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On the show
From 12 epsHost
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Recent episodes
#100: Market Update & Launch of ROAR
Jun 12, 2026
31m 40s
#99: ETF Launch - ASX:ROAR
Jun 2, 2026
36m 45s
#98: AI Agents, Software Collapse & the Next Tech Cycle
Feb 2, 2026
39m 02s
#97: AI Has Entered the Takeoff Phase
Jan 12, 2026
21m 11s
#96: 99% of people missed it. You have 33 minutes to catch up.
Jan 5, 2026
33m 17s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 6/12/26 | ![]() #100: Market Update & Launch of ROAR✨ | market updateinvesting+3 | — | ROARASX | — | market updateROAR+3 | — | 31m 40s | |
| 6/2/26 | ![]() #99: ETF Launch - ASX:ROAR✨ | ETF LaunchInvesting+4 | — | Lion Active ETFASX:ROAR+3 | — | ETFASX:ROAR+4 | — | 36m 45s | |
| 2/2/26 | ![]() #98: AI Agents, Software Collapse & the Next Tech Cycle✨ | AItechnology+3 | — | — | — | AI cycleautonomous AI agents+7 | — | 39m 02s | |
| 1/12/26 | ![]() #97: AI Has Entered the Takeoff Phase✨ | AIproductivity+3 | — | WegovyFRA Capital+1 | ThailandSoutheast Asia’s | Southeast Asiaself-improving phase+7 | — | 21m 11s | |
| 1/5/26 | ![]() #96: 99% of people missed it. You have 33 minutes to catch up.✨ | AItechnology+3 | — | TegusChatGPT+3 | — | AI takeoff momentChatGPT+6 | — | 33m 17s | |
| 12/28/25 | ![]() #94: Nvidia’s Red Flags, NeoCloud Bubble & the Quiet Quant Crash✨ | Nvidia earningsAI technology+3 | — | NeoCloudNeoClouds+22 | Australia | NvidiaNeoClouds+7 | — | 38m 36s | |
| 12/23/25 | ![]() #95 Year-End Market: AI CapEx, Nvidia, Neo-Clouds & 2026 Setup | Frazis Capital Podcast✨ | market analysisAI+3 | — | NeoGemini+13 | US | AI CapExNvidia+8 | — | 43m 12s | |
| 10/10/25 | ![]() #93: Retail Driving Red-Hot Rally & the $10B Quest for the Holy Grail: Can Grail Change Cancer Detection?✨ | retail investinghealthcare+3 | — | Pathfinder 2Grail+9 | Melbourne | retail investorsGrail+5 | — | 23m 49s | |
| 9/19/25 | ![]() Amplia Therapeutics with CEO Chris Burns✨ | pancreatic cancertreatment options+3 | Chris Burns | Gem/AbraxaneGem+5 | — | pancreatic cancerFAK inhibitors+5 | — | 45m 06s | |
| 6/16/25 | ![]() #92: Syntara Phase 2 Success, Geopolitics and Uranium✨ | healthcareinvesting+3 | — | Syntara | — | SyntaraPhase 2 results+4 | — | 25m 06s | |
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| 6/6/25 | ![]() #91: ChatGPT v Google, SpaceX and Autonomous Driving✨ | AITechnology+3 | — | H20Nvidia+5 | ChinaMarySan Francisco | Nvidia Q1 PerformanceH20 Chip Ban+8 | — | 26m 11s | |
| 5/28/25 | ![]() #90: HIMS and Most Favoured Nation with Mike and Elle✨ | healthcarebiotech+3 | — | HIMSNU+4 | — | HIMSNU+3 | — | 38m 21s | |
| 5/8/25 | ![]() #89: Anteris CEO on the next generation of heart valves | Anteris CEO explains why their new biomimetic heart valve can take serious market share in a $10 billion market. It's currently implanted in over 100 patients, and surgeons are delighted with the results. The market is sleeping on this one... | — | ||||||
| 5/5/25 | ![]() #88: Big tech earnings! Does the market settle? | Mike and Ellianna discuss | — | ||||||
| 4/26/25 | ![]() #87 - Google earnings, and was that a low in semis and biotech? | #87 - Google earnings, and was that a low in semis and biotech? Mike and Ellianna discuss | — | ||||||
| 4/19/25 | ![]() #86: Mike and Ellianna discuss the latest market moves. | Mike and Ellianna discuss the latest market moves.Sections00:00 - US Tariffs and Market Reactions06:35 - Managing Risk12:41 - Opportunities in Tech and Healthcare21:18 - Reddit23:54 - Market Dynamics and Short Selling28:54 - Clarity's Market Position and Future Prospects33:43 - Biotech Sector Valuation and Mispricing35:55 - Interest Rates and Economic Implications39:50 - Future Investment Strategies and Growth Opportunities | — | ||||||
| 4/6/25 | ![]() Clarity Pharmaceuticals, with Dr Alan Taylor | 00:00 Welcome Back and Market Overview03:05 Navigating the Macro Environment05:59 Company Developments and Fast Track Designations09:11 Short Selling and Market Sentiment12:08 Innovations in PSMA Targeting Agents15:03 Financing Strategies and Market Positioning17:46 Clinical Trials and Sensitivity Improvements21:14 Regulatory Pathways and Market Entry24:00 Future Prospects and Market Dynamics35:30 Market Opportunities and Product Expansion35:59 Advancements in Diagnostics and Treatment39:03 Dose Optimization and Clinical Trials43:59 Patient Responses and Safety Profiles47:02 Future Directions and Phase Three Trials50:59 Navigating the Biotech Landscape52:47 Competitor Analysis and Market Positioning57:57 Innovations in Cancer Treatment | — | ||||||
| 3/30/25 | ![]() Curing prostate cancer, with research superstar Professor Louise Emmett | 00:00 - Introduction to Radiopharmaceuticals and PSMA03:00 - Current State of PSMA in Prostate Cancer Treatment06:04 - Comparative Analysis: US vs Australia in Radiopharmaceuticals09:02 - Imaging Techniques and Their Impact on Diagnosis12:14 - The Patient Journey: From Diagnosis to Treatment14:56 - Challenges in Sensitivity and Specificity of Imaging17:57 - Post-Treatment Monitoring and Biochemical Recurrence21:09 - Innovations in Radiopharmaceuticals and Future Directions23:57 - Market Dynamics and Regulatory Challenges26:56 - Conclusion and Future of Prostate Cancer Imaging36:05 - Advancements in Targeted Therapies for Prostate Cancer41:12 - The Future of Combination Therapy42:52 - Imaging Innovations in Cancer Detection44:45 - Challenges in Treatment Approval and Reimbursement51:46 - The Role of Multiple Targets in Cancer Therapy54:40 - Exploring New Agents and Their Applications01:00:14 - The Need for Improved Reimbursement Pathways | — | ||||||
| 3/22/25 | ![]() Equity sell off - the real deal? Strategy update from Michael Frazis | Equity sell off - the real deal? Strategy update from Michael Frazis | — | ||||||
| 2/26/25 | ![]() #82: A fresh look at true customer love and explosive growth, HIMS, Clarity Pharma and semis | 00:0 True Customer Love and Explosive Growth02:05 - Portfolio update04:09 - Hims: A Case Study in True Customer Love and Explosive Growth07:18 - Defining True Customer Love11:33 - The Future of Hims and Market Dynamics in GLP-1sClarity's Fast-Tracked Approval and Market Response27:06 - Short Selling in CU629:59 - If you want to be valued like a US biotech company, you have to be capitalized like one32:10 - Clarity's FDA trial timeline36:33 - Updates from Nubank and MercadoLibre 40:54 - Customer Love and Explosive Growth44:45 - Identifying Explosive Growth Opportunities52:02 - Influence of Tech Leaders on Market Trends59:30 - Long-Term Perspectives on Semiconductor Growth | — | ||||||
| 1/31/25 | ![]() #82: Ellianna joins to talk DeepSeek, winners and losers, and 2024 in review | #82: Ellianna joins to talk DeepSeek, winners and losers, and 2024 in review | — | ||||||
| 1/30/25 | ![]() #81: Deepseek Disruption | Timestamps 00:00 - The Rise of DeepSeek: A Game Changer in AI 02:52 - Impact on Valuations and Capital Expenditure 05:55 - Investment Strategies in 2025 08:52 - Focus on Australian Biotech and Healthcare Takeaways DeepSeek's AI system is a major disruptor in the market. The release of model weights challenges existing AI business models. Investors are reconsidering large investments in foundational models. Apple and AWS may benefit from the efficiency of DeepSeek's model. Semiconductor investments are highly cyclical and risky. Startups may struggle to secure funding in a downturn. Australian biotech presents interesting investment opportunities. Clarity Pharmaceuticals is a notable player in the biotech space. The Australian market is underperforming compared to Wall Street. Government hiring is impacting the private sector's performance. titles DeepSeek, AI, investment, market impact, semiconductor, Australian biotech, valuations, data centers, technology, healthcare | — | ||||||
| 12/20/24 | ![]() #80: Aliens, Syntara and the NDIS, with Arjun Balaji | #80: Aliens, Syntara and the NDIS with Arjun Balaji | — | ||||||
| 12/16/24 | ![]() #79 Repairing Nerves with Orthocell CEO Paul Anderson | Paul Anderson, CEO of Orthocell, discusses the company's collagen-based medical devices aimed at regenerative medicine. He covers their products for bone regeneration, nerve repair, and tendon repair, highlighting their clinical success and market potential. The conversation also covers the company's strategic partnerships, regulatory approvals, and future plans for expansion, particularly in the U.S. market. Paul emphasizes the company's commitment to manufacturing in Australia. Takeaways - Orthocell specializes in regenerative medicine with a focus on collagen-based products. - The company has developed three main products for bone, nerve, and tendon repair. - Their bone regeneration product is approved in multiple jurisdictions, including the U.S. and Europe. - The nerve repair product aims to improve surgical outcomes by reducing scar tissue. - Clinical trials have shown an 85% success rate in nerve repair surgeries. - The market for their products is estimated to be worth $3.5 billion globally. - Orthocell plans to enter the U.S. market with a 510(k) submission by the end of 2024. - The company has raised $17 million to support its U.S. expansion efforts. - Their manufacturing process is based in Australia, emphasizing local production. - The leadership team includes experienced professionals with strong industry connections. Chapters 00:14 - Overview of Orthocell and Its Products 03:51 - Bone Regeneration Product and Market Potential 06:28 - Nerve Repair Product: Innovation and Benefits 13:44 - Clinical Outcomes and Patient Impact 19:02 - Market Competition and Future Directions 24:13 - Entering the US Market 25:32 - Regulatory Pathways and Approvals 27:14 - Marketing Strategies and Clinical Data 29:50 - Product Differentiation and Competitive Edge 32:05 - Market Sizing and Revenue Potential 34:59 - Pricing Strategy and Economic Benefits 38:18 - Sales Distribution and Partnerships 39:32 - Financial Position and Board Strength 42:41 -Future Milestones and Expectations Keywords Orthocell, regenerative medicine, collagen, nerve repair, medical devices, clinical trials, market strategy, healthcare innovation, product launch, financial growth | — | ||||||
| 11/29/24 | ![]() #78 - Immutep CEO Marc Voigt discusses the latest in immunotherapy for lung cancer | Michael Frazis interviews Marc Voigt, CEO of Imutep, discussing the challenges of lung cancer, the evolution of immunotherapy, and the innovative approaches Imutep is taking in cancer treatment. They explore clinical trial data, commercial opportunities, and advancements in autoimmune disease research, while also addressing the financial health and future directions of Immutep. 00:00 Introduction to Lung Cancer and Its Challenges 02:32 Understanding Treatment Options for Lung Cancer 05:22 The Evolution of Immunotherapy 08:00 Imutep's Innovative Approach to Cancer Treatment 10:39 Clinical Trials and Promising Data 13:47 Collaboration with Merck and Future Prospects 25:48 Clinical Trials and Efficacy Analysis 28:03 Commercial Opportunities in Oncology 31:15 Acquisition Trends in Biotech 31:38 Advancements in Head and Neck Cancer Treatment 37:32 Exploring Autoimmune Disease Treatments 45:26 Financial Strategies and Investment Priorities Keywords lung cancer, immunotherapy, clinical trials, cancer treatment, autoimmune diseases, Imutep, Keytruda, cancer research, market opportunities, healthcare innovation | — | ||||||
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