# How I InvestThe best episodes and moments Markdown copy of https://realalpha.app/shows/how-i-invest/ on Real Alpha, the best minutes from long interviews with the people building AI. Cite and link the page, not this copy. [Best AI podcasts](https://realalpha.app/best/ai-podcasts/) Investing and business How I Invest is an investing and business show, hosted by David Weisburd, with a new episode a few times a week. 18 moments cut from 6 episodes, mostly on venture & private markets and investing in AI. [No. 27 of 29 business podcasts](https://realalpha.app/best/business-podcasts/#how-i-invest), [No. 19 of 20 investing podcasts](https://realalpha.app/best/investing-podcasts/#how-i-invest) and [No. 61 of 75 interview podcasts](https://realalpha.app/best/interview-podcasts/#how-i-invest). - [David Weisburd](https://realalpha.app/hosts/) **New episodes** A few times a week **Latest** Nov 6, 2026 **Moments cut** 18 **Episodes cut** 6 What its moments are about - Venture & private markets 11 - Investing in AI 5 - Markets & the economy 3 - AI startups 1 - AI business models 1 - Enterprise AI 1 ## The best How I Invest episodes Ranked as our lists rank shows: a point for each best minute we cut from it and one more when an AI builder is talking, multiplied by how many people watched it on YouTube. 1. 01 [Why ‘Quality Over Quantity’ Is Keeping You BROKE](https://realalpha.app/v/Uh6AC9QX-ws/) Grant Cardone Mar 2, 2026 · 3 moments [Start with Retail capital can give real estate funds more control](https://realalpha.app/s/retail-capital-can-give-real-estate-funds-more-control/) 2. 02 [Peter Thiel's 27-Year Partner on the AI Bubble, the Venture Capital Crisis, and the PayPal Mafia](https://realalpha.app/v/4VjI-3FcHSg/) Jack Selby Nov 4, 2026 · 3 moments [Start with Cheap capital left venture with zombie funds](https://realalpha.app/s/cheap-capital-left-venture-with-zombie-funds/) 3. 03 [Anthropic at $2 Trillion? The AI Bubble, and Why the Best Startups Always Look Overvalued](https://realalpha.app/v/K2OC5yKrbaM/) Matthew Harris Oct 26, 2026 · 3 moments [Start with Valuation discipline can make venture firms miss power-law winners](https://realalpha.app/s/valuation-discipline-can-make-venture-firms-miss-power-law/) 4. 04 [Lloyd Blankfein at AlphaSummit: A Conversation with Jack Kokko (CEO of AlphaSense)](https://realalpha.app/v/GRMhjOlVwMg/) Lloyd Blankfein Oct 27, 2025 · 3 moments [Start with Public markets can push companies to favor smoother earnings](https://realalpha.app/s/public-markets-can-push-companies-to-favor-smoother-earnings/) 5. 05 [Gavin Ezekowitz on AI Valuations, Asymmetric Returns, and Why Great Investors Fail](https://realalpha.app/v/-aC4qH9eMsM/) Gavin Ezekowitz Oct 28, 2026 · 3 moments [Start with Underwrite the team and milestones, not a distant market forecast](https://realalpha.app/s/underwrite-the-team-and-milestones-not-a-distant-market/) 6. 06 [How Sovereign Wealth Funds Create Alpha w/Peter Madsen](https://realalpha.app/v/-atCCMK1GYw/) Peter Madsen Dec 12, 2025 · 3 moments [Start with Passive benchmarks can concentrate risk as small caps change](https://realalpha.app/s/passive-benchmarks-can-concentrate-risk-as-small-caps-change/) ## Best moments from How I Invest From its most-watched episodes, best first. Each plays right here. 1. How I Invest · Mar 2, 2026 · 4 min **[Retail capital can give real estate funds more control](https://realalpha.app/s/retail-capital-can-give-real-estate-funds-more-control/)** > “If you could pull it off, the money should be cheaper, it should be friendlier, and it should be longer.” How I Invest [40:38](https://realalpha.app/v/Uh6AC9QX-ws/#t=2438) 2. How I Invest · Nov 4, 2026 · 6 min **[Cheap capital left venture with zombie funds](https://realalpha.app/s/cheap-capital-left-venture-with-zombie-funds/)** > “the industry has done a poor job of returning capital to its investors over the last decade.” How I Invest [32:47](https://realalpha.app/v/4VjI-3FcHSg/#t=1967) 3. How I Invest · Oct 26, 2026 · 5 min **[Valuation discipline can make venture firms miss power-law winners](https://realalpha.app/s/valuation-discipline-can-make-venture-firms-miss-power-law/)** > “you will systematically miss the power law companies on average.” How I Invest [4:30](https://realalpha.app/v/K2OC5yKrbaM/#t=270) 4. How I Invest · Oct 27, 2025 · 7 min **[Public markets can push companies to favor smoother earnings](https://realalpha.app/s/public-markets-can-push-companies-to-favor-smoother-earnings/)** > “you find yourself sacrificing earnings in exchange for having a smoother earning platform.” How I Invest [28:49](https://realalpha.app/v/GRMhjOlVwMg/#t=1729) 5. How I Invest · Oct 28, 2026 · 6 min **[Underwrite the team and milestones, not a distant market forecast](https://realalpha.app/s/underwrite-the-team-and-milestones-not-a-distant-market/)** > “the current revenue and revenue projections are so imperfect both on the part of ourselves, other investors, and the company themselves” How I Invest [13:24](https://realalpha.app/v/-aC4qH9eMsM/#t=804) 6. How I Invest · Dec 12, 2025 · 5 min **[Passive benchmarks can concentrate risk as small caps change](https://realalpha.app/s/passive-benchmarks-can-concentrate-risk-as-small-caps-change/)** > “They're sort of a active decision and that you chose to participate in passive. They tend to be momentum in nature” How I Invest [3:42](https://realalpha.app/v/-atCCMK1GYw/#t=222) ## The 6 guests we’ve cut - [Gavin Ezekowitz](https://realalpha.app/people/gavin-ezekowitz/) Co-founder & chief investment officer, BFA Global Investors 8 moments - [Matthew Harris](https://realalpha.app/people/matthew-harris/) 8 moments - [Jack Selby](https://realalpha.app/people/jack-selby/) Managing Director, Thiel Capital 6 moments - [Peter Madsen](https://realalpha.app/people/peter-madsen/) Director & chief investment officer, Utah School & Institutional Trust Funds Office 6 moments - [Lloyd Blankfein](https://realalpha.app/people/lloyd-blankfein/) 5 moments - [Grant Cardone](https://realalpha.app/people/grant-cardone/) Founder & CEO, Cardone Capital 4 moments ## Recent episodes - How I Invest **[Peter Thiel's 27-Year Partner on the AI Bubble, the Venture Capital Crisis, and the PayPal Mafia](https://realalpha.app/v/4VjI-3FcHSg/)** Jack Selby · Managing Director, Thiel Capital [32:21](https://realalpha.app/v/4VjI-3FcHSg/#t=1941) of 56:17 · Nov 4 - How I Invest **[Gavin Ezekowitz on AI Valuations, Asymmetric Returns, and Why Great Investors Fail](https://realalpha.app/v/-aC4qH9eMsM/)** Gavin Ezekowitz · Co-Founder & Chief Investment Officer, BFA Global Investors [9:07](https://realalpha.app/v/-aC4qH9eMsM/#t=547) of 1:13:06 · Oct 28 - How I Invest **[Anthropic at $2 Trillion? The AI Bubble, and Why the Best Startups Always Look Overvalued](https://realalpha.app/v/K2OC5yKrbaM/)** Matthew Harris · Partner, Bain Capital Ventures [1:58](https://realalpha.app/v/K2OC5yKrbaM/#t=118) of 1:03:00 · Oct 26 - How I Invest **[Why ‘Quality Over Quantity’ Is Keeping You BROKE](https://realalpha.app/v/Uh6AC9QX-ws/)** Grant Cardone · CEO, Cardone Capital [37:27](https://realalpha.app/v/Uh6AC9QX-ws/#t=2247) of 1:03:04 · Mar 2 - How I Invest **[How Sovereign Wealth Funds Create Alpha w/Peter Madsen](https://realalpha.app/v/-atCCMK1GYw/)** Peter Madsen · Chief Investment Officer, Utah School & Institutional Trust Funds Office [2:01](https://realalpha.app/v/-atCCMK1GYw/#t=121) of 33:04 · Dec 12 - How I Invest **[Lloyd Blankfein at AlphaSummit: A Conversation with Jack Kokko (CEO of AlphaSense)](https://realalpha.app/v/GRMhjOlVwMg/)** Lloyd Blankfein · Former Chairman & CEO, Goldman Sachs [24:19](https://realalpha.app/v/GRMhjOlVwMg/#t=1459) of 36:18 · Oct 27 ## Host this show? 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