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S4E6 Visible Earnings: Financing the Future of Defense
Defense budgets are on the rise, but where is the money going and what does it mean for investors? In this episode, Sean Kenney and Elizabeth McGuire describe how global defense spending is shifting…
S4E5 Follow the Money: Decoding AI's Capital Stack
Hyperscalers are spending, but when will this capex help companies to improve returns? In this episode, Sean Kenney sits down with guests Erica Zieba and John Haddad to delve into the massive capex…
S4E4 From Capex to Conviction: Investing Through Disruption and Opportunity
It’s growth investing, just not as we knew it. Technology is disrupting the traditional signals for growth companies, such as revenue acceleration or addressable market expansion. In this episode,…
S4E3 Powering AI: Why Energy Is Back in Focus (and What’s Driving It)
Power, not oil, is where the action is. Electrification trends, boosted by AI, are accelerating the growth of the traditionally flat power sector. In this episode, Sean Kenney sits down with MFS…
S4E2 Decoding Software: Growth, Moats, and the AI Reckoning
The software sector is evolving fast—and not always in ways investors expect. From the rise of AI-native startups to the shifting economics of SaaS, the rules of the game are being rewritten. In this…
S4E1 Investing in Pharma & The Game Changing Impact of AI
In this episode, we delve into the intersection of AI and pharma, uncovering how artificial intelligence is set to change drug discovery and its impact on investing. Learn what this means for the…
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all angles. has published 6 episodes since June 2025, covering topics in Business, Education.
all angles. is currently highly active with new episodes every 2 months. Average episode length is 24m.
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