Gavin Baker – Investing Through a Bear Market - [Invest Like the Best, EP.167]
Invest Like the Best with Patrick O'Shaughnessy
Colossus
4.8 • 2.4K Ratings
🗓️ 2 April 2020
⏱️ 53 minutes
🧾️ Download transcript
Summary
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
Transcript
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| 0:00.0 | This episode is brought to you by Coiffin. |
| 0:02.0 | I've become very interested in the best software tools and investing. |
| 0:04.8 | And when I asked Twitter for the best Bloomberg alternative, |
| 0:07.4 | the overwhelming winner was an excellent new product called Coiffin. |
| 0:10.6 | It's a web-based platform that lets you analyze stocks, ETFs, mutual funds, |
| 0:14.2 | and other asset classes in one place. |
| 0:16.6 | I've been using it every day to track what's going on in the market, |
| 0:19.0 | and I think if you try it, you will too. |
| 0:20.8 | Coiffin has a ton of high-quality data, powerful functionality, and a clean interface. |
| 0:25.0 | The best part is that it's free. |
| 0:26.2 | You can sign up at www.coiffin.com. |
| 0:29.5 | That's k-o-y-f-i-n.com. |
| 0:32.1 | Hello and welcome, everyone. |
| 0:37.6 | I'm Patrick O'Shanasi, and this is Invest Like The Best. |
| 0:40.6 | This show is an open-ended exploration of markets, ideas, methods, stories, |
| 0:45.3 | and of strategies that will help you better invest both your time and your money. |
| 0:49.3 | You can learn more and stay up to date at investorfieldguide.com. |
| 0:53.0 | Patrick O'Shanasi is the CEO of O'Shanasi Asset Management. |
| 1:00.6 | All opinions expressed by Patrick and podcast guests are solely their own opinions and do |
| 1:05.1 | not reflect the opinion of O'Shanasi Asset Management. |
| 1:08.5 | This podcast is for informational purposes only, and should not be relied upon as a basis |
| 1:12.8 | for investment decisions. |
... |
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