09/19/2021
Gavin Baker, Managing Partner and CIO of Atreides Management, LP, joins Christoph Gisiger for a conversation on inflation, the outlook for the stock market, IPOs and more in the following interview with The Market/NZZ.
Gavin Baker, founder of Atreides Management, sees inflation setting the tone for financial markets. The influential tech investor says what rising prices would mean for the sector, what's next for the super-cycle in the semiconductor industry, and why the record number of new stock issues is creatin...