Frazis Capital Podcast

It must be a uniquely modern horror to see a drone flying towards you with a grenade strapped, and it must be all the worse to know your last moments are being filmed. Drones are now ubiquitous across the battlefields of Ukraine, Gaza, and shipping lanes in the Middle East. Costing relative pittances, cheap drones loaded with explosives can destroy military hardware worth millions, or in the case of ships, billions of dollars. They can combine in swarms to overwhelm even the most advanced defence systems, and mask deadlier missiles and weaponry.  This new asymmetry has changed the battlefield, so it was timely to sit down with Oleg Vornik, CEO of Droneshield, to discuss how their technology can detect and disable these deadly low-cost swarms.  There are handheld versions sold to soldiers and spies, larger systems for tanks and ships, and larger systems still with a broader range of senses for airfields, bases, and civilian sites like prisons and airports. Drones can be shot down with guns, caught in a net by

Dodging the bloodbath in midcap tech

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 Potential: Clarity Pharmaceuticals has been releasing data as each cohort progresses in their trial, currently in the fourth cohort of phase one. The market potential for effective prostate cancer treatment is significant, estimated at over $6 billion. The company's stock is trading at around $650 million, with considerable interest from both investors and pharmaceutical companies due to the promising trial results. Director Confidence and Financials: Directors have shown confidence in the company by purchasing

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

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.