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

0:00 – Intro: Mike & Ellianna catch up after Melbourne investor meetings 0:45 – Market update: Retail investors driving a red-hot rally 2:15 – Quants, institutions, and semiconductors hitting profit targets 3:40 – Why Frazis Capital is rotating into healthcare 4:30 – Spotlight on Grail: $10B spent chasing a pan-cancer blood test 6:10 – The Pathfinder 2 trial and physician skepticism 7:40 – FDA approval, adoption challenges, and cash burn9:00 – Clarity Pharmaceuticals: $203M raise and bold head-to-head trial 10:40 – Lessons from biotech cycles: Intellia’s 100% rebound 12:10 – Quant signals, timing, and managing risk in volatile markets 13:40 – Retail euphoria vs. institutional lag — what comes next? 15:10 – AI investment boom: data centers, semis, and software plays 17:00 – Byrna’s results & the “AI in everything” trend 18:20 – When hype meets fundamentals: the AMD-OpenAI deal 20:00 – Scaling out, profit-taking, and managing portfolio exposure 22:10 – Wrap-up and next week’s preview

You can listen to #93: Retail Driving Red-Hot Rally & the $10B Quest for the Holy Grail: Can Grail Change Cancer Detection? online on Radio and Podcast. Open the player on this page to stream the available audio.

#93: Retail Driving Red-Hot Rally & the $10B Quest for the Holy Grail: Can Grail Change Cancer Detection? is an episode from Double or Nothing! With Michael Frazis and Misha Saul by Michael Frazis.

This episode is 00:23:49 long.

This episode was published on Oct 10, 2025.

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