Shared Lunch

Our number one trading partner, China, is open for business post Covid. But as geopolitical tensions play out, what does this mean for listed companies doing business there and the NZ economy? We talk to China expert David Skilling who warns that while there are still huge opportunities, navigating the complexities will be tricky to navigate. Hosted by Pattrick Smellie, Managing Editor of Business...

Tourism Holding Limited's CEO Grant Webster gave us an inside look at when we can expect electric motorhomes on the road, and why range anxiety is a big contributor to the slow take up. This clip is an extra from our episode 'We're Open! Tourism on the rebound - with THL'. Shared Lunch is brought to you by Sharesies, with BusinessDesk. If there are any companies, fund managers, or...

Post lock-downs, tourism is seen as a great hope—a weapon against recession. But is the pace of the tourism recovery creating more issues? We chat to Tourism Holdings CEO Grant Webster about all the hot topics, like airline capacity and pricing, THL’s expansion offshore, what a dividend payout might look like, and  when will the company be truly green? Hosted by Ella Somers from BusinessDesk. Apol...

From our Earnings season special, Victoria Harris from The Curve unpacked the financial key financial metrics that companies report, if you've ever wondered about a term like EBITDA (Earnings before interest, taxes, depreciation), take a listen! Shared Lunch is brought to you by Sharesies, with BusinessDesk. If there are any companies, fund managers, or other special guests you’d like to see o...

This week Frances Cook sits down with CEOs of 3 smaller companies on the NZX with big ideas, tech companies PaySauce, AoFrio and TruScreen. This is your chance to hear their story—the highs, the lows and their hopes for the future.  Disruption is the name of the game. Be it making payroll instantaneous for small business, refrigeration less carbon intensive and your ice cream tip-top, or eradicati...

Peter Griffin shares on some of the risks of AI, which is moving too quickly for some lawmakers, while companies such as Microsoft and Google are pushing ahead with AI adoption, the need for regulation is becoming increasingly apparent. Plus, how can New Zealand companies up their game? From our previous episode 'Investing in AI' Shared Lunch is brought to you by Sharesies, with BusinessDe...

Is the hype about ChatGPT real? We sit down with tech commentators Peter Griffin and Paul Spain , Futurist & Chief Executive at  Gorilla Technology to unwrap the artificial intelligence tool that has us both elated and worried. Our conversation looks at how the tech titans are jockeying for position, the growing AI ecosystem that investors need to watch and how our jobs, industries & lives...

Is Air New Zealand ready to join an air travel revolution with electric planes? CEO Greg Foran explains the 'Wicked Problem' of reducing carbon emissions, the complex challenges in this area and the timeline for introducing electric or hydrogen electric planes. This clip is from our previous episode of Shared Lunch, 'Air New Zealand's Future Takes Flight'.  watch or listen here...

After a gruelling reset, Air NZ is making headway again. We talk to Air NZ CEO Greg Foran about some of the tail winds for the airline like high fuel costs and inflation. He explains why airfares aren’t cheap and when they might ease. We put your questions to Greg and find out when electric planes will be a reality. For more or to watch this episode on youtube - check out http://linktr.ee/sharedlu...

Investing in a piece of rural NZ. This week on Shared Lunch Frances Cook talks with NZ Rural Land CEO Richard Milsom who is on a mission to democratise land ownership for Kiwis in the agricultural and forestry sectors. Our conversation  ticks all the big topics including  why rural land appears less affected  by economic pressures such as geopolitics and inflation,  plus the ch...

Tony Alexander breaks down the impact of Cyclone Gabrielle on the NZ and Hawkes Bay property market, what will this mean long-term for housing in NZ,  has this already forced prices up and how do we prevent people from forgetting over time? This clip is from our previous episode of Shared Lunch, 'Tony Alexander on where investors are putting their cash'. watch or listen here. Brought to you b...

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...