The Contrarians with Adam and Adir https://contrarianspod.com/ en Get the fearless truth about start-ups and corporate Australia from guys that give you the hard facts, not the company line. Hear Luxury Escapes co-founder Adam Schwab and Catapult Sports Exec Chairman Adir Shiffman provide the inside word on the biggest stories in business with a contrarian take from the guys who sit on both sides of the table. New episodes dropping weekly. https://megaphone.imgix.net/podcasts/3669e25c-bd75-11f1-838b-079ae99378fc/image/6bf349bc9d8986b34f99c9bff418a3c3.jpeg?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress The Contrarians with Adam and Adir https://contrarianspod.com/ no episodic The Contrarians Get the fearless truth about start-ups and corporate Australia from guys that give you the hard facts, not the company line. Hear Luxury Escapes co-founder Adam Schwab and Catapult Sports Exec Chairman Adir Shiffman provide the inside word on the biggest stories in business with a contrarian take from the guys who sit on both sides of the table. New episodes dropping weekly. The Contrarians Will@TheContrariansPod.com Jim’s Inflation Catastrophe, Credit Card Surcharge Backlash, Codan Goes Parabolic, Iran’s Negotiation Fail, Joby Takes Off and Mike’s Apology Adam and Adir unpack the fallout from Australia’s credit-card surcharge changes, why retailers and consumers may both end up worse off, and whether the policy risks adding more inflationary pressure. Mike apologises for GTAVI misinformation, discussing Codan’s extraordinary growth and valuation, and dig into Joby Aviation, autonomous aircraft and the future of flying taxis. 00:00 - Queenstown, Tourism and GTA 6 20:45 - Credit Card Surcharges and Retail 54:02 - Iran, Energy and Geopolitics 1:04:21 - Australia’s Biggest Tech Businesses 1:09:35 - Codan’s Incredible Run 1:17:43 - Joby, Flying Taxis and The Future Of Flight Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/ Mon, 05 Oct 2026 18:00:00 -0000 full The Contrarians Adam and Adir unpack the fallout from Australia’s credit-card surcharge changes, why retailers and consumers may both end up worse off, and whether the policy risks adding more inflationary pressure. Mike apologises for GTAVI misinformation, discussing Codan’s extraordinary growth and valuation, and dig into Joby Aviation, autonomous aircraft and the future of flying taxis. 00:00 - Queenstown, Tourism and GTA 6 20:45 - Credit Card Surcharges and Retail 54:02 - Iran, Energy and Geopolitics 1:04:21 - Australia’s Biggest Tech Businesses 1:09:35 - Codan’s Incredible Run 1:17:43 - Joby, Flying Taxis and The Future Of Flight Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/ Adam and Adir unpack the fallout from Australia’s credit-card surcharge changes, why retailers and consumers may both end up worse off, and whether the policy risks adding more inflationary pressure. Mike apologises for GTAVI misinformation, discussing Codan’s extraordinary growth and valuation, and dig into Joby Aviation, autonomous aircraft and the future of flying taxis.


00:00 - Queenstown, Tourism and GTA 6

20:45 - Credit Card Surcharges and Retail

54:02 - Iran, Energy and Geopolitics

1:04:21 - Australia’s Biggest Tech Businesses

1:09:35 - Codan’s Incredible Run

1:17:43 - Joby, Flying Taxis and The Future Of Flight


Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/

]]> 5574 Retail Disaster, Firmus Goes to the Moon (Allegedly) and is Private Equity’s Golden Run Ending? Adam and Adir unpack the brutal sell-off across Australian retail, where names like JB Hi-Fi, Nick Scali, Temple & Webster and Myer sit in the cycle, and whether the downturn is starting to create long-term bargains. They also dig into Mass Group’s surge, Firmus’ extraordinary valuation trajectory and the risks around the data-centre boom, before turning to private equity and why the industry is suddenly struggling to find exits. 00:00 - Retail Gets Crushed 11:46 - Mass Group and Firmus 23:58 - Private Equity Runs Out Of Exits Join us on Substack for articles, news and more: ⁠https://www.thecontrarianspod.com/⁠ Fri, 02 Oct 2026 19:00:00 -0000 full The Contrarians Adam and Adir unpack the brutal sell-off across Australian retail, where names like JB Hi-Fi, Nick Scali, Temple & Webster and Myer sit in the cycle, and whether the downturn is starting to create long-term bargains. They also dig into Mass Group’s surge, Firmus’ extraordinary valuation trajectory and the risks around the data-centre boom, before turning to private equity and why the industry is suddenly struggling to find exits. 00:00 - Retail Gets Crushed 11:46 - Mass Group and Firmus 23:58 - Private Equity Runs Out Of Exits Join us on Substack for articles, news and more: ⁠https://www.thecontrarianspod.com/⁠ Adam and Adir unpack the brutal sell-off across Australian retail, where names like JB Hi-Fi, Nick Scali, Temple & Webster and Myer sit in the cycle, and whether the downturn is starting to create long-term bargains. They also dig into Mass Group’s surge, Firmus’ extraordinary valuation trajectory and the risks around the data-centre boom, before turning to private equity and why the industry is suddenly struggling to find exits. 00:00 - Retail Gets Crushed 11:46 - Mass Group and Firmus 23:58 - Private Equity Runs Out Of Exits Join us on Substack for articles, news and more: ⁠https://www.thecontrarianspod.com/⁠

]]> 2681 AI Money Furnace, Lottery Deep Dive, Fair Work Loses the Plot and AirTree Fight Goes Public Adam and Adir dig into whether businesses are actually generating enough economic value from AI to justify the enormous amount being spent on it, before unpacking a controversial Fair Work ruling involving an Uber driver. They also take a deep dive into The Lottery Corporation’s monopoly economics, digital migration and valuation, before turning to the increasingly public intrigue around AirTree, Eucalyptus and the AFR. 00:00 - Intro and The Grand Final Public Holiday 05:15 - Coles, Finish and Dishwasher Tablet Pricing 12:28 - The Cost Of Eating Around The World 20:10 - Is AI Actually Creating Economic Value? 41:33 - Uber and The Fair Work Commission 51:20 - The Lottery Corporation Deep Dive 1:20:39 - AirTree, Eucalyptus and The AFR Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/ Thu, 01 Oct 2026 09:35:00 -0000 full 1 246 The Contrarians Adam and Adir dig into whether businesses are actually generating enough economic value from AI to justify the enormous amount being spent on it, before unpacking a controversial Fair Work ruling involving an Uber driver. They also take a deep dive into The Lottery Corporation’s monopoly economics, digital migration and valuation, before turning to the increasingly public intrigue around AirTree, Eucalyptus and the AFR. 00:00 - Intro and The Grand Final Public Holiday 05:15 - Coles, Finish and Dishwasher Tablet Pricing 12:28 - The Cost Of Eating Around The World 20:10 - Is AI Actually Creating Economic Value? 41:33 - Uber and The Fair Work Commission 51:20 - The Lottery Corporation Deep Dive 1:20:39 - AirTree, Eucalyptus and The AFR Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/ Adam and Adir dig into whether businesses are actually generating enough economic value from AI to justify the enormous amount being spent on it, before unpacking a controversial Fair Work ruling involving an Uber driver. They also take a deep dive into The Lottery Corporation’s monopoly economics, digital migration and valuation, before turning to the increasingly public intrigue around AirTree, Eucalyptus and the AFR.


00:00 - Intro and The Grand Final Public Holiday

05:15 - Coles, Finish and Dishwasher Tablet Pricing

12:28 - The Cost Of Eating Around The World

20:10 - Is AI Actually Creating Economic Value?

41:33 - Uber and The Fair Work Commission

51:20 - The Lottery Corporation Deep Dive

1:20:39 - AirTree, Eucalyptus and The AFR


Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/

]]> 5432 no Meta Comes Back, JB Hi-Fi Gets Cheap, and Hello World’s $135m Acquisition Gets Weird Fri, 25 Sep 2026 19:00:00 -0000 full 1 245 The Contrarians Adam and Adir dig into Meta’s latest AI push and the risks of handing autonomous agents access to your personal data, before turning to JB Hi-Fi’s battered share price and whether GTA 6 can really move the needle. They also unpack Hello World’s $135 million acquisition of Crown Currency Exchange, and why the size, structure and disclosure around the deal raises so many questions.


Thank you to Visa for sponsoring today's episode. Find out more about how to turn business spend into better benefits with Visa here.


00:00 - Meta and The AI Race

18:55 - JB Hi-Fi, GTA 6 and Consumer Spending

28:54 - Hello World’s $135m Crown Currency Acquisition


Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/

]]> 2993 no Commercial Property Cycle, Retail’s Comeback, Aged Care and Finding Value Where Nobody’s Looking: with Commercial Property Gun, Tim Slattery Wed, 23 Sep 2026 19:00:00 -0000 full 1 244 The Contrarians Tim Slattery joins Adam and Adir to unpack his journey from becoming an ASX CEO at around 30 to selling APN Property Group to Dexus for more than $300 million and starting again with ASA Real Estate Partners. They dig into commercial property cycles, industrial and office markets, why shopping centres survived the e-commerce threat, and the unloved sectors, including specialised care property, where Tim sees opportunity.


This episode was part of a paid partnership with ASA Real Estate Partners. We thank them for supporting the pod and keeping all of our content free.https://www.asarep.com/Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/

]]> 2225 no Firmus Goes to the Moon, Anthropic’s Profit Problem, Founder Tax Chaos, Breakthrough Victoria Death March and Xero's Year from Hell Mon, 21 Sep 2026 19:00:00 -0000 full 1 243 The Contrarians Adam and Adir unpack Anthropic’s unusual approach to profitability, the extraordinary valuation being floated for Firmus and what could eventually unwind the economics of the AI boom. They also dig into Australia’s founder tax changes, Breakthrough Victoria and the National Reconstruction Fund, before turning to Xero’s executive pay fight, US strategy and brutal share-price decline.

00:00 - Adir's Gaming Sesh

12:31 - The US Open and The Focus of Winners

16:09 - Victoria’s Pothole Crisis

22:46 - Anthropic’s Economics and The AI Bubble

38:03 - Firmus and The $50bn Valuation

44:36 - Australia’s Founder Tax Changes

1:02:29 - Breakthrough Victoria and The National Reconstruction Fund

1:14:11 - Xero’s Pay Revolt and Strategy Problem


Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/

]]> 5264 no Ask Us Anything: How Do We Get Real People Into Politics? + When Is It Time To Pivot? (with Chris Judd) Fri, 18 Sep 2026 19:00:00 -0000 full 1 242 The Contrarians Live from The Commons in Cremorne, Adam and Adir are joined by Chris Judd for a special Ask Us Anything episode.

This week:

  • How do we attract more capable people into politics?
  • What would actually improve productivity in Australia?
  • When should founders, investors and operators pivot, hold course or walk away?

Got a question you want answered? Drop it in the comments!


Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/

]]> 1199 no HMC Capital Comeback Tour and AFG Fights Housing Slump: With Star Fund Manager Luke Laretive Wed, 16 Sep 2026 19:00:00 -0000 full 1 241 The Contrarians Luke Laretive joins Adam and Adir to unpack how Seneca approaches active investing, why its small-cap fund uses an unusually aligned fee structure, and where he still sees opportunities in an increasingly passive market.

They dig into Australian Finance Group’s mortgage and lending business, HMC Capital’s brutal repricing, HealthCo and Healthscope, DigiCo, private credit and why the market may be overlooking some very cheap assets.

00:00 - Luke Laretive and Seneca

16:05 - AFG Deep Dive

32:14 - HMC Capital Deep Dive

40:11 - HealthCo, DigiCo and Private Credit


This episode was part of a paid partnership with Seneca Financial Solutions. We thank them for supporting the pod and keeping all of our content free.

Visit https://senecafs.com.au/ to learn more.

Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/

]]> 2907 no Live Show, Macro Investing King Chris Judd joins, Apple’s $3,500 Foldable Bet, Australia’s Housing Mess, Cogstate and the Firmus Moneyshot Mon, 14 Sep 2026 19:00:00 -0000 full 1 240 The Contrarians Adam and Adir record live from The Commons in Cremorne, covering Australia’s worsening housing and rent crisis, Apple’s rumoured folding iPhone, the company’s pricing power, and whether AI’s frontier model economics can survive customers moving to cheaper alternatives. Chris Judd then joins to talk markets, uncertainty, inflation, US debt, Cogstate, MAAS Group, Firmus, data centres, founder-led investing and why the best returns often come from backing people prepared to think differently.


00:00 - Live From The Commons

03:07 - Australia’s Housing and Rent Crisis

19:02 - Apple’s Folding iPhone

30:30 - AI Models and Data Centres

35:10 - Chris Judd Joins Pod

46:31 - Chris Judd’s Macro View5

8:18 - Cogstate

1:03:37 - MAAS Group and Firmus

1:16:02 - Founder-Led Investing


A big thank you to the team at The Commons for hosting our first live episode of the pod (or something like that). You can link to their website here: https://www.thecommons.com.au/


Link to Cerutty Macro Fund: https://ceruttymacrofund.com.au/


Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/

]]> 4716 no Is Yo-Chi our next Decacorn, AI Comes for the Lawyers and should CEOs also take Board Seats Fri, 11 Sep 2026 19:00:00 -0000 full 1 239 The Contrarians Adam and Adir debate whether founders and senior executives should be allowed to sit on external boards while running a business, before turning to the coming pressure on big law fees as AI starts breaking the traditional leverage model. They also unpack Yo-Chi’s extraordinary rise, its reported billion-dollar-plus valuation, global expansion plans, store economics, and why timing, product and execution can turn a good retail concept into a monster business.


01:05 - The CEO Board Seat Debate

09:26 - AI Comes For Big Law

24:29 - Yo-Chi’s $2bn Valuation

29:54 - Why Yo-Chi Worked

38:55 - Yo-Chi’s Global Upside


Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/

]]> 2680 no Expert360 Heartbreak, CTM is Back, Iran Stalemate gets less Stale and The Athlete Rich List Mon, 07 Sep 2026 19:00:00 -0000 full The Contrarians Adam and Adir unpack Expert360’s painful sale, why founders need to think carefully about golden windows, and what CTM’s return to the ASX says about survival, short sellers and investor risk. They also dig into Iran’s blockade problem, student politics at Monash, Alastair Clarkson’s messy North Melbourne exit, and the athlete rich list quiz that turns into a bigger conversation about brand, equity and celebrity power.

00:00 - Intro
12:20 - Alistair Clarkson & North Melbourne
25:08 - Student Politics at Monash
36:17 - The Athlete Rich List Quiz
50:30 - Iran and the Straight of Hormuz
1:02:30 - Expert360
1:16:04 - CTM

 Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/

Try Braze

]]> 5426 no Retail Deep Dive: Kogan shows the money and Cettire close to the edge Fri, 04 Sep 2026 19:00:00 -0000 full The Contrarians Australia’s retail stocks are getting smashed, but Adam and Adir think the sell-off could finally be creating opportunities in businesses like JB Hi-Fi, Kogan and Koala.

Meanwhile, Cettire has lost 95% of its value in two years and its latest results raise even more questions about how long the luxury retailer can keep going.

00:00 Australian Retail Stocks Are Getting Smashed
12:41 Kogan, Temple & Webster and Koala
16:40 Cettire’s Collapse & The Art of Contrarian Investing

Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/ 

Try Braze

]]> 2106 no Canva’s Investor Dumpster Fire, Xero’s Shareholder Smackdown, CTM’s Lifesasver Deal and GTA's $3.5bn Bet Mon, 31 Aug 2026 19:00:00 -0000 full The Contrarians Adam and Adir unpack the investor fight building around Canva, AirTree and the painful question of when early backers should finally get liquidity. They also dig into Xero’s shareholder revolt, Corporate Travel Management’s surprise rescue deal, Zoox’s lost upside, the return of hardware startups, and why Disney might be one of the rare businesses with almost every major competitive power.

00:00 - Defcon Merch and Tansu’s First Week
07:14 - Zoox
16:31 - Vanguard Smart Glasses
23:05 - Leo Esaki's Five Don'ts
27:47 - Disney's Hidden Powers
35:53 - GTA VI
43:13 - Eureka Pet Co.
48:20 - Victoria's Crime Problem
58:04 - Canva
1:13:19 - Xero's Shareholder Revolt
1:20:40 - CTM

The first 20 listeners to use code "TCfirst20" at Tanssu.com will redeem the offer mentioned in this week's episode: https://www.tanssu.com/discount/TCfirst20. Add “The Set” to your cart in any colour. Then at checkout, the code will remove the cost of the tote.

Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/

]]> 5629 no OpenAI Burns Billions, Temple & Webster Gets Crushed Fri, 28 Aug 2026 19:00:00 -0000 full The Contrarians Adam and Adir unpack the strange economics of AI, with OpenAI burning billions, Anthropic claiming explosive growth, and investors still trying to work out where the real profits will come from. They also dig into Temple & Webster’s brutal share price collapse, the limits of its retail model, and why even strong operators can struggle inside a brutally hard business.

00:00 - OpenAI, Anthropic and The AI Money Problem
14:39 - Temple & Webster Gets Whacked 

Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/

]]> 2355 no The World's Best Negotiator Returns To The Contrarians Wed, 26 Aug 2026 19:00:00 -0000 full The Contrarians Adam and Adir are joined by negotiation expert Vicki Medvec to discuss how to negotiate better deals, use anchoring, understand BATNA, manage emotion, create multiple offers, avoid losing value at the finish line and solve the other side’s problem. Vicki also explains bucket issues, storytelling issues, negotiation power, cross-cultural differences and why the best negotiators focus less on themselves and more on what the other side really needs.

Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/

Buy Vicki's Book: https://www.amazon.com.au/Negotiate-without-Fear-Strategies-Maximize/dp/1119719097

]]> 3441 no GYG’s Blowout Result, Adir’s Luggage Startup, Sydney's Pullman Five and Culture Amp’s AI Fight Mon, 24 Aug 2026 19:00:00 -0000 full The Contrarians Adam and Adir cover a messy week of airports, taxis, AI tools and data privacy before turning to Sydney's Pullman Five and the erosion of the presumption of innocence in public life. They also unpack Culture Amp’s AI data changes, Spirit Airlines’ email archive being sold for training data, Guzman y Gomez’s impressive result, and Adir’s long, painful, surprisingly successful launch of his new luggage brand Tanssu.

00:00 - Wispr, RSI and The Curse in Disguise
07:12 - Telstra’s Futurama Phone Box Fail
10:13 - Mobile Phones, Parenting and Always Being Contactable
12:35 - Uber, Taxis and Airport Chaos
18:28 - Adir’s New York Cafe Story
22:23 - DEF CON, Delta Wi-Fi and Executive Deepfakes
36:01 - Sydney's Pullman Five and Presumption of Innocence
47:52 - Culture Amp, AI Training Data and Privacy
58:57 - Guzman y Gomez’s Big Result
1:21:06 - Tanssu Launch

The first 20 listeners to use code "TCfirst20" at Tanssu.com will redeem the offer mentioned in this week's episode: https://www.tanssu.com/discount/TCfirst20. Add “The Set” to your cart in any colour. Then at checkout, the code will remove the cost of the tote.

]]> 5836 no Housing Crash Gets Real, NVIDIA’s AI Factory Gamble, Canva’s Markdown Fri, 21 Aug 2026 19:00:00 -0000 full The Contrarians Adam and Adir unpack the growing pressure in Australia’s housing market, with falling prices, sticky inflation and the fallout from the federal budget creating a messy economic picture. They also dig into NVIDIA’s latest AI infrastructure financing play, why CUDA may not be as untouchable as it once looked, and whether the AI boom is starting to look more fragile. Plus, Canva’s valuation gets marked down, SaaS multiples come back to earth, and Blackbird raises another billion dollars.

00:00 - Australia's Housing Crash
10:21 - NVIDIA
24:45 - Canva's Valuation Markdown

Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/

]]> 2264 no Tech Bros Goes Off, DEF CON Hackers, Waymo vs Zoox, and The LinkedIn Algorithm Mon, 17 Aug 2026 19:00:00 -0000 full The Contrarians Adam and Adir unpack San Francisco’s AI-fuelled tech boom, from Waymo and Zoox to Figma’s aggressive push and Lovable’s wild valuation. Later, Adir explains what DEF CON reveals about modern cybersecurity, before John Stensholt joins to discuss Tech Bros, Atlassian’s founder breakup and the strange billionaire world of Mike Cannon-Brookes and Scott Farquhar.

GET YOUR TICKET TO THE CONTRARIANS LIVE! https://events.humanitix.com/the-contrarians-live

John Stensholt's book 'Tech Bros' is available now: https://harpercollins.com.au/products/9781460769492

00:00 - San Francisco, Waymo and Zoox
08:00 - Figma, AI and the API Boom
17:15 - Lovable’s $13bn Valuation
21:45 - Contrarians Live Show Announcement
26:30 - LinkedIn’s Algorithm Problem
31:30 - DEF CON, Hackers and Cybersecurity
51:15 - John Stensholt on Tech Bros and Atlassian

Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/

]]> 5178 no Australia's Most Powerful VCs Join the Pod Fri, 14 Aug 2026 19:00:00 -0000 full The Contrarians Hear Blackbird's Rick Baker, Airtree's Craig Blair and Jelix's Ian Gardiner discuss the AI Bubble, CGT Founder Chaos and Australia's Startup Future

Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/

]]> 2941 no Canva’s AI Crisis, Zoox Changes Everything, Xero’s Ad Disaster, Jetstar’s Bag War, and Atlassian’s Profit Pivot Mon, 10 Aug 2026 19:00:00 -0000 full The Contrarians Adam and Adir discuss Zoox, Waymo, autonomous cars, Xero’s strange Vegas advertising, Sukhinder Singh Cassidy, Victoria’s work-from-home laws, Delta One, airline lounges, Jetstar’s carry-on bag crackdown, Ryanair, Canva’s slowing growth, AI design tools, Claude, OpenAI, Figma, Atlassian’s profit pivot and the future of Australia’s biggest tech companies.

Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/

]]> 6987 no Canva’s $60bn Problem and eBay’s Corporate Terrorism Scandal Fri, 07 Aug 2026 19:00:00 -0000 full The Contrarians Adam and Adir discuss Canva’s slowing growth, its $60 billion valuation, Figma, Meta, AI design tools, OpenAI, Anthropic, the pressure on Australia’s biggest private tech company, eBay’s corporate terrorism scandal, the Steiners, Devin Wenig, CEO accountability, the $55 million settlement and why corporate consequences rarely reach the top.

Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/

]]> 1517 no AI Fund Explodes, Alan Joyce is Back, Victoria’s Labor Reset, Fauci’s COVID Reckoning and Credit Card Chaos Mon, 03 Aug 2026 19:00:00 -0000 full The Contrarians Adam and Adir discuss Ben Carroll replacing Jacinta Allan, Victoria’s work-from-home laws, credit card fees, AI chatbots, bad customer experience, the “logo CEO” problem, Qantas, Alan Joyce, self-managed super property changes, Gen Z drinking habits, OSW and the battery boom, Anthony Fauci, COVID lockdowns, Leopold Aschenbrenner’s AI fund blow-up, Anthropic, Nvidia and the AI bubble.

01:07 - Victoria's Leadership Change
06:52 - Credit Cards
13:20 - AI Customer Service
18:26 - Logo Changes and Rebrands
27:08 - Alan Joyce
41:08. - Property Rules
51:59 - OSW
1:03:22 - Fauci, COVID and the Pandemic Reckoning
1:16:30 - Leo Lats, AI Leverage and Bubble Behaviour


Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/

 

]]> 5055 no Tesla Going Down...Down, Immutable’s Massive Fall and Australia’s Unicorn Bubble Fri, 31 Jul 2026 19:00:00 -0000 full The Contrarians Adam and Adir discuss Tesla’s profit collapse, Elon Musk’s valuation premium, robotaxis, self-driving, BYD, SpaceX, Starlink, Richard White, Immutable, blockchain gaming, NFTs, crypto tokens, Australia’s unicorn bubble and the $3.5 billion valuation that never made sense.

Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/

See omnystudio.com/listener for privacy information.

]]> 2197 no AI Bubble, Waymo Ditches Uber, Jacinta Allan’s Disaster, KPMG Scandal and Jim Chalmers’ Crashes Housing in All the Wrong Places Mon, 27 Jul 2026 19:00:00 -0000 full The Contrarians Adam and Adir discuss the Labor Party conference, Ed Husic, Jacinta Allan’s political problems, Victoria’s unemployment rate, a 1998 celebrity earnings quiz, Etched and the AI chip race, Nvidia, OpenAI, KPMG’s Lendlease audit scandal, Waymo vs Uber, Revolut, bank fees, Jim Chalmers’ housing policy and Australia’s property risk.

Watch the video Adam mentions: https://www.instagram.com/reels/DbNXhESCeXM/ 

2:06 - Ed Husic and the Gaza Debate
8:46 - Jacinta Allen and Victorian Labor
13:45 - Work From Home Laws
19:19 - Highest Earning Celebrities of 1998
35:33 - Nvidia's Margin Problem
57:11 - KPMG
1:00:36 - Waymo
1:09:53 - Mid Roll
1:10:17 - Revolut
1:17:53 - First Home Buyers

Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/

See omnystudio.com/listener for privacy information.

]]> 5342 no SpaceX Returns to Earth, Tesla's Shrinking Powers and Atlassian Ruins Loom Fri, 24 Jul 2026 19:00:00 -0000 full The Contrarians Adam and Adir discuss luxury hotel inflation, Instagram status games, SpaceX’s valuation drop, Starlink’s powers, Tesla vs BYD, Australia’s best-selling cars, Atlassian’s Loom problem, Mike Cannon-Brookes and Adam’s safari life.

Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/

See omnystudio.com/listener for privacy information.

]]> 2751 no Xero Gets Whacked, 4DMedical’s Meme Stock Moment, SEN Circles ARN, Uber's Loyalty Lock Up, and Adam’s Safari Business Lessons Mon, 20 Jul 2026 19:00:00 -0000 full The Contrarians Adam and Adir discuss safari business lessons, England vs Argentina, Murderbot Diaries and $0.99 Kindle funnels, Uber One, Lux Plus, Marxism, social democracy, Xero’s CEO share sale, SEN circling ARN, Jackie O, 4DMedical, Pro Medicus comparisons and meme stock valuations.

Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/

00:00 - Adam’s Safari Experience
11:08 - England vs Argentina and Why Playing Defence Kills Winners
15:35 - 99c Kindle Funnel
22:14 - Uber One vs Lux Plus
31:20 - Collective Noun Quiz
36:17 - Marxism & Capitalism
55:10 - Xero’s CEO Share Sale
1:15:38 - SEN & ARN
1:26:04 - 4DMedical

]]> 6188 no Deep Dive: Bending Spoons - Genius or Disaster? Fri, 17 Jul 2026 19:00:00 -0000 full The Contrarians Adam & Adir examine Bending Spoon's extraordinary rise, its blockbuster IPO, comparisons with Berkshire Hathaway and Constellation Software, the risks created by its aggressive use of leverage, and whether Bending Spoons is an ingenious software conglomerate or an enormously overvalued house of cards.

Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/

]]> 3170 no Nvidia's AI Trade, Telstra’s Disaster, EasyJet’s Takeover Fight, Protein Mania, and TEG Loses the Plot Mon, 13 Jul 2026 19:00:00 -0000 full The Contrarians Adam and Adir discuss EasyJet and the economics of discount airlines, Telstra’s outage, Twinkies, protein mania, gambling, Norway’s sporting machine, work from home obesity, Nvidia and Fermi’s AI bubble, Bitcoin, TEG, Ticketek and Live Nation.

Watch the Luton Airport Prank Video: 
https://www.youtube.com/watch?v=Ya_LluCl16k

Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/

See omnystudio.com/listener for privacy information.

]]> 6564 no Ask Us Anything: How do you explain average grades? + Should workers own more of the businesses they help build? Fri, 10 Jul 2026 19:00:00 -0000 full The Contrarians Happy Saturday! We’re answering another batch of your questions this week.

This week you asked:

🧠 How should someone with a strong career but average academic results explain ADHD and employability concerns to a potential employer?

🤝 Should Australia adopt broader employee ownership models to help workers build wealth and support retiring SME owners?

🇦🇺 What is Australia’s greatest invention in terms of global impact or global good?

Have something you want Adam and Adir to answer next? Drop it in the comments!

 

Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/

]]> 1435 no AI’s $7 Trillion Bubble, Corporate Travel’s Next Disaster, Work From Home Revolts, and The Man Shake Buy Back Mon, 06 Jul 2026 19:00:00 -0000 full The Contrarians Adam and Adir discuss London’s heat wave, Victoria’s crime wave, Labor’s housing mess, the world’s most profitable companies, Nvidia and the AI bubble, remote work, Canva vs Figma, Koala, SkinKandy, The Man Shake and the latest Corporate Travel disaster.

00:00 - London's Heat Wave
06:00 - Victoria's Crime Wave and the Housing Debate
14:00 - The 30 Most Profitable Companies
23:00 - The AI Bubble, Nvidia and the $7 Trillion Question
44:00 - CGT, Capitalism and Labor's Budget Backlash
54:00 - Remote Work, Gen Z and Canva's Office Crackdown
1:05:01 - Koala, SkinKandy and the ASX IPO Problem
1:10:00 - Man Shake
1:20:00 - Corporate Travel's Latest Disaster

 

Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/

]]> 6267 no Ask Us Anything: Is Australia’s ageing population breaking democracy? + What does the Victorian Liberal Party turmoil say about its future? Fri, 03 Jul 2026 19:00:00 -0000 full The Contrarians Happy Saturday! We’re back with another round of listener questions.

This week you asked:

🗳️ Is Australia’s ageing population creating a scenario of democratic failure?

🏛️ What does the latest Victorian Liberal Party turmoil say about the party’s internal culture and ability to govern?

✡️ Do Adam and Adir consider themselves practising Jews, culturally Jewish, or somewhere in between?

Got a question you’d love the guys to tackle next? Drop it in the comments!

]]> 1519 no Canva’s AI Crisis, Karl Stefanovic’s Podcast Genius, Labor’s CGT Shambles, and Claude Design Changes Everything Mon, 29 Jun 2026 19:00:00 -0000 full The Contrarians Adam and Adir break down whether Canva has missed its golden window to sell, why Karl’s split with Nine might be a brilliant media move, and how the government’s startup tax carve-outs could smash founders and employees.

Plus, Will joins for a quick behind-the-scenes update on The Contrarians as a standalone media business.

 

00:00 - Update from Will
18:00 - Choosing a Chair for a Business
35:00 - World Cup Lessons
41:00 - Karl Stefanovic
1:02:00 - Claude Design
1:23:00 - More CGT Discussion

 

Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/ 

]]> 6675 no Deep Dive: The Rise and Fall and Takeover Fight for Accent Group, Australia's Shoe Giant Fri, 26 Jun 2026 19:00:00 -0000 full The Contrarians Scott Middleton from Terem Capital joins Adam and Adir to break down Accent Group’s business model, the strength of The Athlete’s Foot, the Hoka opportunity, the Glue Store write-off, the risks in fashion retail, and whether Frasers is trying to buy the company too cheaply.

Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/

]]> 3320 no KPMG Scandal Explodes, Labor’s CGT Shambles, ATO Scares Small Business, Ferrari Goes Electric, and Adore Beauty Goes Sideways Mon, 22 Jun 2026 19:00:00 -0000 full The Contrarians The guys discuss KPMG’s spectacular implosion, Labor’s chaotic CGT Reverse Ferret, the ATO’s small business scare campaign, Big W’s surprisingly good AI chatbot, Ferrari’s electric future, and Adore Beauty’s brutal market reality.

00:00 - LinkedIn Thoughts
09:15 - Startup Cities Quiz
15:00 - Big W Chat Bot Experience
27:50 - ATO Small Business Ads
30:00 - Labor's CGT Semi Backdown
44:00 - ASX
51:00 - KPMG
1:08:00 - Ferrari
1:12:00 - Adore Beauty

Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/

]]> 4871 no Ask Us Anything: How will GLP-1s change the economy? + Why are young people turning against AI? Fri, 19 Jun 2026 19:00:00 -0000 full The Contrarians Happy Saturday! It’s time for another round of listener Q&A.

This week you asked:

💉 As GLP-1s and peptides become more widespread, which industries could be most affected over the next decade?

🤖 Why are younger people becoming so angry about AI being framed as “the next big thing”?

🛋️ Is modern life now optimised for comfort at the expense of meaning?

Got something you want Adam and Adir to tackle in a future episode? Drop it in the comments!

]]> 1963 no Shadow Treasurer Tim Wilson Joins the Pod. And, Robyn Denholm cosplays Founders, Elon a Trillionaire and the great Xero Pay Rip-Off Mon, 15 Jun 2026 19:00:00 -0000 full The Contrarians 00:00 - Catapult Powering the World Cup
04:00 - EOFY Sales
08:45 - Taxis + Uber Decision
18:00 - Sleep Question
23:00 - $1 Trillion vs $1 Billion
27:00 - Robyn Denholm
40:00 - CGT Changes + Impact on Startups
52:45 - VicRoads Fail
54:15 - Xero
1:04:00 - SpaceX
1:17:44.100 - Tim Wilson joins The Contrarians

 

Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/

]]> 7901 no Ask Us Anything: Why do some aggregators beat direct prices? + Is the budget punishing risky investors? Fri, 12 Jun 2026 19:00:00 -0000 full The Contrarians Happy Saturday! We’re back with another round of listener Q&A.

This week you asked:

🏨 Why can some aggregators undercut the original seller, while others charge customers a premium?

📈 Has the budget changed the incentives for investors taking risk on growth stocks?

🛒 With Barbeques Galore entering administration, are Aussie consumers pulling back harder than the data suggests?

Have a question you want Adam and Adir to answer next? Drop it in the comments!

Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/

]]> 1897 no SkinKandy Deep Dive, Labor Revolting, More Budget Woes, and Is the UK Racist Against White People? Mon, 08 Jun 2026 19:00:00 -0000 full The Contrarians Adam and Adir go deep on SkinKandy, share the latest on the budget, look at the murder of young Brit Henry Nowak and announce which listener has won a $500 Luxury Escapes voucher.

00:00 - The Government's Fuel Solution?
13:00 - Labor's Fall in Victoria
17:42 - More Budget Fallout
40:46 - Police Racism in the UK
53:44 - SkinKandy (Deep Dive)

Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/ 

]]> 6136 no Matt Heine on How Netwealth Became One of Australia’s Greatest Tech Success Stories Fri, 05 Jun 2026 19:00:00 -0000 full The Contrarians Matt Heine, CEO of Netwealth, joins Adam Schwab and Adir Shiffman for a deep dive into one of Australia’s most impressive technology and financial services success stories.

Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/ 

]]> 3142 no Meme Hero Frank Greeff Joins Pod, OpenAI vs Anthropic, Clare O'Neil's Budget Slip, SexyLand get Hot, CTM Crumbles and is SpaceX the Most Overvalued IPO Ever? Mon, 01 Jun 2026 19:00:00 -0000 full The Contrarians Adam and Adir sit down with Frank Greef, the man who led the LinkedIn campaign against the government’s disastrous budget—and copped a slap from Albo and the Nine papers for his trouble. Plus, the guys break down the latest from OpenAI and Anthropic, the looming SpaceX float, SexyLand’s unsexy financials, and an update on Corporate Travel Management. Stick around to find out how to enter our new prize draw!

00:00 - Intro & Substack News
3:50 - OpenAI and Greg Brockman
12:54 - Housing Minister Clare O'Neal's Comments
18:35 - Siteminder
19:30 - Curtis Stone
23:30 - SexyLand
27:40 - Frank Greeff
45:30 - Anthropic
52:50 - CTM
1:02:05 - SpaceX



Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/

 

]]> 4791 no Special Bonus: Why SiteMinder Could Be the Most Misunderstood Stock on the ASX Fri, 29 May 2026 19:00:00 -0000 full The Contrarians SiteMinder has been caught in the ASX tech sell-off, but the hotel software business may be stronger than its share price suggests. Adam, Adir and Scott Middleton from Terem Capital break down the company’s subscription revenue, transaction growth, AI risk, valuation, profitability, and whether the market has overreacted.

Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/

 

]]> 3455 no New Contrarians CEO, Boomer's Budget, GYG Comes Home, EY Parental Leave Rort Mon, 25 May 2026 19:00:00 -0000 full The Contrarians Adam and Adir welcome The Contrarian’s new CEO, discuss the federal budget and get clear on who loves it (and why), catch up on Guzman y Gomez and why leaving the US is the right call, and talk through the EY parental rort and what good parental leave should look like.

Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/

00:00 - Will Hayward joins The Contrarians
21:40 - Brian Cox's Business
30:00 - LE Live
38:00 - Lime Bikes
42:22 - More Budget News
1:14:00 - Guzman y Gomez 
1:28:26 - EY's Parental Leave Updates

Thanks to our sponsor Acquire Intelligence - visit https://acquire.ai/contrarians

]]> 5836 no Ask Us Anything: Should Australians consider leaving for Singapore or Dubai? + How should renters think about the latest budget? Fri, 22 May 2026 19:00:00 -0000 full The Contrarians Happy Saturday! We’re back with another batch of listener questions.

This week you asked:

🌏 With Adam and Adir increasingly frustrated about life in Australia, have they ever seriously considered leaving for somewhere like Singapore or the UAE?

🏠 As a late-30s renter in Sydney with a young family, how should the recent budget shape thinking about the future?

💰 With CGT changes increasing the rate of capital gains tax on Australian residents, why are non-residents still exempt from CGT on certain assets?

Got something you want Adam and Adir to tackle next? Drop it in the comments!

Thanks to our sponsor Acquire Intelligence - visit https://acquire.ai/contrarians

]]> 1622 no Budget Destroys Gen Z Hope, Xero Calamity Continues, Atlassian Rebounds, Lime to IPO and Temple & Webster Crunched Mon, 18 May 2026 19:00:00 -0000 full The Contrarians The guys discuss Australia's Federal Budget Horror Show and why young people are the hardest hit, Xero's highly paid CEO fails again as share price slumps, Atlassian rebounds (a little), Temple & Webster downgraded and Lime Bike prepares to IPO

00:00 - Budget Chat
48:39 - Temple & Webster
54:40 - Xero CEO
1:00:02 - Atlassian
1:03:40 - Deep Dive: Lime Bikes

Thanks for listening!

Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast

Thanks to our sponsor Acquire Intelligence - visit https://acquire.ai/contrarians

]]> 5987 no Ask Us Anything: Programmable digital currency and selling a small VC-backed business Fri, 15 May 2026 19:00:00 -0000 full The Contrarians Happy Saturday! We’re back with another Q&A episode of the show.

This week you asked:

💸 With China rolling out a programmable digital currency, could this become a serious fiscal policy tool in Australia too?

🏷️ What’s the best pathway for selling a small, profitable VC-backed business that’s no longer growing fast enough?

🛒 How much does store layout really affect retail spending?

Got a question you want answered? Drop it in the comments!

]]> 1314 no Federal Government Destroys Startups, Negative Gearing Stays for the Rich, is SBF the World’s Best Investor, Droneshield, Hamish Douglass and Marathons Mon, 11 May 2026 19:45:00 -0000 full The Contrarians The guys deep dive into the horrific changes to CGT and how it destroys young people’s chance at wealth, negative gearing out for the young and in for Boomers, how SBF became the world’s best investor, are fibre optics going to kill Droneshield, Hamish Douglass’ redemption and world record marathon’s can’t save running shoes.

00:00 - Intro
4:35 - Mother's Day Run
6:00 - Adelaide
8:00 - Victorian State Budget Early Analysis
14.30 - FTX + SBF
23:10 - Sleep Habits
31:00 - Drone Shield & Defence Tech
34:40 - Hamish Douglas x Joe Aston
39:50 - Marathons + Running Shoe Analysis
47:00 - Unpacking the Budget Leaks

Thanks for listening!

Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast

]]> 6021 no Ask Us Anything: My boss is working from home but we’re in all the office + Dealing with loss and it’s impact on work Fri, 08 May 2026 19:45:00 -0000 full The Contrarians Happy Saturday! We’re back with another Q&A episode of the show.

This week you asked:

🤷‍♂️ My boss is working from home but my team is in the office.

🏠 Do we feel sympathy for young people not feeling financially secure?

💭 Dealing with loss and it’s impact on work and mental wellbeing

We love our listener questions. Drop us anything you want answered for our next one!

 

Thanks for listening!

Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast

]]> 1485 no Cochlear Crashes, Firmus IPO Drama, Self Driving vs Flying, Batteries Step Up, Uber x Expedia, Ghost Buses and the Experience Economy Mon, 04 May 2026 19:45:00 -0000 full The Contrarians The guys discuss Cochlear's horrific profit downgrade, Firmus IPO hopes up in smoke (for now), self driving to challenge air travel, battery technology goes large and Uber and Expedia get close.

00:00 - Blackbird's Sunrise Start Up Event
13:40 - Firmus
32:50 - Uber x Expedia
42:55 - Public Transport
44:55 - CATL
53:36 - Self Driving vs. Flying
1:02:46 - Experience Economy
1:12:57 - Cochlea Deep Dive

Thanks for listening!

Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast

]]> 5979 no Ask Us Anything: Trump’s latest assassination attempt + Are classic trades the most reliable career path? Fri, 01 May 2026 19:45:00 -0000 full The Contrarians Happy Saturday! We’re back with another Q&A episode of the show.

This week you asked:

🧱 Are classic trades the most AI proof career path?

🗂️ Taking on more responsibility at work with no extra compensation

🚨 Donald Trump’s recent assassination attempt

Thanks for listening!

Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast

]]> 1468 no Heidi Health, Canva, Mecca’s Rise and Rise, NDIS Flesh Wound, CTM Disaster Gets Worse, Temple & Webster CEO Shock and Copilot Fail Mon, 27 Apr 2026 19:45:00 -0000 full The Contrarians The guys deep dive into Heidi Health, Canva’s Big Dog and Pony Show, is Mecca Australia’s Best Business, Labor tries and fails to curb NDIS largesse, CTM debacle just got a whole lot worse, Temple & Webster changes CEOs and Microsoft’s Co Pilot embarrassment.

Thanks to our sponsor Acquire Intelligence - visit https://acquire.ai/contrarians

]]> 5327 no Ask Us Anything: AI Effecting Entry Level Jobs + The Value of Personal Brands Fri, 24 Apr 2026 19:45:00 -0000 full The Contrarians Happy Saturday! We’re back with another Q&A episode of the show.

This week you asked:

👔 Is AI going to remove entry level jobs?

📸 What is the value of a personal brand?

🏠 Property isn’t productive!

Got a question you want answered? Drop it in the comments!


Thanks to our sponsor Acquire Intelligence - visit https://acquire.ai/contrarians

 

Thanks for listening!

Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast

 

]]> 1390 no Shark Tank Star and VC Steve Baxter, Mythos, Will Quantum Kill Encryption, Pope Double Standards, Data Centres, Glydways and Hermes Mon, 20 Apr 2026 19:30:00 -0000 full The Contrarians Steve Baxter joins the pod to discuss his incredible story and why the best investments are the least popular, Anthropic kind of drops Mythos, Adir’s deep dive into encryption, Pope Leo vs Donald Trump, how investible are data centres, are trains dead and has Hermes jumped the shark?

----

Thanks to our sponsor Acquire Intelligence - visit https://acquire.ai/contrarians

We want to know more about the people who listen to The Contrarians. Please fill out our survey at the link below and let us know what you think about the show:

https://www.surveymonkey.com/r/JD62TB9

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Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast

 

]]> 6327 no Ask Us Anything: Researching when investing in public companies + Was the Prime Minister’s Address Necessary!? Fri, 17 Apr 2026 14:00:00 -0000 full The Contrarians Happy Saturday! We’re back with another Q&A episode of the show.

This week you asked:

👨‍🔬 How much research do you do when investing in a public company?

📢 What justifies a Prime Minister’s public address?

🥺 Leaving friends behind in a workplace

Got a question you want answered? Drop it in the comments!

Thanks to our sponsor Acquire Intelligence - visit https://acquire.ai/contrarians

 

Thanks for listening!

Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast

]]> 1050 no WFH Blow, SpaceX IPO, Droneshield Deckchair Shuffle, GYG Hits Back and CTM Debacle Continues Mon, 13 Apr 2026 14:00:00 -0000 full The Contrarians The guys discuss the bombshell tax ruling on WFH, Elon’s Big IPO, Droneshield Chairman and CEO Gone, GYG confounds its critics and CTM disappoints investors again.

Thanks for listening!

Thanks to our sponsor Acquire Intelligence - visit https://acquire.ai/contrarians

Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast

]]> 5984 no Ask Us Anything: Finding enough time to do it all + Starting a business in 2026 vs 2006 Fri, 10 Apr 2026 14:00:00 -0000 full The Contrarians It's Saturday, so we're back with another Ask Us Anything episode.

Today we're answering:

⌛ How to find time to do everything you want to do

👔 Starting a business in 2026 vs 2006

💿 Should you choose one AI service and stick with it?

Thanks to our sponsor Acquire Intelligence - visit https://acquire.ai/contrarians

]]> 1130 no CostCo, Kathmandu Deep Dive, Albo makes Petrol Crisis Worse, RBA’s Credit Card Surcharge Disgrace, Waymo Love and Victorian Government Gets Something Right Mon, 06 Apr 2026 14:00:00 -0000 full The Contrarians The guys discuss CostCo, deep dive into KMD Brands emergency capital raise, the Australian Governments disastrous fuel excise cut, the RBA loses the plot (again), customer just love Waymo and concerns for Adam as he agrees with a Victorian Government decision

Thanks to our sponsor Acquire Intelligence - visit https://acquire.ai/contrarians

Thanks for listening!

Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast

]]> 4918 no Special Bonus: Carma Deep Dive with special guest, Scott Middleton Fri, 03 Apr 2026 13:00:00 -0000 full The Contrarians Adam and Adir are joined by Terem Capital's Scott Middleton, and they go deep into the fascinating business model of the recently IPOd Carma - has the market got it right?

Thanks to Terem Capital - visit https://terem.capital/contrarians/

Thanks to our sponsor Acquire Intelligence - visit https://acquire.ai/contrarians

Thanks for listening!

Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast

]]> 3026 no Canva’s Profitless Profit, Smiggle Slumps, Catapult Flying, CGT Debacle, the Incredible Benefits of Autonomous Cars, Firmus and Adam Gets Run over by a Golf Buggy Mon, 30 Mar 2026 13:00:00 -0000 full The Contrarians The guys discuss Canva’s recent profit resultsm Smiggle’s slump smashes Premier, Adir updates us on Catapult’s strong performance, Chalmer’s CGT cluelessness, why we need autonomous cars now and Adam’s run in with a golf buggy.

Thanks to our sponsor Acquire Intelligence - visit https://acquire.ai/contrarians

Thanks for listening!

Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast

]]> 4488 no Ask Us Anything: Should fuel price surges mean people work from home? + What does it mean to be Australian? Fri, 27 Mar 2026 13:00:00 -0000 full The Contrarians Happy Saturday! We’re back with another Q&A episode of the show.

This week you asked:

⛽ Should fuel price surges mean people work from home more?

🦘 What does it actually mean to be Australian?

🇦🇺 If Victoria was a company, what would a board do?

Got a question you want answered? Drop it in the comments!

Thanks to our sponsor Acquire Intelligence - visit https://acquire.ai/contrarians

Thanks for listening!

Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast

]]> 1135 no Rich List, Atlassian Crash, Seek Horrors, Operation Epic Fury, Biennial Disgrace, Councils Behaving Badly and Adir’s Great and Terrible Calls Mon, 23 Mar 2026 12:59:00 -0000 full The Contrarians The guys chat Rich List with private jet expert John Stensholt, Atlassian Wealth Drop, Seek Brothers fortunes diverge, Operation Epic Fury and the real oil price story, Sydney Biennial racism disgrace, inept councils and Adir nails one call and fails another.

Thanks to our sponsor Acquire Intelligence - visit https://acquire.ai/contrarians

Thanks for listening!

Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast

]]> 6078 no Ask Us Anything: Are electric trucks the future? + What if the State of Victoria was a company? Fri, 20 Mar 2026 13:00:00 -0000 full The Contrarians This week we’re answering:

🚚 Should Australia switch to electric trucking?

🪙 Is decentralised currency the future?

🇦🇺 If Victoria was a company, what would a board do?

Thanks to our sponsor Acquire Intelligence - visit https://acquire.ai/contrarians

Thanks for listening!

Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast

 

]]> 1520 no Atlassian Sacks Thousands, Koala to IPO, Grace Tame’s Disgrace, Star Directors Get Off, Best AI Platforms and Biggest EV Adopters Mon, 16 Mar 2026 13:00:00 -0000 full The Contrarians The guys discuss Atlassian’s mass termination event, Koala finally goes public, Grace Tame ruins the Australian of the Year Award, Michael Lee’s Star Casino judgement, what are the best LLMs to use and which countries love EVs the most.

Thanks to our sponsor Acquire Intelligence - visit https://acquire.ai/contrarians

Thanks for listening!

Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast

]]> 5275 no Ask Us Anything: The dwindling radio industry + How did the market get GYG so wrong? Fri, 13 Mar 2026 13:00:00 -0000 full The Contrarians It’s Saturday, so a new Ask Us Anything episode is up now.

Thanks to our sponsor Acquire Intelligence - visit https://acquire.ai/contrarians

This week we’re answering:

📻 Are we witnessing the end of radio?

😡 When is being contrarian actually just arrogance

🌮 Did the market get GYG wrong!?

Got a question you want answered? Drop it below and we’ll get to it soon!

 

]]> 1890 no Life360 Deep Dive, Dorsey’s Block Shambles, Kyle & Jackie Implode, OpenAI Raise in Doubt, Grand Prix and World’s Most Valuable Sporting Franchises. Mon, 09 Mar 2026 13:00:00 -0000 full The Contrarians The guys go real deep into ASX darling Life360, Jack Dorsey fires half the block, Australia’s richest DJs break up, OpenAI’s fake raise in the spotlight, Australia’s Grand Prix and who are the world’s richest sporting teams

Thanks to our sponsor Acquire Intelligence - visit https://acquire.ai/contrarians

Thanks for listening!

Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast

 

]]> 5267 no Ask Us Anything: Negative experiences in business deals + Would you rather Human or AI phone agents? Fri, 06 Mar 2026 13:00:00 -0000 full The Contrarians It’s Saturday, so a new Ask Us Anything episode is up now.

This week we’re answering:

❓ Negative experiences with reputable businesses

🧑‍💻 SaaS usage at Luxury Escapes

📞 Would you rather wait on hold to speak to a human or speak to an AI agent?

Thanks to our sponsor Acquire Intelligence - visit https://acquire.ai/contrarians

Thanks for listening!

Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast

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]]> 2042 no Death of a Tyrant, Eucalyptus Riches, Open AI’s Lofty Valuation, Cettire in Tatters, CTM Clinging On and Jacinda Hates NZ Mon, 02 Mar 2026 13:00:00 -0000 full The Contrarians The guys discuss the latest in Iran and the death of a brutal murderer, Eucalyptus Founder Riches, is the OpenAI Capital Raise for Real, Cettire Barrels Towards Death, CTM’s Strange Financials and Jacinda’s Australia Bombshell.

Thanks to our sponsor Acquire Intelligence - visit https://acquire.ai/contrarians

Thanks for listening!

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]]> 6589 no Ask Us Anything: Hiding Failures on LinkedIn? + Milking opportunities where your business succeeds publicly! Fri, 27 Feb 2026 13:00:00 -0000 full The Contrarians It’s Saturday, so get your ears on our new Ask Us Anything episode!

This week you asked:

🧑‍💻 AI being blamed for poor results

🎉 How to milk opportunities where your business has public success.

📉 Hiding Failures from LinkedIn!?

As always, we love answering your questions, so keep them coming! Get in touch now with whatever you’d like answered.

Thanks for listening!

Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast

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]]> 1615 no Eucalyptus Sale Deep Dive, is Waymo an Uber killer, Winnings’ Winnings, Victoria becomes an official Crime State, Adir Visits Lakemba and special guest business publishing legend, Chris Janz Mon, 23 Feb 2026 13:00:00 -0000 full The Contrarians The guys go deep and break the real story behind Eucalyptus’ massive sale to Hims and Hers, Uber’s self driving worries, Winnings sells to Ellerston, Victoria sinks deeper into the mire, Adir’s message to Pauline Hanson and we chat to the saviour of Fairfax’s newspapers and Capital Brief founder, Chris Janz.

Thanks for listening!

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]]> 6438 no Ask Us Anything: Is AI changing productivity expectations in business? + Are whole body MRIs getting more popular + Wes Maas investing in AI Fri, 20 Feb 2026 13:00:00 -0000 full The Contrarians It’s Saturday, so get your ears on our new Ask Us Anything episode!

This week you asked:

🩻 Will whole body MRIs become more popular in the preventative health screening space?

💼 Has AI changed the expectations of productivity in business?

🏗️ Wes Maas sells construction assets to invest in AI

As always, we love answering your questions, so keep them coming! Get in touch now with whatever you’d like answered.

]]> 1820 no Special guest Joe Aston joins, Winter Olympics Sexism, the Rise and Fall of Luke Sayers, Corporate Travel Management and Temple & Webster Crash Mon, 16 Feb 2026 13:00:00 -0000 full The Contrarians The guys are joined by superstar Joe Aston to discuss the rise and fall of Melbourne's Man About Town, Luke Sayers, Corporate Travel Management's inevitable downfall, Temple & Webster smashed on profit numbers, Councils behaving badly and Adam's Quiz returns.

Thanks for listening!

Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast

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]]> 6090 no Ask Us Anything: Finding balanced views in modern journalism + How AI will impact spreadsheets + Meditation as a tool for success Fri, 13 Feb 2026 13:00:00 -0000 full The Contrarians It’s Saturday, so get your ears on our new Ask Us Anything episode!

This week we’re talking:

✏️ How to get balanced views in business and political commentary?

🖥️ How will AI intersect with Excel and Spreadsheets moving forward?

🧘 Is meditation part of Adam & Adir’s day to day lives?

We’re always on the hunt for great new questions, so keep them coming in our DMs or by commenting on the Thread!

]]> 1674 no Saas Crash! AI Collapse. Atlassian Hammered. Xero Obliterated. BTC Decimated. CTM Founder Lives Large. Will Canva Take Down Australian VCs. Mon, 09 Feb 2026 13:00:00 -0000 full The Contrarians The guys discuss a wild week on markets and the SaaS catastrophe. Atlassian's share price destroyed as investors question AI's impact. Xero's horrid year continues to get worse. Bitcoin drops below US$70,000, how has CTM's wealthy colourful founder avoided scrutiny and what is Canva really worth?

 

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]]> 5804 no Ask Us Anything: Are traditional medical clinics still worth it? + Is Substack undermining traditional media? Fri, 06 Feb 2026 13:00:00 -0000 full The Contrarians It’s Saturday, so get your ears on our new Ask Us Anything episode!

This week we’re talking:

💊 Did COVID mark the end of the traditional medical clinic?

💼 Are business brokers worth it for people looking to buy a business?

✍️ Is Substack bringing down traditional media outlets?

We’re always on the hunt for great new questions, so keep them coming in our DMs or by commenting on the Thread!

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]]> 2160 no $16 billion IREN Deep Dive, OnlyFans For Sale, Escalante's Fall, will Moltbook take over the world, Jamie Pherous Cuts and Runs and Aus Open Mon, 02 Feb 2026 13:00:00 -0000 full The Contrarians The guys go deep into the US$16b Iren with special guest, Scott Middleton, OnlyFans sale, Laurence Escalante charged, AI taking over the world, CTM founder quits and the rise and rise of the incredible Aus Open.

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]]> 7732 no Ask Us Anything: Should we change the date of Australia Day? + Mark Carney’s DAVOS Speech + How to effectively manage time? Fri, 30 Jan 2026 13:00:00 -0000 full The Contrarians It’s Saturday, so our Ask Us Anything episode is fresh in your feed and ready to listen to!

This week we’re talking:

🇦🇺 Should we change the date of Australia Day?

🇨🇦 Canadian PM Mark Carney’s DAVOS speech

💪 How do the guys manage their time to stay productive every day?

We’re always on the hunt for great new questions, so keep them coming in our DMs or by commenting on the Thread!

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]]> 1587 no Netflix Dumped, SaaS Meltdown, Koala Deep Dive, Are Private Schools Worth It, Airlines and Goyder’s Parting Disgrace Mon, 26 Jan 2026 14:00:00 -0000 full The Contrarians The guys discuss Netflix’s share price meltdown and Warner Bros buy, argue about whether the SaaS meltdown has been overdone, deep dive into a booming Koala, question whether it’s really worth it to send your kids to increasingly expensive private school and Goyder’s AFL farewell can’t come too soon.

 

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]]> 5445 no Ask Us Anything: How do we prioritise sleep? + Is wearable fitness tech worth it? + Managing a staff member who doesn't gel with your staff Fri, 23 Jan 2026 14:00:00 -0000 full The Contrarians Thanks for listening!

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]]> 1799 no Jellycat Deep Dive, Atlassian Share Price Crash, Kings Counsel Ransom, Writers Festival Monstrosity, SXSW Sydney Dies and Adam’s Passport Bliss Mon, 19 Jan 2026 19:28:53 -0000 full The Contrarians The guys deep dive into the incredibly profitable world of Jellycats, Atlassian’s share price crashes 28% in a month and Adam does (another) victory lap, King’s Counsels score a payrise, Adelaide Writers Festival collapses under the weightr of massive taxpayer funding, Jessy Wu comes on to talk about the death of SXSW Sydney and Adam’s joyful new passport experience. 

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]]> 4929 no Ask Us Anything: Working through Christmas + Should high school students get jobs? Fri, 16 Jan 2026 13:00:00 -0000 full The Contrarians Thanks for listening!

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]]> 1895 no Costco Deepdive, Health Insurance Pricing, Iran on the Edge of Freedom and Albo's Royal Commission Dark Arts Mon, 12 Jan 2026 13:00:00 -0000 full The Contrarians The guys deep dive into the incredible business of Costco, Adir goes deep into health insurance pricing, Iran's freedom protests and Albo backflips on the Royal Commission with a big asterisk.

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]]> 5937 no Ask Us Anything: To Gap Year or Not To Gap Year? + Will We Have AI Movies Soon? Fri, 09 Jan 2026 13:00:00 -0000 full The Contrarians Thanks for listening!

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]]> 2074 no 2026 Predictions and What We Got Badly Wrong (and Right) Last Year Mon, 05 Jan 2026 13:00:00 -0000 full The Contrarians The guys give their predictions for 2026 and review how they went for 2025 no holds barred.

 

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]]> 5115 no Ask Us Anything: Australia's Best & Worst PM? + Worst Ever Travel Experiences Fri, 02 Jan 2026 13:00:00 -0000 full The Contrarians Thanks for listening!

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]]> 2804 no Hot Doc Sale Bonanza, Corporate Travel Management Survives for Now, Albo Kinda cuts Business Class, Why Consumer Businesses Shouldn’t Shut during Christmas and Busiest Airline Routes Mon, 29 Dec 2025 13:00:00 -0000 full The Contrarians The guys discuss the massive $250m HotDoc Sale to Potentia, Corporate Travel Management gets a six month stay of execution, Albanese tights family travel rules, why smart businesses don’t shut during Christmas and what are the world’s busiest airline routes

 

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]]> 5992 no Ask Us Anything: Does Everyone Need a Side Hustle? + The Biggest Story of 2025? Fri, 26 Dec 2025 13:00:00 -0000 full The Contrarians Thanks for listening!

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]]> 1651 no Bondi Massacre Hit Albanese, Taylor Swift’s Riches, ASIC’s Netwealth Fail, PuppyGate, Chemist Warehouse, Shayne Elliott’s $13m Cash Grab and Lululemon Deep Dive Mon, 22 Dec 2025 13:00:00 -0000 full The Contrarians The guys discuss the fallout from the Bondi tragedy and why Labor failed to act on Antisemitism, Taylor Swift’s Eras Richard, ASIC loses the plot with the First Guardian debacle, PuppyGate WFH, Shayne Elliott $13.5m ANZ lawsuit and is Lululemon done?

 

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]]> 7198 no Ask Us Anything: Silvagni Case and Suppression Orders + Arnott's $45M Debt Facility Fri, 19 Dec 2025 13:00:00 -0000 full The Contrarians Thanks for listening!

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]]> 2027 no The Age of Entitlement in Full Swing, Corporate Travel Deep Dive, Most Valuable Brands, Law Firm Break Up, Maggie Beer, Interest Rates to the Moon and Waymo Flies Mon, 15 Dec 2025 13:00:00 -0000 full The Contrarians Adam and Adir discuss politicians feasting on taxpayer largesse, deep dive into the CTM mess – will it survive, Adam quizzes Adir on the most valuable global brands, Mallesons comes home, RBA concedes defeat with interest rates and the rise and rise of Waymo.

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]]> 6652 no First thoughts of the terror attack at Bondi Beach Mon, 15 Dec 2025 03:54:28 -0000 full The Contrarians The morning after terrorists changed Australia, Adam and Adir have a sombre discussion on how the Jewish community is feeling about the antisemitic terror attack, and what this means for Australia as a nation.

]]> 1556 no Ask Us Anything: The growth of women's sports + Is Melbourne's Metro Tunnel POINTLESS? Fri, 12 Dec 2025 13:00:00 -0000 full The Contrarians Thanks for listening!

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]]> 1405 no Is OpenAI a Goner? Don’t Miss Adir’s AI Deep Dive, Netflix goes Pacman, Bending Spoons goes Old Skool, Social Media Ban, Amex Kills Points and Pollies Behaving Badly Mon, 08 Dec 2025 13:00:00 -0000 full The Contrarians Adir gives an incredible deep dive into the business of AI and will OpenAI survive? Netflix bids for Warner and bets the company, Bending Spoons hits $11b, Australia about to kick of world kids first social media ban, Amex devalued points (again) and Annika Wells business class debacle.

 

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]]> 6952 no Ask Us Anything: Buying through Ali Express? + Should AirBnB be banned? Fri, 05 Dec 2025 13:00:00 -0000 full The Contrarians  Thanks for listening!

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]]> 1603 no Temple & Webster Deep Dive Special Episode Wed, 03 Dec 2025 13:00:00 -0000 full The Contrarians Temple & Webster's share is finally starting to crash back down to earth, with the company's AGM shocking investors with an 18% revenue growth, down from 23%. Adam, Adir and guest Scott from Terem Capital break down the insane drop of Temple's shares in this special bonus episode.

]]> 3940 no Droneshield Drill Down, Corporate Travel Management Implodes, BOM Laughing Stock, Compaq, Mike's Jet and the Richest New Zealanders Mon, 01 Dec 2025 13:00:00 -0000 full The Contrarians The guys go deep into the debacle at Droneshield, Corporate Travel Management's refund disaster and will it survive, BOM spends a fortune of taxpayer dollars on dud app, Compaq's fascinating backstory and who is the richest person in NZ.

 

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]]> 4985 no Ask Us Anything: Is This the End of Country Road? + Flight Centre's New Loyalty Program Fri, 28 Nov 2025 13:00:00 -0000 full The Contrarians Thanks for listening!

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]]> 1915 no Nvidia Worries, Xero Disappoints Again, Droneshield Nightmare Gets Worse, Tesla, Defund the ABC and Adir's Awesome Quiz Mon, 24 Nov 2025 13:00:00 -0000 full The Contrarians The guys chat about the Nvidia worries which could sink the market, Xero's latest announcement disappoints investors again, Droneshield rings the bell, Adam's Tesla fail, ABC Bias Problems and Adir unleashes an epic quiz.

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]]> 5934 no Ask Us Anything: The TRUTH of Victoria's Crime Wave!? + Should Australia Go Nuclear? Fri, 21 Nov 2025 13:00:00 -0000 full The Contrarians Thanks for listening!

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]]> 1592 no Drone Shield Cut and Run, Menulog Dies, the World’s Greatest Insider Trader, Open AI, Woke Judges and Airport Security Fail Mon, 17 Nov 2025 13:00:00 -0000 full The Contrarians The guys deep dive into Droneshield’s great sell down, the untimely death of Menulog, is Nancy Pelosi the world’s greatest insider trader, is OpenAI a corporate scam, Victoria’s woke judges and Adam’s airport security fail.

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]]> 6162 no Ask Us Anything: How much money is too much? + Boomers with Wealth + Seaweed Start Up Fri, 14 Nov 2025 13:00:00 -0000 full The Contrarians Thanks for listening!

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]]> 1680 no RBA Blows It (Again), Pet Circle Horror Show, Navan IPO Deep Dive, Richo Gone, Mamdani Takes NYC, Luxury Escapes’ Goes to the Beach and Adir turns Quizmaster Mon, 10 Nov 2025 13:00:00 -0000 full The Contrarians The guys discuss Australia’s inflation disaster and the RBA getting it wrong again, Pet Circle calamity continues, Navan goes public and Adam is a big fan, Graham Richardson dies, economic illetaral socialuist Zohran Mandani becomes mayor of the heart of capitalism and Luxury Escapes opens its second retail store.

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]]> 6419 no Ask Us Anything: Is the Welcome to Country Overdone? + Should businesses be more responsible with data + Fri, 07 Nov 2025 13:00:00 -0000 full The Contrarians Thanks for listening!

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]]> 1517 no ASX 20 Bubble, Jumbo Deep Dive, Fyxer, Halloween and Jordy from Great Wrap Mon, 03 Nov 2025 13:00:00 -0000 full The Contrarians The guys discuss the growing bubble in ASX20 stocks, deep dive into Jumbo Interactive, Adir Reviews Fyxer AI, why Halloween is the best day and chat to Jordy Kaye founder of Great Wrap.

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]]> 6525 no Ask Us Anything: Should SPP's be COMPULSARY? + Big Companies Paying NO Income Tax + Australia's Dying Music Festival Scene. Fri, 31 Oct 2025 13:00:00 -0000 full The Contrarians Thanks for listening!

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]]> 1480 no Journos WFH Fail, Catapult Goes Large, Atlassian’s Horrendous Buy, Biggest Rocketships, Delta’s Upmarket Win and Adir’s Celebrity Encounter Mon, 27 Oct 2025 13:00:00 -0000 full The Contrarians The Westpac WFH decision and why the entire business media buried the lede, the inside scoop on Catapult’s latest successful capital raise, Atlassian horror run of M&A continues, the world’s biggest rocket businesses, Delta targets the rich and wins and Adir’s latest brush with fame.

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]]> 6691 no Ask Us Anything: How Does Adir READ SO MUCH? + Performance Marketing with Fixed Costs? Fri, 24 Oct 2025 13:00:00 -0000 full The Contrarians Thanks for listening!

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]]> 2279 no ChatGPT Jumps the Shark, VC Troubles, Xero Pay Fight, Nike Stores Gone, NRMA Uncovered and Waymo Expands Mon, 20 Oct 2025 13:00:00 -0000 full The Contrarians The guys chat about peak ChatGPT and their bizarre p*rn fetish, Australian venture capital hits turbulence, Xero’s highly paid CEO, Nike store franchise owner collapses, Adir investigates the wonderful world of NRMA and Waymo expands its empire globally.

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]]> 6684 no Ask Us Anything: US H1B VISA Fee in the Tech Industry + Should I Get a Mentor? Fri, 17 Oct 2025 13:00:00 -0000 full The Contrarians Thanks for listening!

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]]> 2036 no AI Boom Keeps Booming, Deep Dive into Australia’s Secret $6b Business, Pokémon Cards, Board Games and Founders Behaving Badly Mon, 13 Oct 2025 13:00:00 -0000 full The Contrarians The guys discuss the incredible AI Boom and growing risks, deep dive into Coden Technology – Australia’s lowest profile tech giant, the hidden world of Pokémon card, the big business of indy board games and founders behaving badly.

 

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]]> 6255 no Ask Us Anything: Should Women Pay LESS Tax!? + Albanese's 5% Home Deposit Scheme Fri, 10 Oct 2025 13:00:00 -0000 full The Contrarians Thanks for listening!

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]]> 1989 no Atlassian Buys Again, EA Games Breaks LBO Record, SCA Seven Governance Mess, Australia's Most Famous Family, Cameo and Catapult Hits the Big Time Mon, 06 Oct 2025 13:00:00 -0000 full The Contrarians Atlassian does another acquisition, EA Sports goes private in the largest leveraged buy out ever, SCA Buys Seven and skips shareholder approval, who is Australia's most famous business family, the economics of Cameo and Adir Shiffman's Catapult in the ASX200.

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]]> 5658 no Ask Us Anything: Elon Musk the World's Richest Person? + Can we build stuff quicker in Australia? Fri, 03 Oct 2025 14:00:00 -0000 full The Contrarians Thanks for listening!

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]]> 1252 no OpenAI a $500b Ponzi? Canva Breaks Hearts, Latrobe Crunched by ASIC, Stubhub IPO, Adir’s Worst Airline and is Australia the Red Tape Capital of the World? Mon, 29 Sep 2025 14:00:00 -0000 full The Contrarians The guys discuss Nvidia’s $100b OpenAI ‘Investment’, Canva’s Profitability Conundrum, ASIC hammers Latrobe and signals trouble for private credit, the guys argue about the Stubhub IPO, Adir’s Airline troubles and has Australia become the red tape mecca of the world.

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]]> 5731 no Ask Us Anything: Did Disney Get Jimmy Kimmel Right? + Optus' Outage Issues + Executive Disfunction Fri, 26 Sep 2025 14:00:00 -0000 full The Contrarians Thanks for listening!

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]]> 1654 no ROKT Soars, Healthengine, Reebok, Vending Machines go Hi Tech, Haigh’s Branding Genius and Mike’s Travel Report Mon, 22 Sep 2025 14:00:00 -0000 full The Contrarians The guys discuss ROKT’s soaring valuation and dual listing, med tech, Flying Turtle enters Australia, Reebok founder’s sad tale, the incredible story of Haigh’s Cholates and Mike’s travel diary.

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]]> 5512 no Ask Us Anything: Should people go to uni? + Adir's FAVOURITE PC Games Ever Fri, 19 Sep 2025 14:00:00 -0000 full The Contrarians Thanks for listening!

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]]> 1907 no Oracle Flies and Ellison the World’s Richest Person (Briefly), Amex Devalues, Adir’s BOOKING.fail, ANZ’s Cashback Retreat and Adam’s Bike Stolen Mon, 15 Sep 2025 14:00:00 -0000 full The Contrarians The guys discuss Oracle’s Ascent and Larry Ellison briefly overtaking Elon, Amex crushes frequent flier junkies (again), Adir’s torrid Booking.com experience, ANZ shuts up shop at Cashrewards and Adam a victim of crime.

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]]> 5331 no Ask Us Anything: The Next Aussie Unicorn, Mac vs. PC + The GREATEST Movie Soundtracks EVER Fri, 12 Sep 2025 14:00:00 -0000 full The Contrarians Please send questions in to https://www.thecontrarianspod.com/

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]]> 1647 no Woolworths v Coles, Cettire Nears the Precipice, Australia’s Secret Unicorn Founder, Neurodivergent Founders and Dan’s Brush with Dictators Mon, 08 Sep 2025 14:00:00 -0000 full The Contrarians The guys discuss Woolworth’s Big W struggles, Cettire’s horror earnings announcement, the benefits of neurodiversity, Dan Andrews’ China vacation and chat to Dave Hyman founder of Lendi, Australia’s low profile unicorn.

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]]> 6451 no Ask Us Anything: ACCC's New Merger Mandatory Notification Thresholds, The Most Insightful Things We've Read + Our Social Media Thoughts Fri, 05 Sep 2025 14:00:00 -0000 full The Contrarians Submit any questions you'd like the guys to answer at https://www.thecontrarianspod.com/

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]]> 1770 no CSL and Reece Blame WFH for Woes, Site Minder Deep Dive, Qantas Roars, Nvidia Delivers (for now), Blackbird, Sydney v Melbourne and KPop Demon Hunters Mon, 01 Sep 2025 14:00:00 -0000 full The Contrarians The guys destroy CSL and Reece’s WFH Excuse, Adir breaks down Site Minder’s huge surge, Qantas delivers a record result, Nvidia hits new highs but are grey skies looming, Blackbird’s Class of 2015, Sydney Outshines Dan Andrews’ Hellhole and KPop Rules.

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]]> 6337 no Ask Us Anything: When did the guys take a risk that DIDN'T pay off? + A 20th Team for the AFL!? Fri, 29 Aug 2025 14:00:00 -0000 full The Contrarians Thanks for listening!

Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast

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Microequities: https://microequities.com.au/contrarians/

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]]> 1958 no CSL Breaks Up, Canva Deep Dive, Xero Gets Whacked, Step One’s Struggles, RBA Fails Again and the World’s Largest Companies Mon, 25 Aug 2025 14:00:00 -0000 full The Contrarians The guys chat about CSL’s vaccine spin off and its share price disaster, just how good is Canva, Xero CEO’s lavish pay packet gets slammed by shareholders, Step One struggles to make a buck, RBA again fails basic understanding of how money works and Adam quizzes Adir on the world’s most valuable companies.

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Microequities: https://microequities.com.au/contrarians/

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]]> 5462 no Ask Us Anything: Four Day Work Week? + Do Founder Political Profiles Effect Business Value? Fri, 22 Aug 2025 14:00:00 -0000 full The Contrarians Thanks for listening!

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Microequities: https://microequities.com.au/contrarians/

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]]> 2059 no Temple & Webster Breakdown, Overpaid Lawyers, the business of Sushi, Surcharge Debacle Worsens, World’s Worst Health System and Melbourne Hellhole Mon, 18 Aug 2025 14:00:00 -0000 full The Contrarians The guys go real deep in Temple & Webster’s full year numbers, when did lawyers become so overpaid, the Sushi wars, why the NHS became the world’s worst health system and Victoria becomes a failed state.

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Microequities: https://microequities.com.au/contrarians/

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]]> 5927 no Ask Us Anything: Is AI Another Bubble + Managing Sleep + Starting a Software Company Without Technical Knowledge Fri, 15 Aug 2025 14:01:00 -0000 full The Contrarians Thanks for listening!

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Microequities: https://microequities.com.au/contrarians/

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]]> 1914 no Atlassian Gets Smashed, Behind the Scenes at the Catapult AGM, Public Servants Flying Business Class, Why Price Fixing Never Works, Lorikeet Raises and Droneshield Mon, 11 Aug 2025 14:01:00 -0000 full The Contrarians The guys discuss Atlassian’s latest loss and share price decline, Adir explains what it’s like to hold an AGM, why public servants should (or shouldn’t) be flying at the pointy end of planes, the case against fixing prices and Aussie AI start-up Lorikeet’s big raise

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Microequities: https://microequities.com.au/contrarians/

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]]> 5720 no Ask Us Anything: Anti-Semitism in Business + How to Get Financially Literate + When To Set Up a Board Fri, 08 Aug 2025 14:01:00 -0000 full The Contrarians 00:00 - Anti-Semitism in the workplace
12:30 - Financial Literacy
18:30 - When to set up a board.

Sponsors:

Microequities: https://microequities.com.au/contrarians/

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]]> 1505 no Victoria Goes Full Stalin, Tesla Pivots, Figma’s Epic IPO, Google Deep Dive, Step One Hammered and Carsales’ Well Earned Victory Lap Mon, 04 Aug 2025 14:00:00 -0000 full The Contrarians The guys discuss Victoria’s bizarre work from home edict, Tesla expands to food service, Figma’s IPO goes off, Google’s death greatly exaggerated as search comes back, Step One’s profit crunch and Carsales CEO retires a legend.

Today's Sponsors:

Vanta: ⁠www.vanta.com/contrarians⁠

Netwealth: ⁠www.netwealth.com.au⁠/contrarians

Microequities: https://microequities.com.au/contrarians/

 

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]]> 5551 no Ask Us Anything: Growing Without External Capital + Advice for People Changing Industry Fri, 01 Aug 2025 14:01:00 -0000 full The Contrarians 00:00 - Growing a business without external capital

10:33 - Advice for changing industries.

18:26 - Dropshipping businesses

Thanks to:

  • MicroEquities - visit https://microequities.com.au/contrarians/

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]]> 1844 no Employment Hero v Seek Cage Fight, Atlassian Burn Book, Southwest, Reg Grundy's Legacy, Why Free Samples are a Genius Move and How are Coin Laundries Still a Thing? Mon, 28 Jul 2025 14:01:00 -0000 full The Contrarians The guys discuss the almighty fight between Employment Hero and former friend, Seek, Atlassian Co-Founders go to War, Southwest Cleans Up, Adir reviews Reg Grundy's autobiography, Adam's advice to businesses on samples and the greatly exaggerated death of coin laundries.

 

Today's Sponsors:

Vanta: ⁠www.vanta.com/contrarians⁠

Netwealth: ⁠www.netwealth.com.au⁠/contrarians

Aussie Broadband

]]> 5949 no Ask Us Anything: Managing a Personal Equities Portfolio + Price Inflation in Insurance Fri, 25 Jul 2025 14:05:00 -0000 full The Contrarians Thanks for listening!

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]]> 1979 no Guzman Deep Dive, Reserve Bank Smashes Small Business (again), Australian Shareholders Get Shafted, Best Selling Authors and UberEats Fails Again Mon, 21 Jul 2025 14:01:00 -0000 full The Contrarians The guys go deep into Mexican fave Guzman y Gomez, the RBA credit card fee ban hit small business hard, why imputation credits aren't as shareholder friendly as they appear, Adir's Book review and the best selling authors and Adam's latest Uber Eats pain

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Vanta: ⁠www.vanta.com/contrarians⁠

Netwealth: ⁠www.netwealth.com.au⁠/contrarians

Aussie Broadband

 

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]]> 6183 no Ask Us Anything: Customer Acquisition Costs + Lab Grown vs. Mined Diamonds?? Fri, 18 Jul 2025 14:00:00 -0000 full The Contrarians 00:00 - Customer Acquisition costs

21:00 - Lab grown diamonds

26:40 - Staff Profit Share options

 

Hear the guys chat more about lab grown diamonds:

https://podcasts.apple.com/de/podcast/blueys-billions-teslas-tough-times-atlassian-gets-profitable/id1703720734?i=1000653963077

 

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]]> 2259 no RBA Gets it Right (finally), Bumble Trouble, ASX Dual Class Voting Cage Match, Hermes Record, Are Limebikes Too Popular, World’s Biggest Companies, BA Shocker and Adir’s Rules of Capitalism Mon, 14 Jul 2025 18:09:05 -0000 full The Contrarians The guys discuss how the RBA finally got it right with interest rates, Bumble confirms online dating shark jump, the guys pick a side on the ASX dual voting fight, Birken breaks record, Adam’s Limebike issues in London, Adir dives deep into index dominating businesses, Adam’s horrific British Airways experience and Adir gives his Golden Rules on Capitalism.

Today's Sponsors:

Netwealth: ⁠www.netwealth.com.au⁠/contrarians

Vanta: ⁠www.vanta.com/contrarians⁠

Hear the guys talk about Bumble in these episodes:

https://open.spotify.com/episode/0nk3xiXeZ1iBO2Gl9VemU8?utm

https://www.thecontrarianspod.com/wesfarmers-catch-of-the-day-disaster-netflix-brilliant-strategy-bumbles-troubles-and-rokt-triumph/

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]]> 5616 no Ask Us Anything: Equity Mates x Betashares Acquistion + Child Care Issues in Victoria Fri, 11 Jul 2025 18:00:00 -0000 full The Contrarians 00:00 - Equity Mates x Betashares Acquisition

11:20 - Problems in Child Care

28:32 - When to broaden your horizons outside of your business.

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]]> 2448 no Droneshield Flies, Di Pilla Crashes, Dominos Debacle, WFH, Tether’s Money Machine and Adir’s LinkedIn Pet Hate Mon, 07 Jul 2025 18:00:00 -0000 full The Contrarians Droneshield flies and proves Adam wrong, David Di Pilla’s golden runs comes to an abrupt end, Jack Cowin comes to rescue Domino’s, Adam’s WFH article, the strange Tether money making machine and Adir’s pet hate on LinkedIn.

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Netwealth: ⁠www.netwealth.com.au⁠/contrarians

Telstra: ⁠www.telstra.com.au/tbtc⁠ 

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]]> 6792 no Ask Us Anything: Would the guys go on Shark Tank? + Is Kogan a Lottery Business Now!? Fri, 04 Jul 2025 20:22:46 -0000 full The Contrarians 00:00 - Would the guys go on Shark Tank?
11:30 - JB vs Harvey Norman
15.48 - Kogan's New Direction?

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Mighty: ⁠www.mightypartners.com.au/contrarians⁠ 

 

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]]> 1741 no Xero Bets the Business, Woolworths MyDeal Disaster, Moral Hazard on Planes, EV Road Test and Woodfrog Mon, 30 Jun 2025 20:10:21 -0000 full The Contrarians The guys question Xero’s massive $4b bet on Melio, Woolworth’s blows $500m on its MyDeal disaster, how do you reduce moral hazard on planes, Adir test drives an EV and chats the growth of Woodfrog.

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Netwealth: ⁠www.netwealth.com.au⁠/contrarians

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]]> 6492 no Ask Us Anything: Rich People Problems + The Milgram Experiment + LinkedIn Fri, 27 Jun 2025 14:00:00 -0000 full The Contrarians 00:00 - What problems do rich people face?

08:15 - The Milgram Experiment in business

17:58 - How much do we use LinkedIn?

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Mighty: ⁠www.mightypartners.com.au/contrarians⁠ 

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]]> 1816 no World’s Best Bahn Mi, Adir Sleeps with Obama, Door Dash’s Curious Acquisition, Catapult ‘s Smart Buy, Amazon Prime Ads a Turn Off, Adairs Deep Dive and Adir’s Injury Mon, 23 Jun 2025 14:00:00 -0000 full The Contrarians The guys discuss the world’s best Bahn Mi and can restaurants have process power, Adir’s Five Star Encounter, Door Dash gets smart, analysing Catapult’s recent acquisition, Adir’s anger at Amazon Prime’s ads, Adair’s deep dive and Adir’s sporting injury cripples the man of steel.


Todays' Sponsors:

Netwealth: ⁠www.netwealth.com.au⁠/contrarians

Vanta: ⁠www.vanta.com/contrarians⁠


00:00 - Intro: Adir's Injured

09:30 - Adir's Quiz: Highest Annual Revenue Per Employee

24:00 - Best Banh Mi?

32:39 - Adam's Quiz: Most Searches per Platform per Day

37:34 - Vow Meat

43:06 - Door Dash

48:35 - Prime Video Woes

57.32 - Catapult's Acquisition

1:19:03 - Adair's Trading Update


Adir's Movie Recommendation:

The Man Who Definitely Didn't Steal Hollywood (Directed by John Dower)


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]]> 6051 no Ask Us Anything: Are Young People Just BAD with Money + How We'd Revolutionise Schooling Fri, 20 Jun 2025 13:59:00 -0000 full The Contrarians 00:00 - Are young people bad with money?

10:28 - How would we revolutionise the education system?

24:57 - What's your most contrarian view?


Today's Sponsors:

Mighty: ⁠www.mightypartners.com.au/contrarians⁠


]]> 1800 no Virgin IPO, Immutable Questions, YouTube Goes Too Premium, Adir's US Adventures, Israel's Masterstroke and Adam's Cettire Victory Lap Mon, 16 Jun 2025 15:17:08 -0000 full The Contrarians The guys discuss the winners from the Virgin IPO, questions being raised about crytop Unicorn Immutable, YouTube gets too rich for Adir, Israel's intelligence win in Iran and Cettire's Collapse.


This week's sponsors:

Netwealth: ⁠www.netwealth.com.au⁠/contrarians

Vanta: ⁠www.vanta.com/contrarians⁠

Telstra: ⁠www.telstra.com.au/tbtc⁠


00:00 - Intro

3:55 - Investing in Defence?

11:50 - Chick-Fil-A

18:30 - Adam's Great Glasses Experience

21:30 - YouTube Premium Price Hike

30:50 - Another Apple Blunder?

40:10 - Concert Etiquette

44:50 - Virgin IPO

1:11:50 - Cettire


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]]> 5352 no Ask Us Anything: Business & politics + What have we changed our minds on? Fri, 13 Jun 2025 14:01:00 -0000 full The Contrarians Today's Sponsors:

Safety Nest: ⁠www.safetynest.com.au⁠

Affix: ⁠www.affix.com.au/contrarians⁠

Mighty: ⁠www.mightypartners.com.au/contrarians⁠

]]> 1825 no David Jones and Qantas Hook Up, Koala Pulls IPO, Mecca, JB Hi Fi’s Golden Run, Get Swift’s Tale of Destruction, Apple’s Woes and Mike’s Switch 2 Review Mon, 09 Jun 2025 18:00:00 -0000 full The Contrarians The guys chat abouts David Jones’ partnership with loyalty giant, Qantas, Koala withdraws its IPO, Mecca’s belated 2023 results disappoint boys, JB Hi Fi’s incredible legacy of success, Get Swift Founder goes Viral, Apple’s continuing trouble’s and Mike’s hot off the press review of Nintendo’s Switch 2.


Today's Sponsors:

Netwealth: ⁠www.netwealth.com.au⁠

Telstra: ⁠www.telstra.com.au/tbtc⁠

Vanta: ⁠www.vanta.com/contrarians⁠


00:00 - Adir's in Tel Aviv again.

06:04 - Adam's Apple Woes

18:30 - Mike's Switch 2 Review

24:30 - Property Prices High Again

25:30 - Country Road

28:06 - Get Swift

33:54 - Koala

35:20 - David Jones & Qantas

41:50 - Brett Blundy and Leays

46:10 - Mecca 2023 Financials

1:00:48 - JB Hi-FI


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]]> 5560 no Ask Us Anything: What really happens in the Qantas lounge + Angel Investing Tips + Where to stash your emergency $1M! Fri, 06 Jun 2025 18:01:00 -0000 full The Contrarians 00:00 - How to set valuation when Angel Investing?

14:35 - What really happens in the Qantas lounge?

22:00 - Where are you stashing your emergency $1M?


Today's Sponsors:

Safety Nest: ⁠www.safetynest.com.au⁠

Mighty: ⁠www.mightypartners.com.au/contrarians⁠

Affix: ⁠www.affix.com.au/contrarians⁠


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]]> 1681 no Labubu Mania, Webjet Takeover, Rich List Deep Dive, Eucalyptus Face Off, Waymo and Warby Parker Mon, 02 Jun 2025 18:00:00 -0000 full The Contrarians The guys chat about the great Labubu craze, go head to head on whether Eucalyptus is a valuable business, discuss the Webjet takeover, deep dive into Australia’s richest people and chat about Google’s surprise investment in Warby Parker.


This week's Sponsors:

Netwealth: ⁠www.netwealth.com.au⁠

Telstra: ⁠www.telstra.com.au/tbtc⁠

Vanta: www.vanta.com/contrarians


00:00 - Intro

7:25 - Adam's Quiz: AFR's Rich List

35:42 - Labubu Craze

45:20 - Eucalyptus

1:05:02 - ATO News

1:18:40 - Warby Parker & Google


]]> 5707 no Ask Us Anything: How does ambition change over time? + Contrarian takes on AI Fri, 30 May 2025 14:01:00 -0000 full The Contrarians 00:00 - How does ambition change over time?

12:00 - The guy's contrarian takes on AI

20:22 - St. Kilda FC's board


Today's sponsors:

Safetynest: www.safetynest.com.au

Mighty: ⁠www.mightypartners.com.au/contrarians⁠

Affix: ⁠www.affix.com.au/contrarians⁠


Thanks for listening!


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]]> 1683 no Joe Aston joins Live to talk Qantas, the L1-Platinum Takeover and James Hardie, Catapult Rockets, Interest Rates, the Power of Great Customer Service and Adir’s McDonald’s Incident Mon, 26 May 2025 18:00:00 -0000 full The Contrarians The guys are joined by Joe Aston to chat about Qantas, L1, James Hardie, and the growth of Rampart, Catapult’s incredible run continues while Adam encourages Adir to start looking for private jets, the RBA’s foolish decision to prematurely slash interest rates, why great customer service is so important and Adir’s McDonald’s mishap.


00:00 - Episode 100

02:25 - Catapult

12:15 - Adir's Question

20:23 - Great Customer Service

28.45 - Adir at McDonalds

32:45 - Interest Rates

42:50 - Joe Aston in Studio with Adam & Adir


This Week's Sponsor:

Netwealth: ⁠www.netwealth.com.au⁠

Vanta: ⁠www.vanta.com/contrarians⁠


Thanks for listening!


Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast


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]]> 6674 no Ask Us Anything: The most important data points for business + Can AI be a financial planner!? Fri, 23 May 2025 14:00:00 -0000 full The Contrarians 00:00 - Medicinal cannabis + MDMA

04:55 - Can AI be a financial planner?

13:32 - Most important company data points


Today's Sponsors:

Mighty: ⁠www.mightypartners.com.au/contrarians⁠

Affix: ⁠www.affix.com.au/contrarians⁠

]]> 1576 no World’s Biggest Travel Businesses, DoorDash Goes Large, HotDoc’s Missing Dance Partner and the guys speak to EatClub Founder Pan Koutlakis Mon, 19 May 2025 14:01:00 -0000 full The Contrarians The guys discuss the world’s most profitable travel businesses, DoorDash’s big week as it buys Deliveroo and Seven Rooms, HotDoc’s ambitious IPO plans and the guys speak exclusively to EatClub Founder Pan Koutlakis after his $18.7m raise


00:00 - Intro

15:40 - Grand Prix Headline

22:50 - Ubisoft, Massive and Gaming

34:34 - Most profitable travel businesses

40:00 - Customer service at LE

1:01:00 - Pan from EatClub

1:23:35 - HotDoc


Adir's Books:

The Dream Architects by David Polfeldt


This week's sponsors:

Netwealth: ⁠www.netwealth.com.au⁠

Telstra: ⁠www.telstra.com.au/tbtc⁠

Vanta: ⁠www.vanta.com/contrarians⁠

]]> 6021 no Ask Us Anything: Managing Work Travel with Family Commitments + Adam's Property Solution Fri, 16 May 2025 14:01:00 -0000 full The Contrarians 00:00 - Manage work travel

09:30 - Property tax vs. Income tax

16:19 - DigiCo IPO discussion


Today's Sponsors:

Affix: ⁠www.affix.com.au/contrarians⁠

Mighty: ⁠www.mightypartners.com.au/contrarians⁠

]]> 1514 no Mecca’s Loyalty Win, Tony’s Chocolonely, Waymo, Pet Circle Struggles, Netflix and Would You Have Dinner with Warren Buffett? Mon, 12 May 2025 14:01:00 -0000 full The Contrarians The guys discuss the rise and rise of Mecca, the incredible story of Teun van de Keuken and Tony’s Chocolonely, will Waymo win self driving, Pet Circle’s horror losses continue to mount, how Netflix brought back the doco and the guys argue about just how great Warren Buffett is.


00:00 - Mecca, Mother's Day and Loyalty Programs

21:50 - AI Chat

36:11 - Tony's Chocolonely

45:00 - Netflix and the Growth of Docos

47:17 - Pet Circle

58:40 - Warren Buffet's Retirement



Netwealth: www.netwealth.com.au

Telstra: www.telstra.com.au/tbtc

Vanta: www.vanta.com/contrarians

]]> 5398 no Ask Us Anything: How to manage your time + Is DEI actually helpful for business? Fri, 09 May 2025 14:00:00 -0000 full The Contrarians 00:00 - How Adam & Adir manage their time

10:46 - DEI in business

21:02 - What industry would you focus on today?


Thanks to our sponsors:

Safety Nest: ⁠www.safetynest.com.au⁠

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Thanks for listening!


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]]> 2048 no Apple’s Disaster, Atlassian Crashes, Tesla’s Struggles, Election Breakdown and Adir’s New Voting Idea Mon, 05 May 2025 17:03:36 -0000 full The Contrarians The guys discuss the unfolding disasters at Apple, Atlassian’s share price crash as it gives away AI, Tesla gets squeezed and dive into the Liberal’s election calamity and Adir’s brand new much improved voting system


00:00 - Intro

07:30 - Australian Election Breakdown

49:00 - Adir's LinkedIn Survey Update

53:50 - Nintendo Update

55:15 - Brambles

57:15 - Warren Buffet

1:08:35 - Apple's Woes

1:16:57 - Atlassian

1:31:02 - Storage Industries


This week's sponsors:

Netwealth: ⁠www.netwealth.com.au⁠

Telstra: ⁠www.telstra.com.au/tbtc⁠

Vanta: ⁠www.vanta.com/contrarians⁠


Thanks for listening!


Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast


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]]> 6170 no Ask Us Anything: Adam & Adir's political party!? + Starting a board career Fri, 02 May 2025 14:01:00 -0000 full The Contrarians 00:00 - Starting a board career

12:05 - Adam & Adir's personal business stories

22:10 - Policies from Adam & Adir's pretend political party


This week's sponsors:

Safety Nest: ⁠⁠www.safetynest.com.au⁠⁠

DMG: ⁠⁠www.digitalmindsgroup.com.au⁠⁠

Affix: ⁠⁠www.affix.com.au/contrarians⁠⁠

Mighty Partners: ⁠www.mightypartners.com.au/contrarians


Thanks for listening!


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]]> 2015 no Why it’s not Always Smart to Buy the Dip, James Hardie Disgrace, the Business of Coachella, is Empathy Important, the YoChi Miracle, Adore Beauty Struggles and Victoria’s Soviet Style Campsites Mon, 28 Apr 2025 14:00:00 -0000 full The Contrarians The guys discuss why buying the dip isn’t always the best investment strategy, how the ASX blundered the James Hardie merger, the economics of the world’s largest music festival, is empathy the most important characteristic that investors should look for, the rise and rise of frozen yoghurt giant YoChi, Adore’s retail stores struggle against the might of Mecca and Victoria’s latest policy embarrassment.


00:00 - Intro

13:00 - Free Campsites in Vic?

17:00 - Adam's Printer Nightmare

27.25 - Adore Beauty

32:25 - Would you pay extra to fly without kids?

35:07 - Airport Parking

39:20 - Yo-Chi

46:08 - Anzac Day Trading

57:37 - Lego Stores in Australia

59:45 - Should you buy the dip?

1:20:25 - James Hardie

1:28:55 - Coachella + BNPL

1:37:59 - Founder Empathy


This week's sponsors:

Netwealth: ⁠www.netwealth.com.au⁠

Telstra: ⁠www.telstra.com.au/tbtc⁠

Vanta: ⁠www.vanta.com/contrarians⁠


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]]> 6635 no Ask Us Anything: What if the ATO & IRS accepted crypto? + How to take a start up to the next level? Fri, 25 Apr 2025 14:00:00 -0000 full The Contrarians 00:00 - Intro

03:11 - ATO & IRS accepting crypto

13:11 - How to grow a start up to the next level

18:50 - What is something business related the guys have changed their minds about?


Safety Nest: ⁠www.safetynest.com.au⁠

Mighty: www.mightypartners.com.au/contrarians

Affix: ⁠www.affix.com.au/contrarians⁠

DMG: ⁠www.digitalmindsgroup.com.au⁠

]]> 1576 no Why Interest Rates should Stay High, the Power of Loyalty Programs, Club Med’s Comeback, Cettire Victory Lap, LVMH’s Struggles and Adir’s Boycott Mon, 21 Apr 2025 18:00:00 -0000 full The Contrarians The guys discuss why interest rates shouldn’t get cut, AMPs new mega Qantas points bank account, how Club Med reinvented itself, Adam claims victory over powerful investors as Cettire’s share price collapses, LVMH reign comes to an end and Adir’s bookstore heartbreak.


00:00 - Intro + LVMH

15:17 - Instagram Ads

20:50 - Bookstore Experiences

25:36 - Curb Your Enthusiasm Story

28:40 - Vaccines

32:36 - Temple & Webster

39:10 - Cettire

46:00 - Club Med & The Eighth Power

53:38 - LinkedIn Censorship?

57:34 - Skip the Line

1:05:25 - Qantas Points

1:21:10 - LE’s New Loyalty Program

1:28:00 - Interest Rates


This week's sponsors:

Netwealth: ⁠www.netwealth.com.au⁠

Telstra: ⁠www.telstra.com.au/tbtc⁠

Vanta: ⁠www.vanta.com/contrarians⁠


Thanks for listening!


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]]> 6303 no Ask Us Anything: How to grow the Aussie Tech Industry + Can Aussie businesses succeed overseas? Fri, 18 Apr 2025 14:00:00 -0000 full The Contrarians Welcome to our first ever Contrarians Q&A!


3:21 - How to grow Australia's tech industry?

11:29 - What would you ask someone in the future?

16:50 - Australian businesses succeeding overseas?


Thanks to this week's sponsors:

Safety Nest: ⁠⁠www.safetynest.com.au⁠⁠

DMG: ⁠www.digitalmindsgroup.com.au⁠

Affix: ⁠⁠www.affix.com.au/contrarians⁠⁠


Send us questions!


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]]> 1583 no StrongRoom Disaster, Prada and Versace, Adir’s Big Time Meeting, Tariff Deep Dive, Uber’s Hits and Misses and Nintendo’s Big Swing Mon, 14 Apr 2025 18:00:00 -0000 full The Contrarians The guys discuss the unfolding disasters at StrongRoom, go deep into tariffs, look at the ultra luxury deal between Prada and Verdace, the ups and downs of Uber, will Nintendo’s Switch 2 fly or sink and Adir’s powerful meeting.


Segments:

00:00 - Intro

05:30 - Adir Meets Peter Dutton

19:45 - Nintendo Switch 2

25:40 - Australia's Social Media Ban

29:48 - Adam's Customer Service Woes (Qantas, Air India, Uber)

42:10 - Southeast Water

53:10 - Prada and Versace

57:10 - Fyre Festival Returns?

1:04:18 - Trump Tariffs

1:39:59 - StrongRoom



This week's Sponsors:

NetWealth: ⁠netwealth.com.au

Telstra: ⁠telstra.com.au/tbtc⁠

Vanta: ⁠vanta.com/contrarians

DMG: ⁠digitalmindsgroup.com.au


Thanks for listening!


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]]> 6728 no Live Ep! REA v Domain, are Private Markets the new Public Markets, Biggest Clothing Companies and Live Audience Questions Mon, 07 Apr 2025 18:00:00 -0000 full The Contrarians The guys head to Sydney for their sold out live show and discuss the Domain sale and impact on REA, who needs public share markets when you have private ones, the world's largest clothing businesses and the guys answer questions from the live audience


00:00 - Intro

15:00 - Top 10 World's Largest Clothing Companies

27:40 - Public Private Markets

38:00 - Co-Star / Domain

1:05:54 - Drone Deliveries

1:13:30 - Q&A


NetWealth: ⁠netwealth.com.au

DMG: ⁠digitalmindsgroup.com.au

Vanta: ⁠vanta.com/contrarians


Thanks for listening!


Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast


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]]> 5888 no Reject Shop Glory, MisRes Doldrums, Warby Parker, South West Airlines, Koala’s Ambitious IPO, Wisetech, Hotels Behaving Badly and Dan Andrews Shunned Mon, 31 Mar 2025 17:00:00 -0000 full The Contrarians The guys discuss the managerial magic at Reject Shop, MisRes struggles, Warby Park v Luxxotica v Specsavers, South West Airlines Fee Bonanza, will Koala float or sink, Adir’s Hotel Issues and the Rise and Fall of Dan Andrews.


00:00 - Intro and Hotels

22:44 - Daniel Andrews Shunned?

27:40 - The Business of Hair

33:25 - What are Chinese graduate students studying?

37:42 - The Reject Shop's Win

53:35 - Koala + The Mattress Industry

1:09:08 - MinRes

1:29:45 - Warby Parker

1:45:52 - Specsavers


Thanks to this week's sponsors:

NetWealth: ⁠netwealth.com.au

Vanta: ⁠vanta.com/contrarians

DMG: ⁠digitalmindsgroup.com.au


Thanks for listening!


Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast


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]]> 6873 no BYD Smokes Tesla, SpaceX Saves the Day, Premier Investments Deep Dive, has Exec Rem Gone too Far and Special Guest John Stensholt Reveals Rich List Secrets Mon, 24 Mar 2025 17:00:00 -0000 full The Contrarians The guys discuss Tesla’s Woes and Rise and Rise of BYD, Elon Saves the Day with SpaceX, a look under the hood at Premier Investments, Xero CEO’s big payday and has exec remuneration jumped the shark and legendary Rich List editor, John Stensholt, exclusively joins the team to go behind the scenes at the List.


00:00 - Intro

13:12 - Cal.AI

24:58 - BYD

31:08 - Space X and NASA

39:57 - Xero

55:10 - Premier Investments

1:09:10 - John Stensholt and The List


Our Sponsors:

NetWealth: netwealth.com.au

Vanta: vanta.com/contrarians

DMG: digitalmindsgroup.com.au


Thanks for listening!


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]]> 5596 no The World’s Biggest Fast Food Chain, Uber’s Uber Mistake?, The World’s Greatest Game, Click n Fail, What would you do with $81 trillion and Adam’s Big Break Mon, 17 Mar 2025 17:00:00 -0000 full The Contrarians The guys chat about the world’s largest fast food chain you’ve never heard of, did Uber make a monumental mistake in selling off its self driving ambitions, the guys deep dive into the creation of Goldeneye (according to Adam, the world’s best ever computer game), Adir’s Click n Collect fiasco, what would you do with $81 trillion and Adam goes snap


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]]> 5896 no The Business of Influencers, PE Pet Food Bonanza, Furniture Flying High, Biggest Losses Ever, YouTube Goes Cheap, Inflation Smashes Standard of Living, Should you Discount and Adam’s Fashionable Week Mon, 10 Mar 2025 17:00:00 -0000 full The Contrarians Huge episode this week with the guys discussing the business of being a famous influencer, private equity’s pet food profits, furniture businesses make a comeback, which companies have lost the most money ever, is YouTube’s new discount pricing tier a good idea, living standards go nowhere for a decade and should you discount your products ever?


Thanks for listening!


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]]> 6888 no Wisetech Debacle. Cettire Disaster. Seek’s Acquisition Stumbles and the World’s Most Profitable Companies. Mon, 03 Mar 2025 17:12:48 -0000 full The Contrarians The guys chat about the ongoing dramas at the $30b Wisetech, Cettire’s disastrous results, Seek’s acquisition fiasco and who are the world’s most profitable companies


Thanks for listening!


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]]> 6937 no Droneshield Goes from Slay to Nay, the US$170b Business You’ve Never Heard Of, Jamie Dimon Kills WFH, Overhead Luggage Stress and How not to Treat Employees Badly Mon, 24 Feb 2025 17:00:00 -0000 full The Contrarians The guys chat about the Dronesheild rollercoaster, the mysterious adtech business you’ve never heard of that is suddenly worth US$170 billion, Jamie Dimon calls time on WFH, why airlines have the lost the plot around overhead luggage and the art of treating employees well.


Thanks for listening!


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]]> 7158 no Spotify’s Genius, Is Chemist Warehouse Overvalued, Exclusive Canva News, Temple & Webster’s Rebound and Correcting Last Week’s Mistakes Mon, 17 Feb 2025 17:00:00 -0000 full The Contrarians The guys go deep into Spotify’s Incredible Run and is Daniel Ek one of the best ever founders? Chemist Warehouse is worth $32 billion, but Adam asks, is it too much? Adir breaks some big Canva news, Mike’s PlayStation disappointment, Temple & Webster confounds the Contrarians and the guys admit to their mistakes.


Thanks for listening!


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]]> 7396 no McDonalds v KFC v GYG v Chick-Fil-A Cage Match, Who Can Call Themselves a Founder, Adir’s Deepdive into AI, Should you get an EA, Pool Chair Fights and Adam’s Favourite Mattress Mon, 10 Feb 2025 17:00:00 -0000 full The Contrarians The guys chat about the economics of fast food and the miracle of Chick-Fil-A, who can call themselves a founder, Adir explains his journey to becoming an AI guru, the guys go head to head on whether you should get an executive assistant, should you be able to reserve pool chairs at a resort and Adam reveals his favourite mattress


See the KFC Logo that Adir mentioned 😂:https://upload.wikimedia.org/wikipedia/en/5/57/KFC_logo-image.svg


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]]> 6958 no Deepseek's AI Revolution - How Will This Impacts Nvidia? Netflix v Disney Cage Match, the Rise and Fall of Tesla and is the Bubble on Borrowed Time Mon, 03 Feb 2025 17:00:00 -0000 full The Contrarians The guys discuss China's incredible Deepseek developments - is it for real and how will it impact Nvidia's dominance, is Disney too cheap now? Tesla's disastrous quarter and the leveraged ETF market.


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]]> 7488 no Wesfarmers Catch of the Day Disaster, Netflix Brilliant Strategy, Bumble’s Troubles and ROKT Triumphs Mon, 27 Jan 2025 17:00:00 -0000 full The Contrarians The guys discuss Wesfarmers $800 million Catch of the Day horror show – Adam argues the disaster should cost Rob Scott his job (Adir disagrees), Netflix incredible growth story, Bumble’s founder returns but is the online dating business a goner and the brilliant execution of Bruce Buchanan at ROKT


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]]> 6898 no Has OpenAI Peaked? Sketchers Takes on Nike. Who should pay for the Wildfires? Has Gaming Lost the Plot and Bad Bad Airports Mon, 20 Jan 2025 17:00:00 -0000 full The Contrarians The guys discuss OpenAI's myriad of challenges, the incredible growth and history of Sketchers, who should pay to rebuild LA after the devastating wildfires, how gaming lost the plot and spent too much time on graphics and why privatising airports is a terrible idea.


Thanks for listening!


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]]> 6882 no Is Uber Dying, Most Profitable Media Companies, Why Debt Kills, K-Mart Copy Cats, Tesla Directors Gotta Pay and our Best 2025 Predictions Mon, 13 Jan 2025 17:00:00 -0000 full The Contrarians The guys discuss the impact of self-driving on Uber, countries going broke, what are the worlds most and least profitable media businesses, should big companies be able to copy cool products, the shock Tesla director lawsuit and the guys talk about their specific 2025 predictions.


Thanks for listening!


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]]> 7710 no Our 2025 Predictions, Culture Amp, NDIS Rorting, Adir's Travels and Adam's Movie of the Week Mon, 06 Jan 2025 18:58:12 -0000 full The Contrarians The guys reflect on their 2024 Predictions and try to forecast what will happen in 2025, discuss the future for unicorn Culture Amp, the NDIS Rortfest and Adir's globetrotting


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]]> 6691 no Mecca Shines, Soho House Takeover, how Rich is the Top 1%, Adam’s Book Club and how Important is a Brand Name? Mon, 30 Dec 2024 17:00:00 -0000 full The Contrarians The guys discuss Mecca's incredible success and powers, how rich do you need to be to be in the top 1% and just how expensive is Sydney property, the Soho House takeover and business deep dive, Adam's belated book club and what to think about when you're creating a business name


Thanks for listening!


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]]> 7749 no Is DEI Dead? Google AI Dominates, Best and Worst Loyalty Programs, Myer's Big Deal, Turo v Rental Cars, Restaurant Subscriptions and Raygun Jumps the Shark Mon, 23 Dec 2024 17:00:00 -0000 full The Contrarians Adam and Adir discuss the impending death of DEI, Google's remarkable AI comeback, Myer's controversial deal, discuss what makes an elite loyalty program (and who does it well and badly), rental cars, the fascinating business monetising restaurant reservations and Raygun's disaster


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]]> 6802 no Netflix Kills Unlimited Leave, ClassPass Hero or Villain, Musk’s Investment of the Century, Crumbl and Adir’s Book Club Mon, 16 Dec 2024 17:01:00 -0000 full The Contrarians The guys discuss Netflix ending unlimited parental leave, is ClassPass killing gyms or saving them, Elon’s incredible six week return, the unhealthy Crumbl phenomenon and Adir’s Book Club returns


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]]> 5651 no The Iconic Struggles, Pro Medicus Triumphs, Porsche v Ferrari v Hermes, AFR Businessperson of the Year and Computer Games Mon, 09 Dec 2024 17:00:00 -0000 full The Contrarians The guys discuss the fall and fall of eCommerce giant, The Iconic; Pro Medicus incredible run, why margin is everything in luxury retail, did the AFR get it wrong and the guys chat computer games


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]]> 5952 no Starlink, Bitcoin, The Pros and Cons of Crowd Funding, unicorn Deep Dive and Adir the Celebrity Mon, 02 Dec 2024 17:00:00 -0000 full The Contrarians The guys go head-to-head on the benefits and costs of crowd funding, deep dive into the Class of ’21 including Canva, Culture Amp, Airwallex and ROKT, gold vs BTC and the wonders of Starlink


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]]> 7327 no Xero, Technology One and Palantir Go Big, Netflix, Martha's Comeback and the Rule of 40 Mon, 25 Nov 2024 17:00:00 -0000 full The Contrarians The guys discuss the stunning performance of Xero and Technology One, the strange rise and rise of Palantir, Martha Stewart's Remarkable Revival, Adir and Adam go deep on switching costs. the rise of Netflix and the death of linear TV and discuss the Rule of 40 and why it's so important for investors


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]]> 6392 no Quadlock, Chemist Warehouse, waiving HECS, Tech Sector Job Drought and the Importance of CFOs Mon, 18 Nov 2024 17:00:00 -0000 full The Contrarians The guys talk about the incredible Quadlock success story, Chemist Warehouse deal done, the stupidity of waiving elite university debts, the great tech sector job cut continues and why it's hard (and important) to hire the right CFO.


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]]> 5263 no Joe Aston Joins The Contrarians, Australia's Most Promising Companies and the End of Horse Racing, Mon, 11 Nov 2024 17:00:00 -0000 full The Contrarians The guys chat to Joe Aston about The Chairman's Lounge, Adir looks back on Australia's most promising companies from 2003 and has the Melbourne Cup Carnival jumped the shark


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]]> 7046 no Qantas Upgrades, US Election, Roblox Struggles, Temple & Webster and the Nerds Gummy Cluster Phenomenon Mon, 04 Nov 2024 17:00:00 -0000 full The Contrarians The guys discuss the fallout from Joe Aston’s Qantas expose, US election happenings, the turmoil at gaming platform Roblox, Temple & Webster’s huge valuation and Adir deep dives into the world of Nerds Gummy Clusters


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]]> 7284 no Wisetech, how to get great Service, Universities and the guys speak to Ben from Acquired Mon, 28 Oct 2024 17:00:00 -0000 full The Contrarians Adam and Adir chat to Ben Gilbert from Acquired about his incredible journey to become one of the world’s best podcasters, the rise and fall of Wisetech’s Richard White and problems at the Tech Council of Australia, are universities broken and Adir’s secrets to getting amazing customer service


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]]> 7201 no 23AndMe Fallout, #Desperate to Work, is the LVMH era over, Waymo Dominates and the Carry-On Baggage Dilemma Mon, 21 Oct 2024 17:00:00 -0000 full The Contrarians The guys discuss the issues at 23AndMe and whether users data is safe, the growing wealth gap between the young and the old, LVMH’s China worries, the incredible growth of Waymo’s self-driving cars and how do you solve a problem like carry-on baggage.

]]> 6158 no Is Wisetech the most Overvalued Big Business in Australia, Canva Backs Down, Doctors, Biggest Social Media Platforms and Listener Questions Mon, 14 Oct 2024 17:00:00 -0000 full The Contrarians The guys discuss why Wisetech is so richly valued by speculators, Canvas’s surprisingly price hike retreat, GPs behaving badly, who are the world’s biggest social media platforms and when should you set up a business?

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]]> 5628 no Qatar Virgin Magic, OpenAI Goes All In, Netflix Dominates, SPC goes Original and is AirBNB done? Mon, 07 Oct 2024 17:00:00 -0000 full The Contrarians The guys chat about Qatar’s Virgin Masterclass, OpenAI goes from curing humanity to maximising profit, Netflix’s competitive advantage, SPC and Original Juice’s original deal, AirBNB’s new old competitor and Croc’s newest squeeze


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]]> 7319 no RedBubble Disaster, Hipages’ Quiet Achieving, Self-Driving’s Big Impacts, Cygnett, Ticketing Illegality and FIFA Depreciation Mon, 30 Sep 2024 18:01:00 -0000 full The Contrarians The guys discuss an activist investor coming for the RedBubble/Articore disaster, is Hipages the quiet achiever of the ASX, the huge impacts of self-driving, Cygnett’s product genius, FIFA’s price drop and Gandel’s genius Chadstone acquisition


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Read the article: https://bit.ly/4en7ozy


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]]> 6495 no WFH Death Throes, Which Jobs Make the Most Money, Myer and the Retail Armageddon, BuildABear v Squishmellow Cash Fight Mon, 23 Sep 2024 18:00:00 -0000 full The Contrarians The guys discuss Amazon’s move to bring staff back five days a week, which professions make the most money and why, Myer’s big moves and is big retail dead, the BuildABear and Squishmellow litigation and why are so many great Founders dyslexic


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]]> 7647 no Catapult Dominates, Nine Cleans House, More OnlyFans , Nintendo’s Brilliance and the Queen of LinkedIn Mon, 16 Sep 2024 18:00:00 -0000 full The Contrarians Adam and Adir discuss the Catapult's magnificent run, Nine CEO Gone, the incredible profitability of OnlyFans and Craigslist, Adir dives deep into Nintendo's history and future following plus the guys get the lowdown on LinkedIn from social media superstar, Lisa Teh live in the studio.


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]]> 6476 no Founder Mode, OnlyFans Extreme Profits, Step One Delivers, Waymo and Cettire’s Wild Week Mon, 09 Sep 2024 18:00:00 -0000 full The Contrarians The incredible OnlyFans profit machine, the Founder Mode debate, the guys discuss autonomous driving how could be the most impactful technology in two decades, how Step One built one of the highest margin businesses in the world and Cettire’s Big Week


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]]> 6478 no Guzman y Gomez's Dominates, Accent Struggles, Barnes & Noble’s Fall, superstar Carsales CEO Cameron McIntyre LIVE and should you work for a Start-Up? Mon, 02 Sep 2024 18:00:00 -0000 full The Contrarians Adam and Adir live from Carsales HQ discuss the rise and rise of Guzman y Gomez, Amazon's destruction of Barnes and Noble, chat to the incredible CarSales CEO Cameron McIntyre and answer listener questions


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]]> 6069 no Breville’s $5b Bonanza, Seek Struggles Without Visionary Founders while REA Dominates, Crimson Rises, Rich Founders and is Milkrun the Best Customer Experience in Australia? Mon, 26 Aug 2024 18:00:00 -0000 full The Contrarians The guys dissect the incredible rise and rise of Breville, dig deep into Seek’s woes after the departure of their brilliant founders and the remarkable business modal of Realestate.com, the bizarre Crimson Education business hits a billion and who are the world’s most successful founders


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]]> 6526 no JB Hi Fi and Temple Soar, Scooters Banned, the guys speak to the superstar founder of Eight Sleep and is Work from Home Dead? Mon, 19 Aug 2024 18:00:00 -0000 full The Contrarians Adam and Adir chat to the incredible Matteo Franceschetti founder of 8Sleep who is saving sleep and marriages. The guys also discuss the strange share market reaction to JB HiFi and Temple & Webster’s earnings, Scooters getting Banned and the impending death of working from home.


Thanks for listening!


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]]> 6165 no The World’s Best Negotiator joins The Contrarians, Google a Monopolist and Alan Joyce gets Stripped Mon, 12 Aug 2024 18:00:00 -0000 full The Contrarians Adam and Adir are joined LIVE by the world’s best negotiation expert and Nobel Prize collaborator, Vicki Medvec. Plus, Google has been found to have engaged in illegal practises to maintain its search engine monopoly and the guys chat about the Qantas board stripping Alan Joyce of a $9 million bonus


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]]> 5868 no Canva’s Bets Big on AI, Rex Crash Lands, Atlassian Slumps, the Business Behind the Olympics and Adir’s Hot New Rig Mon, 05 Aug 2024 18:00:00 -0000 full The Contrarians Adam & Adir chat about Canva’s huge bet on Leonardo.ai, the unsurprising collapse of Rex, Atlassian’s share price slump and how it can recover and the much anticipated latest edition of Adir’s Book Club


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]]> 6159 no Essilor Luxottica's Glorious Monopoly, Stensholt Live From Paris, Dream Team Inflation, Apple and Google’s Flex their Market Power Mon, 29 Jul 2024 18:00:00 -0000 full The Contrarians Adam & Adir discuss how Essilor Luxottica built the world’s best monopoly, Inflation in Sports Star Salaries, chat to Rich List Star Correspondent John Stensholt and the incredible power of Apple and Google

]]> 6164 no Microsoft Takes on Canva, July and Oroton’s colab and is Flippa the World’s Coolest Marketplace Mon, 22 Jul 2024 18:00:00 -0000 full The Contrarians The guys chat about Microsoft launching its Canva Killer, Smiggle’s customer service woes, the fascinating collaboration between giant July and Oroton and Flippa’s superstar CEO Blake Hutchison discussed how Flippa’s marketplaces dominates the business of selling businesses.

]]> 6473 no Have the Good Guys Gone Bad, Nike Gets Hammered, Hutchie Beats the Doubters and is this the most Dilutive Capital Raise Ever? Mon, 15 Jul 2024 18:00:00 -0000 full The Contrarians Adam and Adir discuss the ACCC's action against The Good Guys, Nike's Worst Day Ever and are CEO John Donohue's Days Numbered, is Sendle's Capital Raise the most Dilutive Ever, Craig Hutchison's massive win as Sports Entertainment Group sells the Wildcats and the latest chapter in Adir's Bookclub

]]> 5580 no The best Australian CEO you’ve never heard of, British Airways, Delta Airlines Triumphs and why Grit is the key to Raising Money Mon, 08 Jul 2024 18:00:00 -0000 full The Contrarians The guys chat about MGI and their brilliant CEO, the transformation at Delta Airlines, the mediocrity of BA and Adam’s tough Maldives trip

]]> 5720 no Cettire's Woes, Adore Beauty gets Acquisitive, Adir gets it right on Inflation and is Centreparc the world's Best Tourism Asset? Mon, 01 Jul 2024 18:00:00 -0000 full The Contrarians The guys discuss the challenges facing polarising eCommerce stock Cettire, Adir deep dives into Adore Beauty's acquisition announcement, inflation continues to reap havoc and why the RBA was dead wrong to keep rates too low for too long, the best ways to book and find good travel deals and the remarkable Centreparc business.

]]> 6937 no Guzman Pops, The Importance of Loyalty, Adam’s Celeb Encounter, Prezee’s Challenges and the Bizarre World of Gift Cards and the Incredible Bellabox Story Mon, 24 Jun 2024 18:00:00 -0000 full The Contrarians The guys discuss the huge Guzman y Gomez IPO, why a loyalty scheme is so important to business, Prezee’s mounting losses and world of gift cards, the amazing business that rose from the ashes of Bellabox and Adam encounters Hollywood royalty.


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]]> 6720 no Our First Live Show! TripaDeal Cashes In and the Magic of Ben Gray, what is EBITDA, Adrian Giles Triple Success and The Reject Shop Mon, 17 Jun 2024 18:00:00 -0000 full The Contrarians The Contrarians in front of a live audience at Fortress Melbourne discuss Qantas’ acquisition of TripADeal and Ben Gray PE Genius, Adrian Giles incredible Hitwise exit and building Fortress and the guys look deep into The Reject Shop.

]]> 6662 no Elon's Pay, Turmoil at Nine, Dodgy Taxis, Streamers Unite and How to Ask for a Payrise Mon, 10 Jun 2024 18:00:00 -0000 full The Contrarians The guys chat about Elon's potential $46b payday, Costello goes at Nine, streamers unite to stop churn and what's the best way to ask for a pay rise?

]]> 5133 no Catapult hits US $100m, Guzman IPO, Canva's Rap and Salesforce's Crash Mon, 03 Jun 2024 18:00:00 -0000 full The Contrarians The guys chat about Catapult hitting the US$100 million revenue milestone, go deep into the IPO prospects of Guzman y Gomez, fawn of Canva's cringey rap, discuss the struggles facing Salesforce and Adir gets into ice cream.


00:00 - Adir's 'Rollercoaster' Week

11:45 - Adir Watched Free-to-Air TV

18:15 - Catapult Sports

32:50 - Meta and Shopify

41:22 - Guzman y Gomez

1:08:08 - Live Ice Cream Tasting

1:11:45 - Canva Create Event

1:15-13 - Salesforce

]]> 5230 no Will the AI Bubble Burst, Warby Parker’s Struggles, Why Start-Up Valuations Don’t Matter, Greed isn’t Good and How do you Choose Where to Work? Mon, 27 May 2024 18:00:00 -0000 full The Contrarians The guys go deep into AI, does Warby Parker’s DTC model stack up, why founders shouldn’t obsess over their valuation, the death of Ivan Boesky the original Greed is Good Guy and when should you leave a corporate job for a startup?

]]> 6060 no Should Start-Ups Give Employees Equity, Netflix the last of the Water Coolers, K-Mart's Success and Reece Witherspoon's Business Genius Mon, 20 May 2024 18:00:00 -0000 full The Contrarians The guys go deep into why they think start-ups should give employees equity and the different ways to do it, Netflix's incredible run and the brilliance of Baby Reindeer, is K-Mart Australia's best ever retailer and Reece Witherspoon's incredible business success.

]]> 6435 no The Economics of Book Writing, Temple Tumbles, Adir Breaks the Breakthrough Fund and what Should Warren do with his big Apple stake? Mon, 13 May 2024 18:07:00 -0000 full The Contrarians 6188 no Bonza collapses, Envato Founders Heroic Exit, HIMs, Newbook and Big Bucks in Restaurant Bookings Mon, 06 May 2024 18:30:00 -0000 full The Contrarians The guys discuss the huge exits at Envato and Newbook the importance of picking your Golden Moment, the Bonza debacle, HIMs controversy and how college kids are cashing in on restaurant reservations

]]> 6025 no Bluey's Billions, Tesla's Tough Times, Atlassian Gets Profitable and the death of Diamonds Mon, 29 Apr 2024 18:32:00 -0000 full The Contrarians The guys discuss the incredible growth of Bluey and how the ABC missed the chance to make billions, Tesla's profit woes and Elon asks for more money, Atlassian's Profit Comeback and share slump and the case for Fake Diamonds

]]> 5759 no Mr Beast a Billionaire? Facebook's Insta Purchase Just Keeps Getting Better. And which Hollywood Celeb snubbed Adir at a Superbowl Party? Mon, 22 Apr 2024 18:00:00 -0000 full The Contrarians The guys discuss the rise and rise of Mr Beast, take a deeper look at Facebook's now legendary purchase of Instagram and guess which Hollywood Celeb snubbed Adir at a Superbowl Party?

]]> 6113 no Qantas' Huge Move, the Shrinking Tiger Global, are we in a Recession and the rise of Lime Bikes Mon, 15 Apr 2024 18:00:00 -0000 full The Contrarians Adam and Adir chat about the big Qantas loyalty move, Tiger Global's new fund and have we hit peak VC, the dyanmics of the Scooter Rental market and the guys talk Recession and Inflation.


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]]> 7146 no Crocs Make a Comeback, Cettire Gets Hit, Public Holiday Surcharges and Mike’s TV Appearance Mon, 08 Apr 2024 18:00:00 -0000 full The Contrarians The guys discuss the incredible rise and fall and comeback of Crocs - one of the world’s most fascinating business stories, Cettire shares get hit as questions continue to mount, should consumers have to pay more on public holidays and the inside word on Mike’s quiz show appearance


Watch Mike's HARD QUIZ episode: https://iview.abc.net.au/show/hard-quiz/series/9/video/LE2231V009S00


]]> 6492 no Breakthrough Fund Disaster, SBF Put Away, Trump's Pay Day and Canva gets Acquisitive Mon, 01 Apr 2024 17:00:00 -0000 full The Contrarians Adam and Adir go deeper into the unfolding disaster at Victoria's Soviet Era Fund, discuss whether the Sam Bankman Fried 25 year sentence fair, talk about Trump's potential $5b windfall and the intriguing Canva acquisition

]]> 4779 no Apple Under Fire, Uber Settles, Suing for Birken, the Ills of Pokies and Close Encounters of the Adir Celebrity Kind Mon, 25 Mar 2024 17:00:00 -0000 full The Contrarians The guys discuss Apple's lawsuit troubles, the implications of Uber's taxi settlement, the bizarre legal action against Hermes, the horrors of poker machines and Adir's A List Celeb encounters.

]]> 5115 no Behind the Scenes of the Rich List, Employment Hero Fight Gets Ugly, Breakthrough Victoria Disaster and Myer's New Boss Mon, 18 Mar 2024 17:00:00 -0000 full The Contrarians Adam and Adir talk to John Stensholt, author of The List, go inside Hostplus and Employment Hero's Massive Fight, analyse the unfolding disaster at Victoria's controversial Breakthrough Fund and discuss Myer's new Executive Chairperson

]]> 5485 no Inside the Cettire slump, a $120k University dinner, ASX buyback changes, Employment Hero takes on HostPlus, and Adir's Book Club Tue, 12 Mar 2024 00:28:42 -0000 full The Contrarians Adam and Adir snare the only interview with AFR newsbreaker Jonathan Shapiro about his Cettire article, discuss the $127,000 farewell for a university exec, propose changes to selling into buybacks, and reveal a bizarre HostPlus stoush with an Aussie unicorn. Plus Adir drops his latest books, literally.

]]> 4427 no Meta Pulls Out, Life360 and Kogan Thrill, AppleFail, #DeleteAmazon and Founders Selling Down Badly Mon, 04 Mar 2024 17:00:00 -0000 full The Contrarians Adam and Adir discuss Meta standing up to the blackmailers, the incredible results at Life360 and Kogan, has Amazon Jumped the Shark, Apple’s Car Fail and should Founder’s be Selling Stock?

]]> 6334 no The Incredible rise of Altium, is AirBNB headed for a fall, Woolworths, Qantas and Adir's Expensive Juice Mon, 26 Feb 2024 17:14:00 -0000 full The Contrarians The chat about one of the most incredible stories in Australian tech history - the $9 billion sale of Altium, the problems facing $100 billion giant AirBNB, Qantas new Chairman, Woolworth's former CEO and should Adir be spending $9 on a small juice?


]]> 5662 no What Founders Can Learn from Taylor Swift, Results Season: Temple & Webster, Catch, Seek.com Mon, 19 Feb 2024 17:00:00 -0000 full The Contrarians The guys chat about the incredible business success of Taylor Swift and why hard work pays, the rise and potential fall of Temple & Webster, Wesfarmers' Catch Disaster and Seek's Struggles.

]]> 5768 no Why Margin is King in Retail, are MBAs Worth It, the Secrets of Good Negotiators and Boring Athletes Mon, 12 Feb 2024 18:00:00 -0000 full The Contrarians The guys deep dive into Nick Scali: one of Australia's best retail success stories, discuss whether MBAs are really worth it and question what happened to all the the colourful athletes?

]]> 5669 no Inside the Secrets of Airline Loyalty, Myer's Remarkable Recovery and the Horrors of Lotteries Mon, 05 Feb 2024 17:00:00 -0000 full The Contrarians The guys chat with Steve Hui the King of Business Class loyalty rewards, how Myer quietly became an eCommerce goliath and why you never want to win the Lottery.


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Watch Steve's segment on YouTube (and subscribe!): https://youtu.be/wWq-P4iRjh8



]]> 6277 no Tesla's Struggles, New Fashion Models go Bad, Tough times for Sophisticated Investors and VC Woes Mon, 29 Jan 2024 22:43:16 -0000 full The Contrarians The guys chat about the Tesla's profitability challenges, deep dive into Rent the Runway and StitchFix and speak to special guest Gavin Appel about potential changes to Sophisticated Investor rules and the difficulties of being a VC investor


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]]> 6001 no Deep Dive into Dating Apps, Labor Strife hits the Docks and the Joy of Incremental Growth Thu, 25 Jan 2024 01:53:54 -0000 full The Contrarians Adam and Adir looks at the economics of dating apps Match.com and Bumble, the impact of the growing industrial action impacting Australia's waterfront and the miracle of compounding growth.

]]> 5015 no Atlassian, Nike and the New Sneaker Wars and the benefits and downsides of Strategic Partnerships Mon, 22 Jan 2024 17:00:00 -0000 full The Contrarians The guys discuss Adam's deep dive in Atlassian and debate whether it's one of the most over priced Australian businesses ever, the fascinating sneaker wars - Will Nike remain dominant? And the benefits and pitfalls of strategic partnerships. 

]]> 5578 no The economics of Scooters, Airline Loyalty Schemes and our 2024 Predictions Mon, 08 Jan 2024 17:00:00 -0000 full The Contrarians Adam and Adir deep dive into the very profitable world of airline loyalty schemes, the economics of scooter and bike rental businesses and the guys make their 2024 predictions

]]> 5952 no The End of Rentals Cars, Adore Beauty Takeover and the Best and Worst Retail Experiences Mon, 01 Jan 2024 18:00:00 -0000 full The Contrarians Adam and Adir chat about how Turo will kill rental cars, the economics of Adore Beauty and the world's best and worst customer experiences.


Adam's Sale of the Century Appearance: https://www.youtube.com/watch?v=EwPWddglsj0


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]]> 5888 no Zoe Foster-Blake's Triumph, Luxury Slumps and Why Small Businesses Shouldn't Shut Over Holidays Mon, 25 Dec 2023 17:00:00 -0000 full The Contrarians Adam and Adir discuss the incredible sale and re-purchase of Go-To Cosmetics by Zoe Foster-Blake, the surprising downturn in the luxury segment and why Small Businesses should stay open

]]> 5235 no Is Work from Home A Goner, Will Chemist Warehouse Finally Get Listed and Dating Apps Mon, 18 Dec 2023 19:00:00 -0000 full The Contrarians Adam and Adir discuss why investors are breaking up with dating apps, the prospects of an ASX-listed Chemist Warehouse and are we reaching the beginning of end of WFH?

]]> 4622 no Is Afterpay Worthless?, Dodgy Review Websites and Nick Bolton Wins Again Mon, 11 Dec 2023 13:00:00 -0000 full The Contrarians Adam and Adir talk about dubious review websites and how affiliate marketing works, the rise and fall of Afterpay and Nick Bolton beats the establishment again.

]]> 5176 no Is Cettire for Real? Charlie Munger Dies and Special Guest Star, Ruslan Kogan Mon, 04 Dec 2023 13:00:00 -0000 full The Contrarians The guys are joined by guest host Ruslan Kogan and discuss whether Cettire is too good to be true and the death of investing genius, Charlie Munger.

]]> 5149 no RBA Finally Fights Inflation, the downfall of Culture Kings and is Google Evil? Mon, 27 Nov 2023 13:31:00 -0000 full The Contrarians Adam and Adir discuss why inflation is a low worse than a recession, how Simon and Tahnee Beard conquered the world with Culture Kings and sold at the perfect time and why Google should be broken up

]]> 4796 no The turmoil at OpenAI, the rise and rise of Shein and a special guest live from Tel Aviv Fri, 24 Nov 2023 01:00:58 -0000 full The Contrarians Adam and Adir talk all things OpenAI and why choosing a board is one of the most important things a founder can do, the incredible rise of Shein and the impact of Fast Fashion and talk to a real Australian founder crushing it in Tel Aviv.

]]> 4379 no Optus Second Disaster, the downfall of Sam Bankman-Fried and the Economics of Home Food Kits Mon, 13 Nov 2023 13:00:00 -0000 full The Contrarians Adam and Adir discuss the Optus disaster and what the CEO did wrong, the stunning rise and disastrous fall of FTX founder Sam Bankman-Fried and the growth of the home meal kit sector.

]]> 5562 no Bonus Episode: The guys chat to Courtney Ray, founder and CEO of Daily Blooms Thu, 09 Nov 2023 13:00:00 -0000 full The Contrarians In this week's bonus episode, Adam & Adir are delighted to be joined by the incredible Courtney Ray, founder of floristry juggernaut, Daily Blooms.


After quitting her stable, full time job, Courtney started Daily Blooms from a storage shed in South Melbourne, and was working four days after giving birth to her first child.


Since then, Daily Blooms has been one of Australia's greatest start-up success stories.

]]> 2755 no Qantas' Ongoing Drama, The Collapse of WeWork and The Wonder of Airtags Mon, 06 Nov 2023 13:00:00 -0000 full The Contrarians Adam and Adir talk about Qantas' ongoing drama (recorded at the time of the long awaited AGM) and the not so sudden collapse of the once hot shared workspace business, WeWork. Plus, Adam loves Airtags.

]]> 3326 no The Horrific Australian Property Sector, the Rise of the NBL, Tesla Struggles and Netflix on Fire Mon, 30 Oct 2023 13:00:00 -0000 full The Contrarians Adam and Adir talk about the problem with Australia’s incredibly expensive property sector, the success of Australia’s National Basketball League, Tesla’s revenue woes and the remarkable history and success of Netflix

]]> 4618 no Prestigious U.S. Colleges, GLP-1 Drugs and Atlassian's purchase of Loom Tue, 24 Oct 2023 03:57:22 -0000 full The Contrarians Adam and Adir discuss the withdrawal of support for prestigious colleges in the US in the midst of the Israel crisis, the incredible rise of GLP-1 drugs Ozempic and Wegovy and Atlassian’s purchase of video sharing app Loom. Plus, TWO difficult experience with UberEats and the value of paying staff with company stock.

]]> 4382 no Apple’s new Launch, Hamburger University and the Gig Economy Tue, 24 Oct 2023 03:56:17 -0000 full The Contrarians The boys chat about the legacies of Tim Cook and Steve Jobs at Apple, the generous taxpayer funds flowing into Australia’s own Hamburger University, Instacart’s IPO, Uber and the pitfalls of the gig economy

 

]]> 3698 no Dan Andrews Gone, Magellan Financial woes get worse, will Premier Break Up and guest, Gavin Appel Tue, 24 Oct 2023 03:55:58 -0000 full The Contrarians hated Dan Andrew, will corporate raider Nick Bolton make more millions at Magellan Financial, billionaire Solly Lew’s plans to break up Premier Investments, Qantas’ Richard Goyder continues to hang on and Gavin Appel, one of the OGs of the Australian tech and venture capital joins the guys to talk start-ups, scale ups and raising
cash ]]> 4175 no Market Woes, Canva Revenue Soars, Block Goes South, The Taylor Swift Effect Continues Tue, 24 Oct 2023 03:55:48 -0000 full The Contrarians Adam and Adir chat about staggering international markets, the disaster unfolding at Jack Dorsey’s Block, Canva continues to fire and the Taylor Swift effect hits the NFL

]]> 4597 no Qantas’ Annus Horribilis, Step One and the Perils of Inflation Tue, 24 Oct 2023 03:55:10 -0000 full The Contrarians Adam and Adir go deep into Qantas’ woes and the departure of Alan Joyce, Step One’s hop into profitability, the downfall of F45 and take a typically contrarian take on what inflation really means


]]> 3972 no Freelancer’s Struggles, the Video Game Market, the Israel Tragedy and who won the Bet of the Century Tue, 24 Oct 2023 03:54:45 -0000 full The Contrarians 4059 no The Rise and Rise of Katy Perry, The Unhealthy Mummy and Rupert Murdoch Calls it a Day Mon, 25 Sep 2023 18:00:55 -0000 full The Contrarians 3550 no AirBNB gets Hammered by Melbourne, Booktopia Woes and Maggie Beer happenings Mon, 04 Sep 2023 18:00:00 -0000 full The Contrarians The Contrarians chat about the struggles at local online bookseller Booktopia, write downs and more at Maggie Beer and the challenges facing AirBNB


]]> 3331 no The Collapse of WeWork, Kogan Bounces Back and Adir Attends the Corporate Party of the Year Mon, 28 Aug 2023 18:11:00 -0000 full The Contrarians Adam and Adir chat about ABL’s 70th Birthday extravaganza, Kogan’s comeback, WeWork’s impending death and the sad story of James Shipton


]]> 2927 no Temple & Webster + Seek Earnings, Australia’s Biggest Secret Growth Fund and Qantas’ Qatar Mess Tue, 22 Aug 2023 05:56:46 -0000 full The Contrarians Adam and Adir discuss Victoria’s secret $2 billion growth fund, Temple & Webster, Seek.com, Qantas and Safety Culture’s mysterious $3 billion valuation.


]]> 3373 no Untitled Thu, 01 Jan 1970 00:00:00 -0000 full The Contrarians 2677 no