Video Conversations
Long-form discussions on investing, market structure, artificial intelligence, and the business of managing capital.
How Micro Informs The Macro
David Steinberg joins Jack Farley for a deep conversation on why the best macro investors deeply analyze individual companies and industries. Covers his time working for George Soros and Scott Bessent, and dives into the pet industry, semiconductors, and the music industry.
Optimizing the Investment Business for Long-term Results
David discusses why the operational and capital raising side of the investment business is the most important factor in determining success. He explores how to build a lasting investment firm and the importance of aligning fund structure with the right partners.
The AI Bubble & The Private Equity Crisis: A Warning for 2026
In a market obsessed with endless growth and the AI revolution, David takes a hard look at the reality of valuations and cash flow. An informal conversation about AI bubbles, private equity risks, and the investment outlook for 2026.