LPs · new episode 23 Oct 2026
How I Invest
Hosted by David Weisburd
Allocators and fund managers on how they pick managers and build portfolios.
Follow on Apple PodcastsThe regulars
Investors named as guests in the most episode titles on How I Invest.
Every episode 446 · page 1 of 15
- 446E446: Vista Equity President: The Death of SaaS? AI Agents and the $3 Trillion Opportunity23 Oct 2026 · 59 minVista Equity PartnersDavid Breach▶Show page
About this episode
Is AI destroying the software industry, or creating its biggest investment opportunity yet? David Breach is President of Vista Equity Partners, a firm managing approximately $100 billion in assets. In this episode, David explains why the recent selloff in software stocks may be missing a much larger opportunity:…
- 445E445: AngelList: Why Picking Winners Is the Wrong Way to Invest in Startups21 Oct 2026 · 1h 1mAngelListErik Syvertsen▶Show page
About this episode
What if the biggest advantage in venture capital isn't picking winners, but getting access to them? Erik Syvertsen is GM of Asset Management and Chief Legal Officer at AngelList and Chairman of USVC. Drawing on AngelList's extensive venture investment data, Erik explains why seed and growth investing operate like two…
- 444E444: NEPC President on AI Portfolio Risk, Finding Top Funds, and Preparing for a Downturn19 Oct 2026 · 54 min▶Show page
About this episode
What if the biggest advantage in institutional investing isn’t finding better managers, but building an organization that can make better decisions over decades? In this episode, I sit down with Tim McCusker, President of NEPC, which advises on approximately $2 trillion in assets, to discuss what separates the best…
- 443E443: Why the Next Trillion-Dollar Startup Won’t Be a Software Company16 Oct 2026 · 1h 2mHumba VenturesLeo Polovets▶Show page
About this episode
What if AI makes software abundant and shifts venture capital’s biggest opportunities into the physical world? Leo Polovets is a General Partner at Humba Ventures, an early-stage deep tech fund investing across robotics, defense, energy, manufacturing, and other physical industries. Leo explains why AI is…
- 442E442: Nelson Mills on Building a $100 Billion Company, the China Threat, and the Future of War14 Oct 2026 · 53 min▶Show page
About this episode
What happens when autonomous underwater vehicles become cheap enough to manufacture at scale? Nelson Mills is the Founder of Vatn Systems, a defense technology company building autonomous underwater vehicles. Nelson explains why undersea autonomy has lagged aerial drones, how advances in AI, navigation, manufacturing,…
- 441E441: Startup Investing When the Cost of Building Goes to Zero12 Oct 2026 · 1h 16m▶Show page
About this episode
What if AI makes the founder more important, not less? John Borthwick is the Founder of betaworks, the startup studio and venture firm behind companies including Giphy, Dots, bitly, and TweetDeck, with investments in companies including Twitter, Tumblr, Kickstarter, and Hugging Face. We break down why John now puts…
- 440E440: What Steve Jobs Taught Me About Great Founders9 Oct 2026 · 1h 4mSteven Rosenblatt▶Show page
About this episode
What did Steve Jobs understand about building great companies that most founders miss? Steven Rosenblatt is Co-Founder and General Partner at Oceans, a seed-stage venture firm based in New York City. Drawing on more than two decades as an operator and investor, including his time at Apple and Foursquare, Steven shares…
- 439E439: Ethan Thornton: The 22-Year-Old Building a $3.7 Billion Defense Company7 Oct 2026 · 57 min▶Show page
About this episode
What if the future of warfare is determined by who can innovate faster, not who can spend more? Ethan Thornton is the Founder and CEO of Mach Industries, a defense technology company he started after dropping out of MIT. We break down how Mach went from experimenting with roughly 20 technologies to becoming a…
- 438E438: Will Robbins on Elon Musk, AI & the Future of Silicon Valley5 Oct 2026 · 1h 17mWill RobbinsElon Musk▶Show page
About this episode
What if the biggest edge in venture capital is identifying an exceptional founder before everyone else does? Will Robbins is a technology-focused venture investor and founder of Robbins Capital, where he backs companies starting at formation. Previously, Will joined Contrary as its first employee and helped grow the…
- 437E437: Doug Beyer on Raising Capital, LP Psychology & GP Stakes2 Oct 2026 · 41 min▶Show page
About this episode
What if the biggest opportunity in private markets isn’t backing companies, but backing the next generation of investment firms? In this episode, I sit down with Douglas Beyer, managing partner and founder of Roaring Brook Holdings, to discuss why emerging managers remain one of the most undercapitalized opportunities…
- 436E436: Nnamdi Okike on Billionaires, Founder Psychology & the Venture Capital Bubble30 Sept 2026 · 1h 7mNnamdi Okike▶Show page
About this episode
Can venture capital really be turned from instinct into science? Nnamdi Okike is Co-Founder and Managing Partner of 645 Ventures, where he leads Seed and Series A investments in software and software-enabled companies. We discuss why Nnamdi believes venture investing is driven by the totality of an investor’s…
- 435E435: Why Most Companies Aren’t Ready for AI28 Sept 2026 · 44 minMighty CapitalSC Moatti▶Show page
About this episode
Which competitive moats will actually survive the AI era? SC Moatti is Managing Partner at Mighty Capital and Board Chair at Products That Count. We break down what Mighty Capital learned from mapping 550 companies by defensibility, why traditional SaaS advantages like switching costs and data moats may be weakening,…
- 434E434: Warren Gibbon on How AI is Changing the Private Markets25 Sept 2026 · 1h 1m▶Show page
About this episode
Are private markets still positioned to outperform public markets? Warren Gibbon is a Multi-Family Office Chief Investment Officer with deep experience across asset allocation, equity research, and portfolio management. We discuss why investors may need to re-underwrite their assumptions about private markets, how…
- 433E433: AlphaSense’s Chris Ackerson on AI, the Future of Finance & Finding Alpha23 Sept 2026 · 37 min▶Show page
About this episode
What happens to financial analysts when AI can do the work they used to spend all night doing? Chris Ackerson is SVP of Product at AlphaSense, where he focuses on applying information retrieval, natural language processing, deep learning, and recommendation systems to search and discovery. We discuss how AI is…
- 432E432: $24 Billion Investor on Private Credit, the Psychology of Winning & Fear of Failure21 Sept 2026 · 48 minMonroe Capital▶Show page
About this episode
Is private credit really in a bubble, or are investors looking for risk in the wrong place? Theodore “Ted” Koenig is Chairman and CEO of Monroe Capital, a $24 billion private credit firm. We break down how private credit grew from a niche alternative to a $2 trillion asset class, why financing shifted from banks to…
- 431E431: Marty Kausas on AI, Trillion Dollar Startups & Founder Psychology18 Sept 2026 · 1h 15m▶Show page
About this episode
What if the best reason to start a company isn’t to change the world, but simply because you love the game? In this episode, I sit down with Marty Kausas, CEO of Pylon, to unpack how he thinks about building an ambitious company from first principles. Marty explains why Pylon started with a goal of reaching $1 billion…
- 430E430: Goldman Sachs’ Michael Bruun on AI, Private Equity & The War for Talent16 Sept 2026 · 38 minMichael Bruun▶Show page
About this episode
What if AI makes talent, not technology, the biggest competitive advantage in private equity? Michael Bruun is Partner and Global Co-Head of Private Equity within Goldman Sachs Asset Management. We break down how Goldman Sachs competes for the best middle-market assets, why Michael believes talent can move the needle…
- 429E429: Dr. V on AI, Market Bubbles & Finding the Next Anthropic14 Sept 2026 · 34 minVaibhav Agrawal▶Show page
About this episode
What if the biggest mistake in venture capital is investing in what already looks like a great venture investment? In this episode, I sit down with Dr. V (Vaibhav Agrawal), Founder ODDBIRD VC, is a San Francisco-based venture investor who spent nearly a decade at Lightspeed, to explore why he believes the traditional…
- 428E428: Michael Green on Peter Thiel, SpaceX, and Inefficient Markets11 Sept 2026 · 46 minPeter Thiel▶Show page
About this episode
What if passive investing is actually one of the biggest active forces shaping markets today? In this episode, I sit down with Michael Green, Founder and CIO at Tier1 Alpha Asset Management. Michael challenges the conventional view that stock prices primarily reflect fundamentals, arguing that the transaction itself…
- 427E427: AQR's Peter Hecht on AI, Market Bubbles & How the Best Investors Build Portfolios9 Sept 2026 · 1h 5mPeter Hecht▶Show page
About this episode
Peter Hecht, Managing Director at AQR Capital Management, explains why diversification has to be measured by underlying risk rather than the number of investments you own. At AQR, diversification is a core principle: thousands of relatively small, uncorrelated investment decisions can collectively create an attractive…
- 426E426: American Securities CEO on Warren Buffett, Private Equity & Playing the Long Game7 Sept 2026 · 55 minMichael Fisch▶Show page
About this episode
What happens when a private equity firm refuses to chase every new opportunity and spends 30 years getting better at one thing? David sits down with Michael Fisch, co-founder and CEO of American Securities, to unpack how the firm grew from a $71.4 million first fund to $23 billion in AUM without abandoning the…
- 425E425: What 30,000 Founders Taught Me About AI, Judgment & Top Founders4 Sept 2026 · 1h 0mTwelve BelowByron Ling▶Show page
About this episode
David sits down with Byron Ling of Twelve Below to unpack the judgment required to invest at the earliest stages of technology. After roughly 30,000 founder meetings over the past decade, Byron believes the strongest signals rarely appear on a résumé. He looks for an almost biological drive to win, second-level…
- 424E424: 32-Year Notre Dame CIO on Sequoia, Venture Capital & Concentration2 Sept 2026 · 1h 7mScott Malpass▶Show page
About this episode
What can 32 years as a university CIO teach you about identifying exceptional investors before everyone else does? David sits down with Scott Malpass, Co-Founder and Managing Partner of Grafton Street Partners and former Chief Investment Officer of the University of Notre Dame, to discuss the patterns he learned from…
- 423E423: Castelion CEO on Elon Musk, Hypersonic Missiles & the Future of Defense31 Aug 2026 · 59 minElon Musk▶Show page
About this episode
David sits down with Bryon Hargis, co-founder of Castelion, to unpack why rebuilding America’s defense manufacturing capacity has become a national security imperative. Bryon explains why decades of consolidation and outsourcing weakened the defense industrial base, why America could struggle against an adversary with…
- 422E422: Founding CIO of Berkeley Endowment on Track Records, Contrarian Investing & First-Time Funds28 Aug 2026 · 1h 9m▶Show page
About this episode
Why do so many GPs misunderstand what institutional LPs actually care about? David sits down with John-Austin Saviano, an Backing & Building Challenger Investment Firms and Former Endowment CIO, argues that one of the biggest mistakes GPs make is overemphasizing track record. Great LPs care less about the headline…
- 421E421: Jack Purcell, Building an $11B Private Equity Firm26 Aug 2026 · 52 minJack PurcellRidgemont Equity Partners▶Show page
About this episode
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, Managing Partner at Ridgemont Equity Partners, to unpack how alignment helped turn a Bank of America spinout with fewer than 15 people into a private equity firm…
- 420E420: Why Infrastructure Is a $40 Trillion Opportunity24 Aug 2026 · 1h 9mNorthleaf Capital Partners▶Show page
About this episode
What if the biggest AI investment opportunity isn’t AI companies, but the infrastructure required to make AI possible? David sits down with Stuart Waugh, Managing Partner of Northleaf Capital Partners, to explore why the AI boom is creating massive demand for power, data centers, communications networks, and other…
- 419E419: Venture Capital Has a Liquidity Crisis21 Aug 2026 · 39 minBenjamin Black▶Show page
About this episode
Venture capital was designed around a relatively simple model: invest in a startup, help it grow, and eventually exit through an acquisition or IPO. David sits down with Benjamin Black Powerlaw Corp. (Nasdaq: PWRL), Akkadian Ventures, Ben invests in growth-stage technology companies while providing alternative…
- 418E418: AI, Venture Capital & the Future of Investing19 Aug 2026 · 60 minJohn Melas-Kyriazi▶Show page
About this episode
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-native portfolio management platform used by leading venture capital and private equity firms, to discuss how AI is transforming every stage of investing, from sourcing and…
- 417E417: $20B Investor on Risk, Uncertainty & Adaptability17 Aug 2026 · 1h 7mMagnetar Capital▶Show page
About this episode
Most investors spend their careers trying to eliminate risk. David sits down with Alec Litowitz the founder of Qstar Capital, founder and former CEO of Magnetar Capital, and one of Citadel's earliest partners to explore the difference between risk and uncertainty, why adaptability is becoming the world's most valuable…
Who the show talks about
Firms named in its episodes, and people named in descriptions: talked about, rather than on the show.
