Frazis Capital Podcast
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 55:03:08
- More information
Informações:
Synopsis
Michael Frazis and guests discuss their market views and latest investment ideas.
Episodes
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Episode 7: Michael Wayne and Michael Frazis discuss Medallion, markets, Alzheimers and biotech
01/04/2019 Duration: 23minMichael 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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Episode 6: Google, Carvana and IPG Photonics, a discussion with Harvey Migotti
18/03/2019 Duration: 38minMichael Frazis and Harvey Migotti discuss Google, IPG Photonics and Carvana. Harvey has a background in both public and private market investing, with roles at Balyasny, Amiya and Apax. https://www.fraziscapitalpartners.com/
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Episode 5: Mike and Mario discuss some new investment ideas
05/03/2019 Duration: 21minState of technology, famous investors, and some ways to hedge against turbulent times.
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Episode 4: Mike and Eti Amegor discuss volatility, real estate and how local investors are currently allocating
19/02/2019 Duration: 42minMichael Frazis and Eti Amegor go deep into volatility, why the beginning and end of 2018 were so different, and where Australian investors are putting their money. Eti also talks about his blog Suits and Kicks, for high achieving professionals who want to perform at the highest level both inside and outside the office. Available here: http://www.suitsandkicks.com/
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Episode 3: Fiat, value, and the Aussie dollar
15/02/2019 Duration: 20minMichael and Mario discuss Fiat, cyclicals, value, and Aussie fundamentals.
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Episode 2: Afterpay, Cooper Energy, Stanmore Coal and the Australian Housing Market
13/02/2019 Duration: 20minMichael Frazis and Anna Satouris discuss Afterpay, Cooper Energy, Stanmore Coal and the Australian housing market.
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Episode 1: Rundown of 2018 and a review of some of our US tech investments
31/01/2019 Duration: 36minMichael Frazis and Mario Emmanuel discuss financial markets in 2018, the current outlook, and some of our latest investments.