Episode · Invest Like the Best · 2026-08-04
Patrick O'Shaughnessy & Gavin Baker: books mentioned on Invest Like the Best #485
Gavin Baker - AI Market Jitters - [Invest Like the Best, EP.485]
My guest today is Gavin Baker, founding partner and CIO of Atreides Management. This is our seventh conversation, and just two months after Gavin's last appearance.
Other mentions in this episode (2) — ad reads, self-promotion and passing references, never counted
Passing A Game of Thrones
“And this is, at some level, like a giant Game of Thrones or IMPERS between these companies.”
Passing A Game of Thrones
“Can you imagine a player that is not currently on everyone's mind becoming relevant at, like, the major Game of Thrones scale?”