

business
Frazis Capital Podcast
Hosted by Michael Frazis · business · EN-AU
About this Podcast:
Michael Frazis and Ellianna discuss the life sciences, technology, and their latest investment ideas.
Pitch Analysis
Required Pod Score for this podcast. PitchCentric checks your profile against host openness, topical fit, and audience signals before you generate a pitch.
Contact path
Public web form
Booking probability
33%
Guest openness
Selective
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Signup to Generate a PitchQuestions about Frazis Capital Podcast
Who hosts Frazis Capital Podcast?
Frazis Capital Podcast is hosted by Michael Frazis. The show has published 124 episodes to date.
What has Frazis Capital Podcast covered recently?
Recent episodes include "#104: Frazis Capital Partners Update" (14 September 2026, 26 minutes), "#103: September Update" (7 September 2026, 28 minutes), and "#102: September 1st Frazis Capital Update" (7 September 2026, 28 minutes).
How often does Frazis Capital Podcast publish?
Frazis Capital Podcast publishes roughly every two weeks, with episodes averaging 33 minutes across 124 episodes.
How hard is it to get booked on Frazis Capital Podcast?
Booking probability for Frazis Capital Podcast is 33%, and the host is rated Selective on guests. Frazis Capital Podcast requires a Pod Score of 80 or higher. Frazis Capital Podcast's contact route on record: public web form.
Who should pitch Frazis Capital Podcast?
The strongest fits for Frazis Capital Podcast are Investing & Wealth Management and Investment Banking & Trading. Frazis Capital Podcast has a business audience.
About the host
Michael Frazis hosts Frazis Capital Podcast, a business podcast with 124 episodes published.
Recent episodes
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Frazis Capital Podcast
#103: September Update
Sep 7, 202628 minSeptember 1st: Frazis Capital Partners Market Update

Frazis Capital Podcast
#102: September 1st Frazis Capital Update
Sep 7, 202628 minMarket Update from Frazis Capital Partners
Jul 6, 202623 minS1<p>00:00 Welcome back01:20 Building the portfolio gradually02:10 Semiconductor sell-off04:00 Why active management matters05:30 AI infrastructure07:30 Software weakness11:30 Risk management13:30 Growth investing...
Jul 6, 202623 minS100:00 Welcome back01:20 Building the portfolio gradually02:10 Semiconductor sell-off04:00 Why active management matters05:30 AI infrastructure07:30 Software weakness11:30 Risk management13:30 Growth investing...
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Episode #99
#99: ETF Launch - ASX:ROAR
Jun 2, 202637 minS0<p>ASX:ROAR</p><p><br></p><p>#ROARetf </p><p> </p><p>Lioncrest Partners Pty Ltd (ACN 677 520 473 | CAR 001315184), an authorised representative of Frazis Capital Management Pty Ltd (ABN 91 638 965 910 | AFSL 521445)...

Frazis Capital Podcast
#98: AI Agents, Software Collapse & the Next Tech Cycle
Feb 2, 202639 minS0<p>00:00 Why this AI cycle feels fundamentally different.03:00 The shift from chatbots to fully autonomous AI agents.07:00 Productivity explodes as software and workflows are built in minutes.11:00 Security risks of AI...

Episode #97
#97: AI Has Entered the Takeoff Phase
Jan 12, 202621 minS0<p>00:00 Mike joins from Thailand and reflects on Southeast Asia’s scale, energy and contrasts.</p><p>02:00 This AI cycle feels fundamentally different after years of incremental updates.</p><p>04:00 Productivity leaps...
Jan 5, 202633 minS0<p>0:00 – Intro0:45 – The AI takeoff moment: why early 2026 feels different2:20 – From ChatGPT to agents: the real step-change in capability4:30 – Senior developers don’t write code anymore: time compression...
Dec 28, 202539 minS0<p>0:00 – Intro0:42 – Nvidia earnings: strong growth but odd details2:10 – Circular Nvidia deals: inventories, AR and “not-real” revenue4:40 – Retail mania: quantum computing, nuclear & Aussie drone stocks7:05 – When...
Dec 23, 202543 minS0<p>Why markets look “fine” but small caps are quietly crashing</p><p>The brutal 50 - 60% wipeouts in quantum, nuclear & neo-cloud stocks</p><p>How 2025 became a one-way market dominated by AI & semiconductors</p><p>AI...
Oct 10, 202524 minS1<p>0:00 – Intro: Mike & Ellianna catch up after Melbourne investor meetings</p><p>0:45 – Market update: Retail investors driving a red-hot rally</p><p>2:15 – Quants, institutions, and semiconductors hitting profit...

Episode #93
Amplia Therapeutics with CEO Chris Burns
Sep 19, 202545 minS0<p>00:00 – Intro & welcome to Chris Burns, CEO of Amplia<br>02:00 – Why pancreatic cancer is so deadly & hard to diagnose<br>06:30 – Current treatment options: Gem/Abraxane vs FOLFIRINOX<br>11:20 – Side effects &...
Jun 16, 202525 minS1<p>Syntara’s highly anticipated Phase 2 results in myelofibrosis—what the data tells us, why the market sold off, and what might come next in terms of funding or partnership.</p><p><br /></p>
Jun 6, 202526 minS0<p>Learn more at: www.fraziscapitalpartners.comNvidia’s Q1 PerformanceImpact of the H20 Chip Ban on ChinaMary Meeker: Big Tech CapEx TrendsAutonomous Driving in San Francisco: Waymo vs. UberLidar vs. Vision Debate and...

Frazis Capital Podcast
#90: HIMS and Most Favoured Nation with Mike and Elle
May 28, 202538 minS0<p>HIMS, NU, MELI, AMD & Aussie Biotech</p>

Frazis Capital Podcast
#89: Anteris CEO on the next generation of heart valves
May 8, 20251h 9mS0<p>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...

Frazis Capital Podcast
#88: Big tech earnings! Does the market settle?
May 5, 202529 minS0<p>Mike and Ellianna discuss</p>

Frazis Capital Podcast
#87 - Google earnings, and was that a low in semis and biotech?
Apr 26, 202525 minS0<p>#87 - Google earnings, and was that a low in semis and biotech? Mike and Ellianna discuss</p>
Recent guests
Recent guests on Frazis Capital Podcast. Study who booked and why before you pitch.
Chris Burns
police officer, School Resource Officer, Hostage Negotiator, Thirsk Veterinary Investigation Centre
Alan Taylor
Thomas Jefferson Foundation Chair, Emeritus at the University of Virginia, Thomas Jefferson Foundation
Louise Emmett
Director of Theranostics and Nuclear Medicine, St Vincent's Hospital, Sydney
Dr Alan Taylor
Clarity Pharmaceuticals
Best industries to pitch Frazis Capital Podcast for
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