{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/8c560a52-84ff-4b06-b819-f4e9bd6e85ef/66863aaa04b201dd34650418?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"Expert: Michael Frazis - Why I sold Nvidia","description":"<p>Today’s guest is Michael Frazis, founder of Frazis Capital Partners. </p><p><br></p><p>Michael is one of the most well-known growth investors in Australia, with his fund returning 80% in the first half of 2024. Over the past 5 years, he has ridden many of the up's and down's of investing in technology and life sciences and in today's episode he unpacks how he managed it and what he has learned. </p><p><br></p><p>In today’s episode we cover:&nbsp;</p><ul><li>Michael's investing philosophy</li><li>How his growth fund rode the high's of 2020 and 2021 and the low's of 2022 and 2023</li><li>What he has changed from these experiences</li><li>How he delivered 80% for investors in the first half of 2024</li><li>Where he sees opportunity in life sciences </li><li>Why he sold Nvidia </li></ul><p><br></p><p>—------</p><p><br></p><p>Have an investing question?</p><ul><li>Ask via<a href=\"https://equitymates.com/get-in-touch/\" rel=\"noopener noreferrer\" target=\"_blank\"> our website</a> and we'll answer it on the podcast.</li><li>Join the conversation in the<a href=\"https://www.facebook.com/groups/equitymates\" rel=\"noopener noreferrer\" target=\"_blank\"> Facebook Discussion Group</a></li><li>Or get put in touch with a professional financial advisor by<a href=\"https://equitymates.com/advice/\" rel=\"noopener noreferrer\" target=\"_blank\"> filling out this form</a></li></ul><p><br></p><p>Want more Equity Mates?</p><ul><li><a href=\"https://equitymates.beehiiv.com/\" rel=\"noopener noreferrer\" target=\"_blank\">Sign up to our email</a> to keep up with business news&nbsp;</li><li>Listen to our basics-of-investing podcast: Get Started Investing (<a href=\"https://podcasts.apple.com/au/podcast/get-started-investing/id1484760064\" rel=\"noopener noreferrer\" target=\"_blank\">Apple</a> |<a href=\"https://open.spotify.com/show/0HckzceL2rzplaJ22LMooN\" rel=\"noopener noreferrer\" target=\"_blank\"> Spotify</a>)</li><li>Watch Equity Mates<a href=\"https://www.youtube.com/equitymates\" rel=\"noopener noreferrer\" target=\"_blank\"> on YouTube</a></li><li>Pick up our books:<a href=\"https://www.amazon.com.au/Get-Started-Investing-easier-invest/dp/1760879924\" rel=\"noopener noreferrer\" target=\"_blank\"> Get Started Investing</a> and<a href=\"https://www.amazon.com.au/Dont-Stress-Just-Invest-investments/dp/1761470469\" rel=\"noopener noreferrer\" target=\"_blank\"> Don’t Stress, Just Invest</a></li><li>Follow us on social media: <a href=\"https://www.instagram.com/equitymates/\" rel=\"noopener noreferrer\" target=\"_blank\">Instagram</a>, <a href=\"https://www.tiktok.com/@equitymates?lang=en\" rel=\"noopener noreferrer\" target=\"_blank\">TikTok</a> &amp; <a href=\"https://www.linkedin.com/company/69347060/\" rel=\"noopener noreferrer\" target=\"_blank\">LinkedIn</a></li></ul><p><br></p><p>—------</p><p><br></p><p>In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.&nbsp;</p><p><br></p><p>—------</p><p><br></p><p>Equity Mates Investing is a product of Equity Mates Media.&nbsp;</p><p><br></p><p>This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.&nbsp;</p><p><br></p><p>Equity Mates Media operates under Australian Financial Services Licence 540697.</p>","author_name":"Equity Mates Media"}