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Season 1

April 1, 2024

Breakthrough Fund Disaster, SBF Put Away, Trump's Pay Day and Canva g…

Adam and Adir go deeper into the unfolding disaster at Victoria's Soviet Era Fund, discuss whether the Sam Bankman Fried 25 year sentence fair, talk about Trump's potential $5b windfall and the intriguing Canva acquisition

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March 25, 2024

Apple Under Fire, Uber Settles, Suing for Birken, the Ills of Pokies …

The guys discuss Apple's lawsuit troubles, the implications of Uber's taxi settlement, the bizarre legal action against Hermes, the horrors of poker machines and Adir's A List Celeb encounters.

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March 18, 2024

Behind the Scenes of the Rich List, Employment Hero Fight Gets Ugly, …

Adam and Adir talk to John Stensholt, author of The List, go inside Hostplus and Employment Hero's Massive Fight, analyse the unfolding disaster at Victoria's controversial Breakthrough Fund and discuss Myer's new Executive C...

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March 12, 2024

Inside the Cettire slump, a $120k University dinner, ASX buyback chan…

Adam and Adir snare the only interview with AFR newsbreaker Jonathan Shapiro about his Cettire article, discuss the $127,000 farewell for a university exec, propose changes to selling into buybacks, and reveal a bizarre HostP...

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March 4, 2024

Meta Pulls Out, Life360 and Kogan Thrill, AppleFail, #DeleteAmazon an…

Adam and Adir discuss Meta standing up to the blackmailers, the incredible results at Life360 and Kogan, has Amazon Jumped the Shark, Apple’s Car Fail and should Founder’s be Selling Stock?

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Feb. 19, 2024

What Founders Can Learn from Taylor Swift, Results Season: Temple & W…

The guys chat about the incredible business success of Taylor Swift and why hard work pays, the rise and potential fall of Temple & Webster, Wesfarmers' Catch Disaster and Seek's Struggles.

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Feb. 12, 2024

Why Margin is King in Retail, are MBAs Worth It, the Secrets of Good …

The guys deep dive into Nick Scali, one of Australia's best retail success stories, look into MBAs are they really worth it and what happened to the colourful athletes?

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Feb. 5, 2024

Inside the Secrets of Airline Loyalty, Myer's Remarkable Recovery and…

The guys chat with Steve Hui the King of Business Class loyalty rewards, how Myer quietly became an eCommerce goliath and why you never want to win the Lottery. Join The Contrarians Army: https://www.linkedin.com/company/the-...

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Jan. 29, 2024

Tesla's Struggles, New Fashion Models go Bad, Tough times for Sophist…

The guys chat about the Tesla's profitability challenges, deep dive into Rent the Runway and StitchFix and speak to special guest Gavin Appel about potential changes to Sophisticated Investor rules and the difficulties of bei...

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Jan. 25, 2024

Deep Dive into Dating Apps, Labor Strife hits the Docks and the Joy o…

Adam and Adir looks at the economics of dating apps Match.com and Bumble, the impact of the growing industrial action impacting Australia's waterfront and the miracle of compounding growth.

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Jan. 22, 2024

Atlassian, Nike and the New Sneaker Wars and the benefits and downsid…

The guys discuss Adam's deep dive in Atlassian and debate whether it's one of the most over priced Australian businesses ever, the fascinating sneaker wars - Will Nike remain dominant? And the benefits and pitfalls of strateg...

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Jan. 8, 2024

The economics of Scooters, Airline Loyalty Schemes and our 2024 Predi…

Adam and Adir deep dive into the very profitable world of airline loyalty schemes, the economics of scooter and bike rental businesses and the guys make their 2024 predictions

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Jan. 1, 2024

The End of Rentals Cars, Adore Beauty Takeover and the Best and Worst…

Adam and Adir chat about how Turo will kill rental cars, the economics of Adore Beauty and the world's best and worst customer experiences. Adam's Sale of the Century Appearance: https://www.youtube.com/watch?v=EwPWddglsj0 Jo...

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Dec. 25, 2023

Zoe Foster-Blake's Triumph, Luxury Slumps and Why Small Businesses Sh…

Adam and Adir discuss the incredible sale and re-purchase of Go-To Cosmetics by Zoe Foster-Blake, the surprising downturn in the luxury segment and why Small Businesses should stay open

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Dec. 18, 2023

Is Work from Home A Goner, Will Chemist Warehouse Finally Get Listed …

Adam and Adir discuss why investors are breaking up with dating apps, the prospects of an ASX-listed Chemist Warehouse and are we reaching the beginning of end of WFH?

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Dec. 11, 2023

Is Afterpay Worthless?, Dodgy Review Websites and Nick Bolton Wins Ag…

Adam and Adir talk about dubious review websites and how affiliate marketing works, the rise and fall of Afterpay and Nick Bolton beats the establishment again.

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Dec. 4, 2023

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.

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Nov. 27, 2023

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

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Nov. 24, 2023

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 founder crushing it...

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Nov. 13, 2023

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.

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Nov. 9, 2023

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 ...

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Nov. 6, 2023

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.

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Oct. 30, 2023

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

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Oct. 24, 2023

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...

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