
#101: Neoclouds, semiconductors and opportunities in healthcare and software
Jul 6, 2026 - 00:22:42
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Double or Nothing! With Michael Frazis and Misha Saul by Michael Frazis
#100: Market Update & Launch of ROAR - Double or Nothing! With Michael Frazis and Misha Saul
Continue listening to more episodes from Double or Nothing! With Michael Frazis and Misha Saul.

Jul 6, 2026 - 00:22:42
00:00 Welcome back01:20 Building the portfolio gradually02:10 Semiconductor sell-off04:00 Why active mana...

Jun 2, 2026 - 00:36:45
ASX:ROAR Lioncrest Partners Pty Ltd (ACN 677 520 473 | CAR 001315184), an authorised representative of Fr...

Feb 2, 2026 - 00:39:02
00:00 Why this AI cycle feels fundamentally different. 03:00 The shift from chatbots to fully autonomous...

Jan 12, 2026 - 00:21:11
00:00 Mike joins from Thailand and reflects on Southeast Asia’s scale, energy and contrasts. 02:00 This A...

Jan 5, 2026 - 00:33:17
0:00 – Intro0:45 – The AI takeoff moment: why early 2026 feels different2:20 – From ChatGPT to agents: th...

Dec 28, 2025 - 00:38:36
0:00 – Intro0:42 – Nvidia earnings: strong growth but odd details2:10 – Circular Nvidia deals: inventorie...

Dec 23, 2025 - 00:43:12
Why markets look “fine” but small caps are quietly crashing The brutal 50 - 60% wipeouts in quantum, nucl...

Oct 10, 2025 - 00:23:49
0:00 – Intro: Mike & Ellianna catch up after Melbourne investor meetings 0:45 – Market update: Retail inv...