Frazis Capital Podcast

Peter Stevens joins us to talk about some of our long held investments and latest new ideas. Peter Stevens has rejoined Frazis Capital Partners, and writes his own market blog here: https://insufficientcapital.com/

A wide-ranging conversation with Eti Amegor, of Axius Partners.  We discuss growth investing, Carvana and our top biotech picks, including a drug to reduce stress.  Eti runs a podcast himself and asked some tough questions! This one was a lot of fun.  Eti's podcast 'Suits and Kicks' is available here: https://podcasts.apple.com/au/podcast/suits-and-kicks/id1454889632  And you can find more about us here: www.fraziscapitalpartners.com

Paul Brennan is a markets veteran with over 20 years at Citigroup in Australia, most recently as Chief Economist. He now consults for a wide range of clients, and in his spare time, offers his expertise to university students.  It's always great to have a chat with someone who measures their market experience in decades, so this was a real privilege.  We go deep on economics, the Australian economy, what it was like in the 90s and where things might be going next.  Paul Brennan can be found here: https://au.linkedin.com/in/paulbrennanassociates And you can find more information about us and subscribe to our newsletters here: www.fraziscapitalpartners.com

Peter Stevens joins us to talk about the recent growth sell off and the new opportunities and investment ideas we're looking at. 

There are many ways to create value without showing after-tax profits.  Michael Frazis and Mario Emmanuel discuss new approaches. https://www.fraziscapitalpartners.com/post/value-is-dead-long-live-value

Recorded 16 September, 2019, this podcast features Anna Satouris and a discussion around energy, markets and prices. 

Michael Frazis and Anna Satouris discuss Carvana, Afterpay, Pinduoduo and our recent fee rebate to long term clients. 

This episode features a chat with Rebecca Gingell, who runs business development at OxMet Technologies, an Oxford University spin-out utilizing decades of academic modelling expertise to design and commercialize new alloys.  It turns out that almost every alloy we use in every day life was discovered long ago.  Rebecca explains how we've barely scratched the surface of the potential number of alloys, and shares some interesting facts, like why it's not actually strength that you should optimise for when designing medical alloys for bone implants.  More information on OxMet is available here: https://www.oxmet-technologies.com/  And Becky can be contacted here: https://www.linkedin.com/in/rebecca-gingell/ 

In this episode we recorded a fascinating chat with Hon Weng Chong, the founder CC Labs. Hon Wen first rose to fame as a cofounder of Clinicloud, an innovative medical devices company that won FDA approval. The firm was originally backed by Tencent and Ping An, and is now developing a new form of computing: instead of using silicon chips, they are growing live self-organising networks of neurons. They're not simulating neurons, they're actually growing them. The technology could be applied to some of the toughest targets in artificial intelligence, and Hon's plan is to take this one step further, and put the entire computational platform on the cloud, so researchers around the world can run novel, live experiments on CC Lab's wet infrastructure. This is cutting edge stuff, so if you want to know more or help in any way please get in touch or reach out to Hon Wen directly.  More information available here: www.cclabs.ai

In this episode we have a chat with Eti Amegor, director of Axius Partners and founder of Suits and Kicks ( http://www.suitsandkicks.com/ ). At Axius, Eti advises and raises capital for some of the most distinguished and highest returning investment funds in the world. We discuss innovation and disruption in technology, and the role of hedge funds in a portfolio. 

We discuss the market outlook, Disney's new streaming service and portfolio protection.

Michael Wayne is the founder of the Medallion Financial Group, a wealth management firm specialising in investment advice.  Michael discusses his firm, some investment ideas, and the outlook for financial markets, as well as Biogen's latest Alzheimer's trial failure in biotech land. More information on Medallion and Michael Wayne can be found here:  https://www.medallionfinancial.com.au/ 

Michael Frazis and Harvey Migotti discuss Google, IPG Photonics and Carvana.  Harvey has a background in both public and private market investing, with roles at Balyasny, Amiya and Apax.  https://www.fraziscapitalpartners.com/

State of technology, famous investors, and some ways to hedge against turbulent times. 

Michael Frazis and Eti Amegor go deep into volatility, why the beginning and end of 2018 were so different, and where Australian investors are putting their money. Eti also talks about his blog Suits and Kicks, for high achieving professionals who want to perform at the highest level both inside and outside the office.  Available here: http://www.suitsandkicks.com/

Michael and Mario discuss Fiat, cyclicals, value, and Aussie fundamentals.

Michael Frazis and Anna Satouris discuss Afterpay, Cooper Energy, Stanmore Coal and the Australian housing market.

Michael Frazis and Mario Emmanuel discuss financial markets in 2018, the current outlook, and some of our latest investments.