{"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":"E427: AQR's Peter Hecht on AI, Market Bubbles & How the Best Investors Build Portfolios","slug":"e427-aqr-s-peter-hecht-on-ai-market-bubbles-how-the-best-investors-build-portfolios","published_at":"2026-09-09T12:45:00+00:00","page_url":"https://stenobird.com/podcast/how-i-invest-with-david-weisburd-6470713/e427-aqr-s-peter-hecht-on-ai-market-bubbles-how-the-best-investors-build-portfolios","show_page_url":"https://stenobird.com/podcast/how-i-invest-with-david-weisburd-6470713","url":"https://howiinvestpodcast.com/episodes/ivyzr0ZVAvP","audio_url":"https://dts.podtrac.com/redirect.mp3/media.podcastai.com/episodes/ivyzr0ZVAvP.mp3?u=1788958801","summary":"Peter Hecht, Managing Director at AQR Capital Management, explains why diversification has to be measured by underlying risk rather than the number of investments you own. At AQR, diversification is a core principle: thousands of relatively small, uncorrelated investment decisions can collectively create an attractive return for a given level of risk.","meta_description":"Peter Hecht, Managing Director at AQR Capital Management, explains why diversification has to be measured by underlying risk rather than the number of inv…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3909,"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/e427-aqr-s-peter-hecht-on-ai-market-bubbles-how-the-best-investors-build-portfolios/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/e427-aqr-s-peter-hecht-on-ai-market-bubbles-how-the-best-investors-build-portfolios.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}