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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
Electric Vehicles
Spacex
Brazil
India
Amazon
Vietnam
Shopify
TSMC
Novo Nordisk
Climate Change
Japanese Economy
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

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Artwork for Short Briefings on Long Term Thinking

Latest Episodes

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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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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Recent Guests

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

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 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.

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.

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Talking Points

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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.
The big squeeze: when bottlenecks work to your advantage
Q: Can you define the bottleneck concept and how it applies to long-term growth?
Bottlenecks occur where supply cannot meet rising demand, creating scarcity that allows firms to price effectively and generate enduring profits; recognizing where demand will persist and where supply is constrained helps identify durable growth opportunities.
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.

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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. Behind the Balance Sheet
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 61 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. Mike Taylor
2. Stuart Dunbar
3. Kyle McEnery
4. Jenny Davis
5. Ed Whitten
6. Andrew Keiller
7. Ian McCombie
8. Ben Durrant

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