$23B Investor on Warren Buffett, Compounding & Playing the Long Game
American Securities co-founder and CEO Michael Fisch joins host David Weisburd to discuss the evolution of private equity from sub-billion-dollar leveraged buy…
Podcast
How I Invest podcast summaries.
Every full How I Invest episode we cover, summarized with verbatim, timestamped quotes: 16 episodes and 69 articles since July 2026. Hosted by David Weisburd. Part of our Private Equity coverage. New summaries every Sunday.
16 episodescovered
69 articleswith timestamped quotes
69 articleswith timestamped quotes
$242B Investor on AI, Market Bubbles & How the Best Investors Build Portfolios
Peter Hecht, Managing Director at AQR Capital Management, explains how systematic quantitative investing relies on disciplined diversification across thousands…
What 30,000 Founder Meetings Taught Me About AI, Judgment & the Top 0.1%
Byron Ling, Partner at Twelve Below, shares insights from participating in roughly 30,000 founder meetings over the past decade. He and host David Weisburd dis…
Notre Dame’s Former CIO on Sequoia, Venture Capital & Concentration
Former University of Notre Dame Chief Investment Officer Scott Malpass reflects on his 32-year career growing the university's endowment from $400 million to o…
Defense CEO on Elon Musk, Hypersonic Missiles & the Future of Defense
Bryon Hargis, co-founder of Castelion, joins David Weisburd to discuss revitalizing America's defense manufacturing capacity through mass-producible hypersonic…
$31B Investor on AI Infrastructure, Private Equity, and Secondaries
Stuart Waugh, Managing Partner of Northleaf Capital Partners, joins David Weisburd to discuss how the AI boom is creating an unprecedented bottleneck in power…
$20B Investor on Risk, Uncertainty & Adaptability
In this episode, investor Alec delves into his investment philosophy, distinguishing between pricing risk and uncertainty to gain an edge in markets. He shares…
Ben Black on Why Venture Capital Is Broken, the Rise of Secondaries, and Taking VC Public
Benjamin Black, founder of Akkadian Ventures and Powerlaw Corp. (Nasdaq: PWRL), joins David Weisburd to discuss the structural breakdown of traditional 10-year…
Why Every VC Is Suddenly Investing in Defense
This episode explores the rapid surge in venture capital interest in defense technology. David George, founder of Marq, discusses the geopolitical, economic, a…
Ares Investor on Data Centers, Investing Moats & Lessons Learned
This episode features David Weisburd and Ares investor Joel, who explore Ares' investment approach to data centers and the underlying credit-like structures. T…
This VC Firm Is Being Run by AI Agents
David Weisburd interviews Nikhil about Footwork, a venture capital firm uniquely built from the ground up to be AI-native. They discuss how AI agents automate…
Why Most Venture Capital Firms Aren't Built for AI
Andre, an investment professional at Earlybird, discusses his journey into venture capital and how his machine learning background influenced the firm's approa…
Why Only a Handful of Venture Capital Firms Will WIn
Aram Verdian, partner at Accolade Partners, discusses his thesis that venture capital is becoming a winner-take-all market, with less than 1% of firms consiste…
Why Billionaires Quietly Abandoned 60/40
This episode features Scott Abu Khair, CIO of Pinkus Capital Management, who discusses the complexities of calculating after-tax returns and how traditional in…
Who Will Actually Make Money From AI?
Lucas Swisser, co-head of growth investing at CO2, discusses where value will accrue in the AI stack, between foundational models and application layers. He ch…
After Interviewing $10 Trillion of Investors, Here’s What I Learned
In this unique episode, David Weisburd takes the guest seat to discuss his core belief that relationships, brand, and access compound more effectively than fin…