Australia's Housing Crash

NVIDIA

Canva's Valuation Markdown

Adam and Adir unpack the growing pressure in Australia’s housing market, with falling prices, sticky inflation and the fallout from the federal budget creating a messy economic picture. They also dig into NVIDIA’s latest AI infrastructure financing play, why CUDA may not be as untouchable as it once looked, and whether the AI boom is starting to look more fragile. Plus, Canva’s valuation gets marked down, SaaS multiples come back to earth, and Blackbird raises another billion dollars.

00:00 - Australia's Housing Crash
10:21 - NVIDIA
24:45 - Canva's Valuation Markdown

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

Adam and Adir unpack the growing pressure in Australia&rsquo;s housing market, with falling prices, sticky inflation and the fallout from the federal budget creating a messy economic picture. They also dig into NVIDIA&rsquo;s latest AI infrastructure financing play, why CUDA may not be as untouchable as it once looked, and whether the AI boom is starting to look more fragile. Plus, Canva&rsquo;s valuation gets marked down, SaaS multiples come back to earth, and Blackbird raises another billion dollars.
00:00 - Australia's Housing Crash 10:21 - NVIDIA 24:45 - Canva's Valuation Markdown
Join us on Substack for articles, news and more: <a href="https://www.thecontrarianspod.com/?utm_source=chatgpt.com" data-start="3969" data-end="4003">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

Housing Crash Gets Real, NVIDIA’s AI Factory Gamble, Canva’s Markdown

Adam and Adir unpack Expert360’s painful sale, why founders need to think carefully about golden windows, and what CTM’s return to the ASX says about survival, short sellers and investor risk. They also dig into Iran’s blockade problem, student politics at Monash, Alastair Clarkson’s messy North Melbourne exit, and the athlete rich list quiz that turns into a bigger conversation about brand, equity and celebrity power.

00:00 - Intro
12:20 - Alistair Clarkson & North Melbourne
25:08 - Student Politics at Monash
36:17 - The Athlete Rich List Quiz
50:30 - Iran and the Straight of Hormuz
1:02:30 - Expert360
1:16:04 - CTM

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

Try Braze

Adam and Adir unpack Expert360&rsquo;s painful sale, why founders need to think carefully about golden windows, and what CTM&rsquo;s return to the ASX says about survival, short sellers and investor risk. They also dig into Iran&rsquo;s blockade problem, student politics at Monash, Alastair Clarkson&rsquo;s messy North Melbourne exit, and the athlete rich list quiz that turns into a bigger conversation about brand, equity and celebrity power.
00:00 - Intro 12:20 - Alistair Clarkson &amp; North Melbourne 25:08 - Student Politics at Monash 36:17 - The Athlete Rich List Quiz 50:30 - Iran and the Straight of Hormuz 1:02:30 - Expert360 1:16:04 - CTM
&nbsp;Join us on Substack for articles, news and more: <a href="https://www.thecontrarianspod.com/">https://www.thecontrarianspod.com/</a>
<a href="https://www.braze.com/get-started/?utm_campaign=fy27-q3-apac-paid-field-the-contrarians-podcast&amp;utm_medium=podcast&amp;utm_source=the-contrarians&amp;utm_content=host-read-ad">Try Braze</a>

Expert360 Heartbreak, CTM is Back, Iran Stalemate gets less Stale and The Athlete Rich List

Australian Retail Stocks Are Getting Smashed

Kogan, Temple & Webster and Koala

Cettire's Collapse

Australia’s retail stocks are getting smashed, but Adam and Adir think the sell-off could finally be creating opportunities in businesses like JB Hi-Fi, Kogan and Koala.

Meanwhile, Cettire has lost 95% of its value in two years and its latest results raise even more questions about how long the luxury retailer can keep going.

00:00 Australian Retail Stocks Are Getting Smashed
12:41 Kogan, Temple & Webster and Koala
16:40 Cettire’s Collapse & The Art of Contrarian Investing

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

Try Braze

Australia&rsquo;s retail stocks are getting smashed, but Adam and Adir think the sell-off could finally be creating opportunities in businesses like JB Hi-Fi, Kogan and Koala.
Meanwhile, Cettire has lost 95% of its value in two years and its latest results raise even more questions about how long the luxury retailer can keep going.
00:00 Australian Retail Stocks Are Getting Smashed 12:41 Kogan, Temple &amp; Webster and Koala 16:40 Cettire&rsquo;s Collapse &amp; The Art of Contrarian Investing
Join us on Substack for articles, news and more: <a href="https://www.thecontrarianspod.com/">https://www.thecontrarianspod.com/</a>&nbsp;
<a href="https://www.braze.com/get-started/?utm_campaign=fy27-q3-apac-paid-field-the-contrarians-podcast&amp;utm_medium=podcast&amp;utm_source=the-contrarians&amp;utm_content=host-read-ad">Try Braze</a>

Retail Deep Dive: Kogan shows the money and Cettire close to the edge

Defcon Merch and Tansu’s First Week

Zoox

Vanguard Smart Glasses

Leo Esaki's Five Don'ts

Disney's Hidden Powers

GTA VI

Eureka Pet Co

Victoria's Crime Problem

Canva

Xero's Shareholder Revolt

Adam and Adir unpack the investor fight building around Canva, AirTree and the painful question of when early backers should finally get liquidity. They also dig into Xero’s shareholder revolt, Corporate Travel Management’s surprise rescue deal, Zoox’s lost upside, the return of hardware startups, and why Disney might be one of the rare businesses with almost every major competitive power.

00:00 - Defcon Merch and Tansu’s First Week
07:14 - Zoox
16:31 - Vanguard Smart Glasses
23:05 - Leo Esaki's Five Don'ts
27:47 - Disney's Hidden Powers
35:53 - GTA VI
43:13 - Eureka Pet Co.
48:20 - Victoria's Crime Problem
58:04 - Canva
1:13:19 - Xero's Shareholder Revolt
1:20:40 - CTM

The first 20 listeners to use code "TCfirst20" at Tanssu.com will redeem the offer mentioned in this week's episode: https://www.tanssu.com/discount/TCfirst20. Add “The Set” to your cart in any colour. Then at checkout, the code will remove the cost of the tote.

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

Adam and Adir unpack the investor fight building around Canva, AirTree and the painful question of when early backers should finally get liquidity. They also dig into Xero&rsquo;s shareholder revolt, Corporate Travel Management&rsquo;s surprise rescue deal, Zoox&rsquo;s lost upside, the return of hardware startups, and why Disney might be one of the rare businesses with almost every major competitive power.
00:00 - Defcon Merch and Tansu&rsquo;s First Week 07:14 - Zoox 16:31 - Vanguard Smart Glasses 23:05 - Leo Esaki's Five Don'ts 27:47 - Disney's Hidden Powers 35:53 - GTA VI 43:13 - Eureka Pet Co. 48:20 - Victoria's Crime Problem 58:04 - Canva 1:13:19 - Xero's Shareholder Revolt 1:20:40 - CTM
The first 20 listeners to use code "TCfirst20" at Tanssu.com will redeem the offer mentioned in this week's episode: <a href="https://www.tanssu.com/discount/TCfirst20">https://www.tanssu.com/discount/TCfirst20</a>. Add &ldquo;The Set&rdquo; to your cart in any colour. Then at checkout, the code will remove the cost of the tote.
Join us on Substack for articles, news and more: <a href="https://www.thecontrarianspod.com/" data-start="3638" data-end="3672">https://www.thecontrarianspod.com/</a>

Housing Crash Gets Real, NVIDIA’s AI Factory Gamble, Canva’s Markdown

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