Business

The Contrarians with Adam and Adir

by The Contrarians

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Australia · Business

#62

Pulse 15

Ranking history

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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.

Latest episodes

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 min

Adam 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…
Retail Disaster, Firmus Goes to the Moon (Allegedly) and is Private Equity’s Golden Run Ending?

October 2, 2026 · 45 min

Adam 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…
AI Money Furnace, Lottery Deep Dive, Fair Work Loses the Plot and AirTree Fight Goes Public

October 1, 2026 · 1 hr 31 min

Adam 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…
Meta Comes Back, JB Hi-Fi Gets Cheap, and Hello World’s $135m Acquisition Gets Weird

September 25, 2026 · 50 min

Adam 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…
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 min

Tim 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…
Firmus Goes to the Moon, Anthropic’s Profit Problem, Founder Tax Chaos, Breakthrough Victoria Death March and Xero's Year from Hell

September 21, 2026 · 1 hr 28 min

Adam and Adir unpack Anthropic’s unusual approach to profitability, the extraordinary valuation being floated for Firmus and what could eventually unwind the economics of the AI boom. They also dig into Australia’s founder tax changes…
Ask Us Anything: How Do We Get Real People Into Politics? + When Is It Time To Pivot? (with Chris Judd)

September 18, 2026 · 20 min

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…
HMC Capital Comeback Tour and AFG Fights Housing Slump: With Star Fund Manager Luke Laretive

September 16, 2026 · 48 min

Luke Larrative 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…