Gavin Baker – Investing Through a Bear Market - [Invest Like the Best, EP.167]

Gavin Baker – Investing Through a Bear Market - [Invest Like the Best, EP.167]

My guest today is with past guest Gavin Baker, the founder and CIO of Atreides Management, LP. We discuss investing during a bear market and the major ways in which the COVID19 outbreak has dramatically altered the investment landscape. Please enjoy my second conversation with Gavin Baker. This episode is brought to by Koyfin. For more episodes go to InvestorFieldGuide.com/podcast. Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub. Follow Patrick on Twitter at @patrick_oshag Show Notes (1:40) – How he sees the markets right now (3:06) – How he handles information uncertainty and the value spreads (5:53) – Trading in today’s market and the volatility (9:45) – How the economic activity squares with the amount of stimulus being pumped into the market (13:11) – Market Wizards: Interviews with Top Traders (13:56) – Asset tests for individual companies in this environment (19:09) – This Time Is Different: Eight Centuries of Financial Folly (20:45) – His take on software companies during the crisis (28:57) – Fast pace of change during extreme times of duress (35:14) – Space as a service (39:52) – Attention and time inside digital universes and how investors can take advantage (46:17) – Why chaos is a ladder (50:42) – It Was a Very Good Year: Extraordinary Moments in Stock Market History Learn More For more episodes go to InvestorFieldGuide.com/podcast. Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub Follow Patrick on Twitter at @patrick_oshag

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Jay Hoag - Keys to Successful Growth Investing - [Invest Like the Best, EP.429]

Jay Hoag - Keys to Successful Growth Investing - [Invest Like the Best, EP.429]

My guest today is Jay Hoag. Jay is the co-founder of Technology Crossover Ventures, known as TCV, which pioneered the growth investing category and has backed legendary companies like Netflix, Spotify...

17 Kesä 202545min

Dinakar Singh - A Father’s Call To Action - [Invest Like the Best, EP.428]

Dinakar Singh - A Father’s Call To Action - [Invest Like the Best, EP.428]

My guest today is Dinakar Singh. Dinakar is the founder and CEO of Axon, the family office successor to TPG-Axon, which was a successful global long-short hedge fund. We wanted to share his story on F...

15 Kesä 202547min

Bill Gurley - The Gift and The Curse of Staying Private - [Invest Like the Best, EP.427]

Bill Gurley - The Gift and The Curse of Staying Private - [Invest Like the Best, EP.427]

My guest today is Bill Gurley. Bill was the general partner at Benchmark Capital. He joins me for his sixth time on Invest Like the Best with his most comprehensive market analysis yet, examining the ...

10 Kesä 20251h 20min

Asurion: 50X Season Two - (50X, S2)

Asurion: 50X Season Two - (50X, S2)

Today, we are dropping a special episode in the Invest Like the Best Feed. 50X is back, a fan favorite series from Will Thorndike and the team at Compounding Labs. Will's book, "The Outsiders," is one...

6 Kesä 20253h 14min

John Zito - Inside Apollo - [Invest Like the Best, EP.426]

John Zito - Inside Apollo - [Invest Like the Best, EP.426]

My guest today is John Zito. John is the Co-President of Apollo Global Management. He shares how they've quietly built one of the most important financial institutions of our time, originating over $2...

3 Kesä 20251h 17min

Fidji Simo - Creating Delightful Consumer Experiences - [Invest Like the Best, CLASSICS]

Fidji Simo - Creating Delightful Consumer Experiences - [Invest Like the Best, CLASSICS]

Welcome to this classic episode. Classics are my favorite episodes from the past 10 years, published once a month. These are N of 1 conversations with N of 1 people. In the midst of her transition to ...

30 Touko 20251h 12min

Graham Weaver - Building Alpine - [Invest Like the Best, EP.425]

Graham Weaver - Building Alpine - [Invest Like the Best, EP.425]

My guest today is Graham Weaver. My guest today is Graham Weaver. Graham is the founder of Alpine Investors, a large private equity firm targeting an interesting market inefficiency. Alpine focuses on...

27 Touko 20251h 30min

Gustav Söderström - How Spotify Thinks - [Invest Like the Best, EP.424]

Gustav Söderström - How Spotify Thinks - [Invest Like the Best, EP.424]

My guest today is Gustav Söderström. Gustav is the Co-President, Chief Product Officer & Chief Technology Officer at Spotify. Gustav lets us behind the scenes on how Spotify thinks about the future of...

20 Touko 20251h 24min

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