Rephonic
Artwork for Frazis Capital Podcast

Frazis Capital Podcast

Michael Frazis
Counter Drone Systems
Drone Technology
Biotechnology
Lung Cancer
Military Defense
Nvidia
Immunotherapy
Clarity Pharmaceuticals
Artificial Intelligence
Ukraine Conflict
Meta
Clinical Trials
Keytruda
Airports
Crime Prevention
B2B Software
Flash Crash
Orthocell
Prostate Cancer
Google

Michael Frazis and Ellianna discuss the life sciences, technology, and their latest investment ideas.

PublishesTwice monthlyEpisodes118Founded7 years ago
Number of ListenersCategories
InvestingBusiness

Listen to this Podcast

Artwork for Frazis Capital Podcast

Latest Episodes

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 with full computer access.15:00 AI... more

YouTube

00:00 Mike joins from Thailand and reflects on Southeast Asia’s scale, energy and contrasts.

02:00 This AI cycle feels fundamentally different after years of incremental updates.

04:00 Productivity leaps as AI moves from copy-paste to orchestrating... more

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 explained6:40 – Agent swarms: why one AI is n... more

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 the music stops: 60–80% drawdowns in... more

YouTube

Key Facts

Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

Similar Podcasts

People also subscribe to these shows.

The Rules of Investing
The Rules of InvestingLivewire Markets
The Fin
The FinAustralian Financial Review
The Money Puzzle
The Money PuzzleThe Australian

Recent Guests

Chris Burns
CEO of Amplia Therapeutics
Amplia Therapeutics
Episode: Amplia Therapeutics with CEO Chris Burns
Paul Anderson
CEO of Orthocell
Orthocell
Episode: #79 Repairing Nerves with Orthocell CEO Paul Anderson
Marc Voigt
CEO of Immutep, a biotechnology company focused on immunotherapy
Immutep
Episode: #78 - Immutep CEO Marc Voigt discusses the latest in immunotherapy for lung cancer
Arjun Balaji
Medical background and biotech investor
Episode: #76: Australia’s secret one child policy and Trump’s FDA - Arjun Balaji joins us
Dr. Alan Taylor
Chairman of Clarity Pharmaceuticals
Clarity Pharmaceuticals
Episode: #70: Clarity Pharmaceuticals, with Chairman Dr Alan Taylor
Oleg Vornik
CEO and Managing Director of Droneshield
Droneshield
Episode: #69: Droneshield: Defending against the modern horrors of war, with CEO Oleg Vornik

Hosts

Michael Frazis
Host discussing technology and investment strategies, with a focus on life sciences and biotech sectors.
Misha Saul
Co-host engaged in investment discussions, focusing on the life sciences and technology sector.

Reviews

4.7 out of 5 stars from 108 ratings
  • Best investing podcast

    Love this podcast! Mike is a clear standout when it comes to understanding biotech and I only wish they’d do the podcast more often. Thank you team 😊

    Apple Podcasts
    5
    Suffo Lupagus
    Australia6 years ago
  • Always interesting

    I really enjoy this podcast. Particularly when you get together with Claude and discuss your ideas.

    Apple Podcasts
    5
    TanyaSYDNEY
    Australia6 years ago
  • Good fin podcast

    Good investing podcast. Minimal BS. Keep Claude on, you guys work great together.

    Apple Podcasts
    5
    gallluke
    Australia6 years ago
  • Engaging and insightful

    Very worthwhile - looking forward to the next one

    Apple Podcasts
    5
    natiadams
    Australia6 years ago
  • I’m Hooked

    A great listen. Lay back style with deep insights into tech & life science stocks.

    Apple Podcasts
    5
    JMaster289
    Australia6 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Many find the content engaging, especially the interviews with industry leaders, which offer valuable perspectives.
Several reviews highlight the hosts' deep knowledge and passion for the subjects discussed.
The conversational style is praised for making complicated topics accessible to a broader audience.
Listeners appreciate the clarity and insight provided by the hosts on complex subjects like biotechnology and investment strategies.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#178
Australia/Business/Investing
Apple Podcasts
#213
Ireland/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

#93: Retail Driving Red-Hot Rally & the $10B Quest for the Holy Grail: Can Grail Change Cancer Detection?
Q: What do you think the most realistic timeline for them rolling this out would be on a larger scale to physicians?
Getting to profitability would likely take many years and require a significant investment to build sales force and regulatory compliance.
#93: Retail Driving Red-Hot Rally & the $10B Quest for the Holy Grail: Can Grail Change Cancer Detection?
Q: What do you think we need to push them to become profitable?
They'll need to significantly multiply their sales and address physician skepticism while obtaining FDA approval to unlock reimbursement.
Amplia Therapeutics with CEO Chris Burns
Q: How do you interpret the duration of patients on trial?
The duration indicates how long patients stay on the trial before their disease progresses, with current data showing a promising median duration on trial compared to benchmarks.
Amplia Therapeutics with CEO Chris Burns
Q: What are the treatment options for pancreatic cancer?
The treatment depends on whether the cancer is metastatic or not, ranging from surgery for the locally advanced disease to chemotherapy for metastatic disease.
Amplia Therapeutics with CEO Chris Burns
Q: So why has pancreatic cancer been so difficult to treat?
The fibrotic nature of pancreatic tumors creates barriers for therapy penetration and hampers the immune response.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Frazis Capital Podcast

What is Frazis Capital Podcast about and what kind of topics does it cover?

The podcast features in-depth discussions on a variety of topics within the life sciences and technology sectors, emphasizing innovative companies and investment opportunities. Episodes often highlight significant developments, such as advancements in cancer detection and market dynamics related to telehealth, insights into biotechnology, and analyses of financial performance of major tech firms. What sets this podcast apart is its engaging blend of expert interviews and market analysis, providing listeners with varied perspectives on investment strategies while keeping them informed about the latest industry trends. Guests include industry leaders and CEOs, adding depth to the discussions about the future landscape of healthcare technologi... more

Where can I find podcast stats for Frazis Capital Podcast?

Rephonic provides a wide range of podcast stats for Frazis Capital Podcast. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to Frazis Capital Podcast and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does Frazis Capital Podcast get?

Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for Frazis Capital Podcast, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.

What are the audience demographics for Frazis Capital Podcast?

Rephonic provides comprehensive predictive audience data for Frazis Capital Podcast, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.

How many subscribers and views does Frazis Capital Podcast have?

To see how many followers or subscribers Frazis Capital Podcast has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to Frazis Capital Podcast?

These podcasts share a similar audience with Frazis Capital Podcast:

1. The Rules of Investing
2. Equity Mates Investing Podcast
3. The Fin
4. The Money Puzzle
5. Australian Investors Podcast

How many episodes of Frazis Capital Podcast are there?

Frazis Capital Podcast launched 7 years ago and published 118 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Frazis Capital Podcast?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for Frazis Capital Podcast?

Rephonic pulls ratings and reviews for Frazis Capital Podcast from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.

How do I access podcast episode transcripts for Frazis Capital Podcast?

Rephonic provides full transcripts for episodes of Frazis Capital Podcast. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.

What guests have appeared on Frazis Capital Podcast?

Recent guests on Frazis Capital Podcast include:

1. Chris Burns
2. Paul Anderson
3. Marc Voigt
4. Arjun Balaji
5. Dr. Alan Taylor
6. Oleg Vornik

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

Find and pitch the right podcasts

We help savvy brands, marketers and PR professionals to find the right podcasts for any topic or niche. Get the data and contacts you need to pitch podcasts at scale and turn listeners into customers.
Try it free for 7 days