{"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":"E430: Goldman Sachs’ Michael Bruun on AI, Private Equity & The War for Talent","slug":"e430-goldman-sachs-michael-bruun-on-ai-private-equity-the-war-for-talent","published_at":"2026-09-16T12:45:00+00:00","page_url":"https://stenobird.com/podcast/how-i-invest-with-david-weisburd-6470713/e430-goldman-sachs-michael-bruun-on-ai-private-equity-the-war-for-talent","show_page_url":"https://stenobird.com/podcast/how-i-invest-with-david-weisburd-6470713","url":"https://howiinvestpodcast.com/episodes/mQCpyDSWIDT","audio_url":"https://dts.podtrac.com/redirect.mp3/media.podcastai.com/episodes/mQCpyDSWIDT.mp3?u=1789563601","summary":"What if AI makes talent, not technology, the biggest competitive advantage in private equity? Michael Bruun is Partner and Global Co-Head of Private Equity within Goldman Sachs Asset Management. We break down how Goldman Sachs competes for the best middle-market assets, why Michael believes talent can move the needle more than almost anything else, and how higher rates have forced private equity back to the fundamentals of EBITDA and cash-flow growth. We also discuss how Goldman is implementing AI across portfolio companies, why transformation must start with the CEO, and why the war for exceptional talent may become even more important as every employee becomes AI-enabled.","meta_description":"What if AI makes talent, not technology, the biggest competitive advantage in private equity? Michael Bruun is Partner and Global Co-Head of Private Equit…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2272,"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/e430-goldman-sachs-michael-bruun-on-ai-private-equity-the-war-for-talent/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/e430-goldman-sachs-michael-bruun-on-ai-private-equity-the-war-for-talent.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}