
#60 - The Plumber Returns - James Aitken on Japan, Kevin Warsh, gold, AI and inflation.
Jun 18, 2026 - 01:35:58
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In this episode with Tom Slater of Baillie Gifford, managerof the £10bn Scottish Mortgage investment trust, we cover a lot of ground. Of course, we discuss his current thoughts on China and the Mag 7, including why he ha...
#43 The Growth Investor - Tom Slater on Scottish Mortgage, China & the Mag 7 is an episode from Behind the Balance Sheet by Stephen Clapham's Podcast on Value Investing | Stockmarket Analysis | Equities. In this episode with Tom Slater of B...
This episode belongs to Behind the Balance Sheet.
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Published Jan 23, 2025, 01:18:47 long, audio available.