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E307: Why Size Is the Enemy of Venture Returns w/Glenn Solomon
Episode 307
How do you compete with Sequoia and Andreessen while running a $650M fund and still expect to outperform? In this episode, I sit down with Glenn Solo…
2 months, 1 week ago
E306: Can VCs Actually Pick Winners? w/Eric Bahn
Episode 306
Why does execution velocity matter more than pedigree at the earliest stages of company building? David Weisburd speaks with Eric Bahn about the conc…
2 months, 1 week ago
E305: Why 95% of AI Startups Will Never Build a Moat
Episode 305
Why are vertical AI applications emerging as some of the most defensible opportunities in technology today? David Weisburd speaks with Nick Beim abou…
2 months, 1 week ago
E304: Co-CIO of Multi-Asset at Neuberger Berman on Mistakes Smart Investors Make
Episode 304
How should investors think about risk when traditional measures like volatility fall short? David Weisburd speaks with Jeff Blazek about portfolio c…
2 months, 2 weeks ago
E304: Neuberger Berman Co-CIO on Mistakes Smart Investors Make
Episode 304
How should investors think about risk when traditional measures like volatility fall short? David Weisburd speaks with Jeff Blazek about portfolio c…
2 months, 2 weeks ago
E303: What Blackjack Taught Me About Investing w/Ari Levy
Episode 303
Where does real edge still exist in public markets and how do you size risk when certainty doesn’t exist? In this episode, I talk with Ari Levy, Foun…
2 months, 2 weeks ago
E302: Legendary CIO Larry Kochard On Where Alpha is Today
Episode 302
What actually creates sustainable alpha in endowment portfolios and why do most investors mistake activity for edge? In this episode, I talk with Lar…
2 months, 2 weeks ago
E301: Why Generating Alpha is So Hard
Episode 301
After 300 interviews with the world’s top investors, what does alpha actually look like and why is it almost never what people think it is? In this s…
2 months, 2 weeks ago
E300: How I Raised $100 Billion w/Rahul Moodgal
Episode 300
Can institutional capital really afford to rush or is patience the ultimate edge in fundraising? In this episode, I sit down with Rahul Moodgal to un…
2 months, 2 weeks ago
E299: Why Institutional LPs Are Moving Into Lower Middle Market PE
Episode 299
What does it mean to be a true partner to lower middle market businesses? David Weisburd speaks with Peter Elliot Rothschild about building RF Inves…
2 months, 3 weeks ago