Rephonic
Artwork for all angles.
Artificial Intelligence
Software
Hyperscalers
Defense Sector
Generative AI
Neoprimes
Capex
Europe
Drones/autonomy
Energy
Energy Security
MFS
Cloud Computing
Saas
Spacex
Oil

All Angles takes you inside the minds of our portfolio managers and analysts. In each episode, we’ll explore the fundamental framework that guides our investment thinking, the themes we believe are key for investors, and our approach to investing from all angles. Listen in as we make the complex world of investing accessible and give you strategic insights to put into action.

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Artwork for all angles.

Latest Episodes

How should investors think about energy security in a world where trade routes, supply chains, and national policy are becoming more closely linked? In this episode, Sean Kenney alongside guests Jeff Wakelin and Omar Hashem explain how geopolitics ar... more

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, ... more

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 fundin... more

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... more

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Recent Guests

Omar Hashem
Member of the Equity Research Team
Energy Sector Team, MFS
Episode: Energy Security: How the Middle East War Impacts Investors
Jeff Wakelin
Fixed income research analyst
Energy Sector Team, MFS
Episode: Energy Security: How the Middle East War Impacts Investors
Elizabeth McGuire
Equity Research Analyst
MFS Investment Management
Episode: Visible Earnings: Financing the Future of Defense
Erica Zieba
Equity research analyst on our technology team
MFS
Episode: Follow the Money: Decoding AI's Capital Stack
John Haddad
Technology on investment-grade fixed-income team
MFS
Episode: Follow the Money: Decoding AI's Capital Stack
Brad Mak
MFS Portfolio Manager and Growth Investor
MFS
Episode: From Capex to Conviction: Investing Through Disruption and Opportunity
Jude Jason
Portfolio manager and energy sector team leader
MFS
Episode: Powering AI: Why Energy Is Back in Focus (and What’s Driving It)
Matt Doherty
Technology sector team leader and MFS software analyst
MFS Investments
Episode: Decoding Software: Growth, Moats, and the AI Reckoning

Host

Sean Kenney
Host of All Angles; multiple affiliations with MFS; principal on the show.

Reviews

5.0 out of 5 stars from 28 ratings
  • Review

    Episode on Housing was especially informative. Hoping for more industry sector breakdowns in the future.

    Apple Podcasts
    5
    Conor MN
    United States4 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners appreciate sector-specific breakdowns and practical investment takeaways.
Episodes that connect policy, geopolitics, and technology to investment decisions are particularly valuable.
Guests bring deep expertise in energy, defense, and AI-related investing.
Cross-asset perspective and disciplined, data-driven insights are highlighted strengths.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Powering AI: Why Energy Is Back in Focus (and What’s Driving It)
Q: How do you frame investment opportunities in this evolving landscape, and what characteristics define a durable energy business?
Durable businesses with cross-cycle advantages, the ability to benefit from AI-driven demand, and the flexibility to navigate landscape changes are favored; this includes picks and shovels, regulated utilities, and selective power producers that can adapt to evolving technologies and policies.
Powering AI: Why Energy Is Back in Focus (and What’s Driving It)
Q: What are the main bottlenecks that could limit the energy system's ability to meet AI-driven demand, and how might they be addressed?
Key bottlenecks include gas turbine lead times, skilled labor shortages, grid capacity, and affordability; addressing them will require urgency, cross-sector collaboration, and policy support to accelerate capacity, deployment, and investment in upgrading the grid and related infrastructure.
Powering AI: Why Energy Is Back in Focus (and What’s Driving It)
Q: So Jude, thanks for joining me today. How has the intersection of technology and energy evolved over the past decade?
Technology and energy have become symbiotic as AI requires power-intensive data centers, which in turn drives demand for electricity and grid infrastructure; this has linked the two sectors more tightly, creating investable themes across utilities, midstream, and tech-adjacent energy plays.
From Capex to Conviction: Investing Through Disruption and Opportunity
Q: What risks are you most vigilant about as AI spending expands?
Risks include demand-supply mismatches, leverage in financing for data centers, potential demand slowdown, and the need for pre-mortems to prepare for various what-if scenarios including an AI demand collapse or credit market shocks.
From Capex to Conviction: Investing Through Disruption and Opportunity
Q: How are you thinking about AI adoption versus build-out in the current cycle?
The guest describes a two-phase view: a CapEx build-out phase driven by AI infrastructure and data centers, followed by an adoption phase where real revenue and profit growth accrue as enterprise and consumer users integrate AI into workflows and products.

Audience Metrics

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Frequently Asked Questions About all angles.

What is all angles. about and what kind of topics does it cover?

A finance-focused, investment-oriented show that features portfolio managers and researchers discussing the core framework behind investment thinking, sector themes, and cross-asset strategies. Episodes commonly dissect energy markets, defense and tech equities, AI-driven capital expenditure, and the interplay between cash flows, balance sheets, and long-term growth opportunities. Notable is a disciplined, data-driven approach that blends equity and fixed-income perspectives, often tying macro shifts to actionable investment ideas and cross-sector collaboration.

Where can I find podcast stats for all angles.?

Rephonic provides a wide range of podcast stats for all angles.. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to all angles. and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does all angles. get?

Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for all angles., including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.

What are the audience demographics for all angles.?

Rephonic provides comprehensive predictive audience data for all angles., including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.

How many subscribers and views does all angles. have?

To see how many followers or subscribers all angles. has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to all angles.?

These podcasts share a similar audience with all angles.:

1. Capital Ideas podcast
2. Notes on the Week Ahead
3. Thoughts on the Market
4. The Markets
5. Unhedged

How many episodes of all angles. are there?

all angles. launched 5 years ago and published 25 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact all angles.?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for all angles.?

Rephonic pulls ratings and reviews for all angles. from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.

How do I access podcast episode transcripts for all angles.?

Rephonic provides full transcripts for episodes of all angles.. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.

What guests have appeared on all angles.?

Recent guests on all angles. include:

1. Omar Hashem
2. Jeff Wakelin
3. Elizabeth McGuire
4. Erica Zieba
5. John Haddad
6. Brad Mak
7. Jude Jason
8. Matt Doherty

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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