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

May 1, 2023

46:59

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Episode notes

Introduction

4min

The Importance of Contextualizing Data

3min

Are You Bearish Enough?

3min

The Machine and the Risk of Capitulation

3min

The Importance of Mean Reversion Within Cycles

2min

How to Allocate Institutional Money Effectively

3min

The Cardinal Sin of Investing

3min

How to Define a Cycle-to-Date

3min

How Chat GPT Saves Me Time

3min

10.

The Risks of Social Media and the Allocation of Capital

3min

11.

The Paradox of Questioning

5min

12.

How to Listen to the Signal of the Dollar

2min

13.

The Importance of Financial Resources for a Child With a Disability

2min

14.

The Grace Under Pressure Question

2min

15.

How to Hire a Goalie

2min

16.

The Importance of Process in Investing

4min

This is a sneak peek inside the Hedgeye Investing Summit. The Hedgeye Investing Summit features conversations with some of the sharpest minds in investing including Ben Hunt, Lyn Alden and David Rosenberg.

Watch the other 8 Hedgeye Investing Summit conversations

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