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How I Invest
How I Invest
440 episodes · Investing · by David Weisburd
About How I Invest
How I Invest is a Investing podcast with 440 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
Founder Traits Over Pedigree Second-Order Thinking and Market Depth Obsessive Drive and Learning Velocity Storytelling and Clarity of Thought AI's Role in Venture Capital Market Timing and Defensibility Hiring and Firm-Building in the AI Era Emerging Markets Misconceptions
Notable Guests on How I Invest
Recent Episodes
E440: What Steve Jobs Taught Me About Great Founders — October 09, 2026E439: Ethan Thornton: The 22-Year-Old Building a $3.7 Billion Defense Company — October 07, 2026E438: Will Robbins on Elon Musk, AI & the Future of Silicon Valley — October 05, 2026E437: Doug Beyer on Raising Capital, LP Psychology & GP Stakes — October 02, 2026E436: Nnamdi Okike on Billionaires, Founder Psychology & the Venture Capital Bubble — September 30, 2026E435: Why Most Companies Aren’t Ready for AI — September 28, 2026E434: Warren Gibbon on How AI is Changing the Private Markets — September 25, 2026E433: AlphaSense’s Chris Ackerson on AI, the Future of Finance & Finding Alpha — September 23, 2026E432: $24 Billion Investor on Private Credit, the Psychology of Winning & Fear of Failure — September 21, 2026E431: Marty Kausas on AI, Trillion Dollar Startups & Founder Psychology — September 18, 2026E430: Goldman Sachs’ Michael Bruun on AI, Private Equity & The War for Talent — September 16, 2026E429: Dr. V on AI, Market Bubbles & Finding the Next Anthropic — September 14, 2026E428: Michael Green on Peter Thiel, SpaceX, and Inefficient Markets — September 11, 2026E427: AQR's Peter Hecht on AI, Market Bubbles & How the Best Investors Build Portfolios — September 09, 2026E426: American Securities CEO on Warren Buffett, Private Equity & Playing the Long Game — September 07, 2026E425: What 30,000 Founders Taught Me About AI, Judgment & Top Founders — September 04, 2026E424: 32-Year Notre Dame CIO on Sequoia, Venture Capital & Concentration — September 02, 2026E423: Castelion CEO on Elon Musk, Hypersonic Missiles & the Future of Defense — August 31, 2026E422: Founding CIO of Berkeley Endowment on Track Records, Contrarian Investing & First-Time Funds — August 28, 2026E421: Jack Purcell — Building an $11B Private Equity Firm — August 26, 2026E420: 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, 2026
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