{"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-9190ac60.jpg","author":"David Weisburd","episode_count":433,"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":"2026-09-24T12:22:30.592240+00:00","page_url":"https://stenobird.com/podcast/how-i-invest-with-david-weisburd-6470713"},"episode":{"title":"E426: American Securities CEO on Warren Buffett, Private Equity & Playing the Long Game","slug":"e426-american-securities-ceo-on-warren-buffett-private-equity-playing-the-long-game","published_at":"2026-09-07T12:45:00+00:00","page_url":"https://stenobird.com/podcast/how-i-invest-with-david-weisburd-6470713/e426-american-securities-ceo-on-warren-buffett-private-equity-playing-the-long-game","show_page_url":"https://stenobird.com/podcast/how-i-invest-with-david-weisburd-6470713","url":"https://howiinvestpodcast.com/episodes/T4oL3NP02aB","audio_url":"https://dts.podtrac.com/redirect.mp3/media.podcastai.com/episodes/T4oL3NP02aB.mp3?u=1788786002","summary":"What happens when a private equity firm refuses to chase every new opportunity and spends 30 years getting better at one thing? David sits down with Michael Fisch, co-founder and CEO of American Securities, to unpack how the firm grew from a $71.4 million first fund to $23 billion in AUM without abandoning the investment discipline that got it there. Michael explains how private equity evolved from a sub-$1 billion institutional market into a multi-trillion-dollar industry, why American Securities resisted the temptation to expand into every adjacent asset class, and why seeing more deals matters almost as much as knowing which ones to reject.","meta_description":"What happens when a private equity firm refuses to chase every new opportunity and spends 30 years getting better at one thing? David sits down with Micha…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3276,"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/e426-american-securities-ceo-on-warren-buffett-private-equity-playing-the-long-game/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/e426-american-securities-ceo-on-warren-buffett-private-equity-playing-the-long-game.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}