Podcasts about Adir

Live from The Commons in Cremorne, Adam and Adir are joined by Chris Judd for a special Ask Us Anything episode.This week:How do we attract more capable people into politics?What would actually improve productivity in Australia?When should founders, investors and operators pivot, hold course or walk away?Got a question you want answered? Drop it in the comments!Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/

Luke Laretive joins Adam and Adir to unpack how Seneca approaches active investing, why its small-cap fund uses an unusually aligned fee structure, and where he still sees opportunities in an increasingly passive market. They dig into Australian Finance Group's mortgage and lending business, HMC Capital's brutal repricing, HealthCo and Healthscope, DigiCo, private credit and why the market may be overlooking some very cheap assets.00:00 - Luke Laretive and Seneca16:05 - AFG Deep Dive32:14 - HMC Capital Deep Dive40:11 - HealthCo, DigiCo and Private CreditThis episode was part of a paid partnership with Seneca Financial Solutions. We thank them for supporting the pod and keeping all of our content free.Visit https://senecafs.com.au/ to learn more.Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/

Adam and Adir record live from The Commons in Cremorne, covering Australia's worsening housing and rent crisis, Apple's rumoured folding iPhone, the company's pricing power, and whether AI's frontier model economics can survive customers moving to cheaper alternatives. Chris Judd then joins to talk markets, uncertainty, inflation, US debt, Cogstate, MAAS Group, Firmus, data centres, founder-led investing and why the best returns often come from backing people prepared to think differently.00:00 - Live From The Commons03:07 - Australia's Housing and Rent Crisis19:02 - Apple's Folding iPhone30:30 - AI Models and Data Centres35:10 - Chris Judd Joins Pod46:31 - Chris Judd's Macro View58:18 - Cogstate1:03:37 - MAAS Group and Firmus1:16:02 - Founder-Led InvestingA big thank you to the team at The Commons for hosting our first live episode of the pod (or something like that). You can link to their website here: https://www.thecommons.com.au/Link to Cerutty Macro Fund: https://ceruttymacrofund.com.au/Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/

Adam and Adir debate whether founders and senior executives should be allowed to sit on external boards while running a business, before turning to the coming pressure on big law fees as AI starts breaking the traditional leverage model. They also unpack Yo-Chi's extraordinary rise, its reported billion-dollar-plus valuation, global expansion plans, store economics, and why timing, product and execution can turn a good retail concept into a monster business.01:05 - The CEO Board Seat Debate09:26 - AI Comes For Big Law24:29 - Yo-Chi's $2bn Valuation29:54 - Why Yo-Chi Worked38:55 - Yo-Chi's Global UpsideJoin us on Substack for articles, news and more: https://www.thecontrarianspod.com/

נסיון לחזור לשגרה (סוג של) בתקווה שימשיך.... חלפו למעלה מארבע שנים מאז הראיון הקודם שעשיתי עם אדיר, מאז העומס על הסיסו רק גדל בצורה אקספוננציאלית והצורך לקיים ממשל תאגידי בנושא סייבר הפך לחובה.   הדבר נכון לגופים גדולים ובינלאומיים ולמעשה לכול ארגון באשר הוא, במקום שאין גידור סיכונים ולמשתמש הקצה אין גבולות ברורים והבנה הנושא של "טעות" הופכת לסיכון ארגוני בל ישוער. נחשון פינקו מארח את אדיר בן חמו דירקטור וסיסו גלובלי בחברת פיברו מוצרי בריאות לבעלי חיים על שילוב מערכות מידע ומערכות תפעוליות, שדרוג תשתיות ותוכנות בסביבת ייצור עלמנת לבנות מודל אחיד לפריסה העולמית. תהליכי ממשל ארגוני עבודה בסין מול רגולציות שונות מהמוכר והידוע של המערב חילופי דורות וכניסת דורות צעירים בצוותי התפעול מביאים איתם מודעות סייבר, רצון לשנות ולהשתפר בעזרת טכנולוגיות עדכניות ה SOC ככלי רב ערך וההבדל בין חברות בארה"ב וישראל ההיי. איי שמדיר שינה מעיניו של כול סיסו

Adam and Adir unpack Expert360’s painful sale, why founders need to think carefully about golden windows, and what CTM’s return to the ASX says about survival, short sellers and investor risk. They also dig into Iran’s blockade problem, student politics at Monash, Alastair Clarkson’s messy North Melbourne exit, and the athlete rich list quiz that turns into a bigger conversation about brand, equity and celebrity power. 00:00 - Intro12:20 - Alistair Clarkson & North Melbourne25:08 - Student Politics at Monash36:17 - The Athlete Rich List Quiz50:30 - Iran and the Straight of Hormuz1:02:30 - Expert3601:16:04 - CTM Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/ Try Braze

Join Rabbi Joey Rosenfeld as he guides us through the world and major works of Kabbalah, Hasidic masters, and Jewish philosophy, shedding light on the inner life of the soul.Support Reb Joey's Torah: ⁠⁠⁠https://inwardtorah.org/support⁠⁠

Australia’s retail stocks are getting smashed, but Adam and Adir think the sell-off could finally be creating opportunities in businesses like JB Hi-Fi, Kogan and Koala. Meanwhile, Cettire has lost 95% of its value in two years and its latest results raise even more questions about how long the luxury retailer can keep going. 00:00 Australian Retail Stocks Are Getting Smashed12:41 Kogan, Temple & Webster and Koala16:40 Cettire’s Collapse & The Art of Contrarian Investing Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/ Try Braze

Lo nuevo en @Viapodcast: -Netflix amplía su apuesta por los pódcast con nuevos programas.-Buzzsprout simplifica la distribución de pódcast en múltiples plataformas.-Veteranos del podcasting crean Everywhere para impulsar la publicidad de los creadores.Inteligencia artificial-ChatGPT abre una nueva vía para la publicidad.-Google amplía su apuesta por el diseño con IA.PatrociniosSuscríbete a la newsletter de Vía Podcast y recibe a diario en tu bandeja de entrada las últimas noticias de inteligencia artificial, marketing digital y podcasting.

Adam and Adir unpack the investor fight building around Canva, AirTree and the painful question of when early backers should finally get liquidity. They also dig into Xero’s shareholder revolt, Corporate Travel Management’s surprise rescue deal, Zoox’s lost upside, the return of hardware startups, and why Disney might be one of the rare businesses with almost every major competitive power. 00:00 - Defcon Merch and Tansu’s First Week07:14 - Zoox16:31 - Vanguard Smart Glasses23:05 - Leo Esaki's Five Don'ts27:47 - Disney's Hidden Powers35:53 - GTA VI43:13 - Eureka Pet Co.48:20 - Victoria's Crime Problem58:04 - Canva1:13:19 - Xero's Shareholder Revolt1:20:40 - CTM The first 20 listeners to use code "TCfirst20" at Tanssu.com will redeem the offer mentioned in this week's episode: https://www.tanssu.com/discount/TCfirst20. Add “The Set” to your cart in any colour. Then at checkout, the code will remove the cost of the tote. Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/

Join Rabbi Joey Rosenfeld as he guides us through the world and major works of Kabbalah, Hasidic masters, and Jewish philosophy, shedding light on the inner life of the soul.Support Reb Joey's Torah: ⁠⁠⁠https://inwardtorah.org/support⁠⁠

Adam and Adir unpack the strange economics of AI, with OpenAI burning billions, Anthropic claiming explosive growth, and investors still trying to work out where the real profits will come from. They also dig into Temple & Webster’s brutal share price collapse, the limits of its retail model, and why even strong operators can struggle inside a brutally hard business. 00:00 - OpenAI, Anthropic and The AI Money Problem14:39 - Temple & Webster Gets Whacked Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/

Adam and Adir are joined by negotiation expert Vicki Medvec to discuss how to negotiate better deals, use anchoring, understand BATNA, manage emotion, create multiple offers, avoid losing value at the finish line and solve the other side’s problem. Vicki also explains bucket issues, storytelling issues, negotiation power, cross-cultural differences and why the best negotiators focus less on themselves and more on what the other side really needs. Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/ Buy Vicki's Book: https://www.amazon.com.au/Negotiate-without-Fear-Strategies-Maximize/dp/1119719097

Adam and Adir cover a messy week of airports, taxis, AI tools and data privacy before turning to Sydney's Pullman Five and the erosion of the presumption of innocence in public life. They also unpack Culture Amp’s AI data changes, Spirit Airlines’ email archive being sold for training data, Guzman y Gomez’s impressive result, and Adir’s long, painful, surprisingly successful launch of his new luggage brand Tanssu. 00:00 - Wispr, RSI and The Curse in Disguise07:12 - Telstra’s Futurama Phone Box Fail10:13 - Mobile Phones, Parenting and Always Being Contactable12:35 - Uber, Taxis and Airport Chaos18:28 - Adir’s New York Cafe Story22:23 - DEF CON, Delta Wi-Fi and Executive Deepfakes36:01 - Sydney's Pullman Five and Presumption of Innocence47:52 - Culture Amp, AI Training Data and Privacy58:57 - Guzman y Gomez’s Big Result1:21:06 - Tanssu Launch The first 20 listeners to use code "TCfirst20" at Tanssu.com will redeem the offer mentioned in this week's episode: https://www.tanssu.com/discount/TCfirst20. Add “The Set” to your cart in any colour. Then at checkout, the code will remove the cost of the tote.

Reb Joey explores the hidden order within the apparent entanglement of lived experience. Through the mystical imagery of the se'aros—the hairs through which higher light descends into the worlds—we encounter the difference between the simplicity and clarity of the upper realms and the complexity, doubt, and fragmentation of life below.Support Reb Joey's Torah: ⁠⁠⁠https://inwardtorah.org/support⁠⁠

Adam and Adir unpack the growing pressure in Australia’s housing market, with falling prices, sticky inflation and the fallout from the federal budget creating a messy economic picture. They also dig into NVIDIA’s latest AI infrastructure financing play, why CUDA may not be as untouchable as it once looked, and whether the AI boom is starting to look more fragile. Plus, Canva’s valuation gets marked down, SaaS multiples come back to earth, and Blackbird raises another billion dollars. 00:00 - Australia's Housing Crash10:21 - NVIDIA24:45 - Canva's Valuation Markdown Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/

Adam and Adir unpack San Francisco’s AI-fuelled tech boom, from Waymo and Zoox to Figma’s aggressive push and Lovable’s wild valuation. Later, Adir explains what DEF CON reveals about modern cybersecurity, before John Stensholt joins to discuss Tech Bros, Atlassian’s founder breakup and the strange billionaire world of Mike Cannon-Brookes and Scott Farquhar. GET YOUR TICKET TO THE CONTRARIANS LIVE! https://events.humanitix.com/the-contrarians-live John Stensholt's book 'Tech Bros' is available now: https://harpercollins.com.au/products/9781460769492 00:00 - San Francisco, Waymo and Zoox08:00 - Figma, AI and the API Boom17:15 - Lovable’s $13bn Valuation21:45 - Contrarians Live Show Announcement26:30 - LinkedIn’s Algorithm Problem31:30 - DEF CON, Hackers and Cybersecurity51:15 - John Stensholt on Tech Bros and Atlassian Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/

In this shiur, Reb Joey explores the hidden order within the apparent entanglement of lived experience. Through the mystical imagery of the se'aros—the hairs through which higher light descends into the worlds—we encounter the difference between the simplicity and clarity of the upper realms and the complexity, doubt, and fragmentation of life below.Support Reb Joey's Torah: ⁠⁠⁠https://inwardtorah.org/support⁠⁠

Adam and Adir discuss Zoox, Waymo, autonomous cars, Xero’s strange Vegas advertising, Sukhinder Singh Cassidy, Victoria’s work-from-home laws, Delta One, airline lounges, Jetstar’s carry-on bag crackdown, Ryanair, Canva’s slowing growth, AI design tools, Claude, OpenAI, Figma, Atlassian’s profit pivot and the future of Australia’s biggest tech companies. Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/See omnystudio.com/listener for privacy information.

Continuing in the Ramchal's Adir BaMarom, Reb Joey explores the tikkunim of the hairs of the Golgalta and the way infinite light begins to take shape within the structures of revelation.Through the interplay of Ma and Ben, Tohu and Tikkun, we begin to see how apparent chaos is gathered into order, balance, and particular expression.Explore more teachings and resources: ⁠⁠https://inwardtorah.org⁠⁠Support Reb Joey's Torah: ⁠⁠https://inwardtorah.org/support⁠⁠

Adam and Adir discuss Canva’s slowing growth, its $60 billion valuation, Figma, Meta, AI design tools, OpenAI, Anthropic, the pressure on Australia’s biggest private tech company, eBay’s corporate terrorism scandal, the Steiners, Devin Wenig, CEO accountability, the $55 million settlement and why corporate consequences rarely reach the top. Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/See omnystudio.com/listener for privacy information.

This week, Hillary Kerr chats with celebrity hairstylist and Creative Director of haircare brand Virtue Labs Adir Abergel. Abergel works with the likes of Kristen Stewart and Nicole Kidman, but today, he's here to talk about Charlize Theron's The Odyssey press tour looks. From styling her gravity-defying bob to the exact products he uses on his clients' hair to achieve such flawless results, they cover it all. Watch this episode on our new YouTube channel⁠⁠⁠⁠, and be sure to subscribe!

This week, Hillary Kerr chats with celebrity hairstylist and Creative Director of haircare brand Virtue Labs Adir Abergel. Abergel works with the likes of Kristen Stewart and Nicole Kidman, but today, he's here to talk about Charlize Theron's The Odyssey press tour looks. From styling her gravity-defying bob to the exact products he uses on his clients' hair to achieve such flawless results, they cover it all. Watch this episode on our new YouTube channel⁠⁠⁠⁠, and be sure to subscribe!

Adam and Adir discuss Ben Carroll replacing Jacinta Allan, Victoria’s work-from-home laws, credit card fees, AI chatbots, bad customer experience, the “logo CEO” problem, Qantas, Alan Joyce, self-managed super property changes, Gen Z drinking habits, OSW and the battery boom, Anthony Fauci, COVID lockdowns, Leopold Aschenbrenner’s AI fund blow-up, Anthropic, Nvidia and the AI bubble. 01:07 - Victoria's Leadership Change06:52 - Credit Cards13:20 - AI Customer Service18:26 - Logo Changes and Rebrands27:08 - Alan Joyce41:08. - Property Rules51:59 - OSW1:03:22 - Fauci, COVID and the Pandemic Reckoning1:16:30 - Leo Lats, AI Leverage and Bubble Behaviour Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/ See omnystudio.com/listener for privacy information.

Join Rabbi Joey Rosenfeld as he guides us through the world and major works of Kabbalah, Hasidic masters, and Jewish philosophy, shedding light on the inner life of the soul. To learn more, visit JoeyRosenfeld.com

Adam and Adir discuss Tesla’s profit collapse, Elon Musk’s valuation premium, robotaxis, self-driving, BYD, SpaceX, Starlink, Richard White, Immutable, blockchain gaming, NFTs, crypto tokens, Australia’s unicorn bubble and the $3.5 billion valuation that never made sense. Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/ See omnystudio.com/listener for privacy information.See omnystudio.com/listener for privacy information.

Adam and Adir discuss the Labor Party conference, Ed Husic, Jacinta Allan’s political problems, Victoria’s unemployment rate, a 1998 celebrity earnings quiz, Etched and the AI chip race, Nvidia, OpenAI, KPMG’s Lendlease audit scandal, Waymo vs Uber, Revolut, bank fees, Jim Chalmers’ housing policy and Australia’s property risk. Watch the video Adam mentions: https://www.instagram.com/reels/DbNXhESCeXM/ 2:06 - Ed Husic and the Gaza Debate8:46 - Jacinta Allen and Victorian Labor13:45 - Work From Home Laws19:19 - Highest Earning Celebrities of 199835:33 - Nvidia's Margin Problem57:11 - KPMG1:00:36 - Waymo1:09:53 - Mid Roll1:10:17 - Revolut1:17:53 - First Home Buyers Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/ See omnystudio.com/listener for privacy information.See omnystudio.com/listener for privacy information.

Join Rabbi Joey Rosenfeld as he guides us through the world and major works of Kabbalah, Hasidic masters, and Jewish philosophy, shedding light on the inner life of the soul. To learn more, visit JoeyRosenfeld.com

Adam and Adir discuss luxury hotel inflation, Instagram status games, SpaceX’s valuation drop, Starlink’s powers, Tesla vs BYD, Australia’s best-selling cars, Atlassian’s Loom problem, Mike Cannon-Brookes and Adam’s safari life. Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/ See omnystudio.com/listener for privacy information.See omnystudio.com/listener for privacy information.

Adam and Adir discuss safari business lessons, England vs Argentina, Murderbot Diaries and $0.99 Kindle funnels, Uber One, Lux Plus, Marxism, social democracy, Xero’s CEO share sale, SEN circling ARN, Jackie O, 4DMedical, Pro Medicus comparisons and meme stock valuations. Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/ 00:00 - Adam’s Safari Experience11:08 - England vs Argentina and Why Playing Defence Kills Winners15:35 - 99c Kindle Funnel22:14 - Uber One vs Lux Plus31:20 - Collective Noun Quiz36:17 - Marxism & Capitalism55:10 - Xero’s CEO Share Sale1:15:38 - SEN & ARN1:26:04 - 4DMedicalSee omnystudio.com/listener for privacy information.

Join Rabbi Joey Rosenfeld as he guides us through the world and major works of Kabbalah, Hasidic masters, and Jewish philosophy, shedding light on the inner life of the soul. To learn more, visit JoeyRosenfeld.com

Adam & Adir examine Bending Spoon's extraordinary rise, its blockbuster IPO, comparisons with Berkshire Hathaway and Constellation Software, the risks created by its aggressive use of leverage, and whether Bending Spoons is an ingenious software conglomerate or an enormously overvalued house of cards. Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/See omnystudio.com/listener for privacy information.

Adam and Adir discuss EasyJet and the economics of discount airlines, Telstra’s outage, Twinkies, protein mania, gambling, Norway’s sporting machine, work from home obesity, Nvidia and Fermi’s AI bubble, Bitcoin, TEG, Ticketek and Live Nation.Watch the Luton Airport Prank Video: https://www.youtube.com/watch?v=Ya_LluCl16k Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/ See omnystudio.com/listener for privacy information.See omnystudio.com/listener for privacy information.

Join Rabbi Joey Rosenfeld as he guides us through the world and major works of Kabbalah, Hasidic masters, and Jewish philosophy, shedding light on the inner life of the soul. To learn more, visit JoeyRosenfeld.com

Happy Saturday! We’re answering another batch of your questions this week. This week you asked:

Adam and Adir discuss London’s heat wave, Victoria’s crime wave, Labor’s housing mess, the world’s most profitable companies, Nvidia and the AI bubble, remote work, Canva vs Figma, Koala, SkinKandy, The Man Shake and the latest Corporate Travel disaster. 00:00 - London's Heat Wave06:00 - Victoria's Crime Wave and the Housing Debate14:00 - The 30 Most Profitable Companies23:00 - The AI Bubble, Nvidia and the $7 Trillion Question44:00 - CGT, Capitalism and Labor's Budget Backlash54:00 - Remote Work, Gen Z and Canva's Office Crackdown1:05:01 - Koala, SkinKandy and the ASX IPO Problem1:10:00 - Man Shake1:20:00 - Corporate Travel's Latest Disaster Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/See omnystudio.com/listener for privacy information.

Join Rabbi Joey Rosenfeld as he guides us through the world and major works of Kabbalah, Hasidic masters, and Jewish philosophy, shedding light on the inner life of the soul. To learn more, visit JoeyRosenfeld.com

Happy Saturday! We’re back with another round of listener questions. This week you asked:

Adam and Adir break down whether Canva has missed its golden window to sell, why Karl’s split with Nine might be a brilliant media move, and how the government’s startup tax carve-outs could smash founders and employees. Plus, Will joins for a quick behind-the-scenes update on The Contrarians as a standalone media business. 00:00 - Update from Will18:00 - Choosing a Chair for a Business35:00 - World Cup Lessons41:00 - Karl Stefanovic1:02:00 - Claude Design1:23:00 - More CGT Discussion Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/ See omnystudio.com/listener for privacy information.

Join Rabbi Joey Rosenfeld as he guides us through the world and major works of Kabbalah, Hasidic masters, and Jewish philosophy, shedding light on the inner life of the soul. To learn more, visit JoeyRosenfeld.com

Scott Middleton from Terem Capital joins Adam and Adir to break down Accent Group’s business model, the strength of The Athlete’s Foot, the Hoka opportunity, the Glue Store write-off, the risks in fashion retail, and whether Frasers is trying to buy the company too cheaply. Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/See omnystudio.com/listener for privacy information.

Join Rabbi Joey Rosenfeld as he guides us through the world and major works of Kabbalah, Hasidic masters, and Jewish philosophy, shedding light on the inner life of the soul. To learn more, visit JoeyRosenfeld.com

Happy Saturday! It’s time for another round of listener Q&A. This week you asked:

Join Rabbi Joey Rosenfeld as he guides us through the world and major works of Kabbalah, Hasidic masters, and Jewish philosophy, shedding light on the inner life of the soul. To learn more, visit JoeyRosenfeld.com

Join Rabbi Joey Rosenfeld as he guides us through the world and major works of Kabbalah, Hasidic masters, and Jewish philosophy, shedding light on the inner life of the soul. To learn more, visit JoeyRosenfeld.com

Join Rabbi Joey Rosenfeld as he guides us through the world and major works of Kabbalah, Hasidic masters, and Jewish philosophy, shedding light on the inner life of the soul. To learn more, visit JoeyRosenfeld.com

Join Rabbi Joey Rosenfeld as he guides us through the world and major works of Kabbalah, Hasidic masters, and Jewish philosophy, shedding light on the inner life of the soul. To learn more, visit JoeyRosenfeld.com

Join Rabbi Joey Rosenfeld as he guides us through the world and major works of Kabbalah, Hasidic masters, and Jewish philosophy, shedding light on the inner life of the soul. To learn more, visit JoeyRosenfeld.com

Join Rabbi Joey Rosenfeld as he guides us through the world and major works of Kabbalah, Hasidic masters, and Jewish philosophy, shedding light on the inner life of the soul. To learn more, visit JoeyRosenfeld.com