In this quick bite from Shared Lunch, host Helen Matterson and financial advisor Hannah McQueen from Enable.Me tackle a common financial dilemma: how might you balance KiwiSaver contributions and paying off your mortgage? Hannah shares her options on balancing retirement savings with property investment, contributing up to an employer's match, and thoughts on what could happen with the extra funds. Plus, what are some major mistakes kiwis make when it comes to finances? For more or to watch on y...
Aug 18, 2024•5 min
The cut in the official cash rate to 5.25% is a huge relief for mortgage holders and businesses. We talk to Kiwibank Chief Economist Jarrod Kerr about the significance of this move. Where is inflation at? Will there be further cuts in quick succession or a slow burn? What does this mean for house prices? Don’t miss this short episode for all the answers. For more or to watch on youtube—check out http://linktr.ee/sharedlunch Appearance on Shared Lunch is not an endorsement by Sharesies of the vie...
Aug 14, 2024•10 min
How do you get ahead once you’ve emptied your savings and most of your Kiwisaver to buy a home? For many of us the financial struggle seems never ending. In keeping with the theme of Sorted Money Month, ‘Pause, get sorted’, we look at what you can do to keep building your wealth for the future. We’re joined by enable.me founder Hannah McQueen who suggests where to start, and answers common questions around balancing mortgage debt and contributing to Kiwisaver. We’re giving away two copies of Han...
Aug 12, 2024•29 min
We go onsite at Fisher & Paykel's East Tamaki campus and talk to Managing Director Lewis Gradon about his 41 year tenure, and how do you plan for the next 30? The conversation covers recent challenges like the tail from COVID-19, and being disciplined enough not to succumb to short-term share market pressures. Plus the potential anesthesia market, where homecare is headed and building an even bigger complex at Karaka. With most R&D still locally based, F&P hopes to stem the brain dra...
Aug 07, 2024•29 min
In this quick bite, Dan Brunskill talks with Damian Spring, CEO of Santana Minerals, as it examines the economic potential of the new gold mine in Otago, New Zealand. What’s Santana’s thinking on where the gold price might go and how has the company scoped the viability if the price drops? Plus, we had to ask about Bitcoin, a so-called digital gold - what’s a traditional gold miner’s take on crypto as a store of value? This quick bite is from our previous episode ‘Going for gold–Santana Minerals...
Aug 04, 2024•4 min
What does going for gold look like? No, not the Olympics but a conversation about the potential and the challenges with the gold discovery near Queenstown by newly listed NZX company Santana Minerals. Santana CEO Damian Spring explains the road ahead including the need to raise capital, the journey to get consent—including fast track legislation— and showing Resources Minister Shane Jones the site. As well as economic benefits and job creation, we discuss environmental concerns. Plus gold as an ...
Jul 31, 2024•32 min
The medicinal cannabis market has been a long, hard road for NZ players and the patience of retail investors is wearing thin. We talk to Ruatoria based Rua Bioscience about why it's pinning its hopes on a pivot from cultivation and manufacturing, to selling cannabis genetics overseas. Rua CEO Paul Naske sees significant growth as new legal frameworks in western countries make way for the medicinal cannabis market —estimated to be just 10 percent of the black market. And we hear about Rua’s compa...
Jul 24, 2024•26 min
In this bonus episode to celebrate the launch of Sharesies AI Search, Sharesies co-CEO Sonya Williams talks toTelescope AI CEO Luke Pettit and our own CTO Richard Clark about how artificial intelligence can be applied to investing. The conversation covers recent breakthroughs that have propelled AI into the mainstream like GPT-4, how businesses need to embrace AI, and the impact on capital markets. You’ll also get to hear about the new Sharesies AI Search feature coming this week which helps you...
Jul 22, 2024•19 min
If you have more than $15,000 and no will, it could be time to sort your life admin. It’s Wills Week 2024 and we look at the perils of not having will, but also the growing trend of leaving something to a cause you’re passionate about. Our conversation with Public Trust wills expert Catherine Simpson busts myths about wills and charitable giving. We cover not just leaving cash, but other assets including a part of your share portfolio. And whether to consider residual giving—a percentage of your...
Jul 17, 2024•20 min
Coming up this Thursday on Shared Lunch we speak with Catherine Simpson from Public Trust about Wills Week 2024. In this quick bite: Why do you need a will & what happens to your estate and investments when you don't have one? In our upcoming episode we also delve into charitable giving and the average amount passed on. Stay tuned for the full episode, but in the meantime here's a taster to kick off Wills Week. Find out more at https://www.publictrust.co.nz/ For more or to watch on youtube—c...
Jul 14, 2024•2 min
Is an interest rate cut next? Have we had enough pain? We put these questions and more to Infometrics Principal Economist Brad Olsen after the Reserve Bank held the Official Cash Rate at 5.5% for the eighth time in a row. In this short episode we discuss if November will bring the change mortgage holders and businesses are hoping for. Plus whether the Reserve Bank has gone too far in its quest to curb inflation. And will it be harder to get back into a growth cycle? For more or to watch on youtu...
Jul 10, 2024•11 min
In this quick bite, we dive deep into the world of offshore investing for New Zealanders. Mark Lash from Deloitte Private breaks down the complexities of the Foreign Investment Fund (FIF) regime, explaining: The threshold for FIF rules Special exemptions for Australian investments Fair Dividend Rate vs Comparative Value When to call in the professionals This quick bite is from our previous episode: Tax for investors 101 For more or to watch on youtube—check out http://linktr.ee/sharedlunch Appea...
Jul 08, 2024•5 min
Is tax something you dread or would rather avoid? We’ve got you covered. We ask common questions and chat about what you need to know about your tax as a retail investor. Mark Lash, a partner with Deloitte Private, helps demystify some of that pesky jargon and breaks down the what, when and how of tax when investing in company shares and funds. Things like what’s an imputation credit? What are the gotchas when investing offshore? And how reliable is ChatGPT when it comes to tax advice? For more ...
Jul 03, 2024•23 min
In this quick bite: Chris Di Leva from Harbour Asset Management discusses the surprising performance of the Japanese stock market with host Dan Brunskill. Did you know Japan's market hit an all-time high in 2024, matching its 1989 peak? Chris explains the 35-year journey of zero nominal returns and recent reforms driving Japan's market rally. Plus, get insights on how U.S. tech giants are becoming "better capitalists" in response to changing economic conditions. This quick bite is from our episo...
Jul 01, 2024•4 min
Why invest locally when the action appears to be in the US? The meteoric rise of US chipmaker NVIDIA and the dominance of high earning tech stocks makes it hard for the likes of the NZX and ASX to compete. We talk to Harbour Asset Management’s Chris di Leva about how the sector make-up of an index and the local economy are a huge influence. But also why New Zealand is starting to look more attractive. Find what you need to consider when exposed to the US markets such as: does a change in portfol...
Jun 26, 2024•29 min
In this quick bite: Todd Dawson, CEO of Napier Port, discusses the vital role of ports in New Zealand's economy. Did you know 90% of the country's exports and imports travel by sea? Plus what are the revenue streams for a port? Eg: container trade, bulk trade (primarily logs), and the growing cruise industry. This quick bite is from our previous episode 'Why invest in a port?' Tell us how to improve Shared Lunch! Our survey for NZ participants only, takes just a few minutes and you can go in the...
Jun 24, 2024•6 min
Ports are critical to our island nation given more than 90% of our exports and imports travel by sea. Our conversation with Napier Port CEO Todd Dawson explores how a traditional business has embraced tech and supply chain logistics. You’ll find out the benefits of a public-private partnership model (including employees with skin in the game), how COVID and Cyclone Gabrielle have changed business forever, and what it's like to have a blue penguin sanctuary at the port. Tell us how to improve Sha...
Jun 19, 2024•33 min
In this quick bite we talk to Dr Deborah Lambie, global equity analyst at Milford Asset Management, about how cutting-edge technologies like AI-driven molecular design, accelerated simulations, and the concept of "self-driving labs" are enabling companies to develop new medicines up to 10 times faster and at significantly lower costs. Plus, we explore the pros and cons of focusing on individual pharma stocks versus diversified healthcare ETFs. This quick bite is from our previous episode 'Weight...
Jun 16, 2024•5 min
US big pharma, including Ozempic maker Novo Nordisk, continue to make huge gains from the new generation of obesity drugs. But how do investors weigh up the potential of this industry? We talk to Dr Deborah Lambie, global equity analyst at Milford Asset Management, about why these drugs have captured the world and the eye watering share price gains. We hear about the benefits of these drugs beyond weight loss, the availability in Australia and New Zealand, and getting exposure by investing in di...
Jun 12, 2024•24 min
In this quick bite: Infratil CEO Jason Boyes reflects on why it’s important for the infrastructure company to not only grow globally, but still appeal to the hearts and minds of NZers. 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 advic...
Jun 09, 2024•3 min
What’s next for the market darling infrastructure investment company infratil? Can it maintain double digit growth? We talk to Infratil CEO Jason Boyes as the company reflects on 30 years and its $14 billion portfolio of 15 companies across four sectors—digital, renewables, healthcare and airports. Off the back of Infrail’s full year results and outlook, we discuss Asia Pacific including a potential deal with Hong Kong Telecom, balancing AI demand with sustainability, and will Infratil buy the r...
Jun 05, 2024•33 min
In this quick bite, Tony Alexander looks at current downturn in New Zealand's housing market, delving into the surge of listings and the emerging trend of investors offloading properties. Plus the big question, when will the market recover? 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 ...
Jun 04, 2024•5 min
A sharp increase in house listings as some long-time investors exit, has put the ball back in the buyer's court. We talk to independent economist Tony Alexander about his analysis on this and the latest results from the quarterly Sharesies Investing Insights survey. You'll hear his prediction on when interest rate cuts will start, why house prices are flat lining or down, the consequences of axing the First Home Grant, and the emerging rent-to-buy sector. For more or to watch on youtube—check ou...
May 29, 2024•23 min
EROAD has 120,000 devices in cars in New Zealand and is making inroads in the US. What’s the potential of this data combined with the latest in AI development? We find out in this bonus episode featuring EROAD co-CEOs Mark Heine and David Kenneson following the company’s recent financial results. Our conversation covers technology, privacy and future growth opportunities. Plus are two CEOs better than one? For more or to watch on youtube—check out http://linktr.ee/sharedlunch Brought to you by S...
May 26, 2024•21 min
The transition to net-zero has put NZ founded tech company Gentrack on the investor map. We talk to CEO Gary Miles off the back of some impressive half-year results and as Gentrack expands into the Middle East, Asia and Europe with its software that includes smart metering, sensors and billing for power and water utilities, and airports. You’ll learn how Gentrack is taking on global players Oracle and SAP. And how it hopes to enable both Kiwi and Aussie consumers to pump power from battery and s...
May 22, 2024•28 min
In a landscape of fluctuating interest rates, where are you parking your cash? Economist Brad Olsen breaks down the current financial environment and we ask what decisions are facing savers and borrowers? Plus, the emerging trend of shorter fixed mortgage terms... This is from our previous episode 'When will interest rates turn? Brad’s view' 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 ...
May 19, 2024•4 min
The economy has been a bleak subject for much of this year. But are we starting to see that light at the end of the tunnel? For a pulse check we talk to Infometrics Principal Economist Brad Olsen about how NZ is faring and what makes our situation different to other parts of the world. Unsurprisingly the higher interest rate environment dominates our conversation and Brad makes a call on which way the Reserve Bank will lean when it meets next week. This episode covers what you need to know about...
May 15, 2024•32 min
In this bonus bite, Frances Cook & Milford's Daniel Wu dive into Meta's (Facebook's) planned use of AI and the potential to leverage its massive user data trove. We explore how Meta might responsibly use this data for other purposes, such as training AI models, while addressing privacy concerns. Join us as we discuss Meta's AI ambitions, the challenges, and the opportunities that lie ahead. This bonus bite is in addition to our previous episode 'Meta in focus–AI, ethics and TikTok' For more ...
May 12, 2024•7 min
What’s next for Meta, the tech titan behind brands like Facebook, Instagram and WhatsApp? Sydney based Milford Asset Management senior analyst, David Wu, covers all the bases following Meta’s Q1 earnings, including why its forward guidance disappointed some investors. This conversation looks at the potential and the challenges ahead for Meta including how it hopes to justify, and monetize, AI initiatives. You’ll learn about the significance (or not) of the social platform’s first dividend, and i...
May 08, 2024•32 min
We cross to Omaha, Nebraska in the US to speak with Sharesies co-founder and CEO Leighton Roberts as he fulfills a life-long dream to hear investing legend Warren Buffet. Leighton was one of 40,000+ investors from all over the world who attended the Berkshire Hathaway annual shareholder meeting. Helen Matterson asks Leighton about the experience and his takeaway for retail investors. For more episodes of Shared Lunch via podcast or YouTube—check out http://linktr.ee/sharedlunch Brought to you by...
May 06, 2024•12 min
