#101: Neoclouds, semiconductors and opportunities in healthcare and software
00:00 Welcome back01:20 Building the portfolio gradually02:10 Semiconductor sell-off04:00 Why active management matters05:30 AI infrastructu...
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Double or Nothing! With Michael Frazis and Misha Saul
Michael Frazis, Misha Saul and guests discuss the life sciences, technology, and their latest investment ideas.
Episodes
20 of 121 episodes#100: Market Update & Launch of ROAR
ASX: ROAR
#99: ETF Launch - ASX:ROAR
ASX:ROAR #ROARetf Lioncrest Partners Pty Ltd (ACN 677 520 473 | CAR 001315184), an authorised representative of Frazis Capital Management Pt...
#98: AI Agents, Software Collapse & the Next Tech Cycle
00:00 Why this AI cycle feels fundamentally different. 03:00 The shift from chatbots to fully autonomous AI agents. 07:00 Productivity explo...
#97: AI Has Entered the Takeoff Phase
00:00 Mike joins from Thailand and reflects on Southeast Asia’s scale, energy and contrasts. 02:00 This AI cycle feels fundamentally differe...
#96: 99% of people missed it. You have 33 minutes to catch up.
0:00 – Intro0:45 – The AI takeoff moment: why early 2026 feels different2:20 – From ChatGPT to agents: the real step-change in capability4:3...
#94: Nvidia’s Red Flags, NeoCloud Bubble & the Quiet Quant Crash
0:00 – Intro0:42 – Nvidia earnings: strong growth but odd details2:10 – Circular Nvidia deals: inventories, AR and “not-real” revenue4:40 –...
#95 Year-End Market: AI CapEx, Nvidia, Neo-Clouds & 2026 Setup | Frazis Capital Podcast
Why markets look “fine” but small caps are quietly crashing The brutal 50 - 60% wipeouts in quantum, nuclear & neo-cloud stocks How 2025 bec...
#93: Retail Driving Red-Hot Rally & the $10B Quest for the Holy Grail: Can Grail Change Cancer Detection?
0:00 – Intro: Mike & Ellianna catch up after Melbourne investor meetings 0:45 – Market update: Retail investors driving a red-hot rally 2:15...
Amplia Therapeutics with CEO Chris Burns
00:00 – Intro & welcome to Chris Burns, CEO of Amplia 02:00 – Why pancreatic cancer is so deadly & hard to diagnose 06:30 – Current treatmen...
#92: Syntara Phase 2 Success, Geopolitics and Uranium
Syntara’s highly anticipated Phase 2 results in myelofibrosis—what the data tells us, why the market sold off, and what might come next in t...
#91: ChatGPT v Google, SpaceX and Autonomous Driving
Learn more at: www.fraziscapitalpartners.comNvidia’s Q1 PerformanceImpact of the H20 Chip Ban on ChinaMary Meeker: Big Tech CapEx TrendsAuto...
#90: HIMS and Most Favoured Nation with Mike and Elle
HIMS, NU, MELI, AMD & Aussie Biotech
#89: Anteris CEO on the next generation of heart valves
Anteris CEO explains why their new biomimetic heart valve can take serious market share in a $10 billion market. It's currently implanted in...
#88: Big tech earnings! Does the market settle?
Mike and Ellianna discuss
#87 - Google earnings, and was that a low in semis and biotech?
#87 - Google earnings, and was that a low in semis and biotech? Mike and Ellianna discuss
#86: Mike and Ellianna discuss the latest market moves.
Mike and Ellianna discuss the latest market moves.Sections00:00 - US Tariffs and Market Reactions06:35 - Managing Risk12:41 - Opportunities...
Clarity Pharmaceuticals, with Dr Alan Taylor
00:00 Welcome Back and Market Overview03:05 Navigating the Macro Environment05:59 Company Developments and Fast Track Designations09:11 Shor...
Curing prostate cancer, with research superstar Professor Louise Emmett
00:00 - Introduction to Radiopharmaceuticals and PSMA 03:00 - Current State of PSMA in Prostate Cancer Treatment 06:04 - Comparative Analysi...
Equity sell off - the real deal? Strategy update from Michael Frazis
Equity sell off - the real deal? Strategy update from Michael Frazis