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The Contrarians with Adam and Adir
by The Contrarians
Today: #28 in Business, Australia on our combined chart.
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Ranking history · United States
No ranking history for this show in United States over the last 14 days.
Latest episodes
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NextDC Disaster, is Canva's Comeback for Real, Airbnb Rule Change and Rich Investor Tax Shock
October 26, 2026 · 1 hr 44 minAdam and Adir unpack the tax shock hitting Australian venture capital and private equity, including why carried interest has historically received favourable treatment and what the government's new capital gains rules could mean for fund…
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How Adam Runs Luxury Escapes and Builds Great Teams
October 23, 2026 · 55 minAdam and Will go inside the way Luxury Escapes is actually run, from the decisions Adam still personally signs off on to the systems, people and mental models behind one of Australia's biggest travel businesses. Adam explains why CEOs…
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Anthropic’s $2tn Fever Dream, Firmus Tanks AI Globally, Maas' Week from Hell and is Software Dead?
October 20, 2026 · 1 hr 23 minAdam and Adir unpack the latest fallout from Australia’s surcharge ban, the rise of PayID and PayTo, Victoria’s new auction rules and a software developer recreating products like Photoshop with AI. Then they turn to the growing cracks in…
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Soul Patts: The $18bn ASX Giant Most Australians Have Never Heard Of
October 16, 2026 · 49 minAdam, Adir and Scott Middleton from Terem Capital take a deep dive into Washington H. Soul Pattinson, the $18bn ASX giant hiding in plain sight. They trace Soul Patts from its pharmacy roots through Brickworks, New Hope, NBN and TPG…
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Firmus’ IPO Fallout with Guest John Stensholt, Maas Smashed, Swipejobs’ $2bn IPO and Melbourne Marathon Chaos
October 12, 2026 · 1 hr 21 minAdam and Adir unpack the fallout from Melbourne Marathon weekend, the surprising decline in alcohol consumption and the latest consequences of Australia’s surcharge changes, before John Stensholt joins the show to break down the…
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Blackmagic Founder Cage Match, More Cettire Drama and is Bending Spoons the Real Deal?
October 9, 2026 · 43 minAdam and Adir unpack the ugly founder and shareholder battle at Blackmagic Design, what it says about minority ownership and why a strong shareholders agreement matters. They then revisit Cettire after Dean Mintz buys another $2.7 million…
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Firmus IPO Pulled: We go inside and explain what went wrong
October 9, 2026 · 29 minJoin us on Substack for articles, news and more: https://www.thecontrarianspod.com/
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Jim’s Inflation Catastrophe, Credit Card Surcharge Backlash, Codan Goes Parabolic, Iran’s Negotiation Fail, Joby Takes Off and Mike’s Apology
October 5, 2026 · 1 hr 33 minAdam and Adir unpack the fallout from Australia’s credit-card surcharge changes, why retailers and consumers may both end up worse off, and whether the policy risks adding more inflationary pressure. Mike apologises for GTAVI…
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Retail Disaster, Firmus Goes to the Moon (Allegedly) and is Private Equity’s Golden Run Ending?
October 2, 2026 · 45 minAdam and Adir unpack the brutal sell-off across Australian retail, where names like JB Hi-Fi, Nick Scali, Temple & Webster and Myer sit in the cycle, and whether the downturn is starting to create long-term bargains. They also dig into…
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AI Money Furnace, Lottery Deep Dive, Fair Work Loses the Plot and AirTree Fight Goes Public
October 1, 2026 · 1 hr 31 minAdam and Adir dig into whether businesses are actually generating enough economic value from AI to justify the enormous amount being spent on it, before unpacking a controversial Fair Work ruling involving an Uber driver. They also take a…
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Meta Comes Back, JB Hi-Fi Gets Cheap, and Hello World’s $135m Acquisition Gets Weird
September 25, 2026 · 50 minAdam and Adir dig into Meta’s latest AI push and the risks of handing autonomous agents access to your personal data, before turning to JB Hi-Fi’s battered share price and whether GTA 6 can really move the needle. They also unpack Hello…
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Commercial Property Cycle, Retail’s Comeback, Aged Care and Finding Value Where Nobody’s Looking: with Commercial Property Gun, Tim Slattery
September 23, 2026 · 37 minTim Slattery joins Adam and Adir to unpack his journey from becoming an ASX CEO at around 30 to selling APN Property Group to Dexus for more than $300 million and starting again with ASA Real Estate Partners. They dig into commercial…
About the show
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.