Episode 40: Gamestop

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Frazis Capital Partners
Australian Financial Review

Australian Financial Review

Hello all, Tom Richardson at the Australian Financial Review featured us in an article available online here. Hope you’ve had an…

Michael Frazis

Portfolio Manager, Managing Partner

This Weeks Guest.

Robert Stretch, MD


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January 2021 – one of the more amusing weeks of finance. 

0:57 – The short squeeze
2:31 – The reality of Robinhood’s ‘free’ trades
5:08 – The hidden consequences of Hedge Fund strategy
6:51 – How useful is management access?
9:56 – The gamma squeeze
12:15 – How this forced people to rethink how they discuss finance?
13:39 – Is the squeeze squoze?
14:37 – Timing and recovery
15:40 – Our strategy
17:24 – An important dynamic of short interest
19:43 – The true signal of growth
20:32 – How fund managers missed a multidecade trend?
23:00 – A changing guard in allocation decisions

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