← Firmus
Episodes featuring Firmus
10 episodes, newest first.
- Oct 7, 2026
AI IPOs test whether infrastructure can outrun fundamentalsEquity Mates Investing PodcastOct 7, 2026 - Oct 5, 2026
Australia’s policy bets collide with markets, technology and growthThe Contrarians with Adam and AdirOct 5, 2026 - Oct 5, 2026
Why transformational AI may still make a poor investmentEquity Mates Investing PodcastOct 5, 2026 - Oct 2, 2026
Retail weakness tests AI valuations and private equity exitsThe Contrarians with Adam and AdirOct 2, 2026 - Sep 25, 2026
AI’s chip glut may be hiding in plain sightBetter OfflineSep 25, 2026 - Sep 23, 2026
AI’s next frontier runs from model costs to robot powerBloomberg TechSep 23, 2026 - Sep 21, 2026
AI valuations collide with founder taxes and Xero’s reckoningThe Contrarians with Adam and AdirSep 21, 2026 - Sep 21, 2026AI reshapes summit diplomacy and exposes financial concentrationBloomberg TechSep 21, 2026
- Sep 14, 2026
Judd weighs debt risks as AI reshapes investingThe Contrarians with Adam and AdirSep 14, 2026 - Sep 14, 2026
Jensen Huang argues AI progress needs guardrails, not a haltAll-In with Chamath, Jason, Sacks & FriedbergSep 14, 2026