All Episodes

#98: AI Agents, Software Collapse & the Next Tech Cycle

#97: AI Has Entered the Takeoff Phase

#96: 99% of people missed it. You have 33 minutes to catch up.

#94: Nvidia’s Red Flags, NeoCloud Bubble & the Quiet Quant Crash

#95 Year-End Market: AI CapEx, Nvidia, Neo-Clouds & 2026 Setup | Frazis Capital Podcast

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

Amplia Therapeutics with CEO Chris Burns

#92: Syntara Phase 2 Success, Geopolitics and Uranium

#91: ChatGPT v Google, SpaceX and Autonomous Driving

#90: HIMS and Most Favoured Nation with Mike and Elle

#89: Anteris CEO on the next generation of heart valves

#88: Big tech earnings! Does the market settle?

#87 - Google earnings, and was that a low in semis and biotech?

#86: Mike and Ellianna discuss the latest market moves.

Clarity Pharmaceuticals, with Dr Alan Taylor

Curing prostate cancer, with research superstar Professor Louise Emmett

Equity sell off - the real deal? Strategy update from Michael Frazis

#82: A fresh look at true customer love and explosive growth, HIMS, Clarity Pharma and semis

#82: Ellianna joins to talk DeepSeek, winners and losers, and 2024 in review

#81: Deepseek Disruption

#80: Aliens, Syntara and the NDIS, with Arjun Balaji

#79 Repairing Nerves with Orthocell CEO Paul Anderson

#78 - Immutep CEO Marc Voigt discusses the latest in immunotherapy for lung cancer

#77: Healthcare crash, Chrome vs Perplexity and a new business idea

#76: Australia’s secret one child policy and Trump’s FDA - Arjun Balaji joins us

#75: Big tech roundout with Meta and why the shtcos are rallying

#74: Amazon, Microsoft and Google report! (and an election)

#73: Strategy Update - cars, semis, smartphones and algorithms

#72: Hashan de Silva joins us to cover CurvebeamAI, Syntara, a new approach to Alzheimer's and his new fund

#71: Double or Nothing - Misha's new fund, the crash (and recovery), driverless cars, and UK turmoil

#70: Clarity Pharmaceuticals, with Chairman Dr Alan Taylor

#69: Droneshield: Defending against the modern horrors of war, with CEO Oleg Vornik

Frazpod #68: Dodging the bloodbath in midcap tech

Frazpod #67 - Clarity Pharma, Curvebeam AI, Transmedics and AMD

Episode #66: A crack in the semi facade? Angus Walker joins us

Episode #65 - Interesting perspectives from Microsoft

Frazis Capital Podcast

Frazis Capital Podcast #63: The three revolutions of 2023 and where they will go in 2024.

Frazis Capital Podcast #62: Medtech, liquidity, and talking computers

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.

Double or Nothing #16: Qantas scandal, an aggressive move in capital markets, a new IPO, and dodgy Government energy data

Double or Nothing #15 - Ozempic, AI in the sex industry, drug discovery, Stefan Zweig

Double or Nothing #14: Michael Frazis and Misha Saul talk markets

State of the Market: the winners and losers in big tech cost outs

Double or Nothing #13: Submarines and Silicon Valley Bank

Double or Nothing Episode #12: ChatGPT, Cortes and the Aztecs

Frazis Capital Update - 9 February 2023

Double or Nothing #11: Chess, inflation, AI, software, stocks

Double or Nothing #10: Crowdstrike, inflation, 2023

Double or Nothing #9: Grindr IPO, Sunrise, and inflation rolls over

Double or Nothing #8: SBF

Double or Nothing #7: Nuclear war? And Facebook, Square, Microsoft, Google

Double or Nothing #6: Run on the pound? And private equity does deals

Double or Nothing #5: Adobe buys Figma, Ancient and Modern heroes, and CPI prints

Double or Nothing #4: Kim Kardashian's private equity play, the collapse in US gas prices, Twilio, Whitehaven and VC

Double or Nothing #3: Artificial intelligence gets creative and Powell speaks at Jackson Hole

Double or Nothing #2: Qantas, NVDA, Farfetch, Nathan Tinkler and Fortescue

New Format with Misha Saul. Double or Nothing Episode #1

Episode #60: Market update - 15 May 2022

Episode #59: A cure for Dystonia with Dr Stephen Tisch

Episode #58: Equity rotation and the tech sell-off

Episode #57: Misha Saul on markets, life, family, and violence in Western society

Episode #56: Market review

Episode #55: Inflation strikes

Episode 54: New venture fund, Web3, Zillow vs Opendoor, and questions answered

Episode 53: How to build a deep tech company in aerospace from scratch, with Henry Bilinsky, founderCEO of MicroTau

Episode 52: 20 September 2021 Update and Questions Answered

Episode 51: New antibodies, vaccines, and our portfolio companies Cettire, Futu, and Camplify report

Episode 50: Reporting season and the next big thing in the life sciences

Episode 49: Regulatory crackdown in China and Square's acquisition of Afterpay

Episode 48: SALT interview with Rachel Pether - true love and explosive growth

Episode 47: A disastrous decision from the FDA

Episode 46: Strategy in the Life Sciences

Episode 45: Growth sell-off continues

Episode 44: Dr Robert Stretch

Episode 43: Strategy update 22 April 2021

Episode 42: Brian Hartzer, CEO of Westpac from 2014-2020, on leadership, culture and financial technology

Episode 41: Where to next? SPACs, rising interest rates and tech stocks

Episode 40: Gamestop

Episode 39: January 2021 Strategy Update

Episode 38: Interview with Terry Hau

Episode 37: Jackie Vullinghs from Airtree

Episode 36: Jarred Shein joins us to talk digital health

Episode 35: Sam Rich joins us to talk security, Crowdstrike, travel names, and how we're positioning the portfolio

Episode 34: Joel Tomaino joins us

Episode 33: Interview with Chris Gosselin from Australian Fund Monitors

Episode 32: Peter Stevens joins us to discuss a new stock and our current outlook

Episode 31: Gaming, eSports and chipmakers - Ben Krochmal joins us for a deep dive

Episode 30: Plug Power, Solaredge, and a market update

Episode 29: Alexander Portz joins us to talk growth investing in the UK and abroad

Episode 28: Moving up against the market

Episode 27: Coronacrisis Recovery?

Episode 26: Deeper into the coronacrisis

Episode 25: Market sell-off and interesting times

Episode 24: Coronavirus - what's going on? Claude joins us to talk about the impact on specific stocks, and we also cover Afterpay's results

Episode 23: Time to sell? Mike and Claude go through Shopify, EML and other cult stocks in the market right now

Episode 22: Aussie growth stocks for the next decade? Mike and Claude talk Polynovo, Avita, Audinate, Pro Medicus and Afterpay

Episode 21: A high-tech company with explosive growth...and various other science things you don't want to miss

Episode 20: Australian bushfires, and two Aussie companies revolutionising burns treatment

Episode 19: How we’re different

Episode 18: Portfolio updates and new ideas with Peter Stevens

Episode 17: Strategy, biotech and growth investing with Eti Amegor

Episode 16: Paul Brennan goes deep on the Australian economy

Episode 15: Growth opportunities and the software sell-off with Peter Stevens

Episode 14: Value is Dead, Long Live Value with Mario Emmanuel

Episode 13: A chat with Anna Satouris about energy, markets and prices

Episode 12: We discuss a strong reporting season and our fee rebate to long term clients

Episode 11: Rebecca Gingell on alloy design and OxMet, an Oxford University spinout

Episode 10: Computing with live neurons - Clinicloud founder takes us through his latest venture

Episode 9: We go deep with Eti Amegor on innovation, disruption and the role of hedge funds in a portfolio

Episode 8: A conversation with Anna Satouris on Disney's new streaming service and portfolio protection

Episode 7: Michael Wayne and Michael Frazis discuss Medallion, markets, Alzheimers and biotech

Episode 6: Google, Carvana and IPG Photonics, a discussion with Harvey Migotti

Episode 5: Mike and Mario discuss some new investment ideas

Episode 4: Mike and Eti Amegor discuss volatility, real estate and how local investors are currently allocating

Episode 3: Fiat, value, and the Aussie dollar

Episode 2: Afterpay, Cooper Energy, Stanmore Coal and the Australian Housing Market

Episode 1: Rundown of 2018 and a review of some of our US tech investments