Talking Research - Walter Scott

Walter Scott & Partners

English Business Investing

Website RSS

Episodes 16

Avg. Duration 21m

Activity Highly Active

Since May 2023

Latest Episode Dec 2025

Publishing Details

Schedule

Every 2 Months

Format

Episodic

Hosting

feeds.buzzsprout.com

About This Podcast

We are Walter Scott. We were established in 1983 to manage bespoke equity portfolios for institutional clients around the world. We undertake in-depth research to find growth companies that have the ability to consistently compound wealth over the long term.

Our team analyses and debates every investment idea with discipline and rigour. We believe that a team approach ensures better investment decisions.

Key to our success is the consistent implementation of our tried-and-tested investment philosophy by an experienced, motivated and collaborative team.

Find out more at https://www.walterscott.com/

Our podcast episodes are intended for institutional investors and consultants only.

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Recent Episodes

The AI gold rush: infrastructure, chips and the race to scale

Dec 12, 2025 22m

What does AI look like on the ground in California? Fresh from a week on the US West Coast, Investment Manager Tom Miedema shares what he heard in boardrooms and labs – from data centre build‑outs…

Lessons from a life in equity investing

Oct 28, 2025 25m

Charlie Macquaker reflects on 34 years at Walter Scott, sharing insights from his early days to recent research trips in China and Sweden, and discusses the enduring principles that underpin the…

Future of payments: stablecoins to AI agents

Aug 26, 2025 22m

Stablecoins are now bypassing banks, AI agents are making purchases and global payments are accelerating rapidly. Jamie Zegleman discusses the technologies reshaping the payments landscape,…

Navigating Trump's Tariffs

May 22, 2025 31m

Curious about how Walter Scott is charting a course through volatile stock markets? In this podcast, Investment Manager AJ Kyle and Executive Director Roy Leckie delve into three critical…

On the Road: Fastenal's frugal formula

Apr 24, 2025 18m

How did one man’s prudent attitude spark a multibillion-dollar business empire? On a recent trip to the US, investment analyst Dr Oriana Beaumont visited Fastenal to understand how the industrial…

Japan's Under-The-Radar Innovators

Feb 19, 2025 23m

Japan has a rich heritage in robotics, consumer electronics and the automotive industry. But where are the next growth opportunities? Investment Manager Lucia Gibbard went to Japan to find out. In…

India's enticing domestic growth story

Oct 28, 2024 22m

For businesses and investors with a global perspective, the immense size of India’s economy, combined with its impressive rate of economic growth, makes it critical to understand. Investment analyst…

Talking Research: Challenging Thinking on China

Sep 27, 2024 19m

A visit to China highlights the perils of making generalisations about such a vast and complex country. Investment manager Paul Loudon reports back from the bright lights of Chengdu, Chongqing and…

Talking Research Q2 2024 Update

Jun 28, 2024 18m

AI-driven technologies such as ChatGPT are being adopted at breakneck speeds. Because of this, companies are scrambling to keep up - they need smarter software, stronger networks and better…

Talking Research Q1 2024 Update

Mar 28, 2024 22m

For investment professionals onlyIn a wide-ranging discussion, Investment Managers Des Armstrong and Alan Edington debate the ongoing concentration of US markets, Japan’s impressive start to the year…

Talking Research Q4 2023 update

Jan 02, 2024 16m

For investment professionals onlyIn our latest quarterly podcast, Walter Scott's Directors Charlie Macquaker and Roy Leckie discuss the remarkable performance of equity markets in 2023. They also…

Talking Research: On the road in Asia

Nov 27, 2023 25m

For investment professionals onlyIn our latest podcast, we hear from Walter Scott's Head of Research and Investment Manager Alan Lander, Investment Manager Fraser Fox and Investment Analyst Michael…

Talking Research Q3 2023 update

Sep 28, 2023 19m

For investment professionals onlyIn Walter Scott's latest quarterly podcast, Investment Manager Paul Loudon considers current goings-on in China and why, in his view, the picture there is not all…

Talking Research: On the road in Taiwan and China

Jul 26, 2023 21m

For investment professionals onlyIn this episode, Walter Scott Investment Managers Des Armstrong and Tom Miedema discuss their recent research trip to China and Taiwan. With ongoing headlines around…

Talking Research Q2 2023 update

Jun 30, 2023 18m

For investment professionals onlyWith reporting season underway, Walter Scott's Research team has been busy analysing, discussing, and debating the merits of numerous companies. It has also been a…

Talking Research Q1 2023 update

May 23, 2023 18m

For investment professionals only2023 has been a busy year so far, with members of Walter Scott's Research team travelling far and wide – to India, Germany, Spain and the US. Here, Investment…

Frequently Asked Questions

How many episodes does Talking Research - Walter Scott have?

Talking Research - Walter Scott has published 16 episodes since May 2023, covering topics in Business, Investing.

Is Talking Research - Walter Scott still active?

Talking Research - Walter Scott is currently highly active with new episodes every 2 months. Average episode length is 21m.