{"podcast":{"title":"Capital Allocators – Inside the Institutional Investment Industry","slug":"capital-allocators-inside-the-institutional-investment-industry-222998","podcast_index_feed_id":222998,"rss_url":"https://tedseides.libsyn.com/rss","website_url":"https://capitalallocators.com","image_url":"https://static.libsyn.com/p/assets/f/b/7/6/fb76e1c8bfb69e8dd959afa2a1bf1c87/CA_Square_logo_light_background_6.26.24.jpg","author":"Ted Seides – Allocator and Asset Management Expert","episode_count":797,"summary":"Allocator and asset management expert, Ted Seides, conducts in-depth interviews with leaders in the institutional investing industry. Guests include Chief Investment Officers from leading allocators, asset managers, strategists, thought leaders, and many more. Our mission is to learn, share, and help implement the process of premier investors. Learn more and join our community at capitalallocators.com.","last_synced_at":null,"page_url":"https://stenobird.com/podcast/capital-allocators-inside-the-institutional-investment-industry-222998"},"episode":{"title":"Gavin Baker – Truth-Seeking and Crossover Investing at Atreides (EP.489)","slug":"gavin-baker-truth-seeking-and-crossover-investing-at-atreides-ep-489","published_at":"2026-03-02T09:00:00+00:00","page_url":"https://stenobird.com/podcast/capital-allocators-inside-the-institutional-investment-industry-222998/gavin-baker-truth-seeking-and-crossover-investing-at-atreides-ep-489","show_page_url":"https://stenobird.com/podcast/capital-allocators-inside-the-institutional-investment-industry-222998","url":"https://tedseides.libsyn.com/gavin-baker-truth-seekingand-crossover-investing-at-atreides-ep489","audio_url":"https://pscrb.fm/rss/p/traffic.libsyn.com/secure/tedseides/CA_-_EP.485_Gavin_Baker_-_AUDIO_V1.1.mp3?dest-id=482814","summary":"Gavin Baker is the Managing Partner and Chief Investment Officer of Atreides Management, which oversees $7 billion across public, private, and crossover strategies focused on technology and the consumer. Gavin's deep knowledge of semiconductors and AI may be second to none, but our conversation barely touches the space. We begin with Gavin's upbringing, intellectual curiosity, and path to investing, before turning to the beliefs that shape his approach. We explore his view that investing is a search for truth best pursued through debate, intellectual honesty, and a willingness to be wrong, and why people, culture, execution, and risk management matter more than investment process in driving long-term performance. We then turn to the application of those beliefs at Atreides, where Gavin emphasizes the importance of deep fundamental understanding, hypothesis-driven research, and culture that rewards constructive disagreement. We discuss how crossover investing can create informational and behavioral advantages - particularly in AI - and how portfolio construction in both hedge funds and venture capital can narrow the gap between insight and performance. As a disclaimer, I am both an LP and an advisor to Atreides, so I'm a little biased in my suspicion that you will really enjoy this conversation with Gavin Baker. Learn more about our Strategic Investments: Thema . Editing and post-production work for this episode was provided by The Podcast Consultant ( ⁠ https://thepodcastconsultant.com ⁠ ) All opinions expressed by Ted and podcast guests are solely their own opinions and do not reflect the opinion of Capital Allocators or their firms. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. It should not be cons…","meta_description":"Gavin Baker is the Managing Partner and Chief Investment Officer of Atreides Management, which oversees $7 billion across public, private, and crossover s…","key_points":[],"chapters":[],"topics":[],"duration_seconds":4153,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/capital-allocators-inside-the-institutional-investment-industry-222998/episodes/gavin-baker-truth-seeking-and-crossover-investing-at-atreides-ep-489/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/capital-allocators-inside-the-institutional-investment-industry-222998/gavin-baker-truth-seeking-and-crossover-investing-at-atreides-ep-489.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}