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.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Aug 2026 with 1.
Appearances
Yeah, we're sitting in the Benchmark offices.
Yes, this is their famous table for their famous dinners.
So thank you, Benchmark.
Thank you, Benchmark, for this episode.
Yes, thanks, Eric.
And Sheila, we should thank them all.
Eric coordinated for me, so he gets a special shout out.
Thank you, all of the partners.
Thank you, Eric.
But I mean, we will see where all of these stocks are in a year.
The great thing is, time will tell.
People are going to be right or wrong.
The future's probabilistic, but it's an exciting moment.
There are two kinds of drawdowns.
There are drawdowns where you're wrong, a company missed estimates, your hypothesis was invalidated, and you have to take your medicine and you crystallize that loss.
And then their drawdowns are periods of underperformance where you're underperforming because of companies you know really, really well.
And where you profoundly disagree with the price action, and you can lean in.
And instead of crystallizing negative performance, you can kind of build, pint up alpha, pint up future performance.
And for me, that is what March felt like.
The NASDAQ was selling off.
Showing 741–760 of 1,686 · page 38 of 85
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