Scott Middleton from Terem Capital joins Adam and Adir to break down Accent Group’s business model, the strength of The Athlete’s Foot, the Hoka opportunity, the Glue Store write-off, the risks in fashion retail, and whether Frasers is trying to buy the company too cheaply.
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AI Fund Explodes, Alan Joyce is Back, Victoria’s Labor Reset, Fauci’s COVID Reckoning and Credit Card Chaos
1:24:15

Tesla Going Down...Down, Immutable’s Massive Fall and Australia’s Unicorn Bubble
36:37

AI Bubble, Waymo Ditches Uber, Jacinta Allan’s Disaster, KPMG Scandal and Jim Chalmers’ Crashes Housing in All the Wrong Places
1:29:02