
In this latest episode, GSFM CEO Damien McIntyre chats to Tim Carleton, CIO at Auscap Asset Management. In the run-up to the reporting season, Tim and Damien discuss the short- and long-term outlook for Australian equities, with particular emphasis o... more
In this latest episode, GSFM CEO Damien McIntyre chats to Geof Marshall, head of private markets for CI Global Asset Management. Together, they discuss private markets: the growth, the trends and what's in it for investors.
In this latest drop, GSFM CEO Damien McIntyre chats to Peter Szekely, MD of Tanarra Credit Partners. In this episode, they break down the latest trends shaking up private credit. They dive into whether the recent US tech and SaaS market fallout is sp... more
In this episode, CEO Damien McIntyre is in conversation with two investment professionals from fixed income specialist Payden & Rygel. Eric Souders (managing director and portfolio manager) and Nigel Jenkins (managing director and strategist) share t... more
In this episode, CEO Damien McIntyre is in conversation with Tanarra Credit Partners’ managing director Peter Szekely. The Australian private credit market has matured into a $225 billion asset class but is also facing increased regulatory scrutiny a... more
We kick off in 2026 with a conversation between GSFM's CEO Damien McIntyre and investment strategist Stephen Miller. As a long-time bond man, Steve’s a regular commentator on markets, economics and importantly, rates: that’s why this podcast was reco... more
This final episode for 2025 has CEO Damien McIntyre in conversation with Tim Carleton, founder and CIO at Auscap Asset Management. They discuss the Australian equity market, the investment case for actively managed mid-cap stocks and their role in cl... more
In this episode, GSFM's CEO Damien McIntyre goes 'inside the vault' with TD Epoch's managing director and portfolio manager Kera Van Valen. They discuss Epoch's shareholder yield strategy, its lower than market volatility and how its expected to fare... more
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The program centers on practical investment concepts and portfolio implications for financial advisers and their clients, with a steady stream of guests from asset management and research roles. Episodes frequently explore private markets, fixed income, global macro themes, climate-focused investing, and equity strategies, often grounding discussions in portfolio construction, risk management, and real-world manager approaches. A notable strength is the mix of practitioner hosts and practitioners from CI Global Asset Management, Munro Partners, Epoch, Auscap, and other established firms, which tends to yield concrete examples, portfolio mechanics, and takeaways that advisers can translate to client conversations. The show's strength lies in... more
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These podcasts share a similar audience with GSFM Conversations:
1. The Rules of Investing
2. The Fin
3. All-In with Chamath, Jason, Sacks & Friedberg
4. Eye On The Market
5. ABC Business Daily
GSFM Conversations launched 5 years ago and published 37 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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Recent guests on GSFM Conversations include:
1. Geof Marshall
2. Jeff Marshall
3. Peter Szekely
4. Eric Souders
5. Nigel Jenkins
6. Stephen Miller
7. Tim Carleton
8. Kera Van Valen
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