Adam and Adir discuss London’s heat wave, Victoria’s crime wave, Labor’s housing mess, the world’s most profitable companies, Nvidia and the AI bubble, remote work, Canva vs Figma, Koala, SkinKandy, The Man Shake and the latest Corporate Travel disaster.

00:00 - London's Heat Wave
06:00 - Victoria's Crime Wave and the Housing Debate
14:00 - The 30 Most Profitable Companies
23:00 - The AI Bubble, Nvidia and the $7 Trillion Question
44:00 - CGT, Capitalism and Labor's Budget Backlash
54:00 - Remote Work, Gen Z and Canva's Office Crackdown
1:05:01 - Koala, SkinKandy and the ASX IPO Problem
1:10:00 - Man Shake
1:20:00 - Corporate Travel's Latest Disaster

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Happy Saturday! We’re back with another round of listener questions.

This week you asked:

🗳️ Is Australia’s ageing population creating a scenario of democratic failure?

🏛️ What does the latest Victorian Liberal Party turmoil say about the party’s internal culture and ability to govern?

✡️ Do Adam and Adir consider themselves practising Jews, culturally Jewish, or somewhere in between?

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Adam and Adir break down whether Canva has missed its golden window to sell, why Karl’s split with Nine might be a brilliant media move, and how the government’s startup tax carve-outs could smash founders and employees.

Plus, Will joins for a quick behind-the-scenes update on The Contrarians as a standalone media business.

00:00 - Update from Will
18:00 - Choosing a Chair for a Business
35:00 - World Cup Lessons
41:00 - Karl Stefanovic
1:02:00 - Claude Design
1:23:00 - More CGT Discussion

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Scott Middleton from Terem Capital joins Adam and Adir to break down Accent Group’s business model, the strength of The Athlete’s Foot, the Hoka opportunity, the Glue Store write-off, the risks in fashion retail, and whether Frasers is trying to buy the company too cheaply.

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The guys discuss KPMG’s spectacular implosion, Labor’s chaotic CGT Reverse Ferret, the ATO’s small business scare campaign, Big W’s surprisingly good AI chatbot, Ferrari’s electric future, and Adore Beauty’s brutal market reality.

00:00 - LinkedIn Thoughts
09:15 - Startup Cities Quiz
15:00 - Big W Chat Bot Experience
27:50 - ATO Small Business Ads
30:00 - Labor's CGT Semi Backdown
44:00 - ASX
51:00 - KPMG
1:08:00 - Ferrari
1:12:00 - Adore Beauty

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Happy Saturday! It’s time for another round of listener Q&A.

This week you asked:

💉 As GLP-1s and peptides become more widespread, which industries could be most affected over the next decade?

🤖 Why are younger people becoming so angry about AI being framed as “the next big thing”?

🛋️ Is modern life now optimised for comfort at the expense of meaning?

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00:00 - Catapult Powering the World Cup
04:00 - EOFY Sales
08:45 - Taxis + Uber Decision
18:00 - Sleep Question
23:00 - $1 Trillion vs $1 Billion
27:00 - Robyn Denholm
40:00 - CGT Changes + Impact on Startups
52:45 - VicRoads Fail
54:15 - Xero
1:04:00 - SpaceX
1:17:44.100 - Tim Wilson joins The Contrarians

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Happy Saturday! We’re back with another round of listener Q&A.

This week you asked:

🏨 Why can some aggregators undercut the original seller, while others charge customers a premium?

📈 Has the budget changed the incentives for investors taking risk on growth stocks?

🛒 With Barbeques Galore entering administration, are Aussie consumers pulling back harder than the data suggests?

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Adam and Adir go deep on SkinKandy, share the latest on the budget, look at the murder of young Brit Henry Nowak and announce which listener has won a $500 Luxury Escapes voucher.

00:00 - The Government's Fuel Solution?
13:00 - Labor's Fall in Victoria
17:42 - More Budget Fallout
40:46 - Police Racism in the UK
53:44 - SkinKandy (Deep Dive)

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Matt Heine, CEO of Netwealth, joins Adam Schwab and Adir Shiffman for a deep dive into one of Australia’s most impressive technology and financial services success stories.

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