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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
Japanese Equities
Electric Vehicles
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

PublishesMonthlyEpisodes60Founded7 years ago
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Latest Episodes

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 investors ... more

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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 and explains... more

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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 entrepreneurs building... more

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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

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Recent Guests

Stuart Dunbar
Baillie Gifford partner, responsible for shaping investment philosophy and communicating it to clients
Baillie Gifford
Episode: The active edge: the case for growth in uncertain times
Kyle McEnery
Investment manager in the Long Term Global Growth Team at Baillie Gifford
Baillie Gifford
Episode: Smarter models, sharper founders: growth investing in the AI era
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

Hosts

Leo Kelion
Host with Baillie Gifford focusing on long-term thinking and global growth topics.
Leo Kellyanne
Baillie Gifford investment professional contributing insights on persistence and growth.

Reviews

4.9 out of 5 stars from 150 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 Kingdom5 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 thoughtful, long-horizon investing insights.
Consistently insightful discussions on AI, global growth, and private markets.
High-quality guest mix and practical takeaways for investors.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#226
Norway/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

The active edge: the case for growth in uncertain times
Q: So Stuart, final thought: why should listeners feel confident that our style of active investing can regain the upper hand?
The current environment rewards growth that is undervalued relative to its history, and a period of stability in markets would allow longer investment horizons to reassert themselves. By staying invested, maintaining patience, and continuing to invest in growth across a broader set of industries and private/public channels, the potential for outperformance remains compelling.
The active edge: the case for growth in uncertain times
Q: Could you give me concrete examples of companies where the market is getting it wrong about their growth prospects?
Nu Holdings is a prime example: a Brazilian fintech with rapid growth across Latin America, trading at a discount to the global market multiple despite strong long-term prospects. Medpace represents biotech-related growth, leveraging AI-enabled drug discovery. Well Scott illustrates infrastructure-related growth in the US, providing housing and storage solutions at construction sites with strong pricing power.
The active edge: the case for growth in uncertain times
Q: And then Stuart, can you just explain how Baillie Gifford distinguishes itself against other active asset managers?
We distinguish ourselves by knowing what we own—deep, fundamental understanding of companies, their management, competitive advantages, pricing power, and long-term plans. We emphasize alignment of incentives, no outside shareholders, and long-horizon client focus, combined with proactive engagement with management.
The active edge: the case for growth in uncertain times
Q: Just so everyone in the audience follows, what exactly then is passive and why in some situations might it be appropriate?
Passive investing passively tracks an index, is often market-cap weighted, and offers low costs. It can be appropriate when there is low confidence in finding managers who can identify great stocks or when broad market exposure with minimal costs is desired; otherwise, active management is pursued for potential higher long-term returns.
The active edge: the case for growth in uncertain times
Q: Let's start with some context. Can you just explain what we mean by active and passive and what one offers over the other?
Active investing means forming independent ideas and engaging deeply with companies to understand long-term fundamentals, in contrast to passive investing which follows a broad index and aims to keep costs down. The key benefit of active management is the potential for enduring outperformance by picking better-long horizon opportunities rather than chasing short-term moves.

Audience Metrics

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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?

A long-form, investor-focused series that centers on long-term value creation, innovation, and global growth. Episodes explore how major markets and sectors evolve—AI, healthcare, semiconductors, and emerging markets—through the lens of Baillie Gifford's investment philosophy. Listeners gain perspectives on persistent business models, enduring competitive advantages, and the role of patient capital in shaping transformative technologies. The show often features senior Baillie Gifford colleagues alongside external experts, creating a mix of macro foresight and concrete company-level insights that appeal to finance professionals, corporate strategists, and founders seeking long-horizon signal on opportunity.

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

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Short Briefings on Long Term Thinking launched 7 years ago and published 60 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. Stuart Dunbar
2. Kyle McEnery
3. Jenny Davis
4. Ed Whitten
5. Andrew Keiller
6. Ian McCombie
7. Ben Durrant

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