all angles.

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 from cyclical discretion into strategic necessity, focusing on how the money is being spent, why long-term earnings visibility is improving, and what new entrants mean for assessing valuations in the s...

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 expansion in 2026, focusing on the underlying funding arrangements and, ultimately, generating returns. They also share examples on how equity and fixed income investors are working together to understa...

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, Sean Kenney sits down with MFS portfolio manager Brad Mak to explore what the AI revolution means for the future of growth companies and the potential for bubbles. They also cover current opportunities u...

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 portfolio manager Jude Jason to decode what’s really driving power demand, where the bottlenecks are and how investors can navigate the messy middle of the energy transition. They also reveal three durable...

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 episode, Sean Kenney sits down with MFS software analyst Matt Doherty to unpack what really drives long-term winners in software. They explore how to think about moats in a world of falling barriers t...

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 future of healthcare and your investment portfolio.   Disclosure: The views expressed are those of the speaker and are subject to change at any time. These views are for informational purposes only and sh...