The Contrarians with Adam and Adir

By Adam Schwab and Adir Shiffman

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 Chairma... more

· Business

22 ratings

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How many episodes does The Contrarians with Adam and Adir have?

The podcast currently has 242 episodes available.

Best of The Contrarians with Adam and Adir

The most played episodes among Podcast App listeners.

Number 1: OpenAI Burns Billions, Temple & Webster Gets Crushed
Adam and Adir unpack the strange economics of AI, with OpenAI burning billions, Anthropic claiming explosive growth, and investors still trying to work out where the real profits will come from. They also dig into Temple & Webster’s brutal share price collapse, the limits of its retail model, and why even strong operators can struggle inside a brutally hard business. 00:00 - OpenAI, Anthropic and The AI Money Problem 14:39 - Temple & Webster Gets Whacked Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/
August 28, 202640min
Number 2: Housing Crash Gets Real, NVIDIA’s AI Factory Gamble, Canva’s Markdown
Adam and Adir unpack the growing pressure in Australia’s housing market, with falling prices, sticky inflation and the fallout from the federal budget creating a messy economic picture. They also dig into NVIDIA’s latest AI infrastructure financing play, why CUDA may not be as untouchable as it once looked, and whether the AI boom is starting to look more fragile. Plus, Canva’s valuation gets marked down, SaaS multiples come back to earth, and Blackbird raises another billion dollars. 00:00 - Australia's Housing Crash 10:21 - NVIDIA 24:45 - Canva's Valuation Markdown Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/
August 21, 202638min
Number 3: Xero Gets Whacked, 4DMedical’s Meme Stock Moment, SEN Circles ARN, Uber's Loyalty Lock Up, and Adam’s Safari Business Lessons
Adam and Adir discuss safari business lessons, England vs Argentina, Murderbot Diaries and $0.99 Kindle funnels, Uber One, Lux Plus, Marxism, social democracy, Xero’s CEO share sale, SEN circling ARN, Jackie O, 4DMedical, Pro Medicus comparisons and meme stock valuations. Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/ 00:00 - Adam’s Safari Experience 11:08 - England vs Argentina and Why Playing Defence Kills Winners 15:35 - 99c Kindle Funnel 22:14 - Uber One vs Lux Plus 31:20 - Collective Noun Quiz 36:17 - Marxism & Capitalism 55:10 - Xero’s CEO Share Sale 1:15:38 - SEN & ARN 1:26:04 - 4DMedical
July 20, 20261h 44min
Number 4: Retail Deep Dive: Kogan shows the money and Cettire close to the edge
Australia’s retail stocks are getting smashed, but Adam and Adir think the sell-off could finally be creating opportunities in businesses like JB Hi-Fi, Kogan and Koala. Meanwhile, Cettire has lost 95% of its value in two years and its latest results raise even more questions about how long the luxury retailer can keep going. 00:00 Australian Retail Stocks Are Getting Smashed12:41 Kogan, Temple & Webster and Koala16:40 Cettire’s Collapse & The Art of Contrarian Investing Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/ Try Braze
September 04, 202636min
Number 5: Canva’s Investor Dumpster Fire, Xero’s Shareholder Smackdown, CTM’s Lifesasver Deal and GTA's $3.5bn Bet
Adam and Adir unpack the investor fight building around Canva, AirTree and the painful question of when early backers should finally get liquidity. They also dig into Xero’s shareholder revolt, Corporate Travel Management’s surprise rescue deal, Zoox’s lost upside, the return of hardware startups, and why Disney might be one of the rare businesses with almost every major competitive power. 00:00 - Defcon Merch and Tansu’s First Week 07:14 - Zoox 16:31 - Vanguard Smart Glasses 23:05 - Leo Esaki's Five Don'ts 27:47 - Disney's Hidden Powers 35:53 - GTA VI 43:13 - Eureka Pet Co. 48:20 - Victoria's Crime Problem 58:04 - Canva 1:13:19 - Xero's Shareholder Revolt 1:20:40 - CTM The first 20 listeners to use code "TCfirst20" at Tanssu.com will redeem the offer mentioned in this week's episode: https://www.tanssu.com/discount/TCfirst20. Add “The Set” to your cart in any colour. Then at checkout, the code will remove the cost of the tote. Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/
August 31, 20261h 34min