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David Salem

Managing Director, Hedgeye Risk Management · 1 appearance on the record.

computed by AI from the episodes · how this works → · full disclaimer →

investorexecutiveanalyst@DSalemInvestor ↗hedgeye.com ↗

David Salem was a partner at GMO and served as the founding president and CIO of The Investment Fund for Foundations (TIFF). He currently leads capital allocation strategy at Hedgeye Risk Management and manages the Hedgeye Capital Allocation ETF.

26statements → 8claims → 1claims resolved → 4.08/5average certainty → 2.54/5average debate potential → ≈4.5/5argument clarity, estimated → 24said about them ↓

1 supported 0 partly supported 0 contradicted 7 not checkable as stated how the 8 claims stand · each chip opens the sources

2 predictions · 6 assertions · 6 opinions · 10 insights · 1 disclosure · 1 what if · every statement was checked. The predictions and assertions are the 8 claims: statements the public record can support or contradict. 1 is resolved, and 7 name no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how David argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

Their most notable supported claim

Assertion Supported
Salem: Private equity giant General Atlantic originated inside the Atlantic Foundation
“General Atlantic, that now massive global private equity firm, began its life as a folder in the file cabinet of the Bermuda-based Atlantic Foundation, later doing business as the Atlantic Philanthropies.”
David Salem Sep 30, 2024 ▶ 48:25 David Salem - Investment Wisdom from the Owner's Box (EP.409)

How they sound: not measured why? →

We measure speaking style by listening to the audio itself, and a fair number needs at least 2,000 words from one person on tape we have measured. There is too little of David Salem on measured tape to publish a rate. This says nothing about how they speak.

Everything David Salem said on Capital Allocators that made the record, most notable first. Filter by type, assessment or year in the ledger →

Assertion Supported
Salem: Private equity giant General Atlantic originated inside the Atlantic Foundation
“General Atlantic, that now massive global private equity firm, began its life as a folder in the file cabinet of the Bermuda-based Atlantic Foundation, later doing business as the Atlantic Philanthropies.”
David Salem Sep 30, 2024 ▶ 48:25 David Salem - Investment Wisdom from the Owner's Box (EP.409)
Assertion Not checkable as stated
Salem: Finance and endowment investing were deeply contrarian early career paths
“It took about two weeks of immersion in not-for-profit management to realize that the real action was in the endowments. It was early on when investment management, I could even say finance broadly defined, were extremely unpopular. It was a non-consensus, con…”
David Salem Sep 30, 2024 ▶ 8:49 David Salem - Investment Wisdom from the Owner's Box (EP.409)

The other half of the tape: David Salem's own voice is left out of every number here. Other people bring the name up 23 times in 4 episodes on Capital Allocators. 1 statement on the record names them. every mention, with the transcript →

Who brings them up most Chris Douvos 15Matt Bank 4Ted Seides 3Patrick O'Shaughnessy 1

Statements about David Salem, by other people (1)

Insight
True Outperformance Requires Taking Career Risk to Be Right and Alone
“They're so afraid of being wrong and alone and taking that career risk that they migrate from being alone and having conviction to being with the crowd. But when you migrate towards the crowd side, you take the right and alone box out of play. And that's where…”
Chris Douvos Jul 3, 2017 ▶ 1:06:14 Chris Douvos – Venture Capital's Super LP (Capital Allocators, EP.14)

Every mention by year

tap a year for its mentions
005110220172018201920202021202220232024episodesmentions
01220172018201920202021202220232024episodes it came up in
00418220172018201920202021202220232024episodesmentions per episode
2024 7 mentions in 1 episode
2022 6 mentions in 1 episode
2017 10 mentions in 2 episodes 5 per episode

Appearances (1)

EpisodeDateSpeaking time
David Salem - Investment Wisdom from the Owner's Box (EP.409) Sep 30, 2024 53m
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