Cover image of Double or Nothing! With Michael Frazis and Misha Saul

Double or Nothing! With Michael Frazis and Misha Saul

Michael Frazis, Misha Saul and guests discuss the life sciences, technology, and their latest investment ideas.

Ranked #1

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Episode 3: Fiat, value, and the Aussie dollar

Episode 3: Fiat, value, and the Aussie dollar

Michael and Mario discuss Fiat, cyclicals, value, and Aussie fundamentals.

15 Feb 2019

20mins

Ranked #2

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Episode 11: Rebecca Gingell on alloy design and OxMet, an Oxford University spinout

Episode 11: Rebecca Gingell on alloy design and OxMet, an Oxford University spinout

This episode features a chat with Rebecca Gingell, who runs business development at OxMet Technologies, an Oxford Univer... Read more

18 Jul 2019

46mins

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Ranked #3

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Episode 13: A chat with Anna Satouris about energy, markets and prices

Episode 13: A chat with Anna Satouris about energy, markets and prices

Recorded 16 September, 2019, this podcast features Anna Satouris and a discussion around energy, markets and prices. 

23 Sep 2019

16mins

Ranked #4

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Episode 6: Google, Carvana and IPG Photonics, a discussion with Harvey Migotti

Episode 6: Google, Carvana and IPG Photonics, a discussion with Harvey Migotti

Michael Frazis and Harvey Migotti discuss Google, IPG Photonics and Carvana.  Harvey has a background in both public an... Read more

18 Mar 2019

38mins

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Ranked #5

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Episode 12: We discuss a strong reporting season and our fee rebate to long term clients

Episode 12: We discuss a strong reporting season and our fee rebate to long term clients

Michael Frazis and Anna Satouris discuss Carvana, Afterpay, Pinduoduo and our recent fee rebate to long term clients. 

30 Aug 2019

24mins

Ranked #6

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Episode 20: Australian bushfires, and two Aussie companies revolutionising burns treatment

Episode 20: Australian bushfires, and two Aussie companies revolutionising burns treatment

Peter Stevens joins us to discuss Coronavirus and two Aussie burns innovators: Avita and Polynovo.  Find more informatio... Read more

5 Feb 2020

32mins

Ranked #7

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Episode 14: Value is Dead, Long Live Value with Mario Emmanuel

Episode 14: Value is Dead, Long Live Value with Mario Emmanuel

There are many ways to create value without showing after-tax profits. Michael Frazis and Mario Emmanuel discuss new app... Read more

11 Oct 2019

42mins

Ranked #8

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Episode 22: Aussie growth stocks for the next decade? Mike and Claude talk Polynovo, Avita, Audinate, Pro Medicus and Afterpay

Episode 22: Aussie growth stocks for the next decade? Mike and Claude talk Polynovo, Avita, Audinate, Pro Medicus and Afterpay

Mike and Claude from A Rich Life (https://arichlife.com.au/) talk Australian growth stocks for the next decade.  If you'... Read more

16 Feb 2020

49mins

Ranked #9

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Episode 18: Portfolio updates and new ideas with Peter Stevens

Episode 18: Portfolio updates and new ideas with Peter Stevens

Peter Stevens joins us to talk about some of our long held investments and latest new ideas. Peter Stevens has rejoined ... Read more

20 Dec 2019

42mins

Ranked #10

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Episode 7: Michael Wayne and Michael Frazis discuss Medallion, markets, Alzheimers and biotech

Episode 7: Michael Wayne and Michael Frazis discuss Medallion, markets, Alzheimers and biotech

Michael Wayne is the founder of the Medallion Financial Group, a wealth management firm specialising in investment advic... Read more

1 Apr 2019

23mins

Ranked #11

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Episode 17: Strategy, biotech and growth investing with Eti Amegor

Episode 17: Strategy, biotech and growth investing with Eti Amegor

A wide-ranging conversation with Eti Amegor, of Axius Partners.  We discuss growth investing, Carvana and our top biotec... Read more

29 Nov 2019

1hr 12mins

Ranked #12

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Episode 19: How we’re different

Episode 19: How we’re different

Peter Stevens rejoins us to discuss investment strategy and our top new picks.  If you'd like to know more about us see:... Read more

4 Feb 2020

28mins

Ranked #13

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Episode 8: A conversation with Anna Satouris on Disney's new streaming service and portfolio protection

Episode 8: A conversation with Anna Satouris on Disney's new streaming service and portfolio protection

We discuss the market outlook, Disney's new streaming service and portfolio protection.

12 May 2019

19mins

Ranked #14

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Episode 4: Mike and Eti Amegor discuss volatility, real estate and how local investors are currently allocating

Episode 4: Mike and Eti Amegor discuss volatility, real estate and how local investors are currently allocating

Michael Frazis and Eti Amegor go deep into volatility, why the beginning and end of 2018 were so different, and where Au... Read more

19 Feb 2019

42mins

Ranked #15

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Episode 15: Growth opportunities and the software sell-off with Peter Stevens

Episode 15: Growth opportunities and the software sell-off with Peter Stevens

Peter Stevens joins us to talk about the recent growth sell off and the new opportunities and investment ideas we're loo... Read more

29 Oct 2019

43mins

Ranked #16

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Episode 5: Mike and Mario discuss some new investment ideas

Episode 5: Mike and Mario discuss some new investment ideas

State of technology, famous investors, and some ways to hedge against turbulent times. 

5 Mar 2019

21mins

Ranked #17

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Episode 16: Paul Brennan goes deep on the Australian economy

Episode 16: Paul Brennan goes deep on the Australian economy

Paul Brennan is a markets veteran with over 20 years at Citigroup in Australia, most recently as Chief Economist. He now... Read more

8 Nov 2019

50mins

Ranked #18

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Episode 10: Computing with live neurons - Clinicloud founder takes us through his latest venture

Episode 10: Computing with live neurons - Clinicloud founder takes us through his latest venture

In this episode we recorded a fascinating chat with Hon Weng Chong, the founder CC Labs. Hon Wen first rose to fame as ... Read more

28 May 2019

59mins

Ranked #19

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Episode 21: A high-tech company with explosive growth...and various other science things you don't want to miss

Episode 21: A high-tech company with explosive growth...and various other science things you don't want to miss

Matthew Shribman has accumulated over 25 million views across platforms for his 'Science in the Bath' series, available ... Read more

12 Feb 2020

45mins

Ranked #20

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Episode 28: Moving up against the market

Episode 28: Moving up against the market

Eti Amegor of Axius Partners & www.suitsandkicks.com joins us to talk allocating and investing in the strange curren... Read more

16 May 2020

55mins

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