Frazis Capital Podcast

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