Chapter
The Invest Like the Best Podcast: Gavin Baker on Investing in Technology, Cryptocurrencies, and Fine Art
58:19 - 1:04:20 (06:01)
Gavin Baker, founder and CIO of Atreides Management, discusses his portfolio strategy on The Invest Like the Best podcast with host Patrick O'Shaughnessy. Baker emphasizes investing in technology, including cryptocurrencies, and the benefits of tokenizing assets like fine art.
Clips
Building a robust infrastructure stack like that at Microsoft and Google can help hedge against the impact of supply chain constraints, which can severely affect other companies like Amazon and Apple.
58:19 - 1:04:20 (06:01)
Supply Chain Constraints
Summary
Building a robust infrastructure stack like that at Microsoft and Google can help hedge against the impact of supply chain constraints, which can severely affect other companies like Amazon and Apple. Additionally, investments like the Firehose switch and the expansion of YouTube are key drivers of growth for these companies.