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Dec 2024
42m 10s

E117: What Will Family Offices Invest in...

David Weisburd
About this episode
Hansen Ringer, Managing Director at Sepio Capital sits down with David Weisburd to discuss the asset class that delivers equity-like returns without the market risk, what distressed credit reveals about market cycles and investor behavior, and what happens when stocks and bonds move together. 
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Today
E283: How AI will Affect Financial Markets
What happens when the marginal cost of intelligence approaches zero? David Weisburd speaks with Richard Socher about building U.com, the evolution of AI search and agents, and why infrastructure—not hype—will determine AI’s real economic impact. Richard shares a first-principles ... Show More
29m 46s
Yesterday
E282: Why LPs are Investing into Independent Sponsors
What role do independent sponsors play in today’s lower middle market private equity ecosystem? David Weisburd speaks with Tom Duffy about how TIFF partners with independent sponsors, why deal-by-deal investing can improve alignment, and what differentiates high-quality sponsors ... Show More
23m 49s
Jan 13
E281:The Tsunami of Pain Facing Venture Capital
Why do some venture-backed companies struggle to survive despite strong technology and teams? In this episode, David Weisburd speaks with Trey Ward about the structural differences between software and hard-tech businesses, the predictable “Death Valley” many startups face, and w ... Show More
19m 47s
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