In this episode, Gayle Tzemach Lemmon joins Sanjeev Krishnan for a conversation about resilience and opportunity in a world defined by volatility. Gayle brings a rare breadth of experience as a builder, early-stage advisor, PE portfolio strategist, foreign policy veteran, former political reporter, investor, and three-time New York Times best-selling author on geopolitical topics, with a front-row seat to multiple moments of global transition. Together, they dig into Gayle’s idea of a “triangle of opportunity” at the intersection of energy, artificial intelligence, and geopolitics, and why those forces are increasingly shaping how societies and economies evolve. They also talk about how to separate signal from noise in today’s policy landscape and what business leaders can learn from entrepreneurs operating in the most fragile and constrained environments. It’s a grounded, clear-eyed conversation about how to think, communicate, and build when the rules are constantly changing. Key Takeaways: Economics and politics can’t be separated anymore. Gayle explains how political forces quietly shape markets, capital flows, and business outcomes, whether leaders want to admit it or not. She argues this is a moment of rising political corners and borders.Fairness has become a defining theme of this era. From labor to capital markets, Sanjeev and Gayle discuss why perceptions of who benefits and who doesn’t are influencing trust, policy, and long-term stability. Homogeneous thinking is a real business risk in periods of rapid change. Gayle argues that value is increasingly created by people who can move across disciplines and see congruities that others may miss.AI, energy, and geopolitics are tightly linked. Sanjeev and Gayle explore how each of these forces shapes the others, and decisions in one area increasingly ripple and resonate across the rest in sometimes unpredictable ways.Clear, genuine storytelling is no longer optional. According to Gayle, in a crowded, noisy investment landscape, leaders and companies that can communicate simply and authentically are more likely to earn trust and endure.You can purchase Gayle’s first book, “The Dressmaker of Khair Khana,” referenced in this episode here: https://www.amazon.com/Dressmaker-Khair-Khana-Remarkable-Everything/dp/0061732478 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 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.
