Michael Frazis | Where to for Big Tech, Chip Makers, A.I. & Life Sciences?

Welcome back to The Rate of Change with York Wealth Management.

As advisors to some of the wealthiest families in the country, The Rate of Change is a podcast designed to help you in the pursuit of building long-term wealth through the insights of some of the brightest minds in asset management.

I’m your host, Murdoch Gatti, and in today’s ROCast, we are sitting down once again with Michael Frazis, the Managing Director and Portfolio Manager of Frazis Capital Partners.

Michael and I discuss a variety of fascinating topics, from his fund’s 80% performance this year (as of time of recording) to his thoughts on navigating the tech and biotech sectors. We dive into key stocks like Nvidia, DroneShield, Clarity Pharmaceuticals, Mercado Libre, Newbank and TransMedics.

We also explore Michael’s AI-back ...