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Gavin Baker - Watts and Wafers - [Invest Like the Best, EP.473]
My guest today is Gavin Baker, founding partner and CIO of Atreides Management, and this is our sixth conversation. The central theme is watts and wafers, the two physical constraints that in Gavin's view will dictate th...
About This Episode
Gavin Baker - Watts and Wafers - [Invest Like the Best, EP.473] is an episode from Invest Like the Best by Colossus. My guest today is Gavin Baker, founding partner and CIO of Atreides Management, and this is our sixth conversation. The cen...
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Episode Details
Published May 20, 2026, 76:51 long, audio available.
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