The Contrarians with Adam and Adir
239 episodes — Page 1 of 5
Live Show, Macro Investing King Chris Judd joins, Apple’s $3,500 Foldable Bet, Australia’s Housing Mess, Cogstate and the Firmus Moneyshot
Is Yo-Chi our next Decacorn, AI Comes for the Lawyers and should CEOs also take Board Seats
Expert360 Heartbreak, CTM is Back, Iran Stalemate gets less Stale and The Athlete Rich List
Retail Deep Dive: Kogan shows the money and Cettire close to the edge
Canva’s Investor Dumpster Fire, Xero’s Shareholder Smackdown, CTM’s Lifesasver Deal and GTA's $3.5bn Bet
OpenAI Burns Billions, Temple & Webster Gets Crushed
The World's Best Negotiator Returns To The Contrarians
GYG’s Blowout Result, Adir’s Luggage Startup, Sydney's Pullman Five and Culture Amp’s AI Fight
Housing Crash Gets Real, NVIDIA’s AI Factory Gamble, Canva’s Markdown
Tech Bros Goes Off, DEF CON Hackers, Waymo vs Zoox, and The LinkedIn Algorithm
Australia's Most Powerful VCs Join the Pod
Canva’s AI Crisis, Zoox Changes Everything, Xero’s Ad Disaster, Jetstar’s Bag War, and Atlassian’s Profit Pivot
Canva’s $60bn Problem and eBay’s Corporate Terrorism Scandal
AI Fund Explodes, Alan Joyce is Back, Victoria’s Labor Reset, Fauci’s COVID Reckoning and Credit Card Chaos
Tesla Going Down...Down, Immutable’s Massive Fall and Australia’s Unicorn Bubble
AI Bubble, Waymo Ditches Uber, Jacinta Allan’s Disaster, KPMG Scandal and Jim Chalmers’ Crashes Housing in All the Wrong Places
SpaceX Returns to Earth, Tesla's Shrinking Powers and Atlassian Ruins Loom
Xero Gets Whacked, 4DMedical’s Meme Stock Moment, SEN Circles ARN, Uber's Loyalty Lock Up, and Adam’s Safari Business Lessons
Deep Dive: Bending Spoons - Genius or Disaster?
Nvidia's AI Trade, Telstra’s Disaster, EasyJet’s Takeover Fight, Protein Mania, and TEG Loses the Plot
Ask Us Anything: How do you explain average grades? + Should workers own more of the businesses they help build?
AI’s $7 Trillion Bubble, Corporate Travel’s Next Disaster, Work From Home Revolts, and The Man Shake Buy Back
Ask Us Anything: Is Australia’s ageing population breaking democracy? + What does the Victorian Liberal Party turmoil say about its future?
Canva’s AI Crisis, Karl Stefanovic’s Podcast Genius, Labor’s CGT Shambles, and Claude Design Changes Everything
Deep Dive: The Rise and Fall and Takeover Fight for Accent Group, Australia's Shoe Giant
KPMG Scandal Explodes, Labor’s CGT Shambles, ATO Scares Small Business, Ferrari Goes Electric, and Adore Beauty Goes Sideways
Ask Us Anything: How will GLP-1s change the economy? + Why are young people turning against AI?
Shadow Treasurer Tim Wilson Joins the Pod. And, Robyn Denholm cosplays Founders, Elon a Trillionaire and the great Xero Pay Rip-Off
Ask Us Anything: Why do some aggregators beat direct prices? + Is the budget punishing risky investors?
SkinKandy Deep Dive, Labor Revolting, More Budget Woes, and Is the UK Racist Against White People?
Matt Heine on How Netwealth Became One of Australia’s Greatest Tech Success Stories
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?
Special Bonus: Why SiteMinder Could Be the Most Misunderstood Stock on the ASX
New Contrarians CEO, Boomer's Budget, GYG Comes Home, EY Parental Leave Rort
Ask Us Anything: Should Australians consider leaving for Singapore or Dubai? + How should renters think about the latest budget?
Budget Destroys Gen Z Hope, Xero Calamity Continues, Atlassian Rebounds, Lime to IPO and Temple & Webster Crunched
Ask Us Anything: Programmable digital currency and selling a small VC-backed business
Federal Government Destroys Startups, Negative Gearing Stays for the Rich, is SBF the World’s Best Investor, Droneshield, Hamish Douglass and Marathons
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
Cochlear Crashes, Firmus IPO Drama, Self Driving vs Flying, Batteries Step Up, Uber x Expedia, Ghost Buses and the Experience Economy
Ask Us Anything: Trump’s latest assassination attempt + Are classic trades the most reliable career path?
Heidi Health, Canva, Mecca’s Rise and Rise, NDIS Flesh Wound, CTM Disaster Gets Worse, Temple & Webster CEO Shock and Copilot Fail
Ask Us Anything: AI Effecting Entry Level Jobs + The Value of Personal Brands
Shark Tank Star and VC Steve Baxter, Mythos, Will Quantum Kill Encryption, Pope Double Standards, Data Centres, Glydways and Hermes
Ask Us Anything: Researching when investing in public companies + Was the Prime Minister’s Address Necessary!?
WFH Blow, SpaceX IPO, Droneshield Deckchair Shuffle, GYG Hits Back and CTM Debacle Continues
S1 Ep 194Ask Us Anything: Finding enough time to do it all + Starting a business in 2026 vs 2006
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/contrariansSee omnystudio.com/listener for privacy information.
S1 Ep 193CostCo, Kathmandu Deep Dive, Albo makes Petrol Crisis Worse, RBA’s Credit Card Surcharge Disgrace, Waymo Love and Victorian Government Gets Something Right
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-podcastSee omnystudio.com/listener for privacy information.
S1 Ep 192Special Bonus: Carma Deep Dive with special guest, Scott Middleton
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-podcastSee omnystudio.com/listener for privacy information.
S1 Ep 191Canva’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
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-podcastSee omnystudio.com/listener for privacy information.