The GSX Podcast

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.

The GSX Podcast is a business podcast hosted by Henry Walsh, with 7 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Henry Walsh hosts The GSX Podcast, a business show with 7 episodes published.

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  Episode #7

  Susan Stroud on Biofuels, Grain Markets & Global Trade Flows

  Jun 3, 202643 minS1

  <p>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.<br /></p><p>The discussion explores the evolution of U.S. grain logistics, the growing importance of biofuel policy, changing global trade flows, and how renewable diesel demand is reshaping soybean oil, canola, and meal markets worldwide.</p><p></p><p>Susan also shares insights into:</p>The competitive dynamics of the St. Louis grain...

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  Episode #6

  Renewable Fuels and Energy Security: A Conversation with Henri-Jean Bardon

  May 18, 202652 minS1

  <p>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 shaped the renewable fuels industry, from the original US ethanol mandates through to today’s debates around carbon intensity and supply chain resilience.<br /><br />This episode explores why Australia risks falling behind in renewable fuels despite strong agricultural feedstocks, the growing importance of...

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  Episode #5

  Investing in water. A conversation with Kim Morison, Chairman, Argyle Capital Partners

  Mar 24, 20261h 8mS1

  <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>

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  Episode #4

  A conversation with Mike Coleman, veteran commodity trader and investor

  Feb 16, 20261h 10mS1

  <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>

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  The GSX Podcast

  A conversation with Dave Behrends, Managing Partner at Sucafina

  Feb 9, 202652 minS0

  <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...

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