{"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":"E372: Why the Best Venture Investments Look Wrong Early","slug":"e372-why-the-best-venture-investments-look-wrong-early","published_at":"2026-05-19T12:45:00+00:00","page_url":"https://stenobird.com/podcast/how-i-invest-with-david-weisburd-6470713/e372-why-the-best-venture-investments-look-wrong-early","show_page_url":"https://stenobird.com/podcast/how-i-invest-with-david-weisburd-6470713","url":"https://howiinvestpodcast.com/episodes/DGASXKvD8wE","audio_url":"https://dts.podtrac.com/redirect.mp3/media.podcastai.com/episodes/DGASXKvD8wE.mp3?u=1779195602","summary":"What if the best venture investments come from ignoring consensus and trusting your own taste before the market catches up? In this episode, I sit down with Maya Bakhai, Founding Partner of Spice Capital, to discuss how cultural intuition, narrative cycles, and conviction shape venture investing. Maya explains how working with Kevin Durant at 35 Ventures gave her access to top-tier deal flow while teaching her to think independently, why “narrative premiums” distort venture markets, and how the best founders build with unconditional conviction long before a category becomes popular. We also explore cultural arbitrage, creator economy investing, and why early-stage venture is ultimately a game of taste, not consensus.","meta_description":"What if the best venture investments come from ignoring consensus and trusting your own taste before the market catches up? In this episode, I sit down wi…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2938,"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/e372-why-the-best-venture-investments-look-wrong-early/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/e372-why-the-best-venture-investments-look-wrong-early.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}