27, 2026E376: The $3 Trillion Liquidity Problem in Venture Capital — May 26, 2026E375: Why Tax Alpha Could Matter More Than Investment Returns — May 22, 2026E374: Why the Best Investors Prepare for Crashes Before They Happen — May 21, 2026E373: What Most CIOs Get Wrong About Alpha — May 20, 2026E372: Why the Best Venture Investments Look Wrong Early — May 19, 2026E371: Midas List VC: Why AI Models Will NOT Become Commodities — May 18, 2026
Search all How I Invest transcripts →