Shared Lunch

Could diversification across 10,000 global companies can help protect your wealth against volatility? Kathy Kellert, Vanguard’s Head of Equity Index Product, talks to us about Vanguard Total World Fund (VT), and responding to supply shocks and inflation without compromising long-term strategy. Hear why Kathy believes timing the market is "paralyzing," and the hidden costs of holding cash dur...

In this bonus clip, economist Brad Olsen unpacks the risk of stagflation, where inflation rises but economic growth stalls and why it’s back on the radar. With oil shocks, global uncertainty, and pressure building across the economy, we explore what could trigger it and how today’s environment compares to the past. This bite is from our latest episode of Shared Lunch. For more places t...

Principal Economist and CEO of Infometrics Brad Olsen unpacks the Reserve Bank's decision to hold the Official Cash Rate at 2.25%, and what’s happening with inflation and your mortgage.  What has the Reserve Bank said about inflationary pressures, and the oil-driven price shocks hitting businesses and households? Brad walks through the longer-term wholesale swap rates already pushing fi...

How big is the AI opportunity—really? In this bonus clip, Infratil CEO Jason Boyes breaks down why data centres sit at the centre of the AI boom. From surging demand driven by AI agents to the real-world returns already showing up in businesses, we explore why they think it could be one of their biggest investment calls of this decade. This bite is from our previous episode with Infratil. Fo...

How will all the spending on AI translate to bottom-line results? Infratil CEO Jason Boyes spends his days and nights thinking about data centers, and he has thoughts about where investors could see real returns.  We’re talking about the “defensive” nature of Infratil’s $11B infrastructure portfolio, and the impacts Jason anticipates from interest rate rises and shifti...

How do retail investors stack up against institutional? In this bonus clip, Centuria Co-CEO Jason Huljich explains why that’s not always the case—sharing how retail investors can be more flexible, more loyal, and ultimately more valuable over the long term. From building an investor base from zero to managing tens of thousands today, this is a perspective you don’t often hear in...

Meet Jason Huljich, co-CEO of ASX 200 property fund manager Centuria Capital. Since the 90s, Centuria has built an empire worth $22B, managing 150 funds spanning from industrial warehouses to private credit. Why does Jason believe the work from home shift is finally stabilising—and how is it impacting office supply vs demand? How do you offset the risks of lending billions to residential dev...

Australia has one of the strongest dividend cultures in the world.  We unpack how the franking credit system shapes investor behaviour, why income is such a central part of the Australian market, and how structures like listed investment companies aim to smooth dividends even through downturns. This bite is from our episode ‘AFIC's hundred-year long game’ . For more places to foll...

Does consistency and patience win in the end? Geoff Driver is General Manager at Australian Foundation Investment Company (AFIC), the century-old ASX mainstay managing $10B in assets. Amid an upcoming CEO transition and questions about performance, Geoff explains why he remains confident in AFIC’s philosophy of seeking resilient businesses with quality balance sheets. So, why does AFIC avoid...

Nvidia’s growth is tied to a massive global build-out of AI infrastructure — but most of the spending isn’t coming from consumers. It’s coming from hyperscalers like Amazon, Microsoft, Meta and Google pouring hundreds of billions into data centres and AI chips. We unpack whether that spending boom can continue, why Big Tech is now turning to debt markets to fund it, and wha...

Just south of Auckland, a massive development is underway that could become home to 60,000 people. Kiwi Property CEO Clive Mackenzie explains the vision behind Drury — a 50-hectare mixed-use town centre designed to support Auckland’s southward growth. From securing anchor tenants like Costco and New World, to working with government on transport, infrastructure and community facilities...

Clive Mackenzie is CEO of Kiwi Property, the developer transforming New Zealand's "Golden Triangle" through massive urban projects. Clive believes Sylvia Park will be a self-sustaining satellite city within two decades, in line with a global trend of turning shopping centres into massive, mixed-use metropolitan areas that act as giant spending magnets. We break down Kiwi Property’s $3B portf...

Is the golden age of software over? Andrew Curtayne, tech sector specialist at Milford Asset Management, puts the industry under the microscope. While hardware giants like Nvidia are still projecting heady numbers, software providers like Salesforce are under threat from AI tools that enable anyone to write code. With the central AI chip manufacturer sold out until 2028, what does that mean for th...

Are plant-based milks really disrupting dairy? David Bortolussi, CEO of The a2 Milk Company, says not so fast. In this bite, he explains why a2 is doubling down on its A1 protein-free dairy proposition — and why plant-based isn’t part of the core strategy. With US sales up 29% and profitability targeted for FY27, David shares why he believes premium dairy is back in growth — and...

David Bortolussi, CEO of The a2 Milk Company, tells us how the premium dairy pioneer has put the global pandemic in the rearview and is aiming for a $2 billion sales target. He shares the inside story of coming back from "rapid decline" to share price gains. Find out why David isn’t worried about declining Chinese birth rates, and how the company is shifting its strategy towards e-commerce....

Is 3% giving Kiwis a false sense of retirement security? We unpack the growing debate around lifting KiwiSaver contribution rates and comparisons being drawn to Australia’s 12% super system. Would higher compulsory contributions better prepare us for retirement, or risk widening inequality by pushing more people to opt out? This bite explores whether we’re really ready to contribute mo...

Was the 3% contribution rate always wrong? We sit down with Greg Smith from Generate KiwiSaver and Matt Macpherson from Sharesies to discuss the state of retirement. KiwiSaver membership is growing for both Generate and Sharesies, but Greg and Matt say that there’s a lot of work to do at the national level. So why did the latest budget halve government incentives, and what’s happening...

CEO Naomi James joins us to discuss leading a critical reset for Ryman Healthcare. The healthcare and property hybrid holds over $12 billion in assets, but the post-covid era has exposed its over-reliance on the housing market.  In this episode, Naomi reveals Ryman’s big shifts to achieve its first positive free cash flow in over a decade—and the tough calls along the way, includi...

New Zealand’s love affair with property investing might be entering a new era. Economist Tony Alexander joined us to unpack what’s changed — from the end of decades-long falling interest rates, to shifting tax rules, tighter lending restrictions, and rising costs that are reshaping investor behaviour. He explains why fewer everyday Kiwis may see property as the default path to we...

Independent economist Tony Alexander explains why we’re moving away from housing as a primary retirement plan, as a thirty-year era of falling interest rates comes to an end. Get Tony’s take on the dominance of first-home buyers, and whether now’s the time to lock in a long-term mortgage rate.  Why does Tony believe the Reserve Bank will hike rates again before the year is o...

Could the upcoming election mess with our economic recovery? Mark Lister reckons you should focus on "profits over politics" regardless of who wins. We’re joined by Mark, Director at Craigs Investment Partners, and Kiwibank Chief Economist Jarrod Kerr to break down what Kiwi investors can look for in 2026. Find out how mortgage rates hitting 4% could finally wake up the property market and l...

In the first of two parts on what investors need to know in 2026, we discuss a world preoccupied with the Trump effect. While markets like Japan and Europe outperformed the States last year, Craigs Investment Director Mark Lister and KiwiBank Chief Economist Jarrod Kerr explain why the US remains a major force. Closer to home, they outline how NZ is getting off its knees and into recovery mode. Is...

When do you stop going it alone with your money—and start getting advice? How do you know if you actually  need a financial advisor, and how do you find one you can trust? In the final episode of the Wealth Kick, we’re talking about what happens when DIY can only get you so far. We cover when it makes sense to bring in professional help, what green flags (and red flags) to look fo...

Now what? You’re not a beginner anymore, but you’re not a trader either. You’ve been investing for a while, and you understand the fundamentals—what comes next? Is it time to get more complicated, or just set and forget? In this episode of the Wealth Kick, we explore a new money problem: the question of how to progress your investing. We’re talking about research and...

What if you never had to work again? Well, you’ll get there someday—if you set yourself up for retirement.  It can be hard to get excited about your KiwiSaver account when retirement feels distant, but it’s your ticket to freedom. In this episode, we try to bring that far-off future a bit closer to home, with actions you can take now that could pay off later on. Listen in to...