The three revolutions of 2023 and where they will go in 2024. And our top ASX pick...

Medtech, liquidity, and talking computers

Bond yields hit cycle highs, medtech takes a GLP-pounding, Nvidia and Microsoft do some cool science, and all roads in semiconductors lead to TSMC.

Double or Nothing #16: Qantas scandal, an aggressive move in capital markets, a new IPO, and dodgy Government energy data.

Ozempic, AI in the sex industry, drug discovery, Stefan Zweig

Double or Nothing #14: Michael Frazis and Misha Saul talk markets

State of the Market: the winners and losers in big tech cost outs

Michael Frazis and Misha Saul talk Silicon Valley bank and Submarines

Double or Nothing Episode #12: ChatGPT, Cortes and the Aztecs.

Michael Frazis gives an update on markets and technology.