In this episode of Invest Like the Best, Patrick O'Shaughnessy interviews Gavin Baker, founder and CIO of Atreides Management LP, about investing during a bear market and how the COVID-19 outbreak has altered the investment landscape. They discuss the unprecedented market volatility, valuation spreads, and the challenge of information uncertainty. Baker shares his strategy of actively trading to take advantage of dislocations, emphasizing the importance of not anchoring on past information and playing in the present. The conversation covers the impact of fiscal and monetary stimulus, the changing views on software companies, the potential benefits for omnichannel retailers and quick-service restaurants, and the acceleration of trends like e-commerce and the metaverse. Baker also touches on the significance of video games as social networks and the infrastructure powering the metaverse, closing with a reminder to be optimistic and bet on humanity during these challenging times.
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