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Short Briefings on Long Term Thinking - Baillie Gifford

Baillie Gifford
Emerging Markets
Spacex
China
Amazon
Private Companies
Shopify
Extended Range Electric Vehicles
U.S. Infrastructure
Quantum Computing
Vietnam
Artificial Intelligence
Electric Vehicles
Japanese Equities
Japanese Economy
Indonesia
Malaysia
Climate Change
Adaptive Business Models
Obesity
Brazil

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

PublishesMonthlyEpisodes57Founded7 years ago
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BusinessInvesting

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Latest Episodes

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, investment manager ... more

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 class, rep... more

Japan’s smaller companies represent a “niche and overlooked” asset class, but that’s precisely the growth opportunity, says Brian Lum. The Baillie Gifford investment manager reveals some of the standouts he’s recently met, including a firm using AI t... more

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“If you’re trying to find the very best growth businesses on the planet – a benchmark isn’t a sensible place to start.” Baillie Gifford’s chief executive Tim Campbell explains the advantages of our style of active investing, the importance of long-te... more

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Recent Guests

Jenny Davis
Baillie Gifford Partner and Investment Manager in International Alpha Strategy
Baillie Gifford
Episode: Skin in the game: the hidden power of persistence
Ed Whitten
Impact Director on Baillie Gifford's Positive Change Strategy
Baillie Gifford
Episode: The ‘invisible’ millions: banking’s new frontier
Andrew Keiller
Baillie Gifford partner and investment specialist in Emerging Markets
Baillie Gifford
Episode: Emerging markets: the next engines of global growth
Ian McCombie
Head of the UK equity team and joint manager of the Baillie Gifford UK Growth Trust
Baillie Gifford
Episode: UK growth: opportunities amid tariff turbulence
Ben Durrant
Investment Manager in the Pacific Fund and the emerging markets equity team.
Baillie Gifford
Episode: Beyond China: south-east Asia’s next export stars

Host

Leo Kellyanne
Host of Short Briefings on Long Term Thinking

Reviews

4.9 out of 5 stars from 148 ratings
  • Welcome back

    So glad these podcasts have resumed. Keep them coming!

    Apple Podcasts
    5
    PWMCK22
    United Kingdom4 years ago
  • Profound thinking

    Great views, ideas and insights.

    Apple Podcasts
    5
    Dr Michio
    United Kingdom4 years ago
  • Insightful

    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

    Apple Podcasts
    5
    AlastrJS
    United Kingdom6 years ago
  • Great content

    Really enjoy listening to the thoughts behind what is surely one of the best investment companies in the UK

    Apple Podcasts
    5
    tezzalate
    United Kingdom7 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners appreciate the insightful and thought-provoking content provided by diverse experts in the investment field.
Many find the discussions relevant and applicable to their own investment strategies, often taking away actionable insights.
The podcast is praised for its ability to highlight long-term trends in markets and investments, fostering a deeper understanding of economic dynamics.

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Talking Points

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Emerging market companies leapfrogging western rivals
Q: How do you manage macroeconomic and geopolitical risks while investing?
We focus on fundamental research and manage risks through scenario planning and expert consultations.
Emerging market companies leapfrogging western rivals
Q: What gives Pony AI the right to succeed against that type of competition?
Pony AI has regulatory approvals in high-density markets and a production model that reduces costs compared to Western rivals.
Emerging market companies leapfrogging western rivals
Q: What types of innovation are you actually looking for?
We're looking for companies that reduce friction in pain points, such as Nubank, which has transformed banking in Brazil.
Emerging market companies leapfrogging western rivals
Q: Can you give me an example of a company in your portfolios that's benefited from not being locked into a legacy system?
PolicyBazaar has been able to grow rapidly by being digital first and not encumbered by outdated branches or technology.
Where obsession meets opportunity: Japan’s ‘overlooked’ small caps
Q: Can you sum up why our portfolios deserve attention?
Despite facing issues like an aging society, the positive side is the emerging generation of companies solving significant social problems, indicating growth potential.

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Frequently Asked Questions About Short Briefings on Long Term Thinking

What is Short Briefings on Long Term Thinking about and what kind of topics does it cover?

The content provides valuable insights on long-term investment strategies, focusing on unique perspectives from various experts and the internal team based in Edinburgh. Topics often explored include the dynamics of emerging markets, the significance of persistence in business, and innovative developments across sectors such as technology, healthcare, and finance. Additionally, guests discuss investment opportunities in small-cap companies and highlight the transformative potential of financial inclusion and technological advancements. This podcast stands out for its commitment to long-term thinking and responsible investment practices, offering a wealth of knowledge for individuals interested in investment trends and strategies.

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Which podcasts are similar to Short Briefings on Long Term Thinking?

These podcasts share a similar audience with Short Briefings on Long Term Thinking:

1. Investors' Chronicle
2. Merryn Talks Money
3. On The Money
4. AJ Bell Money & Markets
5. Unhedged

How many episodes of Short Briefings on Long Term Thinking are there?

Short Briefings on Long Term Thinking launched 7 years ago and published 57 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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What guests have appeared on Short Briefings on Long Term Thinking?

Recent guests on Short Briefings on Long Term Thinking include:

1. Jenny Davis
2. Ed Whitten
3. Andrew Keiller
4. Ian McCombie
5. Ben Durrant

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