Shows / The S2G Podcast
The S2G Podcast
This is the S2G Podcast, where we talk to business leaders, investors, policymakers, and thought leaders who have a transformative vision for the future. We’ll explore how their experiences and perspectives offer lessons into scaling the food, agriculture, oceans, and energy transitions.
Episodes
The S2G PodcastOcean Intelligence: Where Climate and Security Converge
For years, S2G has backed ocean monitoring for its impact on climate, fisheries, and ocean health, but rising geopolitical tensions have made it a national…
The S2G PodcastWho Holds the Risk in AI Infrastructure?
Capital is flowing into AI infrastructure at an unprecedented scale, but investors are not sharing risk equally. In both chips and data center financing…
The S2G PodcastRebuilding American Agriculture Around Profit Instead of Yield
American agriculture has never been more productive, yet the system supporting it has become increasingly fragile. Farmers can produce extraordinary yields and…
The S2G PodcastRethinking Energy Security and What the World Got Wrong on Hormuz
Omran Al-Kuwari has been counting: September 16th marks 200 days since the Strait of Hormuz was closed, and there's still no fallback plan. As he puts it, a…
The S2G PodcastEnergy Empire: The Nurse Who Built a $400 Million Generator Company
Concerts, construction sites, and data centers waiting on the grid all run on temporary power. That means a generator big enough for the rare occasions the…
The S2G PodcastCan Europe Remain the Protagonist of its Future with Bruno Le Maire
The longest-serving finance minister in modern French history thinks Europe's problem isn't talent, money, or ideas. It's that Europe can no longer make…
The S2G PodcastWhat Biotech Can Teach Us About Long Duration Investing
Every investor in long-duration, capital-intensive sectors eventually faces the same question: what do you do when the exit markets close and your companies…
The S2G PodcastThe Riches in the Niches: Financing the Long Tail of the Real Economy
At S2G, we believe the best returns over the next 30 years won't come from crowded deals, but from building the financial infrastructure for businesses that…
The S2G PodcastTurning Soil into Agriculture's Next Frontier with EarthOptics
Farmers today are in a tough spot. With input costs climbing and crop prices falling, many farm businesses are barely breaking even, yet they still have very…
The S2G PodcastNavigating Progress and Backlash with Fareed Zakaria
Big change only happens when someone tells a story people can believe in, and few people tell stories about the world better than Fareed Zakaria, bestselling…
The S2G PodcastThe Illusion of Crowds with Francis O’Sullivan
On paper, capital is pouring into the energy transition. But where is it actually going? In this episode, Sanjeev Krishnan sits down with S2G Managing Director…
The S2G PodcastFinancing 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…
The S2G PodcastHow Sofar Ocean is Reshaping Weather Prediction and Shipping
When a ship needs to reroute around the Strait of Hormuz, when forecasters try to predict short and long-term weather, or when scientists model the impacts of…
The S2G PodcastThe Overlooked Diversifier: A New Playbook for American Farmland
American farming is under real pressure. The closure of the Strait of Hormuz has sent synthetic fertilizer prices spiking, and 70% of US farmers say they can't…
The S2G PodcastThe Case for Automating American Factories With Formic
This episode will change the way you see American manufacturing and showcase why it's both more vulnerable and more adaptable than you may think. Saman Farid…
The S2G PodcastThe Global Energy Order Has Changed. Now What?
Gas prices at the pump are just the beginning of what the war with Iran means for global energy. In this episode, Sanjeev Krishnan sits down with S2G's energy…
The S2G PodcastThe Business Case for Sustainability: Lessons from 20 Years at Mars
For large corporations, sustainability sits at the intersection of long-term strategic necessity and short-term financial pressure, and most companies are…
The S2G PodcastHow to Build Intelligent, Flexible Manufacturing with Sojo
We are at an inflection point in manufacturing where artificial intelligence, robotics, and data are converging to fundamentally change what's possible in the…
The S2G PodcastCutting Through the Noise of a Changing World with Gayle Tzemach Lemmon
In this episode, Gayle Tzemach Lemmon joins Sanjeev Krishnan for a conversation about resilience and opportunity in a world defined by volatility. Gayle brings…
The S2G PodcastThe Food as Health Solution Set
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…
The S2G PodcastThe Price of Transportation in an Electrifying World
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…
The S2G PodcastHealthcare Costs Keep Rising. Food Could Be a Fix.
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…
The S2G PodcastS2G's Managing Partners Predict a Year of Complexity and Opportunity
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…
- The S2G Podcast
Introducing Season 3
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…
The S2G Podcast“Everybody in the Pool’: Cleaning Up the Textiles Industry With Matter Filters
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…
The S2G PodcastHow AI for Agriculture Can Outsmart Volatility
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…
The S2G PodcastFood Security Is National Security: Agriculture Policy for a New Era
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…
The S2G PodcastEnergy Affordability and Fit-for-Purpose Capital with Jigar Shah
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…
The S2G PodcastReshaping Water Efficiency Across Sectors with Moleaer
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…
The S2G PodcastBuilding S2G Investments with Aaron Rudberg
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…
The S2G PodcastThe Price of Money, AI, and Entropy with Dimitris Valatsas
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…
The S2G PodcastExtreme Weather and the Future of Forecasting
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…
The S2G PodcastMapping Geopolitical Megatrends with Parag Khanna
In this episode, Parag Khanna, founder and CEO of AlphaGeo and a leading geopolitical thinker, joins S2G managing partner Sanjeev Krishnan for an expansive…
The S2G PodcastThe Future of Protein Through a Cross-Sector Lens
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…
The S2G PodcastDecoding China with Damien Ma
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…
The S2G PodcastPowering Utility Resilience with Urbint
In this “The Pitch” style episode we dive into how Urbint is transforming utility resilience with AI-powered solutions for storm response, damage prevention…
The S2G PodcastNavigating the Age of Adaptation with Sanjeev Krishnan
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…
The S2G PodcastHow to Build a Proactive, Personalized, and Resilient Healthcare System with Dr. Jeff Bland
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…
The S2G PodcastBeyond the Hype: A Business Leader’s Guide to AI with Justin Massa
If you are a business leader trying to get past AI chatter and buzzwords, this episode will help you cut through the noise. Chuck Templeton sits down with…
The S2G PodcastThe Power of Possibility with Ayana Elizabeth Johnson
In this “The Experts” episode, Chuck Templeton sits down with Ayana Elizabeth Johnson, marine biologist, policy expert, author, and climate visionary. They…
The S2G PodcastTurning Food Waste into Customer Savings and Retailer Profit with Flashfood
In this episode of the S2G podcast, Chuck Templeton sits down with Jordan Schenck, the newly appointed CEO of Flashfood, to discuss the company’s…
The S2G PodcastSeth Goldman on Brewing Successful Food Brands with Trust, Transparency, and Fun
Over the last three decades in the natural foods business, Seth Goldman has launched category-defining brands, navigated major acquisitions, scaled…
The S2G PodcastMaking Lawn Care Empowering, Enjoyable, and Toxin-Free with Sunday
To kick off Season Two and introduce one of our new formats—The Pitch—Chuck Templeton sat down with Coulter Lewis, founder and CEO of Sunday, just in time for…
- The S2G Podcast
Introducing Season 2
Welcome back to the S2G Podcast! The podcast will still feature in-depth insights into the food and agriculture, oceans, and energy sectors but with a fresh…
The S2G Podcast2025 Trends in Natural Foods with SPINS and KeHE
If you are a retailer, CPG company, entrepreneur, investor, or just interested in the natural food space, we have a sugar-free, plant-based, adaptogen-rich…
The S2G PodcastA Pragmatic Guide to a Better Food System with Sam Kass
How to describe Sam Kass? He’s a Michelin-star restaurant-trained chef, a White House Senior Policy Advisor, an investor, an author, and that’s just the…
The S2G PodcastStorytelling As a Tool For Change With Kaitlin Yarnall
When the world seems so deeply divided, how can we step across barriers and preconceived notions to build avenues for conversation and collaboration? In this…
The S2G PodcastNot-So-Scary Halloween Stories: How AI Is Powering Innovation Across Sectors
What do bioactives, aquaculture operations, and warehouses have in common? They can all be powered by AI. In honor of spooky season, we’re taking you on a…
The S2G PodcastWhat Makes or Breaks Corporate Innovation Efforts?
In this episode, we’re digging into successful strategies for corporate innovation with Audre Kapacinskas, Principal of Corporate Development at S2G, and Ryan…
The S2G PodcastGetting EV Charging Infrastructure into Gear with Frank Reig of Revel
Many cities, such as San Francisco and New York, are passing policies to accelerate the transition to electric vehicles. However, one of the biggest challenges…
The S2G PodcastWhy We Need a Climate Finance Relay Race
This week we launched a report called The Climate Finance Relay Race. It explores how asset owners are navigating climate investment and their rationale for…
The S2G PodcastPioneering Natural Foods with Katlin Smith of Simple Mills
What if we can have it all? According to Katlin Smith, Founder and CEO of Simple Mills, eating in a way that’s healthy for our bodies and the planet shouldn’t…
The S2G PodcastWeeding Out Herbicide Inefficiency with Sentera
If you’re looking for insights into developing a go-to-market strategy, this episode is for you. Chuck Templeton sits down with the team at Sentera, a company…
The S2G PodcastClosing the Loop on Clean Energy
The rapid growth of reshored manufacturing, AI data centers, industrial decarbonization technologies, and electric vehicles are driving unprecedented demand…
The S2G PodcastA Four Ingredient Recipe for the Transition
In this episode, S2G’s Managing Partner Sanjeev Krishnan and Jessica Murphy, VP of Community, delve into the key drivers of change within complex sectors like…
The S2G PodcastThe Evolving Role of Nutrition in Healthcare
In this episode, we are sharing a panel on “Nutrition at the Forefront of Health” from the S2G summit. Matt Walker, Managing Director on S2G’s Food &…
The S2G PodcastDiving into the Future of Ocean Intelligence
In this episode, we’re exploring the pivotal role of data to not only protect our ocean but to better leverage its immense potential to foster climate…
The S2G PodcastExploring the Paths to Maritime Decarbonization
In this episode we are sharing a panel from the S2G summit moderated by Kate Danaher, Oceans Managing Director at S2G. Jason Giffen from the Port of San Diego…
The S2G PodcastBecoming a Category King with the Play Bigger Team
In this episode, Chuck Templeton sits down with Jason Wellcome and Mike Bruno, advisors at Play Bigger, to discuss the methodology behind category design. The…
The S2G PodcastAdapting to the Future of Work with Rishad Tobaccowala
In this episode, Rishad Tobaccowala, former Chief Growth Officer at Publicis Groupe, and current author, speaker, advisor, and host of the What Next? podcast…