Gavin Baker
speaker
2,717 appearances
14 recordings
4 series
first heard Dec 2024
last heard 26 Jun
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 — 11 in all, peaking in Jun 2026 with 6.
Appearances
So if we wanted to sell shares in one of our companies, right, to buyers out there, they were willing to give us 80 cents on the dollar in order for us to get liquid so that we could send DPI back to our LPs.
Today it's at 106, so a premium in the market as a Q125.
I get worried.
I get worried at this point in the market, particularly on CNBC where you're talking to retail investors at home.
I was one of those retail guys looking up to everybody on this stage, trusting everybody on this stage.
And when people are telling you to YOLO into double fee structure, SPVs and all this, it's time to be careful, to do your work, to be thoughtful.
We're in this because we want this to be durable democratization for a long time.
We want to build trust.
among those who feel left out and left behind in capitalism.
We all think that we need to go public sooner.
The reason I think it is destabilizing
when you're creating trillions of dollars in private value and 80% of America think it's a scam where they're left out and left behind.
Right, so all I'm saying, like I said about, they asked the question on CNBC last week, if you had $100,000 of fresh capital and you were sitting at home, is today the day that you would shove it all into the market?
And I said, no, I think about it in sizes, right?
We just had two of the biggest months in the last 10 years in the public markets.
They've been big months.
So if I had a stack of 100, I may put 30 to work today.
I'm never going to pick the bottom.
I'm never going to pick the top.
But I certainly wouldn't be putting it all to work.
Showing 1461–1480 of 2,717 · page 74 of 136
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