Frazis Capital Podcast

by Michael Frazis

Michael Frazis and Ellianna discuss the life sciences, technology, and their latest investment ideas.

31 Episodes

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Episodes

Showing 6 of 31 episodes

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#103: September Update

September 1st: Frazis Capital Partners Market Update

28m

•Sep 7, 2026

#102: September 1st Frazis Capital Update

Market Update from Frazis Capital Partners

28m

•Sep 7, 2026

#101: Neoclouds, semiconductors and opportunities in healthcare and software

00:00 Welcome back01:20 Building the portfolio gradually02:10 Semiconductor sell-off04:00 Why active management matters05:30 AI infrastructure07:30 So...

22m

•Jul 6, 2026

#100: Market Update & Launch of ROAR

ASX: ROAR

31m

•Jun 12, 2026

#99: ETF Launch - ASX:ROAR

ASX:ROAR#ROARetf Lioncrest Partners Pty Ltd (ACN 677 520 473 | CAR 001315184), an authorised representative of Frazis Capital Management Pty Ltd (ABN ...

36m

•Jun 2, 2026

#98: AI Agents, Software Collapse & the Next Tech Cycle

00:00 Why this AI cycle feels fundamentally different.03:00 The shift from chatbots to fully autonomous AI agents.07:00 Productivity explodes as softw...

39m

•Feb 2, 2026