Table Stakes. Basic resources for Capital Allocation (CA) patrons and potential subscribers, each accessible with a click:
At Your Service. A select compilation of resources for CA patrons and other stewards of long horizon investment programs:
- A Real Conversation Between Hedgeye CEO Keith McCullough and CA head David Salem. Recorded before David morphed from a happy Hedgeye client to an even happier member of the Hedgeye team. Features David explaining why Hedgeye research is the "greatest productivity hack" he's encountered as an investment pro. ~60 minutes; LINK.
- The Art of Asset Allocation: Invest Like the Best -- Episode 38. A conversation between David and Patrick O'Shaughnessy focused on asset allocation and manager selection. ~90 minutes; LINK.
- Oxbow Advisors Interview Series 2024. A conversation between David and veteran investment adviser Ted Oakley focused on the prerequisites for long-term investment success. ~60 minutes; LINK.
- Saying The Quiet Part Out Loud. Hedgeye's Macro Show for 5.17.24 featured David discussing long-term investment opportunities and perils that are top of mind for him as 2024 unfolds. ~30 minutes; LINK.
- The Case for Japan. Hedgeye's Macro Show for 3.15.24 [LINK] featured CA head David Salem expanding upon the pro-Japan thesis he presented initially on The Macro Show on 6.5.23 [LINK] and explored at length in his 60-minute interviews of Japanese stock expert Andrew McDermott in July 2023 [LINK] and June 2024 [LINK].
- The Case Against China. Hedgeye's Macro Show for 3.27.24 [LINK] featured David expanding upon the anti-China thesis he presented initially on The Macro Show on 7.6.23 [LINK].
- Q&A. Hedgeye's Macro Show for 8.14.24 [LINK] featured David discussing recent developments germane to his pro-Japan and anti-China theses as well as key principles underlying his preferred approaches to strategic and tactical asset allocation.
- CIO Corner Episodes. Long-form interviews by David running 60 minutes each:
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- Episode 1 -- Wealth management expert Ted Oakley [filmed 11.28.23; LINK].
- Episode 2 -- Digital asset expert Hal Press [filmed 2.22.24; LINK].
- Episode 3 -- Former senior White House and U.S. Senate staffer Bob Kyle [filmed 4.9.24; LINK].
- Episode 4 -- CEO of George W. Bush Presidential Center and Co-Founder of NGP Energy Ken Hersh [filmed 4.24.24; LINK].
- Episode 5 -- Japanese equity expert Andrew McDermott [filmed 6.13.24; LINK]
- Episode 6 -- Outsourced Chief Investment Office (OCIO) expert Brian Schroeder [filmed 7.15.24; LINK]
- Episode 7 -- Digital asset expert Anders Brownworth [filmed 7.18.24; LINK]
- Episode 8 -- Civics and ethics scholar and educator Raj Vinnakota [filmed 7.25.24; LINK]
As Always. We encourage subscribers with questions or concerns to ping us via email () or by phoning .