FrazPod

Michael Frazis, Misha Saul and guests discuss the life sciences, technology, and their latest investment ideas.

#92: Syntara Phase 2 Success, Geopolitics and Uranium
Jun 16, 2025 – 00:25:06
#91: ChatGPT v Google, SpaceX and Autonomous Driving
Jun 6, 2025 – 00:26:11
#90: HIMS and Most Favoured Nation with Mike and Elle
May 28, 2025 – 00:38:21
#89: Anteris CEO on the next generation of heart valves
May 8, 2025 – 01:08:41
#88: Big tech earnings! Does the market settle?
May 5, 2025 – 00:28:58
#87 - Google earnings, and was that a low in semis and biotech?
Apr 26, 2025 – 00:24:44
#86: Mike and Ellianna discuss the latest market moves.
Apr 19, 2025 – 00:27:37
Clarity Pharmaceuticals, with Dr Alan Taylor
Apr 6, 2025 – 00:52:49
Curing prostate cancer, with research superstar Professor Louise Emmett
Mar 30, 2025 – 01:01:51
Equity sell off - the real deal? Strategy update from Michael Frazis
Mar 22, 2025 – 00:34:54
#82: A fresh look at true customer love and explosive growth, HIMS, Clarity Pharma and semis
Feb 26, 2025 – 00:35:41
#82: Ellianna joins to talk DeepSeek, winners and losers, and 2024 in review
Jan 31, 2025 – 00:44:24
#81: Deepseek Disruption
Jan 30, 2025 – 00:10:15
#80: Aliens, Syntara and the NDIS, with Arjun Balaji
Dec 20, 2024 – 00:35:17
#79 Repairing Nerves with Orthocell CEO Paul Anderson
Dec 16, 2024 – 00:45:55
#78 - Immutep CEO Marc Voigt discusses the latest in immunotherapy for lung cancer
Nov 29, 2024 – 00:51:08
#77: Healthcare crash, Chrome vs Perplexity and a new business idea
Nov 22, 2024 – 00:38:30
#76: Australia’s secret one child policy and Trump’s FDA - Arjun Balaji joins us
Nov 11, 2024 – 01:10:08
#75: Big tech roundout with Meta and why the shtcos are rallying
Nov 11, 2024 – 00:13:56
#74: Amazon, Microsoft and Google report! (and an election)
Nov 7, 2024 – 00:28:02
#73: Strategy Update - cars, semis, smartphones and algorithms
Oct 26, 2024 – 00:23:34
#72: Hashan de Silva joins us to cover CurvebeamAI, Syntara, a new approach to Alzheimer's and his new fund
Oct 20, 2024 – 01:13:05
#71: Double or Nothing - Misha's new fund, the crash (and recovery), driverless cars, and UK turmoil
Aug 20, 2024 – 00:36:21
#70: Clarity Pharmaceuticals, with Chairman Dr Alan Taylor
Jul 9, 2024 – 01:19:02
#69: Droneshield: Defending against the modern horrors of war, with CEO Oleg Vornik
May 30, 2024 – 01:01:46
Frazpod #68: Dodging the bloodbath in midcap tech
May 10, 2024 – 00:20:52
Frazpod #67 - Clarity Pharma, Curvebeam AI, Transmedics and AMD
May 1, 2024 – 00:19:33
Episode #66: A crack in the semi facade? Angus Walker joins us
Apr 19, 2024 – 00:34:45
Episode #65 - Interesting perspectives from Microsoft
Apr 17, 2024 – 00:23:19
Frazis Capital Podcast
Apr 5, 2024 – 00:21:20
Frazis Capital Podcast #63: The three revolutions of 2023 and where they will go in 2024.
Jan 23, 2024 – 00:22:18
Frazis Capital Podcast #62: Medtech, liquidity, and talking computers
Oct 17, 2023 – 00:14:40
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 6, 2023 – 00:37:23
Double or Nothing #16: Qantas scandal, an aggressive move in capital markets, a new IPO, and dodgy Government energy data
Sep 8, 2023 – 00:20:31
Double or Nothing #15 - Ozempic, AI in the sex industry, drug discovery, Stefan Zweig
Aug 10, 2023 – 00:32:45
Double or Nothing #14: Michael Frazis and Misha Saul talk markets
Apr 2, 2023 – 00:20:55
State of the Market: the winners and losers in big tech cost outs
Mar 20, 2023 – 00:27:57
Double or Nothing #13: Submarines and Silicon Valley Bank
Mar 17, 2023 – 00:29:44
Double or Nothing Episode #12: ChatGPT, Cortes and the Aztecs
Feb 12, 2023 – 00:38:44
Frazis Capital Update - 9 February 2023
Feb 8, 2023 – 00:27:14
Double or Nothing #11: Chess, inflation, AI, software, stocks
Feb 1, 2023 – 00:39:18
Double or Nothing #10: Crowdstrike, inflation, 2023
Dec 22, 2022 – 00:53:09
Double or Nothing #9: Grindr IPO, Sunrise, and inflation rolls over
Nov 24, 2022 – 00:41:44
Double or Nothing #8: SBF
Nov 15, 2022 – 00:42:58
Double or Nothing #7: Nuclear war? And Facebook, Square, Microsoft, Google
Oct 8, 2022 – 00:57:20
Double or Nothing #6: Run on the pound? And private equity does deals
Oct 1, 2022 – 00:45:44
Double or Nothing #5: Adobe buys Figma, Ancient and Modern heroes, and CPI prints
Sep 16, 2022 – 00:44:24
Double or Nothing #4: Kim Kardashian's private equity play, the collapse in US gas prices, Twilio, Whitehaven and VC
Sep 11, 2022 – 00:32:31
Double or Nothing #3: Artificial intelligence gets creative and Powell speaks at Jackson Hole
Sep 2, 2022 – 00:47:24
Double or Nothing #2: Qantas, NVDA, Farfetch, Nathan Tinkler and Fortescue
Aug 29, 2022 – 00:49:50