Episodes
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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: â â www.safetynest.com.auâ â
DMG: â â www.digitalmindsgroup.com.auâ â
Affix: â â www.affix.com.au/contrariansâ â
Mighty Partners: â www.mightypartners.com.au/contrarians
Thanks for listening!
Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast
Subscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcast
Follow us on Instagram: https://www.instagram.com/contrarianspod
Follow us on TikTok: https://www.tiktok.com/@contrarianspod
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The guys discuss why buying the dip isnât always the best investment strategy, how the ASX blundered the James Hardie merger, the economics of the worldâs largest music festival, is empathy the most important characteristic that investors should look for, the rise and rise of frozen yoghurt giant YoChi, Adoreâs retail stores struggle against the might of Mecca and Victoriaâs latest policy embarrassment.
00:00 - Intro
13:00 - Free Campsites in Vic?
17:00 - Adam's Printer Nightmare
27.25 - Adore Beauty
32:25 - Would you pay extra to fly without kids?
35:07 - Airport Parking
39:20 - Yo-Chi
46:08 - Anzac Day Trading
57:37 - Lego Stores in Australia
59:45 - Should you buy the dip?
1:20:25 - James Hardie
1:28:55 - Coachella + BNPL
1:37:59 - Founder Empathy
This week's sponsors:
Netwealth: â www.netwealth.com.auâ
Telstra: â www.telstra.com.au/tbtcâ
Vanta: â www.vanta.com/contrariansâ
Thanks for listening!
Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast
Subscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcast
Follow us on Instagram: https://www.instagram.com/contrarianspod
Follow us on TikTok: https://www.tiktok.com/@contrarianspod
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Missing episodes?
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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: â www.safetynest.com.auâ
Mighty: www.mightypartners.com.au/contrarians
Affix: â www.affix.com.au/contrariansâ
DMG: â www.digitalmindsgroup.com.auâ
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The guys discuss why interest rates shouldnât get cut, AMPs new mega Qantas points bank account, how Club Med reinvented itself, Adam claims victory over powerful investors as Cettireâs share price collapses, LVMH reign comes to an end and Adirâs bookstore heartbreak.
00:00 - Intro + LVMH
15:17 - Instagram Ads
20:50 - Bookstore Experiences
25:36 - Curb Your Enthusiasm Story
28:40 - Vaccines
32:36 - Temple & Webster
39:10 - Cettire
46:00 - Club Med & The Eighth Power
53:38 - LinkedIn Censorship?
57:34 - Skip the Line
1:05:25 - Qantas Points
1:21:10 - LEâs New Loyalty Program
1:28:00 - Interest Rates
This week's sponsors:
Netwealth: â www.netwealth.com.auâ
Telstra: â www.telstra.com.au/tbtcâ
Vanta: â www.vanta.com/contrariansâ
Thanks for listening!
Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast
Subscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcast
Follow us on Instagram: https://www.instagram.com/contrarianspod
Follow us on TikTok: https://www.tiktok.com/@contrarianspod
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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 - Australian businesses succeeding overseas?
Thanks to this week's sponsors:
Safety Nest: â â www.safetynest.com.auâ â
DMG: â www.digitalmindsgroup.com.auâ
Affix: â â www.affix.com.au/contrariansâ â
Send us questions!
Thanks for listening!
Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast
Subscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcast
Follow us on Instagram: https://www.instagram.com/contrarianspod
Follow us on TikTok: https://www.tiktok.com/@contrarianspod
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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 Nintendoâs Switch 2 fly or sink and Adirâs powerful meeting.
Segments:
00:00 - Intro
05:30 - Adir Meets Peter Dutton
19:45 - Nintendo Switch 2
25:40 - Australia's Social Media Ban
29:48 - Adam's Customer Service Woes (Qantas, Air India, Uber)
42:10 - Southeast Water
53:10 - Prada and Versace
57:10 - Fyre Festival Returns?
1:04:18 - Trump Tariffs
1:39:59 - StrongRoom
This week's Sponsors:
NetWealth: â netwealth.com.au
Telstra: â telstra.com.au/tbtcâ
Vanta: â vanta.com/contrarians
DMG: â digitalmindsgroup.com.au
Thanks for listening!
Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast
Subscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcast
Follow us on Instagram: https://www.instagram.com/contrarianspod
Follow us on TikTok: https://www.tiktok.com/@contrarianspod
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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 questions from the live audience
00:00 - Intro
15:00 - Top 10 World's Largest Clothing Companies
27:40 - Public Private Markets
38:00 - Co-Star / Domain
1:05:54 - Drone Deliveries
1:13:30 - Q&A
NetWealth: â netwealth.com.au
DMG: â digitalmindsgroup.com.au
Vanta: â vanta.com/contrarians
Thanks for listening!
Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast
Subscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcast
Follow us on Instagram: https://www.instagram.com/contrarianspod
Follow us on TikTok: https://www.tiktok.com/@contrarianspod
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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, Adirâs Hotel Issues and the Rise and Fall of Dan Andrews.
00:00 - Intro and Hotels
22:44 - Daniel Andrews Shunned?
27:40 - The Business of Hair
33:25 - What are Chinese graduate students studying?
37:42 - The Reject Shop's Win
53:35 - Koala + The Mattress Industry
1:09:08 - MinRes
1:29:45 - Warby Parker
1:45:52 - Specsavers
Thanks to this week's sponsors:
NetWealth: â netwealth.com.au
Vanta: â vanta.com/contrarians
DMG: â digitalmindsgroup.com.au
Thanks for listening!
Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast
Subscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcast
Follow us on Instagram: https://www.instagram.com/contrarianspod
Follow us on TikTok: https://www.tiktok.com/@contrarianspod
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The guys discuss Teslaâs Woes and Rise and Rise of BYD, Elon Saves the Day with SpaceX, a look under the hood at Premier Investments, Xero CEOâs big payday and has exec remuneration jumped the shark and legendary Rich List editor, John Stensholt, exclusively joins the team to go behind the scenes at the List.
00:00 - Intro
13:12 - Cal.AI
24:58 - BYD
31:08 - Space X and NASA
39:57 - Xero
55:10 - Premier Investments
1:09:10 - John Stensholt and The List
Our Sponsors:
NetWealth: netwealth.com.au
Vanta: vanta.com/contrarians
DMG: digitalmindsgroup.com.au
Thanks for listening!
Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast
Subscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcast
Follow us on Instagram: https://www.instagram.com/contrarianspod
Follow us on TikTok: https://www.tiktok.com/@contrarianspod
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The guys chat about the worldâs largest fast food chain youâve 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, the worldâs best ever computer game), Adirâs Click n Collect fiasco, what would you do with $81 trillion and Adam goes snap
Thanks for listening!
Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast
Subscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcast
Follow us on Instagram: https://www.instagram.com/contrarianspod
Follow us on TikTok: https://www.tiktok.com/@contrarianspod
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Huge episode this week with the guys discussing the business of being a famous influencer, private equityâs pet food profits, furniture businesses make a comeback, which companies have lost the most money ever, is YouTubeâs new discount pricing tier a good idea, living standards go nowhere for a decade and should you discount your products ever?
Thanks for listening!
Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast
Subscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcast
Follow us on Instagram: https://www.instagram.com/contrarianspod
Follow us on TikTok: https://www.tiktok.com/@contrarianspod
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The guys chat about the ongoing dramas at the $30b Wisetech, Cettireâs disastrous results, Seekâs acquisition fiasco and who are the worldâs most profitable companies
Thanks for listening!
Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast
Subscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcast
Follow us on Instagram: https://www.instagram.com/contrarianspod
Follow us on TikTok: https://www.tiktok.com/@contrarianspod
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The guys chat about the Dronesheild rollercoaster, the mysterious adtech business youâve 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 luggage and the art of treating employees well.
Thanks for listening!
Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast
Subscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcast
Follow us on Instagram: https://www.instagram.com/contrarianspod
Follow us on TikTok: https://www.tiktok.com/@contrarianspod
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The guys go deep into Spotifyâs 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, Mikeâs PlayStation disappointment, Temple & Webster confounds the Contrarians and the guys admit to their mistakes.
Thanks for listening!
Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast
Subscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcast
Follow us on Instagram: https://www.instagram.com/contrarianspod
Follow us on TikTok: https://www.tiktok.com/@contrarianspod
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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 executive assistant, should you be able to reserve pool chairs at a resort and Adam reveals his favourite mattress
See the KFC Logo that Adir mentioned đ:https://upload.wikimedia.org/wikipedia/en/5/57/KFC_logo-image.svg
Thanks for listening!
Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast
Subscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcast
Follow us on Instagram: https://www.instagram.com/contrarianspod
Follow us on TikTok: https://www.tiktok.com/@contrarianspod
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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!
Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast
Subscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcast
Follow us on Instagram: https://www.instagram.com/contrarianspod
Follow us on TikTok: https://www.tiktok.com/@contrarianspod
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The guys discuss Wesfarmers $800 million Catch of the Day horror show â Adam argues the disaster should cost Rob Scott his job (Adir disagrees), Netflix incredible growth story, Bumbleâs founder returns but is the online dating business a goner and the brilliant execution of Bruce Buchanan at ROKT
Thanks for listening!
Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast
Subscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcast
Follow us on Instagram: https://www.instagram.com/contrarianspod
Follow us on TikTok: https://www.tiktok.com/@contrarianspod
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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 why privatising airports is a terrible idea.
Thanks for listening!
Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast
Subscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcast
Follow us on Instagram: https://www.instagram.com/contrarianspod
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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 and the guys talk about their specific 2025 predictions.
Thanks for listening!
Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast
Subscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcast
Follow us on Instagram: https://www.instagram.com/contrarianspod
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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://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast
Subscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcast
Follow us on Instagram: https://www.instagram.com/contrarianspod
Follow us on TikTok: https://www.tiktok.com/@contrarianspod
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