The GSX Podcast

In this episode of the GSX Podcast, Henry Walsh speaks with Susan Stroud, founder of No Bull Ag , about her journey from working grain elevators along the Mississippi River to building one of the most respected independent agricultural intelligence platforms in the market today. The discussion explores the evolution of U.S. grain logistics, the growing importance of biofuel policy, changing global...

Henri-Jean Bardon, founder of Global Biodiesel , joins Henry Walsh to discuss the evolution of global biofuels markets, the rise of renewable diesel and sustainable aviation fuel, and the geopolitical importance of domestic energy security. Drawing on decades of experience across the US, Europe and Asia, Henri-Jean explains how policy settings, feedstock availability and investment incentives have...

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...

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 manag...

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 convers...

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.

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.