19 episodes

Michael Frazis and guests discuss their latest investment ideas.

Frazis Capital Podcast Michael Frazis

    • Investing

Michael Frazis and guests discuss their latest investment ideas.

    Episode 19: How we’re different

    Episode 19: How we’re different

    Peter Stevens rejoins us to discuss investment strategy and our top new picks. 

    • 28 min
    Episode 18: Portfolio updates and new ideas with Peter Stevens

    Episode 18: Portfolio updates and new ideas with Peter Stevens

    Peter Stevens joins us to talk about some of our long held investments and latest new ideas.
    Peter Stevens has rejoined Frazis Capital Partners, and writes his own market blog here:
    https://insufficientcapital.com/

    • 42 min
    Episode 17: Strategy, biotech and growth investing with Eti Amegor

    Episode 17: Strategy, biotech and growth investing with Eti Amegor

    A wide-ranging conversation with Eti Amegor, of Axius Partners. 

    We discuss growth investing, Carvana and our top biotech picks, including a drug to reduce stress. 

    Eti runs a podcast himself and asked some tough questions! This one was a lot of fun. 

    Eti's podcast 'Suits and Kicks' is available here: https://podcasts.apple.com/au/podcast/suits-and-kicks/id1454889632 

    And you can find more about us here: www.fraziscapitalpartners.com

    • 1 hr 12 min
    Episode 16: Paul Brennan goes deep on the Australian economy

    Episode 16: Paul Brennan goes deep on the Australian economy

    Paul Brennan is a markets veteran with over 20 years at Citigroup in Australia, most recently as Chief Economist. He now consults for a wide range of clients, and in his spare time, offers his expertise to university students. 
    It's always great to have a chat with someone who measures their market experience in decades, so this was a real privilege. 
    We go deep on economics, the Australian economy, what it was like in the 90s and where things might be going next. 
    Paul Brennan can be found here: https://au.linkedin.com/in/paulbrennanassociates
    And you can find more information about us and subscribe to our newsletters here: www.fraziscapitalpartners.com

    • 50 min
    Episode 15: Growth opportunities and the software sell-off with Peter Stevens

    Episode 15: Growth opportunities and the software sell-off with Peter Stevens

    Peter Stevens joins us to talk about the recent growth sell off and the new opportunities and investment ideas we're looking at. 

    • 43 min
    Episode 14: Value is Dead, Long Live Value with Mario Emmanuel

    Episode 14: Value is Dead, Long Live Value with Mario Emmanuel

    There are many ways to create value without showing after-tax profits. 
    Michael Frazis and Mario Emmanuel discuss new approaches.
    https://www.fraziscapitalpartners.com/post/value-is-dead-long-live-value

    • 42 min

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