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

Interesting perspectives from Microsoft

Semis, Tesla and interest rates, what we're looking at right now

The three revolutions of 2023 and where they will go in 2024. And our top ASX pick...

Medtech, liquidity, and talking computers

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.

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

Michael Frazis and Misha Saul talk Silicon Valley bank and Submarines

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

Michael Frazis gives an update on markets and technology.

Misha Saul and Michael Frazis talk markets

Double or Nothing #10: Crowdstrike, inflation, 2023

0:12 – Latest (deflationary) inflation data 6:42 – Investing strategies 10:30 – Tesla’s journey and the switch to self-driving capabilities 12:56 – David Walsh’s presentation at Sohn Conference on professional gambling 14:46 – Grindr IPO 21:36 – Recap of Blackbird’s Sunrise startup conference and thoughts on private markets 31:44 – Lessons learned …

Michael Frazis and Misha Saul talk SBF and inflation.

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

Misha Saul and Michael Frazis discuss latest developments in global markets.

Double or Nothing with Michael Frazis and Misha Saul. Adobe buys Figma, Ancient and Modern heroes, and CPI prints

0:32 – Passing of Queen Elizabeth II 7:35 – Kim Kardashian’s new private equity play 9:16 – Collapse in price of crude oil 13:12 – Market and inflation outlook 15:32 – Twilio 21:19 – Whitehaven Coal 24:37 – Update on VC Fund deals 32:02 – Summary and wrap-up

Artificial intelligence gets creative and Powell speaks at Jackson Hole

Double or Nothing with Misha Saul and Michael Frazis 0:15 – Preview and thoughts on Jerome Powell’s upcoming speech 1:00 – Update on Nvidia’s recent earnings and the wider semiconductor industry 12:10 – Farfetch update and latest earnings 15:45 – Notable small cap and GARP stocks 17:23 – Qantas recent performance and share buyback announcement 22:4…

Trialling a new format, and joined by Misha Saul. Please let us know what you think!

Michael Frazis gives a market update. Detailed notes to follow.

An interview with Dr Stephen Tisch, who is researching treatment methods for dystonia at St Vincent's Hospital, Sydney. If you would like to support Neurology and Neurosciences Research at St Vincent’s please visit www.supportstvincents.com click Donate, and select 'Neurosciences Research' from the drop-down menu. Or contact Nicole at the St Vincen…

Strategy update recorded live on 22 December 2021 (Timestamps to follow)

Misha Saul on markets, life, family, and violence in Western society

Michael Frazis reviews the market. 1:35 – Fallen angels & Fed balance sheet taper 3:53 – Comments on Coupa 7:26 – Lightspeed 8:35 – Teladoc 13:15 – Twilio 14:40 – Roku 18:10 – Upstart 19:16 – EBR Systems 20:40 – PayPal and Visa 24:52 – Coupang 29:50 – Thoughts on inflation 31:46 – Question #1: Sea Limited 32:12 – Question #2: Comments on mid-cap gr…

1:00 – Thoughts on the recent inflation data from the US3:06 – The 6% differential between the Fed funds rate and inflation, and its impact on the economy4:31 – Parallels with inflation spikes in the seventies and nineties7:36 – The effect of inflation on the Australian dollar7:46 – The effect of inflation on companies – Cloudflare9:00 – Comments o…

0:58 Launch of our Venture Fund 3:04 The benefits of pre-IPO access and our investment in Camplify 4:58 Private access to fast growing companies like Mawson Infrastructure 6:05 Zillow’s shrinking growth model 11:05 Comparative management decisions between Opendoor and Zillow 15:54 More on Zillow’s travails and management 17:29 The importance of cus…

Henry joins us to talk about his journey and experiences with surface science, engineering, and the US Airforce. Timestamps 0:35 – How did MicroTau come to be? 2:08 – Henry discusses his involvement with InnoCentive challenges 5:16 – A challenge from the US Air Force Research Laboratory 6:26 – What is drag? 8:26 – How riblets found on shark skin ca…

Michael Frazis gives an update and answers questions. 0:26 – Introduction 1:10 – Performance update 1:58 – Comments on the NASDAQ100’s strong rally 2:46 – The performance of small-mid cap companies 3:38 – An analyse of where our returns have come from over the years 4:20 – Our past investment in bluebird bio 5:39 – Our IPO/pre-IPO investments in th…

Timestamps 0:15 Introduction to our strategy 2:55 How a company can lose money and still create value 4:38 Avoiding ‘deep value’ traps 5:30 Update on 2021 fund performance 6:50 How we’re investing in China 9:00 Update on FUTU’s Q2 results and why we bought more 12:18 Recently approved antibodies for COVID-19 – cause for optimism? 16:23 Update on Ce…

Michael Frazis gives an update

Michael Frazis gives an update.

Michael Frazis describes his investment company’s strategy that involves a 30-40 year view, not panicking and diverting the approach during dips and rallies. Evaluating growth stocks involves identifying customer love for a product or service which acts a key indicator of explosive growth potential. This approach is utilized in picking winners in i…

Michael Frazis attempts to understand the FDA's decision to approve Biogen's aducanumab for Alzheimer's and the possible ramifications.

Timestamps · 0:32 – Our fast-growing portfolio companies· 2:21 - Frazis life sciences strategy update· 5:18 – RNAi Biology· 7:15 – Alnylam: RNAi clinical development pipeline and recent execution· 8:16 – Timing and valuation in life sciences· 9:26 – What do we think of CRISPER?· 11:03 – Companies targeting sickle cell disease· 11:56 – Companies tar…

Michael Frazis discusses the growth sell-off in equities as of 15 May 2021.

Dr. Robert Stretch is a specialist in Pulmonary, Critical Care & Sleep Medicine. After graduating from Yale School of Medicine in 2014, he completed subspecialty training at BIDMC, a Harvard teaching hospital in Boston, and UCLA Medical Center in Los Angeles. Timestamps 0:05 – Introducing Robert Stretch 0:25 – Robert’s journey studying medicine in …

0:15 – Introduction to Frazis Capital Partners. 1:45 – Sell-off trends and SPAC’s. 3:57 – Growth stocks outperforming tech indices. 6:45 – Standpoint on growth stocks. 9:18 – Software’s strong run. 11:05 – Multiple contractions and what this means. 13:30 – Teladoc Health. 14:20 – View on Appharvest. 16:45 – Batteries & developments in the lithium s…

Brian Hartzer joins us to talk about his new book 'The Leadership Star', available from Amazon. Brian was CEO of Westpac from 2014-2020. For those who don't know Westpac is Australia's second largest bank with over $800 billion of assets. Brian discusses his 'Leadership Star' framework and pivotal moments in Australia's banking history. Brian also …

Michael Frazis gives an update on SPACs, rising interest rates, tech valuations and what might happen next. Timestamps 1:35 - Quick review of 2021 2:30 - Thoughts on Cathie Wood and ARK 3:59 - Expansions and contractions in software multiples 7:40 - Snowflake 8:47 - SPACs: why we like them and why they're dangerous (hint: the same reason) 12:02 - W…

January 2021 - one of the more amusing weeks of finance. 0:57 - The short squeeze 2:31 - The reality of Robinhood's 'free' trades 5:08 - The hidden consequences of Hedge Fund strategy 6:51 - How useful is management access? 9:56 - The gamma squeeze 12:15 - How this forced people to rethink how they discuss finance? 13:39 - Is the squeeze squoze? 14…

1.40 - Quick review of 2020 2.35 - How to survive huge market swings like March 2020 and 2008-2009 3.45 - Discussion on support mechanisms in place in equity markets (central banks, fiscal stimulus, actions by management teams, etc) 5.45 - Current investment strategy is to stay invested & make sure we are constantly holding winners 7.35 - Sound fun…

Terry Hau interviewed us for HedgeVista.

Jackie Vullinghs @ Airtree 0:11 - Introducing Jackie 0:54 - University in Australia vs the UK 3:08 - Interviewing at Oxford and Cambridge 3:56 - Approach to VC interviews with company founders 5:55 - Jackie discusses AirTree's key portfolio focus (digital health, fintech, consumer) 6:48 - Companies are staying private for longer, is that good or ba…

Jarred Shein joins us to talk digital health. Jarred has invested in digital health at MH Carnegie and Qure, an Israeli based VC fund. 0:20 - Introducing Jarred 1:00 - Jarred's education and background. 1:45 - Jarred's studies of nanotechnology, specifically biochemistry 2:30 - Jarred's thesis on biosensor devices and how it relates to Startrek 3:5…

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