Equity Mates Investing Podcast Expert: Michael Frazis - Ozempic, semiconductors, AI & the next big biotech
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Oct 31, 2024 In this discussion, Michael Frazis, founder of Frazis Capital Partners and a growth-investing expert, shares insights from his impressive 74% fund increase. He delves into the booming biotech scene in Australia, spotlighting cost-effective trials and innovative companies. The conversation shifts to semiconductors and AI, emphasizing market dynamics and key players like NVIDIA. Frazis also discusses the rising GLP-1 drugs, like Ozempic, and their broader health applications, revealing exciting investment opportunities in these rapidly evolving sectors.
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Current Market Regime
- Current market regime favors big tech and high compute power demand.
- Government spending and low unemployment sustain the bull market, influenced by US election dynamics.
Investing Strategy in a Narrow Market
- Focus on investing in winning stocks, especially in a narrow market.
- Use risk modeling to navigate market twists and turns.
Semiconductor Profit Target
- Frazis Capital Partners achieved a 4X profit target in semiconductors, selling near the top.
- They are now seeing new buy signals after a three-month sell-off.