#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...

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