Jim’s Inflation Catastrophe, Credit Card Surcharge Backlash, Codan Goes Parabolic, Iran’s Negotiation Fail, Joby Takes Off and Mike’s Apology
The Contrarians with Adam and AdirShow Notes
Adam and Adir unpack the fallout from Australia’s credit-card surcharge changes, why retailers and consumers may both end up worse off, and whether the policy risks adding more inflationary pressure. Mike apologises for GTAVI misinformation, discussing Codan’s extraordinary growth and valuation, and dig into Joby Aviation, autonomous aircraft and the future of flying taxis.
00:00 - Queenstown, Tourism and GTA 6
20:45 - Credit Card Surcharges and Retail
54:02 - Iran, Energy and Geopolitics
1:04:21 - Australia’s Biggest Tech Businesses
1:09:35 - Codan’s Incredible Run
1:17:43 - Joby, Flying Taxis and The Future Of Flight
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