Michael Frazis and Ellianna discuss the life sciences, technology, and their latest investment ideas.
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00:00 Welcome back01:20 Building the portfolio gradually02:10 Semiconductor sell-off04:00 Why active management matters05:30 AI infrastructure07:30 Software weakness11:30 Risk management13:30 Growth investing misconceptions15:30 Current opportunities in healthcare
ASX: ROAR
ASX:ROAR #ROARetf Lioncrest Partners Pty Ltd (ACN 677 520 473 | CAR 001315184), an authorised representative of Frazis Capital Management Pty Ltd (ABN 91 638 965 910 | AFSL 521445). The Lion Active ETF (ASX:ROAR | ARSN 685 354 518) is issued by K2 Asset Management Ltd (ABN 95 085 445 094 | AFSL 244 393). All investments carry risk. You may lose some or all of your investment. Past performance is…
00:00 Why this AI cycle feels fundamentally different. 03:00 The shift from chatbots to fully autonomous AI agents. 07:00 Productivity explodes as software and workflows are built in minutes. 11:00 Security risks of AI with full computer access. 15:00 AI swarms and large-scale agent coordination emerge. 19:00 Hardware, compute, and memory demand return. 23:00 Software development accelerates…
00:00 Mike joins from Thailand and reflects on Southeast Asia’s scale, energy and contrasts. 02:00 This AI cycle feels fundamentally different after years of incremental updates. 04:00 Productivity leaps as AI moves from copy-paste to orchestrating code and workflows. 06:30 Recent breakthroughs suggest AI may already be entering a self-improving phase. 09:00 Feedback loops from current usage will…
0:00 – Intro0:45 – The AI takeoff moment: why early 2026 feels different2:20 – From ChatGPT to agents: the real step-change in capability4:30 – Senior developers don’t write code anymore: time compression explained6:40 – Agent swarms: why one AI is no longer the point8:30 – What’s still broken and why the gaps are closing fast10:10 – Building a diary + memoir app in days, not months12:40 –…
0:00 – Intro0:42 – Nvidia earnings: strong growth but odd details2:10 – Circular Nvidia deals: inventories, AR and “not-real” revenue4:40 – Retail mania: quantum computing, nuclear & Aussie drone stocks7:05 – When the music stops: 60–80% drawdowns in retail favourites9:05 – NeoClouds explained: ex-Bitcoin miners turned AI GPU landlords12:05 – Hyperscalers, Nvidia vs AMD and why GPU economics may…
Why markets look “fine” but small caps are quietly crashing The brutal 50 - 60% wipeouts in quantum, nuclear & neo-cloud stocks How 2025 became a one-way market dominated by AI & semiconductors AI CapEx, rate expectations, and why headlines are driving everything OpenAI vs Google Gemini vs Claude, who’s actually winning the AI race? The uncomfortable truth about Nvidia demand and “financed…
0:00 – Intro: Mike & Ellianna catch up after Melbourne investor meetings 0:45 – Market update: Retail investors driving a red-hot rally 2:15 – Quants, institutions, and semiconductors hitting profit targets 3:40 – Why Frazis Capital is rotating into healthcare 4:30 – Spotlight on Grail: $10B spent chasing a pan-cancer blood test 6:10 – The Pathfinder 2 trial and physician skepticism 7:40 – FDA…
00:00 – Intro & welcome to Chris Burns, CEO of Amplia 02:00 – Why pancreatic cancer is so deadly & hard to diagnose 06:30 – Current treatment options: Gem/Abraxane vs FOLFIRINOX 11:20 – Side effects & challenges with chemotherapy 15:00 – Why pancreatic cancer is difficult to treat (fibrosis & mutations) 19:00 – Amplia’s approach: FAK inhibitors and how they work 23:00 – History of FAK inhibitors &…
