Frazis Capital Podcast

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  21:36 – Recap of Blackbird’s Sunrise startup conference and thoughts on private markets  31:44 – Lessons learned from market downturns  38:25 – Cyclicality of the semiconductor industry  39:31 – Life science industry outlook

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 II 7:35 – Kim Kardashian’s new private equity play 9:16 – Collapse in price of crude oil 13:12 – Market and inflation outlook 15:32 – Twilio 21:19 – Whitehaven Coal 24:37 – Update on VC Fund deals 32:02 – Summary and wrap-up

Artificial intelligence gets creative and Powell speaks at Jackson Hole

Double or Nothing with Misha Saul and Michael Frazis 0:15 – Preview and thoughts on Jerome Powell’s upcoming speech 1:00 – Update on Nvidia’s recent earnings and the wider semiconductor industry 12:10 – Farfetch update and latest earnings 15:45 – Notable small cap and GARP stocks 17:23 – Qantas recent performance and share buyback announcement 22:46 – Nathan Tinkler’s proposed coal mine acquisition 26:31 – Texas government order for divestment of all Blackrock holdings due to hostility on fossil fuels 28:06 – Andrew Forrest’s rise in the mining industry 34:05 – Assessment of Farfetch’s success and outlook 38:15 – Cettire – ASX listed Australian luxury goods company 42:19 – Rise and fall of Marley Spoon 49:20 – Summary and wrap-up

Trialling a new format, and joined by Misha Saul. Please let us know what you think!

Michael Frazis gives a market update. Detailed notes to follow.

An interview with Dr Stephen Tisch, who is researching treatment methods for dystonia at St Vincent's Hospital, Sydney.  If you would like to support Neurology and Neurosciences Research at St Vincent’s please visit www.supportstvincents.com click Donate, and select 'Neurosciences Research' from the drop-down menu.     Or contact Nicole at the St Vincent’s Curran Foundation on +61 422 715 377 or by Email nicole.forrestgreen@svha.org.au for EFT-bank details and cheque instructions.