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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.
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- 5 days ago1h 29m
AI Bubble, Waymo Ditches Uber, Jacinta Allan’s Disaster, KPMG Scandal and Jim Chalmers’ Crashes Housing in All the Wrong Places
Adam and Adir discuss the Labor Party conference, Ed Husic, Jacinta Allan’s political problems, Victoria’s unemployment rate, a 1998 celebrity earnings quiz, Etched and the AI chip race, Nvidia, OpenAI, KPMG’s Lendlease audit scandal, Waymo vs Uber, Revolut, bank fees, Jim Chalmers’ housing policy and Australia’s property risk. Watch the video Adam mentions: https://www.instagram.com/reels/DbNXhESCeXM/ 2:06 - Ed Husic and the Gaza Debate8:46 - Jacinta Allen and Victorian Labor13:45 - Work From Home Laws19:19 - Highest Earning Celebrities of 199835:33 - Nvidia's Margin Problem57:11 - KPMG1:00:36 - Waymo1:09:53 - Mid Roll1:10:17 - Revolut1:17:53 - First Home Buyers Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/ See omnystudio.com/listener for privacy information.See omnystudio.com/listener for privacy information.
- 1 weeks ago45 min
SpaceX Returns to Earth, Tesla's Shrinking Powers and Atlassian Ruins Loom
Adam and Adir discuss luxury hotel inflation, Instagram status games, SpaceX’s valuation drop, Starlink’s powers, Tesla vs BYD, Australia’s best-selling cars, Atlassian’s Loom problem, Mike Cannon-Brookes and Adam’s safari life. Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/ See omnystudio.com/listener for privacy information.See omnystudio.com/listener for privacy information.
- 1 weeks ago1h 43m
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 Experience11:08 - England vs Argentina and Why Playing Defence Kills Winners15:35 - 99c Kindle Funnel22:14 - Uber One vs Lux Plus31:20 - Collective Noun Quiz36:17 - Marxism & Capitalism55:10 - Xero’s CEO Share Sale1:15:38 - SEN & ARN1:26:04 - 4DMedicalSee omnystudio.com/listener for privacy information.
- 2 weeks ago52 min
Deep Dive: Bending Spoons - Genius or Disaster?
Adam & Adir examine Bending Spoon's extraordinary rise, its blockbuster IPO, comparisons with Berkshire Hathaway and Constellation Software, the risks created by its aggressive use of leverage, and whether Bending Spoons is an ingenious software conglomerate or an enormously overvalued house of cards. Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/See omnystudio.com/listener for privacy information.
- 2 weeks ago1h 49m
Nvidia's AI Trade, Telstra’s Disaster, EasyJet’s Takeover Fight, Protein Mania, and TEG Loses the Plot
Adam and Adir discuss EasyJet and the economics of discount airlines, Telstra’s outage, Twinkies, protein mania, gambling, Norway’s sporting machine, work from home obesity, Nvidia and Fermi’s AI bubble, Bitcoin, TEG, Ticketek and Live Nation.Watch the Luton Airport Prank Video: https://www.youtube.com/watch?v=Ya_LluCl16k Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/ See omnystudio.com/listener for privacy information.See omnystudio.com/listener for privacy information.
- 3 weeks ago23 min
Ask Us Anything: How do you explain average grades? + Should workers own more of the businesses they help build?
Happy Saturday! We’re answering another batch of your questions this week. This week you asked: 🧠 How should someone with a strong career but average academic results explain ADHD and employability concerns to a potential employer? 🤝 Should Australia adopt broader employee ownership models to help workers build wealth and support retiring SME owners? 🇦🇺 What is Australia’s greatest invention in terms of global impact or global good? Have something you want Adam and Adir to answer next? Drop it in the comments! Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/See omnystudio.com/listener for privacy information.
- 3 weeks ago1h 44m
AI’s $7 Trillion Bubble, Corporate Travel’s Next Disaster, Work From Home Revolts, and The Man Shake Buy Back
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 Wave06:00 - Victoria's Crime Wave and the Housing Debate14:00 - The 30 Most Profitable Companies23:00 - The AI Bubble, Nvidia and the $7 Trillion Question44:00 - CGT, Capitalism and Labor's Budget Backlash54:00 - Remote Work, Gen Z and Canva's Office Crackdown1:05:01 - Koala, SkinKandy and the ASX IPO Problem1:10:00 - Man Shake1:20:00 - Corporate Travel's Latest Disaster Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/See omnystudio.com/listener for privacy information.
- 4 weeks ago25 min
Ask Us Anything: Is Australia’s ageing population breaking democracy? + What does the Victorian Liberal Party turmoil say about its future?
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? Got a question you’d love the guys to tackle next? Drop it in the comments!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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