Frazis Capital Podcast

Jarred Shein joins us to talk digital health. Jarred has invested in digital health at MH Carnegie and Qure, an Israeli based VC fund.  0:20 - Introducing Jarred 1:00 - Jarred's education and background.  1:45 - Jarred's studies of nanotechnology, specifically biochemistry  2:30 - Jarred's thesis on biosensor devices and how it relates to Startrek 3:55 - End of university job with Macromatix, completely unrelated to biochemistry 5:10 - The early opportunity to pick up distressed medical device assets 6:00 - Australia's strong position in the world and relatively painless COVID-19 experience make it a great place for global healthcare 8:10 - Australia's unfortunate lack of a biochemistry talent pool 9:30 - Australia's amazing history of medical device companies, including Cochlear and Resmed 10:30 - The opportunity to invest in the digital health space in Australia 11:40 - Deep dive into Resmed (RMD:ASX) and its successful pivot to health data revenue 14:40 - The benefits of living and doing bus