35:59 Clarity’s PSMA Breakthrough: The Data That Could Redefine Prostate Cancer Imaging Frazis Capital Partners 637 views - 4 days ago
35:12 The AI Reckoning: Why Software Is Breaking & Infrastructure Wins Frazis Capital Partners 6.1K views - 2 weeks ago
39:03 AI Agents, Software Collapse & the Next Tech Cycle Frazis Capital Partners 1.7K views - 1 month ago
21:12 A tsunami is about to hit the software and investing worlds Frazis Capital Partners 65.6K views - 1 month ago
43:13 The narrow market of 2025: an Aussie bear, a trap in software, and the compounder sell-off Frazis Capital Partners 2.1K views - 2 months ago
38:37 Nvidia’s Red Flags, NeoCloud Bubble & the Quiet Quant Crash Frazis Capital Partners 2.3K views - 3 months ago
23:50 Retail Driving Red-Hot Rally & the $10B Quest for the Holy Grail: Can Grail Change Cancer Detection? Frazis Capital Partners 600 views - 4 months ago
45:07 Pancreatic Cancer: Why it’s so hard to treat, and a new drug that’s showing complete responses Frazis Capital Partners 571 views - 5 months ago
24:06 Is the quant surge behind us, and is it finally software’s time to shine? Frazis Capital Partners 849 views - 5 months ago
29:55 Inside Canaccord’s Global Growth Conference | Natera, Grail, Life360 & More Frazis Capital Partners 801 views - 6 months ago
8:28 Staying a step ahead of the quants, the Aussie biotech rebound, and our comping ETF Frazis Capital Partners 1K views - 6 months ago
23:02 Why We’re Up 24%: Navigating Market Cycles, AI Disruption & Biotech Comebacks Frazis Capital Partners 1.1K views - 7 months ago
25:07 Syntara, Aussie Biotech, Geopolitics of AI and Uranium Frazis Capital Partners 743 views - 8 months ago
26:12 ChatGPT v Google, SpaceX and Autonomous Driving Frazis Capital Partners 675 views - 8 months ago
38:22 HIMS and Most Favoured Nation with Mike and Elle Frazis Capital Partners 620 views - 9 months ago
1:00:44 Curing Alzheimer's in dogs and people, with S2N CEO Brendon Boot Frazis Capital Partners 267 views - 9 months ago
1:08:42 Next generation of heart valves, with Anteris CEO Wayne Paterson Frazis Capital Partners 1K views - 9 months ago
28:59 Market Updates: MSFT, META & Clarity Pharmaceuticals Frazis Capital Partners 750 views - 9 months ago
24:45 Google earnings, and was there just a low in semiconductors and biotech? Mike and Ellianna discuss Frazis Capital Partners 915 views - 10 months ago
52:50 Clarity Pharmaceuticals, with chairman Dr Alan Taylor Frazis Capital Partners 2.1K views - 10 months ago
1:01:52 Curing prostate cancer, with research superstar Professor Louise Emmett Frazis Capital Partners 1.2K views - 11 months ago
34:55 Equity sell off - is this the real deal? An update from Michael Frazis Frazis Capital Partners 1K views - 11 months ago
35:41 True customer love and explosive growth - a fresh look (also HIMS explodes, Clarity, and semis chat) Frazis Capital Partners 1.2K views - 1 year ago
44:25 DeepSeek Disruption, winners and losers, & highs and lows of 2024 Frazis Capital Partners 1.6K views - 1 year ago
10:16 DeepSeek and Nvidia, how a downturn might play out Frazis Capital Partners 839 views - 1 year ago
45:56 Repairing Nerves: Orthocell's story, with CEO Paul Anderson Frazis Capital Partners 1.3K views - 1 year ago
51:09 Immutep CEO Marc Voigt - the next phase of immunotherapy - CEO Series Frazis Capital Partners 1.2K views - 1 year ago
38:31 Healthcare crash, Chrome vs Perplexity and a new business idea Frazis Capital Partners 664 views - 1 year ago
1:10:09 Australia's secret one child policy, Trump's FDA, biotech opportunities and AI in drug discovery Frazis Capital Partners 749 views - 1 year ago
28:03 Amazon, Microsoft and Google report! (and an election) Frazis Capital Partners 188 views - 1 year ago
23:35 Strategy Update - Frazis Capital - 21 October 2024 Frazis Capital Partners 747 views - 1 year ago
1:13:06 Hashan de Silva joins us to cover Curvebeam, Syntara, a new approach to Alzheimer's and his new fund Frazis Capital Partners 2.2K views - 1 year ago
36:22 Double or Nothing - Misha's new fund, self-driving taxis, and a global flash crash Frazis Capital Partners 581 views - 1 year ago
1:19:03 Clarity Pharmaceuticals with Dr Alan Taylor: the next generation of radiopharmaceuticals Frazis Capital Partners 2.8K views - 1 year ago
1:01:47 Droneshield: Defending against the modern horrors of war, with CEO Oleg Vornik Frazis Capital Partners 4.4K views - 1 year ago
19:34 Clarity stuns with new data, Curvebeam back on track, Transmedics blows out again: Frazpod #67 Frazis Capital Partners 785 views - 1 year ago
34:44 The first crack in semis? And Eli Lilly reports Mounjaro improves sleep apnea Frazis Capital Partners 627 views - 1 year ago
22:19 The three revolutions of 2023 and where they'll go in 2024 Frazis Capital Partners 366 views - 2 years ago
14:41 Episode 62: Medtech, liquidity, and talking computers Frazis Capital Partners 252 views - 2 years ago
20:32 Double or Nothing #16: Qantas scandal, an aggressive raise, a new IPO, and dodgy Government data Frazis Capital Partners 399 views - 2 years ago
32:46 Double or Nothing - Episode #15 - Ozempic, AI in the sex industry, drug discovery, and Stefan Zweig Frazis Capital Partners 491 views - 2 years ago
27:58 Winners and losers: insights from Silicon Valley Frazis Capital Partners 475 views - 2 years ago
39:19 Double or Nothing Episode #11 - Chess, semiconductors, AI, software, markets Frazis Capital Partners 629 views - 3 years ago
45:49 A cure for dystonia - a conversation with Dr Stephen Tisch Frazis Capital Partners 3K views - 3 years ago
1:35:55 Misha Saul on markets, life, family, and violence in Western society Frazis Capital Partners 1.4K views - 4 years ago