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The Contrarians with Adam and Adir

Adam Schwab and Adir Shiffman

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Weekly
 
Get the fearless truth about start-ups and corporate Australia from guys that give you the hard facts, not the company line. Hear Luxury Escapes co-founder Adam Schwab and Catapult Sports Exec Chairman Adir Shiffman provide the inside word on the biggest stories in business with a contrarian take from the guys who sit on both sides of the table. New episodes dropping weekly.
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show series
 
00:00 - How does ambition change over time? 12:00 - The guy's contrarian takes on AI 20:22 - St. Kilda FC's board Today's sponsors: Safetynest: www.safetynest.com.au Mighty: ⁠www.mightypartners.com.au/contrarians⁠ Affix: ⁠www.affix.com.au/contrarians⁠ Thanks for listening! Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-a…
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The guys are joined by Joe Aston to chat about Qantas, L1, James Hardie, and the growth of Rampart, Catapult’s incredible run continues while Adam encourages Adir to start looking for private jets, the RBA’s foolish decision to prematurely slash interest rates, why great customer service is so important and Adir’s McDonald’s mishap. 00:00 - Episode…
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The guys discuss the world’s most profitable travel businesses, DoorDash’s big week as it buys Deliveroo and Seven Rooms, HotDoc’s ambitious IPO plans and the guys speak exclusively to EatClub Founder Pan Koutlakis after his $18.7m raise 00:00 - Intro 15:40 - Grand Prix Headline 22:50 - Ubisoft, Massive and Gaming 34:34 - Most profitable travel bus…
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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 the guys argue about just how great Warren Buffett is. 00:00 - Mecca, Mother's Day and Loyalty Programs 21:50 - AI Chat 36:11…
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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 Vanta: www.vanta.com/contrarians Thanks for listening! Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with…
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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 - Intro 07:30 - Australian Election Breakdown 49:00 - Adir's LinkedIn Survey Update 53:50 - Nintendo Update 55:15 - Brambles 57…
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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: ⁠⁠www.safetynest.com.au⁠⁠ DMG: ⁠⁠www.digitalmindsgroup.com.au⁠⁠ Affix: ⁠⁠www.affix.com.au/contrarians⁠⁠ Mighty Partners: ⁠www.mightypartners.com.au/contrarians Thanks for list…
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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 that investors should look for, the rise and rise of frozen yoghurt giant YoChi, Adore’s retail stores struggle against the mi…
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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: ⁠www.safetynest.com.au⁠ Mighty: www.mightypartners.com.au/contrarians Affix: ⁠www.affix.com.au/contrarians⁠ DMG: ⁠www.digitalmindsgroup.com.au⁠…
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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 to an end and Adir’s bookstore heartbreak. 00:00 - Intro + LVMH 15:17 - Instagram Ads 20:50 - Bookstore Experiences 25:36 - …
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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: ⁠⁠www.safetynest.com.au⁠⁠ DMG: ⁠www.digitalmindsgroup.com.au⁠ Affix: ⁠⁠www.affix.com.au/contrarians⁠⁠ Send us quest…
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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 Nintendo’s Switch 2 fly or sink and Adir’s 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:…
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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:…
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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, Adir’s 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 stud…
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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 editor, John Stensholt, exclusively joins the team to go behind the scenes at the List. 00:00 - Intro 13:12 - Cal.AI 24:58 - BY…
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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, the world’s best ever computer game), Adir’s Click n Collect fiasco, what would you do with $81 trillion and Adam goes snap…
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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 new discount pricing tier a good idea, living standards go nowhere for a decade and should you discount your products ever? Th…
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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.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast Subscribe on YouTube for all our video content: https://https://…
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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 luggage and the art of treating employees well. Thanks for listening! Join us on LinkedIn: https://www.linkedin.com/company/…
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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 disappointment, Temple & Webster confounds the Contrarians and the guys admit to their mistakes. Thanks for listening! Join us on Li…
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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 …
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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 ou…
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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 dating business a goner and the brilliant execution of Bruce Buchanan at ROKT Thanks for listening! Join us on LinkedIn: https://…
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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-co…
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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/…
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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:/…
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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 what to think about when you're creating a business name Thanks for listening! Join us on LinkedIn: https://www.linkedin.com/co…
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Adam and Adir discuss the impending death of DEI, Google's remarkable AI comeback, Myer's controversial deal, discuss what makes an elite loyalty program (and who does it well and badly), rental cars, the fascinating business monetising restaurant reservations and Raygun's disaster Thanks for listening! Join us on LinkedIn: https://www.linkedin.com…
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The guys discuss Netflix ending unlimited parental leave, is ClassPass killing gyms or saving them, Elon’s incredible six week return, the unhealthy Crumbl phenomenon and Adir’s Book Club returns 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 vi…
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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 get it wrong and the guys chat computer games 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 vi…
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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 ROKT, gold vs BTC and the wonders of Starlink 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 c…
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The guys discuss the stunning performance of Xero and Technology One, the strange rise and rise of Palantir, Martha Stewart's Remarkable Revival, Adir and Adam go deep on switching costs. the rise of Netflix and the death of linear TV and discuss the Rule of 40 and why it's so important for investors Thanks for listening! Join us on LinkedIn: https…
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The guys talk about the incredible Quadlock success story, Chemist Warehouse deal done, the stupidity of waiving elite university debts, the great tech sector job cut continues and why it's hard (and important) to hire the right CFO. Thanks for listening! Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podca…
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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 Carnival jumped the shark 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://h…
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The guys discuss the fallout from Joe Aston’s Qantas expose, US election happenings, the turmoil at gaming platform Roblox, Temple & Webster’s huge valuation and Adir deep dives into the world of Nerds Gummy Clusters Thanks for listening! Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast Subscribe on Y…
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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 Wisetech’s Richard White and problems at the Tech Council of Australia, are universities broken and Adir’s secrets to getting amazing customer service Thanks for listening! Join us on LinkedIn: https://www.…
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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, the incredible growth of Waymo’s self-driving cars and how do you solve a problem like carry-on baggage.
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The guys discuss why Wisetech is so richly valued by speculators, Canvas’s surprisingly price hike retreat, GPs behaving badly, who are the world’s biggest social media platforms and when should you set up a business? Thanks for listening! Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast Subscribe on …
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The guys chat about Qatar’s Virgin Masterclass, OpenAI goes from curing humanity to maximising profit, Netflix’s competitive advantage, SPC and Original Juice’s original deal, AirBNB’s new old competitor and Croc’s newest squeeze Thanks for listening! Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast S…
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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-driving, Cygnett’s product genius, FIFA’s price drop and Gandel’s genius Chadstone acquisition Thanks for listening! Read the article: https://bit.ly/4en7ozy Join us on LinkedIn: https://www.linkedin.c…
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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 retail dead, the BuildABear and Squishmellow litigation and why are so many great Founders dyslexic Thanks for listening! Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-…
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Adam and Adir discuss the Catapult's magnificent run, Nine CEO Gone, the incredible profitability of OnlyFans and Craigslist, Adir dives deep into Nintendo's history and future following plus the guys get the lowdown on LinkedIn from social media superstar, Lisa Teh live in the studio. Thanks for listening! Join us on LinkedIn: https://www.linkedin…
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The incredible OnlyFans profit machine, the Founder Mode debate, the guys discuss autonomous driving how could be the most impactful technology in two decades, how Step One built one of the highest margin businesses in the world and Cettire’s Big Week Thanks for listening! Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-a…
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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 CarSales CEO Cameron McIntyre and answer listener questions Thanks for listening! Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast Subscribe on YouTube for …
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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 remarkable business modal of Realestate.com, the bizarre Crimson Education business hits a billion and who are the world’s most successful founders Thanks for listening! Join us on LinkedIn: https://www.linked…
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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 market reaction to JB HiFi and Temple & Webster’s earnings, Scooters getting Banned and the impending death of working from home. Thanks for listening! Join us on LinkedIn: https://www.linkedin.com/c…
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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 engaged in illegal practises to maintain its search engine monopoly and the guys chat about the Qantas board stripping Alan Joyce of a $9 million bonus Thanks for listening! Join us on LinkedIn: https:…
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Adam & Adir chat about Canva’s huge bet on Leonardo.ai, the unsurprising collapse of Rex, Atlassian’s share price slump and how it can recover and the much anticipated latest edition of Adir’s Book Club Thanks for listening! Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast Subscribe on YouTube for all…
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