The S2G Podcast

In this bonus episode, we’re bringing together seven CEOs across the S2G portfolio to explore what it actually looks like to make food as health a reality within the U.S. healthcare system. In a previous episode, we focused on the obstacles and investor opportunity, so this week we’re steering the conversation to the solutions already being built and tested in the market.

Across clinical nutrition, oncology, care coordination, meal ...

Electric vehicles have become a bit of a cultural lightning rod, but behind the headlines, there’s a lot to be excited about. In this episode, Sanjeev sits down with Mitra CEO Galina Russell, S2G Principal Marisa Sweeney, and Clean Tech Strategy Advisors’ Managing Partner Anna Demeo to talk about the state of the EV market and where the opportunities lie today. Mitra, a recent investment from S2G’s Special Opportunities team, helps...

If diet is a major driver of chronic disease, and chronic disease is driving healthcare costs, why are our food and healthcare systems still so separate? And what would change if they weren’t? In this episode, S2G’s Sanjeev Krishnan and Dan Ripma use our new Food as Health white paper as a jumping-off point to unpack what “food as health” really means and why a system that keeps getting more expensive without making people healthie...

What if the biggest risk right now isn’t getting the answers wrong, but asking the wrong questions? In our Season 3 kickoff, all three S2G Managing Partners come together to unpack a moment defined by volatility, AI acceleration, geopolitics, and a rising cost of capital. They explore why constraints are no longer a weakness but a competitive advantage, and how affordability, resilience, and execution matter more than hype. From pr...

We're back! Season 3 kicks off January 15th. 

This content is for informational purposes only, should not be taken as legal, business, tax or investment advice, or be used to evaluate any investment or security, and is not directed at any investor or potential investor in any investment vehicle sponsored by S2G. Investing involves risk, including the risk of loss. Specific companies mentioned in this podcast are for educational...

In this special episode-share, we team up with Everybody in the Pool to spotlight the urgent and fast-growing challenge of microplastic pollution and the breakthrough filtration technology designed to tackle it at scale. Longtime tech and business journalist Molly Wood speaks with Adam Root, Matter’s founder and CEO, about how microfibers from everyday laundry to industrial textile production have become one of the largest sources ...

Food prices keep climbing. Farmers are facing shrinking profit margins. Can AI really fix both, or is it just another Silicon Valley hype cycle? With all the talk about an “AI bubble,” we bring you a conversation about how AI is already shaping farm viability today and what it could mean for your grocery bill tomorrow.

In this episode of the S2G Podcast, Chuck Templeton sits down with Shail Khiyara, CEO of decision-intelligence comp...

The Farm Bill, our country’s cornerstone for farm and nutrition policy, has long been a rare beacon of bipartisan success. But the recent deal to reopen the government quietly tacked on yet another extension of the 2018 Farm Bill that has had a series of extensions since 2023. So the question is: are we watching the end of big bipartisan legislation? Or is it time to rethink the playbook entirely, bringing in new stakeholders and c...

When voters went to the polls last week, one issue rose above the rest: the cost of keeping the lights on. Candidates promising lower energy bills swept key races, signaling that affordability has become a defining political and economic concern. But throughout his career spanning entrepreneurship, policy, and finance, Jigar Shah has consistently argued that affordability and efficiency must be at the heart of the energy transition...

What if the future of water efficiency depended on something you can’t even see? In this “The Pitch” style episode, Chuck Templeton sits down with Nick Dyner, CEO of Moleaer, to unpack how nanobubbles, gas particles a thousand times smaller than a human hair, are quietly changing the way industries use and think about water. From fish farms to greenhouses and even chemical-free spas, Moleaer’s technology is improving water efficien...

In this episode, we sit down with our Managing Partner, Aaron Rudberg, to dig into his journey and the lessons that have shaped S2G’s growth. Aaron walks us through his path from venture associate to entrepreneur to limited partner to managing partner, and how those experiences influence the way he leads, builds culture, and approaches investing today. He discusses how purpose-driven investing has evolved over the last decade, what...

In this episode, Dimitris Valatsas, Founding Partner at Aurora Macro Strategies, makes the case that you shouldn’t be sleeping on macroeconomics. In the Age of Adaptation, macroeconomics is a powerful force shaping business and investment outcomes, driving the cost of capital, the flow of money, and how sectors respond to shocks. Sanjeev Krishnan sits down with Dimitris to unpack three key macro topics: the price of money, the pric...

From crop yields to power grids to shipping routes, weather is no longer background noise. It’s reshaping how companies manage risk, plan operations, and capture opportunity. In this episode, Sanjeev Krishnan talks with Cristina Rohr, Bala Nagarajan, and Kate Danaher about how shifting weather patterns are impacting food supply, energy markets, and global trade and how we’re moving from a reactive damage control model to proactive ...

In this episode, Parag Khanna, founder and CEO of AlphaGeo and a leading geopolitical thinker, joins S2G managing partner Sanjeev Krishnan for an expansive conversation about the structural forces reshaping our world. Drawing on decades of research and first-hand experience, Parag explores how geopolitics is not an aberrational disruption but a constant, foundational reality shaping markets, supply chains, and investment strategies...

When it comes to the future of protein, the stakes are pretty high. Protein sits at the center of the global food challenge, and innovating how we produce it is the key to sustainably feeding a growing population. Protein is also a massive, fast-evolving market where innovation and adaptation will drive the next wave of value creation. In our first “the seams” style episode of this season, S2G managing directors Matt Walker (Food &...

In this “The Experts” episode, Sanjeev Krishnan sits down with Damien Ma, founder of MacroPolo, to explore how China’s evolution from a manufacturing hub to a tech and industrial powerhouse may reshape global markets. They trace the arc from pre-Olympic optimism to today’s era of strategic competition, unpacking how China leveraged industrial policy, second mover advantage, and massive infrastructure investments to rapidly advance ...

In this “The Pitch” style episode we dive into how Urbint is transforming utility resilience with AI-powered solutions for storm response, damage prevention, and worker safety. Founder and CEO Corey Capasso joins S2G’s Chuck Templeton and Bala Nagarajan to discuss why utilities, which are facing numerous challenges from aging infrastructure to extreme weather and workforce turnover, need smarter, faster, and more adaptable solution...

In this episode of the S2G Podcast, Sanjeev Krishnan, Managing Partner at S2G, chats with Tonya Bakritzes, CMO at S2G, about why we’ve entered the Age of Adaptation—an era defined by volatility and disruption as well as immense opportunity. 

From climate change and AI to geopolitical shifts and rising capital costs, Sanjeev breaks down the four forces reshaping markets and what it will take to build companies that don’t just survive...

In this episode, Dan Ripma, Vice President on the food and agriculture team at S2G, sits down with Dr. Jeff Bland, biochemist, entrepreneur, and educator who is also widely regarded as the “father of functional medicine,” to explore the past, present, and future of the medical industry. Jeff shares his five-decade journey, from pioneering vitamin E research and leading Metagenics to launching the Institute for Functional Medicine a...