London's Heat Wave

Victoriaâs Crime Wave and the Housing Debate

The 30 Most Profitable Companies

The AI Bubble, Nvidia and the $7 Trillion Ques

CGT, Capitalism and Laborâs Budget Backlash

Remote Work, Gen Z and Canvaâs Office Crackd

Koala, SkinKandy and the ASX IPO Problem

Man Shake

Corporate Travelâs Latest Disaster

Adam and Adir discuss London’s heat wave, Victoria’s crime wave, Labor’s housing mess, the world’s most profitable companies, Nvidia and the AI bubble, remote work, Canva vs Figma, Koala, SkinKandy, The Man Shake and the latest Corporate Travel disaster.

00:00 - London's Heat Wave
06:00 - Victoria's Crime Wave and the Housing Debate
14:00 - The 30 Most Profitable Companies
23:00 - The AI Bubble, Nvidia and the $7 Trillion Question
44:00 - CGT, Capitalism and Labor's Budget Backlash
54:00 - Remote Work, Gen Z and Canva's Office Crackdown
1:05:01 - Koala, SkinKandy and the ASX IPO Problem
1:10:00 - Man Shake
1:20:00 - Corporate Travel's Latest Disaster

 

Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/

Adam and Adir discuss London&rsquo;s heat wave, Victoria&rsquo;s crime wave, Labor&rsquo;s housing mess, the world&rsquo;s most profitable companies, Nvidia and the AI bubble, remote work, Canva vs Figma, Koala, SkinKandy, The Man Shake and the latest Corporate Travel disaster.
00:00 - London's Heat Wave 06:00 - Victoria's Crime Wave and the Housing Debate 14:00 - The 30 Most Profitable Companies 23:00 - The AI Bubble, Nvidia and the $7 Trillion Question 44:00 - CGT, Capitalism and Labor's Budget Backlash 54:00 - Remote Work, Gen Z and Canva's Office Crackdown 1:05:01 - Koala, SkinKandy and the ASX IPO Problem 1:10:00 - Man Shake 1:20:00 - Corporate Travel's Latest Disaster
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Join us on Substack for articles, news and more: <a href="https://www.thecontrarianspod.com/">https://www.thecontrarianspod.com/</a>

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.

The Contrarians with Adam and Adir

AI’s $7 Trillion Bubble, Corporate Travel’s Next Disaster, Work From Home Revolts, and The Man Shake Buy Back

Adam and Adir discuss Tesla’s profit collapse, Elon Musk’s valuation premium, robotaxis, self-driving, BYD, SpaceX, Starlink, Richard White, Immutable, blockchain gaming, NFTs, crypto tokens, Australia’s unicorn bubble and the $3.5 billion valuation that never made sense.

Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/

See omnystudio.com/listener for privacy information.

Adam and Adir discuss Tesla&rsquo;s profit collapse, Elon Musk&rsquo;s valuation premium, robotaxis, self-driving, BYD, SpaceX, Starlink, Richard White, Immutable, blockchain gaming, NFTs, crypto tokens, Australia&rsquo;s unicorn bubble and the $3.5 billion valuation that never made sense.
Join us on Substack for articles, news and more: <a href="https://www.thecontrarianspod.com/?utm_source=chatgpt.com" data-start="361" data-end="395">https://www.thecontrarianspod.com/</a>
See omnystudio.com/listener for privacy information.

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

Ed Husic and the Gaza Debate

Jacinta Allen and Victorian Labor

Work From Home Laws

Highest Earning Celebrities of 1998

Nvidia's Margin Problem

KPMG

Waymo

Revolut

First Home Buyers

Adam and Adir discuss the Labor Party conference, Ed Husic, Jacinta Allan’s political problems, Victoria’s unemployment rate, a 1998 celebrity earnings quiz, Etched and the AI chip race, Nvidia, OpenAI, KPMG’s Lendlease audit scandal, Waymo vs Uber, Revolut, bank fees, Jim Chalmers’ housing policy and Australia’s property risk.

Watch the video Adam mentions: https://www.instagram.com/reels/DbNXhESCeXM/ 

2:06 - Ed Husic and the Gaza Debate
8:46 - Jacinta Allen and Victorian Labor
13:45 - Work From Home Laws
19:19 - Highest Earning Celebrities of 1998
35:33 - Nvidia's Margin Problem
57:11 - KPMG
1:00:36 - Waymo
1:09:53 - Mid Roll
1:10:17 - Revolut
1:17:53 - First Home Buyers

Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/

See omnystudio.com/listener for privacy information.

Adam and Adir discuss the Labor Party conference, Ed Husic, Jacinta Allan&rsquo;s political problems, Victoria&rsquo;s unemployment rate, a 1998 celebrity earnings quiz, Etched and the AI chip race, Nvidia, OpenAI, KPMG&rsquo;s Lendlease audit scandal, Waymo vs Uber, Revolut, bank fees, Jim Chalmers&rsquo; housing policy and Australia&rsquo;s property risk.
Watch the video Adam mentions: <a href="https://www.instagram.com/reels/DbNXhESCeXM/">https://www.instagram.com/reels/DbNXhESCeXM/&nbsp;</a>
2:06 - Ed Husic and the Gaza Debate 8:46 - Jacinta Allen and Victorian Labor 13:45 - Work From Home Laws 19:19 - Highest Earning Celebrities of 1998 35:33 - Nvidia's Margin Problem 57:11 - KPMG 1:00:36 - Waymo 1:09:53 - Mid Roll 1:10:17 - Revolut 1:17:53 - First Home Buyers
Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/
See omnystudio.com/listener for privacy information.

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

Adam and Adir discuss luxury hotel inflation, Instagram status games, SpaceX’s valuation drop, Starlink’s powers, Tesla vs BYD, Australia’s best-selling cars, Atlassian’s Loom problem, Mike Cannon-Brookes and Adam’s safari life.

Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/

See omnystudio.com/listener for privacy information.

Adam and Adir discuss luxury hotel inflation, Instagram status games, SpaceX&rsquo;s valuation drop, Starlink&rsquo;s powers, Tesla vs BYD, Australia&rsquo;s best-selling cars, Atlassian&rsquo;s Loom problem, Mike Cannon-Brookes and Adam&rsquo;s safari life.
Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/
See omnystudio.com/listener for privacy information.

AI’s $7 Trillion Bubble, Corporate Travel’s Next Disaster, Work From Home Revolts, and The Man Shake Buy Back

The Contrarians with Adam and Adir

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The Contrarians with Adam and Adir

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