Frazis Capital Podcast

Misha Saul and Michael Frazis discuss latest developments in global markets. 

Double or Nothing with Michael Frazis and Misha Saul. 

Adobe buys Figma, Ancient and Modern heroes, and CPI prints

0:32 – Passing of Queen Elizabeth II

7:35 – Kim Kardashian’s new private equity play

9:16 – Collapse in price of crude oil

13:12 – Market and inflation outlook

15:32 – Twilio

21:19 – Whitehaven Coal

24:37 – Update on VC Fund deals

32:02 – Summary and wrap-up

Artificial intelligence gets creative and Powell speaks at Jackson Hole

Double or Nothing with Misha Saul and Michael Frazis

0:15 – Preview and thoughts on Jerome Powell’s upcoming speech

1:00 – Update on Nvidia’s recent earnings and the wider semiconductor industry

12:10 – Farfetch update and latest earnings

15:45 – Notable small cap and GARP stocks

17:23 – Qantas recent performance and share buyback announcement

22:46 – Nathan Tinkler’s proposed coal mine acquisition

26:31 – Texas government order for divestment of all Blackrock holdings due to hostility on fossil fuels

28:06 – Andrew Forrest’s rise in the mining industry

34:05 – Assessment of Farfetch’s success and outlook

38:15 – Cettire – ASX listed Australian luxury goods company

42:19 – Rise and fall of Marley Spoon

49:20 – Summary and wrap-up

Trialling a new format, and joined by Misha Saul. Please let us know what you think!

Michael Frazis gives a market update. Detailed notes to follow.

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 [email protected] for EFT-bank details and cheque instructions.

Strategy update recorded live on 22 December 2021

(Timestamps to follow)