最佳Contrarian播客 (2024)

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Ep184: End of Year Report Card 2024 17:13

2d ago17:13

17:13

We made over/under price predictions in January of this year. Let's see how we did! Predictions made for the S&P 500, Gold, Silver, Oil, Copper, NatGas, Uranium, Bitcoin, and the USD. Recommended Crypto Trading Platform (And Bonus Eligibility) - https://nononsenseforex.com/cryptocurrencies/best-crypto-trading-platform/ For Decentralized Crypto Trad…

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Natural Gas as the Energy of the Future: Applications and Investment Opportunities, With Farid Guindo 47:51

2d ago47:51

47:51

Farid Guindo of Drill Capital Management joins the podcast to discuss his bullish views on natural gas -- not the commodity itself, necessarily, but its application to meet future energy demand. Content Highlights Natural gas as the energy of the future even as prices of the commodity itself plummet (1:08); Oil exploration is becoming increasingly …

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J.P. Morgan: Titan of Industry or Ruthless Monopolist? 13:19

4d ago13:19

13:19

J.P. Morgan, a name synonymous with America’s Gilded Age, evokes images of wealth, power, and controversy. Was he a savior who stabilized financial markets and pioneered innovation, or a monopolist who crushed competition and fueled inequality? This episode unravels the complex legacy of J.P. Morgan, diving into his humble beginnings, his monopolis…

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Is DEI Dead? Google AI Dominates, Best and Worst Loyalty Programs, Myer's Big Deal, Turo v Rental Cars, Restaurant Subscriptions and Raygun Jumps the Shark 1:53:22

6d ago1:53:22

1:53:22

Adam and Adir discuss the impending death of DEI, Google's remarkable AI comeback, Myer's controversial deal, discuss what makes an elite loyalty program (and who does it well and badly), rental cars, the fascinating business monetising restaurant reservations and Raygun's disaster Thanks for listening! Join us on LinkedIn: https://www.linkedin.com…

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Hindenburg vs. Adani: SEBI’s Role in India’s Biggest Corporate Showdown 14:32

7d ago14:32

14:32

The clash between Hindenburg Research and the Adani Group has shaken India’s financial markets, with accusations of stock manipulation, regulatory biases, and corporate governance failures. In this episode, we decode SEBI’s latest response to Hindenburg’s claims, the history of allegations against Adani, and what it all means for India’s economy. I…

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223 - Pt. 2 - Star Trek: The Motion Picture (RT) 1:12:58

8d ago1:12:58

1:12:58

We have a wide range of Trek-experience on this episode, and that’s part of what makes this Real Talk segment so special. Both Contrarians and both Yum Yum Podcasters agree it’s a slow movie and we all also agree it’s not the best adventure the Enterprise crew has been in - but at least one of us loves it, and one of us finds it extremely boring. P…

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223 - Pt. 1 - Star Trek: The Motion Picture (CC) 1:13:28

8d ago1:13:28

1:13:28

Long before Star Trek was anchored by young hipsters like Chris Pine and Sonequa Martin Green, it was a franchise that revolved around adults dealing with heady matters. Less shooting, more thinking. Less quips, more philosophical pondering. STAR TREK: THE MOTION PICTURE has been underappreciated ever since its debut, even by Trek fans, so it’s tim…

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Ep183: Never Stop Prepping 24:39

8d ago24:39

24:39

So you think we're out of the woods, and things are going to be great again, don't you? Dumbass. That's exactly when things go south in a hurry. Check your history. Any real contrarian would not only know this, but start ratcheting up their defensive playbook and make sure they are well set up to participate in all of the great potential upside we'…

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Success Unveiled: Is It Hard Work or Just Luck? 10:20

11d ago10:20

10:20

Is success about grinding it out or being in the right place at the right time? In this episode, we delve into the age-old debate of hard work vs. luck. From the numbers behind global income disparities to real-world stories like Bill Gates' early access to technology, we examine how privilege, chance, and effort intertwine. Explore behavioral stud…

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Netflix Kills Unlimited Leave, ClassPass Hero or Villain, Musk’s Investment of the Century, Crumbl and Adir’s Book Club 1:34:11

13d ago1:34:11

1:34:11

The guys discuss Netflix ending unlimited parental leave, is ClassPass killing gyms or saving them, Elon’s incredible six week return, the unhealthy Crumbl phenomenon and Adir’s Book Club returns Thanks for listening! Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast Subscribe on YouTube for all our vi…

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Amazon’s Dark Side: The Secrets Behind the Global Giant 10:33

14d ago10:33

10:33

Amazon, a symbol of convenience and innovation, has fundamentally reshaped global commerce. But beneath its polished facade lies a series of controversial practices that have sparked ethical, environmental, and social concerns. In this episode, we dive into Amazon’s darker side, exploring how the company’s pursuit of dominance has affected workers,…

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Ep182: Lithium 22:52

15d ago22:52

22:52

If you're doing this whole contrarian investing thing right, you're taking some of the profits you just made, and rotating them into things that are cheap. Problem is, there's not much cheap out there right now. Or is there? I've waited a LONG time to talk about Lithium. But it's finally time we had a serious chat about it. Recommended Crypto Tradi…

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Tesla's Autopilot Crisis: Innovation vs. Responsibility 9:50

18d ago9:50

9:50

Tesla's Autopilot, hailed as a revolutionary step towards autonomous driving, almost derailed the company's journey. In this episode, we explore the rise, controversies, and lessons of Tesla's Autopilot: How Elon Musk's ambitious vision set high stakes for Tesla. The initial excitement and subsequent challenges of Autopilot's launch. High-profile a…

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222 - Pt. 2 - The Apartment (RT) 56:58

18d ago56:58

56:58

Some critics say THE APARTMENT hasn’t aged particularly well. Is it the lighthearted depiction of infidelity, the sudden shift into very dramatic circumstances, the patriarchal happy ending, or something else? We discuss that in this Real Talk segment, as well as our ongoing efforts to figure out Billy Wilder as a filmmaker. Also: a special announc…

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222 - Pt. 1 - The Apartment (CC) 49:12

18d ago49:12

49:12

Let’s travel back to the 50s, when men cheated on their wives like it was a competition and the one dude who enabled them was considered a hero. Billy Wilder’s THE APARTMENT sports a towering 93% score in the Tomatometer, so it clearly needs to be taken down a peg. Listen to Alex & Julio as they discuss the logistics of turning your bachelor pad in…

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The Iconic Struggles, Pro Medicus Triumphs, Porsche v Ferrari v Hermes, AFR Businessperson of the Year and Computer Games 1:39:12

20d ago1:39:12

1:39:12

The guys discuss the fall and fall of eCommerce giant, The Iconic; Pro Medicus incredible run, why margin is everything in luxury retail, did the AFR get it wrong and the guys chat computer games Thanks for listening! Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast Subscribe on YouTube for all our vi…

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How Starbucks Manipulated the World: The Psychology Behind the Coffee Empire 11:06

21d ago11:06

11:06

Starbucks didn’t just sell coffee—it sold a lifestyle, a community, and an experience. In this episode, we explore how Starbucks grew from a single store in Seattle to a global powerhouse that fundamentally reshaped how the world consumes coffee. We dive into: The vision of Howard Schultz and how he transformed Starbucks into a “third place” for pe…

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Ep181: Dinosaur Tokens FTW!! 29:59

22d ago29:59

29:59

They laughed at us. They laughed at the projects we loved and supported. And now they've all been left behind, because they don't get to participate in the future of blockchain the way we do here at the podcast. Episode 181 goes over the older projects and tokens we invested in, and had the patience to wait out, where others folded. Recommended Cry…

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Private Equity: The Silent Killer of American Jobs and Communities 10:59

25d ago10:59

10:59

Private equity firms are quietly reshaping the American economy, and not for the better. In this episode, we expose how these investment groups buy up companies, load them with debt, and then strip them of resources—all in the name of profit. The result? Lost jobs, declining wages, higher healthcare costs, and hollowed-out communities. We dive deep…

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Starlink, Bitcoin, The Pros and Cons of Crowd Funding, unicorn Deep Dive and Adir the Celebrity 2:02:07

27d ago2:02:07

2:02:07

The guys go head-to-head on the benefits and costs of crowd funding, deep dive into the Class of ’21 including Canva, Culture Amp, Airwallex and ROKT, gold vs BTC and the wonders of Starlink Thanks for listening! Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast Subscribe on YouTube for all our video c…

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WeWork to Wealth: How Adam Neumann Stayed Rich After the Fall 13:41

28d ago13:41

13:41

Episode Summary: How did Adam Neumann, the co-founder of WeWork, remain a millionaire despite the company’s catastrophic fall from grace? In this episode, we explore the meteoric rise and dramatic collapse of WeWork, examining how Neumann's vision captivated investors and how his strategic exit left him wealthier than ever. We’ll dive into: The ori…

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221 - Pt. 2 - The Pope's Exorcist (RT) 1:00:02

29d ago1:00:02

1:00:02

Will Alex be able to look past his unabashed adoration for The Exorcist so he can embrace a sillier exorcism movie? Will THE POPE’S EXORCIST be part of that rare group of horror flicks Julio can enjoy? More importantly: are you aware of Russell Crowe’s Wrestlemania connection? All this and more in this Real Talk segment! TIMELINE 00:01:26 The Great…

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221 - Pt. 1 - The Pope's Exorcist (CC) 51:28

29d ago51:28

51:28

Russell Crowe has reached the delightful stage of his career where he’s just having fun. No longer burdened with the responsibility of being a hunky leading man, Crowe has played a schlocky Mr. Hyde, a campy Zeus, and now, a lighthearted exorcist. Love it. Unfortunately, THE POPE’S EXORCIST met with lukewarm critical reception, which means is up to…

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Ep180: Tax Loss Harvesting 19:08

29d ago19:08

19:08

Everybody loses, even us if you can believe it. So we need to take advantage of the beautiful loss mitigation known as Tax Loss Harvesting, and in Episode 180, VP explains how he is handling it and how you may want to do the same. Because losses were a bit hard to come by this year.... Recommended Crypto Trading Platform (And Bonus Eligibility) - h…

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Instagram and Your Brain: How Social Media is Rewiring Us 11:13

1M ago11:13

11:13

Instagram has reshaped how we interact, think, and even perceive ourselves. In this episode, we explore the platform’s profound effects on our brains, from the addictive dopamine-driven loops to its impact on attention spans, self-esteem, and social interactions. We'll dive into the psychological, neurological, and social consequences of Instagram …

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Xero, Technology One and Palantir Go Big, Netflix, Martha's Comeback and the Rule of 40 1:46:32

1M ago1:46:32

1:46:32

The guys discuss the stunning performance of Xero and Technology One, the strange rise and rise of Palantir, Martha Stewart's Remarkable Revival, Adir and Adam go deep on switching costs. the rise of Netflix and the death of linear TV and discuss the Rule of 40 and why it's so important for investors Thanks for listening! Join us on LinkedIn: https…

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From Struggles to Success: How Disney’s Dark Past Shaped Its Bright Future 11:40

1M ago11:40

11:40

This episode unpacks the challenges and controversies Disney has faced on its journey to becoming a global entertainment powerhouse. From Walt Disney's early financial failures and labor strikes to controversies around inclusivity, Disney transformed each obstacle into a stepping stone for innovation and growth. Key Points: Walt Disney’s Early Stru…

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Ep179: Trade Your Money 20:50

1M ago20:50

20:50

Most people just sit there and eat their balls when it comes to the value of the money in their bank accounts going down over time. What if it didn't have to be that way? We already have safe havens like gold to run to, but you want further diversification than just gold or Bitcoin. Most people have no options beyond this. Sucks for them, but not f…

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Opportunities in Closed-End Municipal Bond Funds: Jonathan Browne, RiverNorth Capital 40:44

1M ago40:44

40:44

Jonathan Browne, portfolio manager at RiverNorth Capital, joins the podcast to discuss investment opportunities in municipal bonds, specifically through the closed-end fund structure. This podcast episode was made available to premium subscribers the day after recording and without ads or announcements. To become a premium subscriber, visit our Sub…

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Crypto Scams: How Americans Are Losing Their Life Savings 13:52

1M ago13:52

13:52

In this episode, we uncover the rising epidemic of cryptocurrency scams in America. From fake investment schemes to phishing and “rug pulls,” scammers are finding ever more sophisticated ways to defraud individuals out of millions, targeting everything from retirement funds to emergency savings. But why are these scams becoming so prevalent, and ho…

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220 - Pt. 2 - Moana (RT) 57:20

1M ago57:20

57:20

It’s taken close to ten years for MOANA to get a sequel - an uncommon length of time for a movie so successful. Does it hold up as we prepare for the further adventures of Moana and Maui? Even better: does it live up to the hype for someone who had never seen it before? And what are the odds that The Rock dresses up as Maui on his next wrestling ma…

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220 - Pt. 1 - Moana (CC) 53:10

1M ago53:10

53:10

Every now and then, Disney likes to apply its Disney Template to other cultures in an effort to diversify the way it makes trillions of dollars. As the release of Moana 2 looms in our immediate future, it may be a good time to revisit the original MOANA and try to figure out why critics keep falling for the same tricks over and over. Listen to Alex…

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The Trump Trojan Horse - Contrarian Hour #27 58:25

1M ago58:25

58:25

Moyer and Tyson break down the election and why you shouldn't expect anything based from the new Trump administration for the next 4 years. Follow us on Twitter: https://twitter.com/contrarianhour Hosts: (Moyer) https://twitter.com/KidMoyer (Tyson) https://twitter.com/TraderTyson (Aiii) https://twitter.com/Aiiibro Podcast Links YouTube: https://www…

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Quadlock, Chemist Warehouse, waiving HECS, Tech Sector Job Drought and the Importance of CFOs 1:27:43

1M ago1:27:43

1:27:43

The guys talk about the incredible Quadlock success story, Chemist Warehouse deal done, the stupidity of waiving elite university debts, the great tech sector job cut continues and why it's hard (and important) to hire the right CFO. Thanks for listening! Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podca…

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Jim Simons: The Quant King Who Revolutionized Wall Street 14:32

1M ago14:32

14:32

In this episode, we explore the extraordinary life of Jim Simons, a mathematician and codebreaker who became one of the most successful traders in history. Known as the "Quant King," Simons used his expertise in mathematics and data science to build Renaissance Technologies, a hedge fund that redefined finance through algorithmic trading. With his …

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Ep178: Closed End Funds 17:40

1M ago17:40

17:40

G's only for this one. Closed End Funds (CEFs) are probably the most overlooked investment out there. If more people actually knew what the hell they were, they certainly wouldn't be overlooked. We briefly explain what CEFs are, and also explain how contrarians like us can take huge advantage of them, here in Episode 178. Stephen Bavaria on Adam Ta…

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Gerald Levin: The Media Mogul Behind HBO and the AOL-Time Warner Merger 10:14

2M ago10:14

10:14

In this episode, we explore the career of Gerald Levin, a media visionary who transformed HBO from a small cable channel into an entertainment powerhouse and played a pivotal role in creating the media giant Time Warner. However, one fateful decision—the AOL-Time Warner merger—would leave an indelible mark on his legacy. Once hailed for his forward…

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219 - Pt. 2 - Unforgiven (RT) 1:01:43

2M ago1:01:43

1:01:43

It wasn’t that long ago that we praised Steven Spielberg’s gritty take on the war genre. Does Clint Eastwood’s similar approach to Westerns manage to capture our interest the same way? UNFORGIVEN is just as celebrated as Saving Private Ryan, but you could argue we have less of a connection to its origin and its stars. So do we find anything transce…

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219 - Pt. 1 - Unforgiven (CC) 58:25

2M ago58:25

58:25

Props where props are due: back in 1992, Clint Eastwood figured out a way to turn his status as an aging cowboy into an asset. UNFORGIVEN may be an unremarkable Western, but Clint managed to trick critics and audiences into buying it as an exploration of the first half of his career - successfully fueling the second half. Listen to Alex & Julio as …

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Joe Aston Joins The Contrarians, Australia's Most Promising Companies and the End of Horse Racing, 1:57:26

2M ago1:57:26

1:57:26

The guys chat to Joe Aston about The Chairman's Lounge, Adir looks back on Australia's most promising companies from 2003 and has the Melbourne Cup Carnival jumped the shark Thanks for listening! Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast Subscribe on YouTube for all our video content: https://h…

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Elon Musk: Visionary or Loose Cannon? 13:37

2M ago13:37

13:37

In this episode, Andreas Jones dives into the intriguing life and career of Elon Musk, one of today’s most controversial and influential figures. Musk has transformed industries like electric vehicles, space exploration, and even artificial intelligence. From his early days as a tech prodigy and his success with PayPal, to his role in launching Tes…

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Gary Kelly and the Southwest Airlines Journey: From Profitability to Pandemic 13:59

2M ago13:59

13:59

In this episode, we explore the career of Gary C. Kelly, who led Southwest Airlines for nearly two decades, transforming it into one of the largest low-cost airlines in the world. Known for his people-first approach, Kelly’s leadership philosophy focused on creating a workplace where employees felt valued, believing that happy employees lead to hap…

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Ep177: Uncomfortable Truths 24:39

2M ago24:39

24:39

A lot of people just learned a very tough lesson this past week, but we are ALL vulnerable to putting our emotions and more importantly our money in the wrong places because we either cannot deal with, or are simply unaware of the uncomfortable truths out there in the world. One of the biggest ones out there right now is where, geographically, you …

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Bob Nardelli and the Downfall of Home Depot: A Leadership Case Study 11:55

2M ago11:55

11:55

In this episode, Andreas Jones explores the controversial tenure of Bob Nardelli as CEO of The Home Depot. Hired in 2000, Nardelli was expected to drive Home Depot’s growth based on his stellar record at General Electric. However, his rigid management style, focus on cost-cutting, and shift toward professional contractors alienated employees and cu…

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Qantas Upgrades, US Election, Roblox Struggles, Temple & Webster and the Nerds Gummy Cluster Phenomenon 2:01:24

2M ago2:01:24

2:01:24

The guys discuss the fallout from Joe Aston’s Qantas expose, US election happenings, the turmoil at gaming platform Roblox, Temple & Webster’s huge valuation and Adir deep dives into the world of Nerds Gummy Clusters Thanks for listening! Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast Subscribe on Y…

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Arthur D. Little: The Industrial Visionary Who Changed Everything—For Better or Worse 13:38

2M ago13:38

13:38

In this episode, Andreas Jones uncovers the fascinating but controversial life of Arthur Dehon Little, a pioneer of modern consulting who bridged the gap between science and industry. Little’s work in chemical engineering, especially with cellulose acetate, revolutionized materials science, while his firm, Arthur D. Little, Inc., shaped industries …

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Ep176: The Election Episode 29:20

2M ago29:20

29:20

Whoever wins the US Elections this week will likely help determine the fate of a number of instruments and sectors we like to invest in. So in Episode 176, we go over the probabilities of each candidate winning, but far more importantly what a victory for each side could mean for our current and future holdings. Recommended Crypto Trading Platform …

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US Election 'Black Swans' Include Significant Chance of Political Violence 32:04

2M ago32:04

32:04

https://contrarianpod.com/content/podcasts/season6/us-election-black-swans-chances-political-violence/Dr. Mike Blyth of risk services company Sigma7, joins the podcast to discuss 'unknown unknowns' facing next week's US election. Blyth is a career national security professional, having worked for US and British civil and military operations globall…

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