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.
