The Contrarians with Adam and Adir

Why Interest Rates should Stay High, the Power of Loyalty Programs, Club Med’s Comeback, Cettire Victory Lap, LVMH’s Struggles and Adir’s Boycott

The guys discuss why interest rates shouldn’t get cut, AMPs new mega Qantas points bank account, how Club Med reinvented itself, Adam claims victory over powerful investors as Cettire’s share price collapses, LVMH reign comes to an end and Adir’s bookstore heartbreak.

00:00 - Intro + LVMH

15:17 - Instagram Ads

20:50 - Bookstore Experiences

25:36 - Curb Your Enthusiasm Story

28:40 - Vaccines

32:36 - Temple & Webster

39:10 - Cettire

46:00 - Club Med & The Eighth Power

53:38 - LinkedIn Censorship?

57:34 - Skip the Line

1:05:25 - Qantas Points

1:21:10 - LE’s New Loyalty Program

1:28:00 - Interest Rates

This week's sponsors:

Netwealth: ⁠www.netwealth.com.au⁠

Telstra: ⁠www.telstra.com.au/tbtc⁠

Vanta: ⁠www.vanta.com/contrarians⁠

Thanks for listening!

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Broadcast on:: 21 Apr 2025