Radio and PodcastRadio and PodcastLive Radio & Podcasts
#101: Neoclouds, semiconductors and opportunities in healthcare and software artwork
Business

#101: Neoclouds, semiconductors and opportunities in healthcare and software

Double or Nothing! With Michael Frazis and Misha Saul by Michael Frazis

Jul 6, 202600:22:42Business

00:00 Welcome back01:20 Building the portfolio gradually02:10 Semiconductor sell-off04:00 Why active management matters05:30 AI infrastructure07:30 Software weakness11:30 Risk management13:30 Growth investing misconcepti...

Related Episodes

Continue listening to more episodes from Double or Nothing! With Michael Frazis and Misha Saul.

#99: ETF Launch - ASX:ROAR

Jun 2, 2026 - 00:36:45

ASX:ROAR Lioncrest Partners Pty Ltd (ACN 677 520 473 | CAR 001315184), an authorised representative of Fr...