The Contrarians with Adam and Adir

Thanks for listening! Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast Subscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcast Follow us on Instagram: https://www.instagram.com/contrarianspod Follow us on TikTok: https://www.tiktok.com/@contrarianspodSee omnystudio.com/listener for privacy information.

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. Thanks for listening! Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast Subscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcast Follow us on Instagram: https://www.instagram.com/contrarianspod Follow us on TikTok: https://www.tiktok.com/@contrarianspodSee omnystudio.com/listener for privacy information.

Thanks for listening! Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast Subscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcast Follow us on Instagram: https://www.instagram.com/contrarianspod Follow us on TikTok: https://www.tiktok.com/@contrarianspodSee omnystudio.com/listener for privacy information.

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. Thanks for listening! Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast Subscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcast Follow us on Instagram: https://www.instagram.com/contrarianspod Follow us on TikTok: https://www.tiktok.com/@contrarianspodSee omnystudio.com/listener for privacy information.

Thanks for listening! Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast Subscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcast Follow us on Instagram: https://www.instagram.com/contrarianspod Follow us on TikTok: https://www.tiktok.com/@contrarianspodSee omnystudio.com/listener for privacy information.

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. Thanks for listening! Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast Subscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcast Follow us on Instagram: https://www.instagram.com/contrarianspod Follow us on TikTok: https://www.tiktok.com/@contrarianspodSee omnystudio.com/listener for privacy information.

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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. Thanks for listening! Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast Subscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcast Follow us on Instagram: https://www.instagram.com/contrarianspod Follow us on TikTok: https://www.tiktok.com/@contrarianspodSee omnystudio.com/listener for privacy information.

Please send questions in to https://www.thecontrarianspod.com/ Thanks for listening! Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast Subscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcast Follow us on Instagram: https://www.instagram.com/contrarianspod Follow us on TikTok: https://www.tiktok.com/@contrarianspodSee omnystudio.com/listener for privacy information.

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. Thanks for listening! Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast Subscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcast Follow us on Instagram: https://www.instagram.com/contrarianspod Follow us on TikTok: https://www.tiktok.com/@contrarianspodSee omnystudio.com/listener for privacy information.

Submit any questions you'd like the guys to answer at https://www.thecontrarianspod.com/ Thanks for listening! Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast Subscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcast Follow us on Instagram: https://www.instagram.com/contrarianspod Follow us on TikTok: https://www.tiktok.com/@contrarianspodSee omnystudio.com/listener for privacy information.

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. Thanks for listening! Sponsors: Microequities: https://microequities.com.au/contrarians/ Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast Subscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcast Follow us on Instagram: https://www.instagram.com/contrarianspod Follow us on TikTok: https://www.tiktok.com/@contrarianspodSee omnystudio.com/listener for privacy information.

Thanks for listening! Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast Sponsors: Microequities: https://microequities.com.au/contrarians/ Subscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcast Follow us on Instagram: https://www.instagram.com/contrarianspod Follow us on TikTok: https://www.tiktok.com/@contrarianspodSee omnystudio.com/listener for privacy information.

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. Sponsors: Microequities: https://microequities.com.au/contrarians/ Thanks for listening! Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast Subscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcast Follow us on Instagram: https://www.instagram.com/contrarianspod Follow us on TikTok: https://www.tiktok.com/@contrarianspodSee omnystudio.com/listener for privacy information.

Thanks for listening! Sponsors: Microequities: https://microequities.com.au/contrarians/ Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast Subscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcast Follow us on Instagram: https://www.instagram.com/contrarianspod Follow us on TikTok: https://www.tiktok.com/@contrarianspodSee omnystudio.com/listener for privacy information.

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. Thanks for listening! Sponsors: Microequities: https://microequities.com.au/contrarians/ Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast Subscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcast Follow us on Instagram: https://www.instagram.com/contrarianspod Follow us on TikTok: https://www.tiktok.com/@contrarianspodSee omnystudio.com/listener for privacy information.

Thanks for listening! Sponsors: Microequities: https://microequities.com.au/contrarians/ Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast Subscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcast Follow us on Instagram: https://www.instagram.com/contrarianspod Follow us on TikTok: https://www.tiktok.com/@contrarianspodSee omnystudio.com/listener for privacy information.

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 Sponsors: Microequities: https://microequities.com.au/contrarians/ Thanks for listening! Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast Subscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcast Follow us on Instagram: https://www.instagram.com/contrarianspod Follow us on TikTok: https://www.tiktok.com/@contrarianspodSee omnystudio.com/listener for privacy information.

00:00 - Anti-Semitism in the workplace12:30 - Financial Literacy18:30 - When to set up a board. Sponsors: Microequities: https://microequities.com.au/contrarians/ Thanks for listening! Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast Subscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcast Follow us on Instagram: https://www.instagram.com/contrarianspod Follow us on TikTok: https://www.tiktok.com/@contrarianspodSee omnystudio.com/listener for privacy information.

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/contrarians⁠Netwealth: ⁠www.netwealth.com.au⁠/contrarians Microequities: https://microequities.com.au/contrarians/   Thanks for listening! Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast Subscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcast Follow us on Instagram: https://www.instagram.com/contrarianspod Follow us on TikTok: https://www.tiktok.com/@contrarianspodSee omnystudio.com/listener for privacy information.

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/ Thanks for listening! Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast Subscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcast Follow us on Instagram: https://www.instagram.com/contrarianspod Follow us on TikTok: https://www.tiktok.com/@contrarianspodSee omnystudio.com/listener for privacy information.

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 BroadbandSee omnystudio.com/listener for privacy information.

Thanks for listening! Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast Subscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcast Follow us on Instagram: https://www.instagram.com/contrarianspod Follow us on TikTok: https://www.tiktok.com/@contrarianspodSee omnystudio.com/listener for privacy information.

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 Today's Sponsors: Vanta: ⁠www.vanta.com/contrarians⁠ Netwealth: ⁠www.netwealth.com.au⁠/contrarians Aussie Broadband   Thanks for listening! Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast Subscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcast Follow us on Instagram: https://www.instagram.com/contrarianspod Follow us on TikTok: https://www.tiktok.com/@contrarianspodSee omnystudio.com/listener for privacy information.

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   Today's Sponsor:  Netwealth: ⁠www.netwealth.com.au⁠/contrarians Vanta: ⁠www.vanta.com/contrarians⁠   Thanks for listening! Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast Subscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcast Follow us on Instagram: https://www.instagram.com/contrarianspod Follow us on TikTok: https://www.tiktok.com/@contrarianspodSee omnystudio.com/listener for privacy information.

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/ Thanks for listening! Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast Subscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcast Follow us on Instagram: https://www.instagram.com/contrarianspod Follow us on TikTok: https://www.tiktok.com/@contrarianspodSee omnystudio.com/listener for privacy information.

00:00 - Equity Mates x Betashares Acquisition 11:20 - Problems in Child Care 28:32 - When to broaden your horizons outside of your business. Today's Sponsors: Mighty: ⁠www.mightypartners.com.au/contrarians⁠ Thanks for listening! Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast Subscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcast Follow us on Instagram: https://www.instagram.com/contrarianspod Follow us on TikTok: https://www.tiktok.com/@contrarianspod  See omnystudio.com/listener for privacy information.

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. Today's Sponsors: Netwealth: ⁠www.netwealth.com.au⁠/contrarians Telstra: ⁠www.telstra.com.au/tbtc⁠  Vanta: ⁠www.vanta.com/contrarians⁠   See omnystudio.com/listener for privacy information.

00:00 - Would the guys go on Shark Tank?11:30 - JB vs Harvey Norman15.48 - Kogan's New Direction? Today's Sponsors: Mighty: ⁠www.mightypartners.com.au/contrarians⁠    Thanks for listening! Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast Subscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcast Follow us on Instagram: https://www.instagram.com/contrarianspod Follow us on TikTok: https://www.tiktok.com/@contrarianspodSee omnystudio.com/listener for privacy information.

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. Today's Sponsors: Netwealth: ⁠www.netwealth.com.au⁠/contrarians Vanta: ⁠www.vanta.com/contrarians⁠  Thanks for listening! Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast Subscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcast Follow us on Instagram: https://www.instagram.com/contrarianspod Follow us on TikTok: https://www.tiktok.com/@contrarianspodSee omnystudio.com/listener for privacy information.

00:00 - What problems do rich people face? 08:15 - The Milgram Experiment in business 17:58 - How much do we use LinkedIn? Today's Sponsors: Mighty: ⁠www.mightypartners.com.au/contrarians⁠  Thanks for listening! Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast Subscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcast Follow us on Instagram: https://www.instagram.com/contrarianspod Follow us on TikTok: https://www.tiktok.com/@contrarianspodSee omnystudio.com/listener for privacy information.

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/contrariansVanta: ⁠www.vanta.com/contrarians⁠00:00 - Intro: Adir's Injured09:30 - Adir's Quiz: Highest Annual Revenue Per Employee24:00 - Best Banh Mi?32:39 - Adam's Quiz: Most Searches per Platform per Day37:34 - Vow Meat43:06 - Door Dash48:35 - Prime Video Woes57.32 - Catapult's Acquisition1:19:03 - Adair's Trading UpdateAdir's Movie Recommendation:The Man Who Definitely Didn't Steal Hollywood (Directed by John Dower)Thanks for listening!Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcastSubscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcastFollow us on Instagram: https://www.instagram.com/contrarianspodFollow us on TikTok: https://www.tiktok.com/@contrarianspodSee omnystudio.com/listener for privacy information.

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 See omnystudio.com/listener for privacy information.

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/contrariansVanta: ⁠www.vanta.com/contrarians⁠Telstra: ⁠www.telstra.com.au/tbtc⁠ 00:00 - Intro3:55 - Investing in Defence?11:50 - Chick-Fil-A18:30 - Adam's Great Glasses Experience21:30 - YouTube Premium Price Hike30:50 - Another Apple Blunder?40:10 - Concert Etiquette44:50 - Virgin IPO1:11:50 - CettireThanks for listening!Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcastSubscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcastFollow us on Instagram: https://www.instagram.com/contrarianspodFollow us on TikTok: https://www.tiktok.com/@contrarianspodSee omnystudio.com/listener for privacy information.

Today's Sponsors: Safety Nest: ⁠www.safetynest.com.au⁠Affix: ⁠www.affix.com.au/contrarians⁠Mighty: ⁠www.mightypartners.com.au/contrarians⁠See omnystudio.com/listener for privacy information.

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/tbtc⁠Vanta: ⁠www.vanta.com/contrarians⁠ 00:00 - Adir's in Tel Aviv again.06:04 - Adam's Apple Woes18:30 - Mike's Switch 2 Review24:30 - Property Prices High Again25:30 - Country Road28:06 - Get Swift33:54 - Koala35:20 - David Jones & Qantas41:50 - Brett Blundy and Leays46:10 - Mecca 2023 Financials1:00:48 - JB Hi-FIThanks for listening!Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcastSubscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcastFollow us on Instagram: https://www.instagram.com/contrarianspodFollow us on TikTok: https://www.tiktok.com/@contrarianspodSee omnystudio.com/listener for privacy information.

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.au⁠Mighty: ⁠www.mightypartners.com.au/contrarians⁠ Affix: ⁠www.affix.com.au/contrarians⁠Thanks for listening!Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcastSubscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcastFollow us on Instagram: https://www.instagram.com/contrarianspodFollow us on TikTok: https://www.tiktok.com/@contrarianspodSee omnystudio.com/listener for privacy information.

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/tbtc⁠Vanta: www.vanta.com/contrarians00:00 - Intro7:25 - Adam's Quiz: AFR's Rich List35:42 - Labubu Craze45:20 - Eucalyptus1:05:02 - ATO News1:18:40 - Warby Parker & GoogleSee omnystudio.com/listener for privacy information.

00:00 - How does ambition change over time?12:00 - The guy's contrarian takes on AI20:22 - St. Kilda FC's boardToday's sponsors:Safetynest: www.safetynest.com.auMighty: ⁠www.mightypartners.com.au/contrarians⁠ Affix: ⁠www.affix.com.au/contrarians⁠ Thanks for listening!Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcastSubscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcastFollow us on Instagram: https://www.instagram.com/contrarianspodFollow us on TikTok: https://www.tiktok.com/@contrarianspodSee omnystudio.com/listener for privacy information.

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 10002:25 - Catapult12:15 - Adir's Question20:23 - Great Customer Service28.45 - Adir at McDonalds32:45 - Interest Rates42:50 - Joe Aston in Studio with Adam & AdirThis Week's Sponsor:Netwealth: ⁠www.netwealth.com.au⁠Vanta: ⁠www.vanta.com/contrarians⁠Thanks for listening!Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcastSubscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcastFollow us on Instagram: https://www.instagram.com/contrarianspodFollow us on TikTok: https://www.tiktok.com/@contrarianspodSee omnystudio.com/listener for privacy information.

00:00 - Medicinal cannabis + MDMA04:55 - Can AI be a financial planner?13:32 - Most important company data pointsToday's Sponsors:Mighty: ⁠www.mightypartners.com.au/contrarians⁠ Affix: ⁠www.affix.com.au/contrarians⁠ See omnystudio.com/listener for privacy information.

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 raise00:00 - Intro15:40 - Grand Prix Headline22:50 - Ubisoft, Massive and Gaming34:34 - Most profitable travel businesses40:00 - Customer service at LE1:01:00 - Pan from EatClub1:23:35 - HotDocAdir's Books:The Dream Architects by David PolfeldtThis week's sponsors:Netwealth: ⁠www.netwealth.com.au⁠ Telstra: ⁠www.telstra.com.au/tbtc⁠ Vanta: ⁠www.vanta.com/contrarians⁠ See omnystudio.com/listener for privacy information.

00:00 - Manage work travel09:30 - Property tax vs. Income tax16:19 - DigiCo IPO discussionToday's Sponsors:Affix: ⁠www.affix.com.au/contrarians⁠Mighty: ⁠www.mightypartners.com.au/contrarians⁠ See omnystudio.com/listener for privacy information.