The Contrarians with Adam and Adir

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 Thanks for listening! Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast See omnystudio.com/listener for privacy information.

Happy Saturday! We’re back with another Q&A episode of the show. This week you asked:

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-podcastSee omnystudio.com/listener for privacy information.

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

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.

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.

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.

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?

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-podcastSee omnystudio.com/listener for privacy information.

This week we’re answering:

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-podcastSee omnystudio.com/listener for privacy information.

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:

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 See omnystudio.com/listener for privacy information.

It’s Saturday, so a new Ask Us Anything episode is up now. This week we’re answering: ❓ Negative experiences with reputable businesses

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! 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.

It’s Saturday, so get your ears on our new Ask Us Anything episode! This week you asked:

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! 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.

It’s Saturday, so get your ears on our new Ask Us Anything episode! This week you asked:

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 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.

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?

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? 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.

It’s Saturday, so get your ears on our new Ask Us Anything episode! This week we’re talking:

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. 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.

It’s Saturday, so our Ask Us Anything episode is fresh in your feed and ready to listen to! This week we’re talking:

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. 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 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. 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 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. 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 give their predictions for 2026 and review how they went for 2025 no holds barred. 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 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 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 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? 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.

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. 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 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.See omnystudio.com/listener for privacy information.

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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. 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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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.See omnystudio.com/listener for privacy information.

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. 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 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. 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 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. Thanks to our sponsor Terem Capital. Thinking of selling your business? Visit https://terem.capital/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! 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 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. Thanks to our sponsor Terem Capital. Thinking of selling your business? Visit https://terem.capital/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.

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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. Thanks to our sponsor Terem Capital. Thinking of selling your business? Visit https://terem.capital/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.