NZ Everyday Investor

The Purpose-Driven, Everyday Investor, Ep 422 / Darcy Ungaro

16 Jun 2024

Contributed by Lukas

Check out the article referred to in this episode.In this short one I want to talk about why you should consider a purpose-based investment strategy r...

How to Start A Bank / Shane Marsh Ep 421

09 Jun 2024

Contributed by Lukas

There comes a time in our lives where we decide that it's 'now or never'. If we're going to ensure we have ourselves set up well for the future, it's ...

3 Inconvenient KiwiSaver Truths Ep 420 / Ben Brinkerhoff

02 Jun 2024

Contributed by Lukas

When it comes to retirement, or 'transitionment' if you prefer, KiwiSaver can be a core ingredient, but many of us treat it as a bit on the side. It's...

Computational Infrastructure Investment Ep 419 / Sam Kivi

26 May 2024

Contributed by Lukas

Grid Share's unique approach helps balance the power grid by allowing their data centers to switch on and off quickly, thus supporting the stability a...

The Evolution Of [Broken] Money / John Alcock Ep 418

19 May 2024

Contributed by Lukas

Sign up to the newsletter!John Alcock has a Masters of Science specializing in evolutionary biology, and he's a staunch libertarian with politics and ...

Financial Plumbing: What Lies Beneath, Ep 417 / David Callanan

12 May 2024

Contributed by Lukas

Today it’s about the pipes of the current financial system. In the future, various forms of value will stream at the speed of light. Today though, o...

Investing in New Rails / Ryan Johnson-Hunt Ep 416

05 May 2024

Contributed by Lukas

A mere half-century ago, a commute that now takes minutes could consume an entire day. Just as rails would have accelerated our pace of life relative ...

Are There Too Many Banking Rules? John Bolton and David Cunningham Ep 415

28 Apr 2024

Contributed by Lukas

Already, the central bank influences the interest rates we pay, the amount of deposit we need, and soon, through debt-to-income ratios (DTIs), the amo...

The Truth About Commissions, Ep 414 Jeff Royle

21 Apr 2024

Contributed by Lukas

One of the places Aussies and New Zealanders find support during tough times, is with financial advisers. It's critical that we continue to make acces...

THIS Bitcoin Halving Is Different / Paul Quickenden Ep 413

14 Apr 2024

Contributed by Lukas

If you’re prepping for, building up, coming in for a landing, or even already there, you’re welcome to eavesdrop on these conversations. Sometimes...

Josh Comrie / How to Be: Wealthy Ep 412

07 Apr 2024

Contributed by Lukas

While I’m hoping that a new type of money will fix the world, I still learn how to play the game by the current rules, because one thing keeps me up...

Property, Bitcoin, & The Dollar / Luke Kemeys, Mikey Smith, & Darcy Ungaro

02 Apr 2024

Contributed by Lukas

It's not so much the band getting back together, it's about money and business nerds nerding out on property, bitcoin, and the problem with the broken...

GOLD Cycles and Sentiment: Gary Savage Ep 410

24 Mar 2024

Contributed by Lukas

YouTube VersionCheck out Smart Money Tracker by Gary Savage.The more I learn about how people actually build wealth, the more cautiously I prescribe d...

How to Get Rich: The Financial Strategy, Ep 409 Darcy Ungaro

17 Mar 2024

Contributed by Lukas

Find out about our financial strategy sessionsI want you to imagine a black box – Imagine wrapping up some of your time, and some of your money and ...

Pt 6: The Active Mortgage Strategy Explained / CHA$ING THE JONE$E$

13 Mar 2024

Contributed by Lukas

Would you like to learn more about how we can offer personal mortgage rate advice? Get in touch here: Book a free 15-min chatChasing the JonesesIn thi...

Clive Thompson Pt 2: CBDC's & Debt Jubilee Ep 407

10 Mar 2024

Contributed by Lukas

In today's show, you'll learn how the future could be more than a little good. That's right, all that cray cray crazy in the world is actually a good ...

Clive Thompson: How to Invest Through a Currency Reset, Ep 406

03 Mar 2024

Contributed by Lukas

Check out YouTube Version Here.Clive Thompson is a retired private banker and wealth manager, now living on the shores of Lake Geneva, Switzerland, af...

Bridgette Jackson: When it Ends in Divorce, Ep 405

25 Feb 2024

Contributed by Lukas

When you borrow money, own a home, have kids, or even just enjoy the same group of friends, often your connection to it is via a partnership. You're j...

Charlie Meaden: The Evolution of Online Investing Ep 404

18 Feb 2024

Contributed by Lukas

Traditional Web2 finance will make progress, but eventually, Web3 will meet it in the middle. Ready to build wealth for the future - keep an open mind...

Part 5: Mortgage Strategy 2024 / CHA$ING THE JONE$E$

15 Feb 2024

Contributed by Lukas

As we're being kept safe from 'deflation due to recession', we're also losing the benefit of deflationary abundance.Check out the article mentioned he...

Part 4: Mortgage Strategy 2024 / CHA$ING THE JONE$E$

13 Feb 2024

Contributed by Lukas

Higher for Longer, or Lower and Sooner - in this one, we take a look at 'recency bias', and how a risk premium (due to geopolitics/war) may lead to hi...

Part 3: Mortgage Strategy 2024 / CHA$ING THE JONE$E$

12 Feb 2024

Contributed by Lukas

The US Fed appears to be talking a tough game, and right when all the talk in NZ made it sound like a 'done deal', early signals are calling for anoth...

Bitcoin's Mainstream Adoption / Blockchain NZ Podcast

11 Feb 2024

Contributed by Lukas

The bitcoin ETF, is the 60/40 portfolio dead, and is Darcy Ungaro a bitcoin maxi?Special thank you to Jeff Nijsse, host of the Blockchain NZ Podcast. ...

DTI's, CPI's, Mortgage Rates & Property / Kelly Eckhold

04 Feb 2024

Contributed by Lukas

To choose the best time to lock in your mortgage rate, you need to get three things right:How much will rates change?Which direction will rates go,and...

Part 2: Mortgage Strategy 2024 / CHA$ING THE JONE$E$

03 Feb 2024

Contributed by Lukas

Part 2: Mortgage Strategy 2024 / CHA$ING THE JONE$E$Have time on your hands? You're more likely to engage in low-value activities. Net immigration is ...

Part 1: Mortgage Strategy 2024 / CHA$ING THE JONE$E$

31 Jan 2024

Contributed by Lukas

Part 1: Mortgage Strategy 2024 / CHA$ING THE JONE$E$Is the ‘real’ cost of pursuing a 'secure' retirement quantified by NOT pursuing the upgraded k...

DTI's and the Property Floor for '24, Ep 396 / Kelvin Davidson

28 Jan 2024

Contributed by Lukas

Optimism is returning to the market as interest rate drops may be on the horizon. The bottom may be in - it's early days and we're not out of the wood...

The Bitcoin ETF Ep 395 / Konrad Hurren

21 Jan 2024

Contributed by Lukas

A 1-10% allocation towards bitcoin may improve performance of an overall portfolio, without an out-sized increase in volatility. Read more hereUS M2 F...

Inflation and Interest Rates to Fall in 2024, Ep 394

14 Jan 2024

Contributed by Lukas

Interest rates may be Higher for longer, or we may transition into an age of abundance. In the meantime though lower interest rates for 2024 is likely...

Why Use A Reverse Mortgage? Ep 393 Keira Billot

07 Jan 2024

Contributed by Lukas

How do we solve the equity rich, cash poor dilemma? Option one involves selling the home and downgrading in price to release a pile of cash to live of...

Property & Interest Rates in 2024 / Sharon Zollner, Ep 392

31 Dec 2023

Contributed by Lukas

Sharon Zollner became the Chief Economist with ANZ in late 2017. She started her career as a macroeconomist at the Reserve Bank of New Zealand in 1998...

Faith 'n Money: Jesus & Bitcoin / Ep 391 Alin Armstrong

24 Dec 2023

Contributed by Lukas

Our political worldview, our childhood, and our Instagram and LinkedIn feeds can often make it hard to see things as they really are. Ps Alin Armstron...

Peter Schiff: Why Gold Matters So Much Now. Ep 390

17 Dec 2023

Contributed by Lukas

There are some who believe that under a gold-backed currency, governments would have to earn money, just like the rest of us do. That means they’d h...

Electric Wealth & The Physics of Money, Ep 389 Jeff Nijsse

10 Dec 2023

Contributed by Lukas

Orange-pilled Canadians like hash rates, donuts, and occasionally loud shirts. Today, we’re learning where digital money comes from, and how to lite...

Property, Shares, and AI in Web 3.0 / Bryan Ventura Ep 388

03 Dec 2023

Contributed by Lukas

To understand wealth better, we need to learn more about money, and how it could evolve in the future.  Today we’re going to speculate on how w...

NZDD, Social Recovery: 2023 in Review, Ep 387

26 Nov 2023

Contributed by Lukas

In New Zealand recently, for example, we’ve seen a new government come to power who’ve decided to restore some of the tax rules that made property...

Aukus, Israel, China, US and Russia. Dr Reuben Steff, Ep 386

19 Nov 2023

Contributed by Lukas

We diversify our portfolio's to lower volatility. In the same way, we should diversify our thoughts to reduce risk. The world is changing fast. Techno...

Sample Lesson: What is Money? | CHA$ING THE JONE$E$

16 Nov 2023

Contributed by Lukas

CHA$ING THE JONE$E$In this series, I’m sharing views on wealth building that don’t come from books or social media – they come from real life. F...

The Nature of Money and War, Daniel Natal. Ep 384

12 Nov 2023

Contributed by Lukas

Talk to Ungaro & Co about investing in bitcoin with a portion of your KiwiSaver, without high fees *Check out Daniel's book, Actionable Ethics and...

Healthy, Wealthy & Wise | CHA$ING THE JONE$E$

09 Nov 2023

Contributed by Lukas

Simone Anderson, a social media influencer and entrepreneur from New Zealand. Simone shared her incredible weight loss journey, which she turned into ...

Pushing Past Progressive Education, Ep 382

05 Nov 2023

Contributed by Lukas

If our behaviours are the end state, before that was a tactical decision around what actions would be engaged in to invest. That ties into a strategy,...

What Happens When You Invest? CHA$ING THE JONE$E$

02 Nov 2023

Contributed by Lukas

Chasing the JonesesToday, I really just wanted you to know that no matter what kind of investor you are today, you can become a different investor tom...

RBNZ: All Care & No Accountability, Ep 380 Michael Reddell

29 Oct 2023

Contributed by Lukas

Unelected, ideological economists using outdated economics have, in my opinion, over the past 3 years set in motion a chain of events that will cost b...

Higher Interest Rates for Longer, Ep 379 Michael Every

22 Oct 2023

Contributed by Lukas

Watch previous episode with Michael Every here.Take the survey here.It's hard to take seriously the voices that tilt towards doomsday scenarios when a...

The Wealth Script We NEED, Ep 378 Oliver Hartwich

15 Oct 2023

Contributed by Lukas

Sometimes, it's hard to stay optimistic. Whether you're grappling with personal setbacks or observing the rollercoaster ride that is New Zealand's rec...

Investing in an Imperfect World, Ep 377 Paul Brownsey

08 Oct 2023

Contributed by Lukas

I'm not claiming our investment choices can singlehandedly combat global issues like climate change. How you marry wealth generation with ethical cons...

When What's Mine, Really IS Mine: CHA$ING THE JONE$E$

05 Oct 2023

Contributed by Lukas

Reach out to Elle Snedden or the team at Simpson Western here. You can reach out directly to Carley Ellis for an insurance review here: carley@ungaro....

Future-Proof Portfolios, Ep 375 Michael Nadeau

01 Oct 2023

Contributed by Lukas

To manage investment risk, there’s a few strategies we can employ – diversification, where our money’s divided up into cash, fixed interest or b...

Dance on the Auction Floor: CHA$ING THE JONE$E$

28 Sep 2023

Contributed by Lukas

Check out the Homebuyers Blueprint: PAY LESS ON THE PROPERTY, SAVE MORE ON THE MORTGAGE. Do the course. Enter PROMO Code: SEPT for a special deal this...

Don't Fear the Greenwash! Ep 373

24 Sep 2023

Contributed by Lukas

Investing in companies isn't just a moral choice; it's a strategic one. You're steering your capital toward sectors that are poised to benefit from a ...

Tech, NZ, China, US, Bitcoin, Ep 371 Rupert Carlyon

17 Sep 2023

Contributed by Lukas

Sign up to The Home Buyers Blueprint Now!Sign up to New Wealth Foundations here: Personal finance from a wealth-builder's perspective.Show me the [Cl...

Property About to Pounce? Jarrod Kerr, Ep 370

10 Sep 2023

Contributed by Lukas

Use Promo Code SEPT to get 20% New Wealth Foundations and The Home Buyers Blueprint.When's My House Price Going to Start Rising Again?Ah, the age-old ...

Hacking Insurance Premiums: CHA$ING THE JONE$E$

07 Sep 2023

Contributed by Lukas

Chasing the JonesesIn this series, I’m sharing views on wealth building that don’t come from books or social media – they come from real life. F...

OUR Sovereign Wealth, Ep 368 / Cody Ellingham

03 Sep 2023

Contributed by Lukas

Artist, Entrepreneur, photographer, and host of the Transformation of Value Podcast, Cody Ellingham is my special guest today. Our conversation starts...

Mortgage Getting High: CHA$ING THE JONE$E$

31 Aug 2023

Contributed by Lukas

Chasing the JonesesIn this series, I’m sharing views on wealth building that don’t come from books or social media – they come from real life. F...

Investing in The Sun, Ep 365 / Dr Simon Collins

27 Aug 2023

Contributed by Lukas

After the global financial crisis in 2008, an individual or group of individuals sent a saviour into our financial world to save it from what would in...

Micro-Dosing Macro Pt 2 / Hugh Hendry, Ep 364

20 Aug 2023

Contributed by Lukas

Hugh Hendry is a Scottish ex-hedge fund manager well known for his performance during theglobal financial crisis of 2008. Today, we’ll be covering o...

Micro-Dosing Macro Pt 1 / Hugh Hendry, Ep 363

13 Aug 2023

Contributed by Lukas

In between the things that are known, and unknown, lie the doors of perception.” Jim Morrison was often revered and feared in equal measure. In the ...

Meat and 3 Veg Investing, TGIF

06 Aug 2023

Contributed by Lukas

The majority of this podcast revolves around my journey to build wealth and my view of where the world is headed. We all deal with finances, be it thr...

The Key to Abundance, Ep 360 Jeff Booth

23 Jul 2023

Contributed by Lukas

This episode is a deep-dive into the world of inflation and its covert impacts on our society with renowned author and tech-thought leader, Jeff Booth...

Dysfunctional States of Investing Ep 359 Cole Hauptfuhrer

16 Jul 2023

Contributed by Lukas

My guest today is a recovering anti-financial adviser-non-financial adviser who talks to people about making concentrated investments into the asset c...

Resisting the Techno-Communist Takeover! Ep 358 Janine Grainger

09 Jul 2023

Contributed by Lukas

Sign up to the KiwiSaver Millionaire Roadmap!Hey! Can we have a little chat?If you're picking up what I'm putting down, help me build the Everyday Inv...

How to Make a Rich Family, Ep 357 / Catherine Emerson

02 Jul 2023

Contributed by Lukas

Nestled nicely in nuanced comfort and ease, we skip the t’s and c’s – because what could be worse torture than actually weighing up the value of...

Crypto: Then They Fight You, Ep 356 Paul Quickenden

25 Jun 2023

Contributed by Lukas

Imagine, if you will, a future world that's a notch stranger than the one we inhabit now. It's not a stretch, is it? Yet, does our investment strategy...

ESG: A Genuine Sustainability Solution? Ep 355 Michael Salvatico

18 Jun 2023

Contributed by Lukas

If you'd like to tell me what you think about sustainable investing, fill out the survey here.Today and I’m super fortunate to be able to sit across...

AI-Infused Bubbles, Ep 71 News of the Money-World

11 Jun 2023

Contributed by Lukas

Special announcement! News of the Money-World is re-grouping, re-strategizing, and (hopefully!) relaunching in September 2023 as per announcement.If y...

The Strategic Property Lifestyle, Ep 353 / Nichole Lewis

04 Jun 2023

Contributed by Lukas

Check out www.thepropertylifestyle.com to learn more about Nicole Lewis.Hey! Can we have a little chat?If you're picking up what I'm putting down, hel...

OCR Dancing on Debt Ceiling / News of the Money-World 70

30 May 2023

Contributed by Lukas

1 - Keen to ask a question: Click here.2 - Subscribe to YouTube to get earlier access, and participate in live events.3 - Sign up to the NZ Ever...

Housing: Too Much Government?! Andrew Crosby, Ep 351

28 May 2023

Contributed by Lukas

Andrew Crosby is the CEO of Universal Homes.Soft hearts towards the poor, and a hard money system. These are the two practical solutions we, as everyd...

US Wobbles, Budgets, and the OCR / News of the Money-World Ep 69

23 May 2023

Contributed by Lukas

Hey! Can we have a little chat?If you're picking up what I'm putting down, help me build the Everyday Investor community!Sign up to New Wealth Foundat...

Bridging Web3 to 'Real World', Ep 348 / Jerome Faury

21 May 2023

Contributed by Lukas

Today, advanced technologies such as AI and blockchain are being woven into the fabric of the finance sector. This isn't about innovation, yet there’...

Elephant Hunting with Warren Buffett/ News of the Money-World Ep 68

16 May 2023

Contributed by Lukas

Join our live webinar as we delve into the intriguing world of Berkshire Hathaway's AGM. We'll explore Buffett and Munger's "elephant hunting," their ...

Can Taxing Wealth Cure Inequality? Robin Oliver, Ep 346

14 May 2023

Contributed by Lukas

In this episode, we delve deep into the heart of New Zealand's economic landscape during this critical election year. Our guest, Robin Oliver, brings ...

The Markets are Stuffed? / News of the Money-World Ep 67

10 May 2023

Contributed by Lukas

When things aren't quite right in the world, and in the world of investing in particular, it's quite helpful to be able to talk about it.Fund managers...

How to Guard Your Own Bank, Ep 343 / Paul Salisbury

07 May 2023

Contributed by Lukas

Today, Paul talks about how everyday investors can not only become their own bank but also their own custodian. While this episode may seem tailored f...

RBA, China, Tech Stonks, and Banks / News of the Money-World Ep 66

03 May 2023

Contributed by Lukas

Sign up to New Wealth Foundations here: A self-guided personal finance course designed from a wealth-builder's perspective. Use the offer code: WEBINA...

How Fixing Money Can Transform Our World, Ep 340 Cody Ellingham

30 Apr 2023

Contributed by Lukas

Draw a line from one side of the page to the other, and place a mark somewhere along that spectrum from the far left, where everything’s going to re...

INSANE TRUTH About NZ Property Market / Ep 338

23 Apr 2023

Contributed by Lukas

Forgive the MR Beast style introduction also for those of you who noticed – this is the actual episode where I learnt that dirty trick though so you...

Regulatory Rumbles / News of the Money-World Ep 65

19 Apr 2023

Contributed by Lukas

Too much regulation and innovation is snuffed out - too little, and people lose money. Still, when it's central planners and incumbents who ultimately...

Immunised from Banking Lurgy? Ep 335 David Tripe

16 Apr 2023

Contributed by Lukas

The Global Financial Crisis (GFC) left deep scars that have yet to heal. Recent bank failures testify of this – it’s the equivalent of an 80 year ...

Why De-Fi Matters / Ep 333 Sarn Elliot

09 Apr 2023

Contributed by Lukas

The world is changing, and a golden age of new wealth creation will occur in a digital realm. Despite the potpourri of risk and tremendous uncertainty...

Death of the USD?! News of the Money-World Ep 64

05 Apr 2023

Contributed by Lukas

Read the full article here on this topic - pay attention, this one's an important one to share.Hey! Can we have a little chat?If you're picking up wha...

Diversification In Space! Stu Potter, Ep 331

02 Apr 2023

Contributed by Lukas

In this episode of the Everyday Investor, Carley Ellis, and Stu Potter talk about how an idea birthed after beers, hanging out with fri...

Banking Blues Building / News of the Money-World Ep 63

29 Mar 2023

Contributed by Lukas

Hey! Can we have a little chat?If you're picking up what I'm putting down, help me build the Everyday Investor community!Sign up to New Wealth Foundat...

The Passive, Everyday Investor / Tim Edwards, Ep 328

26 Mar 2023

Contributed by Lukas

We’re honored to be joined by Tim Edwards, the Managing Director of Index Investment Strategy at S&P Dow Jones Indices. With a distinguished pas...

The Happy, Everyday Investor / Ruth Henderson, Ep 326

19 Mar 2023

Contributed by Lukas

Sign up to New Wealth Foundations Here.These days we’re spoilt for choice with all the various finfluencers doing their thing on blogs, podcasts, an...

US Bank Failures / News of the Money-World Ep 62

15 Mar 2023

Contributed by Lukas

New to the story around SVG, Silvergate, and Signature, then check out this article!Worrying about a bank run is not advisable, especially considering...

Retirement to Re-Wirement Ep 324 / Pete Harbidge

12 Mar 2023

Contributed by Lukas

From retirement to 'Re-wirement', the story of PINCHT, and how to continue living now, just like you will then. Guest host Carley Ellis interviews Pet...

New Wealth Foundations - an Online Course / Ep 323

05 Mar 2023

Contributed by Lukas

Sign up to New Wealth Foundations NowPersonal finance is kind of like the engine room of wealth generation - it's where we receive our income, manage ...

Inflation: Soft, Hard, or No Landing? / News of the Money-World Ep 60

01 Mar 2023

Contributed by Lukas

Due to technical issues, we have used last week's image on this episode - don't be fooled though - this episode is amaze-balls!!Hey! Can we have a lit...

Talkin' 'Bout Money! Ep 321 / Frances Cook

26 Feb 2023

Contributed by Lukas

Want to know the secret to building wealth with the least amount of effort? Well, it's not that easy, obviously, but at the same time, it's not that h...

OCR, Cyclone, Crypto Regulation, Markets / News of the Money-World, Ep 59

21 Feb 2023

Contributed by Lukas

What's going to happen now that a cyclone has ripped the guts out of many households, communities, and farms? Clearly some money's going to be spent o...

Cracking Crypto in '23, Ep 319 /Janine Grainger

19 Feb 2023

Contributed by Lukas

Check out the article and glossary here.First they ignore you, then laugh at you, then fight you, then finally they join you. As painful as it is bein...

Early Stage Investing, Democratized / Ep 317, Colin Magee

05 Feb 2023

Contributed by Lukas

Colin Magee is the co-founder of Catalist. Catalist is a stock exchange for smaller companies, many of whom would normally not be large enough yet to ...

Sowing Seeds of Wealth, Ep 316 Paul Dickson

30 Jan 2023

Contributed by Lukas

Wealth building isn't just about financial prosperity, but also about personal growth and making a difference in the world. Our guest today, Paul Dick...

Investing in Whisky and Fine Wine, Ep 315 Maxwell Nee

22 Jan 2023

Contributed by Lukas

The more wealthy people there are in the world, the more people there are to drink fine wine and whisky. The more anxiety around the present age there...

Financial Literacy: Gamified, Ep 314

15 Jan 2023

Contributed by Lukas

There was an American civil rights leader called Mortimer Adler that some believe said this: 'I believe that what we become depends on what our father...

Truth about Bitcoin Mining and Central Banks, Ep 313 Dr Simon Collins

08 Jan 2023

Contributed by Lukas

Those who prefer more government control over individual sovereignty, or those who have the most to lose, are often those first to believe anything ne...

Emerging Markets in 2023 / Kevin Carter, Ep 312

01 Jan 2023

Contributed by Lukas

Kevin Carter is the founder & CIO of EMQQ, an emerging markets internet & ecommerce index. Kevin’s a diehard value investor but is also a be...

New Wealth Order / Ashley Church Ep 309

11 Dec 2022

Contributed by Lukas

Welcome to the New Wealth Order where you can still own something and be perfectly happy. What’s the name of the game? Maximise your income, keep a ...