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Between Meetings with Matt Heine

Netwealth Investments Limited

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Monthly
 
In this podcast series Matt Heine, Managing Director of Netwealth, chats to industry professionals and thought leaders on what opportunities and challenges they see for financial advisers, what they are working on and their favourite business book or podcast, to uncover their insights on a wide range of topics in relation to the delivery of advice and financial services.
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The Portfolio Construction Podcast

Netwealth Investments Limited

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In this podcast series, Paul O'Connor, Netwealth's Head of Investment Management & Research, picks the brains of key wealth management professionals to uncover unique insights on the investment areas they are most passionate about. Together they explore potential opportunities, challenges and considerations in the market while also sharing fascinating stories and lessons from their experience. We hope you enjoy the unique perspectives.
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The Contrarians with Adam and Adir

Adam Schwab and Adir Shiffman

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Get the fearless truth about start-ups and corporate Australia from guys that give you the hard facts, not the company line. Hear Luxury Escapes co-founder Adam Schwab and Catapult Sports Exec Chairman Adir Shiffman provide the inside word on the biggest stories in business with a contrarian take from the guys who sit on both sides of the table. New episodes dropping weekly.
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The guys discuss the fallout from the Bondi tragedy and why Labor failed to act on Antisemitism, Taylor Swift’s Eras Richard, ASIC loses the plot with the First Guardian debacle, PuppyGate WFH, Shayne Elliott $13.5m ANZ lawsuit and is Lululemon done? Thanks for listening! Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-ad…
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The guys discuss the massive $250m HotDoc Sale to Potentia, Corporate Travel Management gets a six month stay of execution, Albanese tights family travel rules, why smart businesses don’t shut during Christmas and what are the world’s busiest airline routes Thanks for listening! Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-…
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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://https://www.youtube.com/@ContrariansPodcast Follow us on Instagram: https://www.instagram.com/contrarianspod Follow us on TikTok: https://www.tiktok.com/@contrarianspod See om…
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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://https://www.youtube.com/@ContrariansPodcast Follow us on Instagram: https://www.instagram.com/contrarianspod Follow us on TikTok: https://www.tiktok.com/@contrarianspod See om…
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Adam and Adir discuss politicians feasting on taxpayer largesse, deep dive into the CTM mess – will it survive, Adam quizzes Adir on the most valuable global brands, Mallesons comes home, RBA concedes defeat with interest rates and the rise and rise of Waymo. Thanks for listening! Join us on LinkedIn: https://www.linkedin.com/company/the-contrarian…
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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://https://www.youtube.com/@ContrariansPodcast Follow us on Instagram: https://www.instagram.com/contrarianspod Follow us on TikTok: https://www.tiktok.com/@contrarianspod See om…
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In this episode, Paul O'Connor sits down with Matthew Webb, co-founder of Scarcity Partners, to unpack private equity's next frontier: GP staking. Discover how shifting from funds to backing managers is rewriting the growth game. Tune in to learn: Why backing businesses and leaders, not just individual funds, gives you exposure across all their inv…
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In this episode, Matt Heine sits down Eliza De Pardo, a leading consultant to wealth management firms. They explore the differences between the US and Australian advice markets, the key ingredients for firm success, and how technology and marketing are reshaping client growth. Eliza discusses her journey, the importance of strategic leadership, and…
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Adir gives an incredible deep dive into the business of AI and will OpenAI survive? Netflix bids for Warner and bets the company, Bending Spoons hits $11b, Australia about to kick of world kids first social media ban, Amex devalued points (again) and Annika Wells business class debacle. Thanks for listening! Join us on LinkedIn: https://www.linkedi…
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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://https://www.youtube.com/@ContrariansPodcast Follow us on Instagram: https://www.instagram.com/contrarianspod Follow us on TikTok: https://www.tiktok.com/@contrarianspod See om…
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Temple & Webster's share is finally starting to crash back down to earth, with the company's AGM shocking investors with an 18% revenue growth, down from 23%. Adam, Adir and guest Scott from Terem Capital break down the insane drop of Temple's shares in this special bonus episode. See omnystudio.com/listener for privacy information.…
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The guys go deep into the debacle at Droneshield, Corporate Travel Management's refund disaster and will it survive, BOM spends a fortune of taxpayer dollars on dud app, Compaq's fascinating backstory and who is the richest person in NZ. Thanks for listening! Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-p…
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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://https://www.youtube.com/@ContrariansPodcast Follow us on Instagram: https://www.instagram.com/contrarianspod Follow us on TikTok: https://www.tiktok.com/@contrarianspod See om…
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The guys chat about the Nvidia worries which could sink the market, Xero's latest announcement disappoints investors again, Droneshield rings the bell, Adam's Tesla fail, ABC Bias Problems and Adir unleashes an epic quiz. Thanks for listening! Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast Subscribe…
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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://https://www.youtube.com/@ContrariansPodcast Follow us on Instagram: https://www.instagram.com/contrarianspod Follow us on TikTok: https://www.tiktok.com/@contrarianspod See om…
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The guys deep dive into Droneshield’s great sell down, the untimely death of Menulog, is Nancy Pelosi the world’s greatest insider trader, is OpenAI a corporate scam, Victoria’s woke judges and Adam’s airport security fail. Thanks to our sponsor Terem Capital. Thinking of selling your business? Visit https://terem.capital/contrarians/ Thanks for li…
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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://https://www.youtube.com/@ContrariansPodcast Follow us on Instagram: https://www.instagram.com/contrarianspod Follow us on TikTok: https://www.tiktok.com/@contrarianspod See om…
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In this episode, Matt Heine sits down with Alex Zaccaria, Co-Founder and CEO of Linktree, to explore how a simple idea became a global digital identity platform. Alex discusses Linktree's early days in the music industry, its explosive user growth, and the challenges of scaling a tech company through rapid change. He shares insights into leading th…
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The guys discuss Australia’s inflation disaster and the RBA getting it wrong again, Pet Circle calamity continues, Navan goes public and Adam is a big fan, Graham Richardson dies, economic illetaral socialuist Zohran Mandani becomes mayor of the heart of capitalism and Luxury Escapes opens its second retail store. Thanks to our sponsor Terem Capita…
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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://https://www.youtube.com/@ContrariansPodcast Follow us on Instagram: https://www.instagram.com/contrarianspod Follow us on TikTok: https://www.tiktok.com/@contrarianspod See om…
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The guys discuss the growing bubble in ASX20 stocks, deep dive into Jumbo Interactive, Adir Reviews Fyxer AI, why Halloween is the best day and chat to Jordy Kaye founder of Great Wrap. Thanks to our sponsor Terem Capital. Thinking of selling your business? Visit https://terem.capital/contrarians/ Thanks for listening! Join us on LinkedIn: https://…
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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://https://www.youtube.com/@ContrariansPodcast Follow us on Instagram: https://www.instagram.com/contrarianspod Follow us on TikTok: https://www.tiktok.com/@contrarianspod See om…
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In this episode of the Portfolio Construction Podcast, Paul O'Connor is joined by Max Swango, Managing Director and Global Head of Client Portfolio Management at Invesco Real Estate. Together, they unpack the forces reshaping global property portfolios - from retail's resurgence and shifting office dynamics to the rising demand for residential asse…
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The Westpac WFH decision and why the entire business media buried the lede, the inside scoop on Catapult’s latest successful capital raise, Atlassian horror run of M&A continues, the world’s biggest rocket businesses, Delta targets the rich and wins and Adir’s latest brush with fame. Thanks for listening! Join us on LinkedIn: https://www.linkedin.c…
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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://https://www.youtube.com/@ContrariansPodcast Follow us on Instagram: https://www.instagram.com/contrarianspod Follow us on TikTok: https://www.tiktok.com/@contrarianspod See om…
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The guys chat about peak ChatGPT and their bizarre p*rn fetish, Australian venture capital hits turbulence, Xero’s highly paid CEO, Nike store franchise owner collapses, Adir investigates the wonderful world of NRMA and Waymo expands its empire globally. Thanks for listening! Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-wit…
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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://https://www.youtube.com/@ContrariansPodcast Follow us on Instagram: https://www.instagram.com/contrarianspod Follow us on TikTok: https://www.tiktok.com/@contrarianspod See om…
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The guys discuss the incredible AI Boom and growing risks, deep dive into Coden Technology – Australia’s lowest profile tech giant, the hidden world of Pokémon card, the big business of indy board games and founders behaving badly. Thanks for listening! Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast…
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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://https://www.youtube.com/@ContrariansPodcast Follow us on Instagram: https://www.instagram.com/contrarianspod Follow us on TikTok: https://www.tiktok.com/@contrarianspod See om…
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Matt Heine welcomes Michael Goodman, President of Wealthstream Advisors Inc., for an in-depth conversation on building and scaling a successful advice firm, recognised as a "Best Place to Work." Based in Manhattan, Michael reflects on his 29 year journey - from starting the practice solo to managing $1.7 billion in AUM with a 23-person team. He dis…
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In this episode of the Netwealth Portfolio Construction Podcast, Paul O'Connor is joined by Helen Mason, Portfolio Manager at Schroders Investment Management Australia. Helen explores the real story behind Australia's credit markets and where change sparks new opportunities for advisers and investors. Get insight on: How APRA's phase-out of hybrids…
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Atlassian does another acquisition, EA Sports goes private in the largest leveraged buy out ever, SCA Buys Seven and skips shareholder approval, who is Australia's most famous business family, the economics of Cameo and Adir Shiffman's Catapult in the ASX200. Thanks for listening! Join us on LinkedIn: https://www.linkedin.com/company/the-contrarian…
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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://https://www.youtube.com/@ContrariansPodcast Follow us on Instagram: https://www.instagram.com/contrarianspod Follow us on TikTok: https://www.tiktok.com/@contrarianspod See om…
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The guys discuss Nvidia’s $100b OpenAI ‘Investment’, Canva’s Profitability Conundrum, ASIC hammers Latrobe and signals trouble for private credit, the guys argue about the Stubhub IPO, Adir’s Airline troubles and has Australia become the red tape mecca of the world. Thanks for listening! Join us on LinkedIn: https://www.linkedin.com/company/the-con…
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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://https://www.youtube.com/@ContrariansPodcast Follow us on Instagram: https://www.instagram.com/contrarianspod Follow us on TikTok: https://www.tiktok.com/@contrarianspod See om…
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The guys discuss ROKT’s soaring valuation and dual listing, med tech, Flying Turtle enters Australia, Reebok founder’s sad tale, the incredible story of Haigh’s Cholates and Mike’s travel diary. 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 vid…
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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://https://www.youtube.com/@ContrariansPodcast Follow us on Instagram: https://www.instagram.com/contrarianspod Follow us on TikTok: https://www.tiktok.com/@contrarianspod See om…
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The guys discuss Oracle’s Ascent and Larry Ellison briefly overtaking Elon, Amex crushes frequent flier junkies (again), Adir’s torrid Booking.com experience, ANZ shuts up shop at Cashrewards and Adam a victim of crime. Thanks for listening! Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast Subscribe o…
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Please send questions in to https://www.thecontrarianspod.com/ 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://https://www.youtube.com/@ContrariansPodcast Follow us on Instagram: https://www.instagram.com/contrarianspod Fol…
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The guys discuss Woolworth’s Big W struggles, Cettire’s horror earnings announcement, the benefits of neurodiversity, Dan Andrews’ China vacation and chat to Dave Hyman founder of Lendi, Australia’s low profile unicorn. Thanks for listening! Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast Subscribe o…
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Submit any questions you'd like the guys to answer at https://www.thecontrarianspod.com/ 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://https://www.youtube.com/@ContrariansPodcast Follow us on Instagram: https://www.instag…
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In this episode of the Netwealth Portfolio Construction Podcast, Paul O'Connor is joined by Jay Sivapalan, Head of Australian Fixed Interest at Janus Henderson Investors. Jay shares his perspective on how shifting geopolitical and macroeconomic forces are reshaping investment strategies. The conversation explores: How China's leadership in renewabl…
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The guys destroy CSL and Reece’s WFH Excuse, Adir breaks down Site Minder’s huge surge, Qantas delivers a record result, Nvidia hits new highs but are grey skies looming, Blackbird’s Class of 2015, Sydney Outshines Dan Andrews’ Hellhole and KPop Rules. Thanks for listening! Sponsors: Microequities: https://microequities.com.au/contrarians/ Join us …
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Thanks for listening! Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast Sponsors: Microequities: https://microequities.com.au/contrarians/ Subscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcast Follow us on Instagram: https://www.instagram.com/contrarianspod…
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Matt Heine chats with Danni Le Grande, Head of IFA Consulting at Finura Group, one of Australia's leading technology consultants for advice firms. With a career spanning licensees, funds management, advice practices, and tech consulting, Danni explains why tech fatigue is real, and how firms can simplify processes to drive better outcomes for clien…
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The guys chat about CSL’s vaccine spin off and its share price disaster, just how good is Canva, Xero CEO’s lavish pay packet gets slammed by shareholders, Step One struggles to make a buck, RBA again fails basic understanding of how money works and Adam quizzes Adir on the world’s most valuable companies. Sponsors: Microequities: https://microequi…
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Thanks for listening! Sponsors: Microequities: https://microequities.com.au/contrarians/ 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://https://www.youtube.com/@ContrariansPodcast Follow us on Instagram: https://www.instagram.com/contrarianspod…
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The guys go real deep in Temple & Webster’s full year numbers, when did lawyers become so overpaid, the Sushi wars, why the NHS became the world’s worst health system and Victoria becomes a failed state. Thanks for listening! Sponsors: Microequities: https://microequities.com.au/contrarians/ Join us on LinkedIn: https://www.linkedin.com/company/the…
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Thanks for listening! Sponsors: Microequities: https://microequities.com.au/contrarians/ 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://https://www.youtube.com/@ContrariansPodcast Follow us on Instagram: https://www.instagram.com/contrarianspod…
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