Nvidia's AI Trade, Telstra’s Disaster, EasyJet’s Takeover Fight, Protein Mania, and TEG Loses the Plot

Nvidia's AI Trade, Telstra’s Disaster, EasyJet’s Takeover Fight, Protein Mania, and TEG Loses the Plot

July 13, 2026 · 1h 49m · Season 1 · Episode 221

About this episode

Adam and Adir discuss various topics including EasyJet's economics, Telstra's outage, and the rise of protein mania.

Adam and Adir discuss EasyJet and the economics of discount airlines, Telstra’s outage, Twinkies, protein mania, gambling, Norway’s sporting machine, work from home obesity, Nvidia and Fermi’s AI bubble, Bitcoin, TEG, Ticketek and Live Nation. Watch the Luton Airport Prank Video:  https://www.youtube.com/watch?v=Ya_LluCl16k Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/ See omnystudio.com/listener for privacy information. See omnystudio.com/listener for privacy information.

People in this episode

Hosts: Adam Schwab, Adir Shiffman

Topics covered

Keywords

Mentioned in this episode

Organizations: EasyJet, Telstra, Nvidia, Fermi, Bitcoin, TEG, Ticketek, Live Nation

Products: Twinkies

Places: Norway, Luton Airport

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