Exploring capital allocation, business strategy, and the forces shaping enterprise across industries—from manufacturing and energy to infrastructure and beyond.
The Game of Capital is a podcast for executives, investors, and operators who think in decades, not quarters. We explore how capital allocation decisions shape industries and create enduring value.
Beyond the tech echo chamber—into manufacturing floors, energy grids, and infrastructure projects where billions are deployed and real economies are built.
Deep dives into manufacturing, energy, infrastructure, and other sectors where capital allocation decisions drive long-term value.
Analysis of how leading enterprises compete, grow, and sustain advantages in complex, capital-heavy markets.
Conversations with leaders who deploy capital at scale—CFOs, operators, and investors shaping industries.
Understanding the forces—regulatory, economic, and technological—that transform how capital flows.
Keith's story as a founder, an investor, and now an operator. In 2020, he became convinced that venture capital was broken and pivoted hard into the lower middle market. Now he's betting everything on a multi-billion dollar clean tech project that doesn't follow the typical VC playbook, and that's exactly why it might work.
Sergio's story isn't just about data. It's about a founder who spent 15+ years in SaaS, got rejected by venture capital, and quietly became cashflow positive by doing the one thing most founders forget: focusing on the customer.
An unfiltered story of what really means to build, compete, and survive as a founder, in a closed market, under geopolitical pressure, racing head-to-head for the number one spot, and landing second.
Join executives and investors who rely on The Game of Capital for insights on capital allocation, business strategy, and industry dynamics.