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

#100: Market Update & Launch of ROAR

Jun 12, 2026 - 00:31:40

#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...View more

#98: AI Agents, Software Collapse & the Next Tech Cycle

Feb 2, 2026 - 00:39:02

00:00 Why this AI cycle feels fundamentally different. 03:00 The shift from chatbots to fully autonomous...View more

#97: AI Has Entered the Takeoff Phase

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...View more

#96: 99% of people missed it. You have 33 minutes to catch up.

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...View more

#94: Nvidia’s Red Flags, NeoCloud Bubble & the Quiet Quant Crash

Dec 28, 2025 - 00:38:36

0:00 – Intro0:42 – Nvidia earnings: strong growth but odd details2:10 – Circular Nvidia deals: inventorie...View more

#95 Year-End Market: AI CapEx, Nvidia, Neo-Clouds & 2026 Setup Frazis Capital Podcast

Dec 23, 2025 - 00:43:12

Why markets look “fine” but small caps are quietly crashing The brutal 50 - 60% wipeouts in quantum, nucl...View more

#93: Retail Driving Red-Hot Rally & the $10B Quest for the Holy Grail: Can Grail Change Cancer Detection?

Oct 10, 2025 - 00:23:49

0:00 – Intro: Mike & Ellianna catch up after Melbourne investor meetings 0:45 – Market update: Retail inv...View more