Theo Golden

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320 appearances 1 recordings 1 series first heard Jun 2026 last heard 23 Jun

Theo Golden’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.

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Short Briefings on Long Term Thinking - Baillie Gifford · Tokenisation: a better way to own what you own · 23 Jun 2026 podcast

And if you're someone like me and you're a portfolio manager, that sends off all the alarm bells around risk controls and making sure that something is following a rules-based system, right?

Because how on earth am I going to make sure that my agent is operating in good faith for the rules that I've set it if I can't even read the language that it's talking to the other agents with?

One of the things that we think is fascinating about tokenization and the blockchain more holistically is that it provides the rails for agents to talk to each other both scalably and efficiently and quickly, but also in a way where you can have risk controls built in from day one.

All of those smart contracts, all of those tokens are just rules embedded in code.

And they set the guardrails, the parameters that your agent can work with.

And as you say, it's hook for them to draw assets.

Jeremy L.

Air, the CEO of Circle, of which we're an investor, has done a lot of really interesting thought leadership on this around the payment space and agentic payments.

I think the next stage of that is gonna be around things like agentic wealth management and that the

idea that within your wallet you could have an agent which is building your financial life, monitoring your risk appetite, and essentially using the blockchain as a rail to port that ideal portfolio for you rather than having to trust that the entity at XYZ has made sure that the asset is yours.

So it's about building that infrastructure where the agent can not just

Just trust that it's getting what it needs, but it can verify.

Exactly, exactly.

And because the asset itself is able to live and breathe in that internet style regime, it can pull the asset when it needs it, not just when the market is open.

Yeah, and and you're right to point out some of our esteemed peers who are doing a lot of fantastic work and being truly innovative.

I think we've all been the nerds at the back of the room at our respective institutions for a while.

Particularly in the case of Bailey Gifford, we we are doing something uh which is truly unique in terms of really using the blockchain as the legal source of truth, creating an on chain books and records.

But to your point directly, like why now?

It's a it's a really good question because the technology's been around for

Ten years.

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