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Artwork for Frazis Capital Podcast

Frazis Capital Podcast

Michael Frazis
Semiconductors
Artificial Intelligence
Prostate Cancer
NVIDIA
Counter Drone Systems
Clarity Pharmaceuticals
Drone Technology
Biotechnology
Healthcare
Clinical Trials
PSMA
Lung Cancer
Meta
Microsoft
Imaging Agents
Radionuclide Therapy
Immunotherapy
Google
Military Defense
Software Development

Michael Frazis and Ellianna discuss the life sciences, technology, and their latest investment ideas.

PublishesTwice monthlyEpisodes124Founded8 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for Frazis Capital Podcast

Latest Episodes

Webinar update

September 1st: Frazis Capital Partners Market Update

Market Update from Frazis Capital Partners

YouTube

00:00 Welcome back01:20 Building the portfolio gradually02:10 Semiconductor sell-off04:00 Why active management matters05:30 AI infrastructure07:30 Software weakness11:30 Risk management13:30 Growth investing misconceptions15:30 Current opportunities... more

YouTube

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Recent Guests

Chris Burns
CEO of Amplia Therapeutics
Amplia Therapeutics
Episode: Amplia Therapeutics with CEO Chris Burns
Dr. Alan Taylor
Chairman of Clarity Pharmaceuticals, a leader in radiopharmaceuticals
Clarity Pharmaceuticals
Episode: Clarity Pharmaceuticals, with Dr Alan Taylor
Paul Anderson
CEO of Orthocell
Orthocell
Episode: #79 Repairing Nerves with Orthocell CEO Paul Anderson
Marc Voigt
CEO of Immutep, a biotechnology company focused on immunotherapy
Immutep
Episode: #78 - Immutep CEO Marc Voigt discusses the latest in immunotherapy for lung cancer
Arjun Balaji
Medical background and biotech investor
Episode: #76: Australia’s secret one child policy and Trump’s FDA - Arjun Balaji joins us
Oleg Vornik
CEO and Managing Director of Droneshield
Droneshield
Episode: #69: Droneshield: Defending against the modern horrors of war, with CEO Oleg Vornik

Host

Michael Frazis
Host focused on technology, investing, and portfolio strategy; frequent market theses around AI, semiconductors, and healthcare tech.

Reviews

4.7 out of 5 stars from 108 ratings
  • Best investing podcast

    Love this podcast! Mike is a clear standout when it comes to understanding biotech and I only wish they’d do the podcast more often. Thank you team 😊

    Apple Podcasts
    5
    Suffo Lupagus
    Australia6 years ago
  • Always interesting

    I really enjoy this podcast. Particularly when you get together with Claude and discuss your ideas.

    Apple Podcasts
    5
    TanyaSYDNEY
    Australia7 years ago
  • Good fin podcast

    Good investing podcast. Minimal BS. Keep Claude on, you guys work great together.

    Apple Podcasts
    5
    gallluke
    Australia7 years ago
  • Engaging and insightful

    Very worthwhile - looking forward to the next one

    Apple Podcasts
    5
    natiadams
    Australia7 years ago
  • I’m Hooked

    A great listen. Lay back style with deep insights into tech & life science stocks.

    Apple Podcasts
    5
    JMaster289
    Australia7 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

The conversation is seen as practical, with minimal hype and strong market context.
Guests and co-hosts are consistently described as insightful and well-informed.
Listeners appreciate the clear, data-driven takes on biotech and tech equities.

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Talking Points

Recent interactions between the hosts and their guests.

#93: Retail Driving Red-Hot Rally & the $10B Quest for the Holy Grail: Can Grail Change Cancer Detection?
Q: What do you think the most realistic timeline for them rolling this out would be on a larger scale to physicians?
Getting to profitability would likely take many years and require a significant investment to build sales force and regulatory compliance.
#93: Retail Driving Red-Hot Rally & the $10B Quest for the Holy Grail: Can Grail Change Cancer Detection?
Q: What do you think we need to push them to become profitable?
They'll need to significantly multiply their sales and address physician skepticism while obtaining FDA approval to unlock reimbursement.
Amplia Therapeutics with CEO Chris Burns
Q: How do you interpret the duration of patients on trial?
The duration indicates how long patients stay on the trial before their disease progresses, with current data showing a promising median duration on trial compared to benchmarks.
Amplia Therapeutics with CEO Chris Burns
Q: What are the treatment options for pancreatic cancer?
The treatment depends on whether the cancer is metastatic or not, ranging from surgery for the locally advanced disease to chemotherapy for metastatic disease.
Amplia Therapeutics with CEO Chris Burns
Q: So why has pancreatic cancer been so difficult to treat?
The fibrotic nature of pancreatic tumors creates barriers for therapy penetration and hampers the immune response.

Audience Metrics

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Frequently Asked Questions About Frazis Capital Podcast

What is Frazis Capital Podcast about and what kind of topics does it cover?

A financially focused show blending technology, life sciences, and investing with a practical tilt toward current market dynamics and portfolio ideas. Across episodes, discussions gravitate to AI, semiconductors, cloud infrastructure, healthcare tech, and software equities, with frequent commentary on market cycles, risk management, and how emerging technologies translate into growth opportunities. Noteworthy is the duo's hands-on experience managing portfolios and their willingness to contest hype with data-driven perspectives, making it useful for listeners who want fresh angles on tech-enabled investing and biotech opportunities.

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Which podcasts are similar to Frazis Capital Podcast?

These podcasts share a similar audience with Frazis Capital Podcast:

1. The Rules of Investing
2. Buy Hold Sell, by Livewire Markets
3. The Call from ausbiz
4. Australian Investors Podcast
5. Equity Mates Investing Podcast

How many episodes of Frazis Capital Podcast are there?

Frazis Capital Podcast launched 8 years ago and published 124 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Frazis Capital Podcast?

Recent guests on Frazis Capital Podcast include:

1. Chris Burns
2. Dr. Alan Taylor
3. Paul Anderson
4. Marc Voigt
5. Arjun Balaji
6. Oleg Vornik

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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