all angles.
Episodes
Visible Earnings: Financing the Future of Defense
15 Apr 2026
Contributed by Lukas
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 ...
Follow the Money: Decoding AI's Capital Stack
18 Feb 2026
Contributed by Lukas
Hyperscalers are spending, but when will this capex help companies to improve returns? In this episode, Sean Kenney sits down with guests Erica Zieba ...
From Capex to Conviction: Investing Through Disruption and Opportunity
04 Dec 2025
Contributed by Lukas
It’s growth investing, just not as we knew it. Technology is disrupting the traditional signals for growth companies, such as revenue acceleration o...
Powering AI: Why Energy Is Back in Focus (and What’s Driving It)
29 Oct 2025
Contributed by Lukas
Power, not oil, is where the action is. Electrification trends, boosted by AI, are accelerating the growth of the traditionally flat power sector. In ...
Decoding Software: Growth, Moats, and the AI Reckoning
09 Sep 2025
Contributed by Lukas
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,...
Investing in Pharma & The Game Changing Impact of AI
17 Jun 2025
Contributed by Lukas
In this episode, we delve into the intersection of AI and pharma, uncovering how artificial intelligence is set to change drug discovery and its impac...