The Contrarians with Adam and Adir
Episodes
Ask Us Anything: What if the ATO & IRS accepted crypto? + How to take a start up to the next level?
25 Apr 2025
Contributed by Lukas
00:00 - Intro03:11 - ATO & IRS accepting crypto13:11 - How to grow a start up to the next level18:50 - What is something business related the guys...
Why Interest Rates should Stay High, the Power of Loyalty Programs, Club Med’s Comeback, Cettire Victory Lap, LVMH’s Struggles and Adir’s Boycott
21 Apr 2025
Contributed by Lukas
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...
Ask Us Anything: How to grow the Aussie Tech Industry + Can Aussie businesses succeed overseas?
18 Apr 2025
Contributed by Lukas
Welcome to our first ever Contrarians Q&A!3:21 - How to grow Australia's tech industry?11:29 - What would you ask someone in the future?16:50 - Au...
StrongRoom Disaster, Prada and Versace, Adir’s Big Time Meeting, Tariff Deep Dive, Uber’s Hits and Misses and Nintendo’s Big Swing
14 Apr 2025
Contributed by Lukas
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 dow...
Live Ep! REA v Domain, are Private Markets the new Public Markets, Biggest Clothing Companies and Live Audience Questions
07 Apr 2025
Contributed by Lukas
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 priva...
Reject Shop Glory, MisRes Doldrums, Warby Parker, South West Airlines, Koala’s Ambitious IPO, Wisetech, Hotels Behaving Badly and Dan Andrews Shunned
31 Mar 2025
Contributed by Lukas
The guys discuss the managerial magic at Reject Shop, MisRes struggles, Warby Park v Luxxotica v Specsavers, South West Airlines Fee Bonanza, will Koa...
BYD Smokes Tesla, SpaceX Saves the Day, Premier Investments Deep Dive, has Exec Rem Gone too Far and Special Guest John Stensholt Reveals Rich List Secrets
24 Mar 2025
Contributed by Lukas
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 b...
The World’s Biggest Fast Food Chain, Uber’s Uber Mistake?, The World’s Greatest Game, Click n Fail, What would you do with $81 trillion and Adam’s Big Break
17 Mar 2025
Contributed by Lukas
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 ...
The Business of Influencers, PE Pet Food Bonanza, Furniture Flying High, Biggest Losses Ever, YouTube Goes Cheap, Inflation Smashes Standard of Living, Should you Discount and Adam’s Fashionable Week
10 Mar 2025
Contributed by Lukas
Huge episode this week with the guys discussing the business of being a famous influencer, private equity’s pet food profits, furniture businesses m...
Wisetech Debacle. Cettire Disaster. Seek’s Acquisition Stumbles and the World’s Most Profitable Companies.
03 Mar 2025
Contributed by Lukas
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 mos...
Droneshield Goes from Slay to Nay, the US$170b Business You’ve Never Heard Of, Jamie Dimon Kills WFH, Overhead Luggage Stress and How not to Treat Employees Badly
24 Feb 2025
Contributed by Lukas
The guys chat about the Dronesheild rollercoaster, the mysterious adtech business you’ve never heard of that is suddenly worth US$170 billion, Jamie...
Spotify’s Genius, Is Chemist Warehouse Overvalued, Exclusive Canva News, Temple & Webster’s Rebound and Correcting Last Week’s Mistakes
17 Feb 2025
Contributed by Lukas
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...
McDonalds v KFC v GYG v Chick-Fil-A Cage Match, Who Can Call Themselves a Founder, Adir’s Deepdive into AI, Should you get an EA, Pool Chair Fights and Adam’s Favourite Mattress
10 Feb 2025
Contributed by Lukas
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 becomin...
Deepseek's AI Revolution - How Will This Impacts Nvidia? Netflix v Disney Cage Match, the Rise and Fall of Tesla and is the Bubble on Borrowed Time
03 Feb 2025
Contributed by Lukas
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?...
Wesfarmers Catch of the Day Disaster, Netflix Brilliant Strategy, Bumble’s Troubles and ROKT Triumphs
27 Jan 2025
Contributed by Lukas
The guys discuss Wesfarmers $800 million Catch of the Day horror show – Adam argues the disaster should cost Rob Scott his job (Adir disagrees), Net...
Has OpenAI Peaked? Sketchers Takes on Nike. Who should pay for the Wildfires? Has Gaming Lost the Plot and Bad Bad Airports
20 Jan 2025
Contributed by Lukas
The guys discuss OpenAI's myriad of challenges, the incredible growth and history of Sketchers, who should pay to rebuild LA after the devastating...
Is Uber Dying, Most Profitable Media Companies, Why Debt Kills, K-Mart Copy Cats, Tesla Directors Gotta Pay and our Best 2025 Predictions
13 Jan 2025
Contributed by Lukas
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...
Our 2025 Predictions, Culture Amp, NDIS Rorting, Adir's Travels and Adam's Movie of the Week
06 Jan 2025
Contributed by Lukas
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...
Mecca Shines, Soho House Takeover, how Rich is the Top 1%, Adam’s Book Club and how Important is a Brand Name?
30 Dec 2024
Contributed by Lukas
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 ...
Is DEI Dead? Google AI Dominates, Best and Worst Loyalty Programs, Myer's Big Deal, Turo v Rental Cars, Restaurant Subscriptions and Raygun Jumps the Shark
23 Dec 2024
Contributed by Lukas
Adam and Adir discuss the impending death of DEI, Google's remarkable AI comeback, Myer's controversial deal, discuss what makes an elite loyalty prog...
Netflix Kills Unlimited Leave, ClassPass Hero or Villain, Musk’s Investment of the Century, Crumbl and Adir’s Book Club
16 Dec 2024
Contributed by Lukas
The guys discuss Netflix ending unlimited parental leave, is ClassPass killing gyms or saving them, Elon’s incredible six week return, the unhealthy...
The Iconic Struggles, Pro Medicus Triumphs, Porsche v Ferrari v Hermes, AFR Businessperson of the Year and Computer Games
09 Dec 2024
Contributed by Lukas
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 ...
Starlink, Bitcoin, The Pros and Cons of Crowd Funding, unicorn Deep Dive and Adir the Celebrity
02 Dec 2024
Contributed by Lukas
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 ROK...
Xero, Technology One and Palantir Go Big, Netflix, Martha's Comeback and the Rule of 40
25 Nov 2024
Contributed by Lukas
The guys discuss the stunning performance of Xero and Technology One, the strange rise and rise of Palantir, Martha Stewart's Remarkable Revival, Adir...
Quadlock, Chemist Warehouse, waiving HECS, Tech Sector Job Drought and the Importance of CFOs
18 Nov 2024
Contributed by Lukas
The guys talk about the incredible Quadlock success story, Chemist Warehouse deal done, the stupidity of waiving elite university debts, the great tec...
Joe Aston Joins The Contrarians, Australia's Most Promising Companies and the End of Horse Racing,
11 Nov 2024
Contributed by Lukas
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 Ca...
Qantas Upgrades, US Election, Roblox Struggles, Temple & Webster and the Nerds Gummy Cluster Phenomenon
04 Nov 2024
Contributed by Lukas
The guys discuss the fallout from Joe Aston’s Qantas expose, US election happenings, the turmoil at gaming platform Roblox, Temple & Webster’s...
Wisetech, how to get great Service, Universities and the guys speak to Ben from Acquired
28 Oct 2024
Contributed by Lukas
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 Wise...
23AndMe Fallout, #Desperate to Work, is the LVMH era over, Waymo Dominates and the Carry-On Baggage Dilemma
21 Oct 2024
Contributed by Lukas
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, t...
Is Wisetech the most Overvalued Big Business in Australia, Canva Backs Down, Doctors, Biggest Social Media Platforms and Listener Questions
14 Oct 2024
Contributed by Lukas
The guys discuss why Wisetech is so richly valued by speculators, Canvas’s surprisingly price hike retreat, GPs behaving badly, who are the world’...
Qatar Virgin Magic, OpenAI Goes All In, Netflix Dominates, SPC goes Original and is AirBNB done?
07 Oct 2024
Contributed by Lukas
The guys chat about Qatar’s Virgin Masterclass, OpenAI goes from curing humanity to maximising profit, Netflix’s competitive advantage, SPC and Or...
RedBubble Disaster, Hipages’ Quiet Achieving, Self-Driving’s Big Impacts, Cygnett, Ticketing Illegality and FIFA Depreciation
30 Sep 2024
Contributed by Lukas
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-d...
WFH Death Throes, Which Jobs Make the Most Money, Myer and the Retail Armageddon, BuildABear v Squishmellow Cash Fight
23 Sep 2024
Contributed by Lukas
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 re...
Catapult Dominates, Nine Cleans House, More OnlyFans , Nintendo’s Brilliance and the Queen of LinkedIn
16 Sep 2024
Contributed by Lukas
Adam and Adir discuss the Catapult's magnificent run, Nine CEO Gone, the incredible profitability of OnlyFans and Craigslist, Adir dives deep into...
Founder Mode, OnlyFans Extreme Profits, Step One Delivers, Waymo and Cettire’s Wild Week
09 Sep 2024
Contributed by Lukas
The incredible OnlyFans profit machine, the Founder Mode debate, the guys discuss autonomous driving how could be the most impactful technology in two...
Guzman y Gomez's Dominates, Accent Struggles, Barnes & Noble’s Fall, superstar Carsales CEO Cameron McIntyre LIVE and should you work for a Start-Up?
02 Sep 2024
Contributed by Lukas
Adam and Adir live from Carsales HQ discuss the rise and rise of Guzman y Gomez, Amazon's destruction of Barnes and Noble, chat to the incredible ...
Breville’s $5b Bonanza, Seek Struggles Without Visionary Founders while REA Dominates, Crimson Rises, Rich Founders and is Milkrun the Best Customer Experience in Australia?
26 Aug 2024
Contributed by Lukas
The guys dissect the incredible rise and rise of Breville, dig deep into Seek’s woes after the departure of their brilliant founders and the remarka...
JB Hi Fi and Temple Soar, Scooters Banned, the guys speak to the superstar founder of Eight Sleep and is Work from Home Dead?
19 Aug 2024
Contributed by Lukas
Adam and Adir chat to the incredible Matteo Franceschetti founder of 8Sleep who is saving sleep and marriages. The guys also discuss the strange share...
The World’s Best Negotiator joins The Contrarians, Google a Monopolist and Alan Joyce gets Stripped
12 Aug 2024
Contributed by Lukas
Adam and Adir are joined LIVE by the world’s best negotiation expert and Nobel Prize collaborator, Vicki Medvec. Plus, Google has been found to have...