FrazPod

Michael Frazis, Misha Saul and guests discuss the life sciences, technology, and their latest investment ideas.

Double or Nothing Episode #12: ChatGPT, Cortes and the Aztecs

Double or Nothing Episode #12: ChatGPT, Cortes and the Aztecs.

02-12
38:44

Episode #66: A crack in the semi facade? Angus Walker joins us

Episode #66: A crack in the semi facade? Angus Walker joins us

04-19
34:45

Episode 46: Strategy in the Life Sciences

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

06-06
31:22

Episode 41: Where to next? SPACs, rising interest rates and tech stocks

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

03-21
28:50

Episode 24: Coronavirus - what's going on? Claude joins us to talk about the impact on specific stocks, and we also cover Afterpay's results

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

02-28
24:39

Episode 21: A high-tech company with explosive growth...and various other science things you don't want to miss

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

02-12
45:59

Episode 20: Australian bushfires, and two Aussie companies revolutionising burns treatment

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.

02-05
32:29

Episode 19: How we’re different

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

02-04
28:01

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/ If you'd like to know more about us see: www.fraziscapitalpartners.com

12-20
42:24

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  If you'd like to know more about us see: www.fraziscapitalpartners.com

11-29
01:12:04

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.   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 

11-08
50:25

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.  If you'd like to know more about us see: www.fraziscapitalpartners.com

10-29
43:46

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

10-11
42:37

Episode 13: A chat with Anna Satouris about energy, markets and prices

Recorded 16 September, 2019, this podcast features Anna Satouris and a discussion around energy, markets and prices. 

09-23
16:27

Episode 12: We discuss a strong reporting season and our fee rebate to long term clients

Michael Frazis and Anna Satouris discuss Carvana, Afterpay, Pinduoduo and our recent fee rebate to long term clients. 

08-30
24:53

Episode 11: Rebecca Gingell on alloy design and OxMet, an Oxford University spinout

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/ 

07-18
46:27

Episode 10: Computing with live neurons - Clinicloud founder takes us through his latest venture

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

05-28
59:59

Episode 9: We go deep with Eti Amegor on innovation, disruption and the role of hedge funds in a portfolio

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. 

05-18
35:16

Episode 8: A conversation with Anna Satouris on Disney's new streaming service and portfolio protection

We discuss the market outlook, Disney's new streaming service and portfolio protection.

05-12
19:45

Episode 7: Michael Wayne and Michael Frazis discuss Medallion, markets, Alzheimers and biotech

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/ 

04-01
23:39

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