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/@Co...
Jun 30, 2025•1 hr 48 min•Season 1Ep. 110
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:...
Jun 27, 2025•30 min•Season 1Ep. 109
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/contrarians Vanta: www.vanta.com/contrarians 00:00 - Intro: Adir's Injured 09:30 - Adir's Quiz: Highest Annual Revenue Per Employee 24:00 - Best Banh Mi? 32:39 - Ad...
Jun 23, 2025•1 hr 41 min•Season 1Ep. 108
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.
Jun 20, 2025•30 min•Season 1Ep. 107
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/contrarians Vanta: www.vanta.com/contrarians Telstra: www.telstra.com.au/tbtc 00:00 - Intro 3:55 - Investing in Defence? 11:50 - Chick-Fil-A 18:30 - Adam's Great Glasses Experience 21:30 - YouTube Premium Price Hike 30:50 - Another Apple Blunde...
Jun 16, 2025•1 hr 29 min•Season 1Ep. 106
Today's Sponsors: Safety Nest: www.safetynest.com.au Affix: www.affix.com.au/contrarians Mighty: www.mightypartners.com.au/contrarians See omnystudio.com/listener for privacy information.
Jun 13, 2025•30 min•Season 1Ep. 104
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/tbtc Vanta: www.vanta.com/contrarians 00:00 - Adir's in Tel Aviv again. 06:04 - Adam's Apple Woes 18:30 - Mike'...
Jun 09, 2025•1 hr 33 min•Season 1Ep. 104
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.au Mighty: 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-podcast Subscribe on YouTube for all our video content: https://https://www.youtube.com/@Contrar...
Jun 06, 2025•28 min•Season 1Ep. 103
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/tbtc Vanta: www.vanta.com/contrarians 00:00 - Intro 7:25 - Adam's Quiz: AFR's Rich List 35:42 - Labubu Craze 45:20 - Eucalyptus 1:05:02 - ATO News 1:18:40 - Warby Parker & ...
Jun 02, 2025•1 hr 35 min•Season 1Ep. 102
00:00 - How does ambition change over time? 12:00 - The guy's contrarian takes on AI 20:22 - St. Kilda FC's board Today's sponsors: Safetynest: www.safetynest.com.au Mighty: 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-podcast Subscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcast Follow us on Instagram: https...
May 30, 2025•28 min•Season 1Ep. 101
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 100 02:25 - Catapult 12:15 - Adir's Question 20:23 - Great Customer Service 28.45 - Adir at McDonalds 32:45 - Interest Rates 42:50 - Joe Aston in Stu...
May 26, 2025•1 hr 51 min•Season 1Ep. 100
00:00 - Medicinal cannabis + MDMA 04:55 - Can AI be a financial planner? 13:32 - Most important company data points Today's Sponsors: Mighty: www.mightypartners.com.au/contrarians Affix: www.affix.com.au/contrarians See omnystudio.com/listener for privacy information....
May 23, 2025•26 min•Season 1Ep. 99
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 raise 00:00 - Intro 15:40 - Grand Prix Headline 22:50 - Ubisoft, Massive and Gaming 34:34 - Most profitable travel businesses 40:00 - Customer service at LE 1:01:00 - Pan from EatClub 1:23:35 - HotDoc Adir's Books: The Dream Architects by David Polfeldt This week's sp...
May 19, 2025•1 hr 40 min•Season 1Ep. 98
00:00 - Manage work travel 09:30 - Property tax vs. Income tax 16:19 - DigiCo IPO discussion Today's Sponsors: Affix: www.affix.com.au/contrarians Mighty: www.mightypartners.com.au/contrarians See omnystudio.com/listener for privacy information.
May 16, 2025•25 min•Season 1Ep. 97
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 Programs 21:50 - AI Chat 36:11 - Tony's Chocolonely 45:00 - Netflix and the Growth of Docos 47:17 - Pet Circle 58:40 - Warren Buffet's Retirement Netwealth: www.netwealth.com.au Te...
May 12, 2025•1 hr 30 min•Season 1Ep. 96
00:00 - How Adam & Adir manage their time 10:46 - DEI in business 21:02 - What industry would you focus on today? Thanks to our sponsors: Safety Nest: www.safetynest.com.au Mighty: www.mightypartners.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:...
May 09, 2025•34 min•Season 1Ep. 95
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 system 00:00 - Intro 07:30 - Australian Election Breakdown 49:00 - Adir's LinkedIn Survey Update 53:50 - Nintendo Update 55:15 - Brambles 57:15 - Warren Buffet 1:08:35 - Apple's Woes 1:16:57 - Atlassian 1:31:02 - Storage Industries This week's sponsors: Netwealth: www.netwealth.com.au Te...
May 05, 2025•1 hr 43 min•Season 1Ep. 94
00:00 - Starting a board career 12:05 - Adam & Adir's personal business stories 22:10 - Policies from Adam & Adir's pretend political party This week's sponsors: Safety Nest: www.safetynest.com.au DMG: www.digitalmindsgroup.com.au Affix: www.affix.com.au/contrarians Mighty Partners: 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...
May 02, 2025•34 min•Season 1Ep. 93
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 - Intro 13:00 - Free Campsites in Vic? 17:00 - Adam's Printer Nightmare 27.25 - Adore B...
Apr 28, 2025•1 hr 51 min•Season 1Ep. 92
00:00 - Intro 03:11 - ATO & IRS accepting crypto 13:11 - How to grow a start up to the next level 18:50 - What is something business related the guys have changed their minds about? Safety Nest: www.safetynest.com.au Mighty: www.mightypartners.com.au/contrarians Affix: www.affix.com.au/contrarians DMG: www.digitalmindsgroup.com.au See omnystudio.com/listener for privacy information....
Apr 25, 2025•26 min•Season 1Ep. 91
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 + LVMH 15:17 - Instagram Ads 20:50 - Bookstore Experiences 25:36 - Curb Your Enthusiasm Story 28:40 - Vaccines 32:36 - Temple & Webster 39:10 - Cettire 46:00 - Club Med & The Eighth Power 53:38 - LinkedIn Cens...
Apr 21, 2025•1 hr 45 min•Season 1Ep. 90
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.au DMG: www.digitalmindsgroup.com.au Affix: www.affix.com.au/contrarians Send us questions! Thanks for listening! Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast Subscribe on YouTube ...
Apr 18, 2025•26 min
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 - Intro 05:30 - Adir Meets Peter Dutton 19:45 - Nintendo Switch 2 25:40 - Australia's Social Media Ban 29:48 - Adam's Customer Service Woes (Qantas, Air India, Uber) 42:10 - Southeast Water 53:10 - Prada and Versace 57:10 - Fyre Festival Returns? 1:04:18 -...
Apr 14, 2025•1 hr 52 min•Season 1Ep. 88
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 audience 00:00 - Intro 15:00 - Top 10 World's Largest Clothing Companies 27:40 - Public Private Markets 38:00 - Co-Star / Domain 1:05:54 - Drone Deliveries 1:13:30 - Q&A NetWealth: netwealth.com.au DMG: digitalmindsgroup.com.au Vanta: vanta.com/contr...
Apr 07, 2025•1 hr 38 min•Season 1Ep. 87
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 Hotels 22:44 - Daniel Andrews Shunned? 27:40 - The Business of Hair 33:25 - What are Chinese graduate students studying? 37:42 - The Reject Shop's Win 53:35 - Koala + The Mattress Industry 1:09:08 - MinRes 1:29:45 - Warby Parker 1:45:52 - Specsavers Thanks...
Mar 31, 2025•1 hr 55 min•Season 1Ep. 86
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 - Intro 13:12 - Cal.AI 24:58 - BYD 31:08 - Space X and NASA 39:57 - Xero 55:10 - Premier Investments 1:09:10 - John Stensholt and The List Our Sponsors: NetWealth: netwealth.com.au Va...
Mar 24, 2025•1 hr 33 min•Season 1Ep. 85
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 snap Thanks for listening! Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast Subscribe on YouTube for all o...
Mar 17, 2025•1 hr 38 min•Season 1Ep. 84
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-podcast Subscribe on YouTube for all our ...
Mar 10, 2025•1 hr 55 min•Season 1Ep. 83
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 companies 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/@cont...
Mar 03, 2025•1 hr 56 min•Season 1Ep. 82
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-podcast Subscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcast Follow ...
Feb 24, 2025•1 hr 59 min•Season 1Ep. 81
