Michael Frazis

Michael Frazis

Author: Chris Judd's Talk Ya Book May 18, 2021 Duration: 19:02

In this episode of Talk Ya Book, we’re joined by founder and Portfolio Manager of Frazis Capital Partners, Michael Frazis. After an impressive 2020 - returning north of 100% for his long-only international equities fund - we get to hear more about his investing strategy and one of his favourite stocks at the moment, Moderna (NASDAQ: MRNA). Proudly presented by Spirit Technology Solutions.

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Ever wonder how the most successful investors in Australia actually think when they place a real bet? Chris Judd's Talk Ya Book Podcast pulls back the curtain on that exact moment, moving beyond theory into the concrete decisions that define a career. Each conversation is built around a single, high-conviction idea from a guest who has proven their skill in the markets. The focus isn't on hot stock tips or market predictions, but on the underlying process: how they found the opportunity, why it convinced them, and how they manage the risk. You'll hear the nuanced questions, the doubts, and the specific analysis that turns research into action. This podcast provides a rare, unfiltered look at the craft of investing, offering more substance than headline financial news. It’s for anyone interested in the discipline behind the decisions, listening as seasoned professionals talk through their reasoning in real detail. The discussions are grounded in practical experience, making complex investment concepts accessible through the lens of real-world application. Tune in to hear how Australia's best investors articulate their thesis when the stakes are genuinely high.
Author: Language: en-us Episodes: 100

Chris Judd's Talk Ya Book Podcast
Podcast Episodes
Harley Grosser [not-audio_url] [/not-audio_url]

Duration: 20:30
On this week’s episode of Talk Ya Book, Chris Judd welcomes back Harley Grosser from Capital H Management. Harley talks us through a position he is personally involved in, an exciting micro-cap financial services busines…
Steve Johnson [not-audio_url] [/not-audio_url]

Duration: 27:17
On this week’s episode of Talk Ya Book, Chris Judd welcomes back Steve Johnson from Forager Funds Management. Tune in for an update on Steve’s conviction behind ASX listed Whispir Ltd and a few of his insights to battlin…
Emanuel Datt [not-audio_url] [/not-audio_url]

Duration: 22:33
On this week’s episode of Talk Ya Book, Chris Judd sits down with Emanuel Datt from Datt Capital. We get to hear Emanuel’s insights on the global energy crisis, underinvestment in some key energy commodities, and why he…
Brad King [not-audio_url] [/not-audio_url]

Duration: 11:49
On the latest episode of Talk Ya Book, we’re joined by Portfolio Manager at Armytage Private, Brad King. As Australia breaks participation records, whilst maintaining historically low unemployment, Brad pitches one of hi…
Tom Lambeth [not-audio_url] [/not-audio_url]

Duration: 23:14
On the latest episode of Talk Ya Book, we welcome back Portfolio Manager of VP Capital Tom Lambeth. In tune with Australia’s burgeoning gas crisis, Tom discusses the broader global energy market and his favourite opportu…
Karina Bader [not-audio_url] [/not-audio_url]

Duration: 30:47
On the latest episode of Talk Ya Book we talk to Karina Bader from Acorn Capital, a boutique fund manager that specialise in emerging companies. In today's episode Karina talks us through her bullish thesis on rare earth…
Michael Goldberg [not-audio_url] [/not-audio_url]

Duration: 20:16
On the latest episode of Talk Ya Book we welcome back Michael Goldberg from Collins St Value Fund who specialise in micro-cap stock picking. Michael gives us an insight into CSVF’s investment style with todays pick of an…
Dean Serroni [not-audio_url] [/not-audio_url]

Duration: 26:15
On the latest episode of Talk Ya Book, we sit down with Managing Director of the Crypto based fund Merkel Tree Capital, Dean Serroni. We discuss how Merkel markets themselves to institution grade investors, current volat…
Andrew Mouchacca [not-audio_url] [/not-audio_url]

Duration: 18:55
On this episode of Talk Ya Book, we sit down with Partner and Portfolio Manager at Flinders Investment Partners, Andrew Mouchacca. Andrew lends us his fresh perspective on tackling this historically volatile market, whil…
Chris Joye [not-audio_url] [/not-audio_url]

Duration: 1:02:59
In this week’s episode of Talk Ya Book we welcome back CIO of Coolabah Capital and AFR columnist, Chris Joye. On this special episode, we dive into the Federal Reserve’s interest rate dilemma, the prospect of another rec…