Podcast

Episode 48: SALT interview with Rachel Pether – true love and explosive growth

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Frazis Capital Partners
07/19/2021
SALT interview with Rachel Pether

SALT interview with Rachel Pether

Hello all, I recorded the interview above with Rachel Pether from SALT (the alternative investment conference/forum founded by Anthony Scaramucci).

Michael Frazis

Portfolio Manager, Managing Partner

This Weeks Guest.

Robert Stretch, MD

 

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Michael Frazis describes his investment company’s strategy that involves a 30-40 year view, not panicking and diverting the approach during dips and rallies. Evaluating growth stocks involves identifying customer love for a product or service which acts a key indicator of explosive growth potential. This approach is utilized in picking winners in industries like the ‘buy now, pay later’ space. Frazis explains how vaccine development is a long process involving extensive trials and how the emergency approval of Moderna’s vaccine allowed the company to prove the mRNA concept, providing the company a significant boost.

TIMESTAMPS

0:00 – Intro and background

2:39 – Founding his company at 29 and investing strategy

11:38 – Evaluating polarizing stocks like Tesla

15:08 – Investing psychology

18:45 – Processing investment information

23:17 – Investing in industry creators

25:31 – Moderna and life sciences investments

31:43 – Dogecoin case study

35:30 – Growth stocks amid inflation

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