They discuss the state of technology, famous investors, and some ways to hedge against turbulent times.
Available through Apple here:
https://itunes.apple.com/au/podcast/episode-5-mike-and-mario-discuss-some-new-investment-ideas/id1451246735?i=1000431112714&mt=2
And other major podcast aggregators here:
https://anchor.fm/michael-frazis/episodes/Episode-5-Mike-and-Mario-discuss-some-new-investment-ideas-e3ce84