Devin Baker

four things you need to invest appropriately in 2020+

• the dollar is being devalued aggressively

• all parabolas on any asset eventually go -60/70%

• narrative & story around long theses drive just as much of returns as revenue generation if not more

• compound winners

5. The safest way to try to get what you want is to try and deserve what you want. You want to deliver to the world what you would buy if you were on the other end.

The Ideological Investor does not abandon analysis but reorients it. Instead of treating geopolitics, technology, or culture as “externalities” to be hedged, they treat them as the primary drivers of value. This means integrating geopolitical intelligence into risk analysis, and treating AI not merely as an industry to bet on but as a structural fo... See more

We are now entering an age of the “Ideological Investor”—an allocator of capital in a world where markets are refracted through geopolitics, technology, and culture, and the stakes could not be higher for retail investors to take note. To navigate this new era, I propose the consideration of three ideological pillars that define investment risk and... See more

-Most US spending on Social Security, Medicare, and Defense is unaffected by recent policy. All of this spending is sideways-to-up for the foreseeable future, which trickles into the consumer economy, the healthcare sector, and the defense sector.

-The two-speed economy is likely to remain in effect. High interest rates (even after some cuts), Medic... See more

It’s far more convenient to worry about the sex life of some abstract other. But it is not, despite their claims, a matter of jealousy. It is a matter of evasion. It isn’t that Gen Z has a sex problem, it’s that we all do — whether we want to make it about loneliness or politics or whatever else is more digestible than making it about sex itself. C... See more

Is sex inherently traumatic and dangerous? Of course not. But also... of course it is. So is any other foundational part of the human experience. Love, friendship and family all come with the potential, maybe even the guarantee, of some sense of loss and devastation. Nobody gets through life unscathed. Nobody should want to.

Gold didn’t stop being gold. Art didn’t stop being art. But all of them started to generate income while retaining their role as a store of value.

Bitcoin is not an exception to this rule. It’s just next in line.

Art followed a similar path.

For centuries, it was a passion asset, a canvas-bound vault for the wealthy. Then Sotheby’s launched a financial services division.

Art-backed loans took off. And in 2024, they packaged $700 million worth of art-secured debt into investment-grade bonds.

A Rembrandt may still hang on a wall, but it now funds interest paym... See more