HeyJaredFrazis Capital Podcast
Michael Frazis and Ellianna discuss the life sciences, technology, and their latest investment ideas.
- Indexed episodes, last 90 days
- 4
- Latest publication
- Sep 14, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 6, 2026
Latest episodes
#104: Frazis Capital Partners Update (opens the original)
Read excerpt
Webinar update
#103: September Update (opens the original)
Read excerpt
September 1st: Frazis Capital Partners Market Update
#102: September 1st Frazis Capital Update (opens the original)
Read excerpt
Market Update from Frazis Capital Partners
#101: Neoclouds, semiconductors and opportunities in healthcare and software (opens the original)
Read excerpt
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 misconceptions15:30 Current opportunities in healthcare
Publishing over time
Last 90 days. Choose a month to open its work.
Recurring subjects
Named in the text we hold. One piece can cover several.
Not enough subject data for this period yet.
Audience
No verified audience measurement yet.
About this data
Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.
Identity or attribution wrong? Suggest a correction.