How I Invest with David Weisburd

E39: Guy Perelmuter on Generating Alpha in Deeptech


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Guy Perelmuter of GRIDS Capital sits down with David Weisburd to discuss his investment strategy, the unique portfolio construction of deep tech companies, and the potential of DeepTech. They delve into the paradox of AI, its impacts on the labor force, and discuss the ideal GP relationship and transparency. They also touch on LP value-add and the importance of overcommunication.
(0:00) Introduction and Guy Perelmuter's investment strategy
(4:06) Introduction of GRIDS and what sets it apart
(6:33) Discussion on DeepTech and its potential
(13:20) Paradox of AI and its impacts on labor force and job market
(20:00) Unique portfolio construction of deep tech companies
(23:13) Strategy for consistent returns and downside protection in investing
(27:03) Ideal GP relationship and transparency
(33:55) LP value-add and overcommunication
(39:18) Wrap up and Guy Perelmuter's multi-talented, likable GP image
(40:43) 10X Capital Podcast Newsletter
...more
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How I Invest with David WeisburdBy David Weisburd

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