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 only and should not be considered as investment advice or a recommendation to buy, sell or hold a particular investment. Our podcasts have been compiled with considerable care to ensure their accuracy at the date of publication. No representation or warranty, express or implied, is made to their accuracy or completeness. For further details please see our legal information at www.bailliegifford.com
Short Briefings on Long Term Thinking - Baillie Gifford
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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 only and should not be considered as investment advice or a recommendation to buy, sell or hold a particular investment. Our podcasts have been compiled with considerable care to ensure their accuracy at the date of publication. No representation or warranty, express or implied, is made to their accuracy or completeness. For further details please see our legal information at www.bailliegifford.com
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1/21/2019
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Recent Episodes
June 1, 2026
Why American culture feels so chaotic – and how investors can benefit
<p>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 which growth companies should thrive in the resulting ‘high entropy’ environment.</p><p></p><p>Dave Bujnowski is an investment manager in our US Equity Growth Team and co-manager of the Baillie Gifford U.S. Equity Growth Fund and our American Fund.</p><p> </p><p>In this conversation, he tells Short Briefings… host Leo Kelion about his work with anthropologist Dr Grant McCracken, studying the causes and effects of the fragmentation of American culture. They believe that US culture is a system that has entered a ‘high entropy state’ – meaning that tastes and habits no longer change in an orderly manner. The result is “tremendous instability” and a sense of “continual pandemonium”.</p><p> </p><p>This shift, they argue, has implications for growth companies and helps explain why some are struggling to maintain mass-market appeal. But the disorder also plays to others' advantage, and they have sought to identify which will thrive and why.</p><p> </p><p>Portfolio companies discussed include:</p><p>· Cloudflare – the service that protects websites from attack and optimises their performance</p><p>· DraftKings – the sports gambling platform that lets Americans bet on sporting events</p><p>· Samsara – the Internet of Things specialist helping companies track and make sense of data</p><p>· SharkNinja – the home appliance company behind the CREAMi ice-cream maker</p><p>· Shopify – the ecommerce platform serving merchants</p><p></p><p> · </p><p>Resources:</p><p><a href="https://linktr.ee/grant27">Dr Grant McCracken</a></p><p><a href="https://www.bailliegifford.com/en/uk/individual-investors/short-briefings-on-long-term-thinking/">Short Briefings on Long Term Thinking podcast archive</a></p><p><a href="https://www.bailliegifford.com/en/uk/individual-investors/the-long-view/">The Long View collection</a></p><p><a href="https://www.chelseagreen.com/product/thinking-in-systems/">Thinking in Systems</a></p><p><a href="https://www.bailliegifford.com/insights/ic-article/2025-q4-the-long-view-fragmenting-systems-cultural-change-10057520/">When systems fragment: entropy, cultural change and the next great US companies</a></p><p> </p><p> </p><p>Companies mentioned include:</p><p>· <a href="https://abc.xyz/">Alphabet (Google)</a></p><p>· <a href="https://www.aboutamazon.co.uk/">Amazon</a></p><p>· <a href="https://www.cloudflare.com/">Cloudflare</a></p><p>· <a href="https://www.draftkings.com/">DraftKings</a></p><p>· <a href="https://investor.atmeta.com/home/default.aspx">Meta</a></p><p>· <a href="https://about.netflix.com/en">Netflix</a></p><p>· <a href="https://www.samsara.com/">Samsara</a></p><p>· <a href="https://www.sharkninja.com/">SharkNinja</a></p><p>· <a href="https://www.shopify.com/uk">Shopify</a></p><p>· <a href="https://www.spacex.com/">SpaceX</a></p><p> </p><p></p><p>Timecodes:</p><p>00:00 Introduction</p><p>02:05 System-level thinking</p><p>03:20 How change happens</p><p>06:10 Entropy and fragmentation</p><p>08:15 A conversation with Cloudflare’s CEO</p><p>10:20 Ants and anthropology</p><p>13:25 Grant McCracken on North Sea culture</p><p>15:15 The causes of splintering culture</p><p>17:05 New consumer behaviours</p><p>19:15 Challenging times for lululemon</p><p>21:00 Shopify and agility</p><p>23:10 Agentic commerce</p><p>25:40 SharkNinja and new niches</p><p>28:30 DraftKings and cultural anchors</p><p>30:40 Samsara’s entropy antidote</p><p>32:10 Finance and space: systems to watch</p><p>33:50 Book choice</p><p> </p><p> </p><p>Glossary of terms (in order of mention):</p><p> </p><p>Entropy: In this podcast, a metaphor for systems becoming more fragmented, varied and harder to predict.</p><p></p><p>Cash flows: The money moving into and out of a business.</p><p></p><p>Market cap: The total stock-market value of a company: share price multiplied by number of shares.</p><p></p><p>S&P 500: A major US stock-market index of large companies.</p><p></p><p>Second law of thermodynamics: A physics principle often simplified as the tendency of energy in a closed system to spread out over time.</p><p> </p><p>Mainframe: A large, central computer used by organisations to process major computing tasks.</p><p> </p><p>Big iron: Informal technology term for large, powerful central computers.</p><p> </p><p>MMA: Mixed martial arts, a full-contact combat sport.</p><p> </p><p>Delulu: Internet slang for optimistic or unrealistic self-belief. Short for ‘delusional’.</p><p> </p><p>Traffic aggregation: Bringing together large numbers of users or customers in one place, often online.</p><p> </p><p>Total addressable market (TAM): The total potential market size for a product or service if it reached all possible customers.</p><p> </p><p>Prediction markets: Markets where people trade contracts based on the likelihood of future events.</p><p> </p><p>Internet of Things: Everyday equipment connected to the internet so it can collect and share data.</p><p> </p><p></p><p> </p><p> </p><p> </p><p> </p>
May 4, 2026
The big squeeze: when bottlenecks work to your advantage
<p>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.</p><p></p><p>Mike Taylor is a Baillie Gifford partner, an investment manager in its Global Alpha Strategy and a co-manager of The Monks Investment Trust.</p><p> </p><p>In this conversation, he tells Short Briefings… host Leo Kelion about how bottlenecks can confer an advantage on companies that sit astride them. That includes those that serve a mismatch between supply and demand created by others, and those whose products and services create a new pinch point, which they control. In addition, he explains why mixing a cocktail of bottlenecks in his portfolios can deliver smoother growth for their shareholders.</p><p> </p><p>Portfolio companies discussed include:</p><ul><li>Medpace – the drug and biologic contract research organisation</li><li> Games Workshop – the maker of the Warhammer tabletop battle games</li><li>Tidewater – the provider of offshore vessels to the oil and gas sector</li><li>Freeport-McMoRan – the mining company that produces gold and copper, among other minerals</li><li>DISCO – the precision tools company, widely used in the semiconductor industry</li><li>Samsung Electronics – the electronics conglomerate</li><li>SK Hynix – the memory chip specialist</li></ul><p> </p><p> </p><p>Resources:</p><p><a href="https://www.bailliegifford.com/insights/ic-article/2026-q1-don-t-burn-your-boats-10057802/">Don’t Burn Your Boats: the case for selective AI investing</a></p><p><a href="https://www.bailliegifford.com/en/uk/institutional-investor/investment-strategies/global-alpha/">Global Alpha Investment Strategy</a></p><p><a href="https://profilebooks.com/work/spqr/">SPQR: A History of Ancient Rome</a></p><p><a href="https://www.bailliegifford.com/en/uk/individual-investors/short-briefings-on-long-term-thinking/">Short Briefings on Long Term Thinking podcast archive</a></p><p><a href="https://www.bailliegifford.com/en/uk/individual-investors/funds/monks-investment-trust/">The Monks Investment Trust</a></p><p><a href="https://www.bailliegifford.com/insights/ic-article/2026-q2-research-agenda-ai-10062282/">Valuing scarcity in the age of AI</a></p><p> </p><p> </p><p>Companies mentioned include:</p><p><a href="https://www.aboutamazon.com/about-us">Amazon</a></p><p><a href="https://www.disco.co.jp/eg/index.html">DISCO</a></p><p><a href="https://www.warhammer.com/en-GB/">Games Workshop</a></p><p><a href="https://www.tdw.com/">Tidewater</a></p><p><a href="https://fcx.com/">Freeport-McMoRan</a></p><p><a href="https://www.medpace.com/">Medpace</a></p><p><a href="https://www.nvidia.com/en-gb/">NVIDIA</a></p><p><a href="https://www.samsung.com/uk/about-us/company-info/">Samsung Electronics</a></p><p><a href="https://www.sandoz.com/">Sandoz</a></p><p><a href="https://www.skhynix.com/">SK Hynix</a></p><p></p><p></p><p>Timecodes:</p><p>00:00 Introduction</p><p>02:10 Investing inside and outside Baillie Gifford</p><p>03:55 Defining bottlenecks</p><p>04:45 How Medpace helps biotechs meet regulatory requirements</p><p>07:35 Founder-leader, August Troendle</p><p>09:30 Stress testing the bottleneck</p><p>12:00 Games Workshop creates its own pinch point</p><p>14:50 Shepherding Warhammer over the long term</p><p>17:45 Mixing bottlenecks to reduce volatility</p><p>20:05 Tidewater and the coming offshore vessel shortage</p><p>23:30 Freeport-McMoRan feeds the US’s copper needs</p><p>26:20 AI bottlenecks: silicon wafers and high-bandwidth memory</p><p>30:00 Enduring versus fleeting bottlenecks</p><p>31:25 Book choice</p><p></p><p></p><p>Glossary of terms (in order of mention):</p><p> </p><p>Adenovirus: A common type of virus that can cause mild illnesses such as colds, sore throats or conjunctivitis, but can also be modified for medical uses such as delivering genes into cells.</p><p> </p><p>Gene therapy: A treatment that works by adding, altering or replacing genes inside a patient’s cells to treat disease.</p><p></p><p>Clinical trials: Research studies in people that test whether a medicine, treatment or medical approach is safe and effective.</p><p> </p><p>FDA: The US Food and Drug Administration, the regulator responsible for approving medicines, vaccines and medical devices in the United States.</p><p> </p><p>Contract research organisation: An organisation that helps biotechnology and pharmaceutical companies run clinical trials.</p><p></p><p>Private partnership: A business owned by its partners rather than by public shareholders.</p><p> </p><p>Supernormal profits: Profits above what would normally be expected in a competitive market.</p><p></p><p>Supply side: The part of an industry concerned with how much of a product or service companies can provide.</p><p></p><p>Demand side: The part of an industry concerned with how much customers want or need a product or service.</p><p> </p><p>Rate limiter: The factor that determines the maximum speed at which something can grow, expand or be produced.</p><p></p><p>Novel therapies: New types of medical treatments, often based on recent scientific advances.</p><p></p><p>Intellectual property (IP): Legal rights over creations such as brands, stories, characters, designs, patents or software.</p><p></p><p>Free cash flow: The cash a company produces after paying the costs needed to run and maintain the business.</p><p></p><p>Energy transition: The shift from fossil-fuel-based energy systems toward lower-carbon sources such as renewables, batteries and electrification.</p><p></p><p>Compute: The processing power needed to train or run AI models or other computing tasks.</p><p> </p><p>High-bandwidth memory (HBM): A type of advanced memory chip that can move very large amounts of data quickly to processors, making it especially useful for AI systems.</p><p> </p><p>Steam turbine: A device that uses steam to spin a wheel or rotor, converting heat energy into mechanical motion.</p><p> </p><p> </p>
March 16, 2026
The active edge: the case for growth in uncertain times
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 markets value exceptional companies at a premium again. Stuart Dunbar is a director in Baillie Gifford’s Clients Department and is responsible for helping shape and communicate the firm’s investment philosophy.In this conversation, he considers how a succession of disruptive events – the most recent being the current war in the Middle East – has rattled markets and led investors to focus on companies’ short-term profits rather than their long-term potential.However, this period of flux will not last forever, he argues. And when we re-enter a period of stability, patience should be rewarded as markets recognise exceptional companies’ future earnings potential and price them accordingly. In the meantime, Baillie Gifford’s investment teams remain focused on finding and supporting businesses that will prosper from change and supporting their management to take the long view. And as Dunbar reveals, as the sources of growth broaden out, we are backing some companies that come as a surprise. Portfolio companies discussed include:* Astera Labs – the semiconductor chip designer, whose products tackle data bottlenecks in AI datacentres* IREN – the datacentre operator whose clients include Microsoft* Medpace – a contract research organisation that biotech and pharmaceutical companies hire to run their clinical trials* Nu Holdings – owner of the Latin American fintech Nubank* Spotify – the audio streaming platform that lets people listen to music, podcasts and audiobooks* WillScot – North America’s largest provider of temporary space rentals, leasing out modular offices, portable storage containers and classroom units Resources:Actual investors hub (https://www.bailliegifford.com/en/uk/individual-investors/about-us/actual-investors/)Actual investing revisited (https://www.bailliegifford.com/insights/ic-article/2025-q2-lets-talk-about-actual-investing-some-more-10055374/)Baillie Gifford podcasts (https://www.bailliegifford.com/podcasts/)Private growth investing (https://www.bailliegifford.com/en/uk/individual-investors/private-growth-investing/)The Compound and Friends podcast (https://podcasts.thecompoundnews.com/show/TCAF/)The Success Equation (http://success-equation.com/) Companies mentioned include:AJ Bell (https://www.ajbell.co.uk/)Amazon (https://www.aboutamazon.com/about-us)Anthropic (https://www.anthropic.com/)Astera Labs (https://www.asteralabs.com/)ByteDance (https://www.bytedance.com/en/)IREN (https://iren.com/)Medpace (https://www.medpace.com/)Microsoft (https://www.microsoft.com/en-gb)Nu Holdings (https://international.nubank.com.br/about/)NVIDIA (https://www.nvidia.com/en-gb/)Spotify
62 total episodes available
Recent guests on Short Briefings on Long Term Thinking - Baillie Gifford
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Andrew Keiller
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Christiana Figueres
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Cheryl Mehrkar
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Michael Lewis
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