{"generated_at": "2026-04-23T00:12:57.689099Z", "slug": "how_i_invest_with_david_weisburd", "source_id": "src_how_i_invest_with_david_weisburd", "name": "How I Invest with David Weisburd", "episode_count": 8, "avg_signal": 77.5, "median_signal": 79.1, "top_signal": 86.1, "latest_episode_at": "2026-04-22T12:45:00Z", "earliest_episode_at": "2026-04-13T12:45:00Z", "category_mode": "finance", "cover_image_url": "https://data-1.podcastai.com/shows/LaVYz9xBOj9Q4toB4HfKrC/episodes/0PVrTGdgCLi/artwork-4c982745.jpg", "rank_score": 169.348, "episodes": [{"episode_id": "ep_how_i_invest_with_david_weisburd_2820891a9940", "episode_title": "E353: Why Biotech Is Struggling in Today\u2019s Market  (and the Future of Healthcare)", "podcast_name": "How I Invest with David Weisburd", "podcast_slug": "how_i_invest_with_david_weisburd", "source_id": "src_how_i_invest_with_david_weisburd", "category": "finance", "publish_date": "2026-04-22T12:45:00Z", "overall_score": 75.0, "score_breakdown": {"clarity": 75.0, "originality": 82.0, "hype_penalty": 3.0, "actionability": 55.0, "technical_depth": 82.0, "information_density": 76.0}, "podcast_cover_url": "https://data-1.podcastai.com/shows/LaVYz9xBOj9Q4toB4HfKrC/episodes/0PVrTGdgCLi/artwork-4c982745.jpg", "source_link": "https://howiinvestpodcast.com/episodes/0PVrTGdgCLi", "audio_url": "https://dts.podtrac.com/redirect.mp3/media.podcastai.com/episodes/0PVrTGdgCLi.mp3?u=1776864255", "listen_url": "https://howiinvestpodcast.com/episodes/0PVrTGdgCLi", "verdict": "must_listen", "why_listen": "Understand how U.S. policy, global competition from China, and AI are reshaping the economic viability and future of biotech innovation.", "summary": "Biotech investment is under pressure due to declining revenue potential from drug pricing reforms like the Inflation Reduction Act, which has led to a 30% NPV hit for drugs and a 70% drop in small molecule investment. Meanwhile, China now accounts for 60% of new drug starts, creating competitive pressure that forces U.S. innovation toward AI-driven platforms and new business models. Despite rising M&A activity and deal values, the combination of a lower revenue ceiling and higher development costs is compressing returns and shifting capital toward higher-upside sectors."}, {"episode_id": "ep_how_i_invest_with_david_weisburd_02762d4789df", "episode_title": "E352: JD Vance\u2019s Co-Founder on Space Defense, Hard Tech, and the Biggest Opportunities Ahead", "podcast_name": "How I Invest with David Weisburd", "podcast_slug": "how_i_invest_with_david_weisburd", "source_id": "src_how_i_invest_with_david_weisburd", "category": "finance", "publish_date": "2026-04-21T12:45:00Z", "overall_score": 66.9, "score_breakdown": {"clarity": 70.0, "originality": 54.3, "hype_penalty": 3.0, "actionability": 50.0, "technical_depth": 80.0, "information_density": 75.0}, "podcast_cover_url": "https://data-1.podcastai.com/shows/LaVYz9xBOj9Q4toB4HfKrC/episodes/HryTqL13L5v/artwork-3a411866.jpg", "source_link": "https://howiinvestpodcast.com/episodes/HryTqL13L5v", "audio_url": "https://dts.podtrac.com/redirect.mp3/media.podcastai.com/episodes/HryTqL13L5v.mp3?u=1776778948", "listen_url": "https://howiinvestpodcast.com/episodes/HryTqL13L5v", "verdict": "must_listen", "why_listen": "Gain insights into how to effectively invest in innovative sectors while maintaining a focus on mission and impact.", "summary": "Colin McGinnis discusses the intersection of venture capital and mission-driven investment, emphasizing the importance of aligning innovative technology with viable business models. He argues that while there are significant opportunities in sectors like defense and healthcare, investors must be cautious of trends and focus on foundational problems that require innovative solutions. The conversation highlights the need for a concentrated investment strategy and the value of building a strong reputation in the venture space."}, {"episode_id": "ep_how_i_invest_with_david_weisburd_247afb95b093", "episode_title": "E351: How a16z Built a Family Office From First Principles", "podcast_name": "How I Invest with David Weisburd", "podcast_slug": "how_i_invest_with_david_weisburd", "source_id": "src_how_i_invest_with_david_weisburd", "category": "finance", "publish_date": "2026-04-20T12:45:00Z", "overall_score": 67.6, "score_breakdown": {"clarity": 70.0, "originality": 57.8, "hype_penalty": 3.0, "actionability": 50.0, "technical_depth": 80.0, "information_density": 75.0}, "podcast_cover_url": "https://data-1.podcastai.com/shows/LaVYz9xBOj9Q4toB4HfKrC/episodes/EewYBi0iw4y/artwork-beb5418d.jpg", "source_link": "https://howiinvestpodcast.com/episodes/EewYBi0iw4y", "audio_url": "https://dts.podtrac.com/redirect.mp3/media.podcastai.com/episodes/EewYBi0iw4y.mp3?u=1776691574", "listen_url": "https://howiinvestpodcast.com/episodes/EewYBi0iw4y", "verdict": "must_listen", "why_listen": "Listeners will gain insights into the strategic considerations and challenges of building a family office in the context of modern asset management.", "summary": "The episode delves into how a16z built a multifamily office from first principles, emphasizing the importance of community building for founders and the need for investment acumen in wealth management. It discusses the challenges of managing family offices and the benefits of scale in asset management, particularly for taxable investors. The conversation also highlights the significance of tax alpha as a key performance benchmark for taxable individuals."}, {"episode_id": "ep_how_i_invest_with_david_weisburd_8855de997edd", "episode_title": "E350: How Family Offices Quietly Build Generational Wealth", "podcast_name": "How I Invest with David Weisburd", "podcast_slug": "how_i_invest_with_david_weisburd", "source_id": "src_how_i_invest_with_david_weisburd", "category": "finance", "publish_date": "2026-04-17T12:45:00Z", "overall_score": 79.8, "score_breakdown": {"clarity": 65.3, "originality": 44.8, "hype_penalty": 6.0, "actionability": 99.0, "technical_depth": 100.0, "information_density": 100.0}, "podcast_cover_url": "https://data-1.podcastai.com/shows/LaVYz9xBOj9Q4toB4HfKrC/episodes/00ZP4qd1ZKZ/artwork-a67239ff.jpg", "source_link": "https://howiinvestpodcast.com/episodes/00ZP4qd1ZKZ", "audio_url": "https://dts.podtrac.com/redirect.mp3/media.podcastai.com/episodes/00ZP4qd1ZKZ.mp3?u=1776432284", "listen_url": "https://howiinvestpodcast.com/episodes/00ZP4qd1ZKZ", "verdict": "worth_your_time", "why_listen": "It goes beyond the title with direct discussion of it's, market, think, including: As you start to bring in other family offices, what dilutes in terms of focus?.", "summary": "Single family office is in some ways much more pure of investment arm than the multifamily office. I don't wanna, you know, bemoan the the multifamily office drive."}, {"episode_id": "ep_how_i_invest_with_david_weisburd_8cbe34e4402b", "episode_title": "E349: Built to Scale: The J.P. Morgan Growth Playbook", "podcast_name": "How I Invest with David Weisburd", "podcast_slug": "how_i_invest_with_david_weisburd", "source_id": "src_how_i_invest_with_david_weisburd", "category": "finance", "publish_date": "2026-04-16T12:45:00Z", "overall_score": 85.2, "score_breakdown": {"clarity": 68.6, "originality": 52.5, "hype_penalty": 3.0, "actionability": 100.0, "technical_depth": 100.0, "information_density": 100.0}, "podcast_cover_url": "https://data-1.podcastai.com/shows/LaVYz9xBOj9Q4toB4HfKrC/episodes/4ztyGwO60c5/artwork-cde1dc0d.jpg", "source_link": "https://howiinvestpodcast.com/episodes/4ztyGwO60c5", "audio_url": "https://dts.podtrac.com/redirect.mp3/media.podcastai.com/episodes/4ztyGwO60c5.mp3?u=1776345087", "listen_url": "https://howiinvestpodcast.com/episodes/4ztyGwO60c5", "verdict": "worth_your_time", "why_listen": "It goes beyond the title with direct discussion of think, it's, companies, including: We spend $20,000,000,000 annually as an organization purchasing technology.", "summary": "What is JPMorgan's right to win in venture capital?. We spend $2,000,000,000 in AI, and that confluence of factors, I think, makes us a very attractive partner to private technology companies."}, {"episode_id": "ep_how_i_invest_with_david_weisburd_e4636e282083", "episode_title": "E348: Why \u201cBoring\u201d Businesses Beat Venture Capital", "podcast_name": "How I Invest with David Weisburd", "podcast_slug": "how_i_invest_with_david_weisburd", "source_id": "src_how_i_invest_with_david_weisburd", "category": "finance", "publish_date": "2026-04-15T12:45:00Z", "overall_score": 78.4, "score_breakdown": {"clarity": 80.7, "originality": 52.3, "hype_penalty": 4.8, "actionability": 100.0, "technical_depth": 76.0, "information_density": 87.2}, "podcast_cover_url": "https://data-1.podcastai.com/shows/LaVYz9xBOj9Q4toB4HfKrC/episodes/GyfIJwUUiyd/artwork-a7284056.jpg", "source_link": "https://howiinvestpodcast.com/episodes/GyfIJwUUiyd", "audio_url": "https://dts.podtrac.com/redirect.mp3/media.podcastai.com/episodes/GyfIJwUUiyd.mp3?u=1776258441", "listen_url": "https://howiinvestpodcast.com/episodes/GyfIJwUUiyd", "verdict": "worth_your_time", "why_listen": "It goes beyond the title with direct discussion of it's, we're, right, including: And venture capital is a little bit more pronounced, you know, about this power lock where if you get enough shots on goal, one of them will be the next Uber or the next SpaceX, th.", "summary": "One of the theories that I've been coming up with is this asymmetry in finance, specifically in private equity and venture capital. But I also think that that happens in private equity, perhaps not with a 100 x returns, where if you stay in business, you do the right blocking and tackling, you get the shots on goal, and you'll have one of these tags where it might go 20 x."}, {"episode_id": "ep_how_i_invest_with_david_weisburd_e50b18198e85", "episode_title": "E347: The $26B CIO Who Turned Superforecasting Into Alpha", "podcast_name": "How I Invest with David Weisburd", "podcast_slug": "how_i_invest_with_david_weisburd", "source_id": "src_how_i_invest_with_david_weisburd", "category": "finance", "publish_date": "2026-04-14T12:45:00Z", "overall_score": 86.1, "score_breakdown": {"clarity": 64.2, "originality": 58.3, "hype_penalty": 3.0, "actionability": 100.0, "technical_depth": 100.0, "recency_relevance": 88.0, "information_density": 100.0}, "podcast_cover_url": "https://data-1.podcastai.com/shows/LaVYz9xBOj9Q4toB4HfKrC/episodes/HyMWFA0Ex9O/artwork-2dc51877.jpg", "source_link": "https://howiinvestpodcast.com/episodes/HyMWFA0Ex9O", "audio_url": "https://dts.podtrac.com/redirect.mp3/media.podcastai.com/episodes/HyMWFA0Ex9O.mp3?u=1776173079", "listen_url": "https://howiinvestpodcast.com/episodes/HyMWFA0Ex9O", "verdict": "worth_your_time", "why_listen": "It goes beyond the title with direct discussion of know, like, right, including: This is a great question, and I love that we're starting with, doctor Phil Tetlock.", "summary": "How does super forecasting play into how you manage $26,000,000,000 today?. So Phil Tetlock spent decades proving that, like, most experts are terrible forecasters."}, {"episode_id": "ep_how_i_invest_with_david_weisburd_93e7ce94f1d3", "episode_title": "E346: $7 Billion CIO: Why the Endowment Model is Changing", "podcast_name": "How I Invest with David Weisburd", "podcast_slug": "how_i_invest_with_david_weisburd", "source_id": "src_how_i_invest_with_david_weisburd", "category": "finance", "publish_date": "2026-04-13T12:45:00Z", "overall_score": 81.2, "score_breakdown": {"clarity": 80.7, "originality": 50.2, "hype_penalty": 9.0, "actionability": 100.0, "technical_depth": 100.0, "information_density": 100.0}, "podcast_cover_url": "https://data-1.podcastai.com/shows/LaVYz9xBOj9Q4toB4HfKrC/episodes/GNlInrKJfRw/artwork-d605a0c1.jpg", "source_link": "https://howiinvestpodcast.com/episodes/GNlInrKJfRw", "audio_url": "https://dts.podtrac.com/redirect.mp3/media.podcastai.com/episodes/GNlInrKJfRw.mp3?u=1776085863", "listen_url": "https://howiinvestpodcast.com/episodes/GNlInrKJfRw", "verdict": "worth_your_time", "why_listen": "It goes beyond the title with direct discussion of think, really, managers, including: What lessons do you take from working at Stanford's endowment to how you run Spider Management today?.", "summary": "So, Karen, you're the CIO of Spider Management, which manages roughly $7,000,000,000, and you came from Stanford's endowment nine years ago. When I sit back and think about the most important lesson, it's not the skill set or the mechanics of manager selection or portfolio construction."}], "category_breakdown": [{"category": "finance", "count": 8}]}