Gavin Baker

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Managing Partner & CIO, @atreidesmgmt. Formerly Fidelity OTC Fund. No investment advice, views my own. https://gavin-baker.medium.com

My guest today is past guest Gavin Baker, managing partner and CIO of Atreides Management. Gavin’s focus is on consumer and tech growth investing, which makes him the perfect person to discuss the bloodbath we’ve seen in many growth equities over the past few months. We also cover inflation, semicon
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1) The expert network transcript services applied to private companies - i.e. venture capital - along with the broad extension of alternative data to VC are having one of the biggest structural impacts on this market I've seen.
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Guy, Dan, and Danny discuss what’s priced into the markets (4:31), the threat of stagflation (9:13), the flattening yield curve (17:15), and revenge of the meme stocks (23:26). Later, Dan and Guy sit down with Gavin Baker, Managing Partner & Chief Investment Officer at Atreides Management, and talk
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