Michael Frazis and guests discuss the life sciences, technology, and their latest investment ideas.
Clarity Pharmaceuticals Success:
Trial Progress and Market Potential:
Director Confidence and Financials:
Curve Beam AI Progress:
Financial Challenges and Future Prospects:
Trans Medics' Strong Performance:
Market Trends and Risk Management:
Comparison with AMD:
Conclusion:
Episode #66: A crack in the semi facade? Angus Walker joins us
Semis, Tesla and interest rates, what we're looking at right now
The three revolutions of 2023 and where they will go in 2024.
And our top ASX pick...
Medtech, liquidity, and talking computers
Bond yields hit cycle highs, medtech takes a GLP-pounding, Nvidia and Microsoft do some cool science, and all roads in semiconductors lead to TSMC.
Double or Nothing #16: Qantas scandal, an aggressive move in capital markets, a new IPO, and dodgy Government energy data.
Ozempic, AI in the sex industry, drug discovery, Stefan Zweig
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