# baillie (podcasts) — RSS Amplifier Recent posts from the 2 feeds in the RSS Amplifier directory that cover baillie. Page: Feed: --- ## [SpaceX: past, present, future – and finding the next world-changers](https://podcast.show/short_briefings/episode/154641601/) _2026-08-04 · Baillie Gifford · Short Briefings on Long Term Thinking - Baillie Gifford_ 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 for another company with industry-upturning potential. Background: Luke Ward is an investment manager… [Listen](https://media.blubrry.com/short_briefings/content.blubrry.com/short_briefings/baillie_giffordf_space_x_audio_pod_edit_310727.mp3) ## [Tokenisation: a better way to own what you own](https://podcast.show/short_briefings/episode/154089052/) _2026-06-23 · Baillie Gifford · Short Briefings on Long Term Thinking - Baillie Gifford_ 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 your investments and making your holdings more “useful”. Background: In this conversation, Theo Golden… [Listen](https://media.blubrry.com/short_briefings/content.blubrry.com/short_briefings/baillie_gifford_tokenisation_podcast_090626.mp3) ## [Why American culture feels so chaotic – and how investors can benefit](https://podcast.show/short_briefings/episode/153922553/) _2026-06-01 · Baillie Gifford · Short Briefings on Long Term Thinking - Baillie Gifford_ 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. Dave Bujnowski is an… [Listen](https://media.blubrry.com/short_briefings/content.blubrry.com/short_briefings/baillie_gifford_us_growth_podcast_260526.mp3) ## [The big squeeze: when bottlenecks work to your advantage](https://podcast.show/short_briefings/episode/153858340/) _2026-05-04 · Baillie Gifford · Short Briefings on Long Term Thinking - Baillie Gifford_ 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. Mike Taylor is a Baillie Gifford partner, an investment manager in its Global Alpha Strategy and a… [Listen](https://media.blubrry.com/short_briefings/content.blubrry.com/short_briefings/baillie_gifford_global_alpha_bottle_necks_podcast_300426.mp3) ## [The active edge: the case for growth in uncertain times](https://podcast.show/short_briefings/episode/153000555/) _2026-03-16 · Baillie Gifford · Short Briefings on Long Term Thinking - Baillie Gifford_ 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… [Listen](https://media.blubrry.com/short_briefings/content.blubrry.com/short_briefings/Baillie_Gifford_Podcast_58-Stuart_Dunbar.mp3) ## [China’s new growth leaders: inventing, not copying](https://podcast.show/short_briefings/episode/152232699/) _2026-02-13 · Baillie Gifford · Short Briefings on Long Term Thinking - Baillie Gifford_ 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 China from elsewhere. Background: Sophie Earnshaw is a decision-maker on our China Equities Strategy… [Listen](https://media.blubrry.com/short_briefings/content.blubrry.com/short_briefings/China_podcast-Red_mix.mp3) ## [Smarter models, sharper founders: growth investing in the AI era](https://podcast.show/short_briefings/episode/151455978/) _2026-01-14 · Baillie Gifford · Short Briefings on Long Term Thinking - Baillie Gifford_ 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 AppLovin, Anthropic, NVIDIA, Roblox and Reddit. Background: Kyle McEnery is an investment manager in our… [Listen](https://media.blubrry.com/short_briefings/content.blubrry.com/short_briefings/Podcast_56-Kyle_McEnery-January_2026.mp3) ## [Emerging market companies leapfrogging western rivals](https://podcast.show/short_briefings/episode/150781573/) _2025-12-16 · Baillie Gifford · Short Briefings on Long Term Thinking - Baillie Gifford_ 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 the most disruptive companies innovating at speed in Asia and Latin America. Background: Alice… [Listen](https://media.blubrry.com/short_briefings/content.blubrry.com/short_briefings/baillie_gifford_emerging_markets_alice_podcast_261125.mp3) ## [Private companies: from Anthropic to Zetwerk – and other new investments](https://podcast.show/short_briefings/episode/150287626/) _2025-12-01 · Baillie Gifford · Short Briefings on Long Term Thinking - Baillie Gifford_ 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, representing some of the world’s fastest growing and most disruptive businesses. Investment manager Robert Natzler tells host Leo Kelion how and why we… [Listen](https://media.blubrry.com/short_briefings/content.blubrry.com/short_briefings/BG_DisruptionWeek_Podcast1.mp3) ## [Where obsession meets opportunity: Japan’s ‘overlooked’ small caps](https://podcast.show/short_briefings/episode/149414039/) _2025-10-23 · Baillie Gifford · Short Briefings on Long Term Thinking - Baillie Gifford_ From using AI to create better weather forecasts to helping people with disabilities get their dream job, Japan’s small companies are a disruptive force. [Listen](https://media.blubrry.com/short_briefings/content.blubrry.com/short_briefings/BG_Podcast_BrianLum_091025_1_.mp3) ## [Home of the Agentic Pull Request (Sponsored)](https://crawlproof.com/a/sKu3jw9jkBce) _2025-10-23 · **Sponsored**_ CLI-first, TUI-ready toolkits and a moshscript installer — join the waitlist ## [Posters Available](https://baillievensel.substack.com/p/posters-available) _2025-01-15 · Baillie Vensel · V Hold_ I promised you one!