Episodes
Droneshield Goes from Slay to Nay, the US$170b Business You’ve Never …
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...
Spotify’s Genius, Is Chemist Warehouse Overvalued, Exclusive Canva Ne…
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...
McDonalds v KFC v GYG v Chick-Fil-A Cage Match, Who Can Call Themselv…
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...
Deepseek's AI Revolution - How Will This Impacts Nvidia? Netflix v Di…
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...
Wesfarmers Catch of the Day Disaster, Netflix Brilliant Strategy, Bum…
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...
Has OpenAI Peaked? Sketchers Takes on Nike. Who should pay for the Wi…
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...
Is Uber Dying, Most Profitable Media Companies, Why Debt Kills, K-Mar…
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 ...
Our 2025 Predictions, Culture Amp, NDIS Rorting, Adir's Travels and A…
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:...
Mecca Shines, Soho House Takeover, how Rich is the Top 1%, Adam’s Boo…
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...
Is DEI Dead? Google AI Dominates, Best and Worst Loyalty Programs, My…
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...
Netflix Kills Unlimited Leave, ClassPass Hero or Villain, Musk’s Inve…
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 Iconic Struggles, Pro Medicus Triumphs, Porsche v Ferrari v Herme…
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...
Starlink, Bitcoin, The Pros and Cons of Crowd Funding, unicorn Deep D…
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...
Xero, Technology One and Palantir Go Big, Netflix, Martha's Comeback …
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 ...
Quadlock, Chemist Warehouse, waiving HECS, Tech Sector Job Drought an…
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 ri...
Joe Aston Joins The Contrarians, Australia's Most Promising Companies…
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://...
Qantas Upgrades, US Election, Roblox Struggles, Temple & Webster and …
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 f...
Wisetech, how to get great Service, Universities and the guys speak t…
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 unive...
23AndMe Fallout, #Desperate to Work, is the LVMH era over, Waymo Domi…
The guys discuss the issues at 23AndMe and whether users data is safe, the growing wealth gap between the young and the old, LVMH’s China worries, the incredible growth of Waymo’s self-driving cars and how do you solve a prob...
Is Wisetech the most Overvalued Big Business in Australia, Canva Back…
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 ...
Qatar Virgin Magic, OpenAI Goes All In, Netflix Dominates, SPC goes O…
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 squ...
RedBubble Disaster, Hipages’ Quiet Achieving, Self-Driving’s Big Impa…
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 Cha...
WFH Death Throes, Which Jobs Make the Most Money, Myer and the Retail…
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...
Catapult Dominates, Nine Cleans House, More OnlyFans , Nintendo’s Bri…
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 Linke...