Episodes

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 t...

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...

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...

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: Saf...

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 meetin...

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 questi...

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....

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 ed...

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...

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 n...

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.lin...

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...

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 disappo...

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 executi...

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! Joi...

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 dati...

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 wh...

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 ...

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:...

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 wh...

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...

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...

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...

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 L...