Best Michael Frazis Podcasts (2025)

1
#92: Syntara Phase 2 Success, Geopolitics and Uranium 25:06

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20d ago25:06

25:06

Syntara’s highly anticipated Phase 2 results in myelofibrosis—what the data tells us, why the market sold off, and what might come next in terms of funding or partnership.

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#91: ChatGPT v Google, SpaceX and Autonomous Driving 26:11

29d ago26:11

26:11

Learn more at: www.fraziscapitalpartners.comNvidia’s Q1 PerformanceImpact of the H20 Chip Ban on ChinaMary Meeker: Big Tech CapEx TrendsAutonomous Driving in San Francisco: Waymo vs. UberLidar vs. Vision Debate and Safety ImplicationsLidar Startup Failures and Industry FalloutSpaceX Starship Test Flight & 2026 Mars Launch WindowHumanoid Robots and …

1
#90: HIMS and Most Favoured Nation with Mike and Elle 38:21

1M ago38:21

38:21

HIMS, NU, MELI, AMD & Aussie Biotech

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#89: Anteris CEO on the next generation of heart valves 1:08:41

2M ago1:08:41

1:08:41

Anteris CEO explains why their new biomimetic heart valve can take serious market share in a $10 billion market. It's currently implanted in over 100 patients, and surgeons are delighted with the results. The market is sleeping on this one...

1
#88: Big tech earnings! Does the market settle? 28:58

2M ago28:58

28:58

Mike and Ellianna discuss

1
#87 - Google earnings, and was that a low in semis and biotech? 24:44

2M ago24:44

24:44

#87 - Google earnings, and was that a low in semis and biotech? Mike and Ellianna discuss

1
#86: Mike and Ellianna discuss the latest market moves. 27:37

3M ago27:37

27:37

Mike and Ellianna discuss the latest market moves.Sections00:00 - US Tariffs and Market Reactions06:35 - Managing Risk12:41 - Opportunities in Tech and Healthcare21:18 - Reddit23:54 - Market Dynamics and Short Selling28:54 - Clarity's Market Position and Future Prospects33:43 - Biotech Sector Valuation and Mispricing35:55 - Interest Rates and Econo…

1
Clarity Pharmaceuticals, with Dr Alan Taylor 52:49

3M ago52:49

52:49

00:00 Welcome Back and Market Overview03:05 Navigating the Macro Environment05:59 Company Developments and Fast Track Designations09:11 Short Selling and Market Sentiment12:08 Innovations in PSMA Targeting Agents15:03 Financing Strategies and Market Positioning17:46 Clinical Trials and Sensitivity Improvements21:14 Regulatory Pathways and Market En…

1
Curing prostate cancer, with research superstar Professor Louise Emmett 1:01:51

3M ago1:01:51

1:01:51

00:00 - Introduction to Radiopharmaceuticals and PSMA 03:00 - Current State of PSMA in Prostate Cancer Treatment 06:04 - Comparative Analysis: US vs Australia in Radiopharmaceuticals 09:02 - Imaging Techniques and Their Impact on Diagnosis 12:14 - The Patient Journey: From Diagnosis to Treatment 14:56 - Challenges in Sensitivity and Specificity of …

1
Equity sell off - the real deal? Strategy update from Michael Frazis 34:54

4M ago34:54

34:54

Equity sell off - the real deal? Strategy update from Michael Frazis

1
#82: A fresh look at true customer love and explosive growth, HIMS, Clarity Pharma and semis 35:41

4M ago35:41

35:41

00:0 True Customer Love and Explosive Growth02:05 - Portfolio update04:09 - Hims: A Case Study in True Customer Love and Explosive Growth07:18 - Defining True Customer Love11:33 - The Future of Hims and Market Dynamics in GLP-1sClarity's Fast-Tracked Approval and Market Response27:06 - Short Selling in CU629:59 - If you want to be valued like a US …

1
#82: Ellianna joins to talk DeepSeek, winners and losers, and 2024 in review 44:24

5M ago44:24

44:24

#82: Ellianna joins to talk DeepSeek, winners and losers, and 2024 in review

1
#81: Deepseek Disruption 10:15

5M ago10:15

10:15

Timestamps00:00 - The Rise of DeepSeek: A Game Changer in AI02:52 - Impact on Valuations and Capital Expenditure05:55 - Investment Strategies in 202508:52 - Focus on Australian Biotech and HealthcareTakeawaysDeepSeek's AI system is a major disruptor in the market.The release of model weights challenges existing AI business models.Investors are reco…

1
#80: Aliens, Syntara and the NDIS, with Arjun Balaji 35:17

7M ago35:17

35:17

#80: Aliens, Syntara and the NDIS with Arjun Balaji

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#79 Repairing Nerves with Orthocell CEO Paul Anderson 45:55

7M ago45:55

45:55

Paul Anderson, CEO of Orthocell, discusses the company's collagen-based medical devices aimed at regenerative medicine. He covers their products for bone regeneration, nerve repair, and tendon repair, highlighting their clinical success and market potential. The conversation also covers the company's strategic partnerships, regulatory approvals, an…

1
#78 - Immutep CEO Marc Voigt discusses the latest in immunotherapy for lung cancer 51:08

7M ago51:08

51:08

Michael Frazis interviews Marc Voigt, CEO of Imutep, discussing the challenges of lung cancer, the evolution of immunotherapy, and the innovative approaches Imutep is taking in cancer treatment. They explore clinical trial data, commercial opportunities, and advancements in autoimmune disease research, while also addressing the financial health and…

1
#77: Healthcare crash, Chrome vs Perplexity and a new business idea 38:30

8M ago38:30

38:30

Michael Frazis and Arjun Balaji discuss the current state of the markets, the shifts in healthcare and the performance of small-cap tech stocks. They analyze the challenges faced by major pharmaceutical companies like Pfizer and Moderna, particularly in light of political changes and scrutiny. The discussion also delves into the role of advertising…

1
#76: Australia’s secret one child policy and Trump’s FDA - Arjun Balaji joins us 1:10:08

8M ago1:10:08

1:10:08

00:00 Introduction and Background 02:02 Political Landscape and Global Trends 05:58 Australia's secret One Child policy 09:59 COVID-19 Policies and Public Trust 13:49 Biotech Regulation and the FDA 18:08 Emerging Trends in Biotech 26:01AI in Drug Discovery and Development 30:03 AI's Role in Drug Development 34:49 Challenges in Drug Trials and Regul…

1
#75: Big tech roundout with Meta and why the shtcos are rallying 13:56

8M ago13:56

13:56

#75: Big tech roundout with Meta and why the shtcos are rallying

1
#74: Amazon, Microsoft and Google report! (and an election) 28:02

8M ago28:02

28:02

Amazon, Microsoft and Google report! (and an election)

1
#73: Strategy Update - cars, semis, smartphones and algorithms 23:34

8M ago23:34

23:34

#73: Strategy Update - cars, semis, smartphones and algorithms

1
#72: Hashan de Silva joins us to cover CurvebeamAI, Syntara, a new approach to Alzheimer's and his new fund 1:13:05

9M ago1:13:05

1:13:05

#72: Hashan de Silva joins us to cover CurvebeamAI, Syntara, a new approach to Alzheimer's and his new fund

1
#71: Double or Nothing - Misha's new fund, the crash (and recovery), driverless cars, and UK turmoil 36:21

11M ago36:21

36:21

#71: Double or Nothing - Misha's new fund, the crash (and recovery), driverless cars, and UK turmoil

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#70: Clarity Pharmaceuticals, with Chairman Dr Alan Taylor 1:19:02

12M ago1:19:02

1:19:02

Dr Alan Taylor discusses Clarity Pharmaceuticals in depth.

1
#69: Droneshield: Defending against the modern horrors of war, with CEO Oleg Vornik 1:01:46

1y ago1:01:46

1:01:46

It must be a uniquely modern horror to see a drone flying towards you with a grenade strapped, and it must be all the worse to know your last moments are being filmed. Drones are now ubiquitous across the battlefields of Ukraine, Gaza, and shipping lanes in the Middle East. Costing relative pittances, cheap drones loaded with explosives can destroy…

1
Frazpod #68: Dodging the bloodbath in midcap tech 20:52

1y ago20:52

20:52

Dodging the bloodbath in midcap tech

1
Frazpod #67 - Clarity Pharma, Curvebeam AI, Transmedics and AMD 19:33

1y ago19:33

19:33

Clarity Pharmaceuticals Success: Clarity Pharmaceuticals reported a significant response in a patient with metastatic castrate-resistant prostate cancer. The patient received two cycles of copper 67 Biss. PSMA, and after six months from the second dose, there was no evidence of PSA, indicating a potential cure. This is noteworthy because the patien…

1
Episode #66: A crack in the semi facade? Angus Walker joins us 34:45

1y ago34:45

34:45

Episode #66: A crack in the semi facade? Angus Walker joins us

1
Episode #65 - Interesting perspectives from Microsoft 23:19

1y ago23:19

23:19

Interesting perspectives from Microsoft

1
Frazis Capital Podcast 21:20

1+ y ago21:20

21:20

Semis, Tesla and interest rates, what we're looking at right now

1
Frazis Capital Podcast #63: The three revolutions of 2023 and where they will go in 2024. 22:18

1+ y ago22:18

22:18

The three revolutions of 2023 and where they will go in 2024. And our top ASX pick...

1
Frazis Capital Podcast #62: Medtech, liquidity, and talking computers 14:40

1+ y ago14:40

14:40

Medtech, liquidity, and talking computers

1
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. 37:23

1+ y ago37:23

37:23

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.

1
Double or Nothing #16: Qantas scandal, an aggressive move in capital markets, a new IPO, and dodgy Government energy data 20:31

2y ago20:31

20:31

Double or Nothing #16: Qantas scandal, an aggressive move in capital markets, a new IPO, and dodgy Government energy data.

1
Double or Nothing #15 - Ozempic, AI in the sex industry, drug discovery, Stefan Zweig 32:45

2y ago32:45

32:45

Ozempic, AI in the sex industry, drug discovery, Stefan Zweig

1
Double or Nothing #14: Michael Frazis and Misha Saul talk markets 20:55

2+ y ago20:55

20:55

Double or Nothing #14: Michael Frazis and Misha Saul talk markets

1
State of the Market: the winners and losers in big tech cost outs 27:57

2+ y ago27:57

27:57

State of the Market: the winners and losers in big tech cost outs

1
Double or Nothing #13: Submarines and Silicon Valley Bank 29:44

2+ y ago29:44

29:44

Michael Frazis and Misha Saul talk Silicon Valley bank and Submarines

1
Double or Nothing Episode #12: ChatGPT, Cortes and the Aztecs 38:44

2+ y ago38:44

38:44

Double or Nothing Episode #12: ChatGPT, Cortes and the Aztecs.

1
Frazis Capital Update - 9 February 2023 27:14

2+ y ago27:14

27:14

Michael Frazis gives an update on markets and technology.

1
Double or Nothing #11: Chess, inflation, AI, software, stocks 39:18

2+ y ago39:18

39:18

Misha Saul and Michael Frazis talk markets

1
Double or Nothing #10: Crowdstrike, inflation, 2023 53:09

2+ y ago53:09

53:09

Double or Nothing #10: Crowdstrike, inflation, 2023

1
Double or Nothing #9: Grindr IPO, Sunrise, and inflation rolls over 41:44

2+ y ago41:44

41:44

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 …

1
Double or Nothing #8: SBF 42:58

2+ y ago42:58

42:58

Michael Frazis and Misha Saul talk SBF and inflation.

1
Double or Nothing #7: Nuclear war? And Facebook, Square, Microsoft, Google 57:20

2+ y ago57:20

57:20

Double or Nothing #7: Nuclear war? And Facebook, Square, Microsoft, Google

1
Double or Nothing #6: Run on the pound? And private equity does deals 45:44

3y ago45:44

45:44

Misha Saul and Michael Frazis discuss latest developments in global markets.

1
Double or Nothing #5: Adobe buys Figma, Ancient and Modern heroes, and CPI prints 44:24

3y ago44:24

44:24

Double or Nothing with Michael Frazis and Misha Saul. Adobe buys Figma, Ancient and Modern heroes, and CPI prints

1
Double or Nothing #4: Kim Kardashian's private equity play, the collapse in US gas prices, Twilio, Whitehaven and VC 32:31

3y ago32:31

32:31

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

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Double or Nothing #3: Artificial intelligence gets creative and Powell speaks at Jackson Hole 47:24

3y ago47:24

47:24

Artificial intelligence gets creative and Powell speaks at Jackson Hole

1
Double or Nothing #2: Qantas, NVDA, Farfetch, Nathan Tinkler and Fortescue 49:50

3y ago49:50

49:50

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 22:4…