How I Invest with David Weisburd

David Weisburd
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Jul 30, 2025 • 44min

E193: GLP-1s, AI & the End of Sick Care: The Next $10B Health Tech Giant

Dr. Cameron Sepah, founder and CEO of Maximus, is revolutionizing healthcare by focusing on performance medicine instead of just treating sickness. He shares insights on how testosterone and GLP-1s can optimize health rather than merely manage conditions. Cameron discusses the critical role of AI in diagnostics and personal health coaching, revealing how it can transform patient experiences. He also highlights misconceptions around testosterone therapy and the need for rigorous clinical trials in health tech, setting a vision for proactive medicine's future.
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Jul 28, 2025 • 37min

E192: Lessons from a Top Pension Turnaround w/Anurag Chandra

Anurag Chandra, the Chief Investment Officer of a single-family office and former Investment Committee Chair of San Jose FSERS, shares his journey transforming one of the U.S.'s worst-performing pension plans into a top decile performer. He discusses how emotional intelligence and strong networks can eclipse sheer IQ in investing. Anurag highlights the importance of governance reform, lessons from Canadian pensions, and impactful decisions made during the 2020 market crash. He advocates for family offices adopting institutional strategies and delves into tax-loss harvesting and model delivery.
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11 snips
Jul 25, 2025 • 53min

E191: Randal Quarles: From Fed Vice Chair to Private Equity Trailblazer

Randal Quarles, Chairman and Co-Founder of The Cynosure Group and former Vice Chair for Supervision at the U.S. Federal Reserve, shares his unique insights into private equity. He discusses the misalignments between traditional private equity and family office needs, emphasizing tailored strategies. Randal highlights the benefits of long-hold investing and his preference for growth equity in overlooked sectors. He also reflects on lessons learned during the Great Financial Crisis and the philosophy behind building a sustainable investment firm.
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Jul 23, 2025 • 53min

E190: $600 Billion Parametric CIO: Thomas Lee on Markets, Debt & Trust

Thomas Lee, Co-President and CIO at Parametric, shares insights from the $600 billion asset management firm. He discusses the future of customization in investment strategies, debunking myths around inflation while analyzing its complex impacts. Lee emphasizes personalized accounts for high-net-worth individuals and the importance of tax-efficient investing. He also touches on the shift from pooled funds to tailored solutions, showcasing how technology enables greater investment accessibility. This conversation dives deep into leadership in finance and innovative market strategies.
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Jul 21, 2025 • 20min

E189: Inside the Goldman Sachs Prop Desk: Lessons from a Top Trader w/Nancy Davis

Nancy Davis, founder of Quadratic Capital and a former Goldman Sachs trader, shares her insights from nearly a decade on the prestigious prop desk. She discusses her options-based investment strategies and the common pitfalls investors face. Nancy emphasizes the importance of humility and coachability in finance. She also warns about the potential return of stagflation and critiques how the market currently prices inflation. With unique thoughts on risk management and trading psychology, her approach flips traditional models on their head.
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Jul 18, 2025 • 1h 20min

E188: The CAZ Way: Alignment, Access & Asymmetric Upside

Mark Wade, who leads strategy and investments at CAZ Investments, dives into the evolving landscape of alternative investments. He highlights the increasing demand from high net worth individuals and the strategic evolution of evergreen funds. Mark discusses the importance of alignment in investments, detailing CAZ's innovative risk management strategies and the benefits of transparency and trust-building with investors. He emphasizes the value of collaborative partnerships in enhancing investment success and the significance of humility in capital allocation.
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Jul 16, 2025 • 43min

E187: Why Holding Companies Beat Private Equity w/Matt Foran

Matt Foran, co-founder and president of StoicLane, discusses the innovative world of holding companies, focused on real estate and small business acquisitions. He shares insights on how StoicLane has successfully acquired 71 companies with a unique seller-friendly approach. Matt emphasizes the long-term advantages of permanent capital and the importance of transparency in building trust. The conversation also delves into leveraging AI for operational efficiency and the competitive edge of holding companies over traditional private equity in fostering sustainable growth.
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Jul 14, 2025 • 49min

E186: Where’s the Alpha Opportunity in VC in 2025? w/Abe Finkelstein

Abe Finkelstein dives into the art of building a resilient venture firm, sharing insights on navigating turbulent markets. He discusses the journey of Vintage Investment Partners, from its inception to managing over $3 billion. The conversation highlights how to evaluate managers across various market landscapes and the importance of cultivating trust with limited partners. Finkelstein also shares his thoughts on emerging fields like gaming and crypto, along with Israel's burgeoning startup scene and his decision to relocate there.
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Jul 11, 2025 • 36min

E185: Why Institutional Investors Invest into C-Class Real Estate w/Amy Rubinstein

Amy Rubinstein, CEO of Clear Investment Group, shares her journey from novice to real estate leader, focusing on distressed C-class multifamily properties. She discusses the surprising resilience of C-class housing, especially during inflation, and how her firm creates value by stabilizing mismanaged assets. Amy explains her self-taught path to success, her philosophy on impact investing, and the strategic vision for a comprehensive investment platform. Listeners gain insights into team management, the intricacies of institutional fundraising, and the critical importance of adaptability in real estate.
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Jul 9, 2025 • 1h 3min

E184: How Casper Hit $100M in Year One: The Untold Startup Playbook

Discover how a mattress startup skyrocketed to $100M in its first year through innovative direct-to-consumer strategies. The conversation dives into the essentials of leading during hypergrowth and navigating challenges, especially going public just before the pandemic. Explore the concept of the 'electron economy' and why it’s crucial for climate innovation. Gain insights into evaluating startup founders and the importance of portfolio construction in venture capital.

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