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Short Briefings on Long Term Thinking - Baillie Gifford

Baillie Gifford
Emerging Markets
Artificial Intelligence
Baillie Gifford
China
Quantum Computing
Private Companies
Spacex
Electric Vehicles
Brazil
India
Amazon
Vietnam
Shopify
Climate Change
Japanese Economy
TSMC
Novo Nordisk
Extended Range Electric Vehicles
U.S. Infrastructure
Advanced Manufacturing

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

PublishesMonthlyEpisodes62Founded7 years ago
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Artwork for Short Briefings on Long Term Thinking

Latest Episodes

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 Dave Bujnowski... more

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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 how he spo... more

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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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Recent Guests

Dave Bujnowski
Baillie Gifford partner, investment manager in the US Equity Growth Team
Baillie Gifford
Episode: Why American culture feels so chaotic – and how investors can benefit
Mike Taylor
Baillie Gifford partner, investment manager in Global Alpha and co-manager of the Monks Investment Trust
Baillie Gifford
Episode: The big squeeze: when bottlenecks work to your advantage
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

Host

Leo Kelion
Host of Short Briefings on Long Term Thinking with Baillie Gifford (interviewer)

Reviews

4.9 out of 5 stars from 151 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.

Consistently insightful and well-produced with practical takeaways.
Strong commentary on persistent business strategies and market dynamics.
Deep, thoughtful discussions on long-term investing.
High-quality perspectives on growth and AI in finance.

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Talking Points

Recent interactions between the hosts and their guests.

Why American culture feels so chaotic – and how investors can benefit
Q: Can you give a concrete example of a company that benefits from a fragmented, high-entropy environment?
SharkNinja exemplifies how a company can address fragmented TAMs by starting from end-user needs rather than traditional segment assumptions, creating white space and growing beyond legacy incumbents.
Why American culture feels so chaotic – and how investors can benefit
Q: Why focus on entropy as a framework for investing, and how does that translate into real-world signals you look for?
Entropy helps identify when change is structural and lasting rather than fleeting. Look for processes, markets, or cultures moving from concentrated to distributed, which creates new niches, revamped TAMs, and opportunities for durable winners.
Why American culture feels so chaotic – and how investors can benefit
Q: And within Baillie Gifford, you're known as one of our leading systems-level thinkers. Can you explain what that term means?
System-level thinking focuses on how interconnected parts create larger patterns; the goal is to understand what changes a system, not just a single component, and how those changes drive disproportionate growth opportunities.
The big squeeze: when bottlenecks work to your advantage
Q: How does Games Workshop illustrate an internal bottleneck managed for long-term value?
Games Workshop carefully manages production capacity and growth so as not to dilute the Warhammer franchise; by expanding facilities cautiously and licensing content only selectively, they maintain scarcity and brand value, supporting durable financial performance.
The big squeeze: when bottlenecks work to your advantage
Q: Why is Medpace a good example of addressing bottlenecks in biotech?
Medpace provides end-to-end trial design, patient enrollment, data analysis, and regulatory navigation, effectively solving the substantial bottleneck of bringing therapies from discovery to market for smaller biotech firms; this creates a strong, long-term client demand.

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?

These episodes curate long-horizon investment thinking through interviews with Baillie Gifford professionals and external guests who are shaping growth across finance, technology, and global markets. Common threads include enduring bottlenecks that create opportunity, patient growth strategies, active vs. private markets, and the role of AI and innovation in shaping tomorrow's winners. Notable is a consistent emphasis on long-term engagement with companies, culture, and governance as critical drivers of persistent growth, often illustrated with case studies across healthcare, technology, and emerging markets. The show stands out for its thoughtful synthesis of investment philosophy with real-world company dynamics, making it particularly va... more

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

1. Behind the Balance Sheet
2. Investors' Chronicle
3. On The Money
4. Merryn Talks Money
5. Money Maze Podcast

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

Short Briefings on Long Term Thinking launched 7 years ago and published 62 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. Dave Bujnowski
2. Mike Taylor
3. Stuart Dunbar
4. Kyle McEnery
5. Jenny Davis
6. Ed Whitten
7. Andrew Keiller
8. Ian McCombie

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