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Gavin Baker – Truth-Seeking and Crossover Investing at Atreides (EP.489)

This episode features Gavin Baker, CIO of Atreides Management, discussing his investment philosophy centered on truth-seeking, intellectual honesty, and contrarianism. He emphasizes the importance of emotional resilience, being willing to be wrong, and a culture that rewards constructive disagreement. The conversation touches on crossover investing and its advantages, particularly in the AI space, and how portfolio construction can bridge insight and performance.