MG
Mass Group Holdings
Organization
An Australian private investment and operating group associated with businesses in resources, energy, infrastructure, and data-centre development.
2 episodes featuring Mass Group Holdings
The Contrarians with Adam and Adir
Retail weakness tests AI valuations and private equity exits
The episode connects higher rates and weaker demand across retail, speculative AI infrastructure and private equity’s strained exit model.
Oct 2, 2026 · 45 min
The Contrarians with Adam and Adir
Judd weighs debt risks as AI reshapes investing
The episode connects Australia’s housing strain and Apple’s pricing power to a broader question about debt, inflation, and whether AI infrastructure can earn its enormous investment.
Sep 14, 2026 · 1h 19m