Invest Like the Best with Patrick O'Shaughnessy — Gavin Baker - AI Market Jitters - [Invest Like the Best, EP.485]

SCOUT· 59%1h 05m·2026-08-04·Money

Gavin Baker - AI Market Jitters - [Invest Like the Best, EP.485]

Invest Like the Best with Patrick O'Shaughnessy

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. It's about the gap between what the market is doing and what companies are seeing. It's been a tough month or so for public AI names, but there's no sign…

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Gavin Baker - AI Market Jitters - [Invest Like the Best, EP.485]

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