Short Briefings on Long Term Thinking - Baillie Gifford podcast artwork
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Short Briefings on Long Term Thinking - Baillie Gifford

by Baillie Gifford
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Latest episodes

  • Emerging markets: when the crowd gets it wrong

    September 28, 2026 · 27 min

    The biggest car-carrying ships on the planet. A chip-testing rig that weighs as much as a small elephant. Investment manager Alex Summers takes us inside some of emerging markets’ least-watched growth companies to explain how his team sees…

  • Greek loans, Polish denim, German cookers: the new shape of European growth

    August 31, 2026 · 31 min

    “Europe looks more like emerging markets than it does North America,” Joe Faraday, Baillie Gifford’s new head of European equities, suggests in this conversation. He means that growth takes many forms across the continent, creating an…

  • SpaceX: past, present, future – and finding the next world-changers

    August 4, 2026 · 36 min

    Baillie Gifford first invested in SpaceX in 2018, nearly eight years before its record-setting stock market listing. Investment manager Luke Ward, who championed the holding, discusses what first drew him to the business, why Starship is…

  • Tokenisation: a better way to own what you own

    June 23, 2026 · 32 min

    Tokenisation represents an “operating system upgrade” for the investment industry, says Theo Golden, Baillie Gifford’s new head of digital assets. In this episode, they explain what it involves and how it should deliver a better…

  • Why American culture feels so chaotic – and how investors can benefit

    June 1, 2026 · 37 min

    The US public’s tastes and habits are fragmenting, leading to new consumer behaviours. The shift from a handful of TV networks to an endless supply of streamed shows and social media clips is just one of many causes. Investment manager…

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  • The big squeeze: when bottlenecks work to your advantage

    May 4, 2026 · 35 min

    Bottlenecks often act as constraints on growth, but companies that create funnels through them can gain pricing power and capture long-term value. Investment manager Mike Taylor reveals some of the companies he thinks achieve this best and…

  • The active edge: the case for growth in uncertain times

    March 16, 2026 · 39 min

    A series of “extraordinary” events has made the environment more challenging for growth stocks. But “this level of trepidation can’t go on forever”, says Baillie Gifford partner Stuart Dunbar in this latest episode, suggesting that patient…

  • China’s new growth leaders: inventing, not copying

    February 13, 2026 · 32 min

    From new cancer drugs to batteries and robotics – China’s top-tier growth companies are forging paths of their own rather than following in the west’s footsteps. Investment manager Sophie Earnshaw names companies that have caught her eye…

  • Smarter models, sharper founders: growth investing in the AI era

    January 14, 2026 · 36 min

    With developments in generative AI progressing at such a furious pace, how can investors cut through the noise to identify the companies that will really matter? Baillie Gifford’s Kyle McEnery shares his approach to meeting the…

  • Emerging market companies leapfrogging western rivals

    December 16, 2025 · 28 min

    From Pony.ai launching a robo-taxi service during a Shanghai storm to E Ink revolutionising the way supermarkets label their shelves – emerging market companies are in many cases leapfrogging western counterparts. In this episode…

  • Private companies: from Anthropic to Zetwerk – and other new investments

    December 1, 2025 · 32 min

    AI lab Anthropic, digital bank Revolut, Chinese social network Xiaohongshu and supply chain specialist Zetwerk count among Baillie Gifford’s most recent private growth company investments. These bold pioneers are part of an expanding asset…

  • Where obsession meets opportunity: Japan’s ‘overlooked’ small caps

    October 23, 2025 · 32 min

    From using AI to create better weather forecasts to helping people with disabilities get their dream job, Japan’s small companies are a disruptive force.

Full episode archive on Apple Podcasts →

About the show

Baillie Gifford’s Short Briefings on Long Term Thinking bring valuable insights into the benefits of taking the long view. You’ll hear frank, thought-provoking opinions from our team in Edinburgh and experts around the world. These podcasts do not constitute an offer of or solicitation for purchase or sale of securities or provision of any investment services. They are provided for information only and should not be considered as investment advice or a recommendation to buy, sell or hold a particular investment. Our podcasts have been compiled with considerable care to ensure their accuracy at the date of publication. No representation or warranty, express or implied, is made to their accuracy or completeness. For further details please see our legal information at www.bailliegifford.com