Episodes: 435
Frequency: Multiple_weekly
Rating: 4.4/5.0
Estimated listeners: 1k-10k
Gender skew: Male
Location: USA
Publicly listed emails
david@weisburdcapital.com
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David Weisburd - Investor and podcast host focused on institutional investing, private markets, and the decision-making of leading investment professionals.
Theodore “Ted” Koenig - Private Credit, Alternative Asset Growth, Lower-middle-market Lending, Generating Alpha, Retail Capital, Asset Growth, And Investor Returns.
Marty Kausas - Artificial Intelligence, Ambitious Company Building, Trillion-dollar Startups, Market Size, First-principles Thinking, And Founder Psychology.
Michael Bruun - Private Equity, Artificial Intelligence In Portfolio Companies, Middle-market Investing, EBITDA And Cash-flow Growth, Talent, And Organizational Transformation.
Vaibhav Agrawal - Venture Capital, Artificial Intelligence, Sourcing And Distribution, Private-company Liquidity, Market Bubbles, And Changes To The Traditional Venture Model.
Michael Green - Passive Investing, Market Structure, Capital Flows, Inefficient Markets, Price Formation, Peter Thiel, And Spacex.
E435: Why Most Companies Aren’t Ready for AI
September 28, 2026
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, and why network effects and counter-positioning are emerging as powerful AI-era moats. We also discuss why SC disagrees with the conventional power-law approach to venture, how ...
E434: Warren Gibbon on How AI is Changing the Private Markets
September 25, 2026
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 higher rates and growing competition have changed private equity, and why public-market earnings growth may be underappreciated. Warren also explains why he is more constructive on...
E433: AlphaSense’s Chris Ackerson on AI, the Future of Finance & Finding Alpha
September 23, 2026
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 changing the analyst role, why vertical AI can outperform general-purpose models in financial research, and why proprietary data may become one of the most important competitive advant...
Publicly listed emails
david@weisburdcapital.com
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