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Frazis Capital Podcast #61: 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.

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Manage episode 378957374 series 3126091
Content provided by Michael Frazis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Michael Frazis or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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.

  continue reading

87 episodes

Artwork
iconShare
 
Manage episode 378957374 series 3126091
Content provided by Michael Frazis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Michael Frazis or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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.

  continue reading

87 episodes

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