Investing in Sustainability: Balancing Returns and Innovation

In this episode,

is joined by

and Enrique Molina from

to explore how capital can be deployed with purpose to accelerate the circular economy. From personal stories to portfolio-level insight, this conversation shows how values-based investing can be compatible with venture returns.

and

unpack the urgency of systems change, how storytelling shapes capital flows, and why they believe Europe’s sustainability movement is at a critical inflection point, despite the headwinds.

Here’s what’s covered:

• 02:18 Qi Impact Capital’s Holistic Investment Thesis
• 03:27 Guenther’s Journey: From PwC to Circularity Champion
• 05:34 Why Capital is the Catalyst for Circular Innovation
• 06:37 Narratives, Regulation & the Sustainability Backlash
• 08:50 Storytelling, Identity & Investment Decision-Making
• 13:30 What ‘Conscious Capital’ Really Means
• 17:17 Case Studies: OceanSafe, Vital & ID Genève
• 22:53 Designing Products for Reusability & Impact
• 25:41 The Financial Returns Behind Circular Success
• 29:45 Tensions in Consumer Behavior: Circular vs. Fast Fashion