It’s not a storm — it’s the climate

It’s not a storm — it’s the climate

Seraphim Space: “The infrastructure above your head”

18 August 2026

Summary:

Mark Boggett is n of 1!
He has built arguably the best specialised space investment firm in the world from the ground up.

Ruy Pinto is an exception one of the most experienced Space people in Europe / the world and proud to call him a friend and venture partner. 

This is a great conversation between two frontier leaders. Join us to unpack Seraphim Space

This episode shows clearly why Europe needs to bet on specialised funds pursuing vertically integrated businesses in huge markets. Pure class! 

TAKEAWAYS:

  • The Evolution of Space Costs
  • The Changing Perception of Space Investment
  • The Role of a specialised firm like Seraphim in Space Investment
  • Identifying Winning Startups in Space
  • Corporate Mindset and Technology Decisions
  • Investment Strategies and Conviction Building
  • The Role of Lead Investors in Growth Stages
  • Creating the Seraphim Space Investment Trust
  • Vertical Integration in Space Companies
  • The Future of SpaceX and its IPO

 

It’s not a storm — it’s the climate

It’s not a storm — it’s the climate

BARYON Defence Fund: “The hunt for Europe’s best founders”

11 August 2026

Summary:

Martin Valovsky is exactly the sort of investor I love to talk to. Former Defence Founder turned investor. Very focused on backing the most ambitious founder with real edge.

Europe needs 5X more Funds like Baryon

We need investors who seek out those Founders who display technological leadership, backing them to European scale and with an eye to becoming the Global Category Leader.

TAKEAWAYS:

  • The analogy of founders as quarks in a baryon
  • The importance of founder hunger and ambition
  • Focus on hardware and high-tech defence solutions
  • Geographical focus on Europe, especially Ukraine and the Nordics
  • The fund’s investment stage, size, and criteria
  • The role of relationships and due diligence in defence tech
  • The impact of success and failure on team cohesion
  • The unique team dynamic of three founders with diverse networks
  • The importance of battle-tested defence companies
  • The offer to help other VC funds with defence investments in Ukraine on the ground

 

It’s not a storm — it’s the climate

It’s not a storm — it’s the climate

TYR: “Technology, Yielding, Resilience”

21 July 2026

Summary:

Jesper Harthansen shares insights on Defense industry investments, the impact of conferences, and the parallels between telecom and AI business models.

He discusses his fund TYR, co-development agreements, and the strategic importance of dual-use technologies for resilience and defence.

TAKEAWAYS:

  • The Conference Landscape: Too Much or Just Right?
  • Jesper’s Journey: From Telecom to Defense
  • The Importance of Compounding Value in Business
  • Understanding T|Y|R.vc: The Philosophy Behind the Fund
  • The Role of AI in Shaping Investment Strategies
  • Case Study: Occam Industries and Its Unique Value Proposition
  • The Value Proposition of Co-Development Agreements
  • Dual Use Companies and Cultural Challenges
  • Lessons from Telecommunications and AI
  • Entering the Defense Technology Space
  • Denmark’s Role in Supporting Ukraine
  • Investment Focus Areas for NATO Allies

It’s not a storm — it’s the climate

It’s not a storm — it’s the climate

MITS Capital: “Wall Street to Warzone”

30 June 2026

Summary:

Perry Boyle shares his inspiring journey from Wall Street to actively supporting Ukraine’s defence industry through innovative investments and strategic initiatives with MITS Capital.

Discover how Ukraine is building a cutting-edge ecosystem of defence technology, the role of international collaboration, and the potential for sustainable peace and security.

TAKEAWAYS:

  • Cultural Significance of Vyshyvanka Day
  • Personal Journey to Ukraine
  • The Call to Action
  • Building Ukraine’s Defence Industry
  • Innovations in Drone Technology
  • Investment Challenges and Opportunities
  • The Reality of War and Safety in Ukraine
  • The Future of Ukraine’s Defence Ecosystem
  • Ukraine’s Technological Advantage in Warfare
  • Building MITS Industries for Defence

It’s not a storm — it’s the climate

It’s not a storm — it’s the climate

Angel One Venture Fund: “We Fund Ukrainian Defence Founders”

25 June 2026

Summary:

Ivan Petrenko shares the inspiring story of Angel One, a Ukrainian university-backed venture fund that pivoted from civil start-ups to defence tech during the Ukraine war. Discover how rapid innovation, university support, and strategic investments are shaping Ukraine’s defence industry and evolving ecosystem.

TAKEAWAYS:

  • Introduction to Angel One and Ivan’s Journey
  • Transition to Defence Tech Investment
  • Intellectual Property and Investment Challenges
  • Types of Founders in the Defence Tech Space
  • Emerging Technologies and Market Dynamics
  • Investment Strategy and Future Focus

It’s not a storm — it’s the climate

It’s not a storm — it’s the climate

Codena Tech: “See what others can’t and Act when others won’t”

23 June 2026

Summary:

Christian Bucholt shares his journey from tractor driving in East Germany to developing capital structures for defence tech innovation. In this Protect Europe Podcast, we explore how Ukraine’s ecosystem is transforming military technology and its potential global impact. Discover insights on building federated defence systems, attracting institutional capital, and the future of defence technology post-war.

TAKEAWAYS:

  • Career Path and Pivotal Decisions
  • Building an Ecosystem in Defence Tech
  • The Impact of War on Innovation
  • The Future of Ukraine’s Defence Ecosystem
  • Bridging Capital and Technology: The Federated Fund Concept
  • Exits and Future Growth
     

It’s not a storm — it’s the climate

It’s not a storm — it’s the climate

Movens Capital: “Generalist Before Industry”

18 June 2026

Summary:

In this episode, we go deep with Radoslaw Rejman, a founding partner at Movens Capital, explores the evolution of venture capital in Central and Eastern Europe (CEE), the role of government support, and the strategic positioning of funds in a competitive landscape.

Gain insights into regional investment trends, fund strategies, and the future of tech startups in CEE.

TAKEAWAYS:

  • The Evolution of VC in Poland
  • The Role of Government in VC Development
  • Current Trends in CEE Venture Capital
  • Positioning in a Competitive Market
  • The Importance of the Network in Determining Outcomes

It’s not a storm — it’s the climate

It’s not a storm — it’s the climate

Nordic Science Capital: “Biotech is My Family History”

11 June 2026

Summary:

Huge thanks to Vincent Weir and Christopher Lyrhem for joining this wide-ranging but absolutely fascinating Protect Europe Podcast (EPS 42).

This one covers everything from Biotech, Materials, AI, Galaxy Empires, Technological Leadership, Co-operative Societies, Shareholder value vs Green Religions! Oh, and we talk about Nordic Science Capital as well!

TAKEAWAYS:

  • Nordic Science Capital and Family Legacy in Biotech
  • The Current State of Biotechnology and Innovation
  • Texas vs. China: Business Opportunities and Challenges
  • Tools for Biotech Innovation and Investment Strategies
  • The Evolution of Western Civilisation!!
  • Innovation and Technological Leadership in Europe
  • The Next Renaissance in Science
  • The Future of Scientific Inquiry and Cloud Labs

It’s not a storm — it’s the climate

It’s not a storm — it’s the climate

Forward One: “Investing in 3CVs and a Powerpoint”

2 June 2026

Summary:

In this episode, Cailin Greiner from Forward One Ventures shares insights into investing in hardware startups and innovative technologies such as nuclear fusion and perception sensors.

Discover how a Dutch venture fund is transforming tech investment and supporting groundbreaking companies.

PS: Also find out how she was instrumental in moving her family from her native South Africa to Germany and now to a career in the Netherlands!

TAKEAWAYS:

  • Why the Team matters more on the first call than the Technology.

  • What she needs to believe in Act 1 and perhaps Act 2.

  • What stage they invest and at what pace.

  • What she saw in Sapient Perception which is the very definition of “3 CVs and a Powerpoint”.

It’s not a storm — it’s the climate

It’s not a storm — it’s the climate

Danske Bank: “The Future of Defense Money.”

28 May 2026

Summary:

This episode features a deep discussion with Teppo Havo and Catharina Candolin on the evolving landscape of Defense industry investments, the role of sustainability, and the impact of geopolitical events like the Ukraine conflict.

Teppo and Catharina share their insights on market signals, investment strategies, and the future of Defense tech in Europe.

TAKEAWAYS:

  • Sustainable Investing in the Defense Industry
  • Shifts in Investment Policies Post-Ukraine War
  • Danske Bank’s Role in Financing Defense Startups
  • Market Dynamics and Investment Trends in Defense
  • Challenges in the European Defense Investment Landscape
  • The Growth of Defense Companies and Market Valuations
  • The Evolving Landscape of Defense Venture Capital
  • Market Signals and Investment Trends in Europe
  • Identifying Promising Companies in the Defense Sector
  • The Role of Historical Data in Investment Decisions
  • Challenges in Scaling Defense Production
  • Spotlight on Innovative Companies and Initiatives