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Episodes

July 28, 2025

Employment Hero v Seek Cage Fight, Atlassian Burn Book, Southwest, Re…

The guys discuss the almighty fight between Employment Hero and former friend, Seek, Atlassian Co-Founders go to War, Southwest Cleans Up, Adir reviews Reg Grundy's autobiography, Adam's advice to businesses on samples and th...

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July 25, 2025

Ask Us Anything: Managing a Personal Equities Portfolio + Price Infla…

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...

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July 21, 2025

Guzman Deep Dive, Reserve Bank Smashes Small Business (again), Austra…

The guys go deep into Mexican fave Guzman y Gomez, the RBA credit card fee ban hit small business hard, why imputation credits aren't as shareholder friendly as they appear, Adir's Book review and the best selling authors and...

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July 18, 2025

Ask Us Anything: Customer Acquisition Costs + Lab Grown vs. Mined Dia…

00:00 - Customer Acquisition costs 21:00 - Lab grown diamonds 26:40 - Staff Profit Share options Today's Sponsor: Netwealth: ⁠www.netwealth.com.au⁠ /contrarians Vanta: ⁠www.vanta.com/contrarians⁠ Thanks for listening! Join us...

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July 14, 2025

RBA Gets it Right (finally), Bumble Trouble, ASX Dual Class Voting Ca…

The guys discuss how the RBA finally got it right with interest rates, Bumble confirms online dating shark jump, the guys pick a side on the ASX dual voting fight, Birken breaks record, Adam’s Limebike issues in London, Adir ...

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July 11, 2025

Ask Us Anything: Equity Mates x Betashares Acquistion + Child Care Is…

00:00 - Equity Mates x Betashares Acquisition 11:20 - Problems in Child Care 28:32 - When to broaden your horizons outside of your business. Today's Sponsors: Mighty: ⁠www.mightypartners.com.au/contrarians⁠ Thanks for listeni...

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July 7, 2025

Droneshield Flies, Di Pilla Crashes, Dominos Debacle, WFH, Tether’s M…

Droneshield flies and proves Adam wrong, David Di Pilla’s golden runs comes to an abrupt end, Jack Cowin comes to rescue Domino’s, Adam’s WFH article, the strange Tether money making machine and Adir’s pet hate on LinkedIn. T...

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July 4, 2025

Ask Us Anything: Would the guys go on Shark Tank? + Is Kogan a Lotter…

00:00 - Would the guys go on Shark Tank? 11:30 - JB vs Harvey Norman 15.48 - Kogan's New Direction? Today's Sponsors: Mighty: ⁠www.mightypartners.com.au/contrarians⁠ Thanks for listening! Join us on LinkedIn: https://www.link...

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June 30, 2025

Xero Bets the Business, Woolworths MyDeal Disaster, Moral Hazard on P…

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...

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June 27, 2025

Ask Us Anything: Rich People Problems + The Milgram Experiment + Link…

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 Lin...

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June 23, 2025

World’s Best Bahn Mi, Adir Sleeps with Obama, Door Dash’s Curious Acq…

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 div...

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June 20, 2025

Ask Us Anything: Are Young People Just BAD with Money + How We'd Revo…

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

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June 16, 2025

Virgin IPO, Immutable Questions, YouTube Goes Too Premium, Adir's US …

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: Netwealt...

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June 13, 2025

Ask Us Anything: Business & politics + What have we changed our minds…

Today's Sponsors: Safety Nest: ⁠www.safetynest.com.au⁠ Affix: ⁠www.affix.com.au/contrarians⁠ Mighty: ⁠www.mightypartners.com.au/contrarians⁠

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June 9, 2025

David Jones and Qantas Hook Up, Koala Pulls IPO, Mecca, JB Hi Fi’s Go…

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 c...

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June 6, 2025

Ask Us Anything: What really happens in the Qantas lounge + Angel Inv…

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.might...

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June 2, 2025

Labubu Mania, Webjet Takeover, Rich List Deep Dive, Eucalyptus Face O…

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 W...

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May 30, 2025

Ask Us Anything: How does ambition change over time? + Contrarian tak…

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...

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May 26, 2025

Joe Aston joins Live to talk Qantas, the L1-Platinum Takeover and Jam…

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 ...

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May 23, 2025

Ask Us Anything: The most important data points for business + Can AI…

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

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May 19, 2025

World’s Biggest Travel Businesses, DoorDash Goes Large, HotDoc’s Miss…

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 ...

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May 16, 2025

Ask Us Anything: Managing Work Travel with Family Commitments + Adam'…

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

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May 12, 2025

Mecca’s Loyalty Win, Tony’s Chocolonely, Waymo, Pet Circle Struggles,…

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 ...

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May 9, 2025

Ask Us Anything: How to manage your time + Is DEI actually helpful fo…

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 Vant...

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