Season 1
Is Cettire for Real? Charlie Munger Dies and Special Guest Star, Rusl…
The guys are joined by guest host Ruslan Kogan and discuss whether Cettire is too good to be true and the death of investing genius, Charlie Munger.
RBA Finally Fights Inflation, the downfall of Culture Kings and is Go…
Adam and Adir discuss why inflation is a low worse than a recession, how Simon and Tahnee Beard conquered the world with Culture Kings and sold at the perfect time and why Google should be broken up
The turmoil at OpenAI, the rise and rise of Shein and a special guest…
Adam and Adir talk all things OpenAI and why choosing a board is one of the most important things a founder can do, the incredible rise of Shein and the impact of Fast Fashion and talk to a real Australian …
Optus Second Disaster, the downfall of Sam Bankman-Fried and the Econ…
Adam and Adir discuss the Optus disaster and what the CEO did wrong, the stunning rise and disastrous fall of FTX founder Sam Bankman-Fried and the growth of the home meal kit sector.
Bonus Episode: The guys chat to Courtney Ray, founder and CEO of Dail…
In this week's bonus episode, Adam & Adir are delighted to be joined by the incredible Courtney Ray, founder of floristry juggernaut, Daily Blooms. After quitting her stable, full time job, Courtney started Daily Blooms from ...
Qantas' Ongoing Drama, The Collapse of WeWork and The Wonder of Airta…
Adam and Adir talk about Qantas' ongoing drama (recorded at the time of the long awaited AGM) and the not so sudden collapse of the once hot shared workspace business, WeWork. Plus, Adam loves Airtags.
The Horrific Australian Property Sector, the Rise of the NBL, Tesla S…
Adam and Adir talk about the problem with Australia’s incredibly expensive property sector, the success of Australia’s National Basketball League, Tesla’s revenue woes and the remarkable history and success of Netflix
Prestigious U.S. Colleges, GLP-1 Drugs and Atlassian's purchase of Lo…
Adam and Adir discuss the withdrawal of support for prestigious colleges in the US in the midst of the Israel crisis, the incredible rise of GLP-1 drugs Ozempic and Wegovy and Atlassian’s purchase of video sharing app Loom. P...
Apple’s new Launch, Hamburger University and the Gig Economy
The boys chat about the legacies of Tim Cook and Steve Jobs at Apple, the generous taxpayer funds flowing into Australia’s own Hamburger University, Instacart’s IPO, Uber and the pitfalls of the gig economy
Dan Andrews Gone, Magellan Financial woes get worse, will Premier Bre…
Adam and Adir talk about the impact and legacy of the loved and hated Dan Andrew, will corporate raider Nick Bolton make more millions at Magellan Financial, billionaire Solly Lew’s plans to break up Premier Investments, Qan...
Market Woes, Canva Revenue Soars, Block Goes South, The Taylor Swift …
Adam and Adir chat about staggering international markets, the disaster unfolding at Jack Dorsey’s Block, Canva continues to fire and the Taylor Swift effect hits the NFL
Qantas’ Annus Horribilis, Step One and the Perils of Inflation
Adam and Adir go deep into Qantas’ woes and the departure of Alan Joyce, Step One’s hop into profitability, the downfall of F45 and take a typically contrarian take on what inflation really means
Freelancer’s Struggles, the Video Game Market, the Israel Tragedy and…
Adam and Adir discuss the incredible video game market, the terrible happenings in the Middle East, the downfall of Freelancer and who won the Bet of the Century
The Rise and Rise of Katy Perry, The Unhealthy Mummy and Rupert Murdo…
Adam and Adir talk about Katy Perry’s huge payday, the disastrous Healthy Mummy transaction, is Rupert Murdoch the greatest ever Australian businessman and Richard Goyder Watch: When will the Qantas Chairman step down?
AirBNB gets Hammered by Melbourne, Booktopia Woes and Maggie Beer hap…
The Contrarians chat about the struggles at local online bookseller Booktopia, write downs and more at Maggie Beer and the challenges facing AirBNB
The Collapse of WeWork, Kogan Bounces Back and Adir Attends the Corpo…
Adam and Adir chat about ABL’s 70th Birthday extravaganza, Kogan’s comeback, WeWork’s impending death and the sad story of James Shipton
Temple & Webster + Seek Earnings, Australia’s Biggest Secret Growth F…
Adam and Adir discuss Victoria’s secret $2 billion growth fund, Temple & Webster, Seek.com , Qantas and Safety Culture’s mysterious $3 billion valuation.