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
The problem is most of them YOLO at the top because everybody gets them all jimmied up and excited.
And so they're, you know, they're levering up.
They're doing 2X levered, you know, memory trades and all this shit that Gavin and I are watching.
There are 14 ETFs launching on the day of the SpaceX IPO that are levered ETFs.
into SpaceX at like whatever, 1.75 trillion.
So this just tells me that there's a lot of signal.
We may not be at the top, but we ain't at the bottom.
We're bouncing along the top might be a fair description, Gavin.
You know, you got to allocate accordingly.
And that's what active management is about.
If we do not, if we're not thinking about that when...
When people are puking into their garbage cans at the start of the Iran war and the market is down, Gavin and I are looking at each other and saying, good God, these anthropic revenues are off the charts.
We got to get more dollars at risk, shove more onto the table in both anthropic and public market stocks.
But then 75 days later, it's all changed, right?
Yeah, it's fun.
99 was Vegas on a Friday night after way too many drugs.
Yes.
Okay?
Like, it was...
out of control nuts.
Showing 1641–1660 of 2,717 · page 83 of 136
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