
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 onl... more
| Publishes | Monthly | Episodes | 66 | Founded | 8 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||

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 what other... more
“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 eclectic mix of... more
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 critical to ... more
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 experience, both by r... more
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So glad these podcasts have resumed. Keep them coming!
Great views, ideas and insights.
One of the most insightful podcasts that I’ve heard. I always come away with a nugget or two that causes me to rethink my view on investing opportunities
Really enjoy listening to the thoughts behind what is surely one of the best investment companies in the UK
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A rigorous mix of long-horizon investing discussion and macro-system thinking, with guests and hosts from a leading investment firm. Episodes frequently explore transformational tech (AI, tokenisation, space-related opportunities), enduring growth themes, and how global shifts—regulatory, cultural, and industry bottlenecks—shape future returns. Notable throughlines include patient, evidence-based investing, governance and capital allocation, and a willingness to compare private-market bets with public market dynamics. The format often pairs instrumental insights from in-house investment professionals with guests who bring deep expertise in finance and technology, delivering a thoughtful blend of theory, rigor, and real-world case studies th... more
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Short Briefings on Long Term Thinking launched 8 years ago and published 66 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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Recent guests on Short Briefings on Long Term Thinking include:
1. Joe Faraday
2. Luke Ward
3. Theo Golden
4. Dave Bujnowski
5. Mike Taylor
6. Stuart Dunbar
7. Kyle McEnery
8. Jenny Davis
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