Frazis Capital Podcast #62: Medtech, liquidity, and talking computers
Medtech, liquidity, and talking computers
Frazis Capital Podcast #61: 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.
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,
Double or Nothing #16: Qantas scandal, an aggressive move in capital markets, a new IPO, and dodgy Government energy data,
Double or Nothing #15 – Ozempic, AI in the sex industry, drug discovery, Stefan Zweig
Ozempic, AI in the sex industry, drug discovery, Stefan Zweig
Double or Nothing #14: Michael Frazis and Misha Saul talk markets
Double or Nothing #14: Michael Frazis and Misha Saul talk markets