Fund manager Dr. Joel Shulman is bringing private equity access to retail investors. Meet XOVR, the exchange-traded fund that includes private holdings like SpaceX—typically only available to big institutions or cashed-up individuals. Hear how deferred IPOs have made private equity a $13 trillion market, and why Dr. Shulman believes there’s still massive growth potential, even dwarfing cryptocurrency. Discover the risks and advantages of XOVR, the unique entrepreneurial index it tracks, and the ...
Mar 19, 2025•31 min
In this quick bite, Anna Scott, CEO of Smart demystifies the blurred line between active and passive investing in diversified funds. What strategic decisions are made even in "passive" portfolios? Why are league tables and quartile rankings so important when comparing diversified funds? Plus, insights on tactical asset allocation and why there's no simple benchmark for comparing diversified fund performance. This quick bite is from 'Active or Passive part 2: Passive'. For more or to watch on You...
Mar 16, 2025•5 min
Passive funds might be more aggressive than you think. In this second of our two-parter on the benefits of active and passive investing strategies, Smart CEO Anna Scott reveals what it really means to track the market. Anna explains the surprisingly active choices that go into building “passive” funds, and how passive fund managers can take defensive action during periods of market volatility. Plus: How are ETFs like coffee culture? What are the three Ps of fund management? And is it possible th...
Mar 12, 2025•30 min
In this quick bite, Ana-Marie Lockyer, CEO of Pie Funds reveals the decision-making process of active investment managers. How do professionals evaluate undervalued stocks? What factors determined their response to NVIDIA's recent trillion-dollar drop?How do active managers navigate market volatility compared to passive funds? Plus, her insights on filtering market noise and focusing on company fundamentals in an increasingly chaotic information environment. This quick bite is from 'Active or pa...
Mar 10, 2025•4 min
Would you rather put your cash in the hands of skilled managers, or is just reliably tracking the market the smarter play? With global markets experiencing big swings, many of us are having a hard think about our investing strategies. This is part one of a two-part series examining the risks and rewards of both active & passive styles of investing. In this conversation with Pie Funds CEO Ana-Marie Lockyer, we dig into how active and passive investing fare in turbulent times. Ana-Marie pushes...
Mar 05, 2025•27 min
In this quick bite, Tony Alexander shares his economic outlook for New Zealand. What's the impact of interest rate cuts on the economy? Why might the Reserve Bank's growth predictions be optimistic? Tony breaks down the key sectors to watch - from dairy and construction to tourism and housing - and reveals when he expects to see a shift in job security perception. Plus, Tony's take on the upcoming interest rate cuts - how low will the reserve bank go? This quick bite is from our previous episode...
Mar 02, 2025•2 min
Independent economist Tony Alexander analyses the latest moves from the Reserve Bank—and the impact for home owners and house hunters. We cover interest rates bottoming out (or are they?), housing prices still in limbo, and investors making moves—maybe even for the exits. With the long tail of inflation, we ask Tony whether mortgage holders should consider floating or fixed, short-term or long-term. Will interest rates really go all the way to 3%? Why are renovations on the rise? Where’s investo...
Feb 26, 2025•32 min
In this quick bite, Misti Landtroop from Palo Alto Networks breaks down the evolving cybersecurity landscape for 2025. Why is cloud security becoming more complex? Learn about the critical role of AI in fighting cyber threats, and hear her surprising prediction about why browsers are the next security frontier. Plus, get key insights for investors watching the cybersecurity space. This quick bite is from our interview 'The real-life spies of global cybersecurity' For more or to watch on YouTube—...
Feb 23, 2025•4 min
Join Misti Landtroop, NZ Managing Director of Palo Alto Networks, on the front lines of cybersecurity. With a $129B market cap, Palo Alto is a leader in threat intelligence and dark web monitoring. Hear about their role in the alerting system of the Five Eyes alliance, and the need to collaborate with industry rivals to meet the most serious threats. Learn how both threat levels and security standards are rising in NZ, and the imperative to "fight AI with AI", deploying AI-powered defenses again...
Feb 19, 2025•36 min
In this quick bite, Fonterra CEO Miles Hurrell shares his insights on the company's outlook for 2025 and beyond. What are the key challenges facing this dairy giant? How is Fonterra positioning itself to handle global uncertainties, from geopolitical tensions to market volatility? Plus, get his perspective on shareholder value and the company's financial transformation since 2019. This quick bite is from our previous episode 'Beyond milk: Fonterra's next frontier' For more or to watch on youtube...
Feb 16, 2025•4 min
It’s not just about milk anymore. Fonterra CEO Miles Hurrell opens up about steering the export giant through geopolitical turbulence, shifting consumer demands, and the push for sustainability. After a rocky ride in the late 2010s, Fonterra has refined what it’s selling and who it's selling to. With an aging global population and a wellness boom, Fonterra is ramping up investment in R&D to pursue products for health and medical nutrition. Miles describes the opportunities presented by South...
Feb 12, 2025•34 min
In this quick bite: Garth Bray chats with Simon Woodhams, CEO of PFI, about the current state of the industrial property market, using it as bellwether for the broader economy. What is Simon seeing, given their PFI's vantage point, on the challenges and opportunities shaping New Zealand’s economic landscape? Plus, a quick look at the rise of e-commerce on industrial property demand, the future of work-from-home trends and what's driving one of New Zealand’s top-performing asset classes. For more...
Feb 09, 2025•4 min
We're heading inside Property for Industry (PFI)’s two billion dollar portfolio, which includes some of NZ's biggest companies, private enterprises, and branches of government—with an average asset value of around $20M. PFI CEO Simon Woodhams tells Garth Bray why industrial property has been a top performing asset class, the benefits of owning warehouses in an e-commerce boom, and how they’re evolving to meet sustainability standards. Plus, what Simon’s big-picture view of PFI’s 120+ tenants (in...
Feb 04, 2025•26 min
What are bonds role in today’s unpredictable economic landscape? In this quick bite, Chris Di Leva from Harbour Asset Management & Pattrick Smellie from Businessdesk talk about how bonds can hedge against global growth shocks, plus the shifting dynamics of globalization, trade, and geopolitics. Plus, what is the likelihood that political uncertainty—from Trump’s unpredictability to broader geopolitical risks—could upend markets? This quick bit is from our previous episode 2025: What Investor...
Feb 02, 2025•3 min
How wild could this year get? Businessdesk’s Pattrick Smellie and Chris Di Leva of Harbour Asset Management tell us what we might want to prepare for. U.S. markets are riding high on the promise of deregulation, while China faces structural challenges that could last a decade. Bitcoin has defied expectations to rise beyond $100,000, though concerns remain about crypto (especially meme coins). On the other hand, the AI goldrush is facing hard questions. Plus: why bonds are having a moment, the gr...
Jan 29, 2025•36 min
Ever wondered how two guys with three broken scooters and a dream turned a garage startup into a nationwide delivery empire? Join Nick Foster and Tim Robinson from DeliverEasy as they reveal how they built a business that's now delivered over 10 million meals, all while navigating fierce competition from global giants like Uber. From bootstrapping in a Wellington garage to challenging industry norms, they share candid insights about entrepreneurship, wealth, and why money isn't always the ultima...
Jan 26, 2025•15 min
Professional yarn-spinners Brook and Jordan & Matua Mark of the Morning Shift join Carl from Sharesies for a solid kōrero around wealth, family, and taking leaps of faith. We get deep into their different relationships with money—from Marc's ambitious drive to "have it all" to Jordan's ministry background shaping his view that true wealth is about more than dollars. Plus, hear about an exciting new partnership with Sharesies, and how they're working to make investing feel less like an "exclu...
Jan 22, 2025•19 min
Got a prenup? Who manages the accounts? Is your name on the mortgage, or your partner’s? Author and journalist Sarah Catherall tells us how to break up well—after all, she literally wrote the book. While the emotional fallout of a separation is hard to prepare for, Sarah shares some of the steps you can take before and after a breakup to make the process as easy as possible. Hopeless romantics, beware—Sarah reckons everyone who’s coupled up should have a hard think about their economic stake in ...
Jan 19, 2025•18 min
In this episode of More than Money, Garth gets Jesse Mulligan’s view on the finances of parenthood and how money interacts with our relationships. Jesse doesn’t believe in hoarding cash for the future—his philosophy is to “eat the marshmallow”, and that wealth is the ability to do the things you want to do, with the people you care about, right now. Jesse talks about the big transition to fatherhood, going from a bachelor spending money “on food and electric guitar” to a dad of 4. He opens up ab...
Jan 15, 2025•14 min
Are our careers an underrated investment? Tony thinks so. In this episode of More than Money, we get personal with Shared Lunch regular, independent economist, and weatherman of the housing market, Tony Alexander. Tony reveals how he had ‘a crisis’ about his own career path, feeling bored and trapped in his first job at the Reserve Bank of Australia, until he discovered his unique skill set as a translator of economic jargon—and shaped his own role around it. ‘Find what you are good at and you w...
Jan 12, 2025•11 min
Presenter, podcaster, and author (and sometimes ultramarathon runner) Brodie Kane spills about facing redundancy at the outset of a pandemic—with a 700k mortgage. What seemed like a huge setback pushed her to go out on her own, joining forces with her Mum financially, and even leading to hosting a new show about co-ownership in NZ’s brutal housing market. “I'm 38, a single woman. I have to be in charge of making sure that I can secure a future for myself, if I'm going to be doing it on my own… s...
Jan 08, 2025•18 min
Luke Kemeys wants you to give money to a stranger. The financial literacy champion and host of Keep the Change reveals how starting a business has transformed his perspective on money—and his entire worldview. Luke reckons that while money isn’t necessarily easy to come by, it starts with believing that wealth is attainable, and all around you. “If you believe that every dollar you get, you've got to hold on to, and you'll never have another dollar, then you're probably gonna live scarce." In th...
Jan 05, 2025•10 min
Are Kiwis lacking connection? Broadcasting legend Paddy Gower reckons it’s time we take some simple steps to feel more connected and fulfilled. In the very first episode of More than Money, the TV and radio veteran talks frankly about our need for closeness, how getting sober led to taking control of his finances, and how the story of his recovery has formed an unexpected second act in his career. Paddy describes how 2024’s media layoffs forced him to think long and hard about money for the firs...
Jan 01, 2025•17 min
If you’re looking for the best deal on car insurance, what are the top three things you should consider? In this episode, we chat with Cove Car Insurance Co-Founder Andy Coon about trends in the car insurance industry, factors affecting premiums, and innovations in insurance technology that could see many more people benefit when it comes to comprehensive car cover. Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represen...
Dec 25, 2024•14 min
More Than Money, is a short summer series exploring the wealth choices that change us. In these conversations, Kiwi legends give us a revealing look at one important money decision that helped determine where they are today: the strokes of genius, the near-misses, and the tough calls. Our guests get real about redundancy, addiction recovery, and divorce, and how parenthood, self-employment, and health scares can radically shift your understanding of money. Episodes drop every Monday and Thursday...
Dec 22, 2024•52 sec
How has Sharesies evolved this year? The three Sharesies CEOs look back at a jam-packed 2024, growing from an investment platform to a comprehensive wealth app, with insurance, Save and PIE Save, and KiwiSaver—plus an array of innovative features. Even better, we get a look ahead at 2025, including Spend, a new product backed by Mastercard, and U.S. markets coming to the Sharesies KiwiSaver scheme. And we test the trio’s knowledge of our key numbers for the year (including over 15M total buys, 1...
Dec 18, 2024•14 min
We're thinking positive for 2025! Brad Olsen & RNZ business journalist Gyles Beckford look at the positives for NZ next year, including emerging signs of economic recovery, positive sentiment, easing mortgage rates, increased household spending, business activity, and potential employment growth. Check out the full episode: 'Crypto, Trump & NZX: 2024 in review' For more or to watch on YouTube—check out http://linktr.ee/sharedlunch Shared Lunch is brought to you by Sharesies Limited (NZ) ...
Dec 15, 2024•2 min
How do we rate 2024 and what's in store for 2025? Brad Olsen, Infometrics Principal Economist, and RNZ Business Editor Gyles Beckford dig into global market dynamics and our national outlook as cryptocurrency goes mainstream, tech stocks defy gravity, and Kiwis finally catch a break on interest rates. Is the current tech boom sustainable? Is crypto really legit now? What’s going on with the NZX?This is the shared lunch big-picture overview of the year that was—and our take on what we should be l...
Dec 11, 2024•35 min
Independent economist Tony Alexander unpacks the potential impacts of the US presidential election on New Zealand's economic landscape. From cryptocurrency trends to trade uncertainties, we explore market dynamics, policy shifts, and economic challenges facing investors in 2025. This quick bite is from our previous episode 'Will property thrive or just survive in 2025?' For more or to watch on YouTube—check out http://linktr.ee/sharedlunch Shared Lunch is brought to you by Sharesies Limited (NZ)...
Dec 09, 2024•4 min
What’s coming for New Zealand’s economy in 2025 and beyond? While things are easing, Independent Economist Tony Alexander cautions business owners, investors, and homebuyers to look for a slow recovery, not a booming comeback—and those ultra-low pandemic era interest rates are long gone. Throw in some international trade shake-ups and political drama, and we've got a bumpy ride for a while yet—so when can we expect stability? For more or to watch on YouTube—check out http://linktr.ee/sharedlunch...
Dec 04, 2024•26 min
