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© Michael Frazis
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Michael Frazis, Misha Saul and guests discuss the life sciences, technology, and their latest investment ideas.
86 Episodes
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Double or Nothing Episode #12: ChatGPT, Cortes and the Aztecs.
Episode #66: A crack in the semi facade? Angus Walker joins us
Timestamps
· 0:32 – Our fast-growing portfolio companies
· 2:21 - Frazis life sciences strategy update
· 5:18 – RNAi Biology
· 7:15 – Alnylam: RNAi clinical development pipeline and recent execution
· 8:16 – Timing and valuation in life sciences
· 9:26 – What do we think of CRISPER?
· 11:03 – Companies targeting sickle cell disease
· 11:56 – Companies targeting beta-thalassemia
· 12:53 – Platform technologies: Moderna
· 15:12 – Platform technologies: Ultragenyx
· 16:30 – Special focus: Alzheimer’s
· 18:50 –Alzheimer’s APOE4
· 23:50 – Could Alzheimer’s be caused by infection?
· 24:55 – Cortexyme: Alzheimer’s and the gingivalis hypothesis
· 27:00 – Cassava and Alzheimer's
· 28:30 – How are we different to Ark?
· 29:10 – Summary
Michael Frazis gives an update on SPACs, rising interest rates, tech valuations and what might happen next.
Timestamps
1:35 - Quick review of 2021
2:30 - Thoughts on Cathie Wood and ARK
3:59 - Expansions and contractions in software multiples
7:40 - Snowflake
8:47 - SPACs: why we like them and why they're dangerous (hint: the same reason)
12:02 - Why we hope SPACs encourage leading tech firms to list sooner
14:21 - Dodgy forecasts
16:51 - Why we rule out most SPACs in the fund
18:00 - Navigating rising interest rates
22:33 - The recent sell-off
24:32 - How we look at market rotations
26:46 - Coupang IPO
Three things you didn't know about the the virus, an Aussie company that stands to benefit, and two in the United States. Afterpay's results... this was a quick one, but a good one.
If you'd like to know more about us see:
www.fraziscapitalpartners.com
You can find Claude at
www.arichlife.com.au
0:50 – Michael gives an update on the underlying science of the latest coronavirus
1:44 – The importance of understanding the spike protein
2:05 – Why the coronavirus is so much more infectious than SARS
3:14 – Claude shares his thoughts on how the spread of the coronavirus may play out
3:30 – Michael discusses the recent coronavirus tests using SARS antibodies
5:02 – Claude reveals his plan of action if Australian coronavirus transmission increases
6:20 – Discussion of Swine Flu
7:30 – The issue with unpredictable virus mutation
9:30 – The effects of temperature on the coronavirus
11:00 – Discussion of Biotron (ASX:BIT), an Australian biotech which could combat coronavirus
11:23 – Claude discusses his position in Teledoc (NYSE:TDOC), a company benefiting from the coronavirus
15:16 – Portfolio performance during sell-offs and the resilience of the healthcare sector
16:50 – Afterpay (ASX:APT) results discussion
21:10 – The coronavirus sell-off, a glitch in the long-term charts
23:00 – How systematic trading in markets exaggerates moves
Matthew Shribman has accumulated over 25 million views across platforms for his 'Science in the Bath' series, available here: https://www.youtube.com/channel/UCoSRNBi6F4jN0CYq-sRcOHQ
We talk about how birds literally 'see' the Earth's magnetic field, and cover Twist Bioscience, a company that's revolutionizing gene synthesis. Twist is working on DNA as a viable storage medium for computers, drug discovery, genetic sequencing and synthetic biology. This is a little more sciencey than usual, but I think you will enjoy!
If you'd like to know more about us see:
www.fraziscapitalpartners.com
Timestamps:
0:11 -- Introducing Matthew Shribman
3:00 -- Whale carbon sequestration
4:30 -- Matthew's bird migration project at Oxford
6:50 -- How bird compasses work
9:03 -- How to photograph molecules with lasers, prisms and mirrors
15:49 -- Our new investment in Twist - revolutionizing DNA synthesis
17:53 -- Twist's take on drug development
19:08 -- DNA as a storage medium for computers
24:33 -- Weather patterns & climate explained
27:02 -- The PT extinction event
27:45 -- Pension funds and ESG investing
28:29 -- Coal & the broader energy sector getting hit twice
31:00 -- The inefficiencies of "QWERTY" keyboards
36:57 -- Synthetic biology for fuel
40:33 -- Discussion on nuclear & its safety
41:55 -- Israeli innovation for energy storage
44:08 -- Science innovation coming out of Oxford
Peter Stevens joins us to discuss Coronavirus and two Aussie burns innovators: Avita and Polynovo. Find more information about us here: www.fraziscapitalpartners.com And please get in touch if you have questions you'd like us to answer on the podcast, suggestions or feedback.
If you'd like to know more about us see:
www.fraziscapitalpartners.com
00:28 – Coronavirus, and how to calculate the real mortality rate
02:20 – The common cold is a coronavirus
04:18 – Market performance during past pandemics
05:00 – Why you shouldn’t sell your stocks because of the coronavirus!
07:00 – Australian bushfiresand two Aussie burns innovators
07:50 – Introducing Polynovo (ASX:PNV) and how the firm’s improving the existing standard-of-care for serious burns over the incumbent, Integra
14:40 – Avita (ASX:AVH)
15:12 – Avita's RECELL system
16:16 – How ReCell improves recovery
17:10 – The opportunity in Vitiligo
19:12 – Skin grafts
19:47 – How Avita fits within our focus on customer love
20:45 – Avita’s opportunity in skin rejuvenation opportunity
22:40 – Australian life sciences successes of the past
25:10 – The real value uplift opportunity in life sciences
26:50 – More customer love!
27:18 – Avita and Polynovo's cash situation
28:40 – Mesoblast
30:50 – Bitcoin, the life sciences, and tying it all together.
Peter Stevens rejoins us to discuss investment strategy and our top new picks.
If you'd like to know more about us see:
www.fraziscapitalpartners.com
1:00 – Recap of 2019; how shorts hampered performance and the stocks that went well
3:58 – Why doing less is a key lesson
5:58 – Where Frazis Capital sits in portfolios
8:06 – How companies like Xero and Afterpay shot the lights out and how investors can find the next 20-baggers
14:14 – Michael Frazis’s background
17:30 – The only ‘real way’ to make money
18:46 – 3 most exciting companies in the Frazis portfolio
20:34 – The thesis for investing in life sciences companies
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/
If you'd like to know more about us see:
www.fraziscapitalpartners.com
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
If you'd like to know more about us see:
www.fraziscapitalpartners.com
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.
If you'd like to know more about us see:
www.fraziscapitalpartners.com
Paul Brennan can be found here:
https://au.linkedin.com/in/paulbrennanassociates
Peter Stevens joins us to talk about the recent growth sell off and the new opportunities and investment ideas we're looking at.
If you'd like to know more about us see:
www.fraziscapitalpartners.com
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
Recorded 16 September, 2019, this podcast features Anna Satouris and a discussion around energy, markets and prices.
Michael Frazis and Anna Satouris discuss Carvana, Afterpay, Pinduoduo and our recent fee rebate to long term clients.
This episode features a chat with Rebecca Gingell, who runs business development at OxMet Technologies, an Oxford University spin-out utilizing decades of academic modelling expertise to design and commercialize new alloys.
It turns out that almost every alloy we use in every day life was discovered long ago.
Rebecca explains how we've barely scratched the surface of the potential number of alloys, and shares some interesting facts, like why it's not actually strength that you should optimise for when designing medical alloys for bone implants.
More information on OxMet is available here:
https://www.oxmet-technologies.com/
And Becky can be contacted here:
https://www.linkedin.com/in/rebecca-gingell/
In this episode we recorded a fascinating chat with Hon Weng Chong, the founder CC Labs.
Hon Wen first rose to fame as a cofounder of Clinicloud, an innovative medical devices company that won FDA approval.
The firm was originally backed by Tencent and Ping An, and is now developing a new form of computing: instead of using silicon chips, they are growing live self-organising networks of neurons. They're not simulating neurons, they're actually growing them.
The technology could be applied to some of the toughest targets in artificial intelligence, and Hon's plan is to take this one step further, and put the entire computational platform on the cloud, so researchers around the world can run novel, live experiments on CC Lab's wet infrastructure.
This is cutting edge stuff, so if you want to know more or help in any way please get in touch or reach out to Hon Wen directly.
More information available here:
www.cclabs.ai
In this episode we have a chat with Eti Amegor, director of Axius Partners and founder of Suits and Kicks ( http://www.suitsandkicks.com/ ).
At Axius, Eti advises and raises capital for some of the most distinguished and highest returning investment funds in the world.
We discuss innovation and disruption in technology, and the role of hedge funds in a portfolio.
We discuss the market outlook, Disney's new streaming service and portfolio protection.
Michael Wayne is the founder of the Medallion Financial Group, a wealth management firm specialising in investment advice.
Michael discusses his firm, some investment ideas, and the outlook for financial markets, as well as Biogen's latest Alzheimer's trial failure in biotech land.
More information on Medallion and Michael Wayne can be found here:
https://www.medallionfinancial.com.au/
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