Could Australian interest rates really hit 6%? Adam and Adir look at the renewed inflation problem, why retailers are feeling the squeeze and what the trouble at David Jones says about the Australian economy.
Then they pull apart the 2026 AFR Young Rich List, questioning the valuations behind some of Australia's biggest young fortunes, from Canva and Firmus to Immutable and Nscale.
Plus, OpenAI falls well short of its latest fundraising target, Anthropic's economics come under the microscope again, and Adam and Adir debate whether AI represents a genuine threat to Google's extraordinary search business.
CHAPTERS
01:26 - Victoria, the Election and Muslim Vote Matters
12:14 - Could Australian Interest Rates Hit 6%?
18:52 - Eden's View From the Real Economy
23:56 - Australia's Retail Slowdown
31:53 - David Jones on the Brink
39:26 - The 2026 Young Rich List
59:00 - OpenAI's $30bn Funding Problem
01:08:41 - The Anthropic Economics Question
01:17:51 - Google Search vs AI
01:38:37 - Reddit and the AI Traffic Problem
LINKS
Mastercard:
https://www.mastercard.com/smallbusinessau
Acquire Intelligence:
https://acquire.ai/contrarians
BlueRock:
https://www.bluerock.com.au/thecontrarians
Join us on Substack for articles, news and more:
https://www.thecontrarianspod.com/
