Best Export To Japan Podcasts (2024)

1
Christmas Special 2024: Silent Naito 3:51:33

12h ago3:51:33

3:51:33

Ho ho ho, fuckers. Join Statto and David (and Daniel for a brief cameo recorded before he was detained by the authorities after someone actually listened to the 2022 Christmas Special and found out what he said about the Queen) to hoover up another line of festive cheer. This year we once again field the questions of our most deranged fans, review …

1
‘Ordinary’ but exceptional: firms leading the US’s infrastructure renaissance 25:31

23h ago25:31

25:31

The US’s transformational upgrade of its drainage, power and road networks is a long-term investment opportunity hiding in plain sight. In this podcast, Michael Taylor reveals some of the outstanding companies involved and makes the case that the markets have yet to fully appreciate the advantages working in their favour. Background: Michael Taylor…

1
Private companies: backing tenacious trailblazers 28:20

8d ago28:20

28:20

Many of the world’s most exciting, high-growth and disruptive companies are private. Moreover, the entrepreneurs running them are typically keeping them private for longer before trading their shares on public stock exchanges – and in some cases have no plans to do so. Baillie Gifford’s Private Companies Team seeks out exciting businesses and found…

1
Big Egg Podcasting Universe Bonus Episode - The Anniversary 1:31:07

29d ago1:31:07

1:31:07

It's 30 years since the monumental Big Egg Wrestling Universe show at the Tokyo Dome, so it's time for Statto, Sarah and David to do a little retrospective. In this special bonus episode, the trio look back at the show and their painstaking deep dive podcast about it, revisit the debate about whether a modern-day joshi show at the Dome is possible …

1
The Puro Pourri Podcast Holiday Special III 2:45:01

1M ago2:45:01

2:45:01

The crew have been off on their travels again, and that means it's time for another PPP Holiday Special! David and Statto are joined by returning guest Sarah Parkin for a rundown of their recent sojourns abroad. Find out what happened when David went to Las Vegas, risked it all ($80) with the high rollers and ate the worst fish and chips of his lif…

1
Why growth investors can’t ignore China 24:58

2M ago24:58

24:58

China is transitioning from a property-led economy to one focused on advanced manufacturing. It already leads the world in electric car production and the batteries that power them. And it’s also a growing force in renewables, robotics and biotech. Investment manager Helen Xiong discusses some of the growth companies involved, why concerns about ov…

1
Episode 28 - Feel Like Funkin' It Up (I): Funk is on a Roll 2:12:32

3M ago2:12:32

2:12:32

After a hiatus that has been described as "extended even for us", the PPP is back! David and Statto are here to kick off a new multi-part series looking at the impact on the Japanese pro wrestling industry of possibly the greatest grappling dynasty of all time: the Funks!By The Puro Pourri Podcast

1
Capitalising on change: Japan’s growth champions 29:49

4M ago29:49

29:49

Upheaval can create opportunity. Baillie Gifford’s Japan Team seeks out companies that will derive the greatest long-term benefit from transformational forces impacting business and broader society. In this podcast, investment manager Matthew Brett identifies four ‘structural growth’ drivers and the portfolio companies taking advantage of them. Bac…

1
The efficiency effect: how four companies shaped up for a new era 34:30

6M ago34:30

34:30

Sometimes, you have to take a step back to leap forward. Over the past couple of years, Meta, Amazon, Block and Shopify are among the growth companies to have made efficiency cuts following the pandemic. Gary Robinson, an investor in Baillie Gifford’s US Equity Team, says that’s made them more agile and resilient – qualities that will let them take…

1
Why emerging markets have changed 28:14

8M ago28:14

28:14

Emerging markets have sometimes promised more than they have delivered, but circumstances may be tipping in growth investors’ favour. Will Sutcliffe, head of our Emerging Markets Team, explains why it’s an opportune time to invest in the asset class. Background: Will Sutcliffe is the head of Baillie Gifford’s Emerging Markets Team and co-manager of…

1
The weight-loss drug with huge growth potential 27:19

11M ago27:19

27:19

A new medicine that can help patients lose 15 per cent of their body weight could have far-reaching consequences for healthcare. Wegovy mimics a hormone the gut releases, reducing appetite and slowing digestion to delay hunger’s return. Research is also underway into other potential health benefits. In this podcast, Baillie Gifford investment manag…

1
The 3 characteristics of great growth companies 28:34

11M ago28:34

28:34

What distinguishes companies that will thrive from those that will perish? In this episode, we explore three traits that mark out the companies set to surge ahead from those more likely to struggle: 1. They solve real-world problems 2. They are financially strong and disciplined 3. They are highly adaptable Baillie Gifford partner Tim Garratt discu…

1
Christmas Special 2023: O Come, O Come Emmanuel Yarbrough 4:36:59

1y ago4:36:59

4:36:59

It's Christmas time, there's no need to be afraid. At Christmas time, we let in the most demented wrestling audio of 2023. The PPP boys are here to bring you a solid hit of black tar festive cheer, as we answer your fan questions, look back on the last twelve months, pay tribute to one of the greats, once again lay bare our complete lack of contemp…

1
The Amazon way: mixing ones and zeros with nuts and bolts 26:51

1y ago26:51

26:51

Show notes Amazon and DoorDash take different approaches to bridging the physical and digital worlds. Amazon has built an extensive infrastructure of warehouses, logistics networks and data centres to directly control its operations. DoorDash instead relies on partnerships with restaurants and stores for deliveries, limiting its capital investment.…

1
Beyond China: south-east Asia’s next export stars 26:45

1y ago26:45

26:45

China became known as the world’s factory thanks to it offering companies a way to manufacture all kinds of goods at a high quality and relatively low cost. But in recent years, south-east Asian nations, including Vietnam and Indonesia, have begun challenging it for that status. Baillie Gifford investment manager Ben Durrant recently returned from …

1
Japan: a new dawn for growth investing 21:07

1y ago21:07

21:07

Is the time ripe for Japanese growth stocks? Donald Farquharson is Baillie Gifford’s head of Japanese equities and knows the market better than most. In the latest episode of Short Briefings on Long Term Thinking he draws on a recent visit to the country to explain why conditions seem favourable for a cohort of domestic companies with long-term min…

1
The science and art of picking growth stocks

1+ y ago

—

What counts as a growth stock is ever-changing. Mark Urquhart shares lessons from 27 years of investing to explain how he decides what to buy and how long to hold as he continues his hunt for outsized returns. Background: In 1996, our largest investments included oil and gas companies and high street banks. These days, our biggest holdings speciali…

1
The Puro Pourri Podcast Holiday Special II 1:55:38

1+ y ago1:55:38

1:55:38

The long-awaited sequel to our most self-indulgent and mystifyingly well-liked episode ever is finally here! Statto and Sarah talk about their recent trip to Japan, where they took in live shows by Prominence, DIANA, Gatoh Move and TJPW. Hear how Sarah was so eager to meet one of her heroes that she spent £35 on a towel, Statto accidentally told Ch…

1
The power of Actual investing during changing times 25:22

1+ y ago25:22

25:22

Stuart Dunbar explains why a long-term investment approach suits the new types of growth companies that are emerging. Background: It’s been five years since Baillie Gifford launched its ‘actual investors’ campaign. It focuses on the firm’s long-term, active approach to growth. In this episode, the effort’s mastermind Stuart Dunbar joins Malcolm Bor…

1
From steam trains to AI vision: 150 years of investing 27:30

1+ y ago27:30

27:30

To mark the pioneering Trust’s anniversary, James Dow delves into SAINTS’ origins and explains how he helped reinvigorate it for a new age. Background: The Scottish American Investment Company (SAINTS) made its debut in 1873, introducing the first trust to prevent shareholders from facing ruin if a business they backed failed. This groundbreaking a…

1
Big Egg Podcasting Universe Episode 15 - The End 2:43:59

1+ y ago2:43:59

2:43:59

The Big Egg has hatched. In the final episode of Big Egg Podcasting Universe David, Sarah and George reflect on the legacy and influence of the biggest women’s wrestling show ever and ask whether it could ever happen again. And because we had to make it weird, each host and some very committed listeners share their own dream match card for a Big Eg…

1
Investing in a sustainability revolution 17:25

1+ y ago17:25

17:25

Keystone Positive Change’s Kate Fox on thinking about the world in 2050 to spot opportunities today. Background: Kate’s conversation with Malcolm Borthwick covers her work with the Deep Transitions Futures project, coordinated by the University of Sussex and Utrecht University and supported by Baillie Gifford. The project aims to identify patterns …

1
Big Egg Podcasting Universe Episode 14 - The V*TOP (Part 3) 1:41:30

1+ y ago1:41:30

1:41:30

It’s here, folks. We’ve seen idols, rookies, minis, shootboxers, interpromotional political shenanigans and some all-time classic matches. And here we are, with our final three matches from Big Egg Wrestling Universe. Join David, George and Sarah to run through three very different matches which collectively achieve what we thought impossible: maki…

1
Episode 27 - CCCPPP (IV): Akira Maeda Disgraces Japan (feat. Zoë Boyd) 1:19:22

1+ y ago1:19:22

1:19:22

David and George welcome back special guest Zoë Boyd, who has been cursed by a malevolent transphobic god to come on this podcast once per year and talk about some of the worst MMA of all time. In this edition, we talk about a couple of occasions upon which combat athletes from the former USSR were brought in to face pro wrestlers in mixed martial …

1
Big Egg Podcasting Universe Episode 13 - The V*TOP (Part 2) 1:57:54

2y ago1:57:54

1:57:54

God made the Devil just for fun. When he wanted the real thing, he made Aja Kong the WWWA Champion for three years and put her in the V*TOP tournament. David, Sarah and George are rounding out the first round of the tournament with JWP’s Dynamite Kansai taking on homegrown Kyoko Inoue, and the small matter of Manami Toyota taking on Kong in one of …

1
Big Egg Podcasting Universe Episode 12 - The V*TOP (Part 1) 2:03:57

2y ago2:03:57

2:03:57

You heard about the shootboxing, the minis, the rookies, the juniors. Now, after a lengthy hiatus, David, Sarah and George are back to dive into the main draw of Big Egg Wrestling Universe: the 8-woman V*TOP tournament. Featuring Yumiko Hotta’s ill-advised return to MMA against Gabi Garcia, the soothing properties of Eagle Sawai’s feathers, Combat …

1
Why small companies are big in Japan 21:21

2y ago21:21

21:21

Meet the lesser-known niche players thriving in the shadow of the country’s big brands Think of Japanese companies and chances are giants such as Sony, Hitachi and Mitsubishi come to mind. You probably don't think of Shima Seiki - a maker of automated knitting machines, Descente, which owns licences to use brands such as Le Coq Sportif and Umbro, o…

1
What’s next for growth stocks? 22:51

2y ago22:51

22:51

As many question the future of growth investing, the American Fund’s Dave Bujnowski explores the new engines powering progress.By Baillie Gifford

1
January 4th Special III: Back in Training (feat. Stuart Iversen) 2:13:29

2y ago2:13:29

2:13:29

Tanahashi vs. Okada. Nakamura vs. Sakuraba. Inoki vs. Vader. Fuyuki vs. Anjo. These are just some of the classic contests that have graced January 4th, that most hallowed day in the puroresu calendar. Having decided to finally give up on the pretence that they might actually watch NJPW Wrestle Kingdom (don't worry, we're still reviewing the Rambo!)…

1
Christmas Special 2022: Fairytale of New Japan 2:56:31

2y ago2:56:31

2:56:31

It's December, and you know what that means! Warm your toes by the fire and luxuriate in the warm glow of the Christmas special critics are calling "reprehensible even by your standards". We'll answer our fans' questions (which are just as demented as ever), reflect upon the very normal year 2022 has been, and visit the beautiful progressive city o…

1
Special Edition: How AI is transforming our industries 28:03

2y ago28:03

28:03

Kirsty Gibson and Julia Angeles on how technology is changing the way we do business.By Baillie Gifford

1
Meet the companies disrupting the world’s biggest killer 23:33

2y ago23:33

23:33

Rose Nguyen on the companies seeking to overcome the scourge of heart disease.By Baillie Gifford

1
Why 'what if...' is the most vital question for investors 15:54

2y ago15:54

15:54

Today’s outsized growth rarely follows a steady or predictable path, according to Kirsty Gibson of Baillie Gifford’s US Equities Team.By Baillie Gifford

1
Episode 26 - CCCPPP (III): The Maltese Volk Han 2:58:17

2+ y ago2:58:17

2:58:17

Having dispensed with NJPW and UWFI's dealings with the now-former Soviet Union, the PPP crew turn their attention to the adventures of Eastern Bloc combat athletes in two other Japanese wrestling companies: FMW and RINGS. Marvel in wonder as David finally gets to wax lyrical about carny par excellence Atsushi Onita, a fascist gets kicked, one of t…

1
North stars: Why are Swedish companies world leaders? 21:33

2+ y ago21:33

21:33

It’s a small country with a large number of businesses that can keep innovating and growing for decades. Stephen Paice explores what’s so great about Sweden.By Baillie Gifford

1
How education escaped from the classroom 20:37

2+ y ago20:37

20:37

Apps and online courses have upended the economics of education, making learning more accessible, fun and relevant. Positive Change’s Thaiha Nguyen explains.By Baillie Gifford

1
Big Egg Podcasting Universe Episode 11 - The Men 2:03:01

2+ y ago2:03:01

2:03:01

We couldn’t get through it without them, could we? In the cooldown spot just before we get into the main event that is the V*TOP tournament, we appropriately position the people that everyone has forgotten from Big Egg. No, not the shootboxers - the blokes. Why did men’s wrestling promotion Michinoku Pro get a showcase match at the biggest joshi sh…

1
Why private companies matter more 20:33

2+ y ago20:33

20:33

For Peter Singlehurst, head of the Private Companies Team, the difference between investing in a private company and a public company is that private companies choose their shareholders. So, why choose Baillie Gifford?By Baillie Gifford

1
Growth or value? It's not a black or white choice 18:50

3y ago18:50

18:50

‘Growth or value’ has framed many investment narratives. But Monks’ Malcolm MacColl explains the two aren’t at odds.By Baillie Gifford

1
Episode 25 - CCCPPP (II): Smarkism-Leninism 2:25:13

3y ago2:25:13

2:25:13

We're back in the USSR! Fresh off the heels of their special on the Tokyo Dome show featuring Comrades Hashimikov, Zangiev, Berkovich et al., the boys now take a look at what the Red Bull Army did next. We kick off with NJPW's 1989 New Year's Eve extravaganza in Moscow (yes, really), before getting our teeth into what happened when those Soviet sho…

1
January 4th Special II: The Secret of the Ooze (feat. Luke Healey) 2:09:13

3y ago2:09:13

2:09:13

2022 is upon us, sure to be a year of magic and wonder like its predeccesors, and what better way to ring in the new year than with the PPP's takes on the traditional big January 4th wrestling show in the great city of Tokyo? Special guest Luke Healey (@oystersearrings) joins David and Statto for the second year in a row to run the rule over the pr…

1
Christmas Special 2021: It May Be Winter Outside (But In My Heart It's 6/3/94) 3:42:50

3y ago3:42:50

3:42:50

Ho ho ho and a bottle of eggnog, and welcome to the PPP's annual festive extravaganza! Warm your toes by the fire as the boys once again answer your questions, Statto and David give the Faroe Islands Tourist Board the most comprehensive free advertising they will ever get, some more gasoline is poured on the embers of BritWres, puro-themed Christma…

1
Big Egg Podcasting Universe Episode 10 - The Juniors 1:54:23

3y ago1:54:23

1:54:23

Children are deadly creatures that should be avoided at all costs. This, we feel, is the key lesson from our latest episode, in which we look at the history of junior championships. Candy Okutsu and Rie Tamada lead Sarah, David and George to discussing their favourite violent joshi children, the endless potential of exciting rookies, and you’d bett…

1
Investing in Japan: What’s changed and what’s next 16:46

3y ago16:46

16:46

Over four decades Japan has seen 21 prime ministers come and go. Exporters such as Toyota and Toshiba have flourished but the country has also struggled with debt and deflation. Matthew Brett, manager of The Baillie Gifford Japan Trust, discusses what’s next.By Baillie Gifford

1
How Harnessing Chaos Can Make Companies More Nimble 17:35

3+ y ago17:35

17:35

Chaos is often associated with a failure of leadership. Gary Robinson, manager of Baillie Gifford US Growth Trust, argues that the best bosses don’t resist disorder but channel it to create ‘chaordic organisations’ in which innovation thrives.By Baillie Gifford

1
Episode 24 - CCCPPP (I): THAT'S THE BERLIN WALL, BROTHER 2:05:24

3+ y ago2:05:24

2:05:24

здороваться, comrades! Those PPP boys are back with the first of a new multi-part series. In this episode we look at how a slew of Soviet amateur wrestlers ended up working New Japan's inaugural Tokyo Dome show in 1989: a group of men who paved the way for future grapplers from what would soon become the former USSR to make their mark in puro. Let …

1
Exploring Sustainable Growth - A New Approach To ESG 19:25

3+ y ago19:25

19:25

Are your investments as good for the environment and society as you think they are? Stuart Dunbar, partner at Baillie Gifford, explains why too many people have been lulled into a false sense of security by metrics-based approaches to ESG that don’t support the transition to a more sustainable society.…

1
Big Egg Podcasting Universe Episode 9 - The WWF 2:00:15

3+ y ago2:00:15

2:00:15

Vincent Kennedy McMahon gets everywhere. Returning hero Bull Nakano and America’s sweetheart Alundra Blayze squared off for the WWF Women’s Championship in one of Big Egg Wrestling Universe’s more spectacular matches. David, Sarah and George take a look in the context of a broader feud that played out in multiple promotions on two continents for ne…

1
Breaking the Biotech Model 15:19

3+ y ago15:19

15:19

Messenger RNA vaccines could provide a solution not just to Covid, but to cancer, and other diseases. Julia Angeles, co-manager of Baillie Gifford’s Health Innovation Fund, discusses how.By Baillie Gifford

1
Big Egg Podcasting Universe Episode 8 - The Strikers (feat. Zoë Boyd) 1:47:27

3+ y ago1:47:27

1:47:27

Zoë Boyd is back to help Sarah, George and David get to grips with the last two shoot fights from Big Egg Wrestling Universe. Listen for Japanese TV networks cancelling kickboxing for the sake of national pride, a desperate attempt to figure out what the hell is going on in shootboxing, and Anderson Silva’s “sock full of paté”.We don’t really get t…

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