David Salem
Pioneer, practitioner, and student of institutional investing for over 40 years. Served as founding president and CIO of TIFF, and currently Managing Director of Capital Allocation at Hedgeye Risk Management.
Best podcasts with David Salem
Ranked by the Snipd community
Sep 30, 2024 • 1h 5min
David Salem - Investment Wisdom from the Owner's Box (EP.409)
In this insightful discussion, David Salem draws on over 40 years of institutional investing experience, having served as the founding president and CIO of TIFF. He delves into the intricacies of manager selection, risk management, and decision-making within investment committees. Salem also shares his views on global markets, particularly China and Japan, and explores emerging trends in private equity and digital assets. His unique insights illuminate the pressures institutional investors face and the principles that guide successful investment strategies.
Nov 13, 2024 • 50min
Analysis of US CPI and Trump's Cabinet Appointees
Jim Caron, CIO at Morgan Stanley, discusses the market's response to the recent CPI and inflation under a potential second Trump term. Alicia Munnell, a retirement expert from Boston College, delves into the shortcomings of the U.S. retirement system, highlighting the struggles faced by those lacking employer-sponsored plans. David Salem from Hedgeye raises alarms about inflation's economic impacts and provides valuable insights on investment strategies in a shifting landscape. Together, they explore the intricate ties between politics, economics, and retirement policies.
