The Contrarians with Adam and Adir - podcast cover

The Contrarians with Adam and Adir

Adam Schwab and Adir Shiffmancontrarianspod.com
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.
Last refreshed:
Follow this podcast in the Metacast mobile app to refresh it and see new episodes.
Download Metacast podcast app
Podcasts are better in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more

Episodes

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

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-podcast Subscribe on YouTube for all our video content: https://https:...

Feb 17, 20252 hr 3 minSeason 1Ep. 80

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

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 mattress See the KFC Logo that Adir mentioned 😂: https://upload.wikimedia.org/wikipedia/en/5/57/KFC_logo-image.svg Thanks for listening! Join us on LinkedIn: https://www.linke...

Feb 10, 20251 hr 56 minSeason 1Ep. 78

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

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 Tik...

Feb 03, 20252 hr 5 minSeason 1Ep. 78

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

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/@C...

Jan 27, 20251 hr 55 minSeason 1Ep. 77

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

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 ...

Jan 20, 20251 hr 55 minSeason 1Ep. 76

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

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...

Jan 13, 20252 hr 9 minSeason 1Ep. 75

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

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....

Jan 06, 20251 hr 52 minSeason 1Ep. 74

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

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 F...

Dec 30, 20242 hr 9 minSeason 1Ep. 73

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

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/@ContrariansPodcas...

Dec 23, 20241 hr 53 minSeason 1Ep. 72

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

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:...

Dec 16, 20241 hr 34 minEp. 71

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

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:...

Dec 09, 20241 hr 39 minSeason 1Ep. 70

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

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: http...

Dec 02, 20242 hr 2 minSeason 1Ep. 69

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

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...

Nov 25, 20241 hr 47 minSeason 1Ep. 68

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

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.c...

Nov 18, 20241 hr 28 minSeason 1Ep. 67

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

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.co...

Nov 11, 20241 hr 57 minSeason 1Ep. 66

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

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/contrarian...

Nov 04, 20242 hr 1 minSeason 1Ep. 65

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

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/@Contr...

Oct 28, 20242 hrSeason 1Ep. 64

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

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/contrarianspo...

Oct 14, 20241 hr 34 minSeason 1Ep. 62

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

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/c...

Oct 07, 20242 hr 2 minSeason 1Ep. 61

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

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/@ContrariansPodc...

Sep 30, 20241 hr 48 minSeason 1Ep. 60

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

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.i...

Sep 23, 20242 hr 7 minSeason 1Ep. 59

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

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/@ContrariansPo...

Sep 16, 20241 hr 48 minSeason 1Ep. 58

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

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...

Sep 09, 20241 hr 48 minSeason 1Ep. 57

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?

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 ...

Sep 02, 20241 hr 41 minSeason 1Ep. 56

Breville’s $5b Bonanza, Seek Struggles Without Visionary Founders while REA Dominates, Crimson Rises, Rich Founders and is Milkrun the Best Customer Experience in Australia?

The guys dissect the incredible rise and rise of Breville, dig deep into Seek’s woes after the departure of their brilliant founders and the remarkable business modal of Realestate.com, the bizarre Crimson Education business hits a billion and who are the world’s most successful founders 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/@Contrarians...

Aug 26, 20241 hr 49 minSeason 1Ep. 55

JB Hi Fi and Temple Soar, Scooters Banned, the guys speak to the superstar founder of Eight Sleep and is Work from Home Dead?

Adam and Adir chat to the incredible Matteo Franceschetti founder of 8Sleep who is saving sleep and marriages. The guys also discuss the strange share market reaction to JB HiFi and Temple & Webster’s earnings, Scooters getting Banned and the impending death of working from home. 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/@ContrariansPodc...

Aug 19, 20241 hr 43 minSeason 1Ep. 54

The World’s Best Negotiator joins The Contrarians, Google a Monopolist and Alan Joyce gets Stripped

Adam and Adir are joined LIVE by the world’s best negotiation expert and Nobel Prize collaborator, Vicki Medvec. Plus, Google has been found to have engaged in illegal practises to maintain its search engine monopoly and the guys chat about the Qantas board stripping Alan Joyce of a $9 million bonus 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/...

Aug 12, 20241 hr 38 minSeason 1Ep. 53

Canva’s Bets Big on AI, Rex Crash Lands, Atlassian Slumps, the Business Behind the Olympics and Adir’s Hot New Rig

Adam & Adir chat about Canva’s huge bet on Leonardo.ai, the unsurprising collapse of Rex, Atlassian’s share price slump and how it can recover and the much anticipated latest edition of Adir’s Book Club 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...

Aug 05, 20241 hr 43 minSeason 1Ep. 52
Hosted on Omny Studio
For the best experience, listen in Metacast app for iOS or Android