Gavin Baker
speaker
1,686 appearances
2 recordings
1 series
first heard May 2026
last heard 4 Aug
Gavin Baker’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Aug 2026 with 1.
Appearances
Because there is an interesting essay that got sent to me.
You know, I think we've talked before about Mike Movison's theory that breakdown and diversity is kind of what leads bubbles and crashes.
And essentially everyone I know in the public equity investment business, whether retail or
are institutional.
Every piece of news gets fed into Claude.
And Claude, Claude Code, sometimes a Claude agent.
And it's probabilistic.
There's probably not that much variation in the way it's interpreting this news.
And so it's almost like we're back to...
In stock market terms, there's never really been this way in the stock market before, but people talk about the fragmentation of media and how it used to be like Walter Cronkite, only voice of truth, and now we don't have that anymore.
It's like Claude is kind of Walter Cronkite for the stock market, and everybody just believes whatever it says.
By the way, it's really smart, but it's not always right.
Its interpretation isn't always correct.
And with the stock market, you are fundamentally dealing about a probabilistic Bayesian interpretation of the future.
It feels like...
In the market, here's this piece of news.
It gets fed through Claude.
Claude interpreted it this way.
It's a huge chunk of people trade on Claude's view.
And so you've seen stuff.
Showing 241–260 of 1,686 · page 13 of 85
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