Short Briefings on Long Term Thinking - Baillie Gifford
Baillie Gifford
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
Episodes
Mentioned books
28 snips
Nov 9, 2026 • 0sec
Durable growth: the masters of their own destiny
Alistair Way, an investment manager on Baillie Gifford’s Durable Growth Team, explores “uncommon compounders” built to thrive through change. He examines Coca-Cola’s brand power, USS’s used-car auction moat and MediaTek’s chip ambitions. Way also discusses lessons from a failed Chinese investment, resilient uniform-rental networks and the challenge of balancing growth with social and environmental responsibility.
16 snips
Sep 28, 2026 • 27min
Emerging markets: when the crowd gets it wrong
Alex Summers, an emerging-markets investment manager and co-manager of the Emerging Markets Leading Companies Fund, explores overlooked growth stories. He discusses Hyundai Glovis’s giant car carriers and EV battery recycling, Chroma ATE’s specialised testing equipment for NVIDIA, Reliance’s green-energy ambitions, and South Korea’s Toss. The conversation also examines consensus, critical uncertainties, and researching companies before the crowd catches on.
9 snips
Aug 31, 2026 • 31min
Greek loans, Polish denim, German cookers: the new shape of European growth
Joe Faraday, head of European equities with 24 years at Baillie Gifford, explains why Europe feels more like emerging markets and how he reshaped portfolios. He discusses broadening growth types, picking standout companies within megatrends like rearmament, electrification and Eastern European consumption. He also covers stock moves from banks to defence, energy and fast retail, and the value of on-the-ground research.
23 snips
Aug 4, 2026 • 36min
SpaceX: past, present, future – and finding the next world-changers
Luke Ward, an investment manager who led Baillie Gifford’s early backing of SpaceX, discusses why Falcon 9 reusability and Starship matter. He outlines SpaceX’s culture, access to senior management, Starlink’s phone connectivity potential, orbital datacentres, and where he’s scouting the next industry-upending companies.
20 snips
Jun 23, 2026 • 32min
Tokenisation: a better way to own what you own
Theo Golden, Baillie Gifford's Head of Digital Assets, leads the firm’s tokenisation efforts and focuses on blockchain use cases. He explains tokenisation as turning ownership into code on shared ledgers. Short sentences cover friction reduction, making holdings more useful and transferable, new uses like collateral and agentic wealth management, and why fixed income is the logical starting point.
10 snips
Jun 1, 2026 • 37min
Why American culture feels so chaotic – and how investors can benefit
Dave Bujnowski, an investment manager known for system-level thinking on cultural change and long-term growth companies, explores America’s shift into a high-entropy cultural state. He discusses fragmentation of tastes, which creates winners and losers among firms. Topics include platform infrastructure, sports as a cultural anchor, niche consumer products, IoT as an antidote to complexity, and how companies adapt to chaotic change.
12 snips
May 4, 2026 • 35min
The big squeeze: when bottlenecks work to your advantage
Mike Taylor, Baillie Gifford partner and Global Alpha investment manager, explains how companies that sit at or create bottlenecks can command pricing power and long-term value. He discusses clinical trial specialist Medpace, Games Workshop’s IP-driven scarcity, offshore vessel tightness at Tidewater, copper supply dynamics at Freeport‑McMoRan, and AI-related hardware pinch points like DISCO and memory makers.
45 snips
Mar 16, 2026 • 39min
The active edge: the case for growth in uncertain times
Stuart Dunbar, a Baillie Gifford partner who shapes the firm’s long-term active investing philosophy, discusses why recent shocks have pushed markets to short-term thinking. He explains the value of deep engagement with companies and why growth opportunities now hide beyond the obvious. He outlines where stability could reset valuations and highlights some surprising businesses benefiting from structural change.
60 snips
Feb 13, 2026 • 32min
China’s new growth leaders: inventing, not copying
Sophie Earnshaw, an investment manager focused on China equities, discusses companies inventing rather than copying. She highlights breakthroughs in batteries, AI, semiconductors, robotics and novel cancer therapies. Sophie also explains why China’s rapid company lifecycle and local networks shape long-term stock picking.
26 snips
Jan 14, 2026 • 36min
Smarter models, sharper founders: growth investing in the AI era
Kyle McEnery, an investment manager from Baillie Gifford, dives into the rapidly evolving world of AI and its impact on growth investing. He discusses the importance of identifying standout companies like Anthropic, NVIDIA, and Roblox, which are shaping the future with innovative technologies. McEnery emphasizes the significance of leadership and company culture as keys to finding long-term winners. He also explores how advancements in AI could revolutionize investing strategies and take the sector to new heights.
