Episode #60: Market update – 15 May 2022
Michael Frazis gives a market update. Detailed notes to follow.
Episode #59: A cure for Dystonia with Dr Stephen Tisch
An interview with Dr Stephen Tisch, who is researching treatment methods for dystonia at St Vincent’s Hospital, Sydney.
If you would like to support Neurology and Neurosciences Research at St Vincent’s please visit www.supportstvincents.com click Donate, and select ‘Neurosciences Research’ from the drop-down menu.
Or contact Nicole at the St Vincent’s Curran Foundation on +61 422 715 377 or by Email nicole.forrestgreen@svha.org.au for EFT-bank details and cheque instructions.
Episode #58: Equity rotation and the tech sell-off
Strategy update recorded live on 22 December 2021
(Timestamps to follow)
Episode #57: Misha Saul on markets, life, family, and violence in Western society
Misha Saul on markets, life, family, and violence in Western society
Episode #56: Market review
Michael Frazis reviews the market.
1:35 – Fallen angels & Fed balance sheet taper 3:53 – Comments on Coupa 7:26 – Lightspeed 8:35 – Teladoc 13:15 – Twilio 14:40 – Roku 18:10 – Upstart 19:16 – EBR Systems 20:40 – PayPal and Visa 24:52 – Coupang 29:50 – Thoughts on inflation 31:46 – Question #1: Sea Limited 32:12 – Question #2: Comments on mid-cap growth companies that haven’t fallen 32:42 – Question #3: Portfolio outlook 36:22 – Question #4: Crypto for payments 38:07 – Question #5: Matterport 38:45 – Question #6: Additional question on Upstart 39:33 – Question #7: Comparison of current revenue multiples to early 2000’s 43:40 – Question #8: Update on Regeneron and the Biotech sector 47:51 – Question #9: PayPal vs. Square