The Contrarians with Adam and Adir

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

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Happy Saturday! We’re answering another batch of your questions this week.

This week you asked:

🧠 How should someone with a strong career but average academic results explain ADHD and employability concerns to a potential employer?

🤝 Should Australia adopt broader employee ownership models to help workers build wealth and support retiring SME owners?

🇦🇺 What is Australia’s greatest invention in terms of global impact or global good?

Have something you want Adam and Adir to answer next? Drop it in the comments!

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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 Wave
06:00 - Victoria's Crime Wave and the Housing Debate
14:00 - The 30 Most Profitable Companies
23:00 - The AI Bubble, Nvidia and the $7 Trillion Question
44:00 - CGT, Capitalism and Labor's Budget Backlash
54:00 - Remote Work, Gen Z and Canva's Office Crackdown
1:05:01 - Koala, SkinKandy and the ASX IPO Prob...

Happy Saturday! We’re back with another round of listener questions.

This week you asked:

🗳️ Is Australia’s ageing population creating a scenario of democratic failure?

🏛️ What does the latest Victorian Liberal Party turmoil say about the party’s internal culture and ability to govern?

✡️ Do Adam and Adir consider themselves practising Jews, culturally Jewish, or somewhere in between?

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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 Will
18:00 - Choosing a Chair for a Business
35:00 - World Cup Lessons
41:00 - Karl Stefanovic
1:02:00 - Claude Design
1:23:00 - More CGT Discussion

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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.

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The guys discuss KPMG’s spectacular implosion, Labor’s chaotic CGT Reverse Ferret, the ATO’s small business scare campaign, Big W’s surprisingly good AI chatbot, Ferrari’s electric future, and Adore Beauty’s brutal market reality.

00:00 - LinkedIn Thoughts
09:15 - Startup Cities Quiz
15:00 - Big W Chat Bot Experience
27:50 - ATO Small Business Ads
30:00 - Labor's CGT Semi Backdown
44:00 - ASX
51:00 - KPMG
1:08:00 - Ferrari
1:12:00 - Adore Beauty

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Happy Saturday! It’s time for another round of listener Q&A.

This week you asked:

💉 As GLP-1s and peptides become more widespread, which industries could be most affected over the next decade?

🤖 Why are younger people becoming so angry about AI being framed as “the next big thing”?

🛋️ Is modern life now optimised for comfort at the expense of meaning?

Got something you want Adam and Adir to tackle in a future episode? Drop it in the comments!

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00:00 - Catapult Powering the World Cup
04:00 - EOFY Sales
08:45 - Taxis + Uber Decision
18:00 - Sleep Question
23:00 - $1 Trillion vs $1 Billion
27:00 - Robyn Denholm
40:00 - CGT Changes + Impact on Startups
52:45 - VicRoads Fail
54:15 - Xero
1:04:00 - SpaceX
1:17:44.100 - Tim Wilson joins The Contrarians

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Happy Saturday! We’re back with another round of listener Q&A.

This week you asked:

🏨 Why can some aggregators undercut the original seller, while others charge customers a premium?

📈 Has the budget changed the incentives for investors taking risk on growth stocks?

🛒 With Barbeques Galore entering administration, are Aussie consumers pulling back harder than the data suggests?

Have a question you want Adam and Adir to answer next? Drop it in the comments!

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Adam and Adir go deep on SkinKandy, share the latest on the budget, look at the murder of young Brit Henry Nowak and announce which listener has won a $500 Luxury Escapes voucher.

00:00 - The Government's Fuel Solution?
13:00 - Labor's Fall in Victoria
17:42 - More Budget Fallout
40:46 - Police Racism in the UK
53:44 - SkinKandy (Deep Dive)

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Matt Heine, CEO of Netwealth, joins Adam Schwab and Adir Shiffman for a deep dive into one of Australia’s most impressive technology and financial services success stories.

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Adam and Adir sit down with Frank Greef, the man who led the LinkedIn campaign against the government’s disastrous budget—and copped a slap from Albo and the Nine papers for his trouble. Plus, the guys break down the latest from OpenAI and Anthropic, the looming SpaceX float, SexyLand’s unsexy financials, and an update on Corporate Travel Management. Stick around to find out how to enter our new prize draw!

00:00 - Intro & Substack News
3:50 - OpenAI and Greg Brockman
12:54 - Housing Minister Clare O'Neal's Comments
18:35 - Siteminder
19:30 - Curtis Stone
23:30 - Sexy...

SiteMinder has been caught in the ASX tech sell-off, but the hotel software business may be stronger than its share price suggests. Adam, Adir and Scott Middleton from Terem Capital break down the company’s subscription revenue, transaction growth, AI risk, valuation, profitability, and whether the market has overreacted.

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Adam and Adir welcome The Contrarian’s new CEO, discuss the federal budget and get clear on who loves it (and why), catch up on Guzman y Gomez and why leaving the US is the right call, and talk through the EY parental rort and what good parental leave should look like.

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00:00 - Will Hayward joins The Contrarians
21:40 - Brian Cox's Business
30:00 - LE Live
38:00 - Lime Bikes
42:22 - More Budget News
1:14:00 - Guzman y Gomez 
1:28:26 - E...

Happy Saturday! We’re back with another batch of listener questions.

This week you asked:

🌏 With Adam and Adir increasingly frustrated about life in Australia, have they ever seriously considered leaving for somewhere like Singapore or the UAE?

🏠 As a late-30s renter in Sydney with a young family, how should the recent budget shape thinking about the future?

💰 With CGT changes increasing the rate of capital gains tax on Australian residents, why are non-residents still exempt from CGT on certain assets?

Got something you want Adam and Adir to tackle n...

The guys discuss Australia's Federal Budget Horror Show and why young people are the hardest hit, Xero's highly paid CEO fails again as share price slumps, Atlassian rebounds (a little), Temple & Webster downgraded and Lime Bike prepares to IPO

00:00 - Budget Chat
48:39 - Temple & Webster
54:40 - Xero CEO
1:00:02 - Atlassian
1:03:40 - Deep Dive: Lime Bikes

Thanks for listening!

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Happy Saturday! We’re back with another Q&A episode of the show.

This week you asked:

💸 With China rolling out a programmable digital currency, could this become a serious fiscal policy tool in Australia too?

🏷️ What’s the best pathway for selling a small, profitable VC-backed business that’s no longer growing fast enough?

🛒 How much does store layout really affect retail spending?

Got a question you want answered? Drop it in the comments!

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The guys deep dive into the horrific changes to CGT and how it destroys young people’s chance at wealth, negative gearing out for the young and in for Boomers, how SBF became the world’s best investor, are fibre optics going to kill Droneshield, Hamish Douglass’ redemption and world record marathon’s can’t save running shoes.

00:00 - Intro
4:35 - Mother's Day Run
6:00 - Adelaide
8:00 - Victorian State Budget Early Analysis
14.30 - FTX + SBF
23:10 - Sleep Habits
31:00 - Drone Shield & Defence Tech
34:40 - Hamish Douglas x Joe Aston
39:50 - Marathon...

Happy Saturday! We’re back with another Q&A episode of the show.

This week you asked:

🤷‍♂️ My boss is working from home but my team is in the office.

🏠 Do we feel sympathy for young people not feeling financially secure?

💭 Dealing with loss and it’s impact on work and mental wellbeing

We love our listener questions. Drop us anything you want answered for our next one!

Thanks for listening!

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The guys discuss Cochlear's horrific profit downgrade, Firmus IPO hopes up in smoke (for now), self driving to challenge air travel, battery technology goes large and Uber and Expedia get close.

00:00 - Blackbird's Sunrise Start Up Event
13:40 - Firmus
32:50 - Uber x Expedia
42:55 - Public Transport
44:55 - CATL
53:36 - Self Driving vs. Flying
1:02:46 - Experience Economy
1:12:57 - Cochlea Deep Dive

Thanks for listening!

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Happy Saturday! We’re back with another Q&A episode of the show.

This week you asked:

🧱 Are classic trades the most AI proof career path?

🗂️ Taking on more responsibility at work with no extra compensation

🚨 Donald Trump’s recent assassination attempt

Thanks for listening!

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The guys deep dive into Heidi Health, Canva’s Big Dog and Pony Show, is Mecca Australia’s Best Business, Labor tries and fails to curb NDIS largesse, CTM debacle just got a whole lot worse, Temple & Webster changes CEOs and Microsoft’s Co Pilot embarrassment.

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Happy Saturday! We’re back with another Q&A episode of the show.

This week you asked:

👔 Is AI going to remove entry level jobs?

📸 What is the value of a personal brand?

🏠 Property isn’t productive!

Got a question you want answered? Drop it in the comments!

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Thanks for listening!

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Steve Baxter joins the pod to discuss his incredible story and why the best investments are the least popular, Anthropic kind of drops Mythos, Adir’s deep dive into encryption, Pope Leo vs Donald Trump, how investible are data centres, are trains dead and has Hermes jumped the shark?

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Happy Saturday! We’re back with another Q&A episode of the show.

This week you asked:

👨‍🔬 How much research do you do when investing in a public company?

📢 What justifies a Prime Minister’s public address?

🥺 Leaving friends behind in a workplace

Got a question you want answered? Drop it in the comments!

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Thanks for listening!

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The guys discuss the bombshell tax ruling on WFH, Elon’s Big IPO, Droneshield Chairman and CEO Gone, GYG confounds its critics and CTM disappoints investors again.

Thanks for listening!

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It's Saturday, so we're back with another Ask Us Anything episode.

Today we're answering:

⌛ How to find time to do everything you want to do

👔 Starting a business in 2026 vs 2006

💿 Should you choose one AI service and stick with it?

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The guys discuss CostCo, deep dive into KMD Brands emergency capital raise, the Australian Governments disastrous fuel excise cut, the RBA loses the plot (again), customer just love Waymo and concerns for Adam as he agrees with a Victorian Government decision

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Thanks for listening!

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Adam and Adir are joined by Terem Capital's Scott Middleton, and they go deep into the fascinating business model of the recently IPOd Carma - has the market got it right?

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The guys discuss Canva’s recent profit resultsm Smiggle’s slump smashes Premier, Adir updates us on Catapult’s strong performance, Chalmer’s CGT cluelessness, why we need autonomous cars now and Adam’s run in with a golf buggy.

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Thanks for listening!

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Happy Saturday! We’re back with another Q&A episode of the show.

This week you asked:

⛽ Should fuel price surges mean people work from home more?

🦘 What does it actually mean to be Australian?

🇦🇺 If Victoria was a company, what would a board do?

Got a question you want answered? Drop it in the comments!

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Thanks for listening!

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The guys chat Rich List with private jet expert John Stensholt, Atlassian Wealth Drop, Seek Brothers fortunes diverge, Operation Epic Fury and the real oil price story, Sydney Biennial racism disgrace, inept councils and Adir nails one call and fails another.

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This week we’re answering:

🚚 Should Australia switch to electric trucking?

🪙 Is decentralised currency the future?

🇦🇺 If Victoria was a company, what would a board do?

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Thanks for listening!

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The guys discuss Atlassian’s mass termination event, Koala finally goes public, Grace Tame ruins the Australian of the Year Award, Michael Lee’s Star Casino judgement, what are the best LLMs to use and which countries love EVs the most.

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It’s Saturday, so a new Ask Us Anything episode is up now.

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This week we’re answering:

📻 Are we witnessing the end of radio?

😡 When is being contrarian actually just arrogance

🌮 Did the market get GYG wrong!?

Got a question you want answered? Drop it below and we’ll get to it soon!

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The guys go real deep into ASX darling Life360, Jack Dorsey fires half the block, Australia’s richest DJs break up, OpenAI’s fake raise in the spotlight, Australia’s Grand Prix and who are the world’s richest sporting teams

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It’s Saturday, so a new Ask Us Anything episode is up now.

This week we’re answering:

❓ Negative experiences with reputable businesses

🧑‍💻 SaaS usage at Luxury Escapes

📞 Would you rather wait on hold to speak to a human or speak to an AI agent?

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The guys discuss the latest in Iran and the death of a brutal murderer, Eucalyptus Founder Riches, is the OpenAI Capital Raise for Real, Cettire Barrels Towards Death, CTM’s Strange Financials and Jacinda’s Australia Bombshell.

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It’s Saturday, so get your ears on our new Ask Us Anything episode!

This week you asked:

🧑‍💻 AI being blamed for poor results

🎉 How to milk opportunities where your business has public success.

📉 Hiding Failures from LinkedIn!?

As always, we love answering your questions, so keep them coming! Get in touch now with whatever you’d like answered.

Thanks for listening!

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