How are the first crypto-backed ETFs set to impact the investment market? Industry giants are now providing accessible avenue to cryptocurrency exposure with 11 new ETF's approved. In this Shared Lunch quick bite, Global markets commentator Simon Robertson gives his thoughts on a significant market evolution. This Quick Bite is from our previous episode: 2024: What Investors Need to Know. This wide reaching conversation includes the geopolitical influence versus NZ politics, changing business co...
Jan 21, 2024•2 min
Will inflation become less sticky? When will interest rates trend down? What are the sectors and stocks to watch? We put these questions and much more to ANZ chief economist and global markets commentator Simon Robertson. This wide reaching conversation includes the geopolitical influence versus NZ politics, changing business confidence and is Bitcoin investing about to become mainstream? For more or to watch on youtube—check out http://linktr.ee/sharedlunch Brought to you by Sharesies, with Bus...
Jan 17, 2024•37 min
Kendell Flutey, co-founder and director of financial education platform Banqer, shares about the importance of the physicality of money, and explains the three jar method, a way of helping kids manage their money. This is a quick bite from our previous episode 'Kids & Money with Kendell Flutey from Banqer'. They talk about the different stages of financial education, from preschool to high school, and how parents can guide and engage in these conversations. Brought to you by Sharesies, with ...
Jan 14, 2024•2 min
Kendell Flutey, co-founder and director of financial education platform Banqer, joins Sharesies' co-founder Brooke Roberts in the third episode of our "Kids & Money" summer series. They talk about the different stages of financial education, from preschool to high school, and how parents can guide and engage in these conversations. This includes why it’s important to have conversations that are right for the child’s age. How to encourage understanding of financial terms. Being mindful of wha...
Jan 10, 2024•32 min
Nigel Latta talks about the role of values when it comes to kids and money, plus the teenage years and the importance of the 'long conversation'. This quick bite is from our previous episode 'Kids & Money with Nigel Latta' 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 the presenters, guests, or the entities they represent. Their views are thei...
Jan 07, 2024•4 min
New Zealand psychologist and author Nigel Latta joins Sharesies' co-founder Brooke Roberts in the second episode of our "Kids & Money" series. In this episode, we discuss the importance of teaching kids about money, including concepts of saving and how temperament impacts a child's approach to finances. Nigel shares insights from his experience educating his own children about money and explains why conveying values to children affects their behavior, including financial decisions. In this s...
Jan 03, 2024•41 min
How does Ruth Henderson, AKA The Happy Saver manage pocket money with her teenage daughter? Find out about the non-negotiable amount that has to be invested and the key things her daughter will need to know by the time she leaves home. This is a quick bite from our previous episode 'Kids & Money with the Happy Saver' part of our summer series on talking to kids about money. Brought to you by Sharesies, with BusinessDesk. Appearance on Shared Lunch is not an endorsement by Sharesies of the vi...
Dec 31, 2023•4 min
In this special Kids & Money summer series hosted by Sharesies co-founder Brooke Roberts, we tackle the often hard subject of ‘how to talk to your kids about money’. These conversations cover a range of topics from ways to keep kids (of various ages) interested, to lessons about investing that they can draw on throughout their life. Ultimately, we believe encouraging good habits with money from a young age will help create positive change in our community. In the first episode, Ruth Henderso...
Dec 27, 2023•35 min
Sharesies co-CEOs Sonya Williams and Brooke Roberts get motivated as we head into the new year, sharing a couple of tips from James Clear, author of Atomic Habits, and how Sonya brought some business techniques into home life! This quick bite is from our previous episode 'Why do goals matter?' Tune in for a fun conversation between two female entrepreneurs. Brought to you by Sharesies, with BusinessDesk. Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters...
Dec 25, 2023•4 min
As Shared Lunch wraps for 2023, Sharesies co-CEOs Sonya Williams and Brooke Roberts laugh and chat about the highlights of the year and how they’re aiming to start 2024. From Sharesies milestones, to personal goal setting, creating financial habits and their fav books and podcasts—there’s never a dull moment. Tune in for a fun conversation between two female entrepreneurs. For more or to watch on youtube—check out http://linktr.ee/sharedlunch Brought to you by Sharesies, with BusinessDesk. Appea...
Dec 20, 2023•28 min
It’s been a year. Wars, rising interest rates, persistent inflation, AI changing our lives forever, bonds become less boring, and Barbie is back! Join us for a reflective but fun look at 2023—plus a peek into what’s in store for investors 2024, with Brad Olsen from Infometrics and Harbour Asset Management’s Chris di Leva. In this second part of a 2-part year-end episode, we look at where interest rates are headed… investing in property versus shares, the sectors to watch in 2024, plus climate re...
Dec 17, 2023•26 min
It’s been a year. Wars, rising interest rates, persistent inflation, AI changing our lives forever, bonds become less boring, and Barbie is back! Join us for a reflective but fun look at 2023—plus a peek into what’s in store for investors 2024, with Brad Olsen from Infometrics and Harbour Asset Management’s Chris di Leva. In this first of a 2-part year-end episode, we cover world influences, market moves and how much exposure to AI is wise? For more or to watch on youtube—check out http://linktr...
Dec 13, 2023•27 min
Genesis Energy CEO Malcolm Johns discusses the realities of adopting an extensive renewable strategy to achieve 95% renewable electricity generation by 2035, aligning with New Zealand's 2050 net-zero carbon legislation. This is a quick bite from our previous episode: Genesis Energy–charged for change. For more or to watch the episod 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 th...
Dec 11, 2023•5 min
So how does gentailer Genesis leverage its maligned coal and gas assets to help forge a new future in renewables? New CEO Malcolm Johns tells us why he took on one of the biggest challenges in the energy sector. He says the so-called ESG discount applied to the Genesis share price will be harder for the market to justify under its new strategy. Our conversation also covers how Genesis plans to cut costs, its lower dividend, and shoring up national supply when hydro, wind and solar are down. For ...
Dec 06, 2023•38 min
Tony Alexander shares his perspective on the NZ property market heading into next year, why does he think a frenzy isn't on the horizon just yet — and what markers , like interest rates and stock listings, is he looking for to signal significant changes for potential buyers? This is a quick bite from our previous episode: What will the summer property market bring? For more or to watch on youtube—check out http://linktr.ee/sharedlunch Brought to you by Sharesies, with BusinessDesk. Appearance on...
Dec 04, 2023•4 min
Investors are riding out economic headwinds and adjusting share portfolios to find investments that take advantage of trends such as Ai and renewables. These are some of the findings from the quarterly Sharesies Investor Insights survey conducted by independent economist Tony Alexander. Tony tells us why he thinks shares are still the most popular investment, but that momentum is returning to the property market—the action being with first-home buyers initially, while investors watch and wait. F...
Nov 29, 2023•29 min
Managing director of Mainfreight Don Braid joined Shared Lunch to talk about the not-so down and dirty world of freight. As part of what’s become a high tech industry, Mainfreight has made some big international moves. Don shares why he thinks more NZ companies should be looking offshore. This quick bite is from our previous episode 'Mainfreight–A 100+ year business in the making' For more or to watch on youtube—check out http://linktr.ee/sharedlunch Brought to you by Sharesies, with BusinessDes...
Nov 27, 2023•4 min
Logistics and transport multinational Mainfreight is bouncing back after reporting a 42.6% drop in net profit which it puts down to a more normalised trading environment after a post pandemic boom. Our conversation with Managing Director Don Braid delves beyond the numbers, including his 26 year tenure, how the company has kept growing, and further expansion overseas. We also discuss the dividend payout and the six months ahead. For more or to watch on youtube—check out http://linktr.ee/sharedlu...
Nov 22, 2023•35 min
In this Quick Bite we talk to Milford Asset Management’s Daniel Wu about Apple’s approach to AI, new products such as the Vision Pro - is this the plan for the future of the company? 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 the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice....
Nov 19, 2023•6 min
Apple’s September quarter earnings were slightly down, but the outlook remains positive. We talk to Milford Asset Management’s Daniel Wu about the tail and headwinds ahead, including Huawei challenging the iPhone in China. Plus Apple’s approach to AI, new products such as the Vision Pro, being carbon neutral by 2030, and are the shares overvalued? 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 n...
Nov 15, 2023•42 min
How scarce is fresh water globally and why is water infrastructure so important for NZ? In this quick bite we talk to the chief investment officer of Pathfinder’s Global Water Fund, Paul Brownsey. Check out the full conversation in our previous epsiode 'Investing in water' where we explore the issues that spurred the fund’s inception in 2010, and how they are even more acute today as the world grapples with climate change. We look at the options around water investment, including the vexed issue...
Nov 12, 2023•3 min
Have you thought about investing in a commodity that’s not oil, not gold, but water? The very thing we need to live. We talk to Paul Brownsey, the chief investment officer of Pathfinder’s Global Water Fund who has been watching global water trends for the past 15 years. This conversation looks at the options around water investment, plus the vexed issue of bottled water. For more or to watch on youtube—check out http://linktr.ee/sharedlunch Brought to you by Sharesies, with BusinessDesk. Appeara...
Nov 08, 2023•31 min
Who are the Magnificent 7? Why are these tech titans important? Greg Smith from Devon talks us through their impact on the S&P 500, and provides a wrap on US Earnings for Q3. This quick bite is from our previous episode 'Tech titans boost Q3 US Earnings' We also look at the sectors still to report such as retail and more traditional stocks which are benefiting from consumers continuing to spend but trade down. Plus what’s ‘streamflation’? For more or to watch the full episode on youtube—chec...
Nov 05, 2023•5 min
We talk to Devon Funds Head of Retail Greg Smith about the influence of the tech titans or Magnificent Seven such as Amazon, Alphabet, Meta and Microsoft and if these provide an economic barometer. And we look at the sectors still to report such as retail and more traditional stocks benefiting from consumers continuing to spend but trade down— think eating Macca’s instead of fine dining. Plus what’s ‘streamflation’? For more or to watch on youtube—check out http://linktr.ee/sharedlunch Brought t...
Nov 01, 2023•31 min
Independent economist Tony Alexander & Sharesies 3EO Leighton Roberts talk interest rates; how are we dealing with the 6 & 7% now that most have rolled over? Plus Tony's takeaway of factors that may push house prices back up in the next 12 months. This quick bite is from our episode 'Property market post election'. We look at what both investors and first-home owners might expect, and how they might shape buying and selling in coming months. For more or to watch the full episode on youtu...
Oct 29, 2023•4 min
We talk to independent economist Tony Alexander about what both investors and first-home owners might expect, and how they might shape buying and selling in coming months. This conversation covers demand, where interest rates are headed and will lending criteria ease? Plus, are we in for a rush of house listings in the lead up to Christmas? 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 e...
Oct 25, 2023•31 min
In this quick bite from the episode ’What now? Bill English on new coalition govt, Sir Bill English has some tips for investors, new ministers and the new prime minister as Aotearoa awaits the make-up of our new coalition government. For more or to watch the full episode 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 the presenters, guests, or the entities they represe...
Oct 23, 2023•6 min
Blackpearl Group is seeking to raise NZ$4 million to fund the company’s next phase of growth. In this Sharesies special episode, CEO Nick Lissette speaks with Susannah Bately about the Black Pearl story, its revenue model, and plans for the capital. Plus, how is AI powering the company’s sales and marketing and Nick’s perspective on the slide in the Black Pearl shareprice since listing last year. Please note we don’t go into specifics about the capital raise itself, as Nick is unable to respond ...
Oct 18, 2023•21 min
Former Prime Minister and Minister of Finance Sir Bill English shares his insights on the process of forming a coalition government. Will we see another '6 week circus'? And what does all this mean for business and investors?' Our conversation covers everything from climate policy, the public service, social investment and housing. Plus what to get right to regain business confidence. For more or to watch this episode on youtube—check out http://linktr.ee/sharedlunch Brought to you by Sharesies,...
Oct 16, 2023•40 min
In this quick bite Frances Cook & Mark Riggall from Milford talk bonds, how are they used as a component of a balanced portfolio? Plus, the relationship between bonds and the interest rate cycle, historically and more recently. This clip is from our previous episode ' Are bonds on the comeback? Where Mark explains why the outlook for bonds is better now after a tough couple of years. And For more or to follow the podcast —check out http://linktr.ee/sharedlunch Brought to you by Sharesies, wi...
Oct 15, 2023•4 min
