Listen Score
LS 41
Global Rank
TOP 1.5%

על אודות פודקאסט זה 🔗

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תדירות עדכון:
monthly
אורך אודיו ממוצע:
20 minutes
אנגלית
הממלכה המאוחדת
130 פרקים
מאז 21 בינואר 2019
episodic

AUDIENCE OF THIS PODCAST 🔗

~52.75% of listeners are from United States.
🇺🇸
US
52.75%
🇬🇧
GB
39.90%
🇸🇬
SG
4.12%
🇪🇸
ES
0.91%
🇮🇳
IN
0.91%
🇯🇵
JP
0.45%
🇨🇦
CA
0.45%
🇩🇪
DE
0.45%
Others
0.06%
* Data source: directly measured on Listen Notes. בזמן אמת

הפרק החדש ביותר 🔗

The biggest car-carrying ships on the planet. A chip-testing rig that weighs as much as a small elephant. Investment manager Alex Summers takes us inside some of emerging markets’ least-watched growth companies to explain how his team sees what others have missed. “Often, the crowd is going to be ‮…

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חפש פרקים קודמים של Short Briefings on Long Term Thinking - Baillie Gifford.

פרקים קודמים

“Europe looks more like emerging markets than it does North America,” Joe Faraday, Baillie Gifford’s new head of European equities, suggests in this conversation. He means that growth takes many forms across the continent, creating an eclectic mix of companies to choose from and specific circumsta‮…
Baillie Gifford first invested in SpaceX in 2018, nearly eight years before its record-setting stock market listing. Investment manager Luke Ward, who championed the holding, discusses what first drew him to the business, why Starship is critical to its future, and reveals where he’s now looking f‮…
Tokenisation represents an “operating system upgrade” for the investment industry, says Theo Golden, Baillie Gifford’s new head of digital assets. In this episode, they explain what it involves and how it should deliver a better experience, both by reducing the number of middlemen between you and ‮…
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 discusses the characteristics that determine wh‮…
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 spots such pinch points before they fully form. Mi‮…
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 will benefit when stability returns and the mark‮…
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 why being a long-term stock picker differs in C‮…
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 the future – including his encounters with AppL‮…
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 Alice Stretch reveals to host Leo Kelion some of‮…
הצהרה: הפודקאסט והגרפיקה המוטבעים בדף זה הם מ-Baillie Gifford, שהוא רכושו של בעליו ואינו קשור או מאושר על ידי Listen Notes, Inc.