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Frazis Capital Podcast

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

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

PublishesTwice monthlyEpisodes120Founded7 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for Frazis Capital Podcast

Latest Episodes

ASX: ROAR

ASX:ROAR

#ROARetf

Lioncrest Partners Pty Ltd (ACN 677 520 473 | CAR 001315184), an authorised representative of Frazis Capital Management Pty Ltd (ABN 91 638 965 910 | AFSL 521445). The Lion Active ETF (ASX:ROAR | ARSN 685 354 518) is issued by K... more

00:00 Why this AI cycle feels fundamentally different.03:00 The shift from chatbots to fully autonomous AI agents.07:00 Productivity explodes as software and workflows are built in minutes.11:00 Security risks of AI with full computer access.15:00 AI... more

YouTube

00:00 Mike joins from Thailand and reflects on Southeast Asia’s scale, energy and contrasts.

02:00 This AI cycle feels fundamentally different after years of incremental updates.

04:00 Productivity leaps as AI moves from copy-paste to orchestrating... more

Key Facts

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Recent Guests

Chris Burns
CEO of Amplia Therapeutics
Amplia Therapeutics
Episode: Amplia Therapeutics with CEO Chris Burns
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
Dr. Alan Taylor
Chairman of Clarity Pharmaceuticals
Clarity Pharmaceuticals
Episode: #70: Clarity Pharmaceuticals, with Chairman Dr Alan Taylor
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 with focus on life sciences, technology, and investment strategy; frequently discusses AI and market dynamics.

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
    Australia6 years ago
  • Good fin podcast

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

    Apple Podcasts
    5
    gallluke
    Australia6 years ago
  • Engaging and insightful

    Very worthwhile - looking forward to the next one

    Apple Podcasts
    5
    natiadams
    Australia6 years ago
  • I’m Hooked

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

    Apple Podcasts
    5
    JMaster289
    Australia6 years ago

Listeners Say

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

Guest discussions and market context are consistently valuable for investors.
Hosts explain complex topics clearly, blending macro with specific stock ideas.
Shows strong optimism about AI and biotech while acknowledging risks.
Thoughtful, data-driven investment conversations with a biotech and tech lens.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

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

Listeners, social reach, demographics and more for this podcast.

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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?

The show centers on investing in life sciences and technology, with frequent discussion of AI, biotech, software, and market dynamics. Hosts share macro perspectives, practical investment ideas, and quarterly bets, often tying biotech breakthroughs and AI developments to portfolio strategy. Noteworthy are its candid market takes, a quantitative tilt, and guests that illuminate niche sectors, making it a practical listen for listeners building or refining exposure to tech-enabled health and AI-enabled markets.

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How many listeners does Frazis Capital Podcast get?

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How many subscribers and views does Frazis Capital Podcast have?

To see how many followers or subscribers Frazis Capital Podcast has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to Frazis Capital Podcast?

These podcasts share a similar audience with Frazis Capital Podcast:

1. The Rules of Investing
2. Success and More Interesting Stuff
3. Stock Take
4. Buy Hold Sell, by Livewire Markets
5. The Call from ausbiz

How many episodes of Frazis Capital Podcast are there?

Frazis Capital Podcast launched 7 years ago and published 120 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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Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for Frazis Capital Podcast?

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What guests have appeared on Frazis Capital Podcast?

Recent guests on Frazis Capital Podcast include:

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