The Contrarians

The Contrarians

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Jim’s Inflation Catastrophe, Credit Card Surcharge Backlash, Codan Goes Parabolic, Iran’s Negotiation Fail, Joby Takes Off and Mike’s…
Mike apologises for GTAVI misinformation, and Adam and Adir discuss Codan’s extraordinary growth and valuation, dig into Joby Aviation, autonomous…
 • The Contrarians
Jim’s Inflation Catastrophe, Credit Card Surcharge Backlash, Codan Goes Parabolic, Iran’s Negotiation Fail, Joby Takes Off and Mike’s…
Adam and Adir unpack the fallout from Australia’s credit-card surcharge changes, why retailers and consumers may both end up worse off, and whether the…
 • The Contrarians
1:32:54
Retail Disaster, Firmus Goes to the Moon (Allegedly) and is Private Equity’s Golden Run Ending?
Adam and Adir unpack the brutal sell-off across Australian retail, where names like JB Hi-Fi, Nick Scali, Temple & Webster and Myer sit in the cycle…
 • The Contrarians
44:41

September 2026

AI Money Furnace, Lottery Deep Dive, Fair Work Loses the Plot and AirTree Fight Goes Public
The Lottery Corporation’s monopoly, economics, digital migration and valuation, before turning to the increasingly public intrigue around AirTree…
 • The Contrarians
AI Money Furnace, Lottery Deep Dive, Fair Work Loses the Plot and AirTree Fight Goes Public
Adam and Adir dig into whether businesses are actually generating enough economic value from AI to justify the enormous amount being spent on it, before…
 • The Contrarians
1:30:32
Meta Comes Back, JB Hi-Fi Gets Cheap, and Hello World’s $135m Acquisition Gets Weird
Adam and Adir dig into Meta’s latest AI push and the risks of handing autonomous agents access to your personal data, before turning to JB Hi-Fi’s…
 • The Contrarians
49:53
Episode 244: A $26M Microcap Sold For $320M, The Healthcare Assets Nobody Wanted and Why Retail Beats Industrial
ASA's Tim Slattery joins Adam and Adir on turning a $26M microcap into a $320M Dexus sale, the healthcare assets nobody wanted, why retail beats…
 • The Contrarians
Commercial Property Cycle, Retail’s Comeback, Aged Care and Finding Value Where Nobody’s Looking: with Commercial Property Gun, Tim Slattery
Tim Slattery joins Adam and Adir to unpack his journey from becoming an ASX CEO at around 30 to selling APN Property Group to Dexus for more than $300…
 • The Contrarians
37:05
🔵 Episode 243: Firmus Goes to the Moon, Anthropic’s Profit Problem, Founder Tax Chaos, Breakthrough Victoria Death March and Xero’s Year…
Adam and Adir unpack Anthropic’s unusual approach to profitability, the extraordinary valuation being floated for Firmus and what could eventually…
 • The Contrarians
Firmus Goes to the Moon, Anthropic’s Profit Problem, Founder Tax Chaos, Breakthrough Victoria Death March and Xero's Year from Hell
Adam and Adir unpack Anthropic’s unusual approach to profitability, the extraordinary valuation being floated for Firmus and what could eventually…
 • The Contrarians
1:27:44
Federal Labor’s New Ideology: Tax The Working, Not The Wealthy
The Party of the Rich
 • The Contrarians and Adir Shiffman
🔵 Episode 242: Chris Judd live, the million-dollar politician, the red tape nobody will cut, and when to quit 🔵
Dual Brownlow medallist and Cerutty Macro founder Chris Judd joins Adam and Adir live for audience questions on getting better people into politics, red…
 • The Contrarians
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