Radio and PodcastLive Radio & PodcastsOpening Radio and Podcast...
Radio and PodcastLive Radio & PodcastsFetching podcast shows and categories...
Radio and PodcastLive Radio & PodcastsFetching podcast episodes...
Michael Frazis, Misha Saul and guests discuss the life sciences, technology, and their latest investment ideas.
00:00 Why this AI cycle feels fundamentally different. 03:00 The shift from chatbots to fully autonomous AI agents. 07:00 Productivity explo...
00:00 Mike joins from Thailand and reflects on Southeast Asia’s scale, energy and contrasts. 02:00 This AI cycle feels fundamentally differe...
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...
0:00 – Intro0:42 – Nvidia earnings: strong growth but odd details2:10 – Circular Nvidia deals: inventories, AR and “not-real” revenue4:40 –...
Why markets look “fine” but small caps are quietly crashing The brutal 50 - 60% wipeouts in quantum, nuclear & neo-cloud stocks How 2025 bec...
0:00 – Intro: Mike & Ellianna catch up after Melbourne investor meetings 0:45 – Market update: Retail investors driving a red-hot rally 2:15...
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...
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...
Learn more at: www.fraziscapitalpartners.comNvidia’s Q1 PerformanceImpact of the H20 Chip Ban on ChinaMary Meeker: Big Tech CapEx TrendsAuto...
HIMS, NU, MELI, AMD & Aussie Biotech
Anteris CEO explains why their new biomimetic heart valve can take serious market share in a $10 billion market. It's currently implanted in...
Mike and Ellianna discuss
#87 - Google earnings, and was that a low in semis and biotech? Mike and Ellianna discuss
Mike and Ellianna discuss the latest market moves.Sections00:00 - US Tariffs and Market Reactions06:35 - Managing Risk12:41 - Opportunities...
00:00 Welcome Back and Market Overview03:05 Navigating the Macro Environment05:59 Company Developments and Fast Track Designations09:11 Shor...
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
00:0 True Customer Love and Explosive Growth02:05 - Portfolio update04:09 - Hims: A Case Study in True Customer Love and Explosive Growth07:...
#82: Ellianna joins to talk DeepSeek, winners and losers, and 2024 in review
Timestamps 00:00 - The Rise of DeepSeek: A Game Changer in AI 02:52 - Impact on Valuations and Capital Expenditure 05:55 - Investment Strate...
#80: Aliens, Syntara and the NDIS with Arjun Balaji
Paul Anderson, CEO of Orthocell, discusses the company's collagen-based medical devices aimed at regenerative medicine. He covers their prod...
Michael Frazis interviews Marc Voigt, CEO of Imutep, discussing the challenges of lung cancer, the evolution of immunotherapy, and the innov...
Michael Frazis and Arjun Balaji discuss the current state of the markets, the shifts in healthcare and the performance of small-cap tech sto...
00:00 Introduction and Background 02:02 Political Landscape and Global Trends 05:58 Australia's secret One Child policy 09:59 COVID-19 Polic...
#75: Big tech roundout with Meta and why the shtcos are rallying
Amazon, Microsoft and Google report! (and an election)
#73: Strategy Update - cars, semis, smartphones and algorithms
#72: Hashan de Silva joins us to cover CurvebeamAI, Syntara, a new approach to Alzheimer's and his new fund
#71: Double or Nothing - Misha's new fund, the crash (and recovery), driverless cars, and UK turmoil
Dr Alan Taylor discusses Clarity Pharmaceuticals in depth.
It must be a uniquely modern horror to see a drone flying towards you with a grenade strapped, and it must be all the worse to know your las...
Dodging the bloodbath in midcap tech
Clarity Pharmaceuticals Success : Clarity Pharmaceuticals reported a significant response in a patient with metastatic castrate-resistant pr...
Episode #66: A crack in the semi facade? Angus Walker joins us
Interesting perspectives from Microsoft
Semis, Tesla and interest rates, what we're looking at right now
The three revolutions of 2023 and where they will go in 2024. And our top ASX pick...
Medtech, liquidity, and talking computers
Bond yields hit cycle highs, medtech takes a GLP-pounding, Nvidia and Microsoft do some cool science, and all roads in semiconductors lead t...
Double or Nothing #16: Qantas scandal, an aggressive move in capital markets, a new IPO, and dodgy Government energy data.
Ozempic, AI in the sex industry, drug discovery, Stefan Zweig
Double or Nothing #14: Michael Frazis and Misha Saul talk markets
State of the Market: the winners and losers in big tech cost outs
Michael Frazis and Misha Saul talk Silicon Valley bank and Submarines
Double or Nothing Episode #12: ChatGPT, Cortes and the Aztecs.
Michael Frazis gives an update on markets and technology.
Misha Saul and Michael Frazis talk markets
Double or Nothing #10: Crowdstrike, inflation, 2023
0:12 – Latest (deflationary) inflation data 6:42 – Investing strategies 10:30 – Tesla’s journey and the switch to self-driving capabilities...