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The Contrarians with Adam and Adir: Daily Summaries Delivered
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 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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- 4 days ago19 min
Ask Us Anything: How Do We Get Real People Into Politics? + When Is It Time To Pivot? (with Chris Judd)
Live from The Commons in Cremorne, Adam and Adir are joined by Chris Judd for a special Ask Us Anything episode.This week:How do we attract more capable people into politics?What would actually improve productivity in Australia?When should founders, investors and operators pivot, hold course or walk away?Got a question you want answered? Drop it in the comments!Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/
- 6 days ago48 min
HMC Capital Comeback Tour and AFG Fights Housing Slump: With Star Fund Manager Luke Laretive
Luke Laretive joins Adam and Adir to unpack how Seneca approaches active investing, why its small-cap fund uses an unusually aligned fee structure, and where he still sees opportunities in an increasingly passive market. They dig into Australian Finance Group’s mortgage and lending business, HMC Capital’s brutal repricing, HealthCo and Healthscope, DigiCo, private credit and why the market may be overlooking some very cheap assets.00:00 - Luke Laretive and Seneca16:05 - AFG Deep Dive32:14 - HMC Capital Deep Dive40:11 - HealthCo, DigiCo and Private CreditThis episode was part of a paid partnership with Seneca Financial Solutions. We thank them for supporting the pod and keeping all of our content free.Visit https://senecafs.com.au/ to learn more.Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/
- 1 weeks ago1h 18m
Live Show, Macro Investing King Chris Judd joins, Apple’s $3,500 Foldable Bet, Australia’s Housing Mess, Cogstate and the Firmus Moneyshot
Adam and Adir record live from The Commons in Cremorne, covering Australia’s worsening housing and rent crisis, Apple’s rumoured folding iPhone, the company’s pricing power, and whether AI’s frontier model economics can survive customers moving to cheaper alternatives. Chris Judd then joins to talk markets, uncertainty, inflation, US debt, Cogstate, MAAS Group, Firmus, data centres, founder-led investing and why the best returns often come from backing people prepared to think differently.00:00 - Live From The Commons03:07 - Australia’s Housing and Rent Crisis19:02 - Apple’s Folding iPhone30:30 - AI Models and Data Centres35:10 - Chris Judd Joins Pod46:31 - Chris Judd’s Macro View58:18 - Cogstate1:03:37 - MAAS Group and Firmus1:16:02 - Founder-Led InvestingA big thank you to the team at The Commons for hosting our first live episode of the pod (or something like that). You can link to their website here: https://www.thecommons.com.au/Link to Cerutty Macro Fund: https://ceruttymacrofund.com.au/Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/
- 1 weeks ago44 min
Is Yo-Chi our next Decacorn, AI Comes for the Lawyers and should CEOs also take Board Seats
Adam and Adir debate whether founders and senior executives should be allowed to sit on external boards while running a business, before turning to the coming pressure on big law fees as AI starts breaking the traditional leverage model. They also unpack Yo-Chi’s extraordinary rise, its reported billion-dollar-plus valuation, global expansion plans, store economics, and why timing, product and execution can turn a good retail concept into a monster business.01:05 - The CEO Board Seat Debate09:26 - AI Comes For Big Law24:29 - Yo-Chi’s $2bn Valuation29:54 - Why Yo-Chi Worked38:55 - Yo-Chi’s Global UpsideJoin us on Substack for articles, news and more: https://www.thecontrarianspod.com/
- 2 weeks ago1h 30m
Expert360 Heartbreak, CTM is Back, Iran Stalemate gets less Stale and The Athlete Rich List
Adam and Adir unpack Expert360’s painful sale, why founders need to think carefully about golden windows, and what CTM’s return to the ASX says about survival, short sellers and investor risk. They also dig into Iran’s blockade problem, student politics at Monash, Alastair Clarkson’s messy North Melbourne exit, and the athlete rich list quiz that turns into a bigger conversation about brand, equity and celebrity power. 00:00 - Intro12:20 - Alistair Clarkson & North Melbourne25:08 - Student Politics at Monash36:17 - The Athlete Rich List Quiz50:30 - Iran and the Straight of Hormuz1:02:30 - Expert3601:16:04 - CTM Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/ Try Braze
- 2 weeks ago35 min
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 BrazeSee omnystudio.com/listener for privacy information.
- 3 weeks ago1h 33m
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 Week07:14 - Zoox16:31 - Vanguard Smart Glasses23:05 - Leo Esaki's Five Don'ts27:47 - Disney's Hidden Powers35:53 - GTA VI43:13 - Eureka Pet Co.48:20 - Victoria's Crime Problem58:04 - Canva1:13:19 - Xero's Shareholder Revolt1:20:40 - 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/See omnystudio.com/listener for privacy information.
- 3 weeks ago39 min
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 Problem14:39 - Temple & Webster Gets Whacked Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/See omnystudio.com/listener for privacy information.
About The Contrarians with Adam and Adir
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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