Frazis Capital Podcast

1:00 – Thoughts on the recent inflation data from the US 3:06 – The 6% differential between the Fed funds rate and inflation, and its impact on the economy 4:31 – Parallels with inflation spikes in the seventies and nineties 7:36 – The effect of inflation on the Australian dollar 7:46 – The effect of inflation on companies – Cloudflare 9:00 – Comments on Lightspeed 9:43 – Comments on Cettire 10:27 – Comments on Upstart 15:35 – Thoughts on Opendoor’s recent results and Zillow’s exit 17:47 - Roblox’s continued explosive growth and its impact on the Metaverse 19:05 – Thoughts on MercadoLibre’s recent results 19:59 – Our number one pick in the crypto space – Galaxy Digital 21:07 – Two crypto coins that you can stake – Olympus and KlimaDAO 22:39 – Question #1: What is the impact of credit risk on companies like Upstart during economic downturns? 23:41- Question #2: Thoughts on Paypal? 24:28 – Question #3: Thoughts on DermTech’s recent quarterly? 25:37- Question #4 Thoughts on Marqeta? 25:55 – Question #5: Thoughts