Clarity Pharmaceuticals Success: Clarity Pharmaceuticals reported a significant response in a patient with metastatic castrate-resistant prostate cancer. The patient received two cycles of copper 67 Biss. PSMA, and after six months from the second dose, there was no evidence of PSA, indicating a potential cure. This is noteworthy because the patient had undergone extensive prior treatments, including chemotherapy and androgen deprivation therapy. Trial Progress and Market...

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

Interesting perspectives from Microsoft

Semis, Tesla and interest rates, what we're looking at right now

Frazis Capital Podcast #64: Clarity Pharmaceuticals, chipmakers, and a chart doing the rounds

The three revolutions of 2023 and where they will go in 2024. And our top ASX pick...

Medtech, liquidity, and talking computers

Bond yields hit cycle highs, medtech takes a GLP-pounding, Nvidia and Microsoft do some cool science, and all roads in semiconductors lead to TSMC.

Double or Nothing #16: Qantas scandal, an aggressive move in capital markets, a new IPO, and dodgy Government energy data.

Ozempic, AI in the sex industry, drug discovery, Stefan Zweig

Double or Nothing #14: Michael Frazis and Misha Saul talk markets

State of the Market: the winners and losers in big tech cost outs

Michael Frazis and Misha Saul talk Silicon Valley bank and Submarines

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

Michael Frazis gives an update on markets and technology.

Misha Saul and Michael Frazis talk markets

Double or Nothing #10: Crowdstrike, inflation, 2023

0:12 – Latest (deflationary) inflation data  6:42 – Investing strategies  10:30 – Tesla’s journey and the switch to self-driving capabilities  12:56 – David Walsh’s presentation at Sohn Conference on professional gambling  14:46 – Grindr IPO  21:36 – Recap of Blackbird’s Sunrise startup conference and thoughts on private markets  31:44 – Lessons learned from market downturns  38:25 – Cyclicality of the semiconductor industry  39:31 – Life science industry outlook

Michael Frazis and Misha Saul talk SBF and inflation. 

Double or Nothing #7: Nuclear war? And Facebook, Square, Microsoft, Google

Misha Saul and Michael Frazis discuss latest developments in global markets. 

Double or Nothing with Michael Frazis and Misha Saul.  Adobe buys Figma, Ancient and Modern heroes, and CPI prints

0:32 – Passing of Queen Elizabeth II 7:35 – Kim Kardashian’s new private equity play 9:16 – Collapse in price of crude oil 13:12 – Market and inflation outlook 15:32 – Twilio 21:19 – Whitehaven Coal 24:37 – Update on VC Fund deals 32:02 – Summary and wrap-up

Artificial intelligence gets creative and Powell speaks at Jackson Hole