Michael Frazis
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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 ship
Dodging the bloodbath in midcap tech
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 t
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
Frazis Capital Podcast #64: Clarity Pharmaceuticals, chipmakers, and a chart doing the rounds
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 2
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 II7:35 – Kim Kardashian’s new private equity play9:16 – Collapse in price of crude oil13:12 – Market and inflation outlook15:32 – Twilio21:19 – Whitehaven Coal24:37 – Update on VC Fund deals32:02 – Summa
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