Frazis Capital Podcast
By Michael Frazis
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Category: Investing
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Subscribers: 22
Reviews: 0
Episodes: 119
Description
Michael Frazis and Ellianna discuss the life sciences, technology, and their latest investment ideas.
| Episode | Date |
|---|---|
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#99: ETF Launch - ASX:ROAR
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Jun 02, 2026 |
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#98: AI Agents, Software Collapse & the Next Tech Cycle
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Feb 02, 2026 |
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#97: AI Has Entered the Takeoff Phase
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Jan 12, 2026 |
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#96: 99% of people missed it. You have 33 minutes to catch up.
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Jan 05, 2026 |
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#94: Nvidia’s Red Flags, NeoCloud Bubble & the Quiet Quant Crash
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Dec 28, 2025 |
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#95 Year-End Market: AI CapEx, Nvidia, Neo-Clouds & 2026 Setup | Frazis Capital Podcast
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Dec 23, 2025 |
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#93: Retail Driving Red-Hot Rally & the $10B Quest for the Holy Grail: Can Grail Change Cancer Detection?
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Oct 10, 2025 |
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Amplia Therapeutics with CEO Chris Burns
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Sep 19, 2025 |
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#92: Syntara Phase 2 Success, Geopolitics and Uranium
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Jun 16, 2025 |
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#91: ChatGPT v Google, SpaceX and Autonomous Driving
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Jun 06, 2025 |
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#90: HIMS and Most Favoured Nation with Mike and Elle
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May 28, 2025 |
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#89: Anteris CEO on the next generation of heart valves
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May 08, 2025 |
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#88: Big tech earnings! Does the market settle?
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May 05, 2025 |
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#87 - Google earnings, and was that a low in semis and biotech?
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Apr 26, 2025 |
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#86: Mike and Ellianna discuss the latest market moves.
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Apr 19, 2025 |
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Clarity Pharmaceuticals, with Dr Alan Taylor
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Apr 06, 2025 |
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Curing prostate cancer, with research superstar Professor Louise Emmett
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Mar 30, 2025 |
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Equity sell off - the real deal? Strategy update from Michael Frazis
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Mar 22, 2025 |
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#82: A fresh look at true customer love and explosive growth, HIMS, Clarity Pharma and semis
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Feb 26, 2025 |
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#82: Ellianna joins to talk DeepSeek, winners and losers, and 2024 in review
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Jan 31, 2025 |
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#81: Deepseek Disruption
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Jan 30, 2025 |
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#80: Aliens, Syntara and the NDIS, with Arjun Balaji
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Dec 20, 2024 |
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#79 Repairing Nerves with Orthocell CEO Paul Anderson
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Dec 16, 2024 |
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#78 - Immutep CEO Marc Voigt discusses the latest in immunotherapy for lung cancer
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Nov 29, 2024 |
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#77: Healthcare crash, Chrome vs Perplexity and a new business idea
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Nov 22, 2024 |
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#76: Australia’s secret one child policy and Trump’s FDA - Arjun Balaji joins us
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Nov 11, 2024 |
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#75: Big tech roundout with Meta and why the shtcos are rallying
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Nov 11, 2024 |
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#74: Amazon, Microsoft and Google report! (and an election)
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Nov 07, 2024 |
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#73: Strategy Update - cars, semis, smartphones and algorithms
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Oct 26, 2024 |
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#72: Hashan de Silva joins us to cover CurvebeamAI, Syntara, a new approach to Alzheimer's and his new fund
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Oct 20, 2024 |
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#71: Double or Nothing - Misha's new fund, the crash (and recovery), driverless cars, and UK turmoil
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Aug 20, 2024 |
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#70: Clarity Pharmaceuticals, with Chairman Dr Alan Taylor
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Jul 09, 2024 |
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#69: Droneshield: Defending against the modern horrors of war, with CEO Oleg Vornik
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May 30, 2024 |
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Frazpod #68: Dodging the bloodbath in midcap tech
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May 10, 2024 |
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Frazpod #67 - Clarity Pharma, Curvebeam AI, Transmedics and AMD
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May 01, 2024 |
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Episode #66: A crack in the semi facade? Angus Walker joins us
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Apr 19, 2024 |
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Episode #65 - Interesting perspectives from Microsoft
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Apr 17, 2024 |
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Frazis Capital Podcast
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Apr 05, 2024 |
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Frazis Capital Podcast #63: The three revolutions of 2023 and where they will go in 2024.
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Jan 23, 2024 |
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Frazis Capital Podcast #62: Medtech, liquidity, and talking computers
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Oct 17, 2023 |
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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.
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Oct 06, 2023 |
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Double or Nothing #16: Qantas scandal, an aggressive move in capital markets, a new IPO, and dodgy Government energy data
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Sep 08, 2023 |
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Double or Nothing #15 - Ozempic, AI in the sex industry, drug discovery, Stefan Zweig
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Aug 10, 2023 |
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Double or Nothing #14: Michael Frazis and Misha Saul talk markets
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Apr 02, 2023 |
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State of the Market: the winners and losers in big tech cost outs
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Mar 20, 2023 |
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Double or Nothing #13: Submarines and Silicon Valley Bank
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Mar 17, 2023 |
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Double or Nothing Episode #12: ChatGPT, Cortes and the Aztecs
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Feb 12, 2023 |
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Frazis Capital Update - 9 February 2023
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Feb 08, 2023 |
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Double or Nothing #11: Chess, inflation, AI, software, stocks
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Feb 01, 2023 |
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Double or Nothing #10: Crowdstrike, inflation, 2023
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Dec 22, 2022 |
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Double or Nothing #9: Grindr IPO, Sunrise, and inflation rolls over
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Nov 24, 2022 |
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Double or Nothing #8: SBF
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Nov 15, 2022 |
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Double or Nothing #7: Nuclear war? And Facebook, Square, Microsoft, Google
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Oct 08, 2022 |
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Double or Nothing #6: Run on the pound? And private equity does deals
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Oct 01, 2022 |
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Double or Nothing #5: Adobe buys Figma, Ancient and Modern heroes, and CPI prints
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Sep 16, 2022 |
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Double or Nothing #4: Kim Kardashian's private equity play, the collapse in US gas prices, Twilio, Whitehaven and VC
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Sep 11, 2022 |
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Double or Nothing #3: Artificial intelligence gets creative and Powell speaks at Jackson Hole
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Sep 02, 2022 |
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Double or Nothing #2: Qantas, NVDA, Farfetch, Nathan Tinkler and Fortescue
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Aug 29, 2022 |
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New Format with Misha Saul. Double or Nothing Episode #1
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Aug 20, 2022 |
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Episode #60: Market update - 15 May 2022
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May 18, 2022 |
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Episode #59: A cure for Dystonia with Dr Stephen Tisch
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Apr 16, 2022 |
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Episode #58: Equity rotation and the tech sell-off
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Jan 07, 2022 |
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Episode #57: Misha Saul on markets, life, family, and violence in Western society
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Dec 03, 2021 |
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Episode #56: Market review
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Nov 29, 2021 |
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Episode #55: Inflation strikes
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Nov 17, 2021 |
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Episode 54: New venture fund, Web3, Zillow vs Opendoor, and questions answered
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Nov 06, 2021 |
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Episode 53: How to build a deep tech company in aerospace from scratch, with Henry Bilinsky, founderCEO of MicroTau
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Sep 23, 2021 |
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Episode 52: 20 September 2021 Update and Questions Answered
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Sep 21, 2021 |
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Episode 51: New antibodies, vaccines, and our portfolio companies Cettire, Futu, and Camplify report
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Sep 02, 2021 |
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Episode 50: Reporting season and the next big thing in the life sciences
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Aug 23, 2021 |
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Episode 49: Regulatory crackdown in China and Square's acquisition of Afterpay
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Aug 06, 2021 |
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Episode 48: SALT interview with Rachel Pether - true love and explosive growth
|
Jul 19, 2021 |
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Episode 47: A disastrous decision from the FDA
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Jun 10, 2021 |
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Episode 46: Strategy in the Life Sciences
|
Jun 06, 2021 |
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Episode 45: Growth sell-off continues
|
May 17, 2021 |
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Episode 44: Dr Robert Stretch
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May 10, 2021 |
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Episode 43: Strategy update 22 April 2021
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Apr 23, 2021 |
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Episode 42: Brian Hartzer, CEO of Westpac from 2014-2020, on leadership, culture and financial technology
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Apr 06, 2021 |
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Episode 41: Where to next? SPACs, rising interest rates and tech stocks
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Mar 21, 2021 |
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Episode 40: Gamestop
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Jan 30, 2021 |
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Episode 39: January 2021 Strategy Update
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Jan 26, 2021 |
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Episode 38: Interview with Terry Hau
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Oct 27, 2020 |
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Episode 37: Jackie Vullinghs from Airtree
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Sep 25, 2020 |
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Episode 36: Jarred Shein joins us to talk digital health
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Sep 21, 2020 |
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Episode 35: Sam Rich joins us to talk security, Crowdstrike, travel names, and how we're positioning the portfolio
|
Sep 03, 2020 |
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Episode 34: Joel Tomaino joins us
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Aug 26, 2020 |
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Episode 33: Interview with Chris Gosselin from Australian Fund Monitors
|
Aug 19, 2020 |
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Episode 32: Peter Stevens joins us to discuss a new stock and our current outlook
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Jul 17, 2020 |
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Episode 31: Gaming, eSports and chipmakers - Ben Krochmal joins us for a deep dive
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Jul 07, 2020 |
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Episode 30: Plug Power, Solaredge, and a market update
|
Jul 04, 2020 |
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Episode 29: Alexander Portz joins us to talk growth investing in the UK and abroad
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Jun 10, 2020 |
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Episode 28: Moving up against the market
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May 16, 2020 |
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Episode 27: Coronacrisis Recovery?
|
Apr 17, 2020 |
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Episode 26: Deeper into the coronacrisis
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Apr 10, 2020 |
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Episode 25: Market sell-off and interesting times
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Mar 09, 2020 |
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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
|
Feb 28, 2020 |
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Episode 23: Time to sell? Mike and Claude go through Shopify, EML and other cult stocks in the market right now
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Feb 25, 2020 |
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Episode 22: Aussie growth stocks for the next decade? Mike and Claude talk Polynovo, Avita, Audinate, Pro Medicus and Afterpay
|
Feb 16, 2020 |
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Episode 21: A high-tech company with explosive growth...and various other science things you don't want to miss
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Feb 12, 2020 |
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Episode 20: Australian bushfires, and two Aussie companies revolutionising burns treatment
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Feb 05, 2020 |
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Episode 19: How we’re different
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Feb 04, 2020 |
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Episode 18: Portfolio updates and new ideas with Peter Stevens
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Dec 20, 2019 |
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Episode 17: Strategy, biotech and growth investing with Eti Amegor
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Nov 29, 2019 |
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Episode 16: Paul Brennan goes deep on the Australian economy
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Nov 08, 2019 |
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Episode 15: Growth opportunities and the software sell-off with Peter Stevens
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Oct 29, 2019 |
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Episode 14: Value is Dead, Long Live Value with Mario Emmanuel
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Oct 11, 2019 |
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Episode 13: A chat with Anna Satouris about energy, markets and prices
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Sep 23, 2019 |
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Episode 12: We discuss a strong reporting season and our fee rebate to long term clients
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Aug 30, 2019 |
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Episode 11: Rebecca Gingell on alloy design and OxMet, an Oxford University spinout
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Jul 18, 2019 |
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Episode 10: Computing with live neurons - Clinicloud founder takes us through his latest venture
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May 28, 2019 |
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Episode 9: We go deep with Eti Amegor on innovation, disruption and the role of hedge funds in a portfolio
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May 18, 2019 |
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Episode 8: A conversation with Anna Satouris on Disney's new streaming service and portfolio protection
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May 12, 2019 |
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Episode 7: Michael Wayne and Michael Frazis discuss Medallion, markets, Alzheimers and biotech
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Apr 01, 2019 |
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Episode 6: Google, Carvana and IPG Photonics, a discussion with Harvey Migotti
|
Mar 18, 2019 |
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Episode 5: Mike and Mario discuss some new investment ideas
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Mar 05, 2019 |
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Episode 4: Mike and Eti Amegor discuss volatility, real estate and how local investors are currently allocating
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Feb 19, 2019 |
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Episode 3: Fiat, value, and the Aussie dollar
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Feb 15, 2019 |
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Episode 2: Afterpay, Cooper Energy, Stanmore Coal and the Australian Housing Market
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Feb 13, 2019 |
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Episode 1: Rundown of 2018 and a review of some of our US tech investments
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Jan 31, 2019 |