Adam and Adir record live from The Commons in Cremorne, covering Australia’s worsening housing and rent crisis, Apple’s rumoured folding iPhone, the company’s pricing power, and whether AI’s frontier model economics can survive customers moving to cheaper alternatives. Chris Judd then joins to talk markets, uncertainty, inflation, US debt, Cogstate, MAAS Group, Firmus, data centres, founder-led investing and why the best returns often come from backing people prepared to think differently.
00:00 - Live From The Commons
03:07 - Australia’s Housing and Rent Crisis
19:02 - Apple’s Folding iPhone
30:30 - AI Models and Data Centres
35:10 - Chris Judd Joins Pod
46:31 - Chris Judd’s Macro View5
8:18 - Cogstate
1:03:37 - MAAS Group and Firmus
1:16:02 - Founder-Led Investing
A big thank you to the team at The Commons for hosting our first live episode of the pod (or something like that). You can link to their website here: https://www.thecommons.com.au/
Link to Cerutty Macro Fund: https://ceruttymacrofund.com.au/
Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/
