How I Invest with David Weisburd

E377: Midas List VC: Why Most VCs Miss the Biggest Companies

E376: The $3 Trillion Liquidity Problem in Venture Capital

E375: Why Tax Alpha Could Matter More Than Investment Returns

E374: Why the Best Investors Prepare for Crashes Before They Happen

E373: What Most CIOs Get Wrong About Alpha

E372: Why the Best Venture Investments Look Wrong Early

E371: Midas List VC: Why AI Models Will NOT Become Commodities

The strategic investment thesis for AI-native companies hinges on developer-focused feedback loops, which provide a sustainable competitive advantage by allowing models to improve recursively through real-world application. Anthropic’s focus on developers creates a "moat" analogous to the network effects observed in co...

E370: What Taxable Investors Still Get Wrong About Returns

E369: Midas List VC: Why Smart VCs Are Buying Secondaries

Ryan Moore, a veteran venture capitalist, details his strategic pivot from primary seed investing to secondary market transactions, focusing on "inflection point" investing to capture value shortly before significant P&L or valuation shifts. By leveraging a network of 30 GPs as limited partners, he secures unique deal ...

E368: Sovereign 2.0: How Mubadala Capital Is Reinventing the $430B Playbook w/CIO Oscar Fahlgren

E367: The Family Office Betting on Humanity’s Future

E366: Keri Findley: The Credit Investor Peter Thiel Chose to Back

E365: Stanford GSB Professor on Venture Capital’s Manager Incentives

E364: $90B Limited Partner: Why We're (Still) Bullish on Large VC Funds

Nolan Bean, CIO of FEG Investment Advisors, details the shifting landscape of venture capital, where companies remain private longer, necessitating a move beyond traditional early-stage mandates toward multi-stage funds. Investors must balance the need for liquidity (DPI) with the power of long-term compounding, often ...

E363: How Nigel Morris Built QED into a Fintech Powerhouse

E362: Why Jensen Huang Believes Physical AI will be a $50 Trillion Market

E361: Why Venture Capital is Not an Asset Class

Venture capital functions as manager selection rather than a traditional asset class, as diversification often leads to underperformance due to the industry's power-law distribution. Success requires identifying top-decile managers who can secure access to the few companies driving the majority of returns. The business...

E360: The Hardest Lessons I Learned from Building 4 Unicorns

E359: What Charlie Munger Taught Me About Venture Capital

E358: The Woman Behind the World's Top GP Brands | Jen Prosek