#103: September Update

#104: Frazis Capital Partners Update

Sep 14, 2026 - 00:26:24

#102: September 1st Frazis Capital Update

Sep 7, 2026 - 00:28:10

Market Update from Frazis Capital Partners

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

Jul 6, 2026 - 00:22:42

00:00 Welcome back01:20 Building the portfolio gradually02:10 Semiconductor sell-off04:00 Why active mana...View more

#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