Shared Lunch: Recent Episodes
Sharesies
A conversation with experts, CEOs, and you. Each week we alternate between an interview with a company leader and an industry deep dive. Sit down for lunch and walk away with a fresh take on the share market, companies you can invest in, and the future of business.
Brought to you by Sharesies, with BusinessDesk.
Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
International rings operating scams are on the increase in Aotearoa and Australia, and many of us will come across scammers in our daily lives. In this short video we explore the motivation and tactics of scammers, the different phases of a scam (and how you can be sucked in) plus the red flags many of us miss. Key takeaways include recognizing urgency, secrecy, and mismatched information requests as signs of scams, and knowing what steps to take if you or someone you know has been scammed.
Investing involves risk. Be mindful of scams asking for your login info or offering unsolicited investment advice, especially on social media. For more information see https://intercom.help/sharesies/en/articles/2348225-security-and-internet-safety
See omnystudio.com/listener for privacy information.
Is crypto going mainstream? Dave Ripley is co-CEO of long-standing global crypto exchange Kraken, service provider to Sharesies Crypto. In this episode, crypto “dinosaur” Dave tells us how he’s seeing signs that the financial establishment is ready to embrace digital assets.
Dave explains why crypto is a hot topic for lawmakers in Washington, while Texas, Wyoming, and nations like El Salvador are buying Bitcoin, and the US Department of Commerce is adopting blockchain.
Why does Dave believe that AI is, by nature, the "exact opposite" of crypto? How does tokenisation work, and why does he say it could change property investing?
Hear about Kraken’s “paranoid” dedication to security—and how Dave sees banks, brokers, and fintechs around the world rushing to offer crypto.
For more or to watch on YouTube—check out http://linktr.ee/sharedlunch
Shared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website.
Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor. Past performance is not a guarantee of future performance.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own.
See omnystudio.com/listener for privacy information.
Today on Shared Lunch, we’re remembering Nigel Latta — the psychologist, author, and storyteller who helped New Zealanders make sense of life’s big questions with curiosity, honesty, and warmth.
Early in 2023, Nigel joined Brooke Roberts for our Kids & Money series, sharing his reflections on how to talk to kids and whānau about money and how it relates to our values. We’re resharing this conversation as a tribute to Nigel, whose work inspired so many to think differently about how we live, parent, and connect.
Shared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website.
Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor. Past performance is not a guarantee of future performance.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own.
See omnystudio.com/listener for privacy information.
Motley Fool’s Scott Phillips shares why he loves both active stock-picking and passive ETFs—and why the two can work hand in hand. He explains the risks of thematic ETFs, the benefits of broad diversification, and why regular investing (dollar cost averaging) beats market timing every time.
This quick bite is from our previous episode 'How to spot a bubble'
For more or to watch on YouTube—check out http://linktr.ee/sharedlunch
Shared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website.
Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor. Past performance is not a guarantee of future performance.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own.
See omnystudio.com/listener for privacy information.
Is the market in a bubble? With US exchanges seeing record highs, AI hype still soaring, and a recent US Federal Reserve rate cut, it’s a question some investors are asking. In this episode, we get Scott Phillips’ views on identifying an expensive share price vs a worthy buy—based on his experience as The Motley Fool’s Chief Investment Officer, Advisor, and Portfolio Manager.
Scott explains why a record high isn't always a red flag, and his strategy for distinguishing between a bubble and justifiable optimism. We discuss the current state of the market against first hand lessons from the dot-com bubble and the COVID crash. Scott shares the perils of trying to catch the bottom—and how even the best business in the world may be overpriced.
Plus, Scott’s take on assessing investments, weighing up reasonable probabilities against downside and upside risks.
For more or to watch on YouTube—check out http://linktr.ee/sharedlunch
Shared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website.
Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor. Past performance is not a guarantee of future performance.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own.
See omnystudio.com/listener for privacy information.
Rocket Lab CEO Sir Peter Beck shares why space is more exciting—and more accessible—than ever, from building spacecraft bound for Mars to tackling risk the right way. He talks leadership, hustle, and what it takes to keep a team inspired when the pressure is sky-high. Plus, his take on NASA’s renewed focus on Mars, the Moon, and even building a nuclear reactor on the lunar surface.
For more or to watch on YouTube—check out http://linktr.ee/sharedlunch
Shared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website.
Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor. Past performance is not a guarantee of future performance.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own.
See omnystudio.com/listener for privacy information.
Welcome to Rocket Lab’s new launchpad. We’re talking to CEO Sir Peter Beck at the opening of the new LC-3 launch site in Virginia—home to hotly-anticipated new rocket Neutron. The question on everyone’s mind: Can Rocket Lab launch Neutron by Christmas?
Find out how Neutron could shift SpaceX’s grip on the medium-launch market, pave the way for national security missions, and push Rocket Lab closer to cash flow positive. Hear from Vice President of Neutron, Shaun D'Mello on the build process, and CFO Adam Spice, who tells us how Rocket Lab is balancing astronomically big ideas with a drive for profitability.
Plus, why their New Zealand location has been a “secret weapon”
For more or to watch on YouTube—check out http://linktr.ee/sharedlunch
Shared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website.
Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor. Past performance is not a guarantee of future performance.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own.
See omnystudio.com/listener for privacy information.
Tesla helped lead the charge on decarbonisation—but Pathfinder no longer holds it in their portfolio as its ESG credentials weren't meeting the company's threshold.
CEO John Berry shares why they backed the mission, and what led them to change course
For more or to watch on YouTube—check out http://linktr.ee/sharedlunch
Shared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website.
Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor. Past performance is not a guarantee of future performance.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own.
See omnystudio.com/listener for privacy information.
What is a weapon in the information age? We’re talking to John Berry, CEO of ethical fund manager Pathfinder, about the roles of tech and data in modern warfare, and how even mundane consumer products can be weaponised.
Are ESG funds being sold off under an anti-woke Trump administration? What happens if New Zealand backs out of our commitments under the Paris Accords? We discuss why KiwiSaver has become a political football, and why Pathfinder washed their hands of Tesla.
For more or to watch on YouTube—check out http://linktr.ee/sharedlunch
Pathfinder Asset Management Limited is the issuer of the Pathfinder KiwiSaver Plan and Pathfinder Investment Funds. Product Disclosure Statements for the offers are available here.
Shared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website.
Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor. Past performance is not a guarantee of future performance.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own.
See omnystudio.com/listener for privacy information.
Electricity demand worldwide is booming, but New Zealand’s numbers are surprisingly flat. Octopus energy's Margaret Cooney explains why, and what could flip the switch.
For more or to watch on YouTube—check out http://linktr.ee/sharedlunch
Shared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website.
Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor. Past performance is not a guarantee of future performance.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own.
See omnystudio.com/listener for privacy information.
Octopus Energy has over 11 million customers worldwide and a reputation as an innovator—but Octopus NZ COO Margaret Cooney says that in Aotearoa, market settings are holding them back.
In the face of security of supply issues and rising costs, Margaret believes our energy sector has been “complacent” for too long. So are there smarter ways to optimise power delivery? Should we be importing innovations like 'zero-bill homes'? What will it take for the country to get ahead of the demand curve? And if we have more than 50 electricity providers, why does Margaret say choice is dwindling for Kiwi households?
Plus, Margaret explains how technology can help consumers schedule their demand to reduce power bills and support the adoption of renewables.
For more or to watch on YouTube—check out http://linktr.ee/sharedlunch
Shared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website.
Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor. Past performance is not a guarantee of future performance.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own.
See omnystudio.com/listener for privacy information.
Stewart Hamilton is 12 months into his role as CEO of Mercury NZ—and despite a record-dry year and a dip in earnings, he's forecasting a billion-dollar 2026. In this episode, he lays out what’s next for Mercury and its investors.
How are Mercury and other big players teaming up to secure NZ’s troubled power supply—and are they forming an energy "cartel" in the eyes of the Commerce Commission? Would breaking up the big energy gentailers help make electricity affordable, or is the current model more efficient? Does the Government’s stake in Mercury create a conflict of interest?
Hear about the "renaissance" of geothermal energy, Mercury’s focus on new generation projects, and the role New Zealand could play in training AI.
For more or to watch on YouTube—check out http://linktr.ee/sharedlunch
Shared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website.
Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor. Past performance is not a guarantee of future performance.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own.
See omnystudio.com/listener for privacy information.
Why are so many Kiwi packing up for Australia? Kiwibank economist Jarrod Kerr says it’s not just better wages—it’s savings, infrastructure, and an economy that’s simply outpacing ours.
From compulsory super to big bold projects, Jarrod compares what Aussie gets right and NZ could improve on.
For more or to watch on YouTube—check out http://linktr.ee/sharedlunch
Shared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website.
Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor. Past performance is not a guarantee of future performance.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own.
See omnystudio.com/listener for privacy information.
Do we need to slash interest rates even further to get the economy going? Jarrod Kerr, Kiwibank Chief Economist, reckons the Reserve Bank needs to do more.
Hear Jarrod’s belief that politicians have skimped on infrastructure investment for 30 years, and why he’s not afraid of increasing the deficit.
What does the reality of US tariffs mean for Kiwi exporters and consumers? What makes the economy healthier in certain places—with Christchurch topping Wellington, and Australia topping Aotearoa? Do governing parties need more time between elections to get things done?
For more or to watch on YouTube—check out http://linktr.ee/sharedlunch
Shared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website.
Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor. Past performance is not a guarantee of future performance.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own.
See omnystudio.com/listener for privacy information.
💸 From lotto to a “life raft” against inflation — is crypto gambling, the next property boom, or a store of wealth like Bitcoin believers say? In this quick bite, we dig into why more Kiwis are paying attention to Bitcoin, what drives the hype, and why trust (and education) matters.
This quick bite is from our previous episode 'Creating opportunity in a cost of living crisis'
For more or to watch on YouTube—check out http://linktr.ee/sharedlunch
Shared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website.
Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor. Past performance is not a guarantee of future performance.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own.
See omnystudio.com/listener for privacy information.
Luke Kemeys—podcaster, business advisor, and recipient of a CAANZ fellowship for his work as a money educator—shares the biggest thing he sees holding people back from financial success.
Hear where Luke sees opportunities to get ahead during lean times, and why he believes action is the antidote to money anxieties. Find out why he chose to ditch the housing market, his views on Bitcoin, and how our brains perceive the risks and rewards of shares, property investing, and playing the lottery.
We also hear how business owners in NZ skew much older than other nations, and how this could play into the massive wealth transfer as older generations leave the workforce.
For more or to watch on YouTube—check out http://linktr.ee/sharedlunch
Shared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website.
Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor. Past performance is not a guarantee of future performance.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own.
See omnystudio.com/listener for privacy information.
Leverage can supercharge your gains… or wipe you out.In this bonus clip from our previous episode with Bryce from Equity Mates, we break down how leveraged ETFs work, why they’re tempting, and the real risks behind those big returns. Hear how leverage can range from cautious gearing strategies to the “rollercoaster” of triple-leveraged Bitcoin.
Plus, lessons from Warren Buffett’s 50+ years of investing, and why even the legendary stock picker backs simple index funds for the long haul.
For more or to watch on YouTube—check out http://linktr.ee/sharedlunch
Shared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website.
See omnystudio.com/listener for privacy information.
Watch this on YouTube
When the options are overwhelming and the markets are choppy, are ETFs the answer?
Bryce Leske from Equity Mates tells us why exchange-traded funds have become central to his investing strategy, and how they can help investors get past the ‘paradox of choice’ and sleep better at night.
Bryce covers the basics on how ETFs work, how they’re different from traditional shares, and why he believes in them. We explore fund categories from classic index funds to thematic ETFs that focus on trends like AI or cryptocurrency.
Find out how to choose an ETF that fits your strategy, and why it's important to pay attention to the management fees, not the share price.
For more or to watch on YouTube—check out http://linktr.ee/sharedlunch
Shared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website.
See omnystudio.com/listener for privacy information.
Curious how company leaders assess value?
In this Quick Bite, Susannah Batley asks Channel Infrastructure CEO Rob Buchanan which metrics matter most to him. Drawing on decades of experience in mergers and acquisitions (M&A), Rob shares the key indicators he uses to gauge performance, from dividend yield to free cash flow, and explains why cash generation often tells a clearer story than headline numbers.
Plus, he reflects on what makes a smart acquisition and why knowing your strengths is crucial before taking on something new.
For more or to watch on YouTube—check out http://linktr.ee/sharedlunch
Shared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website.
Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor. Past performance is not a guarantee of future performance.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own.
See omnystudio.com/listener for privacy information.
Are we stabilising NZ’s energy supply? We sit down with Rob Buchanan, CEO, to explore Channel Infrastructure’s transformation from a refinery to a critical import terminal. Major clients include BP and ExxonMobil, with over 300 million litres of fuel at their Marsden Point site.
How does Rob plan to improve New Zealand's fuel security? What’s his take on energy demands from emerging tech like AI? Is biofuel the next big thing?
Hear about plans to develop Channel Infrastructure's land and pipeline assets into a new ‘energy precinct’, potentially bringing 20,000 jobs to Northland during its build phase.
Plus, how Rob plans to keep delivering dividends to shareholders while pursuing big growth projects.
For more or to watch on YouTube—check out http://linktr.ee/sharedlunch
Shared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website.
Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor. Past performance is not a guarantee of future performance.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own.
See omnystudio.com/listener for privacy information.
In this bonus from our conversation with Labour's Finance Spokeperson, Barbara Edmonds unpacks her approach to tax policy.
Following our conversation with Finance Minister Nicola Willis, Barbara raises the question of fairness in how different types of income are taxed, and the need to reassess what's included in New Zealand’s “broad base, low rate” system.Barbara also weighs in on employee share schemes, saying they can lift productivity and give workers a real stake in the businesses they help grow—if the tax settings are right.
For more of this episode or our chat with National's Nicola Willis, head to http://linktr.ee/sharedlunch
Shared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website.
Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor. Past performance is not a guarantee of future performance.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own.
See omnystudio.com/listener for privacy information.
What’s the Opposition’s plan for our financial future? After our recent conversation with Nicola Willis, we’re talking to Labour's Finance Spokesperson, Barbara Edmonds, about the policies that impact your pay packet and your opportunities.
Barbara talks about the challenges facing NZ households, the future of KiwiSaver, and what her economic plan would prioritise. Hear her concerns about replenishing the brain drain and our reliance on property as the path to wealth—and her optimism on the Māori economy, retail investing, and the opportunities AI presents for Aotearoa.
Barbara explains why she considers current cuts "blunt and cruel" and sees crypto as a serious consideration for lawmakers.
Plus, the mum-of-eight reveals how her own life experiences inform her policy.
For more or to watch on YouTube—check out http://linktr.ee/sharedlunch
Shared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website.
Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor. Past performance is not a guarantee of future performance.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own.
See omnystudio.com/listener for privacy information.
In this Quick bite, we hear how a small book—The Four Agreements by Don Miguel Ruiz—shaped Webjet Group CEO Katrina Barry's leadership style.
This quick bite is from our previous episode 'Webjet Group wants your whole travel wallet'
For more or to watch on YouTube—check out http://linktr.ee/sharedlunch
Shared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website.
Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor. Past performance is not a guarantee of future performance.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own.
See omnystudio.com/listener for privacy information.
They just turned down a takeover bid from private equity—so what's next for Webjet?
We’re joined by Katrina Barry, CEO, to discuss ambitions to double the online travel agency’s value in the next five years against an evolving travel market and increased competition.
Hear how Webjet is expanding into hotels, tours, and packages to capture more of your travel spend—on top of launching a loyalty program and pursuing corporate travel for smaller businesses.
How are generational differences and platforms like TikTok shaping customer behaviour? How does business travel remain "extremely resilient" in the age of distributed working? And how is it that even in a tough economy, discretionary travel spend is at an all-time high?
For more or to watch on YouTube—check out http://linktr.ee/sharedlunch
Shared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website.
Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor. Past performance is not a guarantee of future performance.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own.
See omnystudio.com/listener for privacy information.
In this quick bite, Infometrics Chief Executive Brad Olsen explains why market reactions in 2025 feel different. Despite wild volatility, geopolitical conflict, and patchy economic data, investors aren’t flinching like they used to.
We explore why dips aren’t sparking panic, how business sentiment in Aotearoa is shifting, and why job ads staying flat could be more telling than official employment figures.
This quick bite is from our previous episode 'Is economic recovery stalling'.
🎧 Watch the full episode or catch more clips: http://linktr.ee/sharedlunch
Shared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website.
See omnystudio.com/listener for privacy information.
If our economy is in recovery, why is the supermarket checkout still so brutal?
Listen in on our chat with Brad Olsen, Principal Economist at Infometrics. Brad breaks down why New Zealanders are still facing uncomfortable inflation, despite a gradual economic comeback—and why attractive interest rates aren’t luring buyers into the housing market.
Are investors becoming ‘numb’ to world events after years of outlandish headlines? What’s the latest on those infamous tariffs? Why do the US markets seem "unkillable" despite dire predictions?
Plus, Brad says Kiwi investors have started actively scrutinizing boards and executive strategies, and increasingly turning to emerging alternative sectors like AI and crypto.
For more or to watch on YouTube—check out http://linktr.ee/sharedlunch
Shared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website.
Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor. Past performance is not a guarantee of future performance.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own.
See omnystudio.com/listener for privacy information.
Halter’s collars are already revolutionising the way farmers manage their herds. So what’s the next big move for this homegrown ag-tech unicorn?
In this quick bite with Halter President Andrew Fraser, we hear why New Zealand is the perfect launchpad for innovation, how farming and tech are merging in powerful ways, and why an IPO isn’t the only path to success.
This clip is from our previous episode: Halter’s $1B USD “farm operating system
🎧 Watch the full episode or catch more clips: http://linktr.ee/sharedlunch
Shared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website.
See omnystudio.com/listener for privacy information.
Get a closer look at billion-dollar agritech trailblazer Halter. We’re talking to Andrew Fraser, President, about the innovative cow collar system helping farmers get more from their land and livestock. Discover how this homegrown solution has improved pasture management and herd welfare across NZ, Australia, and the US—and won serious private investment capital.
Andrew discusses Halter's recent $165 million Series D funding round, led by VC firm Bond. We get into their strategy for the vast US market, focusing on pasture-based beef farms, and how their technology stands up across different climates and geographies. And hear about Halter's integration with Fonterra milk production data, directly linking farmers’ daily actions to output and revenue.
Plus, Andrew’s claims that Halter is helping to attract a new generation to farming—and even winning over a 93-year-old in the process.
For more or to watch on YouTube—check out http://linktr.ee/sharedlunch
Shared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website.
See omnystudio.com/listener for privacy information.
Sharesies' Matt MacPherson reveals the launch of members' most-requested feature—US Self-Select for the Sharesies KiwiSaver Scheme, opening access to 55 American companies. We discuss:
- The unique Investment Plan Builder tool that lets you experiment with portfolio combinations using virtual money before committing
- How guardrails work to maintain diversification (minimum 50% in base funds, maximum 5% per individual stock selection)
- Access to previously unavailable investments like crypto through ETFs
- The tax-efficient PIE fund structure that makes it all possible.
Sharesies Investment Management Limited is the issuer of the Sharesies KiwiSaver Scheme. The product disclosure statement (PDS) for the Sharesies KiwiSaver Scheme has been lodged, and may be viewed on the Disclose Register or on our documents page
For more or to watch on YouTube—check out http://linktr.ee/sharedlunch
Shared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website.
Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor. Past performance is not a guarantee of future performance.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own.
See omnystudio.com/listener for privacy information.
Investors may be feeling uneasy as tensions remain high between the US, Iran, and Israel. To shed some light on the latest situation, we’re turning to Nicholas Bagnall, Chief Investment Officer at Te Ahumairangi fund, and Matt Macpherson, our Head of KiwiSaver.
Nicholas has seen more than a few conflicts play out over his 30+ years of investment management, so we’re asking—where to from here? What moves can we expect from Russia and China? What could this all mean for oil prices and the value of the USD?
Matt lays out the implications for your KiwiSaver balance and the NZ economy—and what this all means for defense-related investments. And Nicholas tells us how to build a portfolio that doesn’t need to change in response to unpredictable times, and why high risk doesn’t necessarily mean higher reward.
For more or to watch on YouTube—check out http://linktr.ee/sharedlunch
Shared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website.
Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor. Past performance is not a guarantee of future performance.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own.
See omnystudio.com/listener for privacy information.
Wesfarmers CEO Rob Scott has competed on the world stage. So what did elite sport teach him about running billion-dollar brands like Kmart and Bunnings?
Hear how Olympic discipline shaped his leadership style, why great teams (not great egos) matter most, and the investor advice he swears by: *“When the horse is dead, get off.”
This clip is from our previous episode 'The investment giant behind Kmart and Bunnings–Wesfarmers'*
Watch the full episode or catch more clips: http://linktr.ee/sharedlunch
Shared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website.
Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor. Past performance is not a guarantee of future performance.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own.
See omnystudio.com/listener for privacy information.
Meet Wesfarmers, the Aussie conglomerate behind Kmart, Bunnings, and Target. Former Olympian turned CEO Rob Scott recounts their rise from WA farmer's co-op to global investment titan—and what comes next.
What makes their "loose-tight" management philosophy work? What’s the secret to Kmart's repositioning—including global demand for in-house brand Anko? How can Wesfarmers’ retail brands protect their supply chains against tariffs and unstable geopolitics?
In the wake of positive half-year results, hear about new ranges and markets for Bunnings and Kmart, and Rob’s high hopes for emerging divisions like healthcare and lithium.
For more or to watch on YouTube—check out http://linktr.ee/sharedlunch
Shared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website.
Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor. Past performance is not a guarantee of future performance.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own.
See omnystudio.com/listener for privacy information.
In this quick bite Jason Boyes from Infratil talks to some tough questions—share price drops, DeepSeek and CDC’s weight in the portfolio. Plus, hear about the importance of clear comms and site visits, and why he's staying patient on AI—even if investors want their Christmas presents early.
This quick bite is from our previous episode 'How much runway does Infratil have?'
For more or to watch on YouTube—check out http://linktr.ee/sharedlunch
Shared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website.
See omnystudio.com/listener for privacy information.
Jason Boyes, Infratil CEO, joins us from their $500M upgrade site at Wellington Airport—where the infrastructure investor holds a 66% stake. After reporting mixed results for the last financial year, Jason charts the course of Infratil’s future.
What’s driven the company’s net loss for FY2024, even while underlying earnings showed growth? How does the management team plan to rein in their cash flow imbalance? Jason reaffirms Infratil’s commitment to dividends and explains a new focus on larger, scalable assets—divesting almost a billion dollars to reinvest in major projects. Find out why Jason is so confident that Infratil is positioned to benefit from US energy shortages and growing demand for data centres to support AI expansion.
Plus, hear about Infratil rising star Gurin Energy, supplying solar power to the Singaporean government.
For more or to watch on YouTube—check out http://linktr.ee/sharedlunch
Shared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website.
See omnystudio.com/listener for privacy information.
In this bonus episode, economist Tony Alexander tackles your burning questions—from the case for a land value tax, to the flood of Kiwis heading offshore, to what financial education should mean for kids..
Tony shares why a land tax might not fly politically, how soaring rates could change where retirees live, and a twist on the “brain drain”—with whole families following their kids across the ditch. Plus, his take on why financial education needs to go beyond budgeting—and into the world of startups .
This Q&A follows our full chat with Tony on the state of the property market. Haven’t heard it yet?
Check out “Property: recovery or relapse?”on YouTube via http://linktr.ee/sharedlunch
Shared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website.
Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor. Past performance is not a guarantee of future performance.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own.
See omnystudio.com/listener for privacy information.
Independent economist Tony Alexander is back to give us the lowdown on the housing market, interest rates, and what’s driving investment sentiment in 2025.
He unpacks why lending is still lagging behind 2021 levels, despite a lift in business and consumer credit, and why the cost of living remains stubbornly high, with some commodity prices reportedly up around 17%.
Why are private debt levels looking lower in the South Island than in the North? What happened to the housing market recovery some expected late last year? And why does Tony believe interest rates could be close to hitting their floor?
For more or to watch on YouTube—check out http://linktr.ee/sharedlunch
Shared Lunch is brought to you by Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website.
Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor. Past performance is not a guarantee of future performance.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own.
See omnystudio.com/listener for privacy information.
Ever wonder about those plastic crates your fruit comes in?
Morrison CEO Paul Newfield reveals how these overlooked circular economy systems represent infrastructure potential his $25B firm hunts for.
Paul shares his candid admission about underestimating New Zealand's renewable energy, why Australia's coal plants breaking down makes the energy transition inevitable, and how Morrison's decades-long expertise—from 1990s NZ wind farms to billion-dollar US developments—turned early disadvantages into global competitive advantages.
For more or to watch on YouTube—check out http://linktr.ee/sharedlunch
Shared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website.
Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor. Past performance is not a guarantee of future performance.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own.
See omnystudio.com/listener for privacy information.
What’s driving global interest in infrastructure investment?
We’re talking to Paul Newfield, CEO at Morrison, a pioneering infrastructure manager with assets worth $25B USD.
Their holdings include a portfolio of renewable energy, data centres, and healthcare infrastructure.Paul shares how Morrison plays the long game, finding businesses with sustainable competitive advantages and often holding them for decades—resisting political trends and the quick ‘flips’ common from private equity firms.
And hear how this philosophy led them to invest $800M AUD in data infrastructure—an investment that has turned into a $17B AUD enterprise.
For more or to watch on YouTube—check out http://linktr.ee/sharedlunch
Shared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website.
Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor. Past performance is not a guarantee of future performance.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own.
See omnystudio.com/listener for privacy information.
A quick catch-up with Napier Port’s CEO Todd Dawson reveals never a dull moment. Autonomous trucks and dredging to deepen shipping channels are just some of the things on the back of a strong half-year profit result.
Increased container volumes and an earlier pipfruit season has helped boost the numbers.
We hear how investors have been rewarded with a special dividend—on top of a higher interim dividend of 4c—and why cruise ships are less keen to come Down Under.
For more or to watch on YouTube—check out http://linktr.ee/sharedlunch
Shared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website.
Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor. Past performance is not a guarantee of future performance.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own.
See omnystudio.com/listener for privacy information.
How does Briscoe Group's Rod Duke view incoming competition from international retailers like IKEA and Sports Direct?
The retail veteran shares his unconventional strategy of welcoming customers to try competitors. Plus - Duke reflects on his transition from hands-on management to mentoring, and why building a lasting legacy matters more than short-term defense.
This clip is taken from our previous episode: ‘Occupy, dominate, and defend’: Briscoe Group’s growth plan. For more or to watch on YouTube—check out http://linktr.ee/sharedlunch
Shared Lunch is brought to you by Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website.
Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor. Past performance is not a guarantee of future performance.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own.
See omnystudio.com/listener for privacy information.
How do you steer a retail giant through US-China trade conflicts and low consumer spending?
Garth Bray cracks open Rod Duke's playbook for weathering an economic downturn—and capitalising on an international trade standoff. The Briscoe Group CEO reveals how his buyers have used ongoing tariff tensions to find negotiating opportunities with Chinese suppliers.
In this episode, we find out: why is Briscoe Group investing $100M in a new distribution center while sales are flat? Why would this big box retailer plan to open 15 smaller 'metro' stores? Are Briscoes or Rebel concerned about incoming retail giants like IKEA, and budget e-commerce sellers like Temu and Shein? Plus, Rod shares some surprising numbers about online vs. in-store sales.
For more or to watch on YouTube—check out http://linktr.ee/sharedlunch
Shared Lunch is brought to you by Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website.
Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor. Past performance is not a guarantee of future performance.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own.
See omnystudio.com/listener for privacy information.
Is KiwiSaver better off with policy stability or is it overdue for comprehensive reform? Matt MacPherson from Sharesies & Chris Di Leva of Harbour Asset Management debate whether potential cuts to government contributions would impact participation rates.
Plus - how many investors would support higher KiwiSaver contributions in a cost of living crisis?
This clip is taken from our previous episode "Investing in US markets via KiwiSaver". For more or to watch on YouTube—check out http://linktr.ee/sharedlunch
If there are any companies, sectors, or topics you'd like to see on Shared Lunch, flick us an email at sharedlunch@sharesies.co.nz to let us know.
Investing involves risk. This episode is brought to you by Sharesies Limited (NZ) in New Zealand.
Information provided is general advice only and current at the time and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the product disclosure documents available from the product issuer before making a financial decision.
Sharesies Investment Management Limited is the issuer of the Sharesies KiwiSaver Scheme. For the Product Disclosure Statement and to find out more about the Sharesies KiwiSaver Scheme go to http://sharesies.nz/kiwisaver
Our disclosure documents, including a Target Market Determination for Sharesies, can be found on our website at https://sharesies.com.au/disclosures. If you require financial advice, you should seek advice from a qualified financial advisor. The views expressed by individuals are their own and Sharesies does not endorse any of the guests or the views they hold.
See omnystudio.com/listener for privacy information.
Curious about investing in the US market in more ways than one?
In our latest episode of Shared Lunch, we explore a new KiwiSaver option, the Sharesies US500 Fund—what it is, how it works, and what role it might play as a part of your KiwiSaver. We also cover why global diversification matters, the recent US market wobbles, your risk appetite, and how to think about US investing as part of your long-term financial plan.
For more or to watch on YouTube—check out http://linktr.ee/sharedlunch
Sharesies Investment Management Limited is the issuer of the Sharesies KiwiSaver Scheme. For the Product Disclosure Statement and to find out more about the Sharesies KiwiSaver Scheme go to http://sharesies.nz/kiwisaver
Shared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website.
Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor. Past performance is not a guarantee of future performance.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own.
See omnystudio.com/listener for privacy information.
In this quick bite, Ed McKnight from Opes Partners challenges the perception that property investment is low-risk, explaining how leverage amplifies both gains and losses. How exactly does the "mortgage magnifier" work? Ed shares how even a 5% property value change can result in far bigger equity shift for investors. Plus, we look at historical returns between property and shares in New Zealand over the past 25 years.
This quick bite is from our previous episode 'What does property investment look like in 2025?'
For more or to watch on YouTube—check out http://linktr.ee/sharedlunch
If there are any companies, sectors, or topics you'd like to see on Shared Lunch, flick us an email at sharedlunch@sharesies.co.nz to let us know.
Investing involves risk. This episode is brought to you by Sharesies Limited (NZ) in New Zealand.
Information provided is general advice only and current at the time and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the product disclosure documents available from the product issuer before making a financial decision.
Our disclosure documents, including a Target Market Determination for Sharesies, can be found on our website at https://sharesies.com.au/disclosures. If you require financial advice, you should seek advice from a qualified financial advisor. The views expressed by individuals are their own and Sharesies does not endorse any of the guests or the views they hold.
See omnystudio.com/listener for privacy information.
After recent rockiness in both equity and housing markets, we revisit the classic shares vs. property discussion withEd McKnight, Resident Economist at Opes Partners.
While he believes there’s a “buyer’s market”, Ed cautions that housing might be riskier than you think, and that leverage can amplify your losses as well as your returns.
Is Ed worried about the impacts of climate and insurability for property investors? What makes a property rentable in 2025? How does our lower birth rate affect demand for different types of housing?
And with New Zealand close to a 10-year high in property listings, Ed shares how Opes Partners identifies undervalued growth areas (like Christchurch in the pre-covid era).
This episode was recorded at Podlab in Auckland. Thanks team! https://www.podlab.co.nz/
For more or to watch on YouTube—check out http://linktr.ee/sharedlunch
Shared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website.
Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor. Past performance is not a guarantee of future performance.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own.
See omnystudio.com/listener for privacy information.
In this quick bite: Leighton Roberts sits down with NZ Finance Minister Nicola Willis.
Where are the inspiring local success stories and why don't we hear much about innovative Kiwi businesses? Plus - the government's fiscal strategy, current debt levels and the path to budget balance and why New Zealand's size might be its advantage.
This clip is taken from our previous episode '' For more or to watch on YouTube—check out http://linktr.ee/sharedlunch
If there are any companies, sectors, or topics you'd like to see on Shared Lunch, flick us an email at sharedlunch@sharesies.co.nz to let us know.
Investing involves risk. This episode is brought to you by Sharesies Limited (NZ) in New Zealand.
Information provided is general advice only and current at the time and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the product disclosure documents available from the product issuer before making a financial decision.
Our disclosure documents, including a Target Market Determination for Sharesies, can be found on our website at https://sharesies.com.au/disclosures. If you require financial advice, you should seek advice from a qualified financial advisor. The views expressed by individuals are their own and Sharesies does not endorse any of the guests or the views they hold.
See omnystudio.com/listener for privacy information.
After a tough few years for inflation, interest rates, and investor confidence, Nicola Willis is charged with not only repairing but expanding the economy. So how will our Minister of Finance and Economic Growth make that happen?
Get a preview of the upcoming Budget, and hear how the Minister plans to strike a balance between stimulating growth and managing spending.
How will we prioritise investment into key areas like health, education, and defense? How can we reduce NZ’s debt and attract international investing and lending? Can new trade agreements counteract the infamous Trump tariffs?
Plus, how the government plans to bring financial literacy into classrooms.
For more or to watch on YouTube—check out http://linktr.ee/sharedlunch
Shared Lunch is brought to you by Sharesies Limited (NZ) in New Zealand and Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) (collectively referred to as ‘Sharesies’).
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not personal financial advice and provides general information only. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
Volatility doesn't seem to be scaring off Kiwi investors—could it be teaching us new strategies?
In this bonus clip, Susannah Batley from Sharesies & Paul McBeth (The Bottom Line) discuss how investors are adapting to market turbulence by shifting toward ETFs and diversified funds rather than retreating. Does traditional index investing still provide true diversification when a handful of tech giants dominate returns? Could we be seeing a psychological shift with today's retail investors seeing market fluctuations as simply "the price of investing."
This clip is taken from our previous episode 'The art of strategic mediocrity' For more or to watch on YouTube—check out http://linktr.ee/sharedlunch
If there are any companies, sectors, or topics you'd like to see on Shared Lunch, flick us an email at sharedlunch@sharesies.co.nz to let us know.
Investing involves risk. This episode is brought to you by Sharesies Limited (NZ) in New Zealand.
Information provided is general advice only and current at the time and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the product disclosure documents available from the product issuer before making a financial decision.
Our disclosure documents, including a Target Market Determination for Sharesies, can be found on our website at https://sharesies.com.au/disclosures. If you require financial advice, you should seek advice from a qualified financial advisor. The views expressed by individuals are their own and Sharesies does not endorse any of the guests or the views they hold.
See omnystudio.com/listener for privacy information.
Forget chasing perfection, let's talk about the power of strategic mediocrity and how it might be your most valuable weapon when it comes to investing.
In this week's episode of Shared Lunch, Garth Bray is joined by Paul MacBeth, editor of The Bottom Line, and Susannah Batley, GM of Sharesies Business. Together, they explore what it takes to build investment strategies, discuss how the NZX has reacted to the volatility of the last few weeks, and unpack well-known investment management firm PIMCO’s approach.
For more or to watch on YouTube—check out http://linktr.ee/sharedlunch
Shared Lunch is brought to you by Sharesies Limited (NZ) in New Zealand and Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) (collectively referred to as ‘Sharesies’).
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not personal financial advice and provides general information only. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
Check in with Bryce Leske from Equity Mates on the aftermath of Trump’s tariff bombshell, the big market swings, and how investors seem to be reacting differently this time. Compared to recent market crashes like COVID, Bryce has noticed a new sense of excitement and opportunity, with many sticking to their strategies or using the downturn to scoop up shares at lower prices.
Hear why investing success is about your character over your intelligence, and the ability to stick to your guns during market downturns—and how automating investments might help you keep your cool and avoid emotional decisions.
Shared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website.
Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor. Past performance is not a guarantee of future performance.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own.
See omnystudio.com/listener for privacy information.
Make sense of the markets with Michelle Lopez, Head of Australasian Equities and Portfolio Manager at PIE Funds. Michelle talks about the ripple effects of tariffs and finding opportunities in a volatile market—identifying the emerging sectors and unexpected advantages.
Michelle tells us which industries might be more impacted by US tariffs—and which could benefit. Hear why global trade disruptions could actually lead to deflation for Aussie consumers, and how to identify promising investments that have dropped due to anxious markets.
Plus, learn how the decommissioning of Australian oil and gas wells is worth an estimated $60 billion, and gear up for potential IPOs on the ASX from Virgin and Fonterra.
For more or to watch on YouTube—check out http://linktr.ee/sharedlunch
Shared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website.
Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor. Past performance is not a guarantee of future performance.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own.
See omnystudio.com/listener for privacy information.
Ahead of the Australian election, Scott Phillips of The Motley Fool describes how market volatility and politics impact the energy sector—from solar to coal.
Is expanded nuclear power on the horizon? What’s the lesson from the lithium crash? What would tariffs do to oil, and what’s the ripple effect for Australia’s other fuel and energy sources?
This is a bonus clip from our latest episode “Investor’s guide to tariffs and the Aussie election”.
For more or to watch on YouTube—check out http://linktr.ee/sharedlunch
Shared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website.
Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor. Past performance is not a guarantee of future performance.
See omnystudio.com/listener for privacy information.
In the lead-up to the Australian election, we speak to Scott Phillips of The Motley Fool on markets, party politics—and of course, tariffs.
Scott believes that market volatility will run its course, reminding us of the roaring bull market that followed massive covid sell-offs. While he’s optimistic about the long-term, he also has sobering predictions for the near-term impact of tariffs on the Australian economy and beyond.
Is one particular party better for the economy? How much does the election outcome really affect the share market? Scott has thoughts on how both parties' proposed policies might affect Australia's budget deficit, and what really helps with long-term prosperity and a healthy economy.
Plus, a hopeful message for young Aussies about the power of time in the market.
For more or to watch on YouTube—check out http://linktr.ee/sharedlunch
Shared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website.
Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor. Past performance is not a guarantee of future performance. Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own.
See omnystudio.com/listener for privacy information.
You run with the ups and downs being the CEO of a gentailer.
In this bonus episode Neal Barclay, the outgoing CEO of Meridian Energy reflects on his 7 years at the helm of one of our largest listed companies.
He’s super proud of the renewable track the gentailer is forging, but not without its risks and challenges. This includes its joint venture with NZ Windfarms to upgrade the wind farm near Palmerston North, Te Rere Hau. Even with a net loss in recent times, low lakes levels and rising power prices, Neil is passionate about how we transition to a more stable supply.
Tune in to find out what’s next for this CEO.
For more or to watch on YouTube—check out http://linktr.ee/sharedlunch
If there are any companies, sectors, or topics you'd like to see on Shared Lunch, flick us an email at sharedlunch@sharesies.co.nz to let us know.
Investing involves risk. This episode is brought to you by Sharesies Limited (NZ) in New Zealand.
Information provided is general advice only and current at the time and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the product disclosure documents available from the product issuer before making a financial decision.
Our disclosure documents, including a Target Market Determination for Sharesies, can be found on our website at https://sharesies.com.au/disclosures. If you require financial advice, you should seek advice from a qualified financial advisor. The views expressed by individuals are their own and Sharesies does not endorse any of the guests or the views they hold.
See omnystudio.com/listener for privacy information.
Go inside Meridian’s takeover proposal with Craig Stobo, Chair of NZ Windfarms, and Neal Barclay, outgoing Meridian CEO. The two leaders weigh in on the $91M offer, the coming shareholder vote, and the future of renewable energy in New Zealand.
Discover the motivations behind the deal, the potential of the $600M Te Rere Hau project, and what happens if the proposal falls through. And hear what this acquisition could mean for the country's energy industry, for investors in both companies— and maybe even for your power bill.
Keep an eye out for a bonus interview with Neal Barclay coming next week.
For more or to watch on YouTube—check out http://linktr.ee/sharedlunch
Shared Lunch is brought to you by Sharesies Limited (NZ) in New Zealand
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not personal financial advice and provides general information only. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
800,000 Kiwis are projected to be over 75 by 2040 – double today's numbers.
Summerset Group CEO Scott Scoullar discusses the rapidly aging New Zealand population and retirement villages integrate with aged care facilities, combining community connections with higher levels of care. Plus, did you know Summerset is New Zealand's second-largest home builder? In a bonus clip we find out about their occasional ventures into residential development.
This clip is taken from our previous episode 'Retirement villages: A hidden real estate giant?'
For more or to watch on YouTube—check out http://linktr.ee/sharedlunch
If there are any companies, sectors, or topics you'd like to see on Shared Lunch, flick us an email at sharedlunch@sharesies.co.nz to let us know.
Investing involves risk. This episode is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand.
Information provided is general advice only and current at the time and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the product disclosure documents available from the product issuer before making a financial decision.
Our disclosure documents, including a Target Market Determination for Sharesies, can be found on our website at https://sharesies.com.au/disclosures. If you require financial advice, you should seek advice from a qualified financial advisor. The views expressed by individuals are their own and Sharesies does not endorse any of the guests or the views they hold.
See omnystudio.com/listener for privacy information.
Our aging population and housing supply—two of the country’s hottest topics. And right at the intersection of both? Retirement housing.
Scott Scoullar, CEO of Summerset, tells Garth Bray how the retirement village provider became New Zealand’s second-largest property developer—and the unique financial model that's helped them stay ahead of the market forces that have struck competitors.
With a rapidly growing elderly population, how is the retirement sector adjusting—and are we doing enough to expand facilities? Amid regulatory changes and looming aged care shortages, Scott tells us how Summerset’s ambitions are only growing, including big plans for continued expansion into Australia.
For more or to watch on YouTube—check out http://linktr.ee/sharedlunch
Investing involves risk. This episode is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand.
Information provided is general advice only and current at the time and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the product disclosure documents available from the product issuer before making a financial decision.
Our disclosure documents, including a Target Market Determination for Sharesies, can be found on our website at https://sharesies.com.au/disclosures. If you require financial advice, you should seek advice from a qualified financial advisor. The views expressed by individuals are their own and Sharesies does not endorse any of the guests or the views they hold.
See omnystudio.com/listener for privacy information.
In this quick bite, Dr Joel Shulman from ERShares unpacks the democratization of private equity. What strategic opportunities exist in private markets that have been traditionally off-limits? Why has private equity grown from $1 trillion to $13 trillion and what are the impacts? Plus, insights on the unique valuation dynamics of private investments and why market movements create both risks and opportunities for investors.
This quick bite is from our previous episode 'The ETF that lets you own SpaceX'.For more or to watch on YouTube—check out http://linktr.ee/sharedlunch
Shared Lunch is brought to you by Sharesies Limited (NZ) in New Zealand
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not personal financial advice and provides general information only. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
Fund manager Dr. Joel Shulman is bringing private equity access to retail investors. Meet XOVR, the exchange-traded fund that includes private holdings like SpaceX—typically only available to big institutions or cashed-up individuals. Hear how deferred IPOs have made private equity a $13 trillion market, and why Dr. Shulman believes there’s still massive growth potential, even dwarfing cryptocurrency.
Discover the risks and advantages of XOVR, the unique entrepreneurial index it tracks, and the implications of including private assets that trade much more slowly. Plus, how do Elon’s recent controversies impact XOVR’s substantial SpaceX holdings?
For more or to watch on YouTube—check out http://linktr.ee/sharedlunch
Shared Lunch is brought to you by Sharesies Limited (NZ) in New Zealand and Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) (collectively referred to as ‘Sharesies’).
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not personal financial advice and provides general information only. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
In this quick bite, Anna Scott, CEO of Smart demystifies the blurred line between active and passive investing in diversified funds. What strategic decisions are made even in "passive" portfolios? Why are league tables and quartile rankings so important when comparing diversified funds? Plus, insights on tactical asset allocation and why there's no simple benchmark for comparing diversified fund performance.
This quick bite is from 'Active or Passive part 2: Passive'. For more or to watch on YouTube—check out http://linktr.ee/sharedlunch
For more or to watch on YouTube—check out http://linktr.ee/sharedlunch
Shared Lunch is brought to you by Sharesies Limited (NZ) in New Zealand
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not personal financial advice and provides general information only. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
Passive funds might be more aggressive than you think.
In this second of our two-parter on the benefits of active and passive investing strategies, Smart CEO Anna Scott reveals what it really means to track the market.
Anna explains the surprisingly active choices that go into building “passive” funds, and how passive fund managers can take defensive action during periods of market volatility. Plus: How are ETFs like coffee culture? What are the three Ps of fund management?
And is it possible that the sheer scale of passive funds can actually prop up the biggest market players, creating a ‘self-fulfilling prophecy’ about which investments have the strongest growth?
For more or to watch on YouTube—check out http://linktr.ee/sharedlunch
Shared Lunch is brought to you by Sharesies Limited (NZ) in New Zealand and Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) (collectively referred to as ‘Sharesies’).
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not personal financial advice and provides general information only. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
In this quick bite, Ana-Marie Lockyer, CEO of Pie Funds reveals the decision-making process of active investment managers. How do professionals evaluate undervalued stocks? What factors determined their response to NVIDIA's recent trillion-dollar drop?How do active managers navigate market volatility compared to passive funds? Plus, her insights on filtering market noise and focusing on company fundamentals in an increasingly chaotic information environment.
This quick bite is from 'Active or passive investing? Part 1: Active'. Look out for the passive-focused episode this Thursday.
For more or to watch on YouTube—check out http://linktr.ee/sharedlunch
Shared Lunch is brought to you by Sharesies Limited (NZ) in New Zealand
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not personal financial advice and provides general information only. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
Pie Funds Management Limited is the manager and issuer of the funds in the Pie Funds Management Scheme and Pie KiwiSaver Scheme (the Schemes). The product disclosure statements for the Schemes are available at: www.piefunds.co.nz/investor-documents.
See omnystudio.com/listener for privacy information.
Would you rather put your cash in the hands of skilled managers, or is just reliably tracking the market the smarter play?
With global markets experiencing big swings, many of us are having a hard think about our investing strategies.
This is part one of a two-part series examining the risks and rewards of both active & passive styles of investing.
In this conversation with Pie Funds CEO Ana-Marie Lockyer, we dig into how active and passive investing fare in turbulent times. Ana-Marie pushes back on the common belief that passive is the safer bet, outlining how market fluctuations can pose challenges for passive funds, while active managers can potentially identify opportunities and mitigate risks.
Look out for the passive-focused episode next week.
For more or to watch on YouTube—check out http://linktr.ee/sharedlunch
Shared Lunch is brought to you by Sharesies Limited (NZ) in New Zealand
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not personal financial advice and provides general information only. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
Pie Funds Management Limited is the manager and issuer of the funds in the Pie Funds Management Scheme and Pie KiwiSaver Scheme (the Schemes). The product disclosure statements for the Schemes are available at: www.piefunds.co.nz/investor-documents.
See omnystudio.com/listener for privacy information.
In this quick bite, Tony Alexander shares his economic outlook for New Zealand. What's the impact of interest rate cuts on the economy? Why might the Reserve Bank's growth predictions be optimistic? Tony breaks down the key sectors to watch - from dairy and construction to tourism and housing - and reveals when he expects to see a shift in job security perception.
Plus, Tony's take on the upcoming interest rate cuts - how low will the reserve bank go?
This quick bite is from our previous episode 'Fix, float or flip'
For more or to watch on YouTube—check out http://linktr.ee/sharedlunch
Shared Lunch is brought to you by Sharesies Limited (NZ) in New Zealand and Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) (collectively referred to as ‘Sharesies’).
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not personal financial advice and provides general information only. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
Independent economist Tony Alexander analyses the latest moves from the Reserve Bank—and the impact for home owners and house hunters. We cover interest rates bottoming out (or are they?), housing prices still in limbo, and investors making moves—maybe even for the exits.
With the long tail of inflation, we ask Tony whether mortgage holders should consider floating or fixed, short-term or long-term. Will interest rates really go all the way to 3%? Why are renovations on the rise? Where’s investor cash going?
Tony also lifts the lid on regional market variations, from quiet confidence in Christchurch to Auckland's listing overload.
For more or to watch on YouTube—check out http://linktr.ee/sharedlunch
Shared Lunch is brought to you by Sharesies Limited (NZ) in New Zealand and Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) (collectively referred to as ‘Sharesies’).
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not personal financial advice and provides general information only. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
In this quick bite, Misti Landtroop from Palo Alto Networks breaks down the evolving cybersecurity landscape for 2025. Why is cloud security becoming more complex? Learn about the critical role of AI in fighting cyber threats, and hear her surprising prediction about why browsers are the next security frontier. Plus, get key insights for investors watching the cybersecurity space.
This quick bite is from our interview 'The real-life spies of global cybersecurity'
For more or to watch on YouTube—check out http://linktr.ee/sharedlunch
Shared Lunch is brought to you by Sharesies Limited (NZ) in New Zealand and Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) (collectively referred to as ‘Sharesies’).
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not personal financial advice and provides general information only. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
Join Misti Landtroop, NZ Managing Director of Palo Alto Networks, on the front lines of cybersecurity. With a $129B market cap, Palo Alto is a leader in threat intelligence and dark web monitoring. Hear about their role in the alerting system of the Five Eyes alliance, and the need to collaborate with industry rivals to meet the most serious threats.
Learn how both threat levels and security standards are rising in NZ, and the imperative to "fight AI with AI", deploying AI-powered defenses against increasingly sophisticated automated attacks. And the real-life spy story of Palo Alto threat intelligence team, Unit 42, their dark web connections, and the psychology of dealing with hackers.
For more or to watch on YouTube—check out http://linktr.ee/sharedlunch
Shared Lunch is brought to you by Sharesies Limited (NZ) in New Zealand and Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) (collectively referred to as ‘Sharesies’).
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not personal financial advice and provides general information only. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
In this quick bite, Fonterra CEO Miles Hurrell shares his insights on the company's outlook for 2025 and beyond. What are the key challenges facing this dairy giant? How is Fonterra positioning itself to handle global uncertainties, from geopolitical tensions to market volatility? Plus, get his perspective on shareholder value and the company's financial transformation since 2019.
This quick bite is from our previous episode 'Beyond milk: Fonterra's next frontier'
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Investing involves risk. This episode is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. Information provided is general only and current at the time and does not take into account your circumstances, objectives or needs. We do not provide recommendations and you should always read the disclosure documents available to the product's issuer before making a financial decision. Our disclosure documents, including a Target Market Determination for Sharesies, can be found on our website. If you require financial advice, you should consider speaking with a qualified financial advisor. The views expressed by individuals are their own and Sharesies does not endorse any of the guests or the views they hold.
See omnystudio.com/listener for privacy information.
It’s not just about milk anymore.
Fonterra CEO Miles Hurrell opens up about steering the export giant through geopolitical turbulence, shifting consumer demands, and the push for sustainability.
After a rocky ride in the late 2010s, Fonterra has refined what it’s selling and who it's selling to. With an aging global population and a wellness boom, Fonterra is ramping up investment in R&D to pursue products for health and medical nutrition. Miles describes the opportunities presented by Southeast Asia's growing middle class, even amidst Trump's looming tariffs and a shakier Chinese market.
Plus, hear about Fonterra’s complex journey towards sustainability—trialling electric tankers, getting rid of coal, and the race to reduce methane emissions.
For more or to watch on YouTube—check out http://linktr.ee/sharedlunch
Shared Lunch is brought to you by Sharesies Limited (NZ) in New Zealand and Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) (collectively referred to as ‘Sharesies’).
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not personal financial advice and provides general information only. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
In this quick bite: Garth Bray chats with Simon Woodhams, CEO of PFI, about the current state of the industrial property market, using it as bellwether for the broader economy. What is Simon seeing, given their PFI's vantage point, on the challenges and opportunities shaping New Zealand’s economic landscape?
Plus, a quick look at the rise of e-commerce on industrial property demand, the future of work-from-home trends and what's driving one of New Zealand’s top-performing asset classes.
For more episodes or to watch on YouTube, check out http://linktr.ee/sharedlunch
See omnystudio.com/listener for privacy information.
We're heading inside Property for Industry (PFI)’s two billion dollar portfolio, which includes some of NZ's biggest companies, private enterprises, and branches of government—with an average asset value of around $20M.
PFI CEO Simon Woodhams tells Garth Bray why industrial property has been a top performing asset class, the benefits of owning warehouses in an e-commerce boom, and how they’re evolving to meet sustainability standards.
Plus, what Simon’s big-picture view of PFI’s 120+ tenants (including giants like Fisher and Paykel) might reveal about NZ’s economy.
For more or to watch on YouTube—check out http://linktr.ee/sharedlunch
Shared Lunch is brought to you by Sharesies Limited (NZ) in New Zealand and Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) (collectively referred to as ‘Sharesies’).
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not personal financial advice and provides general information only. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
What are bonds role in today’s unpredictable economic landscape?
In this quick bite, Chris Di Leva from Harbour Asset Management & Pattrick Smellie from Businessdesk talk about how bonds can hedge against global growth shocks, plus the shifting dynamics of globalization, trade, and geopolitics.
Plus, what is the likelihood that political uncertainty—from Trump’s unpredictability to broader geopolitical risks—could upend markets?
This quick bit is from our previous episode 2025: What Investors need to know
For more or to watch on YouTube—check out http://linktr.ee/sharedlunch
Shared Lunch is brought to you by Sharesies Limited (NZ) in New Zealand and Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) (collectively referred to as ‘Sharesies’). Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not personal financial advice and provides general information only. Past performance is not an indication of future performance. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
How wild could this year get? Businessdesk’s Pattrick Smellie and Chris Di Leva of Harbour Asset Management tell us what we might want to prepare for.
U.S. markets are riding high on the promise of deregulation, while China faces structural challenges that could last a decade. Bitcoin has defied expectations to rise beyond $100,000, though concerns remain about crypto (especially meme coins). On the other hand, the AI goldrush is facing hard questions.
Plus: why bonds are having a moment, the growing influence of politics on the markets, and what all that could mean for your portfolio planning.
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Shared Lunch is brought to you by Sharesies Limited (NZ) in New Zealand and Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) (collectively referred to as ‘Sharesies’).
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not personal financial advice and provides general information only. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
Ever wondered how two guys with three broken scooters and a dream turned a garage startup into a nationwide delivery empire?
Join Nick Foster and Tim Robinson from DeliverEasy as they reveal how they built a business that's now delivered over 10 million meals, all while navigating fierce competition from global giants like Uber. From bootstrapping in a Wellington garage to challenging industry norms, they share candid insights about entrepreneurship, wealth, and why money isn't always the ultimate goal.
If you're curious about turning a risky idea into reality, this conversation might just inspire you. The duo gets real about the challenges of starting a business with almost no resources and advantage of being first to market.
Episodes drop every Monday and Thursday in January. Subscribe to the Shared Lunch feed so you don’t miss a thing.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. They are not financial experts and their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time of recording
See omnystudio.com/listener for privacy information.
Professional yarn-spinners Brook and Jordan & Matua Mark of the Morning Shift join Carl from Sharesies for a solid kōrero around wealth, family, and taking leaps of faith. We get deep into their different relationships with money—from Marc's ambitious drive to "have it all" to Jordan's ministry background shaping his view that true wealth is about more than dollars.
Plus, hear about an exciting new partnership with Sharesies, and how they're working to make investing feel less like an "exclusive Harvard club" and more accessible to everyday people.
More Than Money is a limited podcast series exploring the wealth choices that change us. In these conversations, Kiwi legends give us a revealing look at one important money decision that helped determine where they are today: the strokes of genius, the near-misses, and the tough calls.
Episodes drop every Monday and Thursday in January. Subscribe to the Shared Lunch feed so you don’t miss a thing.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. They are not financial experts and their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time of recording.
See omnystudio.com/listener for privacy information.
Got a prenup? Who manages the accounts? Is your name on the mortgage, or your partner’s?
Author and journalist Sarah Catherall tells us how to break up well—after all, she literally wrote the book. While the emotional fallout of a separation is hard to prepare for, Sarah shares some of the steps you can take before and after a breakup to make the process as easy as possible.
Hopeless romantics, beware—Sarah reckons everyone who’s coupled up should have a hard think about their economic stake in the relationship.
“Is your economic power equal? Do you know, is your name on the title, is your name on the bank accounts? Do you have a mutual plan for wealth creation, or saving plan? Understand what's where.”
Plus, we learn about ‘bird nesting’, the trend emerging from the struggles of getting divorced during a cost of living crisis.
More Than Money is a limited podcast series exploring the wealth choices that change us. In these conversations, Kiwi legends give us a revealing look at one important money decision that helped determine where they are today: the strokes of genius, the near-misses, and the tough calls.
Episodes drop every Monday and Thursday in January. Subscribe to the Shared Lunch feed so you don’t miss a thing.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. They are not financial experts and their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time of recording.
See omnystudio.com/listener for privacy information.
In this episode of More than Money, Garth gets Jesse Mulligan’s view on the finances of parenthood and how money interacts with our relationships.
Jesse doesn’t believe in hoarding cash for the future—his philosophy is to “eat the marshmallow”, and that wealth is the ability to do the things you want to do, with the people you care about, right now.
Jesse talks about the big transition to fatherhood, going from a bachelor spending money “on food and electric guitar” to a dad of 4. He opens up about combining finances with his wife as they were about to have their first kid—and the humbling feeling of asking permission before spending.“
It kind of signals that you're all in. In an age of individualism, it's a nice thing to say from now on we're a family unit"
More Than Money is a limited podcast series exploring the wealth choices that change us. In these conversations, Kiwi legends give us a revealing look at one important money decision that helped determine where they are today: the strokes of genius, the near-misses, and the tough calls.
Episodes drop every Monday and Thursday in January. Subscribe to the Shared Lunch feed so you don’t miss a thing.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. It is also not an endorsement of Sharesies by Jesse or RNZ. They are not financial experts and their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time of recording.
See omnystudio.com/listener for privacy information.
Are our careers an underrated investment? Tony thinks so.
In this episode of More than Money, we get personal with Shared Lunch regular, independent economist, and weatherman of the housing market, Tony Alexander.
Tony reveals how he had ‘a crisis’ about his own career path, feeling bored and trapped in his first job at the Reserve Bank of Australia, until he discovered his unique skill set as a translator of economic jargon—and shaped his own role around it.
‘Find what you are good at and you work it like you work nothing else, apart from your marriage, maybe, in your life.’
More Than Money is a limited podcast series exploring the wealth choices that change us. In these conversations, Kiwi legends give us a revealing look at one important money decision that helped determine where they are today: the strokes of genius, the near-misses, and the tough calls.
Episodes drop every Monday and Thursday in January. Subscribe to the Shared Lunch feed so you don’t miss a thing.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time of recording.
See omnystudio.com/listener for privacy information.
Presenter, podcaster, and author (and sometimes ultramarathon runner) Brodie Kane spills about facing redundancy at the outset of a pandemic—with a 700k mortgage.
What seemed like a huge setback pushed her to go out on her own, joining forces with her Mum financially, and even leading to hosting a new show about co-ownership in NZ’s brutal housing market.
“I'm 38, a single woman. I have to be in charge of making sure that I can secure a future for myself, if I'm going to be doing it on my own… so that I can go and be one of those fabulous ladies, you know, with a gin at midday like ‘la dee dah’.”
More Than Money is a series exploring the wealth choices that change us. In these conversations, Kiwi legends give us a revealing look at one important money decision that helped determine where they are today: the strokes of genius, the near-misses, and the tough calls. Episodes drop every Monday and Thursday in January. Subscribe to the Shared Lunch feed so you don’t miss a thing.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. They are not financial experts and their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time of recording.
See omnystudio.com/listener for privacy information.
Luke Kemeys wants you to give money to a stranger.
The financial literacy champion and host of Keep the Change reveals how starting a business has transformed his perspective on money—and his entire worldview.
Luke reckons that while money isn’t necessarily easy to come by, it starts with believing that wealth is attainable, and all around you.
“If you believe that every dollar you get, you've got to hold on to, and you'll never have another dollar, then you're probably gonna live scarce."
In this episode of More than Money, Luke opens up about the grind of entrepreneurship and the power of giving without expectation, and even tells us how you can apply accounting concepts in your own life.
More Than Money is a series exploring the wealth choices that change us. In these conversations, Kiwi legends give us a revealing look at one important money decision that helped determine where they are today: the strokes of genius, the near-misses, and the tough calls. Episodes drop every Monday and Thursday in January. Watch this episode on YouTube or Subscribe to the Shared Lunch feed so you don’t miss a thing.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. They are not financial experts and their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time of recording.
See omnystudio.com/listener for privacy information.
Are Kiwis lacking connection?
Broadcasting legend Paddy Gower reckons it’s time we take some simple steps to feel more connected and fulfilled.
In the very first episode of More than Money, the TV and radio veteran talks frankly about our need for closeness, how getting sober led to taking control of his finances, and how the story of his recovery has formed an unexpected second act in his career.
Paddy describes how 2024’s media layoffs forced him to think long and hard about money for the first time—and to reinvent himself professionally at the age of 47.
More Than Money is a limited podcast series exploring the wealth choices that change us. In these conversations, Kiwi legends give us a revealing look at one important money decision that helped determine where they are today: the strokes of genius, the near-misses, and the tough calls.
Episodes drop every Monday and Thursday in January.
Subscribe to the Shared Lunch feed so you don’t miss a thing.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. They are not financial experts and their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time of recording.
See omnystudio.com/listener for privacy information.
If you’re looking for the best deal on car insurance, what are the top three things you should consider?
In this episode, we chat with Cove Car Insurance Co-Founder Andy Coon about trends in the car insurance industry, factors affecting premiums, and innovations in insurance technology that could see many more people benefit when it comes to comprehensive car cover.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not personal financial advice and provides general information only. Past performance is not an indication of future performance. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
More Than Money, is a short summer series exploring the wealth choices that change us. In these conversations, Kiwi legends give us a revealing look at one important money decision that helped determine where they are today: the strokes of genius, the near-misses, and the tough calls.
Our guests get real about redundancy, addiction recovery, and divorce, and how parenthood, self-employment, and health scares can radically shift your understanding of money.
Episodes drop every Monday and Thursday in January. Subscribe to the Shared Lunch feed so you don’t miss a thing.
See omnystudio.com/listener for privacy information.
How has Sharesies evolved this year?
The three Sharesies CEOs look back at a jam-packed 2024, growing from an investment platform to a comprehensive wealth app, with insurance, Save and PIE Save, and KiwiSaver—plus an array of innovative features.
Even better, we get a look ahead at 2025, including Spend, a new product backed by Mastercard, and U.S. markets coming to the Sharesies KiwiSaver scheme. And we test the trio’s knowledge of our key numbers for the year (including over 15M total buys, 1.4M sells, and $110M added to KiwiSaver!).
For more or to watch Shared Lunch on YouTube—check out http://linktr.ee/sharedlunch
Shared Lunch is brought to you by Sharesies Limited (NZ) in New Zealand and Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) (collectively referred to as ‘Sharesies’).
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not personal financial advice and provides general information only. Past performance is not an indication of future performance. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
We're thinking positive for 2025!
Brad Olsen & RNZ business journalist Gyles Beckford look at the positives for NZ next year, including emerging signs of economic recovery, positive sentiment, easing mortgage rates, increased household spending, business activity, and potential employment growth.
Check out the full episode: 'Crypto, Trump & NZX: 2024 in review'
For more or to watch on YouTube—check out http://linktr.ee/sharedlunch
Shared Lunch is brought to you by Sharesies Limited (NZ) in New Zealand and Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) (collectively referred to as ‘Sharesies’). Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not personal financial advice and provides general information only. Past performance is not an indication of future performance. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
How do we rate 2024 and what's in store for 2025?
Brad Olsen, Infometrics Principal Economist, and RNZ Business Editor Gyles Beckford dig into global market dynamics and our national outlook as cryptocurrency goes mainstream, tech stocks defy gravity, and Kiwis finally catch a break on interest rates.
Is the current tech boom sustainable? Is crypto really legit now? What’s going on with the NZX?This is the shared lunch big-picture overview of the year that was—and our take on what we should be looking at in the year to come.
For more or to watch on YouTube—check out http://linktr.ee/sharedlunch
Shared Lunch is brought to you by Sharesies Limited (NZ) in New Zealand and Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) (collectively referred to as ‘Sharesies’). Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not personal financial advice and provides general information only. Past performance is not an indication of future performance. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
Independent economist Tony Alexander unpacks the potential impacts of the US presidential election on New Zealand's economic landscape. From cryptocurrency trends to trade uncertainties, we explore market dynamics, policy shifts, and economic challenges facing investors in 2025.
This quick bite is from our previous episode 'Will property thrive or just survive in 2025?'
For more or to watch on YouTube—check out http://linktr.ee/sharedlunch
Shared Lunch is brought to you by Sharesies Limited (NZ) in New Zealand and Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) (collectively referred to as ‘Sharesies’).
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not personal financial advice and provides general information only. Past performance is not an indication of future performance. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time
See omnystudio.com/listener for privacy information.
What’s coming for New Zealand’s economy in 2025 and beyond?
While things are easing, Independent Economist Tony Alexander cautions business owners, investors, and homebuyers to look for a slow recovery, not a booming comeback—and those ultra-low pandemic era interest rates are long gone.
Throw in some international trade shake-ups and political drama, and we've got a bumpy ride for a while yet—so when can we expect stability?
For more or to watch on YouTube—check out http://linktr.ee/sharedlunch
Shared Lunch is brought to you by Sharesies Limited (NZ) in New Zealand and Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) (collectively referred to as ‘Sharesies’).
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not personal financial advice and provides general information only. Past performance is not an indication of future performance. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
In this bonus episode we continue the conversation with Keep the Change host Luke Kemeys, and unpack the last couple of years of economic rollercoasters! Leighton & Luke explore the importance of financial education and building options, how optimism isn't about everything being perfect, but being prepared, plus Luke shares some real experiences from his community.
This bonus bite is in addition to our previous episode '5 blockers to growing long term wealth'.
For more or to watch on YouTube—check out http://linktr.ee/sharedlunch
Shared Lunch is brought to you by Sharesies Limited (NZ) in New Zealand and Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) (collectively referred to as ‘Sharesies’).
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not personal financial advice and provides general information only. Past performance is not an indication of future performance. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
Are you overthinking your investing? Do you ever find yourself procrastinating, or getting stuck? In this week’s Shared Lunch, accountant and grassroots financial educator Luke Kemeys (Keep the Change) points out five barriers that get in the way of creating wealth.
Whether it’s a lack of goal-setting, waiting endlessly for the “right time”, analysis paralysis, or letting fear get the best of you, Luke busts your every excuse and reminds us that investing isn't about being infallible, but consistency and a long-term mindset.
Hear why and how to start small, stick at it, and keep it simple.
For more or to watch on YouTube—check out http://linktr.ee/sharedlunch
Shared Lunch is brought to you by Sharesies Limited (NZ) in New Zealand and Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) (collectively referred to as ‘Sharesies’).
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not personal financial advice and provides general information only. Past performance is not an indication of future performance. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
How did NZ become so successful in fibre uptake, outpacing both Australia and the UK, despite geographical challenges? What does this mean for the NZ's connected future? Mark Aue CEO of Chorus speaks about skyrocketing data usage, the future of connected homes and how the country is tackling digital exclusion.
This quick bite is from our previous episode 'How Chorus built our $5.5B world-class fibre network'
For more or to watch on YouTube—check out http://linktr.ee/sharedlunch
Shared Lunch is brought to you by Sharesies Limited (NZ) in New Zealand and Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) (collectively referred to as ‘Sharesies’).
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not personal financial advice and provides general information only. Past performance is not an indication of future performance. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
Mark Aue, CEO at Chorus, tells us how a Spark spin-off became NZ's largest telecommunications infrastructure company, putting New Zealand 17th globally in fibre uptake—ahead of Australia and the UK.
Chorus has spent $5.5 billion building a national fibre network to become the country’s definitive network operator. But they’re also one of New Zealand's largest property owners, with over 600 exchanges, 200,000 light poles, and 1,200 high sites—potentially a huge revenue opportunity.
Meanwhile, Deloitte projects that their network could pump $33 billion annually into New Zealand's economy by 2033, while the average Kiwi household is now chewing through 600GB of data a month—up from 40GB a decade ago.
But challenges remain: Mark shares how Chorus is pushing to expand coverage to the last 13% of the population and managing the complex exit from legacy copper networks. Plus, the fight against digital inequality, with one in five New Zealanders still digitally excluded.
For more or to watch on YouTube—check out http://linktr.ee/sharedlunch
Shared Lunch is brought to you by Sharesies Limited (NZ) in New Zealand and Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) (collectively referred to as ‘Sharesies’).
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not personal financial advice and provides general information only. Past performance is not an indication of future performance. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
Have Neobanks lived up to the hype?
ANZ Group CEO Shayne Elliott gives his take on how banking needs more than just 'flashy apps' and what makes true banking innovation.
Shayne reveals how ANZ is investing in modern tech infrastructure with ANZ Plus, and their vision for AI in banking, from code generation to virtual personal bankers...
This quick bite is from our previous episode 'Is strict lending killing big ideas?'
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Investing involves risk. This episode is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. Information provided is general only and current at the time and does not take into account your circumstances, objectives or needs.
We do not provide recommendations and you should always read the disclosure documents available to the product's issuer before making a financial decision. Our disclosure documents, including a Target Market Determination for Sharesies, can be found on our website. If you require financial advice, you should consider speaking with a qualified financial advisor. The views expressed by individuals are their own and Sharesies does not endorse any of the guests or the views they hold.
See omnystudio.com/listener for privacy information.
What’s the real cost of lending regulations?
ANZ CEO Shayne Elliott thinks playing it too safe in banking blocks opportunities for people ‘in the middle’, locking the middle class out of traditional banking services.
Plus, hear about ANZ's big bet on technology with ANZ Plus. As Shayne tells it, neobanks have largely failed, and real innovation—and competition—isn't from new banks, but from totally new ways of handling money.
For more or to watch on YouTube—check out http://linktr.ee/sharedlunch
Shared Lunch is brought to you by Sharesies Limited (NZ) in New Zealand and Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) (collectively referred to as ‘Sharesies’).
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not personal financial advice and provides general information only. Past performance is not an indication of future performance. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
Worried about US market highs? In this quick bite, we chat to David R. Sharp, Snr ETF Capital Markets Specialist at Vanguard about staying the course and sticking to long term plans. Plus, learn what ETFs can offer for Kiwi investors, and is 'VOO and Chill' more than just a meme?
This quick bite is from our previous episode 'VOO & Chill? Inside Vanguard's powerhouse ETF'
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Investing involves risk. This episode is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. Information provided is general only and current at the time and does not take into account your circumstances, objectives or needs.
We do not provide recommendations and you should always read the disclosure documents available to the product's issuer before making a financial decision. Our disclosure documents, including a Target Market Determination for Sharesies, can be found on our website. If you require financial advice, you should consider speaking with a qualified financial advisor. The views expressed by individuals are their own and Sharesies does not endorse any of the guests or the views they hold.
See omnystudio.com/listener for privacy information.
We catch up with Vanguard's senior ETF capital market specialist David Sharp who is based in the battleground state of Pennsylvania.
David sheds some light on whether throughout history federal elections have affected market returns. And how a passive index fund manager like Vanguard has stayed the distance over nearly 50 years.
We delve into what constitutes the flagship Vanguard S&P 500 exchange-traded-fund, more commonly known as VOO. Plus what the phrase ‘Voo and chill’ has come to mean.
And while Investing in US ETFs offers scale and diversification, there's volatility to contend with too.
For more—check out http://linktr.ee/sharedlunch
Shared Lunch is brought to you by Sharesies Limited (NZ) in New Zealand and Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) (collectively referred to as ‘Sharesies’).
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not personal financial advice and provides general information only. Past performance is not an indication of future performance. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
In this quick bite, Victoria Harris from the Curve answers the question, why is over-diversification problematic? Why should you tidy up a messy portfolio, and how can ETFs help? Plus, her take on the phrase 'invest in what you know'.
This quick bite is from our previous episode 'All things diversification'.
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Investing involves risk. This episode is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. Information provided is general only and current at the time and does not take into account your circumstances, objectives or needs.
We do not provide recommendations and you should always read the disclosure documents available to the product's issuer before making a financial decision. Our disclosure documents, including a Target Market Determination for Sharesies, can be found on our website. If you require financial advice, you should consider speaking with a qualified financial advisor. The views expressed by individuals are their own and Sharesies does not endorse any of the guests or the views they hold.
See omnystudio.com/listener for privacy information.
What can COVID and crypto teach us about diversification? Should you manage your investments actively, passively, or a bit of both? And is there such a thing as being too diversified?
Victoria Harris of The Curve tells Sharesies co-CEO Sonya why tried-and-true diversification strategies still hold up and why even Wall Street experts often anchor their portfolios in the humble broad-market ETF. Learn what makes a good diversification strategy and how to avoid over-diversifying.
Find out more about the classic “core-satellite” approach and managing risk through different cycles in the market (like the pandemic). Plus, why it can be so helpful to invest in what you actually know and use (like spotting investment opportunities while you’re in line at your favourite shops).
Whether you're curious about ETFs, building your portfolio, or just trying to offset some risk, this episode just might help you sleep better at night.
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Shared Lunch is brought to you by Sharesies Limited (NZ) in New Zealand and Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) (collectively referred to as ‘Sharesies’).
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared lunch is not personal financial advice and provides general information only. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
What happens tax-wise if you’re investing in foreign shares? Holding shares listed outside of New Zealand means you might fall under the Foreign Investment Fund (FIF) rules.
Haydn Clark from Inland Revenue and Ross Nelson from PwC explain when and how the rules apply, based on investment amounts and types. This conversation explores scenarios where FIF tax takes effect, exemptions that may apply to ASX shares and cryptocurrency, and methods like the Fair Dividend Rate (FDR) and Comparative Value (CV) for calculating FIF income.
Get clear explanations and examples on tax submission and voluntary disclosure, including free online tools to help with calculations, and helpful features in Sharesies. Find out how to work out and report FIF income, when to claim a tax credit, and where to go to file taxes on foreign investments.
Sharesies does not provide tax advice. If you have any questions about your FIF or any other tax reporting obligations, you should seek professional tax advice.
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
What do Bitcoin and gold have in common? What’s a “core-and-explore” portfolio? Are you better off investing in global assets via the NZX, instead of an international exchange?
As Smartshares rebrands to Smart and launches four new ETFs, we sat down with CEO Anna Scott to discuss bringing cryptocurrency, US tech, and gold to the NZX. From Bitcoin's transformation from a fringe digital currency to a mainstream ETF investment, to gold's enduring status as the "original Bitcoin," Anna explains how Smart are making complex investments accessible to everyday investors.
We learn why Smart has chosen to list theseexchange-traded funds now, and how they’re partnering with iShares owner BlackRock, the world’s largest investment company.
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
In this quick bite Sonya and Victoria Devine break down diversification and portfolio management. Victoria covers the basics, as well as Direct share investing vs ETF investing, balancing risk across different sectors and the "eggs in one basket" principle
Plus, it's true, V has a unique "wine and rebalance" technique 🍷 when she's sorting her portfolio!
This quick bite is from our episode 'Why your family home is not an investment'.
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Investing involves risk. This episode is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. Information provided is general only and current at the time and does not take into account your circumstances, objectives or needs.
We do not provide recommendations and you should always read the disclosure documents available to the product's issuer before making a financial decision. Our disclosure documents, including a Target Market Determination for Sharesies, can be found on our website. If you require financial advice, you should consider speaking with a qualified financial advisor. The views expressed by individuals are their own and Sharesies does not endorse any of the guests or the views they hold.
See omnystudio.com/listener for privacy information.
Kris Faafoi, Chief Exec of the Insurance Council, tells Garth Bray what recent climate events mean for New Zealanders who want to protect their assets.
Why have insurance premiums gone up? Are they leveling out? What’s the deal with reinsurance? And what does it all mean for homeowners and home buyers?
We discuss the growing influence of climate events on insurance availability and affordability and get a revealing look at the future of our insurance sector—and the effects on our biggest investments.
For more or to watch on YouTube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
In a bonus clip from our recent Shared Lunch with Tony Alexander, we explore Aotearoa's regional property trends and look at the outliers like Queenstown Lakes and Auckland's inner-city apartment market. Plus, find out why house buyers are looking closely at Christchurch and how retirement trends are effecting regions like Northland and Bay of Plenty.
For more of this conversation check out our recent episode 'With interest rates down, will property bounce back?'
You can also watch on YouTube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
Author, business woman, retired financial advisor, and host of Australia's number 1 money podcast, She’s on the Money, Victoria Devine, gives tips on investing in the Australian markets, the benefits of diversification and how to invest in real estate without purchasing a house.
Hear about how you might consider investing while still in debt, how to decide on investments that are right for you and why your family home is not an investment.
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Investing involves risk. This episode is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. Information provided is general only and current at the time and does not take into account your circumstances, objectives or needs.
We do not provide recommendations and you should always read the disclosure documents available to the product's issuer before making a financial decision. Our disclosure documents, including a Target Market Determination for Sharesies, can be found on our website. If you require financial advice, you should consider speaking with a qualified financial advisor. The views expressed by individuals are their own and Sharesies does not endorse any of the guests or the views they hold.
See omnystudio.com/listener for privacy information.
Will New Zealand finally get a capital gains tax? Tony Alexander breaks down how a CGT could become reality in NZ - and why the messaging matters more than you might think!
Plus we explore what investors should watch for in the current economic climate including China's slowdown, US elections, and more.
For more or to watch on YouTube—check out http://linktr.ee/sharedlunch
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
From the revival of open homes to the challenges still faced by property developers, independent economist Tony Alexander joins Leighton Roberts to consider if New Zealand's housing market has finally reached a turning point.
How much will the Reserve Bank slash interest rates? What’s the impact of changing migration patterns and rising unemployment? And why does Tony believe we've reached the low point for housing prices for real? Plus: Tony’s take on the potential introduction of a capital gains tax.
For more or to watch on YouTube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
We unpack the latest trends in holiday travel off the back of the Webjet demerger.
New Webjet Group CEO and Kiwi expat Katrina Barry is bullish about the plans ahead for the consumer business now it has been separated from the b2b side with its own ASX listing.
We look at the efficiencies AI is creating for the business and how Aussies and Kiwis can also reap the benefits from their couch.
For investors there’s the possibility of dividends ahead and making more of the various revenue streams as the company seeks to capture the ‘all of travel wallet’.
For more or to watch on Youtube—check out http://linktr.ee/sharedlunch
Investing involves risk. This episode is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. Information provided is general only and current at the time and does not take into account your circumstances, objectives or needs. We do not provide recommendations and you should always read the disclosure documents available to the product's issuer before making a financial decision. Our disclosure documents, including a Target Market Determination for Sharesies, can be found on our website. If you require financial advice, you should consider speaking with a qualified financial advisor. The views expressed by individuals are their own and Sharesies does not endorse any of the guests or the views they hold.
See omnystudio.com/listener for privacy information.
We drill into the world of oil and gas exploration with Andrew Jefferies, Chief Executive of Echelon.
Andrew shares why the company has left the NZX for the ASX and its rebrand from NZ Oil and Gas to Echelon.
He discusses the impact of the former government’s decision on banning oil and gas exploration, and Echelon’s decision to invest now that decision has been reversed.
While more investors demand an ESG (environmental, social and governance) approach to investing, we hear about the balance between transitioning to cleaner energy sources and meeting global energy demands.
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Investing involves risk. This episode is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. Information provided is general only and current at the time and does not take into account your circumstances, objectives or needs. We do not provide recommendations and you should always read the disclosure documents available to the product's issuer before making a financial decision. Our disclosure documents, including a Target Market Determination for Sharesies, can be found on our website. If you require financial advice, you should consider speaking with a qualified financial advisor. The views expressed by individuals are their own and Sharesies does not endorse any of the guests or the views they hold.
See omnystudio.com/listener for privacy information.
In the second part of our Air New Zealand conversation, we put your questions to CEO Greg Foran. Things like: why pay a dividend if things are so tough? Will airfares come down? How is the cost of living crisis affecting how we fly?
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Investing involves risk. This episode is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. Information provided is general only and current at the time and does not take into account your circumstances, objectives or needs. We do not provide recommendations and you should always read the disclosure documents available to the product's issuer before making a financial decision. Our disclosure documents, including a Target Market Determination for Sharesies, can be found on our website. If you require financial advice, you should consider speaking with a qualified financial advisor. The views expressed by individuals are their own and Sharesies does not endorse any of the guests or the views they hold.
See omnystudio.com/listener for privacy information.
We chew on the headwinds the national carrier is battling and what it's doing to fly a smoother path with CEO Greg Foran.
Our conversation follows a 65% drop in net profit and earnings down by more than half for the 2024 financial year, plus no guidance due to uncertainty ahead.
But Greg Foran is candid about how resourceful a little airline at the bottom of the world needs to be to ride out fleet and maintenance issues, and an economic downturn.
We ask him about his tenure since early 2020 and what he’d do differently? And when will the airline be flying into London after an absence of 5 years?
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
We put some investor questions to Contact Energy Mike Fuge as the gentailer makes its case for a $2.3 billion takeover of renewable wholesale power company Manawa Energy.
Mike provides a picture of what a combined portfolio of energy assets would look after adding Manawa’s 25 hydro power stations, plus how this acts as a natural hedge.
But is Contact paying too much given recent challenges at Manawa (including a recent earnings downgrade) and what does it mean if Manawa majority shareholder Infratil sells and takes a 10.5 % stake in Contact?
When does the transaction pay its way? And what does the Commerce Commission need to weigh up to approve the deal that would make Contact the number 2 gentailer behind Meridian? Tune in to find out!
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
We chat with George Adams, the chairman of distressed milk company Synlait ahead of shareholders voting on a capital rescue package.
Adams is intent on saving this second tier player in the export dairy industry, and tells us why there are opportunities it can pursue that are different to those chased by Fonterra.
He’s pragmatic about the challenge of raising three and a half times Synlait's market capitalization, and the fact minority shareholders will have their holdings diluted by more than half, in favour of larger shareholders including a2 Milk.
And who knew adult milk products (not infant) and cream (the shelf-stable variety) are the way of the future?
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
In this bonus episode of Shared Lunch we break down the latest Aussie earnings season and chat about the potential of smaller mid-cap companies with Sydney-based, Head of Australasian Equities and Portfolio Manager at Pie Funds, Michelle Lopez.
Michelle shares her expertise on evaluating mid-cap sized companies, discusses the potential impact of the upcoming U.S. election on markets, and offers a glimpse into emerging opportunities in both the Australian and New Zealand markets.
For more or to watch Shared Lunch on youtube—check out http://linktr.ee/sharedlunch
Investing involves risk. This episode is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. Information provided is general only and current at the time and does not take into account your circumstances, objectives or needs. We do not provide recommendations and you should always read the disclosure documents available to the product's issuer before making a financial decision [and do your own due diligence]. Our disclosure documents, including a Target Market Determination for Sharesies, can be found on our website. If you require financial advice, you should consider speaking with a qualified financial advisor. The views expressed by individuals are their own and Sharesies does not endorse any of the guests or the views they hold.
See omnystudio.com/listener for privacy information.
With recent reports that New Zealanders have the lowest level of home ownership since 1945, is the New Zealand dream over?
From liberalising planning laws to creating more livable cities, to tackling the intergenerational equity issue, we chat to Housing Minister Chris Bishop to hear about the government’s plan to create a more affordable housing market.
Tune in to find out how the government plans to help bridge the gap between home ownership and what needs to change to get there.
For more or to follow the podcast—check out http://linktr.ee/sharedlunch
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
In this quick bite Don Braid, Managing Director of Mainfreight shares how sustainability has been ingrained into the company's operations since its early days, from recycling initiatives, to implementing off-grid solar power and water systems in their facilities worldwide.
Plus, hear more around what Mainfreight's plans are with their electric trucks, if Telsa's will become a part of their fleet, and what are the issues for Electric Vehicles (EVs) when it comes to long-haul transportation?
This quick bite is from our previous episode 'Mainfreight–Where next for the blue trucks?'
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time
See omnystudio.com/listener for privacy information.
Having Aussies run the Australian arm of freight and logistics giant Mainfreight has helped it become the biggest earner—surpassing the Kiwi business this financial year.
In a candid chat with Mainfreight Managing Director Don Braid we also find out how it’s cracked getting established in India.
Back home a key concern is no decision about the upgrade of the Picton Ferries, and a lack of consultation with those at the coalface of rail networks.
Learn how Mainfreight’s approach to mandatory climate reporting is being adopted by other overseas companies, but it hasn’t been able to get long-haul electric vehicles (yes Tesla)! Plus who makes up those famous inspirational quotes you see on the blue trucks, at airports and the like?
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
In the second part of our conversation with Sir Peter Beck, we put a bunch of Sharesies investor questions to the Rocket Lab founder. Things like: Why space? What are the macro events that impact the space industry? And what's his favourite space movie?
Plus Sharesies co-founder and CEO Leighton Roberts gets a brief tour of Rocket Lab’s Auckland site.
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Investing involves risk. This episode is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. Information provided is general only and current at the time and does not take into account your circumstances, objectives or needs. We do not provide recommendations and you should always read the disclosure documents available to the product's issuer before making a financial decision. Our disclosure documents, including a Target Market Determination for Sharesies, can be found on our website. If you require financial advice, you should consider speaking with a qualified financial advisor. The views expressed by individuals are their own and Sharesies does not endorse any of the guests or the views they hold.
See omnystudio.com/listener for privacy information.
As Rocket Lab makes history shipping twin spacecraft for NASA’s Mars mission, we catch up with company founder and CEO Sir Peter Beck.
Our conversation at Rocket Lab’s Auckland site, follows a June-quarter revenue jump of 70%, and is in anticipation of its Neutron rocket launch in 2025, which the company says will end the SpaceX monopoly for medium launch vehicles.
Find out why Rocket Lab is actually an infrastructure company, how it builds for interplanetary research (think the Red Planet) faster and cheaper, and the state of the space industry. Plus what does Sir Peter like to invest in?
We’re giving away four official Rocket Lab drink bottles. Only for use on earth. To enter, check out this episode on YouTube and leave us a comment. T&Cs apply .
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Investing involves risk. This episode is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. Information provided is general only and current at the time and does not take into account your circumstances, objectives or needs. We do not provide recommendations and you should always read the disclosure documents available to the product's issuer before making a financial decision. Our disclosure documents, including a Target Market Determination for Sharesies, can be found on our website. If you require financial advice, you should consider speaking with a qualified financial advisor. The views expressed by individuals are their own and Sharesies does not endorse any of the guests or the views they hold.
See omnystudio.com/listener for privacy information.
In this quick bite from Shared Lunch, host Helen Matterson and financial advisor Hannah McQueen from Enable.Me tackle a common financial dilemma: how might you balance KiwiSaver contributions and paying off your mortgage?
Hannah shares her options on balancing retirement savings with property investment, contributing up to an employer's match, and thoughts on what could happen with the extra funds. Plus, what are some major mistakes kiwis make when it comes to finances?
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time
See omnystudio.com/listener for privacy information.
The cut in the official cash rate to 5.25% is a huge relief for mortgage holders and businesses.
We talk to Kiwibank Chief Economist Jarrod Kerr about the significance of this move.
Where is inflation at? Will there be further cuts in quick succession or a slow burn? What does this mean for house prices? Don’t miss this short episode for all the answers.
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time
See omnystudio.com/listener for privacy information.
How do you get ahead once you’ve emptied your savings and most of your Kiwisaver to buy a home?
For many of us the financial struggle seems never ending. In keeping with the theme of Sorted Money Month, ‘Pause, get sorted’, we look at what you can do to keep building your wealth for the future.
We’re joined by enable.me founder Hannah McQueen who suggests where to start, and answers common questions around balancing mortgage debt and contributing to Kiwisaver.
We’re giving away two copies of Hannah’s revised book ‘Kill Your Mortgage and Sort your Retirement’. Head to the Sharesies Share Club NZ Facebook Group to enter and let us know your top money tips for building future wealth. T&Cs apply .
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time
See omnystudio.com/listener for privacy information.
We go onsite at Fisher & Paykel's East Tamaki campus and talk to Managing Director Lewis Gradon about his 41 year tenure, and how do you plan for the next 30?
The conversation covers recent challenges like the tail from COVID-19, and being disciplined enough not to succumb to short-term share market pressures. Plus the potential anesthesia market, where homecare is headed and building an even bigger complex at Karaka.
With most R&D still locally based, F&P hopes to stem the brain drain and act as a brain magnet for young grads.
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time
See omnystudio.com/listener for privacy information.
In this quick bite, Dan Brunskill talks with Damian Spring, CEO of Santana Minerals, as it examines the economic potential of the new gold mine in Otago, New Zealand. What’s Santana’s thinking on where the gold price might go and how has the company scoped the viability if the price drops? Plus, we had to ask about Bitcoin, a so-called digital gold - what’s a traditional gold miner’s take on crypto as a store of value?
This quick bite is from our previous episode ‘Going for gold–Santana Minerals’
For more or to watch the full episode on youtube—check out http://linktr.ee/sharedlunch
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time
See omnystudio.com/listener for privacy information.
What does going for gold look like?
No, not the Olympics but a conversation about the potential and the challenges with the gold discovery near Queenstown by newly listed NZX company Santana Minerals.
Santana CEO Damian Spring explains the road ahead including the need to raise capital, the journey to get consent—including fast track legislation— and showing Resources Minister Shane Jones the site.
As well as economic benefits and job creation, we discuss environmental concerns. Plus gold as an investment given record high prices. And has digital gold or Bitcoin displaced the real thing?
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time
See omnystudio.com/listener for privacy information.
The medicinal cannabis market has been a long, hard road for NZ players and the patience of retail investors is wearing thin.
We talk to Ruatoria based Rua Bioscience about why it's pinning its hopes on a pivot from cultivation and manufacturing, to selling cannabis genetics overseas.
Rua CEO Paul Naske sees significant growth as new legal frameworks in western countries make way for the medicinal cannabis market —estimated to be just 10 percent of the black market.
And we hear about Rua’s compassionate programme that helps those prescribed medicinal cannabis but can’t afford it.
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time
See omnystudio.com/listener for privacy information.
In this bonus episode to celebrate the launch of Sharesies AI Search, Sharesies co-CEO Sonya Williams talks toTelescope AI CEO Luke Pettit and our own CTO Richard Clark about how artificial intelligence can be applied to investing.
The conversation covers recent breakthroughs that have propelled AI into the mainstream like GPT-4, how businesses need to embrace AI, and the impact on capital markets.
You’ll also get to hear about the new Sharesies AI Search feature coming this week which helps you explore investment ideas from real-world concepts to a simple 'what if?' And it may even help with that feeling of overwhelm!
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time
See omnystudio.com/listener for privacy information.
If you have more than $15,000 and no will, it could be time to sort your life admin.
It’s Wills Week 2024 and we look at the perils of not having will, but also the growing trend of leaving something to a cause you’re passionate about.
Our conversation with Public Trust wills expert Catherine Simpson busts myths about wills and charitable giving. We cover not just leaving cash, but other assets including a part of your share portfolio. And whether to consider residual giving—a percentage of your estate that you gift after you’ve taken care of loved ones.
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time
See omnystudio.com/listener for privacy information.
Coming up this Thursday on Shared Lunch we speak with Catherine Simpson from Public Trust about Wills Week 2024. In this quick bite: Why do you need a will & what happens to your estate and investments when you don't have one?
In our upcoming episode we also delve into charitable giving and the average amount passed on. Stay tuned for the full episode, but in the meantime here's a taster to kick off Wills Week. Find out more at https://www.publictrust.co.nz/
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
Is an interest rate cut next? Have we had enough pain?
We put these questions and more to Infometrics Principal Economist Brad Olsen after the Reserve Bank held the Official Cash Rate at 5.5% for the eighth time in a row.
In this short episode we discuss if November will bring the change mortgage holders and businesses are hoping for. Plus whether the Reserve Bank has gone too far in its quest to curb inflation. And will it be harder to get back into a growth cycle?
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time
See omnystudio.com/listener for privacy information.
In this quick bite, we dive deep into the world of offshore investing for New Zealanders. Mark Lash from Deloitte Private breaks down the complexities of the Foreign Investment Fund (FIF) regime, explaining:
- The threshold for FIF rules
- Special exemptions for Australian investments
- Fair Dividend Rate vs Comparative Value
- When to call in the professionals
This quick bite is from our previous episode: Tax for investors 101
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
Is tax something you dread or would rather avoid? We’ve got you covered.
We ask common questions and chat about what you need to know about your tax as a retail investor.
Mark Lash, a partner with Deloitte Private, helps demystify some of that pesky jargon and breaks down the what, when and how of tax when investing in company shares and funds.
Things like what’s an imputation credit? What are the gotchas when investing offshore? And how reliable is ChatGPT when it comes to tax advice?
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
The tax comments in this podcast are general in nature and for educational purposes only. We recommend you confirm or seek tax advice on how the tax law applies to your situation.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time
See omnystudio.com/listener for privacy information.
In this quick bite: Chris Di Leva from Harbour Asset Management discusses the surprising performance of the Japanese stock market with host Dan Brunskill. Did you know Japan's market hit an all-time high in 2024, matching its 1989 peak? Chris explains the 35-year journey of zero nominal returns and recent reforms driving Japan's market rally. Plus, get insights on how U.S. tech giants are becoming "better capitalists" in response to changing economic conditions.
This quick bite is from our episode: The US vs NZ investing conundrum
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
Why invest locally when the action appears to be in the US?
The meteoric rise of US chipmaker NVIDIA and the dominance of high earning tech stocks makes it hard for the likes of the NZX and ASX to compete.
We talk to Harbour Asset Management’s Chris di Leva about how the sector make-up of an index and the local economy are a huge influence. But also why New Zealand is starting to look more attractive.
Find what you need to consider when exposed to the US markets such as: does a change in portfolio weighting fit your risk appetite? Are you hedged against currency fluctuations? And is it time to consider other investment opportunities like Japan?
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time
See omnystudio.com/listener for privacy information.
In this quick bite: Todd Dawson, CEO of Napier Port, discusses the vital role of ports in New Zealand's economy. Did you know 90% of the country's exports and imports travel by sea? Plus what are the revenue streams for a port? Eg: container trade, bulk trade (primarily logs), and the growing cruise industry.
This quick bite is from our previous episode 'Why invest in a port?'
Tell us how to improve Shared Lunch! Our survey for NZ participants only, takes just a few minutes and you can go in the draw to win one of six $50 Sharesies gifts. Terms and Conditions apply. For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
Ports are critical to our island nation given more than 90% of our exports and imports travel by sea.
Our conversation with Napier Port CEO Todd Dawson explores how a traditional business has embraced tech and supply chain logistics.
You’ll find out the benefits of a public-private partnership model (including employees with skin in the game), how COVID and Cyclone Gabrielle have changed business forever, and what it's like to have a blue penguin sanctuary at the port.
Tell us how to improve Shared Lunch! Our survey takes just a few minutes and you can go in the draw to win one of six $50 Sharesies gifts. Terms and Conditions apply.
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time
See omnystudio.com/listener for privacy information.
In this quick bite we talk to Dr Deborah Lambie, global equity analyst at Milford Asset Management, about how cutting-edge technologies like AI-driven molecular design, accelerated simulations, and the concept of "self-driving labs" are enabling companies to develop new medicines up to 10 times faster and at significantly lower costs.
Plus, we explore the pros and cons of focusing on individual pharma stocks versus diversified healthcare ETFs.
This quick bite is from our previous episode 'Weight loss drug boom–opportunities and risks'.
Tell us how to improve Shared Lunch! Our survey for NZ participants only, takes just a few minutes and you can go in the draw to win one of six $50 Sharesies gifts. Terms and Conditions apply.
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
US big pharma, including Ozempic maker Novo Nordisk, continue to make huge gains from the new generation of obesity drugs. But how do investors weigh up the potential of this industry?
We talk to Dr Deborah Lambie, global equity analyst at Milford Asset Management, about why these drugs have captured the world and the eye watering share price gains.
We hear about the benefits of these drugs beyond weight loss, the availability in Australia and New Zealand, and getting exposure by investing in diversified funds versus direct stocks.
Tell us how to improve Shared Lunch! Our survey for NZ participants only, takes just a few minutes and you can go in the draw to win one of six $50 Sharesies gifts. Terms and Conditions apply.
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
In this quick bite: Infratil CEO Jason Boyes reflects on why it’s important for the infrastructure company to not only grow globally, but still appeal to the hearts and minds of NZers.
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
What’s next for the market darling infrastructure investment company infratil? Can it maintain double digit growth?
We talk to Infratil CEO Jason Boyes as the company reflects on 30 years and its $14 billion portfolio of 15 companies across four sectors—digital, renewables, healthcare and airports.
Off the back of Infrail’s full year results and outlook, we discuss Asia Pacific including a potential deal with Hong Kong Telecom, balancing AI demand with sustainability, and will Infratil buy the remaining stake in Wellington Airport?
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
In this quick bite, Tony Alexander looks at current downturn in New Zealand's housing market, delving into the surge of listings and the emerging trend of investors offloading properties. Plus the big question, when will the market recover?
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
A sharp increase in house listings as some long-time investors exit, has put the ball back in the buyer's court.
We talk to independent economist Tony Alexander about his analysis on this and the latest results from the quarterly Sharesies Investing Insights survey.
You'll hear his prediction on when interest rate cuts will start, why house prices are flat lining or down, the consequences of axing the First Home Grant, and the emerging rent-to-buy sector.
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
EROAD has 120,000 devices in cars in New Zealand and is making inroads in the US. What’s the potential of this data combined with the latest in AI development?
We find out in this bonus episode featuring EROAD co-CEOs Mark Heine and David Kenneson following the company’s recent financial results. Our conversation covers technology, privacy and future growth opportunities. Plus are two CEOs better than one?
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
The transition to net-zero has put NZ founded tech company Gentrack on the investor map.
We talk to CEO Gary Miles off the back of some impressive half-year results and as Gentrack expands into the Middle East, Asia and Europe with its software that includes smart metering, sensors and billing for power and water utilities, and airports.
You’ll learn how Gentrack is taking on global players Oracle and SAP. And how it hopes to enable both Kiwi and Aussie consumers to pump power from battery and solar assets into the main grid and be paid!
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
In a landscape of fluctuating interest rates, where are you parking your cash? Economist Brad Olsen breaks down the current financial environment and we ask what decisions are facing savers and borrowers? Plus, the emerging trend of shorter fixed mortgage terms...
This is from our previous episode 'When will interest rates turn? Brad’s view'
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
The economy has been a bleak subject for much of this year. But are we starting to see that light at the end of the tunnel?
For a pulse check we talk to Infometrics Principal Economist Brad Olsen about how NZ is faring and what makes our situation different to other parts of the world.
Unsurprisingly the higher interest rate environment dominates our conversation and Brad makes a call on which way the Reserve Bank will lean when it meets next week.
This episode covers what you need to know about inflation, house price movements and which sectors investors need to look out for. Plus the untapped potential that is Japan.
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
In this bonus bite, Frances Cook & Milford's Daniel Wu dive into Meta's (Facebook's) planned use of AI and the potential to leverage its massive user data trove. We explore how Meta might responsibly use this data for other purposes, such as training AI models, while addressing privacy concerns. Join us as we discuss Meta's AI ambitions, the challenges, and the opportunities that lie ahead.
This bonus bite is in addition to our previous episode 'Meta in focus–AI, ethics and TikTok'
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Investing involves risk. This episode is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. Information provided is general only and current at the time and does not take into account your circumstances, objectives or needs. We do not provide recommendations and you should always read the disclosure documents available to the product's issuer before making a financial decision. Our disclosure documents can be found on our website. If you require financial advice, you should consider speaking with a qualified financial advisor. The views expressed by individuals are their own and Sharesies does not endorse any of the guests or the views they hold.
See omnystudio.com/listener for privacy information.
What’s next for Meta, the tech titan behind brands like Facebook, Instagram and WhatsApp?
Sydney based Milford Asset Management senior analyst, David Wu, covers all the bases following Meta’s Q1 earnings, including why its forward guidance disappointed some investors.
This conversation looks at the potential and the challenges ahead for Meta including how it hopes to justify, and monetize, AI initiatives.
You’ll learn about the significance (or not) of the social platform’s first dividend, and is Tiktok the threat it once was?
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Investing involves risk. This episode is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. Information provided is general only and current at the time and does not take into account your circumstances, objectives or needs. We do not provide recommendations and you should always read the disclosure documents available to the product's issuer before making a financial decision. Our disclosure documents can be found on our website. If you require financial advice, you should consider speaking with a qualified financial advisor. The views expressed by individuals are their own and Sharesies does not endorse any of the guests or the views they hold.
See omnystudio.com/listener for privacy information.
We cross to Omaha, Nebraska in the US to speak with Sharesies co-founder and CEO Leighton Roberts as he fulfills a life-long dream to hear investing legend Warren Buffet. Leighton was one of 40,000+ investors from all over the world who attended the Berkshire Hathaway annual shareholder meeting. Helen Matterson asks Leighton about the experience and his takeaway for retail investors.
For more episodes of Shared Lunch via podcast or YouTube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
If you see a small ‘B’ logo on a product or website, you’re probably looking at a B Corp—a business that’s certified to have high standards of social and environmental impact.
Sharesies co-founder and co-CEO Brooke Roberts sits down with Alex Hannant and Mindy Leow from B Lab—the nonprofit behind the certification process—to discuss the global B Corp movement and why it matters for investors.
The conversation covers growing consumer demand for ethical companies, the role of B Corps in shaping a sustainable economy, what it takes to become a B Corp, and Sharesies’ experience with gaining the certification.
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
Last week on Shared Lunch James Shaw, former Climate Change Minister, joined Pattrick Smellie to talk climate investment. In this quick bite he shares how he sees the global transition to sustainable technologies as one of the most significant investment opportunities we’ve faced, spanning infrastructure, housing, transport, energy, waste management, agriculture, and more.
Check out the full episode: 'Ride the wave or be the wave–James Shaw'
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
In this Kids & Money school holiday episode, Brooke Roberts chats with ZM Drive host Clint Roberts (no relation!). Clint hosts The Parenting Hangover podcast, and shares his money experiences as a dad of two young daughters. We find out about growing up Roto-vegas, his DJ side hustle, and how tips from Hamish Blake & co-host Jordan 'How to Dad' Watson, have informed his family spending habits.
As you'd expect from a nationwide drive show host, it's a great chat, with insightful perspectives on navigating kids and money as a modern dad. Plus how educational games and his Wolves of West Auckland investing club contribute to raising money-savvy kids.
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
Join Sharesies co-founder Brooke Roberts in this Kids & Money school holiday episode for her conversation with Jamie Beaton, CEO of Crimson Education and NZ Young Entrepreneur of the Year 2023. Jamie shares his inspiring story of getting into top universities like Harvard and Yale and starting Crimson to help other students achieve their academic dreams.
Jamie talks about the money lessons he learned from his family, and multiple business ventures, which has helped form his belief of letting kids hustle as entrepreneurs from an early age. He points out how parents prioritise being academic in some countries (not NZ), and his take on the traits a successful student should have.
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
When it comes to climate investing: where are we? Where do we need to be? How will we get there?
We ask former Climate Change Minister and co-leader of the Green Party, James Shaw, before he leaves Parliament on May 1.
Shaw explains that while much of his job was telling the truth about a bleak subject, he’s buoyed by the ‘astonishing’ amount of money that’s going into so-called green finance globally. And he believes the transition from fossil fuels is the greatest investment opportunity of a lifetime.
You’ll learn why climate reporting by listed companies is a gamechanger, the likely fate of forestry, why the carbon markets are failing, and what’s misunderstood about methane.
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
In this quick bite, Smartshares CEO Anna Scott, explains some of the advantages when it comes to the tax treatment of NZ based exchange-traded-funds. Plus what to consider—including currency exchange—when buying offshore ETFs versus local ‘wrapper’ versions. This is from our previous episode ‘Why invest in ETFs from NZ?’
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
There are many advantages to investing in exchange-traded-funds (ETFs), but with so much choice how do you know whether to invest locally or go offshore?
We ask these questions and more of Anna Scott the CEO of Smartshares—a fund manager owned by the NZX.
We find out about moves to make it easier to invest in NZ infrastructure. Plus basics around ETFs, tax and currency considerations and what sort of Smartshares Bitcoin offering might be on the cards.
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
In this bonus episode we talk to Aaron Hockley, fund manager of Vital Healthcare Property Trust Fund, which is the only specialist healthcare property fundlisted on the NZX.
You’ll find how REITs (real estate investment trusts) work and in particular what’s unique to investing in healthcare real estate using this structure. Plus how rising interest rates have impacted property valuations, what Vital Healthcare's doing to mitigate these risks, and its future direction.
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
Investors are seeing through the doom clouds and investing in shares, while the property market is harder to navigate.
We talk to independent economist Tony Alexander about investor preferences in the latest Sharesies quarterly Investing Insights Survey, which also shows crypto is edging back in popularity.
Tony's pick for interest rates easing is near the end of the year. He thinks any reprieve for property investors, of which there are many sellers, is some way off. And predicts developers selling off-the- plan will do it tough.
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
Being AI, an AI and web-3 specialist, is the latest company to list on the New Zealand Stock Exchange (NZX), and is now available on Sharesies.
We sat down with Nyssa Waters, the CEO and co-founder of Being Consultants, and David McDonald, the CEO of Being AI, to find out more about the company, the people behind it, and its ambition for the future.
Find out why they believe AI isn’t just another tech bubble waiting to burst, but a present-day reality that we should embrace for its ability to bring transformative change.
You can watch this episode on Sharesies’ YouTube channel.
Sharesies will be paid a fee from Being AI for distributing this information to Sharesies investors.
Appearance on this episode is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. This Sharesies Special is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
NZ’s biggest retailer The Warehouse Group is getting back to basics after writing off Torpedo7, declining sales and plans to exit e-commerce venture TheMarket.com.
We talk to acting CFO Celia Mearns following the Red Shed’s half-year results, which it describes as ‘sobering’.
Celia shares the challenges of online sales and competing with the likes of Temu.
You’ll also find out how the retailer will navigate ongoing headwinds, why the grocery business is a bright spot, and that the ‘everybody gets a bargain’ jingle is… here to stay!
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
On our recent episode we caught up with Skellerup's outgoing CEO David Mair. BusinessDesk's Rebecca Stevenson chatted to David about this exceptional growth, which he puts down to a focus on process and continuous improvement driven by the Japanese philosophy of Kaizen / Kaikaku.
David also thinks we're too worried about failure, so what's his approach when situations don't work out as intended? This quick bite is from our previous episode: 'Skellerup’s David Mair on leadership and legacy'.
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
Skellerup—the Kiwi icon famous for Red Band gumboots—has gone from financial troubles to a multi-national solving complex tooling and material problems in industry and agriculture.
We talk to star CEO, Skellerup’s David Mair about this journey during his nearly 14 years at the helm, and what the future holds when he steps down at the end of this month.
David shares his philosophy for leading and the importance of failure, learning by doing and combination of both speed and velocity. Plus the role of the investor.
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
Steven Joyce, former deputy PM & finance minister, shares his candid perspective on the shifting tides of the nation's business environment under the new government. He reflects on the regulatory burdens and the resilience of local businesses. Plus his take on the 'year of changing gear' and the government policy and business confidence that could redefine New Zealand's economic horizons.
This quick bite is from our previous episode: 'Changing gears—Steven Joyce on where business is headed'.
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
How will business fare under the coalition government? What’s working? What needs to change?
We sit down with entrepreneur, former cabinet minister and newly appointed board member of The Icehouse & Icehouse ventures Steven Joyce to chew over these and more.
You’ll learn why he thinks capital markets could be revitalised with more companies listing if there were fewer restrictions, how private-public partnerships might help our infrastructure crisis, and the sectors he thinks will prosper.
Plus why TV media companies got it wrong.
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
What are the challenges and risks for investment strategies in the age of AI? In this quick bite Guy Thornewill and Mike Taylor from PIE Funds delve into the impact of artificial intelligence on various business sectors. They share cautionary tales, like how AI has disrupted the business model of companies such as Chegg, and provide insights into which sectors could be negatively impacted by AI advancements.
The discussion also explores the potential for AI to enhance productivity and equity markets, and how most New Zealanders are already likely to have exposure to companies like NVIDA and other AI in their KiwiSaver portfolios.
This quick bite is from our previous episode ' NVIDIA's success in the AI revolution'
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
The rise of US chip maker NVIDIA has been phenomenal as artificial intelligence changes our world. But how long can NVIDIA’s run last and what should retail investors consider when it comes to AI?
We put these questions to PIE Funds Head of Global Research Guy Thornewill and PIE Founder and Chief Investment Officer Mike Taylor.
This conversation provides perspective on NVIDIA’s business model, the competitors on its heels, who stands to win and lose, and is the stock overvalued?
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
New Zealand's energy landscape is evolving with the integration of wind power alongside thydroelectricity. Meridian Energy CFO discusses the strategic role of wind as an intermittent, yet valuable, renewable resource. With the Harapaki Wind Farm in the Hawke's Bay due for completion later this year, he explains how wind energy is set to relieve pressure on hydro storage. This quick bit is from our previous episode 'Meridian Energy–winds of change'
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
We crunch the numbers with Meridian Energy after its half-year earnings results, and find out how it aims to beat its competitors to retail sales as power prices rise.
Chief Financial Officer Mike Roan talks about controlling electricity demand with both residential customers and big industry clients to secure the national supply in winter months
But bundling products such as broadband as its competitors do, is not part of the plan.
Our conversation covers integrating hydro, wind and solar, EV charging, offshore wind farms and Meridian’s negotiations for a 20-year contract to supply the Tiwai Point Aluminium Smelter.
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
As New Zealand navigates the increasingly expensive energy market, Contact Energy CEO Mike Fuge shares his insights on future plans for batteries and solar power. BusinessDesk Editor Pattrick Smellie dives into about Contact's 100-megawatt battery project at Glenbrook and the viablity of solar and renewable energy solutions in Aotearoa's unique landscape.
This quick bite is from our previous episode: 'Contact Energy's Power Play'
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
Why you’ll be paying more for power
We find out in our conversation with gentailer Contact Energy off the back of its improved $153m net profit for six months to December 31.
CEO Mike Fuge explains why consumer power prices are set to rise above inflation. Ouch!
You’ll also hear Mike’s view on the future of gas and why it’s necessary but tricky. Why the aluminum smelter Tiwai Point must remain open. Why there’s more to batteries. And why solar is niche in NZ.
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
In this shorter episode of Shared Lunch, Helen Matterson & Sharesies 3EO Leighton Roberts discuss the ongoing company earnings season, why it matters and how NZ differs to the rest of the world.
They also highlight some of the recent drama in the New Zealand and U.S. markets, and the extent of volatility this period often brings to share prices, the macro environment and the all encompassing AI trend.
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
What should homebuyers and investors bear in mind over the next 6 months?
Tony Alexander highlights insurance hikes and local rate changes and shares his take on upcoming interest rate trends and how the undercurrents of migration and new NZ residents could effect the dynamics of the housing market.
This quick bite is from our previous episode 'Investor v 1st home buyer—who’s winning?'
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
Navigating the twists and turns of the property market continues to be quite a ride.
Independent economist Tony Alexander takes us through the drivers of the market trends in early 2024.
You’ll hear why Tony thinks the Reserve Bank won’t be raising or easing interest rates later this month, and why he’s extended his prediction on the window that first-home buyers have.
This episode has everything from prices, geographic differences, changes to lending, and the predominance of townhouses… ooh and what about holiday homes?
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
With a new government we could be looking at an official KiwiSaver review, so what should that entail? Frances Cook speaks with Velocity Financial's Simon O'Neill about what tweaks are needed to the scheme after 16 years on the go. Potential areas could include:
- Increased financial education
- Ensuring the scheme's comprehensibility and transparency to its users.
- The potential for local investments using KiwiSaver funds to boost the New Zealand economy
This quick bite is from our previous episode 'KiwiSaver tweaks when money's tight'.
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
Is it a challenge to keep building that KiwiSaver for a first-home deposit or retirement?
With KiwiSaver withdrawals continuing to rise, we look at what you can do if you find yourself in a tight spot, and what does a withdrawal, pause or adjusting your contribution entail?
Simon O’Neill, financial advisor at Velocity Financial, sets out the options. And why it’s important not to stop and be in the right fund. Plus what to consider when planning for a first-home deposit withdrawal.
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
In this quick bite: Turners Group CEO Todd Hunter shares his take on how Kiwis are adapting their car buying habits during tough times. Plus, how are EV's and Hybrids faring in the used car market? And a big challenge for New Zealand to make our aging vehicle fleet greener, where can we look for a solution?
This quick bite is from our previous episode: Tina's Turners remains robust in tough times'.
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
What does the near-term future look like for NZX 50 newbie Turners Automotive Group? And what’s the cost-of-living squeeze doing to our car buying habits?
Turner's CEO Todd Hunter tells us about new sites opening around the country and how the company plans to increase margins by selling more to the public as well as dealers.
You’ll find out that NZers are still buying used cars, but less expensive. And that hybrids are still way more popular than EVs.
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
In this quick bite we explore the complex tax landscape for Bitcoin and Bitcoin ETFs in New Zealand.
What is the IRD's stance on cryptocurrencies? Lawyer and crypto expert Jeremy Muir gives an overview on Foreign Investment Fund rules, the differences between crypto and share investments, how U.S. ETFs fall under tax scrutiny, and the implications for retail investors.
This quick bite is from our previous episode: The new way to invest in Bitcoin
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
Do you want to have a better understanding of crypto and what new regulated Bitcoin exchange-traded-funds (ETFs) mean for investors?
To understand the significance of the Securities & Exchange Commission approval of BTC ETFs, we talk to Bitcoin and crypto legal expert, Jeremy Muir, a partner at Minter Ellison Rudd Watts.
We look at the history of Bitcoin, what a spot BTC ETF offers, the tax implications, environmental considerations, which NZ funds are already invested, and the future of crypto currencies generally.
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
How are the first crypto-backed ETFs set to impact the investment market? Industry giants are now providing accessible avenue to cryptocurrency exposure with 11 new ETF's approved. In this Shared Lunch quick bite, Global markets commentator Simon Robertson gives his thoughts on a significant market evolution.
This Quick Bite is from our previous episode: 2024: What Investors Need to Know.
This wide reaching conversation includes the geopolitical influence versus NZ politics, changing business confidence and of course the Bitcoin ETF's...
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
Will inflation become less sticky? When will interest rates trend down? What are the sectors and stocks to watch?
We put these questions and much more to ANZ chief economist and global markets commentator Simon Robertson.
This wide reaching conversation includes the geopolitical influence versus NZ politics, changing business confidence and is Bitcoin investing about to become mainstream?
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
Kendell Flutey, co-founder and director of financial education platform Banqer, shares about the importance of the physicality of money, and explains the three jar method, a way of helping kids manage their money.
This is a quick bite from our previous episode 'Kids & Money with Kendell Flutey from Banqer'. They talk about the different stages of financial education, from preschool to high school, and how parents can guide and engage in these conversations.
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
Kendell Flutey, co-founder and director of financial education platform Banqer, joins Sharesies' co-founder Brooke Roberts in the third episode of our "Kids & Money" summer series. They talk about the different stages of financial education, from preschool to high school, and how parents can guide and engage in these conversations. This includes why it’s important to have conversations that are right for the child’s age. How to encourage understanding of financial terms. Being mindful of what might influence a child’s outlook. And most importantly, how to learn together.
00:02 Introduction
00:47 Getting to Know Kendall & Banqer
03:25 Lessons Learned from Teaching Kids About Money
05:25 The Impact of Technology on Financial Education
07:17 Starting the Money Conversation with Kids
11:18 Financial Education for Different Age Groups - Preschool / Kindy
13:50 Primary / Intermediate Age
19:28 High School Age
21:49 Understanding the Danger of Debt & Consumer Culture
23:33 Where is This Generation of Kids at With Money?
29:43 Conclusion and Final Thoughts
In this special "Kids & Money" summer series, hosted by Sharesies' co-founder Brooke Roberts, we offer a series of conversations about how to engage kids in making decisions about money. We cover everything from ways to maintain their interest, to lessons about investing that they can use throughout their lives. Ultimately, we believe encouraging good habits with money from a young age will help create positive change in our community.
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
Nigel Latta talks about the role of values when it comes to kids and money, plus the teenage years and the importance of the 'long conversation'.
This quick bite is from our previous episode 'Kids & Money with Nigel Latta'
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
New Zealand psychologist and author Nigel Latta joins Sharesies' co-founder Brooke Roberts in the second episode of our "Kids & Money" series. In this episode, we discuss the importance of teaching kids about money, including concepts of saving and how temperament impacts a child's approach to finances. Nigel shares insights from his experience educating his own children about money and explains why conveying values to children affects their behavior, including financial decisions.
In this special "Kids & Money" summer series, hosted by Sharesies' co-founder Brooke Roberts, we offer a slate of conversations about how to engage kids in financial discussions. Topics range from strategies to maintain their interest, to lessons on investing that children can apply throughout their lives. Ultimately, we believe that instilling good financial habits in our children can foster positive change within our community.
00:00 Introduction
01:13 Who is Nigel?
03:55 The role of psychology in everyday life
05:47 The concept of Parentland
10:53 Understanding money and its Value
14:26 The influence of money on children
18:38 Pocket money and teaching financial literacy to children
22:17 Why values the most important thing when it comes to kids & money
27:14 How does Nigel feel about the money lessons he's instilled in his kids?
30:03 The Importance of Open Conversations about Money
33:50 Parenting is a long conversation
37:03 The Role of Technology in Teaching Financial Literacy
39:47 Conclusion
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
How does Ruth Henderson, AKA The Happy Saver manage pocket money with her teenage daughter? Find out about the non-negotiable amount that has to be invested and the key things her daughter will need to know by the time she leaves home.
This is a quick bite from our previous episode 'Kids & Money with the Happy Saver' part of our summer series on talking to kids about money.
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
In this special Kids & Money summer series hosted by Sharesies co-founder Brooke Roberts, we tackle the often hard subject of ‘how to talk to your kids about money’. These conversations cover a range of topics from ways to keep kids (of various ages) interested, to lessons about investing that they can draw on throughout their life. Ultimately, we believe encouraging good habits with money from a young age will help create positive change in our community.
In the first episode, Ruth Henderson, AKA The Happy Saver, shares some of the lessons from her own family. She gets into the detail about pocket money. Explains what sinking funds are, and why it’s important to be honest when it comes to your own finances.
01:40 Introduction and personal journey into investing
05:00 The simple path to wealth - JL Collins
06:34 Teaching financial literacy to the next generation
09:50 Practical money lessons for kids 12:30 Teaching a teenager about investing
17:46 The impact of consistent investing
19:40 Giving ownership and trusting Your child with money
20:49 Saving and freparing for future expenses
23:30 Sinking fund definition
26:11 Pocket money questions
29:00 Recommended games for financial education
30:12 Reading materials
33:50 Conclusion
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
Sharesies co-CEOs Sonya Williams and Brooke Roberts get motivated as we head into the new year, sharing a couple of tips from James Clear, author of Atomic Habits, and how Sonya brought some business techniques into home life!
This quick bite is from our previous episode 'Why do goals matter?'
Tune in for a fun conversation between two female entrepreneurs.
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
As Shared Lunch wraps for 2023, Sharesies co-CEOs Sonya Williams and Brooke Roberts laugh and chat about the highlights of the year and how they’re aiming to start 2024.
From Sharesies milestones, to personal goal setting, creating financial habits and their fav books and podcasts—there’s never a dull moment.
Tune in for a fun conversation between two female entrepreneurs.
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
It’s been a year. Wars, rising interest rates, persistent inflation, AI changing our lives forever, bonds become less boring, and Barbie is back!
Join us for a reflective but fun look at 2023—plus a peek into what’s in store for investors 2024, with Brad Olsen from Infometrics and Harbour Asset Management’s Chris di Leva.
In this second part of a 2-part year-end episode, we look at where interest rates are headed… investing in property versus shares, the sectors to watch in 2024, plus climate reporting… and speaking of sustainability we have some tips for green Christmas and what presents might cost the least.
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
It’s been a year. Wars, rising interest rates, persistent inflation, AI changing our lives forever, bonds become less boring, and Barbie is back!
Join us for a reflective but fun look at 2023—plus a peek into what’s in store for investors 2024, with Brad Olsen from Infometrics and Harbour Asset Management’s Chris di Leva.
In this first of a 2-part year-end episode, we cover world influences, market moves and how much exposure to AI is wise?
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
Genesis Energy CEO Malcolm Johns discusses the realities of adopting an extensive renewable strategy to achieve 95% renewable electricity generation by 2035, aligning with New Zealand's 2050 net-zero carbon legislation.
This is a quick bite from our previous episode: Genesis Energy–charged for change.
For more or to watch the episod on youtube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
So how does gentailer Genesis leverage its maligned coal and gas assets to help forge a new future in renewables?
New CEO Malcolm Johns tells us why he took on one of the biggest challenges in the energy sector. He says the so-called ESG discount applied to the Genesis share price will be harder for the market to justify under its new strategy.
Our conversation also covers how Genesis plans to cut costs, its lower dividend, and shoring up national supply when hydro, wind and solar are down.
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
Tony Alexander shares his perspective on the NZ property market heading into next year, why does he think a frenzy isn't on the horizon just yet — and what markers , like interest rates and stock listings, is he looking for to signal significant changes for potential buyers?
This is a quick bite from our previous episode: What will the summer property market bring?
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
Investors are riding out economic headwinds and adjusting share portfolios to find investments that take advantage of trends such as Ai and renewables.
These are some of the findings from the quarterly Sharesies Investor Insights survey conducted by independent economist Tony Alexander.
Tony tells us why he thinks shares are still the most popular investment, but that momentum is returning to the property market—the action being with first-home buyers initially, while investors watch and wait.
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
Managing director of Mainfreight Don Braid joined Shared Lunch to talk about the not-so down and dirty world of freight. As part of what’s become a high tech industry, Mainfreight has made some big international moves. Don shares why he thinks more NZ companies should be looking offshore.
This quick bite is from our previous episode 'Mainfreight–A 100+ year business in the making'
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
Logistics and transport multinational Mainfreight is bouncing back after reporting a 42.6% drop in net profit which it puts down to a more normalised trading environment after a post pandemic boom.
Our conversation with Managing Director Don Braid delves beyond the numbers, including his 26 year tenure, how the company has kept growing, and further expansion overseas. We also discuss the dividend payout and the six months ahead.
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
In this Quick Bite we talk to Milford Asset Management’s Daniel Wu about Apple’s approach to AI, new products such as the Vision Pro - is this the plan for the future of the company?
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
Apple’s September quarter earnings were slightly down, but the outlook remains positive.
We talk to Milford Asset Management’s Daniel Wu about the tail and headwinds ahead, including Huawei challenging the iPhone in China. Plus Apple’s approach to AI, new products such as the Vision Pro, being carbon neutral by 2030, and are the shares overvalued?
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
How scarce is fresh water globally and why is water infrastructure so important for NZ?
In this quick bite we talk to the chief investment officer of Pathfinder’s Global Water Fund, Paul Brownsey.
Check out the full conversation in our previous epsiode 'Investing in water' where we explore the issues that spurred the fund’s inception in 2010, and how they are even more acute today as the world grapples with climate change. We look at the options around water investment, including the vexed issue of bottled water.
For more or to watch the full episode on youtube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
Have you thought about investing in a commodity that’s not oil, not gold, but water? The very thing we need to live.
We talk to Paul Brownsey, the chief investment officer of Pathfinder’s Global Water Fund who has been watching global water trends for the past 15 years. This conversation looks at the options around water investment, plus the vexed issue of bottled water.
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
Who are the Magnificent 7? Why are these tech titans important? Greg Smith from Devon talks us through their impact on the S&P 500, and provides a wrap on US Earnings for Q3.
This quick bite is from our previous episode 'Tech titans boost Q3 US Earnings' We also look at the sectors still to report such as retail and more traditional stocks which are benefiting from consumers continuing to spend but trade down. Plus what’s ‘streamflation’?
For more or to watch the full episode on youtube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
We talk to Devon Funds Head of Retail Greg Smith about the influence of the tech titans or Magnificent Seven such as Amazon, Alphabet, Meta and Microsoft and if these provide an economic barometer.
And we look at the sectors still to report such as retail and more traditional stocks benefiting from consumers continuing to spend but trade down— think eating Macca’s instead of fine dining. Plus what’s ‘streamflation’?
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
Independent economist Tony Alexander & Sharesies 3EO Leighton Roberts talk interest rates; how are we dealing with the 6 & 7% now that most have rolled over? Plus Tony's takeaway of factors that may push house prices back up in the next 12 months.
This quick bite is from our episode 'Property market post election'. We look at what both investors and first-home owners might expect, and how they might shape buying and selling in coming months.
For more or to watch the full episode on youtube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
We talk to independent economist Tony Alexander about what both investors and first-home owners might expect, and how they might shape buying and selling in coming months.
This conversation covers demand, where interest rates are headed and will lending criteria ease? Plus, are we in for a rush of house listings in the lead up to Christmas?
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
In this quick bite from the episode ’What now? Bill English on new coalition govt, Sir Bill English has some tips for investors, new ministers and the new prime minister as Aotearoa awaits the make-up of our new coalition government.
For more or to watch the full episode on youtube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
Blackpearl Group is seeking to raise NZ$4 million to fund the company’s next phase of growth.
In this Sharesies special episode, CEO Nick Lissette speaks with Susannah Bately about the Black Pearl story, its revenue model, and plans for the capital.
Plus, how is AI powering the company’s sales and marketing and Nick’s perspective on the slide in the Black Pearl shareprice since listing last year.
Please note we don’t go into specifics about the capital raise itself, as Nick is unable to respond to questions of that nature. This Sharesies special is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time. Sharesies will be paid a fee from Blackpearl Group for distributing this offer to Sharesies investors.
For more or to follow the podcast —check out http://linktr.ee/sharedlunch
See omnystudio.com/listener for privacy information.
Former Prime Minister and Minister of Finance Sir Bill English shares his insights on the process of forming a coalition government. Will we see another '6 week circus'? And what does all this mean for business and investors?'
Our conversation covers everything from climate policy, the public service, social investment and housing. Plus what to get right to regain business confidence.
For more or to watch this episode on youtube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
In this quick bite Frances Cook & Mark Riggall from Milford talk bonds, how are they used as a component of a balanced portfolio? Plus, the relationship between bonds and the interest rate cycle, historically and more recently.
This clip is from our previous episode 'Are bonds on the comeback? Where Mark explains why the outlook for bonds is better now after a tough couple of years.
And For more or to follow the podcast —check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
We unpack how the debt market works, what different types of bonds there are, and risk versus return.
Milford’s Conservative and Balanced Portfolio Manager Mark Riggall explains why the outlook for bonds is better now after a tough couple of years. And what to consider if adding bonds to your portfolios as a diversification tactic, such as through exchange-traded funds.
And For more or to follow the podcast —check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
Harbour Asset Management's Chris Di Leva and NZIER principal economist Chrstina Leung discuss the course of interest rates and the impact on investment circumstances over the next year.
This is from our previous episode, 'What does the election mean for investors?' where we discuss which sectors to watch and we find out the mood of business based on a blue or a red government.
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
With the general election just days away we ask the experts what’s in store for investors and businesses?
Harbour Asset Management's Chris Di Leva and NZIER economist Christina Leung discuss which sectors to watch and we find out the mood of business based on a blue or a red government. For more or to follow the podcast —check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
Glen James from My Millennial Money joined Demetria Chelepy from Sharesies AU to talk about Glen's concept of Investing for LOOT AKA Life on your own terms. As a part of this discussion Glen explored passive income, how it relates to investing and where shares come into it all...
For more check out our previous episode, 'Investing for a life on your own terms'.
This episode was originally produced by Sharesies Australia, watch this episode on Sharesies AU Youtube
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
Glen James is a former financial advisor, author of Sort your money out and get invested and the host of the My Millennial Money podcast. In this episode we explore Glen’s concept of LOOT (Life On Own Terms), and what this means for your money and investing.
Find out how to create passive income, Glen’s ‘holy trinity’ of budgeting, and tips on how to level up if you’ve been investing for a couple of years.
This episode was originally produced by Sharesies Australia, watch this episode on Sharesies AU Youtube
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
Fletcher Building CEO Ross Taylor shares about Fletcher’s low carbon housing pilot, alongside other sustainable trends and innovation in construction in this quick bite from our episode 'Fletcher building boss bullish on future'.
In the full episode you'll hear about standardised (prefabricated) homes making up a third of its production—and rising, why the lower dividend payout, and what keeps him awake at night?
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
Fletcher Building has had some headwinds of late but CEO Ross Taylor assures things are in order. Hear first-hand what risks lie ahead for the company, including finishing the troubled Auckland Convention Centre project. Ross is candid about Fletcher’s low carbon housing pilot, standardised (prefabricated) homes making up a third of its production—and rising, plus why the lower dividend payout, and what keeps him awake at night?
For more or to watch on youtube —check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
Helen Matterson from Sharesies and Infometrics Principle Economist Brad Olsen chat about inflation and interest rates in this quick bite from our episode 'The good, bad and ugly of the economy with Brad Olsen'.
In the full episode we discuss what’s ahead for listed companies, which sectors to watch, plus some observations around investor preferences across generations, including a trend where younger investors are getting higher returns.
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
We talk to Infometrics Principle Economist Brad Olsen about everything from the government opening its books, inflation and interest rates, to the recent company earnings season and what’s ahead.
Plus some investor trends that show how different age groups invest— including how younger investors are getting higher returns based on their love of US growth stocks.
For more or to follow the podcast —check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
Vehicle fleet technology business EROAD has its eye on more scale in the North American trucking market, and is seeking $50 million in capital from investors to make it happen.
We talk to EROAD CEO Mark Heine about just how the company’s technology works, the acquisitions it's made and this next phase of growth.
For more or to follow the podcast —check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
Sharesies will be paid a fee to distribute the offer to Sharesies investors
See omnystudio.com/listener for privacy information.
Air NZ CEO Greg Foran talks to Business Desk editor Pattrick Smellie about the year ahead, including why the airline isn’t giving forward guidance.
This quick bite is from our episode 'Back in black for Air NZ'
For more or to watch this episode—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
Air NZ’s return to profit after several years of Covid related losses and a special dividend payout is good news for investors. But will shareholders benefit further from the airline’s healthy balance sheet?
We talk to Air NZ CEO Greg Foran about the 2023 financial results and what’s ahead including why the airline isn’t giving forward guidance.
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
Raising debt capital has helped the NZX navigate turbulent times for share trading. We talk to the market operator and listed company with an array of other businesses in its stable.
This conversation with CEO Mark Peterson covers everything from NZX’s performance over the last 6 months and new products on the way, to how the exchange actually works, plus a bit of history.
For more or to watch on youtube —check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
Z Energy accounts for 20% of earnings at Australian retail fuel giant Ampol and the benefits of the takeover are now coming to fruition.
Ampol chief executive Matt Halliday talks about how Ampol’s sunset business is transitioning to renewables such as sustainable aviation fuel, the roll-out of EV charging, its burgeoning retail business and why Kiwi and Aussies will be slower to give up fossil fueled driving.
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
High interest rates and election uncertainty sees investors opting for shares and savings accounts over property.
Independent economist Tony Alexander explains why in a wide reaching conversation about high interest rates, the China slowdown, plus everything you wanted to know about the housing market right now.
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
Scott Phillips of the Motley Fool shares his take on potential problems with ethical investing, greenwashing and his thoughts on how much sway ethical investors have. This clip is from our episode 'Dirty Stocks'.
A timely reminder as well, opinions and views expressed by Scott or any of our guests on Shared Lunch are their own.
For more or to watch on youtube —check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
Scott Phillips of the Motley Fool has observed Australian mining stocks for decades, and in this episode he talks about what investors need to consider in this period of change. Scott defines so-called dirty stocks and looks at morals v economics (no judgment). Plus we hear about companies transitioning to renewable energy, and whether Lithium is a green element.
- For more or to watch on youtube —check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
Will Tesla be a powerhouse of AI? Felix Fok from Milford gives us the rundown on the future promise of Tesla's AI, particularly AI related to images or sensing of the surroundings. Where could this lead? Plus, you've heard of Elon, but who is Optimus?
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
We look at the phenomenon that is Tesla with long-time observer Milford Asset Management’s Felix Fok. He provides analysis on both the underlying company and the stock.
This episode is for fans and skeptics alike. Join Sharesies co-CEO and Tesla driver Leighton Roberts as he discusses the competition, if the stock is overvalued, other revenue streams and what’s ahead.
For more or to watch on youtube —check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
It's sorted Money Month, and in our latest episode we explored the importance of having a will and EPA. In this quick bite, Public Trust CEO Glenys Talavai gives us the rundown how a share portfolio can fit into a will and the choices that can arise.
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
If you have $15k in your Kiwisaver did you know you need a will? And would you be happy for your shares to be cashed up if you were to pass away suddenly?
Get the lowdown when we talk to Public Trust CEO Glenys Talivai about why you might need an enduring power of attorney or will and what happens if you don’t.
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
Sorted's money month is this August, the theme: 'Pause, get sorted'.
Tom Hartmann from Sorted.org.nz shared their 6 steps that have been helping Kiwis take control of their money, a great starting point for anyone taking a pause to reassess their situation.
This clip is a quick bite from our previous epsiode: 'Time for a money reset?'.
For more or watch on youtube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
Ever taken the time to assess your entire financial portfolio?
We talk to Tom Hartman from the Sorted website in the lead up to Money Month, which is about taking a pause to sort your finances. We cover debt, shares, Kiwisaver, savings, plus the 6-step check-list to make sure you're on track.
For more or watch on youtube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
Can a dividend yield get too high? On the surface it might sound good, but Victoria Harris from The Curve suggests sometimes you may need to take a closer look. This is from our previous episode 'All things dividends'.
For more or to watch on youtube —check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
Should you consider dividend paying stocks as part of your portfolio?
Having a mix of growth stocks and those that pay dividends helps diversify your portfolio. So what do you need to look out for when considering dividends?
Our conversation with Victoria Harris from the Curve talks about all things dividends. It covers why and who pays a dividend, taking the cash or shares, the advantages of reinvesting, and what does a good yield look like?
For more or to follow the podcast —check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
Blair Modica of Betashares joined Shared Lunch to talk exchange-traded funds, and provided an insight into 3 key tech areas that have grown this year and how that has been reflected in the ETF market.
For more or to watch on youtube —check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
Do exchange-traded-funds have a place in your portfolio? Or are you overwhelmed by the sheer choice on offer?
We’ve got your back.
In this conversation with Blair Modica of Betashares, Blair explains the investing trend ‘smart beta’ and how to avoid overlap when investing in ETFs. Plus the tech revival, ETF hot spots and what it means to have indirect exposure to crypto.
For more or to watch on youtube —check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
Manawa Energy CEO David Prentice talks to the profitablity of solar power in Aotearoa, is it worth it for energy companies yet? Plus, what is on the horizon for Manawa on the solar front?
This is a quick bite from our previous episode 'Investing in local green energy'.
For more or to watch on youtube —check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
Generating our own renewable energy is a big part of meeting climate change targets. But are we making progress and what opportunities are there for investors?
We talk to David Prentice, the CEO of Manawa Energy, our largest independent renewable energy generator. We find out how Manawa smooths its earnings without a retail arm, why more clarity around government policy for green energy is needed, plus the potential of solar as the price comes down.
For more or to watch on youtube —check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
Infratil CEO Jason Boyes joined Shared Lunch recently to talk about its future plans with One NZ, as well as how investing in renewables is not only essential, but a long-term growth strategy.
This quick bite was from our episode ’One NZ’s future with Infratil'
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
New Zealand's net inward migration numbers are back up, what does this mean for investors and will the numbers stay high? Infometrics principal economist Brad Olsen thinks there may be a drop off, find out why, plus a couple of key takeaways on the subject of the recession.
This quick bite is from our previous episode: The world's tiniest recession?
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
With New Zealand officially in what some have coined ‘the world’s tiniest recession’, what should investors be aware of?
We talk to Infometrics Chief Executive Brad Olsen about the state of Aotearoa’s economy—what’s driving this downturn, how specific industries will fair, and whether immigration and the upcoming election will have a material impact.
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
What’s the future of One NZ now Infratil has full control?
We talk to Infratil CEO Jason Boyes about its $1.8 billion buy, part funded by a $850 million share placement—including the $100 million retail offer closing 27 June.
Will the telco be floated and how will the business be improved? Plus we find out why One NZ provides the stable cashflow that lets Infratil invest offshore.
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omny.fm/listener for privacy information.
Tony Alexander looks at the factors investors should keep an eye on over the next 12 months.
This quick bite is a clip from our previous episode 'Do kiwis still dream of property?'
Frances Cook talks to Independent Economist Tony Alexander about the current sentiment among investors in Aotearoa. They discuss the possibility of a recession, how an election year impacts the economy, and Tony’s 12 month predictions for the housing market.
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
With fewer New Zealanders investing in residential property, and more looking to buy shares, are we witnessing a shift in the Kiwi psyche? 🥝
Frances Cook talks to Independent Economist Tony Alexander about the current sentiment among investors in Aotearoa. They discuss the possibility of a recession, how an election year impacts the economy, and Tony’s theory that we're close to the bottom of housing market.
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
CEO of ASX listed company Volpara Heath Teri Thomas shares about how AI software can assist radiologists with detecting cancer in mammograms. This clip is from the latest episode 'Beating breast cancer with AI'.
For more or to watch the full episode on youtube—check out http://linktr.ee/sharedlunch
A conversation with experts, CEOs, and you. We talk to company leaders and industry experts every week. Listen or watch over lunch or whenever you want to snack on what’s happening in the economy, the markets, and the companies you invest in.
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
We speak with med-tech Volpara Health about using AI to beat breast cancer.
Our conversation unpacks how this ASX listed company’s AI algorithm works, why it’s joined forces with Microsoft, plus what a difference it’s hoping to make for Australasian women.
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
In this bonus earnings episode, we’re joined by Trade Window CEO AJ Smith, and Chief Strategy officer Andrew Balgarnie after releasing the full year 2023 results.
Our conversation traverses how the company supports food traceability and carbon tracking, progress with its cornerstone product Cube, negotiations with a big Chinese backer, and the prospect of break-even in 2025.
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
A conversation with experts, CEOs, and you. We talk to company leaders and industry experts every week. Listen or watch over lunch or whenever you want to snack on what’s happening in the economy, the markets, and the companies you invest in.
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
Shared Lunch is for a New Zealand audience.
Heartland Group CEO Jeff Greenslade speaks with Pattrick Smellie, Managing Editor of BusinessDesk, about what the company has been up to since becoming the first NZ registered bank to list on the NZX.
The conversation covers the reason Heartland can offer such competitive rates, how the company is carving out its niche in NZ and Australia, and why its share price has been on a downward trend since the start of 2022.
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
A conversation with experts, CEOs, and you. We talk to company leaders and industry experts every week. Listen or watch over lunch or whenever you want to snack on what’s happening in the economy, the markets, and the companies you invest in.
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
Shared Lunch is for a New Zealand audience.
Pacific Edge CEO Dr Peter Meintjes joins Sharesies General Manager of company partnerships Susannah Batley for a quick update on Pacific Edge's recent results. Plus, an update on Novitas coverage of Pacific Edge's Cxbladder tests, which could impact Medicare eligibility in the US.
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
A conversation with experts, CEOs, and you. We talk to company leaders and industry experts every week. Listen or watch over lunch or whenever you want to snack on what’s happening in the economy, the markets, and the companies you invest in.
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
Shared Lunch is for a New Zealand audience.
The meal kit delivery industry is a tough nut to crack, especially with rising food prices and challenging economic conditions at play. So what does My Food Bag have planned to nab a seat at the dinner table?
Frances Cook talks to My Food Bag CEO Mark Winter about the company’s growth strategy for the future and why its share price has been on a downward trend since publicly listing two years ago.
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
A conversation with experts, CEOs, and you. We talk to company leaders and industry experts every week. Listen or watch over lunch or whenever you want to snack on what’s happening in the economy, the markets, and the companies you invest in.
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
Shared Lunch is for a New Zealand audience.
After our interview with Rocket Lab CEO Peter Beck, we put some of your questions to him. Thanks to everyone who submitted their questions through our social media channels. Much like his rockets, the time really flew!
It was great to get a peek behind the curtain and into a world with interesting challenges, and entertaining characters.
Some questions include:
📉 What caused the share price to drop 80% when Rocket Lab was listed on the us share market?
🚀 Can we get a factory tour?
👽 What are your thoughts on UFO's?
For more or to watch or listen to our full Rocket Lab episodes - check out http://linktr.ee/sharedlunch
A conversation with experts, CEOs, and you. We talk to company leaders and industry experts every week. Listen or watch over lunch or whenever you want to snack on what’s happening in the economy, the markets, and the companies you invest in
Brought to you by Sharesies, with BusinessDesk
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
Shared Lunch is for a New Zealand audience.
It’s been a turbulent past year for Rocket Lab but they’ve still got their sights set on the supermassive.
Tune in to hear CEO Peter Beck discuss the company’s positive Q1 financial results, the reusable rocket space race, and the fallout from Silicon Valley Bank’s collapse. You’ll also hear about some of things Rocket Lab’s got in its pipeline—including microgravity protein crystals, searching for life on Venus, and becoming space’s one-stop-shop.
Next week we’ll hear even more from Peter Beck on an investor Q&A Quick Bite.
For more or to watch on youtube - check out http://linktr.ee/sharedlunch
A conversation with experts, CEOs, and you. We talk to company leaders and an industry experts every week. Listen or watch over lunch or whenever you want to snack on what’s happening in the economy, the markets, and the companies you invest in
Brought to you by Sharesies, with BusinessDesk
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
Shared Lunch is for a New Zealand audience.
Photo credit: Trevor Mahlmann
With a challenging property market currently, are property investors looking at other opportunities? Independent Economist Tony Alexander shares while there may be less property investors changing tack than you expect, there is an active interest in alternatives...
This quick bite is from our previous episode 'How low will house prices go?'
For more or to watch the episode on youtube - check out http://linktr.ee/sharedlunch
Shared Lunch is a conversation with experts, CEOs, and you. We talk to company leaders and an industry experts every week.
Listen or watch over lunch or whenever you want to snack on what’s happening in the economy, the markets, and the companies you invest in Brought to you by Sharesies, with BusinessDesk Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with.
Content is current at the time. Shared Lunch is for a New Zealand audience.
Falling house prices, rising interest rates and a number of other economic factors make the housing market tricky to navigate whether an investor or first home buyer. Frances Cook talks to Independent Economist Tony Alexander about what’s at stake.
Our conversation looks at whether prices have bottomed, changing supply and demand, what to consider when fixing, plus tips for both investors and first home buyers.
For more or to watch on youtube - check out http://linktr.ee/sharedlunch
A conversation with experts, CEOs, and you. We talk to company leaders and an industry experts every week.
Listen or watch over lunch or whenever you want to snack on what’s happening in the economy, the markets, and the companies you invest in Brought to you by Sharesies, with BusinessDesk Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
Global X ETFs Head of Distribution Kanish Chugh joined Shared Lunch to talk exchange-traded funds, in our episode 'Are ETFs your BFF in tough times'. In this bonus clip we find out why ETF fees are traditionally lower than some other investments.
For more or to watch on youtube - check out http://linktr.ee/sharedlunch
Shared Lunch is a conversation with experts, CEOs, and you. We talk to company leaders and an industry experts every week.
Listen or watch over lunch or whenever you want to snack on what’s happening in the economy, the markets, and the companies you invest in Brought to you by Sharesies, with BusinessDesk Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with.
Content is current at the time.
There’s been a plethora of ETFs released in the last few years - around 43 in the AU market alone last year. And the US is through the roof. There’s an ETF for everything it would seem. Not only are they more economical and an easy way to get real or better diversification than in a portfolio of individual stocks, but they’re being used as a hedge against market volatility in these challenging times.
We talk to Global X ETFs Head of Distribution Kanish Chugh about the rise in the investment type, how they work, what to consider, thematic investing highs and lows, some of the wild and wacky ETFs, why low fees matter, what’s true diversification and much more.
For more or to watch on youtube - check out http://linktr.ee/sharedlunch
A conversation with experts, CEOs, and you. We talk to company leaders and an industry experts every week.
Listen or watch over lunch or whenever you want to snack on what’s happening in the economy, the markets, and the companies you invest in Brought to you by Sharesies, with BusinessDesk Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
On our latest Shared Lunch, Brad Olsen, Chief Executive and Principal Economist of Infometrics, joined Frances Cook to dive into the world of savings and interest rates. With more organizations jumping into the savings game (including Sharesies), there's a fierce competition to attract your money. Will this trend last or is it just a short-term fad? Discover why interest rates are likely to stay high and how banks and lenders are fighting for your savings.
This quick bite is from our previous episode: Is Saving Sexy Again. You can also watch it on Youtube.
Shared Lunch is brought to you by Sharesies, with BusinessDesk. If there are any companies, fund managers, or other special guests you’d like to see on Shared Lunch, flick us an email at sharedlunch@sharesies.co.nz to let us know.
Investing involves risk. You might lose the money you start with. Content is current at the time.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest.
Shared Lunch is for a New Zealand audience.
Interest rates keep rising and the highs could be with us for some time. So what does this mean for investing and should you include savings in your strategy?
We talk to Infometrics Chief Executive Brad Olsen about the difference between investing and saving, where interests are headed (and the R word). Plus, what are the various savings options on offer?
For more or to watch on youtube - check out http://linktr.ee/sharedlunch
A conversation with experts, CEOs, and you. We talk to company leaders and an industry experts every week.
Listen or watch over lunch or whenever you want to snack on what’s happening in the economy, the markets, and the companies you invest in Brought to you by Sharesies, with BusinessDesk Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
Shared Lunch is for a New Zealand audience.
Cannasouth CEO Mark Lucas shares on how NZ compares to the rest of the world when it comes to the Medicinal Cannabis industry. Mark shares on how GMP (Good Manufacturing Processes)are key to future development of the product.
Good Manufacturing Processes (GMP) is a system for ensuring that products are consistently produced according to quality standards.
This quick bite is from our previous episode 'Growing Pains for Medicinal Cannabis'
Shared Lunch is brought to you by Sharesies, with BusinessDesk. If there are any companies, fund managers, or other special guests you’d like to see on Shared Lunch, flick us an email at sharedlunch@sharesies.co.nz to let us know.
Investing involves risk. You might lose the money you start with. Content is current at the time.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest.
Shared Lunch is for a New Zealand audience.
It’s a fledgling industry with lots of players and NZ is starting to make its mark on the world stage. Frances Cook speaks to Cannasouth CEO Marc Lucas about going from start-up to commercialisation phase, regulatory hurdles and global aspirations. Plus Cannsaouth’s proposed merger with Eqalis Group and plans for a further capital raise. For more or to watch on youtube - check out http://linktr.ee/sharedlunchA conversation with experts, CEOs, and you. We talk to company leaders and an industry experts every week. Listen or watch over lunch or whenever you want to snack on what’s happening in the economy, the markets, and the companies you invest inBrought to you by Sharesies, with BusinessDeskAppearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.Shared Lunch is for a New Zealand audience.
David Skilling spoke with BusinessDesk Managing Editor Pattrick Smellie about the adoption of AI in China, how does the adoption compare to the west, and could there be any key differences in how it is utilized? This bonus clip is in addition to our previous episode: Walking the tightrope with China
Shared Lunch is brought to you by Sharesies, with BusinessDesk. If there are any companies, fund managers, or other special guests you’d like to see on Shared Lunch, flick us an email at sharedlunch@sharesies.co.nz to let us know.
Investing involves risk. You might lose the money you start with. Content is current at the time.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest.
Shared Lunch is for a New Zealand audience.
Our number one trading partner, China, is open for business post Covid. But as geopolitical tensions play out, what does this mean for listed companies doing business there and the NZ economy? We talk to China expert David Skilling who warns that while there are still huge opportunities, navigating the complexities will be tricky to navigate. Hosted by Pattrick Smellie, Managing Editor of BusinessDesk.
You can subscribe to David's Substack: https://davidskilling.substack.com/ Where he writes on global economics, geopolitics, and economic policy from a small economy perspective.
For more or to watch this episode on youtube - check out http://linktr.ee/sharedlunch
A conversation with experts, CEOs, and you. We talk to company leaders and an industry experts every week. Listen or watch over lunch or whenever you want to snack on what’s happening in the economy, the markets, and the companies you invest in
Brought to you by Sharesies, with BusinessDesk
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
Shared Lunch is for a New Zealand audience.
Tourism Holding Limited's CEO Grant Webster gave us an inside look at when we can expect electric motorhomes on the road, and why range anxiety is a big contributor to the slow take up. This clip is an extra from our episode 'We're Open! Tourism on the rebound - with THL'.
Shared Lunch is brought to you by Sharesies, with BusinessDesk. If there are any companies, fund managers, or other special guests you’d like to see on Shared Lunch, flick us an email at sharedlunch@sharesies.co.nz to let us know.
Investing involves risk. You might lose the money you start with. Content is current at the time.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest.
Shared Lunch is for a New Zealand audience.
Post lock-downs, tourism is seen as a great hope—a weapon against recession. But is the pace of the tourism recovery creating more issues? We chat to Tourism Holdings CEO Grant Webster about all the hot topics, like airline capacity and pricing, THL’s expansion offshore, what a dividend payout might look like, and when will the company be truly green?
Hosted by Ella Somers from BusinessDesk. Apologies for any office background noise, this episode was recorded in the Sharesies boardroom in Auckland.
For more or to watch this episode on youtube - check out http://linktr.ee/sharedlunch
A conversation with experts, CEOs, and you. We talk to company leaders and an industry experts every week. Listen or watch over lunch or whenever you want to snack on what’s happening in the economy, the markets, and the companies you invest in
Brought to you by Sharesies, with BusinessDesk
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
Shared Lunch is for a New Zealand audience.
From our Earnings season special, Victoria Harris from The Curve unpacked the financial key financial metrics that companies report, if you've ever wondered about a term like EBITDA (Earnings before interest, taxes, depreciation), take a listen!
Shared Lunch is brought to you by Sharesies, with BusinessDesk. If there are any companies, fund managers, or other special guests you’d like to see on Shared Lunch, flick us an email at sharedlunch@sharesies.co.nz to let us know.
Investing involves risk. You might lose the money you start with. Content is current at the time.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest.
Shared Lunch is for a New Zealand audience.
This week Frances Cook sits down with CEOs of 3 smaller companies on the NZX with big ideas, tech companies PaySauce, AoFrio and TruScreen. This is your chance to hear their story—the highs, the lows and their hopes for the future.
Disruption is the name of the game. Be it making payroll instantaneous for small business, refrigeration less carbon intensive and your ice cream tip-top, or eradicating cervical cancer and revolutionising screening across the globe.
Make it a date!
For more or to watch this episode on youtube - check out http://linktr.ee/sharedlunch
A conversation with experts, CEOs, and you. We talk to company leaders and an industry experts every week. Listen or watch over lunch or whenever you want to snack on what’s happening in the economy, the markets, and the companies you invest in
Brought to you by Sharesies, with BusinessDesk
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
Shared Lunch is for a New Zealand audience.
Peter Griffin shares on some of the risks of AI, which is moving too quickly for some lawmakers, while companies such as Microsoft and Google are pushing ahead with AI adoption, the need for regulation is becoming increasingly apparent. Plus, how can New Zealand companies up their game?
Is the hype about ChatGPT real? We sit down with tech commentators Peter Griffin and Paul Spain to unwrap the artificial intelligence tool that has us both elated and worried. Our conversation looks at how the tech titans are jockeying for position, the growing AI ecosystem that investors need to watch and how our jobs, industries & lives could be changed by this technology.
For more or to watch this episode on youtube - check out http://linktr.ee/sharedlunch
A conversation with experts, CEOs, and you. We talk to company leaders and an industry experts every week. Listen or watch over lunch or whenever you want to snack on what’s happening in the economy, the markets, and the companies you invest in
Brought to you by Sharesies, withBusinessDesk
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
Shared Lunch is for a New Zealand audience.
Is Air New Zealand ready to join an air travel revolution with electric planes? CEO Greg Foran explains the 'Wicked Problem' of reducing carbon emissions, the complex challenges in this area and the timeline for introducing electric or hydrogen electric planes.
This clip is from our previous episode of Shared Lunch, 'Air New Zealand's Future Takes Flight'. watch or listen here.
Shared Lunch is brought to you by Sharesies, with BusinessDesk. If there are any companies, fund managers, or other special guests you’d like to see on Shared Lunch, flick us an email at sharedlunch@sharesies.co.nz to let us know.
Investing involves risk. You might lose the money you start with. Content is current at the time.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest.
Shared Lunch is for a New Zealand audience.
After a gruelling reset, Air NZ is making headway again.
We talk to Air NZ CEO Greg Foran about some of the tail winds for the airline like high fuel costs and inflation. He explains why airfares aren’t cheap and when they might ease. We put your questions to Greg and find out when electric planes will be a reality.
For more or to watch this episode on youtube - check out http://linktr.ee/sharedlunch
A conversation with experts, CEOs, and you. We talk to company leaders and an industry experts every week. Listen or watch over lunch or whenever you want to snack on what’s happening in the economy, the markets, and the companies you invest in
Brought to you by Sharesies, with BusinessDesk
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
Shared Lunch is for a New Zealand audience.
Investing in a piece of rural NZ.
This week on Shared Lunch Frances Cook talks with NZ Rural Land CEO Richard Milsom who is on a mission to democratise land ownership for Kiwis in the agricultural and forestry sectors.
Our conversation ticks all the big topics including why rural land appears less affected by economic pressures such as geopolitics and inflation, plus the challenging climate crisis.
For more or to watch this episode on youtube - check out http://linktr.ee/sharedlunch
A conversation with experts, CEOs, and you. We talk to company leaders and an industry experts every week. Listen or watch over lunch or whenever you want to snack on what’s happening in the economy, the markets, and the companies you invest in
Brought to you by Sharesies, with BusinessDesk
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
Shared Lunch is for a New Zealand audience.
Tony Alexander breaks down the impact of Cyclone Gabrielle on the NZ and Hawkes Bay property market, what will this mean long-term for housing in NZ, has this already forced prices up and how do we prevent people from forgetting over time?
This clip is from our previous episode of Shared Lunch, 'Tony Alexander on where investors are putting their cash'. watch or listen here.
Brought to you by Sharesies, with BusinessDesk. Register for upcoming episodes and submit your questions over on crowdcast.io/sharesies. If there are any companies, fund managers, or other special guests you’d like to see on Shared Lunch, flick us an email at sharedlunch@sharesies.co.nz to let us know.
Investing involves risk. You might lose the money you start with. Content is current at the time.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest.
Shared Lunch is for a New Zealand audience.
Independent Economist Tony Alexander is back to crunch the numbers and spot investing trends over time with Dan Brunskill.
We look at what people are buying, selling and their biggest fears over the last three months. There’s lots of great insights, especially around Tony’s fav topic property and the interest rate cycle.
For more or to watch this episode on youtube - check out http://linktr.ee/sharedlunch
A conversation with experts, CEOs, and you. We talk to company leaders and an industry experts every week. Listen or watch over lunch or whenever you want to snack on what’s happening in the economy, the markets, and the companies you invest in
Brought to you by Sharesies, with BusinessDesk
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
Shared Lunch is for a New Zealand audience.
Ryman Group CEO Richard Umbers joins Alice Rountree for a conversation around Ryman Healthcare after it announced a $902 million dollar capital raise. Ryman Healthcare provides retirement living and care in retirement village communities across New Zealand and Melbourne, Australia.
We’re having this conversation with Richard to help Sharesies investers get a better understanding about how Ryman Healthcare plans to use the funds from the capital raise, as well as Ryman Healthcare more generally. Just note though that we won’t be asking any specific questions about the capital raise, as Richard is unable to respond to questions of that nature.
This Sharesies webinar is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
Sharesies will be paid a fee from Ryman Healthcare for distributing this offer to Sharesies investors.
It’s earnings season but do you know which numbers to scrutinise and what else should you be looking for?
We’ll unpack this for you and look at how companies are reporting their financial results against a back-drop of economic challenges. We're joined for this conversation by Co-Founder of the Curve Victoria Harris and Head of Equities at Nikko Asset Management Stuart Williams.
For more or to watch this episode on youtube - check out http://linktr.ee/sharedlunch
A conversation with experts, CEOs, and you. We talk to company leaders and an industry experts every week. Listen or watch over lunch or whenever you want to snack on what’s happening in the economy, the markets, and the companies you invest in
Brought to you by Sharesies, with BusinessDesk
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
Shared Lunch is for a New Zealand audience.
Tower CEO Blair Turnbull shares his perspective on how insurance data and modelling can help New Zealand's infrastructure planning as we head into a future of climate change, sea level rise and potential adverse weather events.
This is a clip from our previous episode 'Adverse Weather Events', watch or listen here.
Brought to you by Sharesies, with BusinessDesk. Register for upcoming episodes and submit your questions over on crowdcast.io/sharesies. If there are any companies, fund managers, or other special guests you’d like to see on Shared Lunch, flick us an email at sharedlunch@sharesies.co.nz to let us know.
Subscribe to the Lunch Money email newsletter for bite-sized market updates twice a week.
Investing involves risk. You might lose the money you start with. Content is current at the time.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest.
Shared Lunch is for a New Zealand audience.
Severe weather events are on all our minds. This week on Shared Lunch we talk to Tower Insurance about how New Zealand needs to adapt to climate change.
Tower CEO Blair Turnbull Blair says we live in the second most riskiest country in the world. And explains how the company prepares for more frequent severe weather events, and a marked increase in claims.
For more or to watch this episode on youtube - check out http://linktr.ee/sharedlunch
A conversation with experts, CEOs, and you. We talk to company leaders and an industry experts every week. Listen or watch over lunch or whenever you want to snack on what’s happening in the economy, the markets, and the companies you invest in
Brought to you by Sharesies, with BusinessDesk
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
Shared Lunch is for a New Zealand audience.
In an exclusive clip, Tony Alexander breaks down New Zealand's regional property markets and gives us his expert predictions on potential over performers and the underdogs over the next few years.
This clip is a bonus clip in addition to our previous episode 'Property Reset with Tony Alexander', watch or listen here.
Brought to you by Sharesies, with BusinessDesk. Register for upcoming episodes and submit your questions over on crowdcast.io/sharesies. If there are any companies, fund managers, or other special guests you’d like to see on Shared Lunch, flick us an email at sharedlunch@sharesies.co.nz to let us know.
Subscribe to the Lunch Money email newsletter for bite-sized market updates twice a week.
Investing involves risk. You might lose the money you start with. Content is current at the time.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest.
Shared Lunch is for a New Zealand audience.
The property market has been in the doldrums. How far will prices drop and when will interest rates stop racing up?
We look at all this and more with independent economist Tony Alexander. Tony explains the unique characteristics of the housing market and what influences it, plus how FOMO (fear of missing out) is being replaced by FOOP (fear of over paying).
For more or to watch this episode on youtube - check out http://linktr.ee/sharedlunch
A conversation with experts, CEOs, and you. We talk to company leaders and an industry experts every week. Listen or watch over lunch or whenever you want to snack on what’s happening in the economy, the markets, and the companies you invest in
Brought to you by Sharesies, with BusinessDesk
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
Shared Lunch is for a New Zealand audience.
Mike Taylor founder of PIE funds shares on the areas of the market he finds exciting right now, specifically renewable energy & the infrastructure around it, with a significant amount of cash spend required to get to net zero by 2050.
This clip is taken from our previous episode 'Investing in Uncertain Times', watch or listen here.
New episodes of Shared Lunch are back in February. For more head to linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk. Register for upcoming episodes and submit your questions over on crowdcast.io/sharesies. If there are any companies, fund managers, or other special guests you’d like to see on Shared Lunch, flick us an email at sharedlunch@sharesies.co.nz to let us know.
Subscribe to the Lunch Money email newsletter for bite-sized market updates twice a week.
Investing involves risk. You might lose the money you start with. Content is current at the time.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest.
Shared Lunch is for a New Zealand audience.
How will markets behave in 2023? What are the industries and sectors to watch, are traditional safe havens still worth it?
We need an expert view! Join us for a conversation with PIE Funds founder and Chief Investment Officer Mike Taylor for some top tips about making the most of a tough ride and building wealth for the long-term.
For more or to watch this episode on youtube - check out http://linktr.ee/sharedlunch
A conversation with experts, CEOs, and you. We talk to company leaders and an industry experts every week. Listen or watch over lunch or whenever you want to snack on what’s happening in the economy, the markets, and the companies you invest in
Brought to you by Sharesies, with BusinessDesk
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
Shared Lunch is for a New Zealand audience.
Sharon Zollner looks at how far property prices in New Zealand could fall in 2023, could it be 22%, or even up to 50%, taking us back to 2010 levels? Plus, what are the other macroeconomic influences on our economy and are they pushing us in a negative or positive direction?
This clip is taken from our previous episode 'What Investors Need to Know for 2023', watch or listen here.
New episodes of Shared Lunch are back in February. For more head to linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk. Register for upcoming episodes and submit your questions over on crowdcast.io/sharesies. If there are any companies, fund managers, or other special guests you’d like to see on Shared Lunch, flick us an email at sharedlunch@sharesies.co.nz to let us know.
Subscribe to the Lunch Money email newsletter for bite-sized market updates twice a week.
Investing involves risk. You might lose the money you start with. Content is current at the time.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest.
Shared Lunch is for a New Zealand audience.
Sharon Zollner from ANZ speaks to Frances Cook about the rays of hope amongst the stressful factors of the year ahead. According to Zollner, our food exports, stable banking and political sectors put us in good stead, but the housing market could be Aotearoa's biggest vulnerability.
This clip is taken from our previous episode 'What Investors Need to Know for 2023', watch or listen here.
New episodes of Shared Lunch are back in February. For more head to linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk. Register for upcoming episodes and submit your questions over on crowdcast.io/sharesies. If there are any companies, fund managers, or other special guests you’d like to see on Shared Lunch, flick us an email at sharedlunch@sharesies.co.nz to let us know.
Subscribe to the Lunch Money email newsletter for bite-sized market updates twice a week.
Investing involves risk. You might lose the money you start with. Content is current at the time.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest.
Shared Lunch is for a New Zealand audience.
Much has been said about the headwinds we face in 2023. And now we’re here! So what do retail investors need to know about the economy and the political and business environment?
Join us for this special podcast episode where we talk to ANZ Chief Economist Sharon Zollner, esteemed business journalist Pattrick Smellie and Sharesies 3EO Leighton Roberts about everything from interest rates and housing prices, to resilience prevailing.
For more or to watch this episode - check out http://linktr.ee/sharedlunch
Shared Lunch is a conversation with experts, CEOs, and you. Each week we alternate between an interview with a company leader and an industry deep dive. Episodes are hosted by BusinessDesk journalists including Frances Cook and Dan Brunskill.
Brought to you by Sharesies, with BusinessDesk
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
Shared Lunch is for a New Zealand audience.
From our best episodes of the year, Bear Markets 101 with Greg Fleming from Salt Funds provides a great explainer of what they are, how to learn from history and navigate through them. Definitely an episode to refresh on as we head into 2023 and a recession on the cards.
Catch up:
The Best of Shared Lunch
Bear Markets 101
Shared Lunch is a conversation with experts, CEOs, and you. Each week we alternate between an interview with a company leader and an industry deep dive. Episodes are hosted by BusinessDesk journalists including Frances Cook and Dan Brunskill.
Brought to you by Sharesies, with BusinessDesk
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
Shared Lunch is for a New Zealand audience.
Over summer we're revisiting some of the best bits of our favourite Shared Lunch episodes of the past year. 'Will Green Hydrogen Save Us?' was another pick from Frances Cook in our recent best of the year list. Resource economics consultant Simon Coates and Meridian Energy's head of development Guy Waipara spoke about hydrogen's crucial role in the global energy transition and the opportunities and challenges for Aotearoa.
Catch up:
The Best of Shared Lunch
Will Green Hydrogen Save Us? - Full Episode
Shared Lunch is a conversation with experts, CEOs, and you. Each week we alternate between an interview with a company leader and an industry deep dive. Episodes are hosted by BusinessDesk journalists including Frances Cook and Dan Brunskill.
Brought to you by Sharesies, with BusinessDesk
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
Shared Lunch is for a New Zealand audience.
Over summer we're revisiting some of the best bits of our favourite Shared Lunch episodes of the past year. Frances Cook picked this interview as one of her highlights in our recent best of episode, Cannasouth Limited CEO Mark Lucas on the company's journey in the medicinal cannabis sector.
Catch up:
The Best of Shared Lunch
Cannasouth with Marc Lucas - Full episode
Shared Lunch is a conversation with experts, CEOs, and you. Each week we alternate between an interview with a company leader and an industry deep dive. Episodes are hosted by BusinessDesk journalists including Frances Cook and Dan Brunskill.
Brought to you by Sharesies, with BusinessDesk
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
Shared Lunch is for a New Zealand audience.
In our latest episode, Frances and Dan wrapped their favourite Shared Lunch episodes of the year. Now, as we head into Christmas, they reflect on their time hosting the podcast in 2022! They also discuss why being a grinch at Christmas could be a good thing, and what to get Reserve Bank Governor Adrian Orr for Secret Santa!'
For more head to linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk. Register for upcoming episodes and submit your questions over on crowdcast.io/sharesies. If there are any companies, fund managers, or other special guests you’d like to see on Shared Lunch, flick us an email at sharedlunch@sharesies.co.nz to let us know.
Subscribe to the Lunch Money email newsletter for bite-sized market updates twice a week.
Investing involves risk. You might lose the money you start with. Content is current at the time.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest.
Shared Lunch is for a New Zealand audience.
Frances Cook & Dan Brunskill have hosted Shared Lunch for the last year or so, but have never appeared together on the show, so to fix that, we decided to get them in a room to pick their favourite episodes of the year.
A couple of hints? Expect property chat, inflation, eating other peoples lunches, medicinal cannabis, ESG, Summer, Christmas and a whole lot more!
Shared Lunch is a conversation with experts, CEOs, and you. Each week we alternate between an interview with a company leader and an industry deep dive. Episodes are hosted by BusinessDesk journalists including Frances Cook and Dan Brunskill.
Brought to you by Sharesies, with BusinessDesk
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
Shared Lunch is for a New Zealand audience.
At the beginning of 2022 we made some predictions for the year, we had a listen back to see where we ended up - this clip is from our previous episode '2022 Review' with Brad Olsen, Brooke & Leighton Roberts and Dan Brunskill.
For more head to linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk. Register for upcoming episodes and submit your questions over on crowdcast.io/sharesies. If there are any companies, fund managers, or other special guests you’d like to see on Shared Lunch, flick us an email at sharedlunch@sharesies.co.nz to let us know.
Subscribe to the Lunch Money email newsletter for bite-sized market updates twice a week.
Investing involves risk. You might lose the money you start with. Content is current at the time.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest.
Shared Lunch is for a New Zealand audience.
It’s time for our end-of-year in review episode! So much to talk about… inflation, war, climbing interest rates, the tech stock wreck, ESG, the housing market… and more! 2022 was far from dull.
Join a stellar line-up of guests to recap the year—Brooke & Leighton Roberts from Sharesies, Brad Olsen from Info-metrics & Dan Brunskill from Business Desk. What did we pick right and what did we miss? And while there were plenty of lowlights, we managed to find some positives and had a laugh too! Check out Shared Lunch's 2022 Review.
For more or to watch some of this episode - check out http://linktr.ee/sharedlunch
Shared Lunch is a conversation with experts, CEOs, and you. Each week we alternate between an interview with a company leader and an industry deep dive. Episodes are hosted by BusinessDesk journalists including Frances Cook and Dan Brunskill.
Brought to you by Sharesies, with BusinessDesk
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
Shared Lunch is for a New Zealand audience.
Felix Fok from Milford Asset Management gives the lowdown on Elon's twitter takeover and Dan asks the question is the tech bear market here to stay? This clip is from our previous episode of Shared Lunch.
For more head to linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk. Register for upcoming episodes and submit your questions over on crowdcast.io/sharesies. If there are any companies, fund managers, or other special guests you’d like to see on Shared Lunch, flick us an email at sharedlunch@sharesies.co.nz to let us know.
Subscribe to the Lunch Money email newsletter for bite-sized market updates twice a week.
Investing involves risk. You might lose the money you start with. Content is current at the time.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest.
Shared Lunch is for a New Zealand audience.
Twitter’s on life support, Snapchat’s lost its…snap and does anyone use Facebook anymore? We ask Milford Asset Management Portfolio Manager Felix Fok whether social media is having an existential crisis and what shape the industry might take in the future.
Shared Lunch is a conversation with experts, CEOs, and you. Each week we alternate between an interview with a company leader and an industry deep dive. Episodes are hosted by BusinessDesk journalists including Frances Cook and Dan Brunskill.
Brought to you by Sharesies, with BusinessDesk
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
Shared Lunch is for a New Zealand audience.
Ross Taylor, CEO of Fletcher Building takes a look at where the construction & property sectors are right now, what the economic forecasters are saying and the reality of property buyers behaviour. This clip is from our previous episode of Shared Lunch.
For more head to linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk. Register for upcoming episodes and submit your questions over on crowdcast.io/sharesies. If there are any companies, fund managers, or other special guests you’d like to see on Shared Lunch, flick us an email at sharedlunch@sharesies.co.nz to let us know.
Subscribe to the Lunch Money email newsletter for bite-sized market updates twice a week.
Investing involves risk. You might lose the money you start with. Content is current at the time.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest.
Shared Lunch is for a New Zealand audience.
With a global pandemic, supply chain challenges, rampant inflation and labour shortages, it’s been a tough couple of years for the building business—even at the big end of town. Fletcher Building (FBU) CEO Ross Taylor joins Frances Cook to find out whether the industry’s turned a corner, why FBU’s strategy is all about sustainability and why people keep asking about his career batting average.
Shared Lunch is a conversation with experts, CEOs, and you. Each week we alternate between an interview with a company leader and an industry deep dive. Episodes are hosted by BusinessDesk journalists including Frances Cook and Dan Brunskill.
Brought to you by Sharesies, with BusinessDesk
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
Shared Lunch is for a New Zealand audience.
Return to the idea, rather than the business, Jason Boyes from Infratil, provides an insight into how they decide when to stick with an investment and when to cut their losses. This clip is from our previous episode of Shared Lunch.
For more head to linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk. Register for upcoming episodes and submit your questions over on crowdcast.io/sharesies. If there are any companies, fund managers, or other special guests you’d like to see on Shared Lunch, flick us an email at sharedlunch@sharesies.co.nz to let us know.
Subscribe to the Lunch Money email newsletter for bite-sized market updates twice a week.
Investing involves risk. You might lose the money you start with. Content is current at the time.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest.
Shared Lunch is for a New Zealand audience.
Hot off the press! Infratil CEO Jason Boyes joins us on Shared Lunch fresh from announcing their interim results. Jason speaks with Dan Brunskill about how how the infrastructure investment company is faring in these interesting times and what it means to ‘invest in ideas that matter’,
Shared Lunch is a conversation with experts, CEOs, and you. Each week we alternate between an interview with a company leader and an industry deep dive. Episodes are hosted by BusinessDesk journalists including Frances Cook and Dan Brunskill.
Brought to you by Sharesies, with BusinessDesk
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
Shared Lunch is for a New Zealand audience.
Frances Cook speaks with David McCleish, head of fixed income at Fisher Funds about a hypothetical yacht-life dream, how much income you would need to invest to take six months of the year off - and kick back cruising round the coast... This clip is from our previous episode of Shared Lunch.
Brought to you by Sharesies, with BusinessDesk. Register for upcoming episodes and submit your questions over on crowdcast.io/sharesies. If there are any companies, fund managers, or other special guests you’d like to see on Shared Lunch, flick us an email at sharedlunch@sharesies.co.nz to let us know.
Subscribe to the Lunch Money email newsletter for bite-sized market updates twice a week.
Investing involves risk. You might lose the money you start with. Content is current at the time.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest.
Shared Lunch is for a New Zealand audience.
Your parents lied - you can actually earn money doing nothing. Maybe not enough to quit your job, but some investment assets effectively pay you for holding them. That includes companies that pay regular dividends. Bonds are another. Join us on next week’s Shared Lunch when Fisher Funds Senior Portfolio Manager David McLeish demystifies some key forms of investing for passive income
Shared Lunch is a conversation with experts, CEOs, and you. Each week we alternate between an interview with a company leader and an industry deep dive. Episodes are hosted by BusinessDesk journalists including Frances Cook and Dan Brunskill.
Find out more linktr.ee/SharedLunch
Brought to you by Sharesies, with BusinessDesk
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
Shared Lunch is for a New Zealand audience.
Dr Ayesha Scott shares about risk and keeping your head in the game when the market is choppy, this always a recipe for stress - so how can you stay focused and understand your risk appetite? This clip is from our previous episode of Shared Lunch.
Brought to you by Sharesies, with BusinessDesk. Register for upcoming episodes and submit your questions over on crowdcast.io/sharesies. If there are any companies, fund managers, or other special guests you’d like to see on Shared Lunch, flick us an email at sharedlunch@sharesies.co.nz to let us know.
Subscribe to the Lunch Money email newsletter for bite-sized market updates twice a week.
Investing involves risk. You might lose the money you start with. Content is current at the time.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest.
Shared Lunch is for a New Zealand audience.
Are choppy share markets making you reluctant to dip your toe in? Or, are you more of a ‘keep calm and come what may’ kind of investor? Join us on Shared Lunch to hear Auckland University of Technology Finance Lecturer Dr Ayesha Scott talk about money personalities and how building a healthy relationship with your finances can help grow your wealth.
Shared Lunch is a conversation with experts, CEOs, and you. Each week we alternate between an interview with a company leader and an industry deep dive. Episodes are hosted by BusinessDesk journalists including Frances Cook and Dan Brunskill.
Brought to you by Sharesies, with BusinessDesk
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
Shared Lunch is for a New Zealand audience.
Jump into this short and sweet Halloween special where we uncover what’s behind scary investing terms like FAANG stocks, dead cat bounce and zombie companies. Our trick or treat for you… Brad Olsen emerges from the shadows to share with Dan Brunskill, also if you'd ever wondered what social media platform Dan is borderline addicted too... this is your episode.
To find all the links check out http://linktr.ee/sharedlunch
Shared Lunch is a conversation with experts, CEOs, and you. Each week we alternate between an interview with a company leader and an industry deep dive. Episodes are hosted by BusinessDesk journalists including Frances Cook and Dan Brunskill.
Brought to you by Sharesies, with BusinessDesk
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities (especially Ghosts, Vampires or other bloodsuckers) they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
Shared Lunch is for a New Zealand audience.
If your wallet feels lighter lately, it might not be your imagination.
Prices are still rising too fast for anyone’s comfort, which means interest rates will probably keep going up too. Join us on Shared Lunch as Infometrics economist Brad Olsen unpacks this economic hot mess and discusses what it all means for us average Joe/annes.
To find all the links check out http://linktr.ee/sharedlunch
Shared Lunch is a conversation with experts, CEOs, and you. Each week we alternate between an interview with a company leader and an industry deep dive. Episodes are hosted by BusinessDesk journalists including Frances Cook and Dan Brunskill.
Brought to you by Sharesies, with BusinessDesk
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
Shared Lunch is for a New Zealand audience.
Jonathan Oram talks The Warehouse Group's grocery expansion plans and the lessons learned from previous experiments in the late 2000's. This clip is from our previous episode of Shared Lunch.
Brought to you by Sharesies, with BusinessDesk. Register for upcoming episodes and submit your questions over on crowdcast.io/sharesies. If there are any companies, fund managers, or other special guests you’d like to see on Shared Lunch, flick us an email at sharedlunch@sharesies.co.nz to let us know.
Subscribe to the Lunch Money email newsletter for bite-sized market updates twice a week.
Investing involves risk. You might lose the money you start with. Content is current at the time.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest.
Shared Lunch is for a New Zealand audience.
The big red shed made a loss selling $4 butter earlier this year—but it made plenty of headlines. This week on Shared Lunch The Warehouse Group CFO, Jonathan Oram, chats supermarket shake-ups, the soaring popularity of click and collect, and how the multi-billion dollar retail giant is faring after a rough start to the year
Shared Lunch is a conversation with experts, CEOs, and you. Each week we alternate between an interview with a company leader and an industry deep dive. Episodes are hosted by BusinessDesk journalists including Frances Cook and Dan Brunskill.
Brought to you by Sharesies, with BusinessDesk
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
Shared Lunch is for a New Zealand audience.
Dr Sebastian Gehricke shares about the inconsistency in Environmental, Social, and Governance data and the best way to find out how ethical your fund's portfolio is. Tip: check out https://mindfulmoney.nz/
Brought to you by Sharesies, with BusinessDesk. Register for upcoming episodes and submit your questions over on crowdcast.io/sharesies. If there are any companies, fund managers, or other special guests you’d like to see on Shared Lunch, flick us an email at sharedlunch@sharesies.co.nz to let us know.
Subscribe to the Lunch Money email newsletter for bite-sized market updates twice a week.
Investing involves risk. You might lose the money you start with. Content is current at the time.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest.
Shared Lunch is for a New Zealand audience.
Demand is ramping up for investments to meet environmental, social and governance standards. But is the impact an investor is hoping to achieve the same as a fund will deliver? ESG can take many guises so what really makes an impact? Join us on Shared Lunch this week as we discuss this dilemma and much much more with Dr Sebastian Gehricke from Otago University's Climate & Energy Finance Group.
Shared Lunch is a conversation with experts, CEOs, and you. Each week we alternate between an interview with a company leader and an industry deep dive. Episodes are hosted by BusinessDesk journalists including Frances Cook and Dan Brunskill.
Brought to you by Sharesies, with BusinessDesk
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
Shared Lunch is for a New Zealand audience.
What the world needs right now is a highly-efficient, low-polluting fuel that can be made with zero CO2 emissions. Hydrogen for the win! And it's also the most abundant element on earth. So, why does 99% of global hydrogen production currently use fossil fuels—generating the same amount of CO2 as the UK and Indonesia combined?
On this week's Shared Lunch, resource economics consultant Simon Coates and Meridian Energy's head of development Guy Waipara talk about hydrogen's crucial role in the global energy transition and the opportunities and challenges for New Zealand.
Shared Lunch is a conversation with experts, CEOs, and you. Each week we alternate between an interview with a company leader and an industry deep dive. Episodes are hosted by BusinessDesk journalists including Frances Cook and Dan Brunskill.
Brought to you by Sharesies, with BusinessDesk
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time. Shared Lunch is for a New Zealand audience.
The kiwi dollar, like its namesake, has struggled to get off the ground recently. Kiwibank’s Chief Economist Jarrod Kerr looks at what’s causing our weak currency, what it means for importers, exporters and investors, and whether it’s likely to ever get its wings back.
Shared Lunch is a conversation with experts, CEOs, and you. Each week we alternate between an interview with a company leader and an industry deep dive. Episodes are hosted by BusinessDesk journalists including Frances Cook & Dan Brunskill.
Brought to you by Sharesies, with BusinessDesk
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
Shared Lunch is for a New Zealand audience.
From our episode with Briscoe Group MD Rod Duke as he talks about the ups and downs of retailing in 'interesting' times.
Brought to you by Sharesies, with BusinessDesk. Register for upcoming episodes and submit your questions over on crowdcast.io/sharesies. If there are any companies, fund managers, or other special guests you’d like to see on Shared Lunch, flick us an email at sharedlunch@sharesies.co.nz to let us know.
Subscribe to the Lunch Money email newsletter for bite-sized market updates twice a week.
Investing involves risk. You might lose the money you start with. Content is current at the time.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest.
Shared Lunch is for a New Zealand audience.
There’s no denying Briscoes knows its brand. Its advertising jingle is an earworm and ‘the Briscoes lady’ has probably graced more kiwi screens and for longer than any other public figure. But did you know that the Briscoe Group owns mega-brands Living & Giving and Rebel Sport, too? Join MD Rod Duke as he talks about the ups and downs of retailing in 'interesting' times and his own path to the top of the trade.
If you can’t make it to the live webinar, no worries—you can access the webinar recording using the same Crowdcast link once the webinar ends. You can also find past Shared Lunch episodes on YouTube or from your favourite podcast providers.
Shared Lunch is a conversation with experts, CEOs, and you. Each week we alternate between an interview with a company leader and an industry deep dive. Episodes are hosted by BusinessDesk journalists including Frances Cook and Dan Brunskill.
Brought to you by Sharesies, with BusinessDesk
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
Shared Lunch is for a New Zealand audience.
From our episode on Te Ao Maori Te Ao Māori values & Investing with Tipene Kapa-Kingi (Te Aupōuri, Ngāti Kahu ki Whaingaroa, Waikato, Te Whānau a Apanui), an investment associate with New Zealand Trade & Enterprise.
Brought to you by Sharesies, with BusinessDesk. Register for upcoming episodes and submit your questions over on crowdcast.io/sharesies. If there are any companies, fund managers, or other special guests you’d like to see on Shared Lunch, flick us an email at sharedlunch@sharesies.co.nz to let us know.
Subscribe to the Lunch Money email newsletter for bite-sized market updates twice a week.
Investing involves risk. You might lose the money you start with. Content is current at the time.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest.
Shared Lunch is for a New Zealand audience.
In honour of Te Wiki o te Reo Māori we take a look at the Māori economy and how investors can approach their portfolios with a Māori world view. Our guide is Tipene Kapa-Kingi(Te Aupōuri, Ngāti Kahu ki Whaingaroa, Waikato, Te Whānau a Apanui), an investment associate with New Zealand Trade & Enterprise.
Brought to you by Sharesies, with BusinessDesk
Shared Lunch is a conversation with experts, CEOs, and you. Each week we alternate between an interview with a company leader and an industry deep dive. Episodes are hosted by BusinessDesk journalists including Frances Cook and Dan Brunskill.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time. Shared Lunch is for a New Zealand audience.
How will NZ's energy use increase between now and 2050? Warren Koia (CEO) and Craig STOBO (Chair) of NZ Windfarms spoke to Dan Brunskill on their perspective.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest.
Brought to you by Sharesies, with BusinessDesk. Register for upcoming episodes and submit your questions over on crowdcast.io/sharesies. If there are any companies, fund managers, or other special guests you’d like to see on Shared Lunch, flick us an email at sharedlunch@sharesies.co.nz to let us know.
Subscribe to the Lunch Money email newsletter for bite-sized market updates twice a week.
Investing involves risk. You might lose the money you start with. Content is current at the time.
Shared Lunch is for a New Zealand audience.
The wind mostly gets a bad rap. But not at NZ Windfarms—they're big fans. Ninety-two big fans, in fact, that produce enough electricity to power 16k homes. Dan Brunskill talks to CEO Warren Koia and Chair Craig Stobo to hear more about NZ Windfarms 'powerful' role in combating climate change and its plans for the future.
Brought to you by Sharesies, with BusinessDesk. Register for upcoming episodes and submit your questions over on crowdcast.io/sharesies. If there are any companies, fund managers, or other special guests you’d like to see on Shared Lunch, flick us an email at sharedlunch@sharesies.co.nz to let us know.
Subscribe to the Lunch Money email newsletter for bite-sized market updates twice a week.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest.
Investing involves risk. You might lose the money you start with. Content is current at the time.
Shared Lunch is for a New Zealand audience.
Independent Economist Tony Alexander shares his key takeaway from our episode 'Is Property Hot' in 60 seconds.
Brought to you by Sharesies, with BusinessDesk. Register for upcoming episodes and submit your questions over on crowdcast.io/sharesies. If there are any companies, fund managers, or other special guests you’d like to see on Shared Lunch, flick us an email at sharedlunch@sharesies.co.nz to let us know.
Subscribe to the Lunch Money email newsletter for bite-sized market updates twice a week.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest.
Investing involves risk. You might lose the money you start with. Content is current at the time.
Shared Lunch is for a New Zealand audience.
Are you worried or relieved by the fall in property prices? Shares v property, rising interest rates and the future of the sector that Kiwis love (and hate)—find out about all this and more when we chat to independent economist Tony Alexander.
Brought to you by Sharesies, with BusinessDesk.
Register for upcoming episodes and submit your questions over on Crowdcast. If there are any companies, fund managers, or other special guests you’d like to see on Shared Lunch, flick us an email at sharedlunch@sharesies.co.nz to let us know.
Subscribe to the Lunch Money email newsletter for bite-sized market updates twice a week.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time. Shared Lunch is for a New Zealand audience.
In a clip from our recent episode with Jolie Hodson CEO of Spark, Frances asked about recent analysis from Venture Insights, which said a slow economy, inflation, and reduced immigration were problems for the telco market, but new technologies like 5G, progressing rollout of UFB, and increasing adoption of fixed wireless were growth opportunities.
Brought to you by Sharesies, with BusinessDesk. Register for upcoming episodes and submit your questions over on crowdcast.io/sharesies. If there are any companies, fund managers, or other special guests you’d like to see on Shared Lunch, flick us an email at sharedlunch@sharesies.co.nz to let us know.
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Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest.
Investing involves risk. You might lose the money you start with. Content is current at the time.
Shared Lunch is for a New Zealand audience.
Spark CEO Jolie Hodson joins Frances Cook to talk Spark's full year results alongside growth opportunities and problem areas for telcos, dividends, cyber security and we answer the question, what sort of phone does the CEO of Aotearoa's largest telco have?
Brought to you by Sharesies, with BusinessDesk. Register for upcoming episodes and submit your questions over on crowdcast.io/sharesies. If there are any companies, fund managers, or other special guests you’d like to see on Shared Lunch, flick us an email at sharedlunch@sharesies.co.nz to let us know.
Subscribe to the Lunch Money email newsletter for bite-sized market updates twice a week.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest.
Investing involves risk. You might lose the money you start with. Content is current at the time.
Shared Lunch is for a New Zealand audience.
Intense competition, subscription fatigue and increasingly budget conscious consumers have put pressure on some of the biggest names in content streaming.
Milford Asset Management portfolio manager Felix Fok takes a closer look at the sector and what it takes to win when viewer eyes are the prize. Brought to you by Sharesies, with BusinessDesk.
Register for upcoming episodes and submit your questions over on Crowdcast.
If there are any companies, fund managers, or other special guests you’d like to see on Shared Lunch, flick us an email at sharedlunch@sharesies.co.nz to let us know.
Subscribe to the Lunch Money email newsletter for bite-sized market updates twice a week.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time. Shared Lunch is for a New Zealand audience.
Who hasn’t got a painful supply chain story to tell? Covid, a war and global skills shortages have played havoc. Surely there’s a better way? We talk to a young listed company that’s out to digitise what’s often still a trail of spreadsheets, email and paper.
Andrew Balgarnie, Chief Revenue Officer, at export and import software company TradeWindow chats to BusinessDesk about how it’s driving a change to improve global trade.
Brought to you by Sharesies, with BusinessDesk.
Register for upcoming episodes and submit your questions over on Crowdcast. If there are any companies, fund managers, or other special guests you’d like to see on Shared Lunch, flick us an email at sharedlunch@sharesies.co.nz to let us know.
Subscribe to the Lunch Money email newsletter for bite-sized market updates twice a week.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
Shared Lunch is for a New Zealand audience.
It's quarterly earnings season in the US, when some of the world's best-known companies show us their report card. With record inflation, interest rates rising and—depending on who you ask—a recession on the cards, these updates are more important than ever.
This week on Shared Lunch, Pattrick Smellie (managing editor at BusinessDesk) chats to Nicholas Bagnall, Founder and Chief Investment Officer of Te Ahumairangi Fund about what investors are looking for and some of the greatest hits—and misses—so far.
Brought to you by Sharesies, with BusinessDesk.
Register for upcoming episodes and submit your questions over on Crowdcast. If there are any companies, fund managers, or other special guests you’d like to see on Shared Lunch, flick us an email at sharedlunch@sharesies.co.nz to let us know.
Subscribe to the Lunch Money email newsletter for bite-sized market updates twice a week.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
Shared Lunch is for a New Zealand audience.
This week we look at how travel and tourism are faring in 2022. Are both sectors dealing well with spiking demand? What are the future challenges and headwinds? What does it mean to reset and focus on high value visitors? Dan Brunskill (markets reporter at BusinessDesk) and independent economist Benje Patterson will try to unpick what's happening right now and where it may all end up.
Brought to you by Sharesies, with BusinessDesk.
Register for upcoming episodes and submit your questions over on Crowdcast. If there are any companies, fund managers, or other special guests you’d like to see on Shared Lunch, flick us an email at sharedlunch@sharesies.co.nz to let us know.
Subscribe to the Lunch Money email newsletter for bite-sized market updates twice a week.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time. Shared Lunch is for a New Zealand audience.
Frances Cook (Investments Editor at BusinessDesk) talks to Cannasouth Limited CEO Mark Lucas about the company's journey in the medicinal cannabis sector, their just announced new customer and navigating government regulations..
Brought to you by Sharesies, with BusinessDesk. Register for upcoming episodes and submit your questions over on Crowdcast. If there are any companies, fund managers, or other special guests you’d like to see on Shared Lunch, flick us an email at sharedlunch@sharesies.co.nz to let us know.
Subscribe to the Lunch Money email newsletter for bite-sized market updates twice a week.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time. Shared Lunch is for a New Zealand audience.
Frances Cook (Investments Editor at BusinessDesk) sits down with Infometrics Chief Forecaster Gareth Kiernan for a Construction Industry 101. Gareth and Frances talk about the current climate, what pressures are on the sectors, the possible risk of more companies shutting down and if it's a good time to buy a house.
Brought to you by Sharesies, with BusinessDesk.
Register for upcoming episodes and submit your questions over on Crowdcast. If there are any companies, fund managers, or other special guests you’d like to see on Shared Lunch, flick us an email at sharedlunch@sharesies.co.nz to let us know. Subscribe to the Lunch Money email newsletter for bite-sized market updates twice a week.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time. Shared Lunch is for a New Zealand audience.
Dan Brunskill (Markets Reporter at BusinessDesk) sits down with Lyndal to chat about how the company saw the pandemic coming early 2020, how they've navigated the last two years and why it's important to always build in the capacity to ramp up production.
Brought to you by Sharesies, with BusinessDesk.
Register for upcoming episodes and submit your questions over on Crowdcast. If there are any companies, fund managers, or other special guests you’d like to see on Shared Lunch, flick us an email at sharedlunch@sharesies.co.nz to let us know.
Subscribe to the Lunch Money email newsletter for bite-sized market updates twice a week.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time. Shared Lunch is for a New Zealand audience.
Dan Brunskill (Markets Reporter at BusinessDesk) sits down with Greg Fleming from Salt Funds Management to talk about bear markets. They discuss what constitutes a bear market, why this one is unique, the possible opportunities and what it all means for the investor.
Brought to you by Sharesies, with BusinessDesk. Register for upcoming episodes and submit your questions over on Crowdcast.
If there are any companies, fund managers, or other special guests you’d like to see on Shared Lunch, flick us an email at sharedlunch@sharesies.co.nz to let us know.
Subscribe to the Lunch Money email newsletter for bite-sized market updates twice a week.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time. Shared Lunch is for a New Zealand audience.
Frances Cook (Investments Editor at BusinessDesk) sits down with Mike Roan the CFO of Meridian Energy to chat about electricity regulation, the future of the Tiwai Point contract, hydrogen and what it all means for investors..
Brought to you by Sharesies, with BusinessDesk.
Register for upcoming episodes and submit your questions over on Crowdcast. If there are any companies, fund managers, or other special guests you’d like to see on Shared Lunch, flick us an email at sharedlunch@sharesies.co.nz to let us know.
Subscribe to the Lunch Money email newsletter for bite-sized market updates twice a week.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
Shared Lunch is for a New Zealand audience.
Dan Brunskill (markets reporter at BusinessDesk) talks to Will Curtayne, portfolio manager at Milford Asset Management about the supermarket sector. Will breaks down how the supermarkets work, the recent Commerce Commission report and the Government's proposed regulatory shakeup. He also explains why butter is $10 plus on the shelves!
Brought to you by Sharesies, with BusinessDesk. Register for upcoming episodes and submit your questions over on Crowdcast. If there are any companies, fund managers, or other special guests you’d like to see on Shared Lunch, flick us an email at sharedlunch@sharesies.co.nz to let us know.
Subscribe to the Lunch Money email newsletter for bite-sized market updates twice a week.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time. Shared Lunch is for a New Zealand audience.
Frances Cook (Investments Editor at BusinessDesk) sits down with Channel Infrastructure CEO Naomi James to chat about shutting down the Marsden Oil Point refinery, the effects of that decision on their workforce and the move to a renewable future.
Brought to you by Sharesies, with BusinessDesk.
Register for upcoming episodes and submit your questions over on Crowdcast. If there are any companies, fund managers, or other special guests you’d like to see on Shared Lunch, flick us an email at sharedlunch@sharesies.co.nz to let us know.
Subscribe to the Lunch Money email newsletter for bite-sized market updates twice a week.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
Shared Lunch is for a New Zealand audience.
Dan Brunskill (markets reporter at BusinessDesk) sits down with senior economist Miles Workman from ANZ to take a good hard look at the economy. We cover the recent OCR hike by the New Zealand reserve bank, the volatility that inflation is causing and what it means for the investor.
Brought to you by Sharesies, with BusinessDesk. Register for upcoming episodes and submit your questions over on Crowdcast. If there are any companies, fund managers, or other special guests you’d like to see on Shared Lunch, flick us an email at sharedlunch@sharesies.co.nz to let us know.
Subscribe to the Lunch Money email newsletter for bite-sized market updates twice a week.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time. Shared Lunch is for a New Zealand audience.
Frances Cook (Investments Editor at BusinessDesk) sits down with Port of Tauranga CEO Leonard Sampson to chat about the port's last two years as well as current projects around automation and berth extension. They also discuss the port's strategy and the highlights and challenges for the next 12 months.
Brought to you by Sharesies, with BusinessDesk. Register for upcoming episodes and submit your questions over on Crowdcast. If there are any companies, fund managers, or other special guests you’d like to see on Shared Lunch, flick us an email at sharedlunch@sharesies.co.nz to let us know. Subscribe to the Lunch Money email newsletter for bite-sized market updates two times a week.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time. Shared Lunch is for a New Zealand audience.
This week, Dr Mark Diesendorf from UNSW Sydney is our guest. Mark will discuss the ins and outs of the sector with special focus on Australia and NZ and our growing renewable energy industry.
Shared Lunch is a conversation with experts, CEOs, and you. Each week we alternate between an interview with a company leader and an industry deep dive. Episodes are hosted by BusinessDesk journalists including Frances Cook and Dan Brunskill.
Brought to you by Sharesies, with BusinessDesk
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time. Shared Lunch is for a New Zealand audience.
Frances Cook (Investments Editor at BusinessDesk) sits down with [Auckland International Airport CEO Carrie Hurihanganui to chat about the airports plans to rise from the pandemic .
Brought to you by Sharesies, with BusinessDesk. Register for upcoming episodes and submit your questions over on Crowdcast. If there are any companies, fund managers, or other special guests you’d like to see on Shared Lunch, flick us an email at sharedlunch@sharesies.co.nz to let us know. Subscribe to the Lunch Money email newsletter for bite-sized market updates three times a week. Or, if you’re looking for a daily recap of the events shaping the NZ, US, and Australian share markets, tune in to our Recap podcast.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time. Shared Lunch is for a New Zealand audience.
This week, Dan Brunskill (Markets Reporter at BusinessDesk) sits down with Dr Mahsa Mohaghegh from the Auckland University of Technology. Prepare for a deep dive into the A.I. sector, including the different types of A.I. , what fuels the industry, who the big players are and what challenges the sector is facing. Dr Mohaghegh will also discuss impacts of the technology: ethical considerations and gender diversity in the field.
Brought to you by Sharesies, with BusinessDesk.
Register for upcoming episodes and submit your questions over on Crowdcast. If there are any companies, fund managers, or other special guests you’d like to see on Shared Lunch, flick us an email at sharedlunch@sharesies.co.nz to let us know.
Subscribe to the Lunch Money email newsletter for bite-sized market updates three times a week. Or, if you’re looking for a daily recap of the events shaping the NZ, US, and Australian share markets, tune in to our Recap podcast.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
Shared Lunch is for a New Zealand audience.
This week, Frances Cook (Investments Editor at BusinessDesk) sits down with Radius Care CEO Andrew Peskett to chat about everything to do with the rest home and aged care health provider. They talk about Radius' business model, the ins and outs of the aged care sector and what's next for the company.
Brought to you by Sharesies, with BusinessDesk.
Register for upcoming episodes and submit your questions over on Crowdcast. If there are any companies, fund managers, or other special guests you’d like to see on Shared Lunch, flick us an email at sharedlunch@sharesies.co.nz to let us know.
Subscribe to the Lunch Money email newsletter for bite-sized market updates three times a week. Or, if you’re looking for a daily recap of the events shaping the NZ, US, and Australian share markets, tune in to our Recap podcast.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
Shared Lunch is for a New Zealand audience.
Frances Cook (Investments Editor at BusinessDesk) sits down with Philip Ascroft from Chapman Tripp to cover your burning questions about rights offers and capital raises.
Philip has worked on just about every major ECM (Equity Capital Markets) offer in NZ over the past few years and he's well placed to give a plain-English explainer on rights issues. Why do companies do rights offers? What does 'renounceable' mean? What's a TERP when it's at home? Philip will answer all this and more. Brought to you by Sharesies, with BusinessDesk.
We have a special offer for Sharesies investors from BusinessDesk. If you use the promo code SharedLunch100, you’ll get $100 off an annual subscription to BusinessDesk (usually $249 incl. GST). The offer only applies to new BusinessDesk subscribers, can only be used once per subscriber, and can’t be used with any other discounts.
Register for upcoming episodes and submit your questions over on Crowdcast. If there are any companies, fund managers, or other special guests you’d like to see on Shared Lunch, flick us an email at sharedlunch@sharesies.co.nz to let us know.
Subscribe to the Lunch Money email newsletter for bite-sized market updates three times a week. Or, if you’re looking for a daily recap of the events shaping the NZ, US, and Australian share markets, tune in to our Recap podcast.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time. Shared Lunch is for a New Zealand audience.
Join us for an interview with Air New Zealand CEO Greg Foran where he takes us through why the company is undertaking this $2.2 billion capital raise and its plans for the future. We also put to Greg some of the most common questions that Sharesies investors are asking.
Air New Zealand rights offer: a rundown
Investing involves risk, you aren’t guaranteed to make money and you might lose the money you started with. Any information we provide is general only and current at the time. If you're looking for help with your investment choices, we recommend talking to a licensed financial advice provider. We won’t be providing any personalised advice as part of this webinar.
Sharesies will be paid a fee from Air New Zealand for distributing the offer to Sharesies investors.
Frances Cook (Investments Editor at BusinessDesk) sits down with Rakon Limited's new CEO Sinan Altug. They'll chat about the tech company and the products it makes that can be found in everything from satellites to autonomous vehicles. Sinan will discuss Rakon's business model and their growth strategy. He'll also chat about his recent appointment to the CEO role and where he wants to take the company.
Brought to you by Sharesies, with BusinessDesk. Register for upcoming episodes and submit your questions over on Crowdcast. If there are any companies, fund managers, or other special guests you’d like to see on Shared Lunch, flick us an email at sharedlunch@sharesies.co.nz to let us know. Subscribe to the Lunch Money email newsletter for bite-sized market updates three times a week. Or, if you’re looking for a recap of the events shaping the NZ, US, and Australian share markets, tune in to our Recap podcast.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
Shared Lunch is for a New Zealand audience.
Dan Brunskill (Markets reporter at BusinessDesk) sits down with Greg Cross from Soul Machines to peer deep into the metaverse. Since Mark Zuckerberg pivoted his company and brought the concept into the mainstream, everyone's wanted to know more. What even is it? What infrastructure will it need? Who's building it? Is it a pipe dream? Dan and Greg will discuss all this and more.
Brought to you by Sharesies, with BusinessDesk. Register for upcoming episodes and submit your questions over on Crowdcast. If there are any companies, fund managers, or other special guests you’d like to see on Shared Lunch, flick us an email at sharedlunch@sharesies.co.nz to let us know.
Subscribe to the Lunch Money email newsletter for bite-sized market updates three times a week. Or, if you’re looking for a daily recap of the events shaping the NZ, US, and Australian share markets, tune in to our Recap podcast.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time. Shared Lunch is for a New Zealand audience.
Frances Cook (Investments Editor at BusinessDesk) sits down with Winton Land Limited CEO Chris Meehan to chat about their reasons for listing on the NZX and ASX. They also talk about how Winton's navigated industry disruption, where the property market is going and why everyone should live 15 minutes from everything they need.
Brought to you by Sharesies, with BusinessDesk.
Register for upcoming episodes and submit your questions over on Crowdcast. If there are any companies, fund managers, or other special guests you’d like to see on Shared Lunch, flick us an email at sharedlunch@sharesies.co.nz to let us know.
Subscribe to the Lunch Money email newsletter for bite-sized market updates three times a week. Or, if you’re looking for a daily recap of the events shaping the NZ, US, and Australian share markets, tune in to our Recap podcast.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
Shared Lunch is for a New Zealand audience.
This week, Dan Brunskill (Markets Reporter at BusinessDesk) sits down with NZX Limited's CEO Mark Peterson to chat about everything you need to know about the New Zealand stock exchange: how does it work? what do investors need to know? And why is it a private company rather than a government run entity? All that and more is answered.
Shared Lunch is a conversation with experts, CEOs, and you. Each week we alternate between an interview with a company leader and an industry deep dive. Episodes are hosted by BusinessDesk journalists including Frances Cook, Rebecca Stevenson, and Victoria Young.
Brought to you by Sharesies, with BusinessDesk
We have a special offer for Sharesies investors from BusinessDesk. If you use the promo code SharedLunch100, you’ll get $100 off anannual subscription to BusinessDesk (usually $249 incl. GST). The offer only applies to new BusinessDesk subscribers, can only be used once per subscriber, and can’t be used with any other discounts.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
Shared Lunch is for a New Zealand audience.
Frances Cook (Investments Editor at BusinessDesk) sits down with Contact Energy CEO Mike Fuge to chat about Contact's long-term strategy and the future of sustainable energy options.
Brought to you by Sharesies, with BusinessDesk.
Register for upcoming episodes and submit your questions over on Crowdcast. If there are any companies, fund managers, or other special guests you’d like to see on Shared Lunch, flick us an email at sharedlunch@sharesies.co.nz to let us know.
Subscribe to the Lunch Money email newsletter for bite-sized market updates three times a week. Or, if you’re looking for a daily recap of the events shaping the NZ, US, and Australian share markets, tune in to our Recap podcast.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
Shared Lunch is for a New Zealand audience.
Since the start of 2022, global markets have been experiencing a downward trend. This has got everyone talking about market volatility and “correction territory”. But what does this all mean? Why are markets reacting this way? And what does it mean for investors?
Join Sharesies' co-CEO Sonya Williams, business journalist Rod Oram and Devon Funds Management Head of Retail Greg Smith as they break down and explain the factors leading to the current dip and discuss ways investors can react.
Subscribe to the Lunch Money email newsletter for bite-sized market updates three times a week: https://www.sharesies.nz/lunch-money
Or, if you’re looking for a daily recap of the events shaping the New Zealand, Australian, and US share markets, tune in to our Recap podcast: https://www.sharesies.nz/recap
Investing involves risk. You aren’t guaranteed to make money, and you might lose the money you start with. We don’t provide personalised advice or recommendations—for specific advice, speak to a licensed financial advice provider. Any information we provide is general only and current at the time.
We’re kicking off the year with a panel discussion about the major themes and events that might affect share markets in 2022, including COVID, inflation and interest rates, and market volatility.
Sharesies financial analyst Alice Rountree hosts a conversation with: Sharesies co-CEO Leighton Roberts; Victoria Harris, Portfolio Manager at Devon Funds and Founder of The Curve, and John Berry, co-founder and CEO of Pathfinder Asset Management.
Subscribe to the Lunch Money email newsletter for bite-sized market updates three times a week: https://www.sharesies.nz/lunch-money
Or, if you’re looking for a daily recap of the events shaping the New Zealand, Australian, and US share markets, tune in to our Recap podcast: https://www.sharesies.nz/recap
Investing involves risk. You aren’t guaranteed to make money, and you might lose the money you start with. We don’t provide personalised advice or recommendations—for specific advice, speak to a licensed financial advice provider. Any information we provide is general only and current at the time.
This week, Alice (Sharesies' financial analyst) and Gus (Sharesies Head of Investments) host Greg Foran, the Air New Zealand CEO. Greg discusses the effects the pandemic has had on the national carrier, plans for sustainability and electric air planes and what 2022 looks like.
Lunch Money is made for you, by Shareises. Episodes are recorded fortnightly. Register for upcoming episodes and submit your questions over on Crowdcast (https://www.crowdcast.io/sharesies). If there are any companies, fund managers, or other special guests you’d like to see on Lunch Money, flick us an email at events@sharesies.co.nz to let us know!
Subscribe to the Lunch Money email newsletter for bite-sized market updates three times a week: https://www.sharesies.nz/lunch-moneyOr, if you’re looking for a daily recap of the events shaping the New Zealand, Australian, and US share markets, tune in to our Recap podcast: https://www.sharesies.nz/recap Investing involves risk.
You aren’t guaranteed to make money, and you might lose the money you start with. We don’t provide personalised advice or recommendations—for specific advice, speak to a licensed financial advice provider. Any information we provide is general only and current at the time.
This week, Alice and Shak host Mary Jo Vergara, an economist from Kiwibank. In the second to last episode of Lunch Money for 2021 Alice, Shak and Mary Jo talk about how the economy fared in a very challenging year. They discuss Covid-19, the property market, inflation, the recent OCR decision and take a peek at what's waiting around the corner in 2022.
Lunch Money is made for you, by Shareises.
Episodes are recorded fortnightly. Register for upcoming episodes and submit your questions over on Crowdcast (https://www.crowdcast.io/sharesies). If there are any companies, fund managers, or other special guests you’d like to see on Lunch Money, flick us an email at events@sharesies.co.nz to let us know!
Subscribe to the Lunch Money email newsletter for bite-sized market updates three times a week: https://www.sharesies.nz/lunch-moneyOr, if you’re looking for a daily recap of the events shaping the New Zealand, Australian, and US share markets, tune in to our Recap podcast: https://www.sharesies.nz/recap
Investing involves risk. You aren’t guaranteed to make money, and you might lose the money you start with. We don’t provide personalised advice or recommendations—for specific advice, speak to a licensed financial advice provider. Any information we provide is general only and current at the time.
This week, Sonya and José host Julia Jones, Head of Insight at the NZX. Julia has a deep background in the dairy industry and walks us through the ins and outs of the industry. This includes the big players in the sector, how the industry is organised, key markets, challenges and opportunities (including key ethical and environmental issues).
Lunch Money is made for you, by Shareises.
Episodes are recorded fortnightly. Register for upcoming episodes and submit your questions over on Crowdcast (https://www.crowdcast.io/sharesies). If there are any companies, fund managers, or other special guests you’d like to see on Lunch Money, flick us an email at events@sharesies.co.nz to let us know!
Subscribe to the Lunch Money email newsletter for bite-sized market updates three times a week: https://www.sharesies.nz/lunch-money
Or, if you’re looking for a daily recap of the events shaping the New Zealand, Australian, and US share markets, tune in to our Recap podcast: https://www.sharesies.nz/recap
Investing involves risk. You aren’t guaranteed to make money, and you might lose the money you start with. We don’t provide personalised advice or recommendations—for specific advice, speak to a licensed financial advice provider. Any information we provide is general only and current at the time.
This week Brooke Roberts (Sharesies co-founder and co-CEO), Gus Watson (Head of Investments) and Erin Moriarty (Head of Finance) discuss some of the highlights of the year for Sharesies including the recently completed capital raise; look ahead to 2022 and, of course, take your questions in an extended Q&A session.
Lunch Money is made for you, by Shareises.
Episodes are recorded fortnightly. Register for upcoming episodes and submit your questions over on Crowdcast (https://www.crowdcast.io/sharesies). If there are any companies, fund managers, or other special guests you’d like to see on Lunch Money, flick us an email at events@sharesies.co.nz to let us know!
Subscribe to the Lunch Money email newsletter for bite-sized market updates three times a week: https://www.sharesies.nz/lunch-money
Or, if you’re looking for a daily recap of the events shaping the New Zealand, Australian, and US share markets, tune in to our Recap podcast: https://www.sharesies.nz/recap
Investing involves risk. You aren’t guaranteed to make money, and you might lose the money you start with. We don’t provide personalised advice or recommendations—for specific advice, speak to a licensed financial advice provider. Any information we provide is general only and current at the time.
This week, Leighton and Alice host John Berry from Pathfinder Asset management. John discusses greenwashing and how to work out if companies really mean it when they talk about sustainability.
Lunch Money is made for you, by Shareises.
Episodes are recorded fortnightly. Register for upcoming episodes and submit your questions over on Crowdcast (https://www.crowdcast.io/sharesies). If there are any companies, fund managers, or other special guests you’d like to see on Lunch Money, flick us an email at events@sharesies.co.nz to let us know!
Subscribe to the Lunch Money email newsletter for bite-sized market updates three times a week: https://www.sharesies.nz/lunch-money
Or, if you’re looking for a daily recap of the events shaping the New Zealand, Australian, and US share markets, tune in to our Recap podcast: https://www.sharesies.nz/recap
Investing involves risk. You aren’t guaranteed to make money, and you might lose the money you start with. We don’t provide personalised advice or recommendations—for specific advice, speak to a licensed financial advice provider. Any information we provide is general only and current at the time.
This week, Lauren and José host Andrew Balgarnie, COO of TradeWindow. TradeWindow is an Auckland based tech startup that's looking to digitise the process of managing exports. Andrew discusses the ins and outs of the company, unpack its recent capital raise and its forthcoming listing on the NZX.
Lunch Money is made for you, by Shareises.
Episodes are recorded fortnightly. Register for upcoming episodes and submit your questions over on Crowdcast (https://www.crowdcast.io/sharesies). If there are any companies, fund managers, or other special guests you’d like to see on Lunch Money, flick us an email at events@sharesies.co.nz to let us know!
Subscribe to the Lunch Money email newsletter for bite-sized market updates three times a week: https://www.sharesies.nz/lunch-money
Or, if you’re looking for a daily recap of the events shaping the New Zealand, Australian, and US share markets, tune in to our Recap podcast: https://www.sharesies.nz/recap
Investing involves risk. You aren’t guaranteed to make money, and you might lose the money you start with. We don’t provide personalised advice or recommendations—for specific advice, speak to a licensed financial advice provider. Any information we provide is general only and current at the time.
eg:
This week, Leighton (Sharesies' co-CEO) and Alice (Sharesies' financial analyst) host Ross Taylor, the CEO of Fletcher Building Limited. Ross discusses why this year has been a rollercoaster of a year for the company and what Fletcher's future plans are.
Lunch Money is made for you, by Shareises.
Episodes are recorded fortnightly. Register for upcoming episodes and submit your questions over on Crowdcast (https://www.crowdcast.io/sharesies). If there are any companies, fund managers, or other special guests you’d like to see on Lunch Money, flick us an email at events@sharesies.co.nz to let us know!
Subscribe to the Lunch Money email newsletter for bite-sized market updates three times a week: https://www.sharesies.nz/lunch-money
Or, if you’re looking for a daily recap of the events shaping the New Zealand, Australian, and US share markets, tune in to our Recap podcast: https://www.sharesies.nz/recap
Investing involves risk. You aren’t guaranteed to make money, and you might lose the money you start with. We don’t provide personalised advice or recommendations—for specific advice, speak to a licensed financial advice provider. Any information we provide is general only and current at the time.
This week, Alice and Chris host Marc England, CEO of Genesis Energy. Marc provides an overview of Genesis and their financial performance, their work on sustainability and what the future holds for the company.
Lunch Money is made for you, by Shareises. Episodes are recorded fortnightly. Register for upcoming episodes and submit your questions over on Crowdcast (https://www.crowdcast.io/sharesies).
If there are any companies, fund managers, or other special guests you’d like to see on Lunch Money, flick us an email at events@sharesies.co.nz to let us know!
Subscribe to the Lunch Money email newsletter for bite-sized market updates three times a week: https://www.sharesies.nz/lunch-moneyOr, if you’re looking for a daily recap of the events shaping the New Zealand, Australian, and US share markets, tune in to our Recap podcast: https://www.sharesies.nz/recap
Investing involves risk. You aren’t guaranteed to make money, and you might lose the money you start with. We don’t provide personalised advice or recommendations—for specific advice, speak to a licensed financial advice provider. Any information we provide is general only and current at the time.
This week, Leighton and José host Erik Zydervelt from Mevo.
Electric transportation seems to be everywhere at the moment with Elon Musk making the news daily and the large traditional car companies moving into the EV space in a big way. If you've ever wanted to know more about how the industry operates, who the players are and what the immediate and long term challenges are for the sector, this is your chance.
Lunch Money is made for you, by Shareises.
Episodes are recorded fortnightly. Register for upcoming episodes and submit your questions over on Crowdcast (https://www.crowdcast.io/sharesies). If there are any companies, fund managers, or other special guests you’d like to see on Lunch Money, flick us an email at events@sharesies.co.nz to let us know!
Subscribe to the Lunch Money email newsletter for bite-sized market updates three times a week: https://www.sharesies.nz/lunch-money
Or, if you’re looking for a daily recap of the events shaping the New Zealand, Australian, and US share markets, tune in to our Recap podcast: https://www.sharesies.nz/recap
Investing involves risk. You aren’t guaranteed to make money, and you might lose the money you start with. We don’t provide personalised advice or recommendations—for specific advice, speak to a licensed financial advice provider. Any information we provide is general only and current at the time.
This week, Erin (Sharesies' Head of Finance) hosts a special World Investor Week panel discussion.
Erin and the panel discuss due diligence; what it is, how you do it and where to get information so you can make an informed choice about where to place your investments.
On the panel is Gillian Boyes the Investor Capability Manager for the Financial Markets Authority; Victoria Harris, founder of The Curve and Portfolio Manger at Devon Funds Management and Sharesies co-CEO Leighton Roberts.
Lunch Money is made for you, by Shareises.
Episodes are recorded fortnightly. Register for upcoming episodes and submit your questions over on Crowdcast (https://www.crowdcast.io/sharesies).
If there are any companies, fund managers, or other special guests you’d like to see on Lunch Money, flick us an email at events@sharesies.co.nz to let us know! Subscribe to the Lunch Money email newsletter for bite-sized market updates three times a week: https://www.sharesies.nz/lunch-money
Or, if you’re looking for a daily recap of the events shaping the New Zealand, Australian, and US share markets, tune in to our Recap podcast: https://www.sharesies.nz/recap
Investing involves risk. You aren’t guaranteed to make money, and you might lose the money you start with. We don’t provide personalised advice or recommendations—for specific advice, speak to a licensed financial advice provider. Any information we provide is general only and current at the time.
This week, Leighton and Sonya host Michael Bennetts, the CEO of Z Energy. Michael discusses the company's outlook in a predominately electric future and the reasons behind changes at Marsden Point and what it means for NZ's fuel security.
Lunch Money is made for you, by Shareises.
Episodes are recorded fortnightly. Register for upcoming episodes and submit your questions over on Crowdcast (https://www.crowdcast.io/sharesies). If there are any companies, fund managers, or other special guests you’d like to see on Lunch Money, flick us an email at events@sharesies.co.nz to let us know!
Subscribe to the Lunch Money email newsletter for bite-sized market updates three times a week: https://www.sharesies.nz/lunch-money
Or, if you’re looking for a daily recap of the events shaping the New Zealand, Australian, and US share markets, tune in to our Recap podcast: https://www.sharesies.nz/recap
Investing involves risk. You aren’t guaranteed to make money, and you might lose the money you start with. We don’t provide personalised advice or recommendations—for specific advice, speak to a licensed financial advice provider. Any information we provide is general only and current at the time.
This week, Leighton and Brooke host Peter Beck the CEO of Rocket Lab. Peter breaks down the different components that make up Rocket Lab, how they execute space launches and looks to future missions.
Lunch Money is made for you, by Shareises.
Episodes are recorded fortnightly. Register for upcoming episodes and submit your questions over on Crowdcast (https://www.crowdcast.io/sharesies). If there are any companies, fund managers, or other special guests you’d like to see on Lunch Money, flick us an email at events@sharesies.co.nz to let us know!
Subscribe to the Lunch Money email newsletter for bite-sized market updates three times a week: https://www.sharesies.nz/lunch-moneyOr, if you’re looking for a daily recap of the events shaping the New Zealand, Australian, and US share markets, tune in to our Recap podcast: https://www.sharesies.nz/recap
Investing involves risk. You aren’t guaranteed to make money, and you might lose the money you start with. We don’t provide personalised advice or recommendations—for specific advice, speak to a licensed financial advice provider. Any information we provide is general only and current at the time.
This week we host author and finance commentator Mary Holm. Mary discusses ways to create an investment portfolio and answers a lot of viewer questions in an extended Q&A session.
Be in the draw to win a $50 top-up to your Sharesies Wallet!
Share your thoughts on Lunch Money and go in the draw to win. There are five $50 prizes to be won and you’ll be helping us make Lunch Money better. https://jess1087.typeform.com/to/KadTFWwl
One entry per person. Entries are only valid on completion of the survey. Entries close at 9 AM, 1 October 2021.
Lunch Money is made for you, by Shareises.
Episodes are recorded fortnightly. Register for upcoming episodes and submit your questions over on Crowdcast (https://www.crowdcast.io/sharesies). If there are any companies, fund managers, or other special guests you’d like to see on Lunch Money, flick us an email at events@sharesies.co.nz to let us know! Subscribe to the Lunch Money email newsletter for bite-sized market updates three times a week: https://www.sharesies.nz/lunch-money. Or, if you’re looking for a daily recap of the events shaping the New Zealand, Australian, and US share markets, tune in to our Recap podcast: https://www.sharesies.nz/recap
Investing involves risk. You aren’t guaranteed to make money, and you might lose the money you start with. We don’t provide personalised advice or recommendations—for specific advice, speak to a licensed financial advice provider. Any information we provide is general only and current at the time.
This week, Brooke Roberts (Sharesies co-CEO) and Alice Rountree (Sharesies' financial analyst) host Grant Webster, CEO of Tourism Holdings Limited. Grant discusses the challenging year for THL, opportunities for the future and learnings from the Ihumātao protest.
Lunch Money is made for you, by Shareises.
Episodes are recorded weekly. Register for upcoming episodes and submit your questions over on Crowdcast (https://www.crowdcast.io/sharesies).
If there are any companies, fund managers, or other special guests you’d like to see on Lunch Money, flick us an email at events@sharesies.co.nz to let us know! Subscribe to the Lunch Money email newsletter for bite-sized market updates three times a week: https://www.sharesies.nz/lunch-money
Or, if you’re looking for a daily recap of the events shaping the New Zealand, Australian, and US share markets, tune in to our Recap podcast: https://www.sharesies.nz/recap
Investing involves risk. You aren’t guaranteed to make money, and you might lose the money you start with. We don’t provide personalised advice or recommendations—for specific advice, speak to a licensed financial advice provider. Any information we provide is general only and current at the time.
This week on Lunch Money, Leighton Roberts (Sharesies' co-CEO) and Alice Rountree (Sharesies' financial analyst) host Ross Taylor, the CEO of Fletcher Building Limited. Ross will be discussing what's been a rollercoaster of a year for the company and what Fletcher's future plans are.
If you have any questions, email us at any time at help@sharesies.co.nz. If there are any companies, fund managers, or other special guests you’d like to see on Lunch Money going forward, flick us an email at events@sharesies.co.nz to let us know!
For more market news, subscribe to our Lunch Money market updates—bite-sized emails on the New Zealand, Australian, and US share markets and the wider economy, written by Sharesies’ Lead Dealer, Sophie Goodwin: https://www.sharesies.nz/lunch-money
This week on Lunch Money, Leighton Roberts, Sonya Williams, and Brooke Roberts (Sharesies founders and co-CEOs) jump on the mics to have a chat.
In this session they talk about Sharesies and where it's going, general investment strategies, address feature requests and answer questions from Sharesies investors.
If you have any questions, email us at any time at help@sharesies.co.nz. If there are any companies, fund managers, or other special guests you’d like to see on Lunch Money going forward, flick us an email at events@sharesies.co.nz to let us know!
For more market news, subscribe to our Lunch Money market updates—bite-sized emails on the New Zealand, Australian, and US share markets and the wider economy, written by Sharesies’ Lead Dealer, Sophie Goodwin: https://www.sharesies.nz/lunch-money
This week on Lunch Money, Leighton Roberts (Sharesies' co-CEO) and Alice Rountree (Sharesies' financial analyst) hosts a discussion about the recent OCR (Offical Cash Rate) announcement by the Reserve Bank.
They're joined by the Chief Economist for Deloitte New Zealand, Zoe Wallis. In the ensuing chat they talk about what the OCR is, how it's used by the Reserve Bank to control the economy, what the decision to hold the OCR at 0.25 percent means for investors and if the OCR is even still fit for purpose.
If you have any questions, email us at any time at help@sharesies.co.nz. If there are any companies, fund managers, or other special guests you’d like to see on Lunch Money going forward, flick us an email at events@sharesies.co.nz to let us know!
For more market news, subscribe to our Lunch Money market updates—bite-sized emails on the New Zealand, Australian, and US share markets and the wider economy, written by Sharesies’ Lead Dealer, Sophie Goodwin: https://www.sharesies.nz/lunch-money
This week on Lunch Money, Erin Moriarty (Sharesies' Head Finance) hosts a Money Week Special with no less than three special guests.
Joining Erin is Tom Hartmann the managing editor at sorted.org.nz, Sam Stubbs, the co-founder and managing director of Simplicity, a non profit fund manager and Kiwisaver provider and last but not least Sonya Williams, a Sharesies co-founder and CEO.
In the discussion they talk about the impact of Covid-19 on how Kiwis view money and investing, financial wellbeing and they demystify key money topics.
If you have any questions, email us at any time at help@sharesies.co.nz. If there are any companies, fund managers, or other special guests you’d like to see on Lunch Money going forward, flick us an email at events@sharesies.co.nz to let us know!
For more market news, subscribe to our Lunch Money market updates—bite-sized emails on the New Zealand, Australian, and US share markets and the wider economy, written by Sharesies’ Lead Dealer, Sophie Goodwin: https://www.sharesies.nz/lunch-money
This week on Lunch Money, Alice Rountree (Sharesies' Financial Analyst) and Shak Lala (Investments & International) have a really interesting discussion with Temuera Hall from TAHITO funds, an ethical fund manager that uses Māori values, principles and behaviours as its foundation.
If you have any questions, email us at any time at help@sharesies.co.nz.
If there are any companies, fund managers, or other special guests you’d like to see on Lunch Money going forward, flick us an email at events@sharesies.co.nz to let us know!
For more market news, subscribe to our Lunch Money market updates—bite-sized emails on the New Zealand, Australian, and US share markets and the wider economy, written by Sharesies’ Lead Dealer, Sophie Goodwin: https://www.sharesies.nz/lunch-money
This week on Lunch Money, Sonya Williams (Sharesies' Co-Founder) and Alice Rountree (Sharesies' Financial Analyst) have a good old yarn with Gary Rohloff the co-founder and managing director of Laybuy, one of the big players in the local BNPL sector. They discuss the origins of the company, its business model and issues around sector regulation; as well as where the company is focussing on next.
If you have any questions, email us at any time at help@sharesies.co.nz. If there are any companies, fund managers, or other special guests you’d like to see on Lunch Money going forward, flick us an email at events@sharesies.co.nz to let us know!
For more market news, subscribe to our Lunch Money market updates—bite-sized emails on the New Zealand, Australian, and US share markets and the wider economy, written by Sharesies’ Lead Dealer, Sophie Goodwin: https://www.sharesies.nz/lunch-money
This week on Lunch Money, Brooke Roberts (Sharesies' Co-Founder) and Alice Rountree (Sharesies' Financial Analyst) host a chat with Debbie Birch. Debbie is the chairperson of IWIinvestor a New Zealand Māori-owned investment and financial advisory service. We'll be talking to her about Māori based investment and her career advising and helping various iwi and businesses achieve their goals, financial or otherwise. If you have any questions, email us at any time at help@sharesies.co.nz. If there are any companies, fund managers, or other special guests you’d like to see on Lunch Money going forward, flick us an email at events@sharesies.co.nz to let us know! For more market news, subscribe to our Lunch Money market updates—bite-sized emails on the New Zealand, Australian, and US share markets and the wider economy, written by Sharesies’ Lead Dealer, Sophie Goodwin: https://www.sharesies.nz/lunch-money
This week on Lunch Money, Leighton Roberts (Sharesies' Co-Founder) and Alice Rountree (Sharesies' Financial Analyst) get an info dump from Ilan Israelstam, the co-founder of Betashares. Betashares is a fund manager providing ETFs and other Funds traded on the Australian Securities Exchange (ASX). We'll be talking to him about Betashares, ETFs and the Australian market.
If you have any questions, email us at any time at help@sharesies.co.nz. If there are any companies, fund managers, or other special guests you’d like to see on Lunch Money going forward, flick us an email at events@sharesies.co.nz to let us know!
For more market news, subscribe to our Lunch Money market updates—bite-sized emails on the New Zealand, Australian, and US share markets and the wider economy, written by Sharesies’ Lead Dealer, Sophie Goodwin: https://www.sharesies.nz/lunch-money
This week on Lunch Money, Leighton Roberts (Sharesies' Co-Founder) and Alice Rountree (Sharesies' Financial Analyst) catch up with David Darling, the CEO of Pacific Edge. Pacific Edge is a Dunedin-based company that’s listed on the NZX, and specialises in developing cancer diagnostic tests. David talks us through the fascinating history of this life saving company, an overview of products and the markets they operate in and what is the future for David now he's stepping away from the company after 20 years.
If you have any questions, email us at any time athelp@sharesies.co.nz. If there are any companies, fund managers, or other special guests you’d like to see on Lunch Money going forward, flick us an email atevents@sharesies.co.nzto let us know!
For more market news, subscribe to our Lunch Money market updates—bite-sized emails on the New Zealand, Australian, and US share markets and the wider economy, written by Sharesies’ Lead Dealer, Sophie Goodwin:https://www.sharesies.nz/lunch-money
This week on Lunch Money, Brooke Roberts (Sharesies' Co-Founder) and Alice Rountree (Sharesies' Financial Analyst) have chat with catch up with Grant Straker, the co-founder and CEO of NZ based (but ASX listed) Straker Translation. Grant talks through how he and his team run a company with global clients from NZ, how they use AI translation and why he decided to list on the Australian market rather than NZ.
If you have any questions, email us at any time athelp@sharesies.co.nz. If there are any companies, fund managers, or other special guests you’d like to see on Lunch Money going forward, flick us an email atevents@sharesies.co.nzto let us know!
For more market news, subscribe to our Lunch Money market updates—bite-sized emails on the New Zealand, Australian, and US share markets and the wider economy, written by Sharesies’ Lead Dealer, Sophie Goodwin:https://www.sharesies.nz/lunch-money
Sharesies' Lauren Croft and Alice Rountree are joined on Lunch Money this week by Barry Coates. Barry is the founder and CEO of Mindful Money, an organisation that seeks to promote ethical investment in both Kiwisaver and investment funds. Barry offers up a basic 101 on how to make sure you're putting your money where it can do the most good.
Lunch Money is produced by Sharesies
Barry's slides can be viewed below
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Investment impact
This week on Lunch Money, Brooke Roberts (Sharesies' Co-Founder) and Alice Rountree (Sharesies' Financial Analyst) catch up with Australian-based financial journalist Jessica Sier to chat about all things Australian Securities Exchange (ASX). Jessica has spent time covering carmakers in Europe for Dow Jones Newswires and capital markets and technology for The Australian Financial Review. She tells us a little about the Australian commodity sector and provides some handy tips around building valuable investing habits.
This week, we have a returnee to Lunch Money! Brooke Roberts (Sharesies' co-founder) and Alice Rountree (Sharesies' Financial Analyst) talk to Phillippa Harford, Chief Financial Officer (CFO) of NZX-listed company Infratil (IFT).Phillippa touches on Infratil's latest financial results and what we can expect Infratil to focus on in the future. Acquisitions and climate change also make appearances in the chat—listen in to hear how these topics fit in with Infratil's business.
If you'd like to check out Phillippa's previous Lunch Money episode listen to it here.
On this special 2021 Government Budget edition of Lunch Money, Sharesies' co-founders Leighton Roberts and Sonya Williams chat to journalist Jenée Tibshraeny from interest.co.nz. The crew dive into the recent Government Budget and Reserve Bank's latest announcement on the Official Cash Rate (OCR), and covers what this might mean for you as an investor. Jenée also gives us insight into one of the lingering curiosities you may have, by telling us what exactly happens on Budget Day as a journalist.
Sharesies' Leighton Roberts and Erin Moriarty are joined on Lunch Money this week by Kirsty Godfrey-Billy, Chief Financial Officer (CFO) at ASX-listed company Xero. Kirsty gives us insight into Xero's latest financial results—chatting growth, share price movements, Xero's strategy and more.
This week on Lunch Money, Alice Rountree (Sharesies' Financial Analyst) and Lauren Croft (Sharesies' Product Owner) catch up with Victoria Harris from The Curve, an education platform providing investing and finance content to women globally. Victoria has over 10 years of experience in the investments industry, and is currently a Portfolio Manager at Devon Funds Management. She gives us an idea of what her day-to-day role looks like, provides some top tips and tricks for choosing what to invest in, and chats about the importance of championing women's financial literacy.
This week on Lunch Money, Brooke Roberts (Sharesies' co-founder) and Alice Rountree (Sharesies' Financial Analyst) chat to Brian Ward, CEO of ASX-listed company Aroa Biosurgery—a soft-tissue regeneration company that develops, manufactures and distributes medical and surgical products. Brian takes us through Aroa's business model, and reflects on Aroa's journey to becoming an ASX-listed company.
This week on Lunch Money, Brooke Roberts (Sharesies' co-founder) and Alice Rountree (Sharesies' Financial Analyst) are joined by Ralph Highnam, CEO of ASX-listed company Volpara Health Technologies (VHT). Volpara Health is an NZ-based medical research, development and manufacturing company. Ralph tells us who Volpara are and what they're all about, and gives us further insight into his role within the company.
This week, Sonya Williams (Sharesies' co-founder) and Angus Watson (Sharesies' Head of Investments) chat to Scott Phillips, Chief Investment Officer at The Motley Fool Australia. Scott fills us in about what’s happening in the Australian share market and economy, key things to keep an eye on in the Australian economy as an investor, and how the Australian share market has performed over time.
This week on Lunch Money, we've got a special episode to celebrate the launch of Australian shares on Sharesies! Our hosts and Sharesies' co-founders Leighton and Brooke are joined by Australia-based Victoria Devine; multi-award-winning financial adviser, and founder and host of podcast and Facebook group She's on the Money.
We chat all things Australian share market and economy—including why people invest in Aussie companies and funds, things to look out for, and how to choose what to invest in.
This week on Lunch Money Lauren (Sharesies' Product Owner) & Leighton (3EO) are joined by Scott Scoullar, CEO of dual-listed Summerset Group Holdings (SUM). Scott chats about his journey to his role at Summerset, highlights what make Summerset different from other market players and touches on future strategy.
This week on Lunch Money, Sonya & Leighton are joined by Todd Hunter, CEO of Turners Automotive Group (TRA). Turners provides financial services, as well as vehicle auctions and insurance. Todd gives us some background info about Turners, and chats about the impact of COVID-19 on the business.
This week on Lunch Money, Sonya Williams (Sharesies co-founder and co-CEO) and Gus Watson (Sharesies Head of Investments) are joined by Brad Olsen, Senior Economist and Director at Infometrics. Brad is a leading economic commentator across New Zealand who focuses on getting useful information to businesses, decision-makers, and the public.
We're joined by Darrin Grafton, CEO of Serko (SKO), an NZ and AU listed company. Started in 2007, Serko builds innovative, integrated travel and expense solutions. Darrin chats to us about his role in the company, his vision for Serko, and how business travel is adjusting to the 'new normal'.
Sharesies' co-founders and Lunch Money hosts Sonya and Leighton are joined by Sophie Moloney, CEO of Sky Network TV. Sophie chats about her role, strategy and what the future holds for Sky TV.
For this special episode of Lunch Money to celebrate International Women's Day (8 March 2021), Sonya and Brooke were joined by journalist Frances Cook (Cooking the Books, New Zealand Herald), and Kendall Flutey from Banqer to chat all things women and investing.
Join us for a special episode of Lunch Money, where our co-founders Brooke Roberts, Sonya Williams, and Leighton Roberts, dove into what's been happening in the US share markets this past week, specifically with volatile investments like GameStop (GME) and AMC Entertainment (AMC).
Sonya and Leighton chat to Mandy Simpson, Chief Digital Officer at Z Energy. Mandy fills us in on her role at Z Energy, chats about the challenges faced by the company, and what the future might look like for them going forward.
Sonya and Leighton chat to Oliver Mander, the new Chief Executive of the New Zealand Shareholders’ Association (NZSA). Oliver gives us some insight into the NZ Shareholders Association, such as the history of the organisation and how the NZSA promotes and protects the interests of investors.
Ruby and Sonya are joined by Craig Herbison, CEO of mobile engagement company Plexure. This company's platform is used globally for analysing purchases and contextual data, and tailoring messaging to individual customers. Craig gives some insight into his role at Plexure, and talks about how McDonalds (yes, that Maccas!) fits into Plexure's business strategy.
This week, Ruby from our very own Customer Care team and Leighton are joined by Blair DuQuesnay, an investment adviser at Ritholtz Wealth Management and personal finance blogger at The Belle Curve. She chats to Ruby and Leighton about the events of the current US Presidential Election, and how the US markets are responding to this. Blair also dives into exchange-traded funds (ETFs), and talks about her philosophy for choosing ETFs.
This week, Sonya and Leighton are joined by Justine Smyth CNZM. Justine is the Chair of Spark NZ, the Chair of The Breast Cancer Foundation NZ, and a Director of Auckland International Airport. She explains the differences between a company board, Chair, and Director, as well as governance structure. Justine also gives us insight into her personal journey as a woman in a leadership role, and raises the importance of gender diversity on boards and leadership teams.
Sonya and Leighton are joined by Jenée Tibshraeny, journalist at interest.co.nz, for a very special NZ election episode of Lunch Money! Jenée chats about the election results and how it might impact the economy, housing, the share market, and more.
Sonya and Leighton are joined by Mike Taylor, the founder and CEO of Pie Funds and Chairman of the Investment Committee. Mike jargon-busts the difference between managed and exchange-traded funds (ETFs), touches on the socially responsible investing strategy, and explains how fund managers are adapting to market volatility.
This week, Sonya and Leighton are joined by Roger Sharp from North Ridge Partners. Roger is a technology Chair, investor and advisor with 30 years' experience, who talks about how he started his investing journey, to the key lessons he's taken on board from investment failures along the way. Roger also chats about his involvement in the travel and tech sectors, and the impacts he's seeing from COVID-19 on businesses in these industries.
Sonya and Leighton are joined by Antonia Watson, CEO of bank and financial service provider ANZ New Zealand, to chat about strategy, customer outcomes and stakeholder management. Antonia also speaks about the impact of COVID-19 and the importance of digital innovation.
Sonya and Leighton are joined by Bruce Gordon, CEO of mobile commerce and electronic payments company Pushpay Holdings, to talk about how Pushpay started, why churches in North America are their target market, and what their plans are for the future.
Sonya and Leighton are joined by Lewis Gradon, CEO of Fisher & Paykel Healthcare, to talk about the impact that COVID-19 has had on the business, research and development for the future, and growing their manufacturing capacity in Mexico.
Sonya and Leighton are joined by business journalist Rod Oram for a deep dive into the US economy, US elections, and what the current share market volatility means for investors (featuring a bonus story about Rod interviewing Warren Buffet on the eve of the 1987 market crash!).
To celebrate the launch of US shares on Sharesies, Brooke and Leighton are joined by Sharesies' Product Manager John Scully for an 'Ask Me Anything' session about US shares!
To celebrate the launch of US shares on Sharesies, Sonya and Leighton are joined by US-based financial consultant Tyrone Ross for an intro to the US share market, the key things to look out for when you're investing in the US, and how to choose which US companies and funds to invest in!
Sonya and Shannon are joined by Mike Fuge, CEO of energy generator and digital retailer Contact Energy, to talk about sustainability, Tiwai Point, Contact Energy's plans for the future, and more.
It's Sorted Money Week, an annual campaign aimed at raising New Zealanders' financial capability. Leighton and Sonya are joined by Julian Travaglia (General Manager of Retail at Public Trust) and Tom Hartmann (Managing Editor at Sorted) to chat about investing, wills, KiwiSaver, and more!
Leighton and Shannon are joined by Hugh Stevens, CEO of fund manager Smartshares, for a deep-dive into exchange-traded funds; what they are and how they might fit into your investment portfolio.
Gus and Zoe are joined by Asantha Wijeyeratne, CEO and co-founder of PaySauce—an NZX-listed company that develops software for payroll solutions.
John and Leighton are joined by Leon Clement, CEO of Synlait Milk Limited, a B Corp and NZX-listed dairy processing company.
In 2019, Sharesies became a Certified B Corporation® and joined a community of businesses committed to being a force for good. To celebrate B Corp month, Brooke and Leighton are joined by Andrew Davies, CEO of B Lab Australia and New Zealand, to talk about B Corps (like Synlait, Kathmandu, and Sharesies!).
Sonya and Leighton are joined by Brad Olsen, Senior Economist at Infometrics, to deep dive into the economic impacts of COVID-19 and what our 'new normal' might look like in the years ahead.
Sonya and Leighton share the story of Sharesies; how Sharesies began, what's led us here today, and our vision for the future.
Sonya and Leighton are joined by interest.co.nz journalist Jenée Tibshraeny to talk about quantitative easing and its impact on investors, following the Reserve Bank of New Zealand's announcement about the official cash rate.
Sonya and Leighton are joined by Mark Lucas, Executive Director and CEO of Cannasouth Limited, an NZX-listed biopharmaceutical research and development company.
Leighton and Erin (Sharesies' Head of Finance) are joined by Frances Cook, author of 'Tales From a Financial Hot Mess' and Head of Podcasts for NZ Herald, Newstalk ZB, and Radio Sport. Frances hosts the popular personal finance podcast 'Cooking the Books', and is a regular guest on Newstalk ZB shows to talk about personal finance issues.
Leighton and Gus are joined by Phillippa Harford, CFO of Infratil, an NZX listed company that invests in infrastructure businesses that provide essential services to communities and individuals.
In this episode, Leighton is joined by Gus, Sharesies' new Investments Manager, to talk about what an Investments Manager does, key trends we've seen in the share market over the last couple of months, and what impacts we’re seeing on NZX-listed companies now.
Sonya and Leighton are joined by Victoria Potarina,CEO of TruScreen, an NZX listed company that develops, manufactures, and sells cancer detection devices and systems.
In this episode, John Berry (CEO and Director of Pathfinder Asset Management) joins the session to talk about ethical investing, KiwiSaver, and what’s happening in the world at the moment.
John (Product Manager) from our team joins Sonya and Leighton to talk about how we choose what features to build, how we build them, and what's coming up next.
In this episode, Sophie (Lead Dealer) and Jess (Senior Product Designer) joins Sonya and Leighton to talk about the order process at Sharesies.
Sonya and Leighton are joined by Hardy (Head of Operations) and Zoe (Operations Associate) to talk about tax and corporate actions.
In this episode of Lunch Money, Sonya and Leighton are joined by Richard (Sharesies’ Chief Technology Officer) and Natalie (Sharesies’ General Counsel) to talk about security at Sharesies, and how we keep your money and investments safe.
Hosted by Sharesies’ co-founders Sonya Williams and Leighton Roberts, this Lunch Money episode covers what’s happening in the news, and what it means for your investments. We also take questions from the crowd about money, investing, and Sharesies as a business.