Gavin Baker of Atreides Management, LP, engages in a deep dive with host Kieran Cavanna on his journey to honing a sharp focus in tech investing and explores the potential transformative bubbles looming for institutional...
5 min read
Thematic Investors: Gavin Baker Blending Sci-fi, History and Literature for Tech Investing Success
5 min read
Thematic Investors: Scott Bessent a Global Macro Veteran on the Path Ahead
In our latest episode of the Thematic Investors podcast, host Kieran Cavanna sits down with Global Macro legend Scott Bessent to discuss investing, data analytics and AI, the current political environment, and much more. Listen...
4 min read
Thematic Investors: James Davolos on why investors can’t paint-by-the-numbers in real asset investing
What does it take to become a rising star in the value investing arena and how can you maximize inefficiencies in the volatile markets that we see today? In our latest Thematic Investors podcast we speak to James Davolos on...
5 min read
Thematic Investors: Stuart Mitchell on the Investment Sale Across Europe
Are European investments a bargain in energy, infrastructure, defense, and other themes? Join us on our newest episode of the Thematic Investors podcast as we welcome Stuart Mitchell to share his insights on Europe, and...
