Hedgeye Investing Summit | David Salem, Director of Capital Allocation at Hedgeye

1

Introduction

00:00 • 4min

2

The Importance of Contextualizing Data

03:57 • 3min

3

Are You Bearish Enough?

06:40 • 3min

4

The Machine and the Risk of Capitulation

09:17 • 3min

5

The Importance of Mean Reversion Within Cycles

12:15 • 2min

6

How to Allocate Institutional Money Effectively

14:44 • 3min

7

The Cardinal Sin of Investing

17:24 • 3min

8

How to Define a Cycle-to-Date

20:50 • 3min

9

How Chat GPT Saves Me Time

24:15 • 3min

10

The Risks of Social Media and the Allocation of Capital

27:11 • 3min

11

The Paradox of Questioning

30:26 • 5min

12

How to Listen to the Signal of the Dollar

35:33 • 2min

13

The Importance of Financial Resources for a Child With a Disability

37:34 • 2min

14

The Grace Under Pressure Question

39:47 • 2min

15

How to Hire a Goalie

41:54 • 2min

16

The Importance of Process in Investing

43:29 • 4min