E247: Why Wall Street Is Wrong About AI w/ Dan Ives
Episode Date: November 21, 2025Is traditional valuation dead for the biggest winners of the AI era? Or have investors simply been looking in the wrong place? In this episode, I tal...
How I Invest with David Weisburd is a podcast that interviews the world's leading institutional investors. Previous guests include The Ford Foundation, Northwestern University Endowment, CalPERS, Stepstone, and other top limited partners.
153 episodes transcribedIs traditional valuation dead for the biggest winners of the AI era? Or have investors simply been looking in the wrong place? In this episode, I tal...
How do you build a multibillion-dollar company from scratch, walk away at the peak, and reinvent your life around purpose, generosity, and impact? In...
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How do you turn whiskey barrels into an institutional asset class? In this episode, I sit down with Giuseppe Infusino, Chief Investment Officer and M...
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What really happens inside the hidden world of family offices—and why do they invest so differently from institutions? In this episode, I explore that...
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How do you underwrite pre-seed founders when the only durable asset is the human—before there’s product-market fit? In this episode, I go deep with M...
How can families preserve wealth and well-being across five or more generations? In this episode, I dive deep into a conversation with James E. “Jay”...
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How can continuation vehicles and independent sponsors unlock structural alpha in private equity when traditional buyouts are struggling with low DPI?...
Can venture capital be reinvented to deliver alpha without relying on “heroic assumptions”? In this episode, I go deep with Daniel Kimerling, Founder...
This episode features John Felix, General Partner & Head of Research at Pattern Ventures, a specialist fund-of-funds focused on backing small venture...
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What does it take to manage the wealth of America’s most iconic families? In this episode, I spoke with Stephan Roche, Partner at BanyanGlobal, and f...
Tom Bilyeu went from sleeping on the floor to co-founding and selling a billion-dollar company, Quest Nutrition. Today, he's the force behind Impact T...
What if your healthcare wasn't about just treating sickness, but maximizing your potential? In today's episode on How I Invest, I spoke with Dr. Came...
In this episode, I spoke with Anurag Chandra, Chief Investment Officer of a single-family office and longtime trustee and former Investment Committee...
Randal Quarles has been at the helm of some of the most influential institutions in finance and government. From his tenure as Vice Chair of the Feder...