{"podcast":{"title":"How I Invest with David Weisburd","slug":"how-i-invest-with-david-weisburd-6470713","podcast_index_feed_id":6470713,"rss_url":"https://feeds.podcastai.com/LaVYz9xBOj9Q4toB4HfKrC.xml","website_url":"https://howiinvestpodcast.com","image_url":"https://data-1.podcastai.com/shows/LaVYz9xBOj9Q4toB4HfKrC/cover-b5b1dc31.jpg","author":"David Weisburd","episode_count":404,"summary":"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.","last_synced_at":"2026-07-17T22:17:31.105631+00:00","page_url":"https://stenobird.com/podcast/how-i-invest-with-david-weisburd-6470713"},"episode":{"title":"E347: The $26B CIO Who Turned Superforecasting Into Alpha","slug":"e347-the-26b-cio-who-turned-superforecasting-into-alpha","published_at":"2026-04-14T12:45:00+00:00","page_url":"https://stenobird.com/podcast/how-i-invest-with-david-weisburd-6470713/e347-the-26b-cio-who-turned-superforecasting-into-alpha","show_page_url":"https://stenobird.com/podcast/how-i-invest-with-david-weisburd-6470713","url":"https://howiinvestpodcast.com/episodes/HyMWFA0Ex9O","audio_url":"https://dts.podtrac.com/redirect.mp3/media.podcastai.com/episodes/HyMWFA0Ex9O.mp3?u=1776173079","summary":"How do you manage a $26 billion public fund while keeping every investment decision disciplined, every team member calibrated, and every partner accountable? In this episode, I sit down with Mark Steed, Chief Investment Officer of AZ Public Safety Personnel Retirement System, to explore how super forecasting and probabilistic thinking shape portfolio management. Mark shares how lessons from Dr. Phil Tetlock's the Good Judgment Project inform every investment decision, why intellectual humility and calibrated confidence drive better outcomes, and how simplifying portfolios into broad buckets creates flexibility and competition for capital. He also unpacks the role of co-investments, structural alpha, and first principles thinking in public markets.","meta_description":"How do you manage a $26 billion public fund while keeping every investment decision disciplined, every team member calibrated, and every partner accountab…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2319,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/how-i-invest-with-david-weisburd-6470713/episodes/e347-the-26b-cio-who-turned-superforecasting-into-alpha/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/how-i-invest-with-david-weisburd-6470713/e347-the-26b-cio-who-turned-superforecasting-into-alpha.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}