Shared Lunch

In this Quick bite, we hear how a small book— The Four Agreements by Don Miguel Ruiz—shaped Webjet Group CEO Katrina Barry's leadership style. This quick bite is from our previous episode 'Webjet Group wants your whole travel wallet' For more or to watch on YouTube—check out http://linktr.ee/sharedlunch Shared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811...

They just turned down a takeover bid from private equity—so what's next for Webjet? We’re joined by Katrina Barry, CEO, to discuss ambitions to double the online travel agency’s value in the next five years against an evolving travel market and increased competition.  Hear how Webjet is expanding into hotels, tours, and packages to capture more of your travel spend—on...

In this quick bite, Infometrics Chief Executive Brad Olsen explains why market reactions in 2025 feel different. Despite wild volatility, geopolitical conflict, and patchy economic data, investors aren’t flinching like they used to. We explore why dips aren’t sparking panic, how business sentiment in Aotearoa is shifting, and why job ads staying flat could be more telling than official...

If our economy is in recovery, why is the supermarket checkout still so brutal? Listen in on our chat with Brad Olsen, Principal Economist at Infometrics. Brad breaks down why New Zealanders are still facing uncomfortable inflation, despite a gradual economic comeback—and why attractive interest rates aren’t luring buyers into the housing market. Are investors becoming ‘numb&rsqu...

Halter’s collars are already revolutionising the way farmers manage their herds. So what’s the next big move for this homegrown ag-tech unicorn? In this quick bite with Halter President Andrew Fraser, we hear why New Zealand is the perfect launchpad for innovation, how farming and tech are merging in powerful ways, and why an IPO isn’t the only path to success. This clip is from...

Get a closer look at billion-dollar agritech trailblazer Halter. We’re talking to Andrew Fraser, President, about the innovative cow collar system helping farmers get more from their land and livestock. Discover how this homegrown solution has improved pasture management and herd welfare across NZ, Australia, and the US—and won serious private investment capital.  Andrew discusses...

Sharesies' Matt MacPherson reveals the launch of members' most-requested feature—US Self-Select for the Sharesies KiwiSaver Scheme, opening access to 55 American companies. We discuss: The unique Investment Plan Builder tool that lets you experiment with portfolio combinations using virtual money before committing How guardrails work to maintain diversification (minimum 50% in base funds, ma...

Investors may be feeling uneasy as tensions remain high between the US, Iran, and Israel. To shed some light on the latest situation, we’re turning to Nicholas Bagnall, Chief Investment Officer at Te Ahumairangi fund, and Matt Macpherson, our Head of KiwiSaver.  Nicholas has seen more than a few conflicts play out over his 30+ years of investment management, so we’re asking—...

Wesfarmers CEO Rob Scott has competed on the world stage. So what did elite sport teach him about running billion-dollar brands like Kmart and Bunnings? Hear how Olympic discipline shaped his leadership style, why great teams (not great egos) matter most, and the investor advice he swears by:  “When the horse is dead, get off.” This clip is from our previous episode 'The investmen...

Meet Wesfarmers, the Aussie conglomerate behind Kmart, Bunnings, and Target. Former Olympian turned CEO Rob Scott recounts their rise from WA farmer's co-op to global investment titan—and what comes next. What makes their "loose-tight" management philosophy work? What’s the secret to Kmart's repositioning—including global demand for in-house brand Anko? How can Wesfarmers’&...

In this quick bite Jason Boyes from Infratil talks to some tough questions—share price drops, DeepSeek and CDC’s weight in the portfolio. Plus, hear about the importance of clear comms and site visits, and why he's staying patient on AI—even if investors want their Christmas presents early. This quick bite is from our previous episode 'How much runway does Infratil have?' For mor...

Jason Boyes, Infratil CEO, joins us from their $500M upgrade site at Wellington Airport—where the infrastructure investor holds a 66% stake. After reporting mixed results for the last financial year, Jason charts the course of Infratil’s future. What’s driven the company’s net loss for FY2024, even while underlying earnings showed growth? How does the management team plan t...

In this bonus episode, economist Tony Alexander tackles your burning questions—from the case for a land value tax, to the flood of Kiwis heading offshore, to what financial education should mean for kids.. Tony shares why a land tax might not fly politically, how soaring rates could change where retirees live, and a twist on the “brain drain”—with whole families following t...

Independent economist Tony Alexander is back to give us the lowdown on the housing market, interest rates, and what’s driving investment sentiment in 2025. He unpacks why lending is still lagging behind 2021 levels, despite a lift in business and consumer credit, and why the cost of living remains stubbornly high, with some commodity prices reportedly up around 17%. Why are private debt leve...

Ever wonder about those plastic crates your fruit comes in? Morrison CEO Paul Newfield reveals how these overlooked circular economy systems represent infrastructure potential his $25B firm hunts for. Paul shares his candid admission about underestimating New Zealand's renewable energy, why Australia's coal plants breaking down makes the energy transition inevitable, and how Morrison's decades-lon...

What’s driving global interest in infrastructure investment?   We’re talking to Paul Newfield, CEO at Morrison, a pioneering infrastructure manager with assets worth $25B USD. Their holdings include a portfolio of renewable energy, data centres, and healthcare infrastructure. Paul shares how Morrison plays the long game, finding businesses with sustainable competitive advantages a...

A quick catch-up with Napier Port’s CEO Todd Dawson reveals never a dull moment. Autonomous trucks and dredging to deepen shipping channels are just some of the things on the back of a strong half-year profit result. Increased container volumes and an earlier pipfruit season has helped boost the numbers. We hear how investors have been rewarded with a special dividend—on top of a highe...

How does Briscoe Group's Rod Duke view incoming competition from international retailers like IKEA and Sports Direct? The retail veteran shares his unconventional strategy of welcoming customers to try competitors. Plus - Duke reflects on his transition from hands-on management to mentoring, and why building a lasting legacy matters more than short-term defense. This clip is taken from our previou...

How do you steer a retail giant through US-China trade conflicts and low consumer spending? Garth Bray cracks open Rod Duke's playbook for weathering an economic downturn—and capitalising on an international trade standoff. The Briscoe Group CEO reveals how his buyers have used ongoing tariff tensions to find negotiating opportunities with Chinese suppliers.  In this episode, we find ou...

Is KiwiSaver better off with policy stability or is it overdue for comprehensive reform? Matt MacPherson from Sharesies & Chris Di Leva of Harbour Asset Management debate whether potential cuts to government contributions would impact participation rates.  Plus - how many investors would support higher KiwiSaver contributions in a cost of living crisis? This clip is taken from our previou...

Curious about investing in the US market in more ways than one?  In our latest episode of Shared Lunch, we explore a new KiwiSaver option, the Sharesies US500 Fund—what it is, how it works, and what role it might play as a part of your KiwiSaver. We also cover why global diversification matters, the recent US market wobbles,  your risk appetite, and how to think about US investing...

In this quick bite, Ed McKnight from Opes Partners challenges the perception that property investment is low-risk, explaining how leverage amplifies both gains and losses. How exactly does the "mortgage magnifier" work? Ed shares how even a 5% property value change can result in far bigger equity shift for investors. Plus, we look at historical returns between property and shares in New Zealand ov...

After recent rockiness in both equity and housing markets, we revisit the classic shares vs. property discussion with Ed McKnight, Resident Economist at Opes Partners. While he believes there’s a “buyer’s market”, Ed cautions that housing might be riskier than you think, and that leverage can amplify your losses as well as your returns. Is Ed worried about the impacts of cl...

In this quick bite: Leighton Roberts sits down with NZ Finance Minister Nicola Willis. Where are the inspiring local success stories and why don't we hear much about innovative Kiwi businesses? Plus - the government's fiscal strategy, current debt levels and the path to budget balance and why New Zealand's size might be its advantage.  This clip is taken from our previous episode '' For more...

After a tough few years for inflation, interest rates, and investor confidence, Nicola Willis is charged with not only repairing but expanding the economy. So how will our Minister of Finance and Economic Growth make that happen?  Get a preview of the upcoming Budget, and hear how the Minister plans to strike a balance between stimulating growth and managing spending. How will we prioritise i...