Shared Lunch

Buying the whole haystack–Vanguard's Total World Fund

Wed, 15 Apr 2026 17:30:00 +0000

Could diversification across 10,000 global companies can help protect your wealth against volatility? Kathy Kellert, Vanguard’s Head of Equity Index Product, talks to us about Vanguard Total World Fund (VT), and responding to supply shocks and inflation without compromising long-term strategy.

Hear why Kathy believes timing the market is "paralyzing," and the hidden costs of holding cash during a recession. We explore the classic "core-satellite" strategy, which pairs steady index funds with high-growth bets like AI, and why VT’s global portfolio remains 60% US investments, while keeping an eye on markets like India and Brazil.

Plus, Kathy traces how geopolitical events, from 1960s shocks to modern conflicts, typically result in positive returns within twelve months.

For more places to follow Shared Lunch—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.

Appearance on Shared 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.

Bite: Are we heading toward stagflation?

Tue, 14 Apr 2026 01:52:37 +0000

In this bonus clip, economist Brad Olsen unpacks the risk of stagflation, where inflation rises but economic growth stalls and why it’s back on the radar. With oil shocks, global uncertainty, and pressure building across the economy, we explore what could trigger it and how today’s environment compares to the past.

This bite is from our latest episode of Shared Lunch.

Appearance on Shared 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.

OCR holds, rates rise? Brad Olsen explains

Wed, 08 Apr 2026 17:30:00 +0000

Principal Economist and CEO of Infometrics Brad Olsen unpacks the Reserve Bank's decision to hold the Official Cash Rate at 2.25%, and what’s happening with inflation and your mortgage.

What has the Reserve Bank said about inflationary pressures, and the oil-driven price shocks hitting businesses and households? Brad walks through the longer-term wholesale swap rates already pushing fixed mortgage rates higher, and shares Infometrics' forecast for rate rises.

Plus, the sectors where investors might find relative shelter from volatility, and the power of diversification.

Appearance on Shared 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.

Bite: Infratil's AI infrastructure bet

Mon, 06 Apr 2026 21:03:49 +0000

How big is the AI opportunity—really?

In this bonus clip, Infratil CEO Jason Boyes breaks down why data centres sit at the centre of the AI boom. From surging demand driven by AI agents to the real-world returns already showing up in businesses, we explore why they think it could be one of their biggest investment calls of this decade.

This bite is from our previous episode with Infratil.

Appearance on Shared 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.

Infratil’s “biggest call of our careers”

Wed, 01 Apr 2026 16:30:00 +0000

How will all the spending on AI translate to bottom-line results? Infratil CEO Jason Boyes spends his days and nights thinking about data centers, and he has thoughts about where investors could see real returns.

We’re talking about the “defensive” nature of Infratil’s $11B infrastructure portfolio, and the impacts Jason anticipates from interest rate rises and shifting geopolitics. Hear about the outlook for portfolio assets from solar farms in Texas to runways in Wellington, and what’s different about the cooling technology in Infratil’s Canberra Data Centres.

Plus, why Jason believes the market is still sleeping on US renewable energy developer, Longroad.

Appearance on Shared 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.

Bonus bite: The retail investor edge

Mon, 30 Mar 2026 20:02:10 +0000

How do retail investors stack up against institutional?

In this bonus clip, Centuria Co-CEO Jason Huljich explains why that’s not always the case—sharing how retail investors can be more flexible, more loyal, and ultimately more valuable over the long term.

From building an investor base from zero to managing tens of thousands today, this is a perspective you don’t often hear in funds management.

This bite is from our episode with Centuria Capital.

Appearance on Shared 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 property fund for the future economy

Wed, 25 Mar 2026 16:30:00 +0000

Meet Jason Huljich, co-CEO of ASX 200 property fund manager Centuria Capital. Since the 90s, Centuria has built an empire worth $22B, managing 150 funds spanning from industrial warehouses to private credit.

Why does Jason believe the work from home shift is finally stabilising—and how is it impacting office supply vs demand? How do you offset the risks of lending billions to residential developers during a housing crisis? Why does Centuria use 26 different banks?

We discuss Centuria’s expansion from bricks and mortar into digital infrastructure and alternative assets—and partnering with Nvidia to build "AI factory" data centres, using liquid immersion technology to cool high-powered processors.

Plus, hear Jason’s view on luring workers back to the office with saunas.

Appearance on Shared 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.

Bite: Why Australia loves dividends

Sun, 22 Mar 2026 23:30:00 +0000

Australia has one of the strongest dividend cultures in the world.

We unpack how the franking credit system shapes investor behaviour, why income is such a central part of the Australian market, and how structures like listed investment companies aim to smooth dividends even through downturns.

This bite is from our episode ‘AFIC's hundred-year long game’.

Appearance on Shared 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.

AFIC's hundred-year long game (Australian Foundation Investment Company)

Wed, 18 Mar 2026 16:30:00 +0000

Does consistency and patience win in the end? Geoff Driver is General Manager at Australian Foundation Investment Company (AFIC), the century-old ASX mainstay managing $10B in assets. Amid an upcoming CEO transition and questions about performance, Geoff explains why he remains confident in AFIC’s philosophy of seeking resilient businesses with quality balance sheets.

So, why does AFIC avoid “cyclical” sectors like gold and small-caps, even when they’re having a strong run? How does AFIC’s listed investment company (LIC) structure work, and how is it different from the “open-ended” structure of an ETF?

We examine Australia’s obsession with dividends, the technicalities and the benefits for different tax brackets, the power of the franking credit system, and why Geoff believes it creates a fairer market for individual shareholders.

Plus, why AFIC won’t be starting a big international portfolio anytime soon.

Appearance on Shared 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.

Bite: The $750B race to build AI infrastructure

Tue, 17 Mar 2026 16:30:00 +0000

Nvidia’s growth is tied to a massive global build-out of AI infrastructure — but most of the spending isn’t coming from consumers. It’s coming from hyperscalers like Amazon, Microsoft, Meta and Google pouring hundreds of billions into data centres and AI chips.

We unpack whether that spending boom can continue, why Big Tech is now turning to debt markets to fund it, and what happens if expectations around AI start to cool.

This bite is from our episode ‘The winners and losers of an AI revolution’.

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.

Appearance on Shared 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.

Bite: Building a town from scratch

Sun, 15 Mar 2026 16:30:00 +0000

Just south of Auckland, a massive development is underway that could become home to 60,000 people. Kiwi Property CEO Clive Mackenzie explains the vision behind Drury — a 50-hectare mixed-use town centre designed to support Auckland’s southward growth.

From securing anchor tenants like Costco and New World, to working with government on transport, infrastructure and community facilities, we unpack what it actually takes to build a town from the ground up.

This bite is from our episode ‘Kiwi Property’s retail “fortress”’.

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.

Kiwi Property’s retail “fortress”

Wed, 11 Mar 2026 16:30:00 +0000

Clive Mackenzie is CEO of Kiwi Property, the developer transforming New Zealand's "Golden Triangle" through massive urban projects. Clive believes Sylvia Park will be a self-sustaining satellite city within two decades, in line with a global trend of turning shopping centres into massive, mixed-use metropolitan areas that act as giant spending magnets.

We break down Kiwi Property’s $3B portfolio, and why they’ve sold off some major assets to double down on "fortress" locations. Hear how they secured the only New Zealand locations for retail icons like Zara and IKEA, and the process of developing an entire town, the 50-hectare, 60,000-resident Drury project.

Clive shares why he’s focused on metrics like "sales per square meter", how retail comes down to the survival of the fittest, and why physical stores are thriving thanks to enhanced in-store experiences.

Appearance on Shared 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.

The winners and losers of an AI revolution

Wed, 04 Mar 2026 16:30:00 +0000

Is the golden age of software over? Andrew Curtayne, tech sector specialist at Milford Asset Management, puts the industry under the microscope. While hardware giants like Nvidia are still projecting heady numbers, software providers like Salesforce are under threat from AI tools that enable anyone to write code.

With the central AI chip manufacturer sold out until 2028, what does that mean for the supply chain? Why do the biggest tech companies need to tap debt markets to fund a trillion-dollar construction spree? We discuss the "doomsday" scenario for white-collar jobs being automated, and why the market is currently favouring unglamorous sectors like consumer staples.

Plus, the coming energy battle over data centers, $50 billion facilities that can consume as much power as a small city.

Appearance on Shared 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.

Bite: Is plant-based milk overhyped? a2 CEO's take.

Tue, 03 Mar 2026 00:26:08 +0000

Are plant-based milks really disrupting dairy?

David Bortolussi, CEO of The a2 Milk Company, says not so fast. In this bite, he explains why a2 is doubling down on its A1 protein-free dairy proposition — and why plant-based isn’t part of the core strategy.

With US sales up 29% and profitability targeted for FY27, David shares why he believes premium dairy is back in growth — and why a2 will never produce a product containing A1 protein.

This bite is from our episode ‘The a2 Milk comeback: Ponies, tennis, and billions’.

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.

See omnystudio.com/listener for privacy information.

The a2 Milk comeback: Ponies, tennis, and billions

Wed, 25 Feb 2026 16:30:00 +0000

David Bortolussi, CEO of The a2 Milk Company, tells us how the premium dairy pioneer has put the global pandemic in the rearview and is aiming for a $2 billion sales target. He shares the inside story of coming back from "rapid decline" to share price gains.

Find out why David isn’t worried about declining Chinese birth rates, and how the company is shifting its strategy towards e-commerce. David shares a2’s goal to reach profitability in the US by 2027, helped along by the “Make America Healthy Again” movement, and the challenges of getting traction in India. How did a2 use the My Little Pony brand to blow up on Chinese social network RedNote? How did it become the first-ever dairy partner of the Australian Open? And are plant-based milks actually a threat to dairy?

Plus, with a strong position in the global infant formula market, learn why David now believes "senior nutrition" for the over-60s is the next big opportunity.

Appearance on Shared 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.

Bite: Should KiwiSaver go to 5%… or even 12%?

Mon, 23 Feb 2026 16:30:00 +0000

Is 3% giving Kiwis a false sense of retirement security?

We unpack the growing debate around lifting KiwiSaver contribution rates and comparisons being drawn to Australia’s 12% super system. Would higher compulsory contributions better prepare us for retirement, or risk widening inequality by pushing more people to opt out?

This bite explores whether we’re really ready to contribute more — and what it would take to make it fair.

This bite is from our episode ‘The KiwiSaver wake-up call’.

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. 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.

Appearance on Shared 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.

The KiwiSaver wake-up call

Wed, 18 Feb 2026 16:30:00 +0000

Was the 3% contribution rate always wrong? We sit down with Greg Smith from Generate KiwiSaver and Matt Macpherson from Sharesies to discuss the state of retirement. KiwiSaver membership is growing for both Generate and Sharesies, but Greg and Matt say that there’s a lot of work to do at the national level.

So why did the latest budget halve government incentives, and what’s happening with the higher contribution rates? Why are so many of us opting out of KiwiSaver altogether, while Australia sits on a $4.5 trillion retirement pool? Hear how more New Zealanders are actively switching their providers, and whether it’s time to close the "total remuneration" loophole.

Plus, hear why a weakening US dollar might be making your balance look red even when the market seems to be up.

Appearance on Shared 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 Ryman’s big reset working?

Wed, 11 Feb 2026 16:30:00 +0000

CEO Naomi James joins us to discuss leading a critical reset for Ryman Healthcare. The healthcare and property hybrid holds over $12 billion in assets, but the post-covid era has exposed its over-reliance on the housing market.

In this episode, Naomi reveals Ryman’s big shifts to achieve its first positive free cash flow in over a decade—and the tough calls along the way, including closing care centres and resetting the balance sheet.

With the 80-plus population set to double by 2050, is our healthcare system ready for the Baby Boomers? What’s happening with urgent aged care funding reforms, and what can we learn from Australia? Naomi talks about balancing resident outcomes and shareholder returns, and why a well-functioning retirement sector is foundational to the entire public health system.

Appearance on Shared 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.

Bite: Property FOMO is gone?

Sun, 08 Feb 2026 23:31:39 +0000

New Zealand’s love affair with property investing might be entering a new era. Economist Tony Alexander joined us to unpack what’s changed — from the end of decades-long falling interest rates, to shifting tax rules, tighter lending restrictions, and rising costs that are reshaping investor behaviour.

He explains why fewer everyday Kiwis may see property as the default path to wealth, and why first-home buyers are now driving a bigger share of the market.

This bite is a bonus from our episode ‘The end of the property era?’.

Appearance on Shared 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.

The end of the property era? Tony Alexander

Wed, 04 Feb 2026 16:30:00 +0000

Independent economist Tony Alexander explains why we’re moving away from housing as a primary retirement plan, as a thirty-year era of falling interest rates comes to an end. Get Tony’s take on the dominance of first-home buyers, and whether now’s the time to lock in a long-term mortgage rate.

Why does Tony believe the Reserve Bank will hike rates again before the year is out? What’s behind the widening gap between the Kiwi and Australian economies? Why are we getting mixed signals from central bank forecasting, and what’s behind Tony’s theory that current inflation models might be fundamentally broken?

Plus, why Tony calls your local council a “monopoly”—and why you can't escape it.

Appearance on Shared 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.

The 2026 investor’s survival guide: Part 2

Sun, 01 Feb 2026 17:00:00 +0000

Could the upcoming election mess with our economic recovery? Mark Lister reckons you should focus on "profits over politics" regardless of who wins. We’re joined by Mark, Director at Craigs Investment Partners, and Kiwibank Chief Economist Jarrod Kerr to break down what Kiwi investors can look for in 2026.

Find out how mortgage rates hitting 4% could finally wake up the property market and lure back investors. Jarrod questions whether the risk management departments in banks may have actually intensified our recession, and whether the power of the US dollar is changing.

Plus, why Mark says the Kiwi share market is traditionally the "high income" choice compared to the US, and how to tell if you’re ready for the volatility of crypto.

Appearance on Shared 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.

The 2026 investor’s survival guide: Part 1

Wed, 28 Jan 2026 17:00:00 +0000

In the first of two parts on what investors need to know in 2026, we discuss a world preoccupied with the Trump effect.

While markets like Japan and Europe outperformed the States last year, Craigs Investment Director Mark Lister and KiwiBank Chief Economist Jarrod Kerr explain why the US remains a major force. Closer to home, they outline how NZ is getting off its knees and into recovery mode. Is tech and AI concentration in the US S&P 500 something to be concerned about? Are lower interest rates leading to a broader recovery at home beyond dairy? What are the sectors to watch this year? Plus, investing in alternative assets as gold’s record-breaking run continues.

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.

See omnystudio.com/listener for privacy information.

Wealth kick #7: Looking for a man in finance

Tue, 27 Jan 2026 16:30:00 +0000

When do you stop going it alone with your money—and start getting advice? How do you know if you actually need a financial advisor, and how do you find one you can trust?

In the final episode of the Wealth Kick, we’re talking about what happens when DIY can only get you so far. We cover when it makes sense to bring in professional help, what green flags (and red flags) to look for in an advisor, and how good advice can give you clarity, confidence, and momentum.

Financial advisors Billy and Ed Glennie share what you should expect from a first meeting, Reagan White explains why an objective third set of eyes changed everything for him, and Sharesies co-CEO Brooke Roberts joins us to wrap up the series with a broader take on what “wealth” really means.

This is the seventh and final episode of the Wealth Kick, a limited series to change your perspective on money for the new year. Until the end of January, we’re serving up a little financial soul-searching, easy exercises you can use anywhere, and a few wacky stories.

The Wealth Kick podcast is brought to you by Sharesies Limited 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 can be found on our website.

Appearance on the podcast is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own.

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.

Sharesies Financial Limited provides the Spend service, including Investback. The Spend debit card is issued by Change Labs NZ Pty Ltd pursuant to license by Mastercard. Spend fees and Investback earn rate are subject to change.

See omnystudio.com/listener for privacy information.

Wealth kick #6: The witch of Wall Street

Sun, 25 Jan 2026 16:30:00 +0000

Now what? You’re not a beginner anymore, but you’re not a trader either. You’ve been investing for a while, and you understand the fundamentals—what comes next? Is it time to get more complicated, or just set and forget?

In this episode of the Wealth Kick, we explore a new money problem: the question of how to progress your investing. We’re talking about research and risks, consistency vs. curiosity—and whether you should be getting hands-on or staying at arm’s length.

Financial advisor Ed Glennie, Ruth Henderson from The Happy Saver, and Sharesies co-CEO Brooke Roberts give us their takes on what it means to be a more “advanced” investor.

This is the sixth episode of the Wealth Kick, a limited series to change your perspective on money for the new year. Until the end of January, we’re serving up a little financial soul-searching, easy exercises you can use anywhere, and a few wacky stories.

Appearance on the podcast 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.

Wealth Kick #5: The long run

Thu, 22 Jan 2026 16:30:00 +0000

What if you never had to work again? Well, you’ll get there someday—if you set yourself up for retirement.

It can be hard to get excited about your KiwiSaver account when retirement feels distant, but it’s your ticket to freedom. In this episode, we try to bring that far-off future a bit closer to home, with actions you can take now that could pay off later on. Listen in to debunk some old myths and check if you’re on track for the day you knock off for good.

This is the fifth episode of the Wealth Kick, a limited series to change your perspective on money for the new year. Until the end of January, we’re serving up a little financial soul-searching, easy exercises you can use anywhere, and a few wacky stories.

Appearance on the podcast 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.

Wealth kick #4: Back from the brink

Mon, 19 Jan 2026 16:30:00 +0000

Last time you heard from us, we talked budgets—how to stop feeling trapped and build a budget that suits you. Today’s episode is a little different: an extra chapter to tell one guy’s story.

We return to Reagan White from Where’s My Money with a tale of brutal interest rates and a mortgage that suddenly feels way less manageable. Reagan shares how close he came to losing everything—and how budgeting became a life raft to get back to safety.

This is the fourth episode of the Wealth Kick, a limited series to change your perspective on money for the new year. Until the end of January, we’re serving up a little financial soul-searching, easy exercises you can use anywhere, and a few wacky stories.

Disclaimer: 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 can be found on our NZ website.

Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own.

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.

See omnystudio.com/listener for privacy information.

Wealth kick #3: The joy of excel

Wed, 14 Jan 2026 16:30:00 +0000

Do we all really need a budget? And if we do… why does it feel so intimidating (and kind of boring)?
In this episode, we’re reframing budgeting as something a little less restrictive—and a lot more useful. You’ll hear why budgets aren’t about rules, and how a good budget can actually help you say yes to more of the awesome stuff in life.

We chat to Reagan White from Where’s My Money about how getting real with the numbers helped him avoid financial panic, and we ask Ruth Henderson (aka The Happy Saver) whow your personality can shape the kind of budget that actually sticks—especially when you’re budgeting with someone else.

Plus, we’ve got a simple activity to help you plan for those sneaky annual expenses (hello birthdays and Christmas) before they sneak up on you again.

This is the third episode of the Wealth Kick, a limited series to change your perspective on money for the new year. Until the end of January, we’re serving up a little financial soul-searching, easy exercises you can use anywhere, and a few wacky stories.

Appearance on Shared 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.

Wealth kick #2: The naked truth

Sun, 11 Jan 2026 16:30:00 +0000

Why is it so tough to confront important things head-on—including our money? Why does the first step feel so daunting, even when it’s a simple one? In this episode of the Wealth Kick, we go to battle with procrastination.

Find out why so many of us avoid looking at our spending, and get the nudge you need to take stock of your financial situation. Hear from the experts on how to stop stalling and look your accounts in the eye.

This is the second episode of the Wealth Kick, a limited series to change your perspective on money for the new year. Until the end of January, we’re serving up a little financial soul-searching, easy exercises you can use anywhere, and a few wacky stories.

Appearance on Shared 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.

Wealth kick #1: Wish you were here

Wed, 07 Jan 2026 16:30:00 +0000

Ready to change your fortune in 2026? Welcome to the Wealth Kick.

How do you work out what you really want? Lots of smart people have tried to crack that one, from Aristotle to Oprah. In this episode, we set out to help you pin down your goals and priorities—because before you get moving on your money, you need to know where you’re trying to go and why.

This is the first episode of the Wealth Kick, a limited series to change your perspective on money for the new year. Until the end of January, we’re serving up a little financial soul-searching, easy exercises you can use anywhere, and a few wacky stories.

Appearance on Shared 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.

Best bite: You don’t need to be brilliant

Sun, 04 Jan 2026 11:00:00 +0000

It’s not a phrase you hear every day. In this summer highlight, Sharesies’ Susanna Batley explains the idea of “strategic mediocrity” — a way of thinking about performance, consistency, and why the biggest long-term winners often aren’t the standouts in any single year.

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. The customers shown in this episode are Sharesies investors, and their stories are actual experiences they’ve had - their stories are not advice, or a recommendation or opinion to invest or to use Sharesies in the manner they have. They’re compensated for their time to record their story.

See omnystudio.com/listener for privacy information.

Best bite: Motley Fool's Scott Phillips on uncertainty

Wed, 31 Dec 2025 11:00:00 +0000

In one of the more thoughtful moments from the year, Scott Phillips from The Motley Fool reflects on uncertainty, valuation, and why investing is less about being right and more about accepting what you can’t know

For more or to watch on YouTube—check out http://linktr.ee/sharedlunch

See omnystudio.com/listener for privacy information.

Best bite: KiwiBank's Jarrod Kerr on debt that builds the future

Sun, 28 Dec 2025 11:00:00 +0000

One of our most thought-provoking conversations this year. Kiwibank chief economist Jarrod Kerr on why New Zealand struggles to think long term — and how smarter investment could shape the next few decades.

For more or to watch on YouTube—check out http://linktr.ee/sharedlunch

See omnystudio.com/listener for privacy information.

Best bite: How Briscoes chose where to win

Wed, 24 Dec 2025 11:00:00 +0000

While we’re on break, here’s one of our favourite moments from the year. Briscoes CEO Rod Duke on how choosing the right place to compete — and staying disciplined — turned a mixed retail business into a long-term success story.

For more or to watch on YouTube—check out http://linktr.ee/sharedlunch

See omnystudio.com/listener for privacy information.

What’s next for Sharesies in 2026?

Sun, 21 Dec 2025 18:00:00 +0000

As we head into the holidays, we’re taking a moment to look back on a year of big milestones at Sharesies. 2025 has been all about bringing our customers more freedom and flexibility and new ways to grow your wealth.

In this special end-of-year episode, we’re featuring epic wealth stories from Sharesies customers, plus our co-CEOs, Sonya, Leighton, and Brooke with their 2025 highlights and what’s coming in 2026.

For more or to watch on YouTube—check out http://linktr.ee/sharedlunch

See omnystudio.com/listener for privacy information.

2025’s big lessons for investors

Wed, 17 Dec 2025 16:30:00 +0000

As 2025 wraps, how are we set up for the year to come?

We welcome economic experts Shamubeel Eaqub, Chief Economist at Simplicity, and Paul McBeth from the Bottom Line, to review a strange year in the markets.

Why was the market’s reaction to trade tariffs so unpredictable? Why has market commentary been so pessimistic lately, even as Wall Street approaches new records? Why has NZ’s economy remained sluggish while share markets rose abroad? Has the property investing market learned its lesson?

Hear Shamubeel’s theory that it’s been a humbling year for market commentators, and Paul's thoughts on the surprising strength of NZX small caps and Freightways.

Plus, the AI question: A bubble, or the next industrial revolution?

Appearance on Shared 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.

The Kiwi company powering global cinemas

Wed, 10 Dec 2025 16:30:00 +0000

Meet the operating system behind the global box office.

We’re with Stuart Dickinson, CEO of Vista Group, a Kiwi software provider serving almost half the world’s major movie theatre chains. Stuart explains how Vista handles over $15 billion USD in transactions annually, with the shift from simple coke and popcorn sales to luxury dining and beverage service.

Hear about Vista's transformation to a higher-margin Software as a Service (SaaS) subscription model and the associated risks and opportunities. Find out about the real impact of streaming, why a theatrical release is still good for a film’s bottom line, and why theaters love horror movies. Plus, the financial metrics retail investors should watch to track Vista’s ongoing transformation.

Plus, Stuart explains his confidence in the future of the cinema experience—even in the Netflix age.

Appearance on Shared 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.

Inside an Aussie infrastructure giant

Wed, 03 Dec 2025 16:30:00 +0000

You may not know it, but you’ve probably used a Ventia service today. Dean Banks, Managing Director and Group CEO, tells us how the essential infrastructure giant manages the assets that power daily life, like water, transport, and telecommunications.

Dean explains the advantages of being a broad portfolio business across Australia and New Zealand, and how the company’s sheer size helps them gather the data to deliver cost savings for customers.

Hear how Ventia hopes to get a bigger piece of the $100 billion energy opportunity, and new five-year contract awards in telecommunications. Dean reveals why in a volatile era, what he terms "boring reliability" is a big advantage, with a focus on keeping their 35,000 employees safe, and defending against cyber threats as a major government contractor.

Plus, how Ventia's telecommunications expertise is being used in space, with telescopes in the deserts of Western Australia to take “pictures of the past".

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.

See omnystudio.com/listener for privacy information.

The Kiwi robotics company you might not have heard of

Mon, 01 Dec 2025 16:30:00 +0000

We’re at Rocklabs with Mike Christman, CEO of Scott Technology — the 112-year-old Kiwi engineering company that specialises in the design and manufacture of automated production and robotics.

Mike explains how the company is transforming mining, protein processing, logistics, and appliance manufacturing by replacing manual tasks with AI-driven, automated systems.

He shares why margins are improving, what’s behind the company’s “Destination 2030” plan,and why the biggest barrier to automation isn’t competitors — it’s customer mindset.

Plus, Mike’s personal journey from London to New Zealand, and plans for the company to become far more visible to investors.

For more or to watch on YouTube—check out http://linktr.ee/sharedlunch

Recorded on 22nd October 2025 - All commentary reflects the timing of the original conversation.

Appearance on Shared 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.

Can you spend your way to wealth?

Wed, 26 Nov 2025 16:30:00 +0000

Can spending money actually build your long-term wealth? Sharesies says yes.

Scott Nixon, GM Sharesies Personal, and Ruth Riviere, Country Manager for Mastercard, are talking about Spend (AKA the Sharesies debit card) and the Investback reward system that earns 1% investments as you spend. Scott explains how day-to-day money management is a big part of wealth, how payments factor into Sharesies’ bigger vision, and Mastercard's role in creating network access.

Why is NZ’s digital payments adoption lower than in Australia and Europe? Why is now such a crucial moment for new tech to challenge the country's consolidated retail banking environment?

Plus, hear about anti-fraud innovations like tokenization, biometrics, and numberless cards.

Appearance on Shared 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.

Bite: Gold. Still a safe haven?

Sun, 23 Nov 2025 22:49:07 +0000

Gold took off this year, fuelled by inflation fears, geopolitical tension, and a wave of investor enthusiasm. Jacki Neumann recently spoke to Michelle Lopez from PIE funds and asked is it grounded in fundamentals and can it keep its safe-haven status through volatility?

This bite is from our episode 'What's going on with the ASX?'

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.

PIE Funds Management Limited is the manager and issuer of the funds in the PIE Funds Management 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.

Crypto Convos: Behind Sharesies Crypto (Your questions answered!)

Thu, 20 Nov 2025 16:30:00 +0000

To wrap up the week, we’re taking questions from you!

The team behind Sharesies Crypto answers audience queries on crypto’s role in a diversified portfolio, what features they’re working on, how assets are stored in Sharesies Crypto, and your tax responsibilities.

For more or to watch on YouTube—check out http://linktr.ee/sharedlunch

Sharesies Crypto is offered by Sharesies Crypto Limited and is only available in NZ. Crypto is different to other types of investments and has different risks. Crypto is generally considered a high-risk investment, which means it carries potential for higher returns, but also carries higher potential for loss. It’s not suitable for everyone, especially if you’re uncomfortable with the potential of losing some or all of your investment. You should consider your financial goals, risk appetite, investment timeframe, and overall portfolio before investing in crypto.

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 can be found on our NZ website.

See omnystudio.com/listener for privacy information.

Crypto convos: Taming the wild west of crypto with Kraken co-CEO

Wed, 19 Nov 2025 16:30:00 +0000

Hear from crypto veteran Dave Ripley, co-CEO of global crypto exchange Kraken, about the security of digital assets. Kraken is one of the world’s leading crypto platforms, and service provider to Sharesies Crypto.

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 can be found on our NZ website.

Sharesies Crypto is only available in New Zealand and is offered by Sharesies Crypto Limited. Crypto is different to other types of investments and has different risks. Crypto is generally considered a high-risk investment, which means it carries potential for higher returns, but also carries higher potential for loss. It’s not suitable for everyone, especially if you’re uncomfortable with the potential of losing some or all of your investment. You should consider your financial goals, risk appetite, investment timeframe, and overall portfolio before investing in crypto.

Appearance on Shared 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.

Crypto convos: The risks (and tax) for Kiwi investors...

Tue, 18 Nov 2025 16:30:00 +0000

We’re cutting through the red tape with Jeremy Muir, Chair of BlockchainNZ and one of NZ’s leading legal experts on crypto regulation. In our third convo Jeremy walks us through where NZ is at with crypto taxes, rules and regulation, and where we might be going.

Appearance on Shared 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.

Crypto convos: Beyond the crypto bros — Victoria Harris from The Curve

Mon, 17 Nov 2025 16:30:00 +0000

Just a few years ago, crypto was too hot to handle for most people. Now, it’s being embraced by the financial establishment. Today, we talk to Victoria Harris from the Curve about rising crypto adoption and ditching the myth of the “crypto bro”.

Sharesies Crypto is offered by Sharesies Crypto Limited.Crypto is different to other types of investments and has different risks. Crypto is generally considered a high-risk investment, which means it carries potential for higher returns, but also carries higher potential for loss. It’s not suitable for everyone, especially if you’re uncomfortable with the potential of losing some or all of your investment. You should consider your financial goals, risk appetite, investment timeframe, and overall portfolio before investing in crypto.

Appearance on Shared 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.

Crypto convos: Why crypto? Why now?

Sun, 16 Nov 2025 16:30:00 +0000

Crypto is a real conversation starter—so let’s talk about it.

In our first Crypto Conversation, Sharesies co-CEO Leighton Roberts spills why Sharesies is getting into the crypto game. Why now? How have investors responded? What makes Sharesies Crypto different from what’s already in 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.

Appearance on Shared 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.

Defending against the threat of drones–Droneshield

Wed, 12 Nov 2025 16:30:00 +0000

We're in Sydney with Oleg Vornik, CEO of DroneShield, makers of radio-frequency technology to detect and take down small, hostile drones across 50 countries. While defence demand is rising, airports, data centers, and infrastructure facilities are also looking for protection against small drones used for surveillance, cyber threats, and sabotage.

Learn how DroneShield built the world's largest drone signal library, why simply shooting down drones isn’t viable, and why they’re moving to "micro AI" on tiny, self-learning devices. Hear about the “cat and mouse game” between counter-drone developers and drone manufacturers, constantly innovating to avoid detection.

Plus, find out why Oleg believes counter-drone activity in public spaces like airports, stadiums, and prisons will grow as drones become a fact of life.

This episode was recorded on 15 October 2025. All commentary reflects the timing of the original conversation.

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.

See omnystudio.com/listener for privacy information.

Will open banking kickstart financial disruption?

Sun, 09 Nov 2025 16:30:00 +0000

Could open banking finally create real competition for money services—beyond the banks? We’re talking to Ben Lynch, who left Xero to found Akahu, the open finance intermediary pushing to change the balance of power between banks, their customers, and their competitors.

This episode explores how open banking aims to democratize your financial data, letting fintech businesses innovate and become a “bank without being a bank”.

Hear about Ben’s battle to bring the new Consumer Data Right into law, giving individuals more meaningful ownership of their personal information—the foundation of open banking. We discuss how this legislation forces banks to use APIs (application programming interfaces) to share data, and creates more space for disruptors like Sharesies to offer consumers choice.

Plus, hear the story of how Ben used a tweet to get his foot in the door at Xero.

Appearance on Shared 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.

Crossroads for Mānuka honey company Comvita

Wed, 05 Nov 2025 19:30:00 +0000

We sit down with Comvita Chair Bridget Coates to talk about the critical vote shareholders are facing on a 80-cent-per-share takeover offer. With a 75% majority vote required and two major shareholders already backing the deal, this is a pivotal moment for Comvita and its investors.

The iconic mānuka honey company and global market leader has faced significant financial pressure in recent years due to industry oversupply, price and demand volatility, and balance sheet challenges. Despite restructuring efforts, the Board of Comvita is now recommending shareholders accept the offer from private health and wellness bidder Florenz.

We cover the Mānuka honey industry's struggles, what’s at stake for shareholders and what the future might hold for this nearly 50-year-old Kiwi brand under private ownership.

For more or to watch on YouTube—check out http://linktr.ee/sharedlunch

Shared Lunch is brought to you by Sharesies Limited. 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 can be found on our NZ website.

Appearance on Shared 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.

Small caps, big potential?

Wed, 29 Oct 2025 16:30:00 +0000

We welcome back Michelle Lopez, Head of Australasian Equities and Portfolio Manager at Pie Funds—our go-to expert on small caps and big potential. Michelle shares how she sees caution among her peers despite market highs, and why she sees this market rally as “narrow”.

Michelle covers the state of travel, retail, property, and the rise of DIY—and the sectors set to benefit as we move deeper into a national rate cutting cycle. How are Michelle’s team watching for clues to indicate that the data center boom is slowing? Hear about the three big factors propelling performance for Australian small caps, a massive year for gold, and possible risks in rare earths.

Plus, getting indirect exposure to AI through Aussie infrastructure and software companies.

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.

See omnystudio.com/listener for privacy information.

Bite: Fonterra is out of your fridge and betting on B2B

Mon, 27 Oct 2025 20:52:10 +0000

Fonterra CFO Andrew Murray breaks down the co-op’s new focus on ingredients and food service—and why divesting consumer brands less about retreating, and more about doubling down on value for farmers.

How is dairy’s protein power is driving global demand? What's driving the growth of “natural nutrition” and how will Fonterra milk that opportunity?

Appearance on Shared 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.

Fonterra talks proteins and profits

Wed, 22 Oct 2025 16:30:00 +0000

Can Fonterra maximise returns for farmers while taking risks off the table? We’re joined by Andrew Murray, Group Chief Financial Officer for the dairy exporter. Andrew walks us through the $4.22B NZD sale of Fonterra’s consumer business, and their new laser focus on high-return channels like ingredients and food service.

Discover how their evolved strategy has delivered Fonterra’s highest-ever dividend amidst geopolitical tensions and tariffs. Why is the surging global demand for protein a big deal for dairy? What makes Andrew confident about selling off brands like Anchor and Mainland? How does the co-op aim to win back market share from its competitors?

Plus, Fonterra’s plans to generate earnings from financial trading.

Appearance on Shared 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.

Quick bite: Are we pricing tourists out of NZ?

Mon, 20 Oct 2025 16:30:00 +0000

In this quick bite, Air New Zealand CFO Richard Thomson lifts the lid on why the airline’s recovery has been harder — and more expensive — than expected. With soaring visa costs to a sharp drop in visitors from China, are we pricing ourselves out of the tourism market? And how is Air NZ staying optimistic as it rebuilds for the future?Hear more in our most recent episode, 'Air New Zealand on facing headwinds'.

Appearance on Shared 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.

Air NZ on facing headwinds

Wed, 15 Oct 2025 16:30:00 +0000

Richard Thompson, Air NZ CFO, joins us to discuss the headwinds facing our national carrier. With engine disruptions pushing costs skyward and grounding sections of the fleet, and up against a tough economy, Richard explains why he remains confident in Air NZ’s future.

Why are the new engines from Rolls-Royce lasting only a quarter of their normal maintenance cycle? How do unseen costs like extra inventory play into the engine crisis? How does a weak NZ dollar impact the cost of US parts and materials? And why has the airline chosen this troubled time to carry out a $100 million share buyback?

Plus, how rising costs of entry—including pricey visas and a conservation levy—have become a "friction point" for our visitors.

Appearance on Shared 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.

The psyche of a scammer–how to keep safe

Thu, 09 Oct 2025 05:30:00 +0000

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.

Cracking the mainstream with crypto giant Kraken

Wed, 08 Oct 2025 18:35:44 +0000

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.

Appearance on Shared 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.

Remembering Nigel Latta–Money, kids, and the lifelong conversation

Sun, 05 Oct 2025 23:48:20 +0000

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.

Appearance on Shared 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.

Quick bite: Active investing vs passive ETFs—Do you need both?

Wed, 01 Oct 2025 18:31:55 +0000

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'

Appearance on Shared 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 to spot a bubble

Wed, 24 Sep 2025 18:00:00 +0000

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.

Appearance on Shared 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.

Bonus: Hustle, Risk & Rockets: Lessons from Sir Peter Beck

Mon, 22 Sep 2025 01:28:45 +0000

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.

Appearance on Shared 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.

Can Rocket Lab launch Neutron before 2026?

Wed, 17 Sep 2025 17:30:00 +0000

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”

Appearance on Shared 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.

Quick Bite: Tesla: why one Kiwi fund moved on from Elon

Mon, 15 Sep 2025 00:30:00 +0000

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

Appearance on Shared 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.

Has ethical investing taken a hit?

Wed, 10 Sep 2025 17:30:00 +0000

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.

Appearance on Shared 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.

Quick Bite: Global power demand is surging – why is NZ different?

Mon, 08 Sep 2025 00:45:42 +0000

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.

Appearance on Shared 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.

Can independent innovators fix our power sector?

Wed, 03 Sep 2025 17:30:00 +0000

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.

Appearance on Shared 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 going on with NZ's power grid?

Wed, 27 Aug 2025 07:27:10 +0000

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

Appearance on Shared 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.

Quick bite: Jarrod Kerr—What Australia gets right

Mon, 25 Aug 2025 00:00:00 +0000

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.

Appearance on Shared 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 this how we reignite the economy?

Wed, 20 Aug 2025 17:30:00 +0000

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?

Appearance on Shared 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.

Quick bite: Bitcoin vs inflation with Luke Kemeys

Mon, 18 Aug 2025 17:30:00 +0000

💸 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

Appearance on Shared 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.

Creating opportunity in a cost-of-living crisis

Wed, 13 Aug 2025 17:30:00 +0000

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

Appearance on Shared 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.

Bonus: How do leveraged ETFs work?

Mon, 11 Aug 2025 23:47:30 +0000

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.

The investment for billionaires and beginners?

Wed, 06 Aug 2025 17:30:00 +0000

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.

See omnystudio.com/listener for privacy information.

Quick bite: What makes a business investable? A CEO’s take

Mon, 04 Aug 2025 00:20:04 +0000

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

Appearance on Shared 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.

Channel Infrastructure is refining their strategy

Wed, 30 Jul 2025 17:30:00 +0000

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.

Appearance on Shared 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.

Bonus bite: Is our tax system fair? Labour's Barbara Edmonds

Mon, 28 Jul 2025 00:30:42 +0000

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.

Appearance on Shared 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 would Labour balance the books?

Wed, 23 Jul 2025 17:25:00 +0000

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.

Appearance on Shared 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.

Quick Bite: 'Don't take it personally' and 3 more rules for leaders

Mon, 21 Jul 2025 00:06:59 +0000

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'

Appearance on Shared 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.

Webjet Group wants it all

Wed, 16 Jul 2025 17:30:00 +0000

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?

Appearance on Shared 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.

Quick Bite: Are investors becoming numb to global shocks?

Mon, 14 Jul 2025 01:35:25 +0000

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.

Is economic recovery stalling?

Wed, 09 Jul 2025 19:08:08 +0000

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.

Appearance on Shared 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.

Quick Bite: Halter president on the IPO question

Mon, 07 Jul 2025 17:30:00 +0000

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

See omnystudio.com/listener for privacy information.

Halter’s $1B USD “farm operating system”

Wed, 02 Jul 2025 17:30:00 +0000

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.

See omnystudio.com/listener for privacy information.

Bonus: The most requested feature for the Sharesies KiwiSaver Scheme is here

Mon, 30 Jun 2025 00:30:00 +0000

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.

Appearance on Shared 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.

Investing during times of conflict

Wed, 25 Jun 2025 17:30:00 +0000

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.

Appearance on Shared 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.

Quick Bite: From the Olympics to the boardroom–How Rob Scott handles pressure

Mon, 23 Jun 2025 00:30:36 +0000

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.

Appearance on Shared 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.

The investment giant behind Kmart and Bunnings–Wesfarmers

Wed, 18 Jun 2025 17:30:00 +0000

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.

Appearance on Shared 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.

Quick bite: Infratil on concentration risk & AI

Mon, 16 Jun 2025 00:46:20 +0000

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.

How much runway does Infratil have?

Wed, 11 Jun 2025 17:30:00 +0000

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.

See omnystudio.com/listener for privacy information.

Tony Alexander Q&A: Land tax, brain drain, and teaching our kids about money

Sun, 08 Jun 2025 20:48:46 +0000

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.

Appearance on Shared 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.

Property: Recovery or relapse?

Wed, 04 Jun 2025 17:30:00 +0000

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?

Appearance on Shared 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.

Bonus: Exploring opportunities in a circular economy–Morrison

Tue, 03 Jun 2025 01:37:45 +0000

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.

Why infrastructure is having a moment–Morrison

Wed, 28 May 2025 17:30:00 +0000

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.

Bonus: Napier Port, driving profit and innovation

Mon, 26 May 2025 22:45:09 +0000

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.

Appearance on Shared 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.

Quick bite: Can Rod Duke beat IKEA?

Mon, 26 May 2025 00:50:45 +0000

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.

Appearance on Shared 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.

‘Occupy, dominate, and defend’: Briscoe Group’s growth plan

Wed, 21 May 2025 17:30:00 +0000

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.

Appearance on Shared 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.

Quick Bite: Does KiwiSaver need higher contribution rates?

Mon, 19 May 2025 00:26:35 +0000

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.

Investing in US markets via KiwiSaver

Wed, 14 May 2025 17:30:00 +0000

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

Appearance on Shared 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.

Quick Bite: Leverage AKA the mortgage magnifier

Sun, 11 May 2025 23:13:47 +0000

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.

Ed McKnight: What does property investment look like in 2025?

Wed, 07 May 2025 17:30:00 +0000

After recent rockiness in both equity and housing markets, we revisit the classic shares vs. property discussion with Ed 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

Appearance on Shared 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.

Quick bite: Finance Minister Nicola Willis on NZ's secret weapon...

Mon, 05 May 2025 00:06:41 +0000

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.

Nicola Willis: Can NZ’s growth beat our $9B annual interest?

Wed, 30 Apr 2025 10:42:44 +0000

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’).

See omnystudio.com/listener for privacy information.

Quick bite: Are investors getting braver?

Mon, 28 Apr 2025 00:30:31 +0000

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.

The art of strategic mediocrity

Wed, 23 Apr 2025 17:00:00 +0000

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’).

See omnystudio.com/listener for privacy information.

What makes this market dip different with Bryce from Equity Mates

Sun, 20 Apr 2025 17:30:00 +0000

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.

Appearance on Shared 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.

Finding value in volatile markets

Wed, 16 Apr 2025 09:30:46 +0000

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

Appearance on Shared 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.

Bonus bite: Volatility, the vote, and Aussie energy prices

Mon, 14 Apr 2025 00:03:04 +0000

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

See omnystudio.com/listener for privacy information.

Investor guide to tariffs and the Aussie election

Wed, 09 Apr 2025 11:39:00 +0000

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

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.

Outgoing Meridian CEO on cost of power

Sun, 06 Apr 2025 23:34:54 +0000

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.

Meridian Energy's $91M takeover bid for NZ Windfarms

Wed, 02 Apr 2025 16:31:00 +0000

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

See omnystudio.com/listener for privacy information.

Quick bite: Are we prepared for a rapidly aging population?

Sun, 30 Mar 2025 23:06:46 +0000

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.

Retirement villages: A hidden real estate giant?

Wed, 26 Mar 2025 16:30:00 +0000

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

See omnystudio.com/listener for privacy information.

Quick Bite: What are the risks of private equity?

Mon, 24 Mar 2025 20:06:15 +0000

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

See omnystudio.com/listener for privacy information.

The ETF that lets you own SpaceX

Wed, 19 Mar 2025 16:30:00 +0000

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’).

See omnystudio.com/listener for privacy information.

Quick bite: How diversified funds blur the active & passive line

Sun, 16 Mar 2025 21:00:00 +0000

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

See omnystudio.com/listener for privacy information.

Active or passive investing? Part 2: Passive

Wed, 12 Mar 2025 16:30:00 +0000

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’).

See omnystudio.com/listener for privacy information.

Quick bite: How do active managers decide when to buy & sell?

Mon, 10 Mar 2025 00:50:36 +0000

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.

Active or passive investing? Part 1: Active

Wed, 05 Mar 2025 16:30:00 +0000

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

See omnystudio.com/listener for privacy information.

Quick bite: A timeline for NZ's economic recovery

Sun, 02 Mar 2025 23:00:00 +0000

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’).

See omnystudio.com/listener for privacy information.

Fix, float, or flip? Mortgage strategy 2025–Tony Alexander

Wed, 26 Feb 2025 16:30:00 +0000

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’).

See omnystudio.com/listener for privacy information.

Quick bite: Which cybersecurity trend will dominate 2025?

Sun, 23 Feb 2025 22:34:13 +0000

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’).

See omnystudio.com/listener for privacy information.

The real-life spies of global cybersecurity

Wed, 19 Feb 2025 16:31:00 +0000

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’).

See omnystudio.com/listener for privacy information.

Quick bite: Global tensions & local pressure–Fonterra's 2025 challenges

Sun, 16 Feb 2025 22:50:10 +0000

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.

Beyond milk: Fonterra's next frontier

Wed, 12 Feb 2025 16:31:00 +0000

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’).

See omnystudio.com/listener for privacy information.

Quick bite: What do industrial property trends reveal about New Zealand’s recovery?

Sun, 09 Feb 2025 23:03:18 +0000

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.

How to run a $2 billion dollar industrial property porfolio

Tue, 04 Feb 2025 16:30:00 +0000

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’).

See omnystudio.com/listener for privacy information.

Quick Bite: Bonds vs. equities–investing in an uncertain market

Sun, 02 Feb 2025 23:53:16 +0000

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.

2025: What investors need to know

Wed, 29 Jan 2025 16:30:00 +0000

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’).

See omnystudio.com/listener for privacy information.

'To say we bootstrapped this thing is a massive understatement' - Delivereasy | More Than Money

Sun, 26 Jan 2025 21:03:25 +0000

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.

'It's about whānau wealth' - The Morning Shift | More Than Money

Wed, 22 Jan 2025 16:30:00 +0000

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.

See omnystudio.com/listener for privacy information.

How to break up well - Sarah Catherall | More Than Money

Sun, 19 Jan 2025 16:30:00 +0000

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.

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.

Invest in family life - Jesse Mulligan | More Than Money

Wed, 15 Jan 2025 16:30:00 +0000

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"

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.

'Property is easy, but I never bought as an investment' Tony Alexander | More Than Money

Sun, 12 Jan 2025 16:30:00 +0000

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.’

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.

'I don't mind the word failure' - Brodie Kane | More Than Money

Wed, 08 Jan 2025 16:30:00 +0000

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.

'Think with abundance' - Luke Kemeys from Keep the Change | More Than Money

Sun, 05 Jan 2025 16:30:00 +0000

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.

See omnystudio.com/listener for privacy information.

'It all came crashing down' - Patrick Gower | More Than Money

Wed, 01 Jan 2025 16:30:00 +0000

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.

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.

Car insurance for your Summer roadie? Coverage vs cost explained with Cove

Wed, 25 Dec 2024 21:00:00 +0000

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, coming 2025 - Trailer

Sun, 22 Dec 2024 16:30:00 +0000

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.

Growing Sharesies, an update with Co-CEO's Brooke, Sonya & Leighton

Wed, 18 Dec 2024 16:31:00 +0000

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.

Quick Bite: Good news for NZ next year?

Sun, 15 Dec 2024 23:37:36 +0000

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.

Crypto, Trump & NZX: 2024 in review

Wed, 11 Dec 2024 16:31:00 +0000

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

See omnystudio.com/listener for privacy information.

Quick Bite: How will Trump impact the NZ economy? 🇺🇸💰

Mon, 09 Dec 2024 20:18:00 +0000

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.

Will property thrive or just survive in 2025? Tony Alexander

Wed, 04 Dec 2024 16:31:00 +0000

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.

🎙️ Bonus Bite: What we've learned from the tough times 💡with Luke Kemeys of Keep The Change

Mon, 02 Dec 2024 16:29:00 +0000

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.

Luke Kemeys from Keep the change–Five blockers to growing your wealth

Wed, 27 Nov 2024 16:31:00 +0000

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.

Quick Bite: Why NZ Beats Australia in Fibre

Mon, 25 Nov 2024 04:56:10 +0000

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.

How Chorus built our $5.5B world-class fibre network

Wed, 20 Nov 2024 18:13:55 +0000

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.

Quick Bite: How does the future of banking look?

Sun, 17 Nov 2024 22:59:01 +0000

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

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.

Is strict lending killing big ideas? ANZ Group CEO Shayne Elliott

Wed, 13 Nov 2024 16:25:00 +0000

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.

Quick Bite: US markets too hot? Staying focused on the long term plan.

Sun, 10 Nov 2024 23:52:27 +0000

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

See omnystudio.com/listener for privacy information.

‘VOO and chill’—Inside Vanguard’s powerhouse ETF

Wed, 06 Nov 2024 16:30:00 +0000

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.

Quick bite: Can you be too diversified?

Sun, 03 Nov 2024 23:00:00 +0000

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

See omnystudio.com/listener for privacy information.

All things diversification, with Victoria from The Curve

Wed, 30 Oct 2024 18:25:17 +0000

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.

Investing outside NZ? Here are some tax rules (FIF)

Mon, 28 Oct 2024 23:44:58 +0000

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.

Smart brings bitcoin, gold, and more to the NZX

Wed, 23 Oct 2024 18:29:17 +0000

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 these exchange-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.

Quick Bite: Wine & rebalance? Diversification with Victoria Devine

Sun, 20 Oct 2024 23:00:00 +0000

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

See omnystudio.com/listener for privacy information.

How does an unstable climate impact your insurance?

Wed, 16 Oct 2024 18:07:32 +0000

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.

Quick Bite: Which NZ regions are defying the national housing trend?

Sun, 13 Oct 2024 22:45:33 +0000

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.

Victoria Devine: Why your family home is not an investment

Wed, 09 Oct 2024 16:30:00 +0000

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

See omnystudio.com/listener for privacy information.

Quick Bite: Capital gains tax 💰how could it happen?

Sun, 06 Oct 2024 16:30:00 +0000

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.

With interest rates down, will property bounce back?

Wed, 02 Oct 2024 16:30:00 +0000

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.

Bonus: Is international travel is set to get cheaper? Webjet Group CEO

Sun, 29 Sep 2024 23:52:25 +0000

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.

Do fossil fuels play a part in the transition?

Wed, 25 Sep 2024 17:30:00 +0000

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.

Bonus: Air New Zealand Investor Q&A with CEO Greg Foran

Mon, 23 Sep 2024 00:30:00 +0000

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.

Navigating turbulence: Air NZ CEO Greg Foran

Wed, 18 Sep 2024 17:30:00 +0000

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.

Contact’s Manawa takeover–who wins?

Mon, 16 Sep 2024 00:52:34 +0000

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.

Dairy drama: Synlait’s crucial survival vote

Wed, 11 Sep 2024 17:30:00 +0000

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.

ASX: Insights, earnings & outlook

Mon, 09 Sep 2024 02:08:39 +0000

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.

Fixing a broken housing market–Housing Minister Chris Bishop

Wed, 04 Sep 2024 17:30:00 +0000

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.

Quick Bite: Mainfreight's Tesla trucks & solar sustainability

Mon, 02 Sep 2024 00:00:00 +0000

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.

Mainfreight: where next for the blue trucks?

Wed, 28 Aug 2024 18:53:34 +0000

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.

Bonus: Rocket Lab Investor Q&A with Sir Peter Beck

Sun, 25 Aug 2024 20:26:33 +0000

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.

Rocket Lab off to Mars–Sir Peter Beck

Wed, 21 Aug 2024 17:31:00 +0000

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.

Quick Bite: KiwiSaver contributions vs paying off the mortage?

Sun, 18 Aug 2024 23:48:24 +0000

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.

Phew! Interest rates go south! With KiwiBank's Jarrod Kerr

Wed, 14 Aug 2024 04:55:02 +0000

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.

Bought a house. Now what? With Hannah McQueen

Mon, 12 Aug 2024 22:40:51 +0000

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.

F&P Healthcare 41 years on: Lewis Gradon

Wed, 07 Aug 2024 17:30:00 +0000

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.

Quick Bite: Gold has been at all time highs, so what's the outlook?

Sun, 04 Aug 2024 12:30:00 +0000

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.

Going for gold–Santana Minerals

Wed, 31 Jul 2024 17:31:00 +0000

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.

Doing medicinal cannabis differently–Rua Bioscience

Wed, 24 Jul 2024 17:31:00 +0000

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.

Bonus: How will AI change investing?

Mon, 22 Jul 2024 00:07:33 +0000

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.

How Can Your Will Make a Difference? #Wills Week 2024

Wed, 17 Jul 2024 17:31:00 +0000

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.

Quick Bite: What happens when you die without a will? #Wills week 2024

Sun, 14 Jul 2024 22:47:48 +0000

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.

A flip flop on interest rates—Brad’s view

Wed, 10 Jul 2024 17:31:00 +0000

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.

Quick Bite: What's the $50,000 Rule in NZ Foreign Investing?

Mon, 08 Jul 2024 01:11:49 +0000

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.

Tax for investors 101

Wed, 03 Jul 2024 17:31:00 +0000

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.

Quick Bite: The Japanese stock market hit all time high in 2024

Mon, 01 Jul 2024 01:20:20 +0000

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.

The US v NZ investing conundrum

Wed, 26 Jun 2024 17:31:00 +0000

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.

Quick Bite: How crucial are ports to New Zealand's economy?

Mon, 24 Jun 2024 01:47:07 +0000

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.

Why invest in a port? Napier Port CEO Todd Dawson

Wed, 19 Jun 2024 17:31:00 +0000

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.

Quick Bite: Can AI Speed Up Drug Discovery?

Sun, 16 Jun 2024 23:17:51 +0000

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.

Weight loss drug boom—opportunities & risks

Wed, 12 Jun 2024 18:04:20 +0000

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.

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.

Quick Bite: What makes a 'great New Zealand company'?

Sun, 09 Jun 2024 23:52:08 +0000

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.

How has Infratil sustained double digit growth?

Wed, 05 Jun 2024 17:31:00 +0000

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.

Quick Bite: How low will property go? Tony's take.

Tue, 04 Jun 2024 05:14:28 +0000

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.

Vendor back-log keeps a lid on house prices

Wed, 29 May 2024 17:31:00 +0000

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’s highway to the USA

Sun, 26 May 2024 12:00:00 +0000

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.

Energy and water tech on steroids—Gentrack

Wed, 22 May 2024 17:31:00 +0000

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.

Quick Bite: Where do you park your cash? With Brad Olsen

Sun, 19 May 2024 23:44:38 +0000

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.

When will interest rates turn? Brad’s view

Wed, 15 May 2024 17:00:00 +0000

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.

Bonus Bite: Meta's AI Ambitions: Leveraging User Data?

Sun, 12 May 2024 23:58:27 +0000

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.

Meta in focus–AI, ethics and TikTok

Wed, 08 May 2024 18:53:24 +0000

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.

Leighton’s take on ‘Woodstock for capitalists’ - the Berkshire Hathaway Annual Meeting

Mon, 06 May 2024 00:36:03 +0000

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.

Behind the B: How B Corps make business better

Wed, 01 May 2024 17:31:00 +0000

Ever seen a small ‘B’ logo on a product or website? You were probably looking at a certified B Corporation—a business that meets rigorous standards of social and environmental performance.

Sharesies co-founder and co-CEO Brooke Roberts sits down with Alex Hannant and Mindy Leow from B Lab—the nonprofit network behind B Corp certifications—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.

Quick Bite: James Shaw on the 'eye-popping' numbers going into climate capital

Mon, 29 Apr 2024 00:38:06 +0000

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.

Kids & Money with ZM's Clint Roberts

Tue, 23 Apr 2024 23:00:00 +0000

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.

Kids & Money with Jamie Beaton from Crimson Education

Sun, 21 Apr 2024 17:31:00 +0000

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.

Ride the wave or be the wave—James Shaw

Wed, 17 Apr 2024 17:31:00 +0000

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.

Quick Bite: What tax differences are there with NZ ETFs?

Mon, 15 Apr 2024 00:55:06 +0000

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.

Why invest in ETFs from NZ?

Wed, 10 Apr 2024 17:31:00 +0000

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.

What does investing in healthcare real estate look like?

Sun, 07 Apr 2024 17:31:00 +0000

In this bonus episode we talk to Aaron Hockley, fund manager of Vital Healthcare Property Trust Fund, which is the only specialist healthcare property fund listed 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.

Property and investing trends—pain and gain

Wed, 03 Apr 2024 16:31:00 +0000

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.

Sharesies Special: Being AI lists on the NZX

Mon, 01 Apr 2024 16:31:00 +0000

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.

Sobering times for the Red Shed

Wed, 27 Mar 2024 16:31:00 +0000

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.

Quick Bite: Kiwi businesses are too nervous about failure

Sun, 24 Mar 2024 23:22:58 +0000

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’s David Mair on leadership and legacy

Wed, 20 Mar 2024 16:31:00 +0000

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.

Quick Bite: Why business needs less regulation

Sun, 17 Mar 2024 22:57:47 +0000

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.

Changing gears—Steven Joyce on where business is headed

Wed, 13 Mar 2024 16:31:00 +0000

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.

Quick Bite: AI in your portfolio, plus the risks

Sun, 10 Mar 2024 23:32:09 +0000

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.

NVIDIA’s success in the AI revolution

Wed, 06 Mar 2024 16:30:00 +0000

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.

Quick Bite: How wind and hydro work together

Mon, 04 Mar 2024 03:01:13 +0000

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.

Meridian Energy–winds of change

Wed, 28 Feb 2024 16:30:00 +0000

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.

Quick Bite: Contact's plans for batteries and solar

Sun, 25 Feb 2024 23:00:00 +0000

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.

Contact Energy’s power play

Thu, 22 Feb 2024 16:31:00 +0000

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.

Earnings season and why it matters

Tue, 20 Feb 2024 22:59:02 +0000

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.

Quick Bite: Buying property? What to consider

Sun, 18 Feb 2024 22:59:25 +0000

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.

Investor v 1st home buyer—who’s winning?

Wed, 14 Feb 2024 16:30:00 +0000

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.

Quick bite: What should a KiwiSaver review cover?

Sun, 11 Feb 2024 23:01:43 +0000

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.

KiwiSaver tweaks when money’s tight

Wed, 07 Feb 2024 16:30:00 +0000

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.

Quick Bite: What cars are Kiwis buying and selling?

Sun, 04 Feb 2024 23:04:10 +0000

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.

Turners remains robust in tough times

Wed, 31 Jan 2024 16:31:00 +0000

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.

Quick bite: How is Bitcoin taxed in NZ?

Sun, 28 Jan 2024 16:30:00 +0000

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.

The new way to invest in Bitcoin

Wed, 24 Jan 2024 16:30:00 +0000

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.

Quick Bite: Is Bitcoin investing about to become mainstream?

Sun, 21 Jan 2024 23:00:00 +0000

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.

2024: What Investors Need to Know

Wed, 17 Jan 2024 16:30:00 +0000

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.

Quick Bite: The three jar method for kids money management

Sun, 14 Jan 2024 16:30:00 +0000

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.

Kids & Money with Kendall Flutey from Banqer

Wed, 10 Jan 2024 16:30:00 +0000

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.

Quick bite: The No. 1 thing about kids & money, according to Nigel Latta

Sun, 07 Jan 2024 16:31:00 +0000

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.

Kids & Money with Nigel Latta

Wed, 03 Jan 2024 16:30:00 +0000

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.

Quick Bite: Pocket money tips with the Happy Saver

Sun, 31 Dec 2023 16:31:00 +0000

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.

Kids & Money with the Happy Saver

Wed, 27 Dec 2023 16:30:00 +0000

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.

Quick bite: Get that CEO energy in your personal life

Mon, 25 Dec 2023 16:31:00 +0000

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.

Why do goals matter? With Brooke & Sonya

Wed, 20 Dec 2023 16:31:00 +0000

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.

The best and the worst of 2023 - part 2

Sun, 17 Dec 2023 16:00:00 +0000

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.

The best and the worst of 2023 - part 1

Wed, 13 Dec 2023 16:30:00 +0000

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.

Quick bite: Genesis Energy & NZ's net-zero strategy

Mon, 11 Dec 2023 01:12:20 +0000

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.

Genesis Energy—charged for change

Wed, 06 Dec 2023 16:31:00 +0000

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.

Quick Bite: Property predictions for 2024

Mon, 04 Dec 2023 00:22:09 +0000

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.

What will the summer housing market bring?

Wed, 29 Nov 2023 16:31:00 +0000

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.

Quick bite: Mainfreight asks why aren’t more NZ companies aren’t expanding offshore

Mon, 27 Nov 2023 00:47:41 +0000

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.

Mainfreight—a 100+ year business in the making

Wed, 22 Nov 2023 16:31:00 +0000

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.

Quick Bite: Apples future - AR, VR & AI?

Sun, 19 Nov 2023 22:06:10 +0000

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 unwrapped—for fans and skeptics

Wed, 15 Nov 2023 16:31:00 +0000

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.

Quick Bite: Investing in water infrastructure

Sun, 12 Nov 2023 23:00:00 +0000

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.

Investing in water—our most precious commodity

Wed, 08 Nov 2023 16:31:00 +0000

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.

Quick Bite: How have the Magnificent 7 impacted the market?

Sun, 05 Nov 2023 23:20:42 +0000

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.

Tech titans boost Q3 US Earnings

Wed, 01 Nov 2023 16:32:00 +0000

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.

Quick bite: How are Kiwis dealing with higher mortgage rates?

Sun, 29 Oct 2023 22:25:07 +0000

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.

Property market post election

Wed, 25 Oct 2023 16:33:00 +0000

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.

Quick bite: General advice from Bill English to the PM

Mon, 23 Oct 2023 11:00:00 +0000

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.

Sharesies Special: Blackpearl Group capital raise with CEO Nick Lissette

Wed, 18 Oct 2023 16:30:00 +0000

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.

What now? Bill English on a new coalition government

Mon, 16 Oct 2023 23:00:00 +0000

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.

Quick Bite: 'Diversity is the name of the game' - Breaking down bonds

Sun, 15 Oct 2023 23:36:51 +0000

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.

Are bonds on the comeback?

Wed, 11 Oct 2023 16:31:00 +0000

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.

Quick Bite: Are we at the top of the interest rate cycle? Plus bond yields & mortgage rates

Sun, 08 Oct 2023 23:53:12 +0000

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.

What does the election mean for investors?

Wed, 04 Oct 2023 16:30:00 +0000

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.

Quick Bite: Is this the ultimate passive income stream?

Mon, 02 Oct 2023 01:40:17 +0000

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.

Investing for a life on your own terms, with Glen of My Millennial Money

Wed, 27 Sep 2023 16:30:00 +0000

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.

Quick Bite: How is climate change driving housing innovation?

Sun, 24 Sep 2023 22:04:29 +0000

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 boss bullish on future

Wed, 20 Sep 2023 17:30:00 +0000

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.

Quick Bite: Inflation & interest rate predictions

Mon, 18 Sep 2023 00:00:00 +0000

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.

The good, bad and ugly of the economy with Brad Olsen

Wed, 13 Sep 2023 17:30:00 +0000

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.

The journey ahead for EROAD

Mon, 11 Sep 2023 22:09:15 +0000

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.

Quick Bite: What are the biggest issues facing Air NZ this year?

Wed, 06 Sep 2023 20:36:40 +0000

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.

Back in black for Air New Zealand

Sun, 03 Sep 2023 23:59:07 +0000

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.

Running the market–NZX

Wed, 30 Aug 2023 17:31:00 +0000

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.

Ampol’s integration of Z Energy

Sun, 27 Aug 2023 21:40:52 +0000

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.

Shares ✅ Property ❌ Tony Alexander's investor insights

Wed, 23 Aug 2023 17:31:00 +0000

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.

Quick Bite: A different take on ethical investing...

Mon, 21 Aug 2023 01:26:08 +0000

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.

Dirty stocks–ethics and economics

Wed, 16 Aug 2023 17:31:00 +0000

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.

Quick Bite: Beyond cars—Tesla's AI potential

Sun, 13 Aug 2023 23:52:17 +0000

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.

The Tesla Phenomenon

Wed, 09 Aug 2023 17:30:00 +0000

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.

Quick bite: What happens to your shares when you 💀?

Mon, 07 Aug 2023 00:24:15 +0000

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.

Protect your money–why you need a will or EPA

Wed, 02 Aug 2023 17:31:00 +0000

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.

Quick Bite: 6 steps to get your money sorted

Mon, 31 Jul 2023 00:16:49 +0000

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.

Time for a money reset?

Wed, 26 Jul 2023 17:31:00 +0000

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.

Quick Bite: The dividend yield, and what it can tell us...

Sun, 23 Jul 2023 22:23:27 +0000

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.

All things dividends - Boring vs growth?

Wed, 19 Jul 2023 17:31:00 +0000

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.

Quick Bite: 3 key tech trends of 2023

Mon, 17 Jul 2023 07:34:17 +0000

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.

Exploring tech through ETFs

Wed, 12 Jul 2023 17:30:00 +0000

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.

Quick Bite: Is solar power worth it yet?

Mon, 10 Jul 2023 05:19:02 +0000

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.

Investing in local green energy - Manawa Energy

Wed, 05 Jul 2023 17:31:00 +0000

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.

Quick Bite: Infratil - 'If we don't build more of these things we're all dead'

Mon, 03 Jul 2023 02:37:08 +0000

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.

Quick Bite: The impact of immigration

Wed, 28 Jun 2023 17:31:00 +0000

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.

The world's tiniest recession? With Brad Olsen

Sun, 25 Jun 2023 17:31:00 +0000

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.

One NZ’s future with Infratil

Wed, 21 Jun 2023 17:30:00 +0000

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 omnystudio.com/listener for privacy information.

Quick Bite: Tony’s take on what investors need to consider right now.

Mon, 19 Jun 2023 01:12:17 +0000

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.

Do kiwis still dream of property? With Tony Alexander

Wed, 14 Jun 2023 17:30:06 +0000

With fewer New Zealanders investing in residential property, and more looking to buy shares, are we witnessing a shift in the Kiwi psyche? 🥝

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.

Quick Bite: How will AI assist in healthcare?

Mon, 12 Jun 2023 00:40:47 +0000

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.

See omnystudio.com/listener for privacy information.

Using AI to assess breast cancer risk

Wed, 07 Jun 2023 17:30:08 +0000

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.

See omnystudio.com/listener for privacy information.

Earnings: TradeWindow

Mon, 05 Jun 2023 17:30:15 +0000

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

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.

See omnystudio.com/listener for privacy information.

A small bank in a big bank world with Heartland Group

Wed, 31 May 2023 17:30:30 +0000

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

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.

See omnystudio.com/listener for privacy information.

Earnings: Pacific Edge

Mon, 29 May 2023 01:45:29 +0000

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

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.

See omnystudio.com/listener for privacy information.

Will My Food Bag deliver? With CEO Mark Winter

Wed, 24 May 2023 17:30:09 +0000

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

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.

See omnystudio.com/listener for privacy information.

Bonus Bite: Rocket Lab Investor Q&A with Peter Beck

Mon, 22 May 2023 02:03:00 +0000

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

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.

See omnystudio.com/listener for privacy information.

Counting down to liftoff with Rocket Lab CEO Peter Beck

Wed, 17 May 2023 17:30:56 +0000

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

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Quick Bite: Where else are property investors putting their money?

Mon, 15 May 2023 17:30:34 +0000

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.

See omnystudio.com/listener for privacy information.

How low will house prices go? With Tony Alexander

Wed, 10 May 2023 17:30:26 +0000

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.

See omnystudio.com/listener for privacy information.

Bonus Bite: ETF fees - how they work

Mon, 08 May 2023 01:47:09 +0000

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.

Content is current at the time.

See omnystudio.com/listener for privacy information.

Are ETFs your BFF in tough times?

Wed, 03 May 2023 00:22:13 +0000

There’s been a plethora of exchange-traded-funds released in the last few years - around 43 in the Australian 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.

See omnystudio.com/listener for privacy information.

Quick Bite: Competition for your savings

Mon, 01 May 2023 05:15:31 +0000

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.

Shared Lunch is for a New Zealand audience.

See omnystudio.com/listener for privacy information.

Is saving sexy again? Investing vs saving with Brad Olsen

Wed, 26 Apr 2023 17:30:21 +0000

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.

Shared Lunch is for a New Zealand audience.

See omnystudio.com/listener for privacy information.

Quick Bite: How high does NZ rank globally for medicinal cannabis?

Mon, 24 Apr 2023 01:00:26 +0000

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'

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.

See omnystudio.com/listener for privacy information.

Growing Pains for Medicinal Cannabis? With Cannasouth

Wed, 19 Apr 2023 19:00:07 +0000

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 Mark 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/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.

See omnystudio.com/listener for privacy information.

Bonus Bite: China & AI

Tue, 18 Apr 2023 01:00:31 +0000

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

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.

See omnystudio.com/listener for privacy information.

Bonus Bite: Will China Invade Taiwan?

Sun, 16 Apr 2023 17:45:21 +0000

David Skilling spoke with BusinessDesk Managing Editor Pattrick Smellie about the potential for China to invade Taiwan, how likely is it, and what could the impacts be for investors? This bonus clip is in addition to our previous episode: ⁠Walking the tightrope with China⁠

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.

See omnystudio.com/listener for privacy information.

Walking the tightrope with China

Wed, 12 Apr 2023 17:30:41 +0000

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

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.

See omnystudio.com/listener for privacy information.

Bonus: How far off are Electric Motorhomes? THL's Future Fleet.

Mon, 10 Apr 2023 01:00:26 +0000

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'.

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.

See omnystudio.com/listener for privacy information.

We're Open! Tourism on the rebound

Wed, 05 Apr 2023 17:30:06 +0000

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

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.

See omnystudio.com/listener for privacy information.

Quick Bite: What to look at in an earnings report

Mon, 03 Apr 2023 20:08:20 +0000

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!

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.

See omnystudio.com/listener for privacy information.

Small Tech Speed Dating with PaySauce, AoFrio & TruScreen

Wed, 29 Mar 2023 16:30:04 +0000

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

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.

See omnystudio.com/listener for privacy information.

Quick Bite: The risker side of AI

Sun, 26 Mar 2023 23:51:10 +0000

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?

From our previous episode 'Investing in AI'

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.

See omnystudio.com/listener for privacy information.

Investing In AI - The potential & the pitfalls

Wed, 22 Mar 2023 16:30:19 +0000

Is the hype about ChatGPT real? We sit down with tech commentators Peter Griffin and Paul Spain, Futurist & Chief Executive at Gorilla Technology 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

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.

See omnystudio.com/listener for privacy information.

Quick Bite: Do Air NZ Dream of Electric Planes?

Sun, 19 Mar 2023 23:58:04 +0000

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.

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.

See omnystudio.com/listener for privacy information.

Air New Zealand's future takes flight with Greg Foran

Wed, 15 Mar 2023 16:30:50 +0000

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

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.

See omnystudio.com/listener for privacy information.

How anyone can own farmland

Wed, 08 Mar 2023 16:30:11 +0000

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

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.

See omnystudio.com/listener for privacy information.

Quick Bite: Assessing the aftermath of Cyclone Gabrielle on our property market

Mon, 06 Mar 2023 03:59:57 +0000

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.

Shared Lunch is for a New Zealand audience.

See omnystudio.com/listener for privacy information.

Tony Alexander on where investors are putting their cash

Wed, 01 Mar 2023 16:30:51 +0000

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

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.

See omnystudio.com/listener for privacy information.

What’s behind Ryman Healthcare’s capital raise

Mon, 27 Feb 2023 00:01:00 +0000

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.

See omnystudio.com/listener for privacy information.

Earnings Season Special - what to look for

Wed, 22 Feb 2023 19:22:35 +0000

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

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.

See omnystudio.com/listener for privacy information.

Quick Bite: How and where we build needs to change

Mon, 20 Feb 2023 03:10:28 +0000

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.

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.

See omnystudio.com/listener for privacy information.

Adverse Weather Events - An Insurer's Perspective

Wed, 15 Feb 2023 16:30:46 +0000

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

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.

See omnystudio.com/listener for privacy information.

Quick Bite: Property Breakdown by Region (Bonus)

Mon, 13 Feb 2023 00:01:49 +0000

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.

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.

See omnystudio.com/listener for privacy information.

Property Reset with Tony Alexander

Wed, 08 Feb 2023 16:30:21 +0000

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

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.

See omnystudio.com/listener for privacy information.

Quick Bite: Where are the silver linings in the market?

Mon, 06 Feb 2023 16:28:24 +0000

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.

Shared Lunch is for a New Zealand audience.

See omnystudio.com/listener for privacy information.

Investing In Uncertain Times

Wed, 01 Feb 2023 16:36:46 +0000

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

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.

See omnystudio.com/listener for privacy information.

Quick Bite: Property Price Predictions

Thu, 26 Jan 2023 00:39:45 +0000

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.

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.

See omnystudio.com/listener for privacy information.

Quick Bite: Where are the bright spots in the NZ economy right now?

Mon, 23 Jan 2023 00:00:08 +0000

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.

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Shared Lunch is for a New Zealand audience.

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What Investors Need to Know for 2023

Wed, 18 Jan 2023 16:30:06 +0000

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.

See omnystudio.com/listener for privacy information.

Summer Snack: Bear market basics & a recession refresher

Tue, 10 Jan 2023 01:01:57 +0000

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

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.

See omnystudio.com/listener for privacy information.

Summer Snack: The Hydrogen lowdown

Tue, 03 Jan 2023 01:00:16 +0000

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

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.

See omnystudio.com/listener for privacy information.

Summer Snack: Medicinal Cannabis Q&A with Cannasouth

Tue, 27 Dec 2022 01:00:17 +0000

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

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.

See omnystudio.com/listener for privacy information.

Christmas Bonus! 🎄 Plus some festive money tips...

Mon, 19 Dec 2022 00:44:44 +0000

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.

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Investing involves risk. You might lose the money you start with. Content is current at the time.

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Frances & Dan's Top Episodes Of The Year

Wed, 14 Dec 2022 16:31:40 +0000

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!

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.

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Quick Bite: Did we get it right on inflation? Plus Brad Olsen's 2 minute noodles test for the economy

Sun, 11 Dec 2022 23:43:40 +0000

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.

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2022 Review! With Brooke & Leighton Roberts from Sharesies & Brad Olsen

Wed, 07 Dec 2022 16:16:10 +0000

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

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.

See omnystudio.com/listener for privacy information.

Quick Bite: Did Elon overpay for Twitter?

Mon, 05 Dec 2022 21:19:44 +0000

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.

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What's next for the social tech titans?

Thu, 01 Dec 2022 03:14:45 +0000

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.

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.

See omnystudio.com/listener for privacy information.

Quick Bite: Construction & property forecasts with Fletcher Building

Mon, 28 Nov 2022 02:47:41 +0000

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.

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Fletcher Building CEO Ross Taylor on tough times and industry innovation

Thu, 24 Nov 2022 01:21:23 +0000

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.

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.

See omnystudio.com/listener for privacy information.

Quick Bite: Infratil's golden rule for investing

Mon, 21 Nov 2022 21:51:01 +0000

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.

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Investing involves risk. You might lose the money you start with. Content is current at the time.

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Investing in ideas that matter with Infratil CEO Jason Boyes

Thu, 17 Nov 2022 03:20:00 +0000

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’,

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.

See omnystudio.com/listener for privacy information.

6 months a year off, living on a ⛵ - Can the dream come true with fixed income investing?

Tue, 15 Nov 2022 03:25:10 +0000

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.

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Passive Income Hacks

Thu, 10 Nov 2022 05:05:29 +0000

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

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.

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Quick Bite: How to stay strong during volatile markets with Dr Ayesha Scott

Tue, 08 Nov 2022 00:32:58 +0000

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.

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Investing involves risk. You might lose the money you start with. Content is current at the time.

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Mind Over Money with Dr Ayesha Scott

Thu, 03 Nov 2022 02:54:05 +0000

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.

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.

See omnystudio.com/listener for privacy information.

Zombies, FAANG's and a dead cat bounce - A Halloween special with Brad Olsen

Sun, 30 Oct 2022 03:00:08 +0000

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

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.

See omnystudio.com/listener for privacy information.

Inflation Nation with Brad Olsen

Thu, 27 Oct 2022 01:16:54 +0000

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

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.

See omnystudio.com/listener for privacy information.

Quick Bite: What are The Warehouse Group's grocery plans?

Mon, 24 Oct 2022 23:38:43 +0000

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.

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The Warehouse Group CFO Jonathan Oram on supermarket shake ups, Costco and the challenge of inflation

Thu, 20 Oct 2022 03:01:41 +0000

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

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.

See omnystudio.com/listener for privacy information.

Quick Bite: How should we measure ESG? Where does your fund stack up?

Mon, 17 Oct 2022 21:40:41 +0000

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/

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Investing involves risk. You might lose the money you start with. Content is current at the time.

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ESG: Expectations vs Reality

Thu, 13 Oct 2022 01:34:18 +0000

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.

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.

See omnystudio.com/listener for privacy information.

Will Green Hydrogen Save Us?

Thu, 06 Oct 2022 02:07:46 +0000

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.

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.

See omnystudio.com/listener for privacy information.

The Kiwi Dollar, down not out, with Kiwibank Chief Economist Jarrod Kerr

Thu, 29 Sep 2022 03:58:09 +0000

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.

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.

See omnystudio.com/listener for privacy information.

Quick Bite: What will Rod Duke do to keep Briscoes on top?

Mon, 26 Sep 2022 20:58:38 +0000

From our episode with Briscoe Group MD Rod Duke as he talks about the ups and downs of retailing in 'interesting' times.

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Investing involves risk. You might lose the money you start with. Content is current at the time.

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Briscoe Group MD Rod Duke on the retail battle

Thu, 22 Sep 2022 04:14:19 +0000

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.

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.

See omnystudio.com/listener for privacy information.

Quick Bite: What is the Māori economy and what values drive Māori business?

Mon, 19 Sep 2022 22:19:24 +0000

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.

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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.

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Te Ao Māori values & Investing with Tipene Kapa-Kingi

Thu, 15 Sep 2022 02:01:02 +0000

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

Appearance on Shared Lunch is not an 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.

See omnystudio.com/listener for privacy information.

Quick Bite: NZ Windfarms CEO Warren Koia on energy use by 2050

Mon, 12 Sep 2022 04:19:22 +0000

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.

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NZ Windfarms CEO Warren Koia and Chair Craig Stobo on a renewable future

Thu, 08 Sep 2022 04:44:04 +0000

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.

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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.

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Quick Bite: Tony Alexander sums up the NZ property market in 60 seconds

Mon, 05 Sep 2022 17:00:40 +0000

Independent Economist Tony Alexander shares his key takeaway from our episode 'Is Property Hot' in 60 seconds.

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Investing involves risk. You might lose the money you start with. Content is current at the time.

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Is Property Hot? Tony Alexander on the future of the sector

Thu, 01 Sep 2022 02:53:03 +0000

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.

See omnystudio.com/listener for privacy information.

Quick Bite: Spark CEO Jolie Hodson on growth opportunities and problem areas for the telco market

Mon, 29 Aug 2022 00:16:34 +0000

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.

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Investing involves risk. You might lose the money you start with. Content is current at the time.

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Spark CEO Jolie Hodson on strong results & telco growth

Thu, 25 Aug 2022 04:59:00 +0000

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?

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The Streaming Wars: what will Netflix do next?

Thu, 18 Aug 2022 03:18:15 +0000

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.

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.

See omnystudio.com/listener for privacy information.

TradeWindow CFO Andrew Balgarnie on improving global trade

Thu, 11 Aug 2022 03:40:11 +0000

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.

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.

See omnystudio.com/listener for privacy information.

US Quarterly Earnings - what can investors learn?

Thu, 04 Aug 2022 02:30:20 +0000

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.

See omnystudio.com/listener for privacy information.

The State of Travel & Tourism

Thu, 21 Jul 2022 02:48:41 +0000

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.

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.

See omnystudio.com/listener for privacy information.

Cannasouth CEO Mark Lucas on their latest medicinal cannabis contract

Thu, 14 Jul 2022 04:28:19 +0000

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..

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.

See omnystudio.com/listener for privacy information.

Construction Industry 101

Thu, 07 Jul 2022 03:11:43 +0000

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.

Appearance on Shared Lunch is not an 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.

See omnystudio.com/listener for privacy information.

Fisher & Paykel Healthcare CFO Lyndal York on being ready for Covid and improving patient outcomes

Thu, 30 Jun 2022 04:05:01 +0000

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.

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.

See omnystudio.com/listener for privacy information.

Bear Markets 101

Thu, 23 Jun 2022 02:46:55 +0000

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.

See omnystudio.com/listener for privacy information.

Meridian Energy CFO Mike Roan on Meridian's present and future, Tiwai Point and hydrogen.

Thu, 16 Jun 2022 03:12:06 +0000

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.

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.

See omnystudio.com/listener for privacy information.

Shared Lunch: Supermarkets 101

Thu, 09 Jun 2022 04:51:19 +0000

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!

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.

See omnystudio.com/listener for privacy information.

Channel Infrastructure CEO Naomi James on Marsden Point's transition from oil refining to oil importing

Thu, 02 Jun 2022 03:39:23 +0000

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.

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.

See omnystudio.com/listener for privacy information.

Shared Lunch: State of the Economy

Thu, 26 May 2022 01:47:14 +0000

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.

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.

See omnystudio.com/listener for privacy information.

Port of Tauranga CEO Leonard Sampson on being a port in the storm of Covid.

Thu, 19 May 2022 02:19:17 +0000

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.

See omnystudio.com/listener for privacy information.

Renewable Energy 101

Thu, 12 May 2022 02:32:11 +0000

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.

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.

See omnystudio.com/listener for privacy information.

Auckland International Airport CEO Carrie Hurihanganui on flight in the time of covid

Thu, 05 May 2022 04:18:24 +0000

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 .

Appearance on Shared Lunch is not an 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.

See omnystudio.com/listener for privacy information.

Artificial Intelligence 101

Thu, 28 Apr 2022 05:34:17 +0000

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.

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.

See omnystudio.com/listener for privacy information.

Radius Care CEO Andrew Peskett on the aged care sector and how Radius is planning for the future

Thu, 21 Apr 2022 07:33:52 +0000

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.

Appearance on Shared Lunch is not an 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.

See omnystudio.com/listener for privacy information.

Rights offers explained with Philip Ascroft, senior associate Chapman Tripp

Thu, 14 Apr 2022 04:14:54 +0000

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.

Appearance on Shared Lunch is not an 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.

See omnystudio.com/listener for privacy information.

Special Interview: Air New Zealand CEO Greg Foran on the capital raise

Fri, 08 Apr 2022 05:43:52 +0000

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.

See omnystudio.com/listener for privacy information.

Rakon Limited CEO Sinan Altug on Rakon's "who's who" of tech clients

Thu, 07 Apr 2022 03:06:41 +0000

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.

Appearance on Shared Lunch is not an 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.

See omnystudio.com/listener for privacy information.

Assigning value in an intangible world | a metaverse deep dive

Fri, 01 Apr 2022 00:01:22 +0000

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.

Appearance on Shared Lunch is not an 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.

See omnystudio.com/listener for privacy information.

Winton Land Limited CEO Chris Meehan on why a property developer would list on the share market, the 15 minute lifestyle and the ups and downs of the RMA.

Thu, 24 Mar 2022 02:24:42 +0000

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.

Appearance on Shared Lunch is not an 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.

See omnystudio.com/listener for privacy information.

Everything you wanted to know about the New Zealand Stock Exchange | NZX deep dive

Thu, 17 Mar 2022 01:50:57 +0000

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.

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.

Appearance on Shared Lunch is not an 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.

See omnystudio.com/listener for privacy information.

Contact Energy CEO Mike Fuge on Tiwai Point, energy prices, and sustainability

Thu, 10 Mar 2022 01:45:45 +0000

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.

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.

See omnystudio.com/listener for privacy information.

Share market dip: what you need to know

Thu, 27 Jan 2022 00:15:52 +0000

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.

See omnystudio.com/listener for privacy information.

Bonus Episode - 2022: Setting the Scene

Thu, 20 Jan 2022 20:52:36 +0000

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

See omnystudio.com/listener for privacy information.

Air New Zealand CEO Greg Foran on COVID-19, sustainability and 2022.

Thu, 02 Dec 2021 04:35:59 +0000

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.

See omnystudio.com/listener for privacy information.

The Economy in 2021 (with Mary Jo Vergara, Kiwibank economist)

Thu, 25 Nov 2021 03:29:46 +0000

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.

See omnystudio.com/listener for privacy information.

Dairy Industry 101 (with Julia Jones, Head of Insight, NZX)

Thu, 18 Nov 2021 03:51:11 +0000

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.

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

See omnystudio.com/listener for privacy information.

Sharesies End of Year Catch Up with Brooke, Gus and Erin.

Thu, 11 Nov 2021 00:57:54 +0000

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.

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

See omnystudio.com/listener for privacy information.

Greenwashing: how to know it when you see it (with John Berry, co-founder Pathfinder Asset Management)

Fri, 05 Nov 2021 04:26:56 +0000

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.

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

See omnystudio.com/listener for privacy information.

TradeWindow's direct-listing on the NZX with COO Andrew Balgarnie

Thu, 28 Oct 2021 04:52:41 +0000

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.

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

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

See omnystudio.com/listener for privacy information.

Genesis Energy CEO Marc England on sustainability and a zero carbon future

Thu, 21 Oct 2021 22:47:42 +0000

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!

See omnystudio.com/listener for privacy information.

Electric Car Industry 101 (with Mevo CEO Erik Zydervelt)

Thu, 14 Oct 2021 20:31:04 +0000

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.

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

See omnystudio.com/listener for privacy information.

World Investor Week 2021: Due Diligence Deep Dive

Thu, 07 Oct 2021 06:45:45 +0000

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

See omnystudio.com/listener for privacy information.

Z Energy CEO Michael Bennetts on the company's zero carbon future

Thu, 30 Sep 2021 04:07:29 +0000

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.

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

See omnystudio.com/listener for privacy information.

Rocket Lab CEO Peter Beck on getting to the Nasdaq and future missions.

Thu, 23 Sep 2021 01:53:42 +0000

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.

See omnystudio.com/listener for privacy information.

Mary Holm on strategies to create a personal investment portfolio

Thu, 16 Sep 2021 06:20:54 +0000

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

See omnystudio.com/listener for privacy information.

How Tourism Holdings Limited is navigating the pandemic (with CEO Grant Webster)

Tue, 14 Sep 2021 06:16:53 +0000

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).

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

See omnystudio.com/listener for privacy information.

Ross Taylor, CEO of Fletcher Building on riding the supply shortage and carbon neutral building.

Thu, 02 Sep 2021 02:06:50 +0000

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

See omnystudio.com/listener for privacy information.

Lunch Money with Leighton, Brooke and Sonya

Thu, 26 Aug 2021 02:03:21 +0000

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.

See omnystudio.com/listener for privacy information.

The OCR: what is its impact on investing? Zoe Wallis, Chief Economist for Deloitte NZ

Thu, 19 Aug 2021 01:54:18 +0000

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.

See omnystudio.com/listener for privacy information.

Lunch Money Special: Money Week 2021 - Covid, Kiwisaver and Investing

Thu, 12 Aug 2021 01:36:20 +0000

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.

See omnystudio.com/listener for privacy information.

The trials of starting an ethical fund based on Māori values - Temuera Hall, director of TAHITO Ltd.

Thu, 05 Aug 2021 01:40:45 +0000

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!

See omnystudio.com/listener for privacy information.

Laybuy co-founder Gary Rohloff on the Buy Now Pay Later (BNPL) sector

Thu, 29 Jul 2021 01:39:21 +0000

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.

See omnystudio.com/listener for privacy information.

Debbie Birch, chairperson of IWIinvestor on Māori investment

Thu, 22 Jul 2021 01:51:12 +0000

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

See omnystudio.com/listener for privacy information.

All about ETFs and active vs passive investing - Ilan Israelstam, co-founder of Betashares

Thu, 15 Jul 2021 01:39:19 +0000

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.

See omnystudio.com/listener for privacy information.

The amazing story behind Pacific Edge's life saving cancer tests - CEO David Darling

Thu, 08 Jul 2021 02:03:15 +0000

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 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!

See omnystudio.com/listener for privacy information.

AI and humans working together to translate the world - Straker Translations CEO Grant Straker

Thu, 01 Jul 2021 02:47:16 +0000

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.

See omnystudio.com/listener for privacy information.

Can you grow your wealth, but also invest ethically? - Barry Coates of Mindful Money explains how

Thu, 24 Jun 2021 02:59:43 +0000

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

Cartoon

Investment impact

See omnystudio.com/listener for privacy information.

Australian journalist Jessica Sier on the ASX and creating good investing habits.

Thu, 17 Jun 2021 01:46:05 +0000

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.

See omnystudio.com/listener for privacy information.

Infratil's CFO Phillippa Harford on what's next for the infrastructure fund.

Thu, 10 Jun 2021 02:04:55 +0000

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.

See omnystudio.com/listener for privacy information.

Journalist Jenée Tibshraeny on how Budget 2021 and the OCR announcements impact investors

Thu, 03 Jun 2021 01:49:54 +0000

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.

See omnystudio.com/listener for privacy information.

Kirsty Godfrey-Billy from Xero

Thu, 27 May 2021 02:29:15 +0000

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.

See omnystudio.com/listener for privacy information.

Victoria Harris from The Curve

Thu, 20 May 2021 02:14:00 +0000

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.

See omnystudio.com/listener for privacy information.

Brian Ward from Aroa Biosurgery

Thu, 13 May 2021 02:21:19 +0000

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.

See omnystudio.com/listener for privacy information.

Ralph Highnam Volpara Health Technologies

Thu, 06 May 2021 02:53:09 +0000

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.

See omnystudio.com/listener for privacy information.

Scott Phillips from The Motley Fool Australia

Thu, 29 Apr 2021 02:38:10 +0000

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.

See omnystudio.com/listener for privacy information.

Victoria Devine from She's on the Money

Thu, 22 Apr 2021 02:53:18 +0000

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.

See omnystudio.com/listener for privacy information.

Scott Scoullar from Summerset

Thu, 15 Apr 2021 02:56:30 +0000

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.

See omnystudio.com/listener for privacy information.

Todd Hunter from Turners Automotive Group

Thu, 08 Apr 2021 01:54:03 +0000

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.

See omnystudio.com/listener for privacy information.

Brad Olsen from Infometrics

Thu, 01 Apr 2021 01:44:08 +0000

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.

See omnystudio.com/listener for privacy information.

Darrin Grafton from Serko

Thu, 25 Mar 2021 02:05:22 +0000

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'.

See omnystudio.com/listener for privacy information.

Sophie Moloney from Sky TV

Thu, 18 Mar 2021 02:06:11 +0000

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.

See omnystudio.com/listener for privacy information.

Lunch Money: International Women's Day (with Frances Cook & Kendall Flutey!)

Mon, 08 Mar 2021 01:04:16 +0000

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.

See omnystudio.com/listener for privacy information.

Volatile investments: GameStop, AMC Entertainment, and more

Wed, 03 Feb 2021 01:22:43 +0000

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).

See omnystudio.com/listener for privacy information.

Mandy Simpson from Z Energy

Thu, 26 Nov 2020 19:56:41 +0000

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.

See omnystudio.com/listener for privacy information.

Oliver Mander from the NZ Shareholders’ Association (NZSA)

Thu, 19 Nov 2020 01:14:26 +0000

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.

See omnystudio.com/listener for privacy information.

Craig Herbison from Plexure

Thu, 12 Nov 2020 01:47:40 +0000

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.

See omnystudio.com/listener for privacy information.

US ETFs special with Blair DuQuesnay

Thu, 05 Nov 2020 01:37:11 +0000

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.

See omnystudio.com/listener for privacy information.

Justine Smyth CNZM

Thu, 29 Oct 2020 01:37:46 +0000

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.

See omnystudio.com/listener for privacy information.

NZ Election Special with Jenée Tibshraeny

Thu, 22 Oct 2020 02:27:07 +0000

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.

See omnystudio.com/listener for privacy information.

Mike Taylor from Pie Funds

Thu, 15 Oct 2020 02:07:48 +0000

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.

See omnystudio.com/listener for privacy information.

Roger Sharp from North Ridge Partners

Thu, 08 Oct 2020 02:40:50 +0000

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.

See omnystudio.com/listener for privacy information.

Antonia Watson from ANZ New Zealand

Thu, 01 Oct 2020 01:11:21 +0000

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.

See omnystudio.com/listener for privacy information.

Bruce Gordon from Pushpay

Thu, 24 Sep 2020 04:32:53 +0000

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.

See omnystudio.com/listener for privacy information.

Lewis Gradon from Fisher & Paykel Healthcare

Thu, 17 Sep 2020 04:04:18 +0000

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.

See omnystudio.com/listener for privacy information.

The US economy with Rod Oram

Thu, 10 Sep 2020 04:39:52 +0000

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!).

See omnystudio.com/listener for privacy information.

'Ask Me Anything' (US shares edition!)

Thu, 03 Sep 2020 03:13:19 +0000

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!

See omnystudio.com/listener for privacy information.

Intro to US shares with Tyrone Ross

Thu, 27 Aug 2020 02:43:18 +0000

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!

See omnystudio.com/listener for privacy information.

Mike Fuge from Contact Energy

Thu, 20 Aug 2020 01:57:13 +0000

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.

See omnystudio.com/listener for privacy information.

Sorted Money Week special!

Thu, 13 Aug 2020 03:29:30 +0000

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!

See omnystudio.com/listener for privacy information.

Hugh Stevens from Smartshares

Thu, 06 Aug 2020 02:51:09 +0000

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.

See omnystudio.com/listener for privacy information.

Asantha Wijeyeratne from PaySauce

Thu, 30 Jul 2020 02:51:55 +0000

Gus and Zoe are joined by Asantha Wijeyeratne, CEO and co-founder of PaySauce—an NZX-listed company that develops software for payroll solutions.

See omnystudio.com/listener for privacy information.

Leon Clement from Synlait

Thu, 23 Jul 2020 05:31:25 +0000

John and Leighton are joined by Leon Clement, CEO of Synlait Milk Limited, a B Corp and NZX-listed dairy processing company.

See omnystudio.com/listener for privacy information.

Andrew Davies from B Lab

Thu, 16 Jul 2020 05:07:17 +0000

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!).

See omnystudio.com/listener for privacy information.

Brad Olsen from Infometrics

Thu, 09 Jul 2020 03:45:21 +0000

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.

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The Story of Sharesies

Thu, 02 Jul 2020 05:52:12 +0000

Sonya and Leighton share the story of Sharesies; how Sharesies began, what's led us here today, and our vision for the future.

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Jenée Tibshraeny from Interest.co.nz

Thu, 25 Jun 2020 02:36:40 +0000

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.

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Mark Lucas from Cannasouth

Thu, 18 Jun 2020 02:26:53 +0000

Sonya and Leighton are joined by Mark Lucas, Executive Director and CEO of Cannasouth Limited, an NZX-listed biopharmaceutical research and development company.

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Frances Cook from Cooking the Books

Thu, 11 Jun 2020 05:23:26 +0000

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.

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Phillippa Harford from Infratil

Thu, 04 Jun 2020 03:40:28 +0000

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.

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Lunch Money with Gus and Leighton

Thu, 28 May 2020 01:26:12 +0000

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.

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Victoria Potarina from TruScreen

Thu, 21 May 2020 03:00:00 +0000

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.

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John Berry from Pathfinder Asset Management

Thu, 14 May 2020 03:00:00 +0000

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.

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Product at Sharesies

Thu, 07 May 2020 03:00:00 +0000

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.

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Sharesies' Order Process

Thu, 30 Apr 2020 03:00:00 +0000

In this episode, Sophie (Lead Dealer) and Jess (Senior Product Designer) joins Sonya and Leighton to talk about the order process at Sharesies.

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Tax and Corporate Actions

Thu, 23 Apr 2020 03:00:00 +0000

Sonya and Leighton are joined by Hardy (Head of Operations) and Zoe (Operations Associate) to talk about tax and corporate actions.

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Security at Sharesies

Thu, 16 Apr 2020 03:00:00 +0000

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.

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Lunch with Sonya and Leighton

Thu, 09 Apr 2020 03:00:00 +0000

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.

See omnystudio.com/listener for privacy information.