The Minutes of Gavin Baker on drawdowns https://minutesof.com/gavin-baker/on/drawdowns/ Everything Gavin Baker has said on drawdowns: 2 verbatim quotes from July 2026, each with a timestamp and a link to the recording it came from. en Sun, 30 Aug 2026 16:21:45 +0000 Baker says Internet bubble scars with 80-85% drawdowns keep a lid on tech valuations today. https://minutesof.com/q/4d1d5bb9-4071-40de-9a76-74d264e2d9a0/ https://minutesof.com/q/4d1d5bb9-4071-40de-9a76-74d264e2d9a0/ “In the bubble, you went down 80 or 85. Dramatically different. And so the scars are so deep from that bubble that just that puts a lid on tech valuations.” — Generating Alpha Podcast Wed, 08 Jul 2026 15:54:53 +0000 drawdowns Baker quotes mentor Jennifer Yurig: investors either panic early or double down late, not both. https://minutesof.com/q/bf8611b6-4632-47e7-bd6a-fbcdd7c2c677/ https://minutesof.com/q/bf8611b6-4632-47e7-bd6a-fbcdd7c2c677/ “Ultimately, as an investor, you either have to panic early or double down late. And essentially no one does both. And know thyself.” — Generating Alpha Podcast Wed, 08 Jul 2026 15:54:53 +0000 drawdowns