Shared Lunch

Independent Economist Tony Alexander is back to crunch the numbers and spot investing trends over time with Dan Brunskill. We look at what people are buying, selling and their biggest fears over the last three months. There’s lots of great insights, especially around Tony’s fav topic property and the interest rate cycle. For more or to watch this episode on youtube - check out http://linktr.ee/sha...

Ryman Group CEO Richard Umbers joins Alice Rountree for a conversation around Ryman Healthcare after it announced a $902 million dollar capital raise. Ryman Healthcare provides retirement living and care in retirement village communities across New Zealand and Melbourne, Australia. We’re having this conversation with Richard to help Sharesies investers get a better understanding about how Ryman He...

It’s earnings season but do you know which numbers to scrutinise and what else should you be looking for? We’ll unpack this for you  and look at how companies are reporting their financial results against a back-drop of economic challenges. We're joined for this conversation by Co-Founder of the Curve Victoria Harris and Head of Equities at Nikko Asset Management Stuart Williams. For more or...

Tower CEO Blair Turnbull shares his perspective on how insurance data and modelling can help New Zealand's infrastructure planning as we head into a future of climate change, sea level rise and potential adverse weather events.  This is a clip from our previous episode 'Adverse Weather Events', watch or listen here. Brought to you by Sharesies, with BusinessDesk. Register for upcoming episode...

Severe weather events are on all our minds. This week on Shared Lunch we talk to Tower Insurance about how New Zealand needs to adapt to climate change. Tower CEO Blair Turnbull Blair says we live in the second most riskiest country in the world. And explains how the company prepares for more frequent severe weather events, and a marked increase in claims. For more or to watch this episode on yout...

In an exclusive clip, Tony Alexander breaks down New Zealand's regional property markets and gives us his expert predictions on potential over performers and the underdogs over the next few years. This clip is a bonus clip in addition to our previous episode 'Property Reset with Tony Alexander', watch or listen here. Brought to you by Sharesies, with BusinessDesk. Register for upcoming episodes an...

The property market has been in the doldrums. How far will prices drop and when will interest rates stop racing up? We look at all this and more with independent economist Tony Alexander. Tony explains the unique characteristics of the housing market and what influences it, plus how FOMO (fear of missing out) is being replaced by FOOP (fear of over paying). For more or to watch this episode on you...

Mike Taylor founder of PIE funds shares on the areas of the market he finds exciting right now, specifically renewable energy & the infrastructure around it, with a significant amount of cash spend required to get to net zero by 2050.  This clip is taken from our previous episode 'Investing in Uncertain Times', watch or listen here. New episodes of Shared Lunch are back in February. ...

How will markets behave in 2023? What are the industries and sectors to watch, are traditional safe havens still worth it? We need an expert view! Join us for a conversation with PIE Funds founder and Chief Investment Officer Mike Taylor for some top tips about making the most of a tough ride and building wealth for the long-term. For more or to watch this episode on youtube - check out http://lin...

Sharon Zollner looks at how far property prices in New Zealand could fall in 2023, could it be 22%, or even up to 50%, taking us back to 2010 levels? Plus, what are the other macroeconomic influences on our economy and are they pushing us in a negative or positive direction?   This clip is taken from our previous episode 'What Investors Need to Know for 2023', watch or listen here. New episod...

Sharon Zollner from ANZ speaks to Frances Cook about the rays of hope amongst the stressful factors of the year ahead.  According to Zollner, our food exports, stable banking and political sectors put us in good stead, but the housing market could be Aotearoa's biggest vulnerability.  This clip is taken from our previous episode 'What Investors Need to Know for 2023', watch or listen her...

Much has been said about the headwinds we face in 2023. And now we’re here! So what do retail investors need to know about the economy and the political and business environment? Join us for this special podcast episode where we talk to ANZ Chief Economist Sharon Zollner, esteemed business journalist Pattrick Smellie and Sharesies 3EO Leighton Roberts about everything from interest rates and housi...

From our best episodes of the year, Bear Markets 101 with Greg Fleming from Salt Funds provides a great explainer of what they are, how to learn from history and navigate through them. Definitely an episode to refresh on as we head into 2023 and a recession on the cards. Catch up: The Best of Shared Lunch Bear Markets 101 Shared Lunch is a conversation with experts, CEOs, and you. Each week we alt...

Over summer we're revisiting some of the best bits of our favourite Shared Lunch episodes of the past year. 'Will Green Hydrogen Save Us?' was another pick from Frances Cook in our recent best of the year list. Resource economics consultant Simon Coates and Meridian Energy's head of development Guy Waipara spoke about hydrogen's crucial role in the global energy transition and the opportunities an...

Over summer we're revisiting some of the best bits of our favourite Shared Lunch episodes of the past year. Frances Cook picked this interview as one of her highlights in our recent best of episode, Cannasouth Limited CEO Mark Lucas on the company's journey in the medicinal cannabis sector.  Catch up:  The Best of Shared Lunch Cannasouth with Marc Lucas - Full episode Shared Lunch is a c...

In our latest episode, Frances and Dan wrapped their favourite Shared Lunch episodes of the year. Now, as we head into Christmas, they reflect on their time hosting the podcast in 2022! They also discuss why being a grinch at Christmas could be a good thing, and what to get Reserve Bank Governor Adrian Orr for Secret Santa!' For more head to linktr.ee/sharedlunch Brought to you by Sharesies, with...

Frances Cook & Dan Brunskill have hosted Shared Lunch for the last year or so, but have never appeared together on the show, so to fix that, we decided to get them in a room to pick their favourite episodes of the year.  A couple of hints? Expect property chat, inflation, eating other peoples lunches, medicinal cannabis, ESG, Summer, Christmas and a whole lot more! Shared Lunch is a conve...

At the beginning of 2022 we made some predictions for the year, we had a listen back to see where we ended up - this clip is from our previous episode '2022 Review' with Brad Olsen, Brooke & Leighton Roberts and Dan Brunskill. For more head to linktr.ee/sharedlunch Brought to you by Sharesies, with BusinessDesk. Register for upcoming episodes and submit your questions over on crowdcast.io/shar...

It’s time for our end-of-year in review episode! So much to talk about… inflation, war, climbing interest rates, the tech stock wreck, ESG, the housing market… and more! 2022 was far from dull. Join a stellar line-up of guests to recap the year—Brooke & Leighton Roberts from Sharesies, Brad Olsen from Info-metrics & Dan Brunskill from Business Desk. What did we pick right and what did...

Felix Fok from Milford Asset Management gives the lowdown on Elon's twitter takeover and Dan asks the question is the tech bear market here to stay? This clip is from our previous episode of Shared Lunch.  For more head to linktr.ee/sharedlunch Brought to you by Sharesies, with BusinessDesk. Register for upcoming episodes and submit your questions over on crowdcast.io/sharesies. If there are...

Twitter’s on life support, Snapchat’s lost its…snap and does anyone use Facebook anymore? We ask Milford Asset Management Portfolio Manager Felix Fok whether social media is having an existential crisis and what shape the industry might take in the future. Shared Lunch is a conversation with experts, CEOs, and you. Each week we alternate between an interview with a company leader and an industry d...

Ross Taylor, CEO of Fletcher Building takes a look at where the construction & property sectors are right now, what the economic forecasters are saying and the reality of property buyers behaviour. This clip is from our previous episode of Shared Lunch. For more head to linktr.ee/sharedlunch Brought to you by Sharesies, with BusinessDesk. Register for upcoming episodes and submit your question...

With a global pandemic, supply chain challenges, rampant inflation and labour shortages, it’s been a tough couple of years for the building business—even at the big end of town. Fletcher Building  ( FBU ) CEO Ross Taylor joins Frances Cook to find out whether the industry’s turned a corner, why  FBU ’s strategy is all about sustainability and why people keep asking about his career batti...

Return to the idea, rather than the business, Jason Boyes from Infratil, provides an insight into how they decide when to stick with an investment and when to cut their losses. This clip is from our previous episode of Shared Lunch.  For more head to linktr.ee/sharedlunch Brought to you by Sharesies, with BusinessDesk. Register for upcoming episodes and submit your questions over on crowdcast...

Hot off the press! Infratil CEO Jason Boyes joins us on Shared Lunch fresh from announcing their interim results. Jason speaks with Dan Brunskill about how how the infrastructure investment company is faring in these interesting times and what it means to ‘invest in ideas that matter’,  Shared Lunch is a conversation with experts, CEOs, and you. Each week we alternate between an intervie...