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Conversations at GFI

Listen to the GFI investment team as they share their perspectives, experiences and expertise on a variety of different topics and gain a deeper understanding of how we think about investing, risk, and decision-making strategies that drive our investment process.

Listen to our episodes here

Episode Seven | May 22, 2024

Traits of a Good Investor, Incentives Driving Results, Fall of TV Advertising

Episode Six | April 29, 2024

Tesla Outlook, Biohacking Trend, Geographical Diversification

Episode Five | April 12, 2024

What Can Go Wrong With Indexing?, Companies Providing Quarterly Guidance, Investing Lessons From COVID-19

Episode Four | March 28, 2024

Adoption Of New Technology, Commingling Of Investors And Operations, Why Do Investors Try To Make Macro Predictions?

Episode Three | March 15, 2024

Lessons From Charlie Munger, Railroads and Utilities, Capital Allocation

Episode Two | March 5, 2024

Commodity Stocks, Businesses We Love But Passed On, How A.I. Impacts Our Investing

Episode One | February 12, 2024

Avoiding Permanent Impairment, Gripes With Alternative Assets, Is ESG Investing Dead?


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Any superiority an investment process may have will only emerge with time, so patience is important.