Shared Lunch

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...

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...

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...

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,...

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 youn...

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...

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 t...

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 t...

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://li...

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...

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 fue...

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...

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/sharedlun...

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 —c...

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...

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 you...

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...

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...

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/share...

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...

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...

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 r...

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 t...

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...

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. Appearanc...