Publication // Intelligence
The Contrarians
Business · English
The Contrarians publishes a mix of podcast episodes and articles analyzing Australian business trends, focusing on real estate cycles, private equity, AI valuation, and startup economics. The content targets investors, entrepreneurs, and professionals interested in market cycles, tax policy, and specific company performance.
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Recent content
Meta Comes Back, JB Hi-Fi Gets Cheap, and Hello World’s $135m Acquisition Gets Weird
45hEpisode 244: A $26M Microcap Sold For $320M, The Healthcare Assets Nobody Wanted and Why Retail Beats Industrial
3dSponsor · ASA Real Estate Partners
Commercial Property Cycle, Retail’s Comeback, Aged Care and Finding Value Where Nobody’s Looking: with Commercial Property Gun, Tim Slattery
3dSponsor · ASA Real Estate Partners
🔵 Episode 243: Firmus Goes to the Moon, Anthropic’s Profit Problem, Founder Tax Chaos, Breakthrough Victoria Death March and Xero’s Year from Hell 🔵
5dFirmus Goes to the Moon, Anthropic’s Profit Problem, Founder Tax Chaos, Breakthrough Victoria Death March and Xero's Year from Hell
5dFederal Labor’s New Ideology: Tax The Working, Not The Wealthy
6d🔵 Episode 242: Chris Judd live, the million-dollar politician, the red tape nobody will cut, and when to quit 🔵
8dAsk Us Anything: How Do We Get Real People Into Politics? + When Is It Time To Pivot? (with Chris Judd)
8dEpisode 241: Seneca's Zero-Fee Bet, AFG at Seven Times Earnings, HMC Capital's Fall From Grace and Why Nobody Wants the Unsexy Stuff
10dSponsor · Seneca
HMC Capital Comeback Tour and AFG Fights Housing Slump: With Star Fund Manager Luke Larrative
10dSponsor · Seneca Financial Solutions
🔵 Episode 240: Live Show, Macro Investing King Chris Judd joins, Apple’s $5,000 Foldable Bet, Australia’s Housing Mess, Cogstate and the Firmus Moneyshot 🔵
12dLive Show, Macro Investing King Chris Judd joins, Apple’s $3,500 Foldable Bet, Australia’s Housing Mess, Cogstate and the Firmus Moneyshot
12dTopics
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Recent guests
Co-founder of ASA Real Estate Partners; former CEO of APN Property Group.
Co-founder and Managing Partner · ASA Real Estate Partners · 3d
Dual Brownlow medallist and macro fund founder discussing politics and career pivots.
Founder of the Cerutty Macro Fund · Cerutty Macro Fund · 8d
Founder of Seneca Financial Solutions; discusses his low-fee fund strategy.
Seneca Financial Solutions · 10d
Guest discussing active investing and fee structures at Seneca.
Seneca Financial Solutions · 10d