E310: The DPI Problem Plaguing Venture Capital & PE
Podcast: How I Invest with David WeisburdPublished On: Mon Feb 23 2026
Description: Why has liquidity across private markets broken down and what does it mean for institutional portfolios? David Weisburd speaks with Alex Ambroz about collapsing distributions, the rise of continuation vehicles and secondaries, and why many allocators are facing a structural mismatch between models and reality. They explore whether “private is the new public,” how incentives shape GP behavior, and what LPs must change to adapt to a new normal of prolonged illiquidity.
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