Shared Lunch

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...

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,...

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 Share...

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...

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 htt...

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...

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 mo...

With fewer New Zealanders investing in residential property, and more looking to buy shares, are we witnessing a shift in the Kiwi psyche? 🥝 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 theory that we're close to the bottom of...

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...

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 Lu...

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 o...

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 sinc...