Frazis Capital Podcast

By Michael Frazis

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

  1. 1.
    Episode 42: Brian Hartzer, CEO of Westpac from 2014-2020, on leadership, culture and financial technology
    59:38
  2. 2.
    Episode 41: Where to next? SPACs, rising interest rates and tech stocks
    28:50
  3. 3.
    Episode 40: Gamestop
    25:00
  4. 4.
    Episode 39: January 2021 Strategy Update
    43:33
  5. 5.
    Episode 38: Interview with Terry Hau
    42:19
  6. 6.
    Episode 37: Jackie Vullinghs from Airtree
    59:18
  7. 7.
    Episode 36: Jarred Shein joins us to talk digital health
    47:26
  8. 8.
    Episode 35: Sam Rich joins us to talk security, Crowdstrike, travel names, and how we're positioning the portfolio
    30:26
  1. 9.
    Episode 34: Joel Tomaino joins us
    18:18
  2. 10.
    Episode 33: Interview with Chris Gosselin from Australian Fund Monitors
    22:32
  3. 11.
    Episode 32: Peter Stevens joins us to discuss a new stock and our current outlook
    16:37
  4. 12.
    Episode 31: Gaming, eSports and chipmakers - Ben Krochmal joins us for a deep dive
    43:16
  5. 13.
    Episode 30: Plug Power, Solaredge, and a market update
    16:51
  6. 14.
    Episode 29: Alexander Portz joins us to talk growth investing in the UK and abroad
    57:21
  7. 15.
    Episode 28: Moving up against the market
    55:03
  8. 16.
    Episode 27: Coronacrisis Recovery?
    42:33
  9. 17.
    Episode 26: Deeper into the coronacrisis
    48:15
  10. 18.
    Episode 25: Market sell-off and interesting times
    25:14
  11. 19.
    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
    24:39
  12. 20.
    Episode 23: Time to sell? Mike and Claude go through Shopify, EML and other cult stocks in the market right now
    44:06
  13. 21.
    Episode 22: Aussie growth stocks for the next decade? Mike and Claude talk Polynovo, Avita, Audinate, Pro Medicus and Afterpay
    49:28
  14. 22.
    Episode 21: A high-tech company with explosive growth...and various other science things you don't want to miss
    45:59
  15. 23.
    Episode 20: Australian bushfires, and two Aussie companies revolutionising burns treatment
    32:29
  16. 24.
    Episode 19: How we’re different
    28:01
  17. 25.
    Episode 18: Portfolio updates and new ideas with Peter Stevens
    42:24
  18. 26.
    Episode 17: Strategy, biotech and growth investing with Eti Amegor
    1:12:04
  19. 27.
    Episode 16: Paul Brennan goes deep on the Australian economy
    50:25
  20. 28.
    Episode 15: Growth opportunities and the software sell-off with Peter Stevens
    43:46
  21. 29.
    Episode 14: Value is Dead, Long Live Value with Mario Emmanuel
    42:37
  22. 30.
    Episode 13: A chat with Anna Satouris about energy, markets and prices
    16:27
  23. 31.
    Episode 12: We discuss a strong reporting season and our fee rebate to long term clients
    24:53
  24. 32.
    Episode 11: Rebecca Gingell on alloy design and OxMet, an Oxford University spinout
    46:27
  25. 33.
    Episode 10: Computing with live neurons - Clinicloud founder takes us through his latest venture
    59:59
  26. 34.
    Episode 9: We go deep with Eti Amegor on innovation, disruption and the role of hedge funds in a portfolio
    35:19
  27. 35.
    Episode 8: A conversation with Anna Satouris on Disney's new streaming service and portfolio protection
    19:45
  28. 36.
    Episode 7: Michael Wayne and Michael Frazis discuss Medallion, markets, Alzheimers and biotech
    23:39
  29. 37.
    Episode 6: Google, Carvana and IPG Photonics, a discussion with Harvey Migotti
    38:16
  30. 38.
    Episode 5: Mike and Mario discuss some new investment ideas
    21:03
  31. 39.
    Episode 4: Mike and Eti Amegor discuss volatility, real estate and how local investors are currently allocating
    42:46
  32. 40.
    Episode 3: Fiat, value, and the Aussie dollar
    20:50
  33. 41.
    Episode 2: Afterpay, Cooper Energy, Stanmore Coal and the Australian Housing Market
    20:46
  34. 42.
    Episode 1: Rundown of 2018 and a review of some of our US tech investments
    36:17

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