Shared Lunch

In a landscape of fluctuating interest rates, where are you parking your cash? Economist Brad Olsen breaks down the current financial environment and we ask what decisions are facing savers and borrowers? Plus, the emerging trend of shorter fixed mortgage terms... This is from our previous episode 'When will interest rates turn? Brad’s view' For more or to watch on youtube—check out http://linktr.ee/sharedlunch Brought to you by Sharesies, with BusinessDesk. Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time. See omnystudio.com/listener for privacy information.

The economy has been a bleak subject for much of this year. But are we starting to see that light at the end of the tunnel? For a pulse check we talk to Infometrics Principal Economist Brad Olsen about how NZ is faring and what makes our situation different to other parts of the world. Unsurprisingly the higher interest rate environment dominates our conversation and Brad makes a call on which way the Reserve Bank will lean when it meets next week. This episode covers what you need to know about inflation, house price movements and which sectors investors need to look out for. Plus the untapped potential that is Japan. For more or to watch on youtube—check out http://linktr.ee/sharedlunch Brought to you by Sharesies, with BusinessDesk. Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time. See omnystudio.com/listener for privacy information.

In this bonus bite, Frances Cook & Milford's Daniel Wu dive into Meta's (Facebook's) planned use of AI and the potential to leverage its massive user data trove. We explore how Meta might responsibly use this data for other purposes, such as training AI models, while addressing privacy concerns. Join us as we discuss Meta's AI ambitions, the challenges, and the opportunities that lie ahead. This bonus bite is in addition to our previous episode 'Meta in focus–AI, ethics and TikTok' For more or to watch on youtube—check out http://linktr.ee/sharedlunch Brought to you by Sharesies, with BusinessDesk. Investing involves risk. This episode is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. Information provided is general only and current at the time and does not take into account your circumstances, objectives or needs. We do not provide recommendations and you should always read the disclosure documents available to the product's issuer before making a financial decision. Our disclosure documents can be found on our website. If you require financial advice, you should consider speaking with a qualified financial advisor. The views expressed by individuals are their own and Sharesies does not endorse any of the guests or the views they hold. See omnystudio.com/listener for privacy information.

What’s next for Meta, the tech titan behind brands like Facebook, Instagram and WhatsApp? Sydney based Milford Asset Management senior analyst, David Wu, covers all the bases following Meta’s Q1 earnings, including why its forward guidance disappointed some investors. This conversation looks at the potential and the challenges ahead for Meta including how it hopes to justify, and monetize, AI initiatives. You’ll learn about the significance (or not) of the social platform’s first dividend, and is Tiktok the threat it once was? For more or to watch on youtube—check out http://linktr.ee/sharedlunch Brought to you by Sharesies, with BusinessDesk. Investing involves risk. This episode is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. Information provided is general only and current at the time and does not take into account your circumstances, objectives or needs. We do not provide recommendations and you should always read the disclosure documents available to the product's issuer before making a financial decision. Our disclosure documents can be found on our website. If you require financial advice, you should consider speaking with a qualified financial advisor. The views expressed by individuals are their own and Sharesies does not endorse any of the guests or the views they hold. See omnystudio.com/listener for privacy information.

We cross to Omaha, Nebraska in the US to speak with Sharesies co-founder and CEO Leighton Roberts as he fulfills a life-long dream to hear investing legend Warren Buffet. Leighton was one of 40,000+ investors from all over the world who attended the Berkshire Hathaway annual shareholder meeting. Helen Matterson asks Leighton about the experience and his takeaway for retail investors. For more episodes of Shared Lunch via podcast or YouTube—check out http://linktr.ee/sharedlunch Brought to you by Sharesies, with BusinessDesk. Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time. See omnystudio.com/listener for privacy information.

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.

Last week on Shared Lunch James Shaw, former Climate Change Minister, joined Pattrick Smellie to talk climate investment. In this quick bite he shares how he sees the global transition to sustainable technologies as one of the most significant investment opportunities we’ve faced, spanning infrastructure, housing, transport, energy, waste management, agriculture, and more. Check out the full episode: 'Ride the wave or be the wave–James Shaw' For more or to watch on youtube—check out http://linktr.ee/sharedlunch Brought to you by Sharesies, with BusinessDesk. Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time. See omnystudio.com/listener for privacy information.

In this Kids & Money school holiday episode, Brooke Roberts chats with ZM Drive host Clint Roberts (no relation!). Clint hosts The Parenting Hangover podcast, and shares his money experiences as a dad of two young daughters. We find out about growing up Roto-vegas, his DJ side hustle, and how tips from Hamish Blake & co-host Jordan 'How to Dad' Watson, have informed his family spending habits. As you'd expect from a nationwide drive show host, it's a great chat, with insightful perspectives on navigating kids and money as a modern dad. Plus how educational games and his Wolves of West Auckland investing club contribute to raising money-savvy kids. For more or to watch on youtube—check out http://linktr.ee/sharedlunch Brought to you by Sharesies, with BusinessDesk. Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time. See omnystudio.com/listener for privacy information.

Join Sharesies co-founder Brooke Roberts in this Kids & Money school holiday episode for her conversation with Jamie Beaton, CEO of Crimson Education and NZ Young Entrepreneur of the Year 2023. Jamie shares his inspiring story of getting into top universities like Harvard and Yale and starting Crimson to help other students achieve their academic dreams. Jamie talks about the money lessons he learned from his family, and multiple business ventures, which has helped form his belief of letting kids hustle as entrepreneurs from an early age. He points out how parents prioritise being academic in some countries (not NZ), and his take on the traits a successful student should have. For more or to watch on youtube—check out http://linktr.ee/sharedlunch Brought to you by Sharesies, with BusinessDesk. Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time. See omnystudio.com/listener for privacy information.

When it comes to climate investing: where are we? Where do we need to be? How will we get there? We ask former Climate Change Minister and co-leader of the Green Party, James Shaw, before he leaves Parliament on May 1. Shaw explains that while much of his job was telling the truth about a bleak subject, he’s buoyed by the ‘astonishing’ amount of money that’s going into so-called green finance globally. And he believes the transition from fossil fuels is the greatest investment opportunity of a lifetime. You’ll learn why climate reporting by listed companies is a gamechanger, the likely fate of forestry, why the carbon markets are failing, and what’s misunderstood about methane. For more or to watch on youtube—check out http://linktr.ee/sharedlunch Brought to you by Sharesies, with BusinessDesk. Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time. See omnystudio.com/listener for privacy information.

In this quick bite, Smartshares CEO Anna Scott, explains some of the advantages when it comes to the tax treatment of NZ based exchange-traded-funds. Plus what to consider—including currency exchange—when buying offshore ETFs versus local ‘wrapper’ versions. This is from our previous episode ‘Why invest in ETFs from NZ?’ For more or to watch on youtube—check out http://linktr.ee/sharedlunch Brought to you by Sharesies, with BusinessDesk. Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time. See omnystudio.com/listener for privacy information.

There are many advantages to investing in exchange-traded-funds (ETFs), but with so much choice how do you know whether to invest locally or go offshore? We ask these questions and more of Anna Scott the CEO of Smartshares—a fund manager owned by the NZX. We find out about moves to make it easier to invest in NZ infrastructure. Plus basics around ETFs, tax and currency considerations and what sort of Smartshares Bitcoin offering might be on the cards. For more or to watch on youtube—check out http://linktr.ee/sharedlunch Brought to you by Sharesies, with BusinessDesk. Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time. See omnystudio.com/listener for privacy information.

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

Investors are seeing through the doom clouds and investing in shares, while the property market is harder to navigate. We talk to independent economist Tony Alexander about investor preferences in the latest Sharesies quarterly Investing Insights Survey, which also shows crypto is edging back in popularity. Tony's pick for interest rates easing is near the end of the year. He thinks any reprieve for property investors, of which there are many sellers, is some way off. And predicts developers selling off-the- plan will do it tough. For more or to watch on youtube—check out http://linktr.ee/sharedlunch Brought to you by Sharesies, with BusinessDesk. Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time. See omnystudio.com/listener for privacy information.

Being AI, an AI and web-3 specialist, is the latest company to list on the New Zealand Stock Exchange (NZX), and is now available on Sharesies. We sat down with Nyssa Waters, the CEO and co-founder of Being Consultants, and David McDonald, the CEO of Being AI, to find out more about the company, the people behind it, and its ambition for the future. Find out why they believe AI isn’t just another tech bubble waiting to burst, but a present-day reality that we should embrace for its ability to bring transformative change. You can watch this episode on Sharesies’ YouTube channel. Sharesies will be paid a fee from Being AI for distributing this information to Sharesies investors. Appearance on this episode is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. This Sharesies Special is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time. See omnystudio.com/listener for privacy information.

NZ’s biggest retailer The Warehouse Group is getting back to basics after writing off Torpedo7, declining sales and plans to exit e-commerce venture TheMarket.com. We talk to acting CFO Celia Mearns following the Red Shed’s half-year results, which it describes as ‘sobering’. Celia shares the challenges of online sales and competing with the likes of Temu. You’ll also find out how the retailer will navigate ongoing headwinds, why the grocery business is a bright spot, and that the ‘everybody gets a bargain’ jingle is… here to stay! For more or to watch on youtube—check out http://linktr.ee/sharedlunch Brought to you by Sharesies, with BusinessDesk. Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time. See omnystudio.com/listener for privacy information.

On our recent episode we caught up with Skellerup's outgoing CEO David Mair. BusinessDesk's Rebecca Stevenson chatted to David about this exceptional growth, which he puts down to a focus on process and continuous improvement driven by the Japanese philosophy of Kaizen / Kaikaku. David also thinks we're too worried about failure, so what's his approach when situations don't work out as intended? This quick bite is from our previous episode: 'Skellerup’s David Mair on leadership and legacy'. For more or to watch on youtube—check out http://linktr.ee/sharedlunch Brought to you by Sharesies, with BusinessDesk. Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time. See omnystudio.com/listener for privacy information.

Skellerup—the Kiwi icon famous for Red Band gumboots—has gone from financial troubles to a multi-national solving complex tooling and material problems in industry and agriculture. We talk to star CEO, Skellerup’s David Mair about this journey during his nearly 14 years at the helm, and what the future holds when he steps down at the end of this month. David shares his philosophy for leading and the importance of failure, learning by doing and combination of both speed and velocity. Plus the role of the investor. For more or to watch on youtube—check out http://linktr.ee/sharedlunch Brought to you by Sharesies, with BusinessDesk. Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time. See omnystudio.com/listener for privacy information.

Steven Joyce, former deputy PM & finance minister, shares his candid perspective on the shifting tides of the nation's business environment under the new government. He reflects on the regulatory burdens and the resilience of local businesses. Plus his take on the 'year of changing gear' and the government policy and business confidence that could redefine New Zealand's economic horizons. This quick bite is from our previous episode: 'Changing gears—Steven Joyce on where business is headed'. For more or to watch on youtube—check out http://linktr.ee/sharedlunch Brought to you by Sharesies, with BusinessDesk. Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time. See omnystudio.com/listener for privacy information.

How will business fare under the coalition government? What’s working? What needs to change? We sit down with entrepreneur, former cabinet minister and newly appointed board member of The Icehouse & Icehouse ventures Steven Joyce to chew over these and more. You’ll learn why he thinks capital markets could be revitalised with more companies listing if there were fewer restrictions, how private-public partnerships might help our infrastructure crisis, and the sectors he thinks will prosper. Plus why TV media companies got it wrong. For more or to watch on youtube—check out http://linktr.ee/sharedlunch Brought to you by Sharesies, with BusinessDesk. Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time. See omnystudio.com/listener for privacy information.