• Thematic Investors: Gavin Baker Blending Sci-fi, History and Literature for Tech Investing Success

  • Jul 1 2024
  • Length: 49 mins
  • Podcast

Thematic Investors: Gavin Baker Blending Sci-fi, History and Literature for Tech Investing Success

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  • Summary

  • Michael Steinhardt offered invaluable insights into investing, emphasizing the importance of conviction, balance, and the willingness to acknowledge mistakes. This rings especially true in the dynamic world of technology investments, where assessing asset pricing and risk in areas like artificial intelligence, application software, GPUs, and data management is crucial for success. In this latest episode …

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