The GSX Podcast

Henry Walsh
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Hosted 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.

Episodes

  1. 3D AGO

    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.

    1h 10m

  2. FEB 10

    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 growthChallenges in commodity tradingCommunication and crisis management Internal meetings reduced for productivityCommunication challenges in a digital workspace

    52 min

  3. FEB 2

    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.

    34 min

  4. FEB 2

    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.

    41 min
  • 4 Episodes

About

Hosted 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.

Information

  • Creator
    Henry Walsh
  • Years Active
    2K
  • Episodes
    4
  • Rating
    Clean
  • Copyright
    © 2025 Henry Walsh
  • Show Website
    The GSX Podcast