Shared Lunch

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://l...

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 gr...

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 o...

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 spe...

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 w...

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...

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...

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 i...

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....

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...

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...

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 foll...

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 S...

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 Bus...

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...