The Contrarians with Adam and Adir

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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.

Adam Schwab and Adir Shiffman


    • Jun 16, 2025 LATEST EPISODE
    • weekdays NEW EPISODES
    • 1h 31m AVG DURATION
    • 106 EPISODES


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    Latest episodes from The Contrarians with Adam and Adir

    Virgin IPO, Immutable Questions, YouTube Goes Too Premium, Adir's US Adventures, Israel's Masterstroke and Adam's Cettire Victory Lap

    Play Episode Listen Later Jun 16, 2025 89:26


    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/@contrarianspod

    Ask Us Anything: Business & politics + What have we changed our minds on?

    Play Episode Listen Later Jun 13, 2025 30:25


    Today's Sponsors: Safety Nest: ⁠www.safetynest.com.au⁠Affix: ⁠www.affix.com.au/contrarians⁠Mighty: ⁠www.mightypartners.com.au/contrarians⁠

    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

    Play Episode Listen Later Jun 9, 2025 92:40


    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/contrariansTelstra: ⁠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/@contrarianspod

    Ask Us Anything: What really happens in the Qantas lounge + Angel Investing Tips + Where to stash your emergency $1M!

    Play Episode Listen Later Jun 6, 2025 28:01


    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/@contrarianspod

    Labubu Mania, Webjet Takeover, Rich List Deep Dive, Eucalyptus Face Off, Waymo and Warby Parker

    Play Episode Listen Later Jun 2, 2025 95:07


    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 & Google

    Ask Us Anything: How does ambition change over time? + Contrarian takes on AI

    Play Episode Listen Later May 30, 2025 28:03


    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/@contrarianspod

    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

    Play Episode Listen Later May 26, 2025 111:14


    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/@contrarianspod

    Ask Us Anything: The most important data points for business + Can AI be a financial planner!?

    Play Episode Listen Later May 23, 2025 26:16


    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

    World's Biggest Travel Businesses, DoorDash Goes Large, HotDoc's Missing Dance Partner and the guys speak to EatClub Founder Pan Koutlakis

    Play Episode Listen Later May 19, 2025 100:21


    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

    Ask Us Anything: Managing Work Travel with Family Commitments + Adam's Property Solution

    Play Episode Listen Later May 16, 2025 25:14


    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

    Mecca's Loyalty Win, Tony's Chocolonely, Waymo, Pet Circle Struggles, Netflix and Would You Have Dinner with Warren Buffett?

    Play Episode Listen Later May 12, 2025 89:58


    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 Programs21:50 - AI Chat36:11 - Tony's Chocolonely45:00 - Netflix and the Growth of Docos47:17 - Pet Circle58:40 - Warren Buffet's RetirementNetwealth: www.netwealth.com.auTelstra: www.telstra.com.au/tbtcVanta: www.vanta.com/contrarians

    Ask Us Anything: How to manage your time + Is DEI actually helpful for business?

    Play Episode Listen Later May 9, 2025 34:08


    00:00 - How Adam & Adir manage their time10:46 - DEI in business21:02 - What industry would you focus on today?Thanks to our sponsors:Safety Nest: ⁠www.safetynest.com.au⁠ Mighty: www.mightypartners.com.au/contrariansVanta: 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/@contrarianspod

    Apple's Disaster, Atlassian Crashes, Tesla's Struggles, Election Breakdown and Adir's New Voting Idea

    Play Episode Listen Later May 5, 2025 102:50


    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 system00:00 - Intro07:30 - Australian Election Breakdown49:00 - Adir's LinkedIn Survey Update53:50 - Nintendo Update55:15 - Brambles57:15 - Warren Buffet1:08:35 - Apple's Woes1:16:57 - Atlassian1:31:02 - Storage IndustriesThis week's sponsors:Netwealth: ⁠www.netwealth.com.au⁠Telstra: ⁠www.telstra.com.au/tbtc⁠Vanta: ⁠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/@contrarianspod

    Ask Us Anything: Adam & Adir's political party!? + Starting a board career

    Play Episode Listen Later May 2, 2025 33:35


    00:00 - Starting a board career12:05 - Adam & Adir's personal business stories22:10 - Policies from Adam & Adir's pretend political partyThis week's sponsors:Safety Nest: ⁠⁠www.safetynest.com.au⁠⁠DMG: ⁠⁠www.digitalmindsgroup.com.au⁠⁠Affix: ⁠⁠www.affix.com.au/contrarians⁠⁠Mighty Partners: ⁠www.mightypartners.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/@contrarianspod

    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

    Play Episode Listen Later Apr 28, 2025 110:35


    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 - Intro13:00 - Free Campsites in Vic?17:00 - Adam's Printer Nightmare27.25 - Adore Beauty32:25 - Would you pay extra to fly without kids?35:07 - Airport Parking39:20 - Yo-Chi46:08 - Anzac Day Trading57:37 - Lego Stores in Australia59:45 - Should you buy the dip?1:20:25 - James Hardie1:28:55 - Coachella + BNPL1:37:59 - Founder EmpathyThis week's sponsors:Netwealth: ⁠www.netwealth.com.au⁠Telstra: ⁠www.telstra.com.au/tbtc⁠Vanta: ⁠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/@contrarianspod

    Ask Us Anything: What if the ATO & IRS accepted crypto? + How to take a start up to the next level?

    Play Episode Listen Later Apr 25, 2025 26:16


    00:00 - Intro03:11 - ATO & IRS accepting crypto13:11 - How to grow a start up to the next level18:50 - What is something business related the guys have changed their minds about?Safety Nest: ⁠www.safetynest.com.au⁠ Mighty: www.mightypartners.com.au/contrariansAffix: ⁠www.affix.com.au/contrarians⁠DMG: ⁠www.digitalmindsgroup.com.au⁠

    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

    Play Episode Listen Later Apr 21, 2025 105:03


    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 + LVMH15:17 - Instagram Ads20:50 - Bookstore Experiences25:36 - Curb Your Enthusiasm Story28:40 - Vaccines32:36 - Temple & Webster39:10 - Cettire46:00 - Club Med & The Eighth Power53:38 - LinkedIn Censorship?57:34 - Skip the Line1:05:25 - Qantas Points1:21:10 - LE's New Loyalty Program 1:28:00 - Interest RatesThis week's sponsors:Netwealth: ⁠www.netwealth.com.au⁠Telstra: ⁠www.telstra.com.au/tbtc⁠Vanta: ⁠www.vanta.com/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/@contrarianspod

    Ask Us Anything: How to grow the Aussie Tech Industry + Can Aussie businesses succeed overseas?

    Play Episode Listen Later Apr 18, 2025 26:23


    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.au⁠⁠DMG: ⁠www.digitalmindsgroup.com.au⁠Affix: ⁠⁠www.affix.com.au/contrarians⁠⁠Send us questions!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/@contrarianspod

    StrongRoom Disaster, Prada and Versace, Adir's Big Time Meeting, Tariff Deep Dive, Uber's Hits and Misses and Nintendo's Big Swing

    Play Episode Listen Later Apr 14, 2025 112:08


    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 - Intro05:30 - Adir Meets Peter Dutton19:45 - Nintendo Switch 2 25:40 - Australia's Social Media Ban29:48 - Adam's Customer Service Woes (Qantas, Air India, Uber)42:10 - Southeast Water53:10 - Prada and Versace57:10 - Fyre Festival Returns?1:04:18 - Trump Tariffs1:39:59 - StrongRoom This week's Sponsors:NetWealth: ⁠netwealth.com.auTelstra: ⁠telstra.com.au/tbtc⁠Vanta: ⁠vanta.com/contrariansDMG: ⁠digitalmindsgroup.com.auThanks 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/@contrarianspod

    Live Ep! REA v Domain, are Private Markets the new Public Markets, Biggest Clothing Companies and Live Audience Questions

    Play Episode Listen Later Apr 7, 2025 98:08


    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 audience00:00 - Intro15:00 - Top 10 World's Largest Clothing Companies27:40 - Public Private Markets38:00 - Co-Star / Domain1:05:54 - Drone Deliveries1:13:30 - Q&ANetWealth: ⁠netwealth.com.auDMG: ⁠digitalmindsgroup.com.auVanta: ⁠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/@contrarianspod

    Reject Shop Glory, MisRes Doldrums, Warby Parker, South West Airlines, Koala's Ambitious IPO, Wisetech, Hotels Behaving Badly and Dan Andrews Shunned

    Play Episode Listen Later Mar 31, 2025 114:33


    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 Hotels22:44 - Daniel Andrews Shunned?27:40 - The Business of Hair33:25 - What are Chinese graduate students studying?37:42 - The Reject Shop's Win53:35 - Koala + The Mattress Industry1:09:08 - MinRes1:29:45 - Warby Parker1:45:52 - SpecsaversThanks to this week's sponsors:NetWealth: ⁠netwealth.com.auVanta: ⁠vanta.com/contrariansDMG: ⁠digitalmindsgroup.com.auThanks 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/@contrarianspod

    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

    Play Episode Listen Later Mar 24, 2025 93:16


    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 - Intro13:12 - Cal.AI24:58 - BYD31:08 - Space X and NASA39:57 - Xero55:10 - Premier Investments1:09:10 - John Stensholt and The List Our Sponsors: NetWealth: netwealth.com.auVanta: vanta.com/contrariansDMG: digitalmindsgroup.com.auThanks 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/@contrarianspod

    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

    Play Episode Listen Later Mar 17, 2025 98:16


    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 snapThanks 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/@contrarianspod

    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

    Play Episode Listen Later Mar 10, 2025 114:48


    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!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/@contrarianspod

    Wisetech Debacle. Cettire Disaster. Seek's Acquisition Stumbles and the World's Most Profitable Companies.

    Play Episode Listen Later Mar 3, 2025 115:39


    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 companiesThanks 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/@contrarianspod

    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

    Play Episode Listen Later Feb 24, 2025 119:19


    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!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/@contrarianspod

    Spotify's Genius, Is Chemist Warehouse Overvalued, Exclusive Canva News, Temple & Webster's Rebound and Correcting Last Week's Mistakes

    Play Episode Listen Later Feb 17, 2025 123:16


    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!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/@contrarianspod

    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

    Play Episode Listen Later Feb 10, 2025 115:58


    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 mattressSee the KFC Logo that Adir mentioned

    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

    Play Episode Listen Later Feb 3, 2025 124:48


    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. 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

    Wesfarmers Catch of the Day Disaster, Netflix Brilliant Strategy, Bumble's Troubles and ROKT Triumphs

    Play Episode Listen Later Jan 27, 2025 114:58


    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 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

    Has OpenAI Peaked? Sketchers Takes on Nike. Who should pay for the Wildfires? Has Gaming Lost the Plot and Bad Bad Airports

    Play Episode Listen Later Jan 20, 2025 114:42


    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! 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

    Is Uber Dying, Most Profitable Media Companies, Why Debt Kills, K-Mart Copy Cats, Tesla Directors Gotta Pay and our Best 2025 Predictions

    Play Episode Listen Later Jan 13, 2025 128:31


    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! 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

    Our 2025 Predictions, Culture Amp, NDIS Rorting, Adir's Travels and Adam's Movie of the Week

    Play Episode Listen Later Jan 6, 2025 111:31


    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 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

    Mecca Shines, Soho House Takeover, how Rich is the Top 1%, Adam's Book Club and how Important is a Brand Name?

    Play Episode Listen Later Dec 30, 2024 129:09


    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! 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

    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

    Play Episode Listen Later Dec 23, 2024 113:22


    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 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

    Netflix Kills Unlimited Leave, ClassPass Hero or Villain, Musk's Investment of the Century, Crumbl and Adir's Book Club

    Play Episode Listen Later Dec 16, 2024 94:11


    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 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

    The Iconic Struggles, Pro Medicus Triumphs, Porsche v Ferrari v Hermes, AFR Businessperson of the Year and Computer Games

    Play Episode Listen Later Dec 9, 2024 99:12


    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 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

    Starlink, Bitcoin, The Pros and Cons of Crowd Funding, unicorn Deep Dive and Adir the Celebrity

    Play Episode Listen Later Dec 2, 2024 122:07


    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 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

    Xero, Technology One and Palantir Go Big, Netflix, Martha's Comeback and the Rule of 40

    Play Episode Listen Later Nov 25, 2024 106:32


    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 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

    Quadlock, Chemist Warehouse, waiving HECS, Tech Sector Job Drought and the Importance of CFOs

    Play Episode Listen Later Nov 18, 2024 87:43


    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. 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

    Joe Aston Joins The Contrarians, Australia's Most Promising Companies and the End of Horse Racing,

    Play Episode Listen Later Nov 11, 2024 117:26


    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 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

    Qantas Upgrades, US Election, Roblox Struggles, Temple & Webster and the Nerds Gummy Cluster Phenomenon

    Play Episode Listen Later Nov 4, 2024 121:24


    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 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

    Wisetech, how to get great Service, Universities and the guys speak to Ben from Acquired

    Play Episode Listen Later Oct 28, 2024 120:01


    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 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

    23AndMe Fallout, #Desperate to Work, is the LVMH era over, Waymo Dominates and the Carry-On Baggage Dilemma

    Play Episode Listen Later Oct 21, 2024 102:38


    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.

    Is Wisetech the most Overvalued Big Business in Australia, Canva Backs Down, Doctors, Biggest Social Media Platforms and Listener Questions

    Play Episode Listen Later Oct 14, 2024 93:48


    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? 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

    Qatar Virgin Magic, OpenAI Goes All In, Netflix Dominates, SPC goes Original and is AirBNB done?

    Play Episode Listen Later Oct 7, 2024 121:59


    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 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

    RedBubble Disaster, Hipages' Quiet Achieving, Self-Driving's Big Impacts, Cygnett, Ticketing Illegality and FIFA Depreciation

    Play Episode Listen Later Sep 30, 2024 108:15


    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 Thanks for listening! Read the article: https://bit.ly/4en7ozy 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

    WFH Death Throes, Which Jobs Make the Most Money, Myer and the Retail Armageddon, BuildABear v Squishmellow Cash Fight

    Play Episode Listen Later Sep 23, 2024 127:27


    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 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

    Catapult Dominates, Nine Cleans House, More OnlyFans , Nintendo's Brilliance and the Queen of LinkedIn

    Play Episode Listen Later Sep 16, 2024 107:56


    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. 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 Follow Lisa Teh on Instagram: https://www.instagram.com/lisateh_/

    Founder Mode, OnlyFans Extreme Profits, Step One Delivers, Waymo and Cettire's Wild Week

    Play Episode Listen Later Sep 9, 2024 107:58


    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 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

    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?

    Play Episode Listen Later Sep 2, 2024 101:09


    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 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

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