Voyager's thesis is that there are new levers to be pulled in things like food and agriculture, industrial, industrial infrastructure. And finally, that there's opportunity to make money in all of this within a realm of climate as a thesis. "I think the Voyager founding partners will be fantastic guests when you guess what I'm talking about," he says.
First up, J+M cover how to approach a market that's heating up during a downturn (1:42), before covering warrants. (25:07) Then, Voyager's Nat Bullard joins to discuss his journalist to VC path and Voyager's climate focus. (32:09)
(0:00) J+M tee up today's segments!
(1:42) How to approach a market that's heating up during a downturn
(11:26) Blueground - Get up to $1000 off your booking at https://promos.theblueground.com/twist
(12:58) Strategies around patience in VC, entering markets at the wrong time
(25:07) Understanding warrants
(30:49) Paperclip - Go to getpaperclip.com/twist to get the app free for life
(32:09) Nat Bullard joins Molly and breaks down his path from journalist to climate VC
(39:15) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups
(40:38) Voyager's thesis, most exciting investment opportunities in climate
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