Gavin Baker - The Cyclone Under the Surface - [Invest Like the Best, EP. 260]

<p><span style="font-weight: 400;">My guest today is past guest</span> <a href="https://twitter.com/GavinSBaker"><span style= "font-weight: 400;">Gavin Baker</span></a><span style= "font-weight: 400;">, managing partner and CIO of Atreides Management. Gavin’s focus is on consumer and tech growth investing, which makes him the perfect person to discuss the bloodbath we’ve seen in many growth equities over the past few months. We also cover inflation, semiconductors, and the disconnect between private and public markets. Please enjoy this conversation with the always great Gavin Baker.</span></p> <p> </p> <p><span style="font-weight: 400;">For the full show notes, transcript, and links to the best content to learn more, check out the episode page</span> <a href= "https://www.joincolossus.com/episodes/42741941/baker-the-cyclone-under-the-surface"> <span style="font-weight: 400;">here</span></a><span style= "font-weight: 400;">.</span></p> <p> </p> <p><strong>-----</strong></p> <p> </p> <p><strong>This episode is brought to you by</strong> <a href= "http://canalyst.com/candas/?utm_source=iltb_show_notes&utm_medium=sponsored_content&utm_campaign=Candas&utm_term=jan_20_22&utm_content=iltb_jan_candas"> <strong>Canalyst</strong></a><strong>. Canalyst</strong> <strong>is the leading destination for public company data and analysis.</strong> <strong>If you're a professional equity investor and haven't talked to Canalyst recently, you should give them a shout. Learn more and try Canalyst for yourself at</strong> <a href="http://canalyst.com/Patrick"><strong>canalyst.com/Patrick</strong></a><strong>.</strong></p> <p> </p> <p><strong>-----</strong></p> <p> </p> <p><strong>This episode is brought to you by</strong> <a href= "http://lemon.io/"><strong>Lemon.io</strong></a><strong>. The team at Lemon.io has built a network of Eastern European developers ready to pair with fast-growing startups. We have faced challenges hiring engineering talent for various projects - and Lemon.io offered developers for one-off projects, develope