Episodes: 437
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.
E437: Doug Beyer on Raising Capital, LP Psychology & GP Stakes
October 02, 2026
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 in alternative assets. Douglas explains how anchor capital changes fundraising dynamics, why LP relationships determine whether firms survive, and how the best emerging managers...
E436: Nnamdi Okike on Billionaires, Founder Psychology & the Venture Capital Bubble
September 30, 2026
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 experiences rather than pure instinct, how 645 quantifies founder qualities, and why missionary and “non-central casting” founders can become exceptional investments. We also explore wh...
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 ...
Publicly listed emails
david@weisburdcapital.com
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