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E421: Jack Purcell — Building an $11B Private Equity Firm
Episode 421
What if the biggest edge in private equity isn’t finding better deals, but designing better incentives? In this episode, I sit down with Jack Purcell…
3 weeks, 2 days ago
E420: Why Infrastructure Is a $40 Trillion Opportunity
Episode 420
What if the biggest AI investment opportunity isn’t AI companies, but the infrastructure required to make AI possible? David sits down with Stuart Wa…
3 weeks, 4 days ago
E419: Venture Capital Has a Liquidity Crisis
Episode 419
Venture capital was designed around a relatively simple model: invest in a startup, help it grow, and eventually exit through an acquisition or IPO. …
4 weeks ago
E418: AI, Venture Capital & the Future of Investing
Episode 418
Most venture firms think AI is another productivity tool. David sits down with John Melas-Kyriazi co-founder and CEO of Standard Metrics—the AI-nativ…
4 weeks, 2 days ago
E417: $20B Investor on Risk, Uncertainty & Adaptability
Episode 417
Most investors spend their careers trying to eliminate risk. David sits down with Alec Litowitz the founder of Qstar Capital, founder and former CEO…
1 month ago
E416: Ares Investor on Data Centers, Investing Moats & Lessons Learned
Episode 416
Why do the largest investment firms keep getting bigger? David sits down with Joel Holsinger, Co-Head of Ares Alternative Credit, to discuss why scal…
1 month ago
E415: Why Every VC Is Suddenly Investing in Defense
Episode 415
For years, defense investing was considered off limits for most venture capital firms. Today, billions of dollars are flowing into defense startups a…
1 month ago
E414: How LPs Evaluate GPs in the AI Era
Episode 414
For decades, fundraising was driven by relationships. Today, it increasingly starts with AI. David sits down with Lex Suvanto, Global CEO of Edelman …
1 month, 1 week ago
E413: How AI Will Reinvent Venture Capital
Episode 413
Most venture firms are experimenting with AI. Footwork rebuilt the entire firm around it. David sits down with Nikhil Trivedi, Co-Founder & General P…
1 month, 1 week ago
E412: UPENN Endowment: Why AI Will Create a New Generation of PE & VC Firms
Episode 412
AI isn't just changing technology—it is reshaping how investment firms create value, evaluate managers, and generate alpha. David sits down with Thom…
1 month, 1 week ago