Episode #55: Inflation strikes
from Frazis Capital Podcast Hosted by Michael Frazis
1:00 – Thoughts on the recent inflation data from the US 3:06 – The 6% differential between the Fed funds rate and inflation, and its impact on the economy 4:31 – Parallels with inflation spikes in the seventies and nineties 7:36 – The effect of inflation on the Australian dollar 7:46 – The effect of inflation on companies – Cloudflare 9:00 – Comments on Lightspeed 9:43 – Comments on Cettire 10:27 – Comments on Upstart 15:35 – Thoughts on Opendoor’s recent results and Zillow’s exit 17:47 - Roblox’s continued explosive growth and its impact on the Metaverse 19:05 – Thoughts on MercadoLibre’s recent results 19:59 – Our number one pick in the crypto space – Galaxy Digital 21:07 – Two crypto coins that you can stake – Olympus and KlimaDAO 22:39 – Question #1: What is the impact of credit risk on companies like Upstart during economic downturns? 23:41- Question #2: Thoughts on Paypal? 24:28 – Question #3: Thoughts on DermTech’s recent quarterly? 25:37- Question #4 Thoughts on Marqeta? 25:55 – Question #5: Thoughts on Quantum-Si? 26:35 – Question #6: Have you ever owned Trade Desk? 27:22 - Question #7: What do you think of Fulgent Genetics? 28:30 – Question #8: Thoughts on Green Hydrogen? 30:14 – Question #9: Do you still hold and believe in TIGR/FUTU? 32:04 – Question #10: What’s the outlook on India for the next 5-10 years? 32:49 – Question #11: What platform do you use to purchase your crypto?
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