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    <title>The Minutes of Gavin Baker on markets</title>
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    <description>Everything Gavin Baker has said on markets: 3 verbatim quotes between July 2026 and August 2026, each with a timestamp and a link to the recording it came…</description>
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      <title>Baker reports AI stocks down 40-60% in a month despite no negative quantitative metrics or deceleration.</title>
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      <description>“Loads of AI names are down 60% from their highs. We&#x27;ll call it 40% to 60% in a month in a straight line.” — Invest Like the Best</description>
      <pubDate>Tue, 04 Aug 2026 08:00:00 +0000</pubDate>
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