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Season 1

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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May 5, 2025

Apple’s Disaster, Atlassian Crashes, Tesla’s Struggles, Election Brea…

The guys discuss the unfolding disasters at Apple, Atlassian’s share price crash as it gives away AI, Tesla gets squeezed and dive into the Liberal’s election calamity and Adir’s brand new much improved voting system 00:00 - ...

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May 2, 2025

Ask Us Anything: Adam & Adir's political party!? + Starting a board c…

00:00 - Starting a board career 12:05 - Adam & Adir's personal business stories 22:10 - Policies from Adam & Adir's pretend political party This week's sponsors: Safety Nest: ⁠⁠www.safetynest.com.au⁠⁠ DMG: ⁠⁠www.digitalmindsg...

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April 28, 2025

Why it’s not Always Smart to Buy the Dip, James Hardie Disgrace, the …

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...

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April 25, 2025

Ask Us Anything: What if the ATO & IRS accepted crypto? + How to take…

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...

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April 21, 2025

Why Interest Rates should Stay High, the Power of Loyalty Programs, C…

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...

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April 14, 2025

StrongRoom Disaster, Prada and Versace, Adir’s Big Time Meeting, Tari…

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...

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April 7, 2025

Live Ep! REA v Domain, are Private Markets the new Public Markets, Bi…

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...

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March 31, 2025

Reject Shop Glory, MisRes Doldrums, Warby Parker, South West Airlines…

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....

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March 24, 2025

BYD Smokes Tesla, SpaceX Saves the Day, Premier Investments Deep Dive…

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...

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March 17, 2025

The World’s Biggest Fast Food Chain, Uber’s Uber Mistake?, The World’…

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...

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March 10, 2025

The Business of Influencers, PE Pet Food Bonanza, Furniture Flying Hi…

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...

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March 3, 2025

Wisetech Debacle. Cettire Disaster. Seek’s Acquisition Stumbles and t…

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...

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Feb. 24, 2025

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...

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Feb. 17, 2025

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...

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Feb. 10, 2025

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...

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Feb. 3, 2025

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...

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Jan. 27, 2025

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...

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Jan. 20, 2025

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...

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Jan. 13, 2025

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 ...

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Jan. 6, 2025

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:...

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Dec. 30, 2024

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...

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