Frazis Capital Podcast

0:00 – Intro: Mike & Ellianna catch up after Melbourne investor meetings0:45 – Market update: Retail investors driving a red-hot rally2:15 – Quants, institutions, and semiconductors hitting profit targets3:40 – Why Frazis Capital is rotating into healthcare4:30 – Spotlight on Grail: $10B spent chasing a pan-cancer blood test6:10 – The Pathfinder 2 trial and physician skepticism7:40 – FDA approval, adoption challenges, and cash burn9:00 – Clarity Pharmaceuticals: $203M raise and bold head-to-head trial10:40 – Lessons from biotech cycles: Intellia’s 100% rebound12:10 – Quant signals, timing, and managing risk in volatile markets13:40 – Retail euphoria vs. institutional lag — what comes next?15:10 – AI investment boom: data centers, semis, and software plays17:00 – Byrna’s results & the “AI in everything” trend18:20 – When hype meets fundamentals: the AMD-OpenAI deal20:00 – Scaling out, profit-taking, and managing portfolio exposure22:10 – Wrap-up and next week’s preview