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.

Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/ 

Adam and Adir sit down with Frank Greef, the man who led the LinkedIn campaign against the government’s disastrous budget—and copped a slap from Albo and the Nine papers for his trouble. Plus, the guys break down the latest from OpenAI and Anthropic, the looming SpaceX float, SexyLand’s unsexy financials, and an update on Corporate Travel Management. Stick around to find out how to enter our new prize draw!

00:00 - Intro & Substack News
3:50 - OpenAI and Greg Brockman
12:54 - Housing Minister Clare O'Neal's Comments
18:35 - Siteminder
19:30 - Curtis Stone
23:30 - SexyLand
27:40 - Frank Greeff
45:30 - Anthropic
52:50 - CTM
1:02:05 - SpaceX

Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/

SiteMinder has been caught in the ASX tech sell-off, but the hotel software business may be stronger than its share price suggests. Adam, Adir and Scott Middleton from Terem Capital break down the company’s subscription revenue, transaction growth, AI risk, valuation, profitability, and whether the market has overreacted.

Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/

Adam and Adir welcome The Contrarian’s new CEO, discuss the federal budget and get clear on who loves it (and why), catch up on Guzman y Gomez and why leaving the US is the right call, and talk through the EY parental rort and what good parental leave should look like.

Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/

00:00 - Will Hayward joins The Contrarians
21:40 - Brian Cox's Business
30:00 - LE Live
38:00 - Lime Bikes
42:22 - More Budget News
1:14:00 - Guzman y Gomez 
1:28:26 - EY's Parental Leave Updates

Thanks to our sponsor Acquire Intelligence - visit https://acquire.ai/contrarians

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

This week you asked:

🌏 With Adam and Adir increasingly frustrated about life in Australia, have they ever seriously considered leaving for somewhere like Singapore or the UAE?

🏠 As a late-30s renter in Sydney with a young family, how should the recent budget shape thinking about the future?

💰 With CGT changes increasing the rate of capital gains tax on Australian residents, why are non-residents still exempt from CGT on certain assets?

Got something you want Adam and Adir to tackle next? Drop it in the comments!

Thanks to our sponsor Acquire Intelligence - visit https://acquire.ai/contrarians

The guys discuss Australia's Federal Budget Horror Show and why young people are the hardest hit, Xero's highly paid CEO fails again as share price slumps, Atlassian rebounds (a little), Temple & Webster downgraded and Lime Bike prepares to IPO

00:00 - Budget Chat
48:39 - Temple & Webster
54:40 - Xero CEO
1:00:02 - Atlassian
1:03:40 - Deep Dive: Lime Bikes

Thanks for listening!

Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast

Thanks to our sponsor Acquire Intelligence - visit https://acquire.ai/contrarians

Happy Saturday! We’re back with another Q&A episode of the show.

This week you asked:

💸 With China rolling out a programmable digital currency, could this become a serious fiscal policy tool in Australia too?

🏷️ What’s the best pathway for selling a small, profitable VC-backed business that’s no longer growing fast enough?

🛒 How much does store layout really affect retail spending?

Got a question you want answered? Drop it in the comments!

The guys deep dive into the horrific changes to CGT and how it destroys young people’s chance at wealth, negative gearing out for the young and in for Boomers, how SBF became the world’s best investor, are fibre optics going to kill Droneshield, Hamish Douglass’ redemption and world record marathon’s can’t save running shoes.

00:00 - Intro
4:35 - Mother's Day Run
6:00 - Adelaide
8:00 - Victorian State Budget Early Analysis
14.30 - FTX + SBF
23:10 - Sleep Habits
31:00 - Drone Shield & Defence Tech
34:40 - Hamish Douglas x Joe Aston
39:50 - Marathons + Running Shoe Analysis
47:00 - Unpacking the Budget Leaks

Thanks for listening!

Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast

Happy Saturday! We’re back with another Q&A episode of the show.

This week you asked:

🤷‍♂️ My boss is working from home but my team is in the office.

🏠 Do we feel sympathy for young people not feeling financially secure?

💭 Dealing with loss and it’s impact on work and mental wellbeing

We love our listener questions. Drop us anything you want answered for our next one!

Thanks for listening!

Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast

The guys discuss Cochlear's horrific profit downgrade, Firmus IPO hopes up in smoke (for now), self driving to challenge air travel, battery technology goes large and Uber and Expedia get close.

00:00 - Blackbird's Sunrise Start Up Event
13:40 - Firmus
32:50 - Uber x Expedia
42:55 - Public Transport
44:55 - CATL
53:36 - Self Driving vs. Flying
1:02:46 - Experience Economy
1:12:57 - Cochlea Deep Dive

Thanks for listening!

Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast