Episodes
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#103: Market Update and Semis Selloff Update
00:00 Why AI stocks are selling off02:23 The warning from credit markets04:30 Why the hyperscalers are different05:43 Micron, SK Hynix and the memory sell-off07:50 AI adoption and real customer demand09:27 Hedge fund deleveraging and forced selling12:43 Data centre debt and financing risks15:30...
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#104: Frazis Capital Partners Update
Webinar update
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#103: September Update
September 1st: Frazis Capital Partners Market Update
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#102: September 1st Frazis Capital Update
Market Update from Frazis Capital Partners
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#101: Neoclouds, semiconductors and opportunities in healthcare and software
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 misconceptions15:30 Current opportunities in healthcare
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#100: Market Update & Launch of ROAR
ASX: ROAR
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#99: ETF Launch - ASX:ROAR
ASX:ROAR #ROARetf Lioncrest Partners Pty Ltd (ACN 677 520 473 | CAR 001315184), an authorised representative of Frazis Capital Management Pty Ltd (ABN 91 638 965 910 | AFSL 521445). The Lion Active ETF (ASX:ROAR | ARSN 685 354 518) is issued by K2 Asset Management Ltd (ABN 95 085 445 094 | AFSL…
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#98: AI Agents, Software Collapse & the Next Tech Cycle
00:00 Why this AI cycle feels fundamentally different.03:00 The shift from chatbots to fully autonomous AI agents.07:00 Productivity explodes as software and workflows are built in minutes.11:00 Security risks of AI with full computer access.15:00 AI swarms and large-scale agent coordination...
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#97: AI Has Entered the Takeoff Phase
00:00 Mike joins from Thailand and reflects on Southeast Asia’s scale, energy and contrasts. 02:00 This AI cycle feels fundamentally different after years of incremental updates. 04:00 Productivity leaps as AI moves from copy-paste to orchestrating code and workflows. 06:30 Recent breakthroughs...
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#96: 99% of people missed it. You have 33 minutes to catch up.
0:00 – Intro0:45 – The AI takeoff moment: why early 2026 feels different2:20 – From ChatGPT to agents: the real step-change in capability4:30 – Senior developers don’t write code anymore: time compression explained6:40 – Agent swarms: why one AI is no longer the point8:30 – What’s still broken…
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#94: Nvidia’s Red Flags, NeoCloud Bubble & the Quiet Quant Crash
0:00 – Intro0:42 – Nvidia earnings: strong growth but odd details2:10 – Circular Nvidia deals: inventories, AR and “not-real” revenue4:40 – Retail mania: quantum computing, nuclear & Aussie drone stocks7:05 – When the music stops: 60–80% drawdowns in retail favourites9:05 – NeoClouds explained:...
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#95 Year-End Market: AI CapEx, Nvidia, Neo-Clouds & 2026 Setup | Frazis Capital Podcast
Why markets look “fine” but small caps are quietly crashing The brutal 50 - 60% wipeouts in quantum, nuclear & neo-cloud stocks How 2025 became a one-way market dominated by AI & semiconductors AI CapEx, rate expectations, and why headlines are driving everything OpenAI vs Google Gemini vs…
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#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…
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Amplia Therapeutics with CEO Chris Burns
00:00 – Intro & welcome to Chris Burns, CEO of Amplia 02:00 – Why pancreatic cancer is so deadly & hard to diagnose 06:30 – Current treatment options: Gem/Abraxane vs FOLFIRINOX 11:20 – Side effects & challenges with chemotherapy 15:00 – Why pancreatic cancer is difficult to treat (fibrosis &...
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#92: Syntara Phase 2 Success, Geopolitics and Uranium
Syntara’s highly anticipated Phase 2 results in myelofibrosis—what the data tells us, why the market sold off, and what might come next in terms of funding or partnership.
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#91: ChatGPT v Google, SpaceX and Autonomous Driving
Learn more at: www.fraziscapitalpartners.comNvidia’s Q1 PerformanceImpact of the H20 Chip Ban on ChinaMary Meeker: Big Tech CapEx TrendsAutonomous Driving in San Francisco: Waymo vs. UberLidar vs. Vision Debate and Safety ImplicationsLidar Startup Failures and Industry FalloutSpaceX Starship Test...
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#90: HIMS and Most Favoured Nation with Mike and Elle
HIMS, NU, MELI, AMD & Aussie Biotech
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#89: Anteris CEO on the next generation of heart valves
Anteris CEO explains why their new biomimetic heart valve can take serious market share in a $10 billion market. It's currently implanted in over 100 patients, and surgeons are delighted with the results. The market is sleeping on this one...
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#88: Big tech earnings! Does the market settle?
Mike and Ellianna discuss
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#87 - Google earnings, and was that a low in semis and biotech?
#87 - Google earnings, and was that a low in semis and biotech? Mike and Ellianna discuss
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#86: Mike and Ellianna discuss the latest market moves.
Mike and Ellianna discuss the latest market moves.Sections00:00 - US Tariffs and Market Reactions06:35 - Managing Risk12:41 - Opportunities in Tech and Healthcare21:18 - Reddit23:54 - Market Dynamics and Short Selling28:54 - Clarity's Market Position and Future Prospects33:43 - Biotech Sector...
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Clarity Pharmaceuticals, with Dr Alan Taylor
00:00 Welcome Back and Market Overview03:05 Navigating the Macro Environment05:59 Company Developments and Fast Track Designations09:11 Short Selling and Market Sentiment12:08 Innovations in PSMA Targeting Agents15:03 Financing Strategies and Market Positioning17:46 Clinical Trials and…
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Curing prostate cancer, with research superstar Professor Louise Emmett
00:00 - Introduction to Radiopharmaceuticals and PSMA 03:00 - Current State of PSMA in Prostate Cancer Treatment 06:04 - Comparative Analysis: US vs Australia in Radiopharmaceuticals 09:02 - Imaging Techniques and Their Impact on Diagnosis 12:14 - The Patient Journey: From Diagnosis to Treatment...
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Equity sell off - the real deal? Strategy update from Michael Frazis
Equity sell off - the real deal? Strategy update from Michael Frazis
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#82: A fresh look at true customer love and explosive growth, HIMS, Clarity Pharma and semis
00:0 True Customer Love and Explosive Growth02:05 - Portfolio update04:09 - Hims: A Case Study in True Customer Love and Explosive Growth07:18 - Defining True Customer Love11:33 - The Future of Hims and Market Dynamics in GLP-1sClarity's Fast-Tracked Approval and Market Response27:06 - Short...
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#82: Ellianna joins to talk DeepSeek, winners and losers, and 2024 in review
#82: Ellianna joins to talk DeepSeek, winners and losers, and 2024 in review
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#81: Deepseek Disruption
Timestamps 00:00 - The Rise of DeepSeek: A Game Changer in AI 02:52 - Impact on Valuations and Capital Expenditure 05:55 - Investment Strategies in 2025 08:52 - Focus on Australian Biotech and Healthcare Takeaways DeepSeek's AI system is a major disruptor in the market. The release of model…
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#80: Aliens, Syntara and the NDIS, with Arjun Balaji
#80: Aliens, Syntara and the NDIS with Arjun Balaji
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#79 Repairing Nerves with Orthocell CEO Paul Anderson
Paul Anderson, CEO of Orthocell, discusses the company's collagen-based medical devices aimed at regenerative medicine. He covers their products for bone regeneration, nerve repair, and tendon repair, highlighting their clinical success and market potential. The conversation also covers the...
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#78 - Immutep CEO Marc Voigt discusses the latest in immunotherapy for lung cancer
Michael Frazis interviews Marc Voigt, CEO of Imutep, discussing the challenges of lung cancer, the evolution of immunotherapy, and the innovative approaches Imutep is taking in cancer treatment. They explore clinical trial data, commercial opportunities, and advancements in autoimmune disease...
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#77: Healthcare crash, Chrome vs Perplexity and a new business idea
Michael Frazis and Arjun Balaji discuss the current state of the markets, the shifts in healthcare and the performance of small-cap tech stocks. They analyze the challenges faced by major pharmaceutical companies like Pfizer and Moderna, particularly in light of political changes and scrutiny.…
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#76: Australia’s secret one child policy and Trump’s FDA - Arjun Balaji joins us
00:00 Introduction and Background 02:02 Political Landscape and Global Trends 05:58 Australia's secret One Child policy 09:59 COVID-19 Policies and Public Trust 13:49 Biotech Regulation and the FDA 18:08 Emerging Trends in Biotech 26:01AI in Drug Discovery and Development 30:03 AI's Role in Drug...
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#75: Big tech roundout with Meta and why the shtcos are rallying
#75: Big tech roundout with Meta and why the shtcos are rallying
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#74: Amazon, Microsoft and Google report! (and an election)
Amazon, Microsoft and Google report! (and an election)
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#73: Strategy Update - cars, semis, smartphones and algorithms
#73: Strategy Update - cars, semis, smartphones and algorithms
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#72: Hashan de Silva joins us to cover CurvebeamAI, Syntara, a new approach to Alzheimer's and his new fund
#72: Hashan de Silva joins us to cover CurvebeamAI, Syntara, a new approach to Alzheimer's and his new fund
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#71: Double or Nothing - Misha's new fund, the crash (and recovery), driverless cars, and UK turmoil
#71: Double or Nothing - Misha's new fund, the crash (and recovery), driverless cars, and UK turmoil
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#70: Clarity Pharmaceuticals, with Chairman Dr Alan Taylor
Dr Alan Taylor discusses Clarity Pharmaceuticals in depth.
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#69: Droneshield: Defending against the modern horrors of war, with CEO Oleg Vornik
It must be a uniquely modern horror to see a drone flying towards you with a grenade strapped, and it must be all the worse to know your last moments are being filmed. Drones are now ubiquitous across the battlefields of Ukraine, Gaza, and shipping lanes in the Middle East. Costing relative...
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Frazpod #68: Dodging the bloodbath in midcap tech
Dodging the bloodbath in midcap tech
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Frazpod #67 - Clarity Pharma, Curvebeam AI, Transmedics and AMD
Clarity Pharmaceuticals Success: Clarity Pharmaceuticals reported a significant response in a patient with metastatic castrate-resistant prostate cancer. The patient received two cycles of copper 67 Biss. PSMA, and after six months from the second dose, there was no evidence of PSA, indicating a...
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Episode #66: A crack in the semi facade? Angus Walker joins us
Episode #66: A crack in the semi facade? Angus Walker joins us
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Episode #65 - Interesting perspectives from Microsoft
Interesting perspectives from Microsoft
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Frazis Capital Podcast
Semis, Tesla and interest rates, what we're looking at right now
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Frazis Capital Podcast #63: The three revolutions of 2023 and where they will go in 2024.
The three revolutions of 2023 and where they will go in 2024. And our top ASX pick...
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Frazis Capital Podcast #62: Medtech, liquidity, and talking computers
Medtech, liquidity, and talking computers
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Frazis Capital Podcast #61: Bond yields hit cycle highs, medtech takes a GLP-pounding, Nvidia and Microsoft do some cool science, and all roads in semiconductors lead to TSMC.
Bond yields hit cycle highs, medtech takes a GLP-pounding, Nvidia and Microsoft do some cool science, and all roads in semiconductors lead to TSMC.
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Double or Nothing #16: Qantas scandal, an aggressive move in capital markets, a new IPO, and dodgy Government energy data
Double or Nothing #16: Qantas scandal, an aggressive move in capital markets, a new IPO, and dodgy Government energy data.
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Double or Nothing #15 - Ozempic, AI in the sex industry, drug discovery, Stefan Zweig
Ozempic, AI in the sex industry, drug discovery, Stefan Zweig
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Double or Nothing #14: Michael Frazis and Misha Saul talk markets
Double or Nothing #14: Michael Frazis and Misha Saul talk markets