HeyJaredThe Contrarians with Adam and Adir
Get the fearless truth about start-ups and corporate Australia from guys that give you the hard facts, not the company line.
- Indexed episodes, last 90 days
- 27
- Latest publication
- Sep 23, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 3, 2026
Latest episodes
Commercial Property Cycle, Retail’s Comeback, Aged Care and Finding Value Where Nobody’s Looking: with Commercial Property Gun, Tim Slattery (opens the original)
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Tim Slattery joins Adam and Adir to unpack his journey from becoming an ASX CEO at around 30 to selling APN Property Group to Dexus for more than $300 million and starting again with ASA Real Estate Partners. They dig into commercial property cycles, industrial and office markets, why shopping centres survived the e-commerce threat, and the unloved sectors, including specialised care property, where Tim sees opportunity. This episode was part of a paid partnership with ASA Real Estate Partners.
Firmus Goes to the Moon, Anthropic’s Profit Problem, Founder Tax Chaos, Breakthrough Victoria Death March and Xero's Year from Hell (opens the original)
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Adam and Adir unpack Anthropic’s unusual approach to profitability, the extraordinary valuation being floated for Firmus and what could eventually unwind the economics of the AI boom. They also dig into Australia’s founder tax changes, Breakthrough Victoria and the National Reconstruction Fund, before turning to Xero’s executive pay fight, US strategy and brutal share-price decline. 00:00 - Adir's Gaming Sesh 12:31 - The US Open and The Focus of Winners 16:09 - Victoria’s Pothole Crisis 22:46 -
Ask Us Anything: How Do We Get Real People Into Politics? + When Is It Time To Pivot? (with Chris Judd) (opens the original)
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Live from The Commons in Cremorne, Adam and Adir are joined by Chris Judd for a special Ask Us Anything episode. This week: How do we attract more capable people into politics? What would actually improve productivity in Australia? When should founders, investors and operators pivot, hold course or walk away? Got a question you want answered? Drop it in the comments! Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/
HMC Capital Comeback Tour and AFG Fights Housing Slump: With Star Fund Manager Luke Laretive (opens the original)
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Luke Laretive joins Adam and Adir to unpack how Seneca approaches active investing, why its small-cap fund uses an unusually aligned fee structure, and where he still sees opportunities in an increasingly passive market. They dig into Australian Finance Group’s mortgage and lending business, HMC Capital’s brutal repricing, HealthCo and Healthscope, DigiCo, private credit and why the market may be overlooking some very cheap assets. 00:00 - Luke Laretive and Seneca 16:05 - AFG Deep Dive 32:14 - H
Live Show, Macro Investing King Chris Judd joins, Apple’s $3,500 Foldable Bet, Australia’s Housing Mess, Cogstate and the Firmus Moneyshot (opens the original)
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Adam and Adir record live from The Commons in Cremorne, covering Australia’s worsening housing and rent crisis, Apple’s rumoured folding iPhone, the company’s pricing power, and whether AI’s frontier model economics can survive customers moving to cheaper alternatives. Chris Judd then joins to talk markets, uncertainty, inflation, US debt, Cogstate, MAAS Group, Firmus, data centres, founder-led investing and why the best returns often come from backing people prepared to think differently. 00:00
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