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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 Economy
Japanese Equities
Electric Vehicles
Malaysia
Indonesia
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

PublishesMonthlyEpisodes58Founded7 years ago
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InvestingBusiness

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Artwork for Short Briefings on Long Term Thinking

Latest Episodes

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

YouTube

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

YouTube

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Recent Guests

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 Kellyanne
Host of Short Briefings on Long Term Thinking

Reviews

4.9 out of 5 stars from 149 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

Recent interactions between the hosts and their guests.

Smarter models, sharper founders: growth investing in the AI era
Q: What do you make of this idea that whoever manages to match or even surpass humans in all their different capabilities with their models might take the whole market in some way?
Kyle discusses the tipping point concept but maintains that currently companies are not massively pulling away, emphasizing the importance of being open-minded to future possibilities in AI.
Smarter models, sharper founders: growth investing in the AI era
Q: But for those listeners who may be a little bit less familiar with the company, can you just give us a sense of what its long term potential is?
Kyle explains that Anthropic stands out due to its focus on enterprise and AI safety, highlighting the potential for its AI tools to be used across various industries beyond just coding.
Smarter models, sharper founders: growth investing in the AI era
Q: Can you start by telling us a little bit about what you did before you came to Baillie Gifford, and then what made you decide to join?
Kyle McEnery shares his background in academia with a PhD in quantum mechanics and his decision to join Baillie Gifford after realizing he wanted a career beyond academia, attracted by the firm's genuine interest in understanding how the world works.
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.

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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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1. Merryn Talks Money
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3. Many Happy Returns
4. In Good Company with Nicolai Tangen
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 58 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. Kyle McEnery
2. Jenny Davis
3. Ed Whitten
4. Andrew Keiller
5. Ian McCombie
6. Ben Durrant

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