Episode #66: A crack in the semi facade? Angus Walker joins us
Frazis Capital Podcast
by Michael Frazis
6d ago
Episode #66: A crack in the semi facade? Angus Walker joins us ..read more
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Frazis Capital Podcast #64: Clarity Pharmaceuticals, chipmakers, and a chart doing the rounds
Frazis Capital Podcast
by Michael Frazis
1M ago
Frazis Capital Podcast #64: Clarity Pharmaceuticals, chipmakers, and a chart doing the rounds ..read more
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Frazis Capital Podcast #63: The three revolutions of 2023 and where they will go in 2024.
Frazis Capital Podcast
by Michael Frazis
3M ago
The three revolutions of 2023 and where they will go in 2024. And our top ASX pick ..read more
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Frazis Capital Podcast #62: Medtech, liquidity, and talking computers
Frazis Capital Podcast
by Michael Frazis
6M ago
Medtech, liquidity, and talking computers ..read more
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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.
Frazis Capital Podcast
by Michael Frazis
7M ago
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 ..read more
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Double or Nothing #16: Qantas scandal, an aggressive move in capital markets, a new IPO, and dodgy Government energy data,
Frazis Capital Podcast
by Michael Frazis
8M ago
Double or Nothing #16: Qantas scandal, an aggressive move in capital markets, a new IPO, and dodgy Government energy data ..read more
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Double or Nothing #15 - Ozempic, AI in the sex industry, drug discovery, Stefan Zweig
Frazis Capital Podcast
by Michael Frazis
9M ago
Ozempic, AI in the sex industry, drug discovery, Stefan Zweig ..read more
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Double or Nothing #14: Michael Frazis and Misha Saul talk markets
Frazis Capital Podcast
by Michael Frazis
1y ago
Double or Nothing #14: Michael Frazis and Misha Saul talk markets ..read more
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State of the Market: the winners and losers in big tech cost outs
Frazis Capital Podcast
by Michael Frazis
1y ago
State of the Market: the winners and losers in big tech cost outs ..read more
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Double or Nothing #13: Submarines and Silicon Valley Bank
Frazis Capital Podcast
by Michael Frazis
1y ago
Michael Frazis and Misha Saul talk Silicon Valley bank and Submarines ..read more
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