Financing Reality with Sanjeev Krishnan
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…
The skinny
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