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The S2G PodcastAuthor: S2G Investments
This is the S2G Podcast, where we talk to business leaders, investors, policymakers, and thought leaders who have a transformative vision for the future. Well explore how their experiences and perspectives offer lessons into scaling the food, agriculture, oceans, and energy transitions. Language: en Genres: Business, Entrepreneurship, Investing Contact email: Get it Feed URL: Get it iTunes ID: Get it Trailer: |
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Financing Reality with Sanjeev Krishnan
Episode 13
Thursday, 4 June, 2026
The old playbook built on cheap capital, globalization, and asset-light software is breaking down, and Sanjeev Krishnan thinks most investors haven't fully registered what may come next. In this episode, fresh off S2G's ninth annual Summit and the close of Solutions Fund I at $1B, Tonya Bakritzes sits down with Sanjeev to unpack the five secular forces he believes are reshaping the global economy right now: AI, geopolitical multipolarity, an uncertain price of money, entropy, and demographic aging. He makes the case that the real opportunity isn't in betting on what's already obvious, but in financing the gap between an emerging economic reality and the financial infrastructure that doesn't yet exist to serve it. Sanjeev shares what it actually took to close a fund in one of the hardest fundraising environments in recent memory, what he learned from the market builders on stage at Summit, and why the interlinkages between these five forces may matter more than any one of them in isolation. If you're an asset allocator, entrepreneur, or just trying to understand where the next decade of returns will actually come from, this one is worth your full attention.Chapters: 2:20 — The Financing Reality Report5:00 — The 1970s Playbook: Four Forces That Shaped the Last Era7:10 — The Five Secular Forces Defining Today11:10 — The Most Underestimated Forces: Aging & Price of Money13:40 — Why the Old Playbook Is Breaking Down17:50 — Early Market Signals & the Case for Diversifiers21:30 — S2G's Three-Pronged Approach: Growth Equity, Structured Finance & Bespoke Funds25:30 — Closing the Solutions Fund in the Hardest Fundraising Environment28:30 — Summit Takeaways 34:50 — Building for an Emerging RealityThis 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 purposes and should not be construed as an endorsement of any kind. S2G holds positions in the companies referenced, but this podcast is for information purposes only and is not intended to promote any such company. All views of the guests on this podcast are solely their opinions and do not reflect the opinions of S2G. Any past performance discussed is not indicative of future results. The views expressed herein are opinions based on certain assumptions and subject to change. For more important information, please see s2ginvestments.com/disclosures.
