Frazis Capital Podcast Michael Frazis

Michael Frazis gives a market update. Detailed notes to follow.

An interview with Dr Stephen Tisch, who is researching treatment methods for dystonia at St Vincent's Hospital, Sydney. 

If you would like to support Neurology and Neurosciences Research at St Vincent’s please visit www.supportstvincents.com click Donate, and select 'Neurosciences Research' from the drop-down menu.    

Or contact Nicole at the St Vincent’s Curran Foundation on +61 422 715 377 or by Email nicole.forrestgreen@svha.org.au for EFT-bank details and cheque instructions.

Strategy update recorded live on 22 December 2021



(Timestamps to follow)

Misha Saul on markets, life, family, and violence in Western society

Michael Frazis reviews the market.  



1:35 – Fallen angels & Fed balance sheet taper 3:53 – Comments on Coupa 7:26 – Lightspeed 8:35 – Teladoc  13:15 – Twilio  14:40 – Roku  18:10 – Upstart 19:16 – EBR Systems 20:40 – PayPal and Visa 24:52 – Coupang  29:50 – Thoughts on inflation 31:46 – Question #1: Sea Limited 32:12 – Question #2: Comments on mid-cap growth companies that haven’t fallen 32:42 – Question #3: Portfolio outlook 36:22 – Question #4: Crypto for payments 38:07 – Question #5: Matterport 38:45 – Question #6: Additional question on Upstart 39:33 – Question #7: Comparison of current revenue multiples to early 2000’s 43:40 – Question #8: Update on Regeneron and the Biotech sector 47:51 – Question #9: PayPal vs. Square

1:00 – Thoughts on the recent inflation data from the US
3:06 – The 6% differential between the Fed funds rate and inflation, and its impact on the economy
4:31 – Parallels with inflation spikes in the seventies and nineties
7:36 – The effect of inflation on the Australian dollar
7:46 – The effect of inflation on companies – Cloudflare
9:00 – Comments on Lightspeed
9:43 – Comments on Cettire
10:27 – Comments on Upstart
15:35 – Thoughts on Opendoor’s recent results and Zillow’s exit
17:47 - Roblox’s continued explosive growth and its impact on the Metaverse
19:05 – Thoughts on MercadoLibre’s recent results
19:59 – Our number one pick in the crypto space – Galaxy Digital
21:07 – Two crypto coins that you can stake – Olympus and KlimaDAO
22:39 – Question #1: What is the impact of credit risk on companies like Upstart during economic downturns?
23:41- Question #2: Thoughts on Paypal?
24:28 – Question #3: Thoughts on DermTech’s recent quarterly?
25:37- Question #4 Thoughts on Marqeta?
25:55 – Question #5: Thoughts on Quantum-Si?
26:35 – Question #6: Have you ever owned Trade Desk?
27:22 - Question #7: What do you think of Fulgent Genetics?
28:30 – Question #8: Thoughts on Green Hydrogen?
30:14 – Question #9: Do you still hold and believe in TIGR/FUTU?
32:04 – Question #10: What’s the outlook on India for the next 5-10 years?
32:49 – Question #11: What platform do you use to purchase your crypto?