Double or Nothing! With Michael Frazis and Misha Saul
By Michael Frazis
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Category: Investing
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Subscribers: 22
Reviews: 0
Episodes: 86
Description
Michael Frazis, Misha Saul and guests discuss the life sciences, technology, and their latest investment ideas.
| Episode | Date |
|---|---|
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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
|
May 01, 2024 |
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Episode #66: A crack in the semi facade? Angus Walker joins us
|
Apr 19, 2024 |
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Episode #65 - Interesting perspectives from Microsoft
|
Apr 17, 2024 |
|
Frazis Capital Podcast
|
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.
|
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
|
Aug 10, 2023 |
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Double or Nothing #14: Michael Frazis and Misha Saul talk markets
|
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
|
Mar 17, 2023 |
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Double or Nothing Episode #12: ChatGPT, Cortes and the Aztecs
|
Feb 12, 2023 |
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Frazis Capital Update - 9 February 2023
|
Feb 08, 2023 |
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Double or Nothing #11: Chess, inflation, AI, software, stocks
|
Feb 01, 2023 |
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Double or Nothing #10: Crowdstrike, inflation, 2023
|
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
|
Nov 15, 2022 |
|
Double or Nothing #7: Nuclear war? And Facebook, Square, Microsoft, Google
|
Oct 08, 2022 |
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Double or Nothing #6: Run on the pound? And private equity does deals
|
Oct 01, 2022 |
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Double or Nothing #5: Adobe buys Figma, Ancient and Modern heroes, and CPI prints
|
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
|
Sep 11, 2022 |
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Double or Nothing #3: Artificial intelligence gets creative and Powell speaks at Jackson Hole
|
Sep 02, 2022 |
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Double or Nothing #2: Qantas, NVDA, Farfetch, Nathan Tinkler and Fortescue
|
Aug 29, 2022 |
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New Format with Misha Saul. Double or Nothing Episode #1
|
Aug 20, 2022 |
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Episode #60: Market update - 15 May 2022
|
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
|
Dec 03, 2021 |
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Episode #56: Market review
|
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
|
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
|
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
|
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
|
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
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May 17, 2021 |
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Episode 44: Dr Robert Stretch
|
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
|
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
|
Jan 26, 2021 |
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Episode 38: Interview with Terry Hau
|
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
|
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
|
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
|
Jul 17, 2020 |
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Episode 31: Gaming, eSports and chipmakers - Ben Krochmal joins us for a deep dive
|
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
|
Jun 10, 2020 |
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Episode 28: Moving up against the market
|
May 16, 2020 |
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Episode 27: Coronacrisis Recovery?
|
Apr 17, 2020 |
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Episode 26: Deeper into the coronacrisis
|
Apr 10, 2020 |
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Episode 25: Market sell-off and interesting times
|
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
|
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
|
Feb 12, 2020 |
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Episode 20: Australian bushfires, and two Aussie companies revolutionising burns treatment
|
Feb 05, 2020 |
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Episode 19: How we’re different
|
Feb 04, 2020 |
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Episode 18: Portfolio updates and new ideas with Peter Stevens
|
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
|
Nov 08, 2019 |
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Episode 15: Growth opportunities and the software sell-off with Peter Stevens
|
Oct 29, 2019 |
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Episode 14: Value is Dead, Long Live Value with Mario Emmanuel
|
Oct 11, 2019 |
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Episode 13: A chat with Anna Satouris about energy, markets and prices
|
Sep 23, 2019 |
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Episode 12: We discuss a strong reporting season and our fee rebate to long term clients
|
Aug 30, 2019 |
|
Episode 11: Rebecca Gingell on alloy design and OxMet, an Oxford University spinout
|
Jul 18, 2019 |
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Episode 10: Computing with live neurons - Clinicloud founder takes us through his latest venture
|
May 28, 2019 |
|
Episode 9: We go deep with Eti Amegor on innovation, disruption and the role of hedge funds in a portfolio
|
May 18, 2019 |
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Episode 8: A conversation with Anna Satouris on Disney's new streaming service and portfolio protection
|
May 12, 2019 |
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Episode 7: Michael Wayne and Michael Frazis discuss Medallion, markets, Alzheimers and biotech
|
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
|
Mar 05, 2019 |
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Episode 4: Mike and Eti Amegor discuss volatility, real estate and how local investors are currently allocating
|
Feb 19, 2019 |
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Episode 3: Fiat, value, and the Aussie dollar
|
Feb 15, 2019 |
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Episode 2: Afterpay, Cooper Energy, Stanmore Coal and the Australian Housing Market
|
Feb 13, 2019 |
|
Episode 1: Rundown of 2018 and a review of some of our US tech investments
|
Jan 31, 2019 |