<![CDATA[The GSX Podcast]]>https://www.greatsouthernx.com/podcastRiverside.fm (https://riverside.com)Sun, 17 May 2026 04:45:40 GMTMon, 08 Sep 2025 05:58:48 GMT60Henry WalshHosted by Henry Walsh, The GSX Podcast explores the people, processes, and ideas shaping commodities, alternatives, and global markets. Episodes range from conversations with traders about building resilient teams and achieving persistent performance, to deep dives into renewable fuels and carbon markets, to discussions on investing in alternative assets — from real commodity projects to finance and hedge funds. With a focus on clarity and practical insights over market chatter, this podcast is designed for professionals, investors, and anyone curious about the forces moving today’s commodity and alternative markets.episodicHenry Walshhenry@gsxc.iono<![CDATA[Investing in water. A conversation with Kim Morison, Chairman, Argyle Capital Partners]]>In this episode of the GSX Podcast, I sit down with Kim Morison, founder of Argyle, to explore one of Australia’s most overlooked investment assets: water. Drawing on a career that spans commodity trading, agriculture and funds management, Kim explains how Australian water entitlements work, why they can offer both income and capital growth, and how they fit into the broader evolution of irrigated agriculture. We also discuss the rise of higher-value crops, the complexity of regional water markets, and the lessons learned from building a pioneering business through both growth and adversity.

]]>a45cce60-981f-48e7-b867-e2b3471edcd2Wed, 25 Mar 2026 00:13:48 GMT<p>In this episode of the GSX Podcast, I sit down with Kim Morison, founder of Argyle, to explore one of Australia’s most overlooked investment assets: water. Drawing on a career that spans commodity trading, agriculture and funds management, Kim explains how Australian water entitlements work, why they can offer both income and capital growth, and how they fit into the broader evolution of irrigated agriculture. We also discuss the rise of higher-value crops, the complexity of regional water markets, and the lessons learned from building a pioneering business through both growth and adversity.</p>no01:07:3515Investing in water. A conversation with Kim Morison, Chairman, Argyle Capital Partnersfull<![CDATA[A conversation with Mike Coleman, veteran commodity trader and investor]]>In this episode of the GSX podcast, host Henry Walsh interviews Mike Coleman, a veteran in the commodity markets with over 43 years of experience. Mike shares his journey from starting at Cargill to launching the Merchant Commodity Fund, discussing the evolution of commodity trading, the impact of financial markets, and the unique appeal of commodities. He emphasizes the importance of active management in commodities and reflects on the changing dynamics of the market, including the challenges and opportunities for investors today.

]]>a43a7c8b-79cb-4c87-85f5-3adeb4a37a6cMon, 16 Feb 2026 09:52:27 GMT<p>In this episode of the GSX podcast, host Henry Walsh interviews Mike Coleman, a veteran in the commodity markets with over 43 years of experience. Mike shares his journey from starting at Cargill to launching the Merchant Commodity Fund, discussing the evolution of commodity trading, the impact of financial markets, and the unique appeal of commodities. He emphasizes the importance of active management in commodities and reflects on the changing dynamics of the market, including the challenges and opportunities for investors today.</p>no01:10:1414A conversation with Mike Coleman, veteran commodity trader and investorfull<![CDATA[A conversation with Dave Behrends, Managing Partner at Sucafina]]>The conversation delves into the evolving landscape of commodities and trading, focusing on the coffee industry and the challenges faced in commodity trading. It explores the growth and expansion of Sucafina, the investment in real assets, financing, market volatility, and risk management. Additionally, it discusses the importance of communication and crisis management in the industry. The conversation covers the optimization of internal meetings for productivity, the transferable skills from trading to business operations, and the potential for vertical integration in the coffee industry. It also highlights the challenges of communication in a digital workspace and the impact of high prices on market liquidity.

Takeaways

  • Coffee industry growth
  • Challenges in commodity trading
  • Communication and crisis management Internal meetings reduced for productivity
  • Communication challenges in a digital workspace

]]>526c43e4-eaa7-4a7d-aa55-aaa6fee9d2f8Tue, 10 Feb 2026 01:09:12 GMT<p>The conversation delves into the evolving landscape of commodities and trading, focusing on the coffee industry and the challenges faced in commodity trading. It explores the growth and expansion of Sucafina, the investment in real assets, financing, market volatility, and risk management. Additionally, it discusses the importance of communication and crisis management in the industry. The conversation covers the optimization of internal meetings for productivity, the transferable skills from trading to business operations, and the potential for vertical integration in the coffee industry. It also highlights the challenges of communication in a digital workspace and the impact of high prices on market liquidity.</p><p></p><p>Takeaways</p><ul><li>Coffee industry growth</li><li>Challenges in commodity trading</li><li>Communication and crisis management Internal meetings reduced for productivity</li><li>Communication challenges in a digital workspace</li></ul><p></p>no00:52:24A conversation with Dave Behrends, Managing Partner at Sucafinafull<![CDATA[A conversation with Mark Allen, CEO of Thera Capital]]>In our first episode with a guest, we speak with Mark Allen, CEO of Thera Capital Management, an Australian non-bank lender focused on food and agricultural production. We discuss Mark's background in agriculture and commodities, the industry landscape in Australia and what lessons from operating in a trading environment can be useful in other industries.

]]>e8ffab04-6c36-4d80-8f8d-35790e1b133aMon, 02 Feb 2026 02:51:36 GMT<p>In our first episode with a guest, we speak with Mark Allen, CEO of Thera Capital Management, an Australian non-bank lender focused on food and agricultural production. We discuss Mark's background in agriculture and commodities, the industry landscape in Australia and what lessons from operating in a trading environment can be useful in other industries.</p>no00:33:352A conversation with Mark Allen, CEO of Thera Capitalfull<![CDATA[An Introduction to the team behind GSX Commodities]]>On the first episode of the GSX Podcast, myself and John Watson discuss who we are, our careers to date and the opportunities in the commodity industry.

]]>5d7dc3c4-b6a2-436c-ba1a-0c78d9935c32Mon, 02 Feb 2026 01:59:59 GMT<p>On the first episode of the GSX Podcast, myself and John Watson discuss who we are, our careers to date and the opportunities in the commodity industry.</p><p></p>no00:40:321An Introduction to the team behind GSX Commoditiesfull