The Disciplined Investor

Andrew and David discussed the financial industry, focusing on timeless topics and the role of Jeremy Grantham. In this episode, we also explored the challenges of valuing private equity investments, the importance of having a clear investment strategy, and the impact of government intervention in capital markets. A spirited discussion followed about our contrasting views on China and Japan, and discussed the current state of the economy, particularly focusing on inflation and the actions of the Federal Reserve. Guest: David Salem - HedgeEye David Salem, Managing Director – Capital Allocation @ Hedgeye Prior to joining Hedgeye in early 2023, David served as founding President and Chief Investment Officer of The Investment Fund for Foundations (TIFF) and as a partner at GMO, working closely with Jeremy Grantham on investment solutions for large institutional funds. David received a JD cum laude from Harvard Law School and an MBA with high distinction from Harvard Business School, where he was electe