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 Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the mone ...
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Grappling with startup uncertainty? Welcome home, early-stage founders; this podcast is for you. Bringing you the honest realities of startup life since 2019 from those a couple of steps ahead – UK’s No.2 startup podcast. Why listen? 1. Innovative Format: Our unique three-part format combines insightful interviews, thoughtful analysis, and actionable advice for your business. Where guests speak more than the hosts. 2. Real Stories, Real Struggles: We delve into the gritty realities of startu ...
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All things diversification, with Victoria from The Curve
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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 th…
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Investing outside NZ? Here are some tax rules (FIF)
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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…
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Smart brings bitcoin, gold, and more to the NZX
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26:37
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…
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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 portf…
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How does an unstable climate impact your insurance?
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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 ev…
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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 Plen…
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Victoria Devine: Why your family home is not an investment
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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 t…
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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 htt…
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With interest rates down, will property bounce back?
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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 unemploymen…
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Bonus: Is international travel is set to get cheaper? Webjet Group CEO
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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 ca…
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Do fossil fuels play a part in the transition?
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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 dec…
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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 broug…
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Navigating turbulence: Air NZ CEO Greg Foran
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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…
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Contact’s Manawa takeover–who wins?
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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 Conta…
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Dairy drama: Synlait’s crucial survival vote
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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…
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ASX: Insights, earnings & outlook
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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 th…
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Fixing a broken housing market–Housing Minister Chris Bishop
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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 m…
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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 truc…
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Mainfreight: where next for the blue trucks?
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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 upgr…
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Bonus: Rocket Lab Investor Q&A with Sir Peter Beck
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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 si…
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Rocket Lab off to Mars–Sir Peter Beck
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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…
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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 …
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Phew! Interest rates go south! With KiwiBank's Jarrod Kerr
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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 an…
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Bought a house. Now what? With Hannah McQueen
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29:09
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 s…
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F&P Healthcare 41 years on: Lewis Gradon
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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, …
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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…
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Going for gold–Santana Minerals
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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— a…
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Doing medicinal cannabis differently–Rua Bioscience
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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 framewor…
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Bonus: How will AI change investing?
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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 nee…
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How Can Your Will Make a Difference? #Wills Week 2024
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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. W…
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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 epis…
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A flip flop on interest rates—Brad’s view
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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 …
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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 professi…
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Tax for investors 101
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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. Thi…
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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,…
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The US v NZ investing conundrum
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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 als…
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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 ep…
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Why invest in a port? Napier Port CEO Todd Dawson
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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 …
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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 expl…
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Weight loss drug boom—opportunities & risks
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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…
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Alfa Technology: From celebrity magician to startup founder
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From performing magic for prime ministers and billionaires to gracing stages on shows like Britain's Got Talent. Alfie Whattam shares his unorthodox journey from entertainment to launching his own recruitment startup, Alfa Technology. Alfa builds software engineering teams for businesses operating in cutting-edge technologies like AI and Web3. Unco…
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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 endorseme…
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How has Infratil sustained double digit growth?
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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 ou…
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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 Busi…
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Vendor back-log keeps a lid on house prices
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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 …
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Connectd: Embracing delusion, neurodiversity, and self-awareness in startup success
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How this entrepreneur overcame ADHD and dyslexia and used these diagnoses as his superpower to build two businesses worth millions. Hear the inspiring story of Roei Samuel, who discusses the importance of self-belief, transparency, and resilience in entrepreneurship. Roei got an exit with his first business, Real Sport, and has gone on to build the…
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EROAD’s highway to the USA
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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 futu…
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Energy and water tech on steroids—Gentrack
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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 lea…
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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 mo…
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When will interest rates turn? Brad’s view
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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 o…
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