David Salem
@dsaleminvestor
322 Following • 4.5K Followers
Managing Director-Capital Allocation @Hedgeye. Former founding CEO/CIO at TIFF & Partner at GMO. Views are my own & not investment advice.
Rigorous research 👇made available at an intriguingly opportune time.
3.3K views • 10 likes • 3 months ago
Unlike purely fiat currencies whose self-destructive tendencies @judyshel discusses brilliantly in it, this 👇#RealConversation between her and @KeithMcCullough will surely hold its value over time. First rate analysis rooted in first principles re both micro- & macro-economics.
15.5K views • 25 likes • 4 months ago
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