#33 - Michael Frazis | Where to for Big Tech, Chip Makers, A.I. & Life Sciences?

Michael Frazis is the Managing Director and Portfolio Manager of Frazis Capital Partners, which has a focus on companies with explosive growth potential predominately in the Tech and life sciences space.Michael and I discuss a variety of fascinating topics, from his fund’s 80% performance this year (as of time of recording) to his thoughts on navigating the tech and biotech sectors. We dive into key stocks like Nvidia, DroneShield, Clarity Pharmaceuticals, Mercado Libre, Newbank and TransMedics.We also explore Michael’s AI-backed risk management tool, which has been integral in locking in future profits and avoiding large drawdowns in volatile markets.I really enjoyed this conversation, and I encourage you to stick around for the disclaimer at the end of the ROCast.As always, feel free to share your thoughts by reaching me at [email protected] that being said, I hope you enjoy this conversation as much as I did, so sit back, relax and enjoy.