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Knowing when to sell: How growth investor Michael Frazis manages risk
Michael Frazis is back to unpack a market moving faster than ever. From cracks appearing in the AI infrastructure trade and a potential software comeback, to personalised cancer vaccines and the evolution of his own investing strategy, Michael explains why he’s moved from simply holding great growth companies to systematically taking profits and managing momentum. Plus, we dig into Nvidia’s biggest long-term threat, why Apple may have played the AI boom perfectly, and the thinking behind Frazis Capital Partners’ new ROAR Active ETF.
In this episode:
00:00 Why markets could be entering a more…
The skinny
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