LinkedIn Thoughts

Start Up Cities Quiz

Big W Chat Bot

ATO Ads

Labor's CGT "Semi" Backdown

KPMG

Ferrari

Adore

The guys discuss KPMG’s spectacular implosion, Labor’s chaotic CGT Reverse Ferret, the ATO’s small business scare campaign, Big W’s surprisingly good AI chatbot, Ferrari’s electric future, and Adore Beauty’s brutal market reality.

00:00 - LinkedIn Thoughts
09:15 - Startup Cities Quiz
15:00 - Big W Chat Bot Experience
27:50 - ATO Small Business Ads
30:00 - Labor's CGT Semi Backdown
44:00 - ASX
51:00 - KPMG
1:08:00 - Ferrari
1:12:00 - Adore Beauty

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

The guys discuss KPMG&rsquo;s spectacular implosion, Labor&rsquo;s chaotic CGT Reverse Ferret, the ATO&rsquo;s small business scare campaign, Big W&rsquo;s surprisingly good AI chatbot, Ferrari&rsquo;s electric future, and Adore Beauty&rsquo;s brutal market reality.
00:00 - LinkedIn Thoughts 09:15 - Startup Cities Quiz 15:00 - Big W Chat Bot Experience 27:50 - ATO Small Business Ads 30:00 - Labor's CGT Semi Backdown 44:00 - ASX 51:00 - KPMG 1:08:00 - Ferrari 1:12:00 - Adore Beauty Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/

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

KPMG Scandal Explodes, Labor’s CGT Shambles, ATO Scares Small Business, Ferrari Goes Electric, and Adore Beauty Goes Sideways

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.

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

Scott Middleton from Terem Capital joins Adam and Adir to break down Accent Group&rsquo;s business model, the strength of The Athlete&rsquo;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.
Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/

Deep Dive: The Rise and Fall and Takeover Fight for Accent Group, Australia's Shoe Giant

GLP-1's changing the economy

AI backlash from students

Is the modern world too convenient?

Happy Saturday! It’s time for another round of listener Q&A.

This week you asked:

💉 As GLP-1s and peptides become more widespread, which industries could be most affected over the next decade?

🤖 Why are younger people becoming so angry about AI being framed as “the next big thing”?

🛋️ Is modern life now optimised for comfort at the expense of meaning?

Got something you want Adam and Adir to tackle in a future episode? Drop it in the comments!

Happy Saturday! It&rsquo;s time for another round of listener Q&amp;A.
This week you asked:
💉 As GLP-1s and peptides become more widespread, which industries could be most affected over the next decade?
🤖 Why are younger people becoming so angry about AI being framed as &ldquo;the next big thing&rdquo;?
🛋️ Is modern life now optimised for comfort at the expense of meaning?
Got something you want Adam and Adir to tackle in a future episode? Drop it in the comments!

Ask Us Anything: How will GLP-1s change the economy? + Why are young people turning against AI?

Catapult Powering the World Cup

EOFY Sales

Taxis and Uber Decision

Adir's Sleep Question

$1B vs $1T

Robyn Denholm

CGT Changes

Xero

SpaceX

Tim Wilson Joins The Contrarians

00:00 - Catapult Powering the World Cup
04:00 - EOFY Sales
08:45 - Taxis + Uber Decision
18:00 - Sleep Question
23:00 - $1 Trillion vs $1 Billion
27:00 - Robyn Denholm
40:00 - CGT Changes + Impact on Startups
52:45 - VicRoads Fail
54:15 - Xero
1:04:00 - SpaceX
1:17:44.100 - Tim Wilson joins The Contrarians

 

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

00:00 - Catapult Powering the World Cup 04:00 - EOFY Sales 08:45 - Taxis + Uber Decision 18:00 - Sleep Question 23:00 - $1 Trillion vs $1 Billion 27:00 - Robyn Denholm 40:00 - CGT Changes + Impact on Startups 52:45 - VicRoads Fail 54:15 - Xero 1:04:00 - SpaceX 1:17:44.100 - Tim Wilson joins The Contrarians
&nbsp;
Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/

KPMG Scandal Explodes, Labor’s CGT Shambles, ATO Scares Small Business, Ferrari Goes Electric, and Adore Beauty Goes Sideways

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The Contrarians with Adam and Adir

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