84 episodes
Double or Nothing! With Michael Frazis and Misha Saul Michael Frazis
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- Business
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5.0 • 2 Ratings
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Michael Frazis, Misha Saul and guests discuss the life sciences, technology, and their latest investment ideas.
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Episode #66: A crack in the semi facade? Angus Walker joins us
Episode #66: A crack in the semi facade? Angus Walker joins us
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Episode #65 - Interesting perspectives from Microsoft
Interesting perspectives from Microsoft
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Frazis Capital Podcast
Semis, Tesla and interest rates, what we're looking at right now
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Frazis Capital Podcast #63: The three revolutions of 2023 and where they will go in 2024.
The three revolutions of 2023 and where they will go in 2024.
And our top ASX pick... -
Frazis Capital Podcast #62: Medtech, liquidity, and talking computers
Medtech, liquidity, and talking computers
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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.
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.