PODCAST · business
GSFM Conversations
by GSFM
GSFM Conversations is a podcast from GSFM in which it explores themes and discusses insights with its investment partners.
Episodes
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Conversations | Symposium 2026 The Wrap
In this episode, GSFM Investment Strategist Stephen Miller joins Ben Williams (Head of Retail Business) to unpack the key highlights from our Brisbane, Sydney, and Melbourne Investment Symposiums. Tune in for Stephen's sharp takeaways and what they signal for modern portfolio construction.
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Conversations | The Long View, episode 6
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 on Tim’s preferred sector – Aussie mid-caps.
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Conversations | The Long View, episode 5
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.
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Conversations | The Long View, episode 4
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 spilling over into Australia, unpack how rising...
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Conversations | The Long View, Episode 3
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 their insights into the global bifurcated…
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Conversations | The Long View, Episode 2
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 and the headwinds of rising interest rates. If...
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Conversations | The Long View, Episode 1
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 recorded shortly after February’s RBA rate...
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Conversations| Inside the Vault with Tim Carleton
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 client portfolios.
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Conversations | Inside the Vault with Kera Van Valen
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 in this more challenging economic environment.
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Conversations | Investment Symposium Wrap with Stephen Miller
In this episode of Conversations, investment strategist Stephen Miller and CEO Damien McIntyre discuss the major themes that emerged from GSFM's recent Investment Symposium. They also canvas central bank positioning and consider the RBA's next (and imminent) move.
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Conversations | Inside the vault with Mike Harut
This episode has GSFM CEO Damien McIntyre behind the microphone with Mike Harut. Mike is Munro Partners' responsible investment manager and is responsible for the integration of ESG across its portfolios. Mike also has a major role with the firms Climate Change Leaders strategy. Together, Damo…
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Conversations | Inside the Vault with Kieran Moore, July 2025
GSFM's CEO Damien McIntyre sat down with Munro Partners' portfolio manager Kieran Moore to discuss markets and global growth investing. Not surprisingly, AI continues to dominate conversations, but there are other Areas of Interest on team Munro's radar as it closely watches several key factors...
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Conversations: Insight the Vault, June 2025
In this episode of Conversations, veteran Asian equities investor Andrew Swan joins GSFM's CEO Damien McIntyre to discuss the state of play in Asian markets. Their conversation spans tariffs, rates, the impact of a falling USD and increased consumerism. A great listen for anyone with interest in...
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Conversations: On Stage with Bill Priest and Kera Van Valen from Epoch Investment Partners, May 2025
GSFM hosted Bill Priest and Kera Van Valen from Epoch Investment Partners at a lunch event at the Sofitel Melbourne on Collins on 13 May 2025. This event was part of a series which also took place in Adelaide and Sydney. We hope you enjoy the podcast and find the content valuable. The information...
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Conversations Inside the Vault | Episode three
It’s been a wild ride for financial markets and it seemed timely to bring GSFM’s investment strategist Stephen Miller back to the microphone. Steve has been penning opinion pieces for the AFR and speaking to media far and wide about ‘Liberation Day’, the turmoil unleashed by the Trump...
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Conversations: Inside the Vault, Episode 2
This episode is focused on private credit and features Tanarra Credit Partners’ Peter Szekely in conversation with our CEO Damien McIntyre. Peter will discuss the outlook for private credit in the year ahead and the benefits of diversifying into a non-property exposed private credit strategy.
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Conversations: Ep 1 2025 - Macro-economic themes and the year ahead
In this first episode of GSFM's Conversations for 2025, investment strategist Stephen Miller and CEO Damien McIntyre examine the issues of the day and discuss how they might impact the investment environment across 2025.
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Conversations: Global Growth 'SMIDs'
In this episode, GSFM's CEO Damien McIntyre chats with Qiao Ma, lead portfolio manager of the Munro Global Growth Small & Midcap Fund. Their conversation dives into the world of global small and mid cap companies and Munro's Areas of Interest, which drive stock selection across the market cap...
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Conversations: On Stage with Nick Griffin, Qiao Ma and James Tsidnidis from Munro Partners, March 2024
GSFM hosted Nick Griffin, Qiao Ma and James Tsinidis from Munro Partners at a lunch event at the Sofitel Melbourne on Collins on 20 March 2024. This event was part of a national series which also took place in Brisbane, Sydney, Adelaide and Perth. We hope you enjoy the podcast and find the…
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Conversations: Back to Basics, Episode 3 with Nigel Jenkins from Payden & Rygel
GSFM's Damien McIntyre has a great conversation with Payden & Rygel's Nigel Jenkins. Having worked in fixed income markets for over 35 years, Nigel is well placed to answer the big questions...are bonds back and what is the outlook for fixed income in 2024?
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Conversations: Back to Basics, Episode 2 with Kevin Hebner from Epoch
This second episode sees CEO Damien McIntyre in conversation with TD Epoch's investment strategist Kevin Hebner. Together they discuss the macro issues and themes most likely to impact markets in 2024 - and yes, AI is definitely one of those themes!
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Conversations: Back to Basics, Episode1 with Stephen Miller from GSFM
In the first episode for 2024, GSFM's investment strategist Stephen Miller and CEO Damien McIntyre discuss the year ahead and, specifically, the macro and structural themes likely to effect markets and investors.
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Conversations: Silver Linings, Episode 9 with Ed Cole from Man GLG
In this episode, Man GLG's Ed Cole joins CEO Damien McIntyre to talk about the global macro environment and how it is affecting financial markets.
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Conversations: Silver Linings, Episode 8 with Andrew Swan, Man GLG
In this latest episode, GSFM's CEO Damien McIntyre chats about investing in Asia with Man GLG's Andrew Swan, who has spent the last 20 years investing in the region. Andrew shares his insights and perspectives on the region and explains the differences between investing in Asia and more broadly…
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Conversations: Silver Linings, Episode 7 with Simon Brown from Tribeca Investment Partners
In this episode, Tribeca's small cap manager Simon Brown joins CEO Damien McIntyre to talk about the Australian market and small and mid cap stocks and sectors in particular. Hear how the sector fared in the recent reporting season, coming off the back of a challenging year for smaller companies...
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Conversations: On Stage with Nick Griffin and Qiao Ma from Munro Partners, August 2023
In this podcast, we bring you a presentation delivered by two global growth equities specialists from Munro Partners: CIO Nick Griffin and portfolio manager Qiao Ma. This episode was recorded in Melbourne on 16 August 2023, the final event in the Global Growth roadshow. The information provided…
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Conversations: Silver Linings, Episode 6 with James Tsinidis from Munro Partners
In this episode, GSFM's CEO Damien McIntyre explores the investment opportunity presented by climate change and delves into the Munro Climate Change Leaders Fund with portfolio manager James Tsinidis.
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Conversations: Silver Lining, Episode 5 with Mike Harut from Munro Partners
GSFM's CEO Damien McIntyre sits down with Munro Partners' responsible investing manager Mike Harut. They discuss the benefits of incorporating ESG factors into company analysis, the role of responsible investing in the stewardship of capital and the importance of being fully transparent to...
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Conversations: Silver Lining, Episode 4 with Kieran Moore from Munro Partners
In this episode, GSFM's CEO Damien McIntyre chats with Munro Partners portfolio manager Kieran Moore. They discuss growth equities in the current environment and examine Munro's Areas of Interest.
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Conversations: Silver Linings, Episode 3 with Peter Szekely from Tanarra Credit Partners
In this episode, GSFM's CEO Damien McIntyre discusses all things private credit with Tanarra Credit Partner's Managing Partner Peter Szekely.
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Conversations: Silver Linings, Episode 2 with Jun Bei Liu from Tribeca Investment Partners
In this instalment, GSFM's CEO Damien McIntyre chats to Jun Bei Liu, lead portfolio manager of the $1.2 billion Tribeca Alpha Plus Fund. Jun Bei shares her insights on inflation, rates and recession - as well as the all important China re-opening - and what this means for the Aussie market and…
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Conversations: Silver Linings, Episode 1 with Stephen Miller from GSFM
In this first of a new series focused on 'silver linings, GSFM's CEO Damien McIntyre and investment strategist Stephen Miller discuss 2022 and the year ahead. Listen to find out where the silver linings might be!
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Episode 6: Dividends from Australian shares
Investing in corporate Australia provides a share of company profits in the form of a dividend, as well as the potential for capital growth. This episode examines the Aussie dividend landscape in light of rampant inflation and rising interest rates.
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Episode 5: Income from fixed interest investments
Despite rising inflation, there's a lot of good news for fixed income investors. Rates are improving and if, like Payden & Rygel, your manager has flexibility as to the fixed income asset classes where they can invest, there's a lot of income-generating opportunity in the market.
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Episode 4: Income in an inflationary environment
In this episode of Conversations, GSFM's CEO Damien McIntyre chats with investment strategist Stephen Miller. They discuss how inflation and rising interest rates will impact different asset classes and where investors might find income in such an environment.
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Episode 3: Income from global equities
In this episode of Conversations, GSFM's Damien McIntyre chats with John Tobin, portfolio manager with Epoch Investment Partners.
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Episode 2: Income from Australian equites
In this episode, GSFM CEO Damien McIntyre and Redpoint Investment Management's CEO Max Cappetta discuss the increased importance of Australian equities as a provider of income, particularly for retirees.
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Episode 1: Income
In this inaugural episode of Conversations - and the first in the Income Series - CEO Damien McIntyre and Investment Strategist Stephen Miller discuss the traditional sources of income, cash and bonds.
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Frequently Asked Questions
How many episodes does GSFM Conversations have?
GSFM Conversations currently has 38 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is GSFM Conversations about?
GSFM Conversations is a podcast from GSFM in which it explores themes and discusses insights with its investment partners.
How often does GSFM Conversations release new episodes?
GSFM Conversations has 38 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to GSFM Conversations?
You can listen to GSFM Conversations on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts GSFM Conversations?
GSFM Conversations is created and hosted by GSFM.
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