Chuck chats with Jeremy and Ryan about their energy technology venture funds. How has Covid changed companies' approach to technology? How is energy transition changing their opportunity set? What are investors thinking, saying, and doing these days?

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00:00 - Intro
03:55 - Montrose Lane Commercial
07:45 - Montrose Lane Portfolio COVID Impact
18:57 - Capital Return to Energy Industry
21:07 - Timeline for Capital in Energy Sector
24:25 - War in Ukraine and Energy
27:06 - Energy Transition Insights
31:05 - This Time It's Different in Energy
33:40 - Energy Policy Discussion
37:10 - Alpha Pickers in Investment
39:55 - Lessons Learned Since 2017
40:40 - Judging in Investment Decisions
43:16 - Operating with Jeremy
45:56 - Current Investor Sentiments
50:37 - Future Plans for Next Fund
52:10 - Energy Policy Analysis

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