Shared Lunch
Episodes
What makes this market dip different with Bryce from Equity Mates
20 Apr 2025
Contributed by Lukas
Check in with Bryce Leske from Equity Mates on the aftermath of Trump’s tariff bombshell, the big market swings, and how investors seem to be re...
Finding value in volatile markets
16 Apr 2025
Contributed by Lukas
Make sense of the markets with Michelle Lopez, Head of Australasian Equities and Portfolio Manager at PIE Funds. Michelle talks about the ripple effec...
Bonus bite: Volatility, the vote, and Aussie energy prices
14 Apr 2025
Contributed by Lukas
Ahead of the Australian election, Scott Phillips of The Motley Fool describes how market volatility and politics impact the energy sector—from s...
Investor guide to tariffs and the Aussie election
09 Apr 2025
Contributed by Lukas
In the lead-up to the Australian election, we speak to Scott Phillips of The Motley Fool on markets, party politics—and of course, tariffs. Scot...
Outgoing Meridian CEO on cost of power
06 Apr 2025
Contributed by Lukas
You run with the ups and downs being the CEO of a gentailer. In this bonus episode Neal Barclay, the outgoing CEO of Meridian Energy reflects on his 7...
Meridian Energy's $91M takeover bid for NZ Windfarms
02 Apr 2025
Contributed by Lukas
Go inside Meridian’s takeover proposal with Craig Stobo, Chair of NZ Windfarms, and Neal Barclay, outgoing Meridian CEO. The two leaders weigh i...
Quick bite: Are we prepared for a rapidly aging population?
30 Mar 2025
Contributed by Lukas
800,000 Kiwis are projected to be over 75 by 2040 – double today's numbers. Summerset Group CEO Scott Scoullar discusses the rapidly aging New Z...
Retirement villages: A hidden real estate giant?
26 Mar 2025
Contributed by Lukas
Our aging population and housing supply—two of the country’s hottest topics. And right at the intersection of both? Retirement housing.Sco...
Quick Bite: What are the risks of private equity?
24 Mar 2025
Contributed by Lukas
In this quick bite, Dr Joel Shulman from ERShares unpacks the democratization of private equity. What strategic opportunities exist in private markets...
The ETF that lets you own SpaceX
19 Mar 2025
Contributed by Lukas
Fund manager Dr. Joel Shulman is bringing private equity access to retail investors. Meet XOVR, the exchange-traded fund that includes private holding...
Quick bite: How diversified funds blur the active & passive line
16 Mar 2025
Contributed by Lukas
In this quick bite, Anna Scott, CEO of Smart demystifies the blurred line between active and passive investing in diversified funds. What strategic de...
Active or passive investing? Part 2: Passive
12 Mar 2025
Contributed by Lukas
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, Sma...
Quick bite: How do active managers decide when to buy & sell?
10 Mar 2025
Contributed by Lukas
In this quick bite, Ana-Marie Lockyer, CEO of Pie Funds reveals the decision-making process of active investment managers. How do professionals evalua...
Active or passive investing? Part 1: Active
05 Mar 2025
Contributed by Lukas
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 experie...
Quick bite: A timeline for NZ's economic recovery
02 Mar 2025
Contributed by Lukas
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 ...
Fix, float, or flip? Mortgage strategy 2025–Tony Alexander
26 Feb 2025
Contributed by Lukas
Independent economist Tony Alexander analyses the latest moves from the Reserve Bank—and the impact for home owners and house hunters. We cover ...
Quick bite: Which cybersecurity trend will dominate 2025?
23 Feb 2025
Contributed by Lukas
In this quick bite, Misti Landtroop from Palo Alto Networks breaks down the evolving cybersecurity landscape for 2025. Why is cloud security becoming ...
The real-life spies of global cybersecurity
19 Feb 2025
Contributed by Lukas
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 ...
Quick bite: Global tensions & local pressure–Fonterra's 2025 challenges
16 Feb 2025
Contributed by Lukas
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 th...
Beyond milk: Fonterra's next frontier
12 Feb 2025
Contributed by Lukas
It’s not just about milk anymore. Fonterra CEO Miles Hurrell opens up about steering the export giant through geopolitical turbulence, shifting ...
Quick bite: What do industrial property trends reveal about New Zealand’s recovery?
09 Feb 2025
Contributed by Lukas
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 bellwethe...
How to run a $2 billion dollar industrial property porfolio
04 Feb 2025
Contributed by Lukas
We're heading inside Property for Industry (PFI)’s two billion dollar portfolio, which includes some of NZ's biggest companies, private enterpri...
Quick Bite: Bonds vs. equities–investing in an uncertain market
02 Feb 2025
Contributed by Lukas
What are bonds role in today’s unpredictable economic landscape?In this quick bite, Chris Di Leva from Harbour Asset Management & Pattrick S...
2025: What investors need to know
29 Jan 2025
Contributed by Lukas
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 prepar...
'To say we bootstrapped this thing is a massive understatement' - Delivereasy | More Than Money
26 Jan 2025
Contributed by Lukas
Ever wondered how two guys with three broken scooters and a dream turned a garage startup into a nationwide delivery empire? Join Nick Foster an...
'It's about whānau wealth' - The Morning Shift | More Than Money
22 Jan 2025
Contributed by Lukas
Professional yarn-spinners Brook and Jordan & Matua Mark of the Morning Shift join Carl from Sharesies for a solid kōrero around wealth, family, ...
How to break up well - Sarah Catherall | More Than Money
19 Jan 2025
Contributed by Lukas
Got a prenup? Who manages the accounts? Is your name on the mortgage, or your partner’s? Author and journalist Sarah Catherall tells us ho...
Invest in family life - Jesse Mulligan | More Than Money
15 Jan 2025
Contributed by Lukas
In this episode of More than Money, Garth gets Jesse Mulligan’s view on the finances of parenthood and how money interacts with our relationship...
'Property is easy, but I never bought as an investment' Tony Alexander | More Than Money
12 Jan 2025
Contributed by Lukas
Are our careers an underrated investment? Tony thinks so. In this episode of More than Money, we get personal with Shared Lunch regular, independent e...
'I don't mind the word failure' - Brodie Kane | More Than Money
08 Jan 2025
Contributed by Lukas
Presenter, podcaster, and author (and sometimes ultramarathon runner) Brodie Kane spills about facing redundancy at the outset of a pandemic—wit...
'Think with abundance' - Luke Kemeys from Keep the Change | More Than Money
05 Jan 2025
Contributed by Lukas
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 tra...
'It all came crashing down' - Patrick Gower | More Than Money
01 Jan 2025
Contributed by Lukas
Are Kiwis lacking connection? Broadcasting legend Paddy Gower reckons it’s time we take some simple steps to feel more connected and fulfilled. ...
Car insurance for your Summer roadie? Coverage vs cost explained with Cove
25 Dec 2024
Contributed by Lukas
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...
More Than Money, coming 2025 - Trailer
22 Dec 2024
Contributed by Lukas
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 a...
Growing Sharesies, an update with Co-CEO's Brooke, Sonya & Leighton
18 Dec 2024
Contributed by Lukas
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 w...
Quick Bite: Good news for NZ next year?
15 Dec 2024
Contributed by Lukas
We're thinking positive for 2025!Brad Olsen & RNZ business journalist Gyles Beckford look at the positives for NZ next year, including emerging si...
Crypto, Trump & NZX: 2024 in review
11 Dec 2024
Contributed by Lukas
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 ...
Quick Bite: How will Trump impact the NZ economy? 🇺🇸💰
09 Dec 2024
Contributed by Lukas
Independent economist Tony Alexander unpacks the potential impacts of the US presidential election on New Zealand's economic landscape. From cryptocur...
Will property thrive or just survive in 2025? Tony Alexander
04 Dec 2024
Contributed by Lukas
What’s coming for New Zealand’s economy in 2025 and beyond? While things are easing, Independent Economist Tony Alexander cautions business owners...
🎙️ Bonus Bite: What we've learned from the tough times 💡with Luke Kemeys of Keep The Change
02 Dec 2024
Contributed by Lukas
In this bonus episode we continue the conversation with Keep the Change host Luke Kemeys, and unpack the last couple of years of economic rollercoaste...
Luke Kemeys from Keep the change–Five blockers to growing your wealth
27 Nov 2024
Contributed by Lukas
Are you overthinking your investing? Do you ever find yourself procrastinating, or getting stuck? In this week’s Shared Lunch, accountant and grassr...
Quick Bite: Why NZ Beats Australia in Fibre
25 Nov 2024
Contributed by Lukas
How did NZ become so successful in fibre uptake, outpacing both Australia and the UK, despite geographical challenges? What does this mean for the NZ'...
How Chorus built our $5.5B world-class fibre network
20 Nov 2024
Contributed by Lukas
Mark Aue, CEO at Chorus, tells us how a Spark spin-off became NZ's largest telecommunications infrastructure company, putting New Zealand 17th globall...
Quick Bite: How does the future of banking look?
17 Nov 2024
Contributed by Lukas
Have Neobanks lived up to the hype? ANZ Group CEO Shayne Elliott gives his take on how banking needs more than just 'flashy apps' and what makes true ...
Is strict lending killing big ideas? ANZ Group CEO Shayne Elliott
13 Nov 2024
Contributed by Lukas
What’s the real cost of lending regulations? ANZ CEO Shayne Elliott thinks playing it too safe in banking blocks opportunities for people ‘in the ...
Quick Bite: US markets too hot? Staying focused on the long term plan.
10 Nov 2024
Contributed by Lukas
Worried about US market highs? In this quick bite, we chat to David R. Sharp, Snr ETF Capital Markets Specialist at Vanguard about staying the course ...
‘VOO and chill’—Inside Vanguard’s powerhouse ETF
06 Nov 2024
Contributed by Lukas
We catch up with Vanguard's senior ETF capital market specialist David Sharp who is based in the battleground state of Pennsylvania. David sheds som...
Quick bite: Can you be too diversified?
03 Nov 2024
Contributed by Lukas
In this quick bite, Victoria Harris from the Curve answers the question, why is over-diversification problematic? Why should you tidy up a messy portf...
All things diversification, with Victoria from The Curve
30 Oct 2024
Contributed by Lukas
What can COVID and crypto teach us about diversification? Should you manage your investments actively, passively, or a bit of both? And is there such ...
Investing outside NZ? Here are some tax rules (FIF)
28 Oct 2024
Contributed by Lukas
What happens tax-wise if you’re investing in foreign shares? Holding shares listed outside of New Zealand means you might fall under the Foreign Inv...
Smart brings bitcoin, gold, and more to the NZX
23 Oct 2024
Contributed by Lukas
What do Bitcoin and gold have in common? What’s a “core-and-explore” portfolio? Are you better off investing in global assets via the NZX, inste...
Quick Bite: Wine & rebalance? Diversification with Victoria Devine
20 Oct 2024
Contributed by Lukas
In this quick bite Sonya and Victoria Devine break down diversification and portfolio management. Victoria covers the basics, as well as Direct share ...
How does an unstable climate impact your insurance?
16 Oct 2024
Contributed by Lukas
Kris Faafoi, Chief Exec of the Insurance Council, tells Garth Bray what recent climate events mean for New Zealanders who want to protect their assets...
Quick Bite: Which NZ regions are defying the national housing trend?
13 Oct 2024
Contributed by Lukas
In a bonus clip from our recent Shared Lunch with Tony Alexander, we explore Aotearoa's regional property trends and look at the outliers like Queenst...
Victoria Devine: Why your family home is not an investment
09 Oct 2024
Contributed by Lukas
Author, business woman, retired financial advisor, and host of Australia's number 1 money podcast, She’s on the Money, Victoria Devine, gives tips o...
Quick Bite: Capital gains tax 💰how could it happen?
06 Oct 2024
Contributed by Lukas
Will New Zealand finally get a capital gains tax? Tony Alexander breaks down how a CGT could become reality in NZ - and why the messaging matters more...
With interest rates down, will property bounce back?
02 Oct 2024
Contributed by Lukas
From the revival of open homes to the challenges still faced by property developers, independent economist Tony Alexander joins Leighton Roberts to co...
Bonus: Is international travel is set to get cheaper? Webjet Group CEO
29 Sep 2024
Contributed by Lukas
We unpack the latest trends in holiday travel off the back of the Webjet demerger. New Webjet Group CEO and Kiwi expat Katrina Barry is bullish ab...
Do fossil fuels play a part in the transition?
25 Sep 2024
Contributed by Lukas
We drill into the world of oil and gas exploration with Andrew Jefferies, Chief Executive of Echelon. Andrew shares why the company has left the...
Bonus: Air New Zealand Investor Q&A with CEO Greg Foran
23 Sep 2024
Contributed by Lukas
In the second part of our Air New Zealand conversation, we put your questions to CEO Greg Foran. Things like: why pay a dividend if things are so toug...
Navigating turbulence: Air NZ CEO Greg Foran
18 Sep 2024
Contributed by Lukas
We chew on the headwinds the national carrier is battling and what it's doing to fly a smoother path with CEO Greg Foran. Our conversation follows a...
Contact’s Manawa takeover–who wins?
16 Sep 2024
Contributed by Lukas
We put some investor questions to Contact Energy Mike Fuge as the gentailer makes its case for a $2.3 billion takeover of renewable wholesale power co...
Dairy drama: Synlait’s crucial survival vote
11 Sep 2024
Contributed by Lukas
We chat with George Adams, the chairman of distressed milk company Synlait ahead of shareholders voting on a capital rescue package. Adams is inte...
ASX: Insights, earnings & outlook
09 Sep 2024
Contributed by Lukas
In this bonus episode of Shared Lunch we break down the latest Aussie earnings season and chat about the potential of smaller mid-cap companies with S...
Fixing a broken housing market–Housing Minister Chris Bishop
04 Sep 2024
Contributed by Lukas
With recent reports that New Zealanders have the lowest level of home ownership since 1945, is the New Zealand dream over? From liberalising planning ...
Quick Bite: Mainfreight's Tesla trucks & solar sustainability
02 Sep 2024
Contributed by Lukas
In this quick bite Don Braid, Managing Director of Mainfreight shares how sustainability has been ingrained into the company's operations since its ea...
Mainfreight: where next for the blue trucks?
28 Aug 2024
Contributed by Lukas
Having Aussies run the Australian arm of freight and logistics giant Mainfreight has helped it become the biggest earner—surpassing the Kiwi busines...
Bonus: Rocket Lab Investor Q&A with Sir Peter Beck
25 Aug 2024
Contributed by Lukas
In the second part of our conversation with Sir Peter Beck, we put a bunch of Sharesies investor questions to the Rocket Lab founder. Things like: Why...
Rocket Lab off to Mars–Sir Peter Beck
21 Aug 2024
Contributed by Lukas
As Rocket Lab makes history shipping twin spacecraft for NASA’s Mars mission, we catch up with company founder and CEO Sir Peter Beck. Our convers...
Quick Bite: KiwiSaver contributions vs paying off the mortage?
18 Aug 2024
Contributed by Lukas
In this quick bite from Shared Lunch, host Helen Matterson and financial advisor Hannah McQueen from Enable.Me tackle a common financial dilemma: how ...
Phew! Interest rates go south! With KiwiBank's Jarrod Kerr
14 Aug 2024
Contributed by Lukas
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...
Bought a house. Now what? With Hannah McQueen
12 Aug 2024
Contributed by Lukas
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 ne...
F&P Healthcare 41 years on: Lewis Gradon
07 Aug 2024
Contributed by Lukas
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 ...
Quick Bite: Gold has been at all time highs, so what's the outlook?
04 Aug 2024
Contributed by Lukas
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 Ota...
Going for gold–Santana Minerals
31 Jul 2024
Contributed by Lukas
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 Quee...
Doing medicinal cannabis differently–Rua Bioscience
24 Jul 2024
Contributed by Lukas
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 Ruatori...
Bonus: How will AI change investing?
22 Jul 2024
Contributed by Lukas
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...
How Can Your Will Make a Difference? #Wills Week 2024
17 Jul 2024
Contributed by Lukas
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 h...
Quick Bite: What happens when you die without a will? #Wills week 2024
14 Jul 2024
Contributed by Lukas
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...
A flip flop on interest rates—Brad’s view
10 Jul 2024
Contributed by Lukas
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 Reser...
Quick Bite: What's the $50,000 Rule in NZ Foreign Investing?
08 Jul 2024
Contributed by Lukas
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...
Tax for investors 101
03 Jul 2024
Contributed by Lukas
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...
Quick Bite: The Japanese stock market hit all time high in 2024
01 Jul 2024
Contributed by Lukas
In this quick bite: Chris Di Leva from Harbour Asset Management discusses the surprising performance of the Japanese stock market with host Dan Brunsk...
The US v NZ investing conundrum
26 Jun 2024
Contributed by Lukas
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 m...
Quick Bite: How crucial are ports to New Zealand's economy?
24 Jun 2024
Contributed by Lukas
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 exp...
Why invest in a port? Napier Port CEO Todd Dawson
19 Jun 2024
Contributed by Lukas
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 Daw...
Quick Bite: Can AI Speed Up Drug Discovery?
16 Jun 2024
Contributed by Lukas
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...
Weight loss drug boom—opportunities & risks
12 Jun 2024
Contributed by Lukas
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 ...
Quick Bite: What makes a 'great New Zealand company'?
09 Jun 2024
Contributed by Lukas
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 appe...
How has Infratil sustained double digit growth?
05 Jun 2024
Contributed by Lukas
What’s next for the market darling infrastructure investment company infratil? Can it maintain double digit growth? We talk to Infratil CEO Jason ...
Quick Bite: How low will property go? Tony's take.
04 Jun 2024
Contributed by Lukas
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 tren...
Vendor back-log keeps a lid on house prices
29 May 2024
Contributed by Lukas
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...
EROAD’s highway to the USA
26 May 2024
Contributed by Lukas
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 d...
Energy and water tech on steroids—Gentrack
22 May 2024
Contributed by Lukas
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 h...
Quick Bite: Where do you park your cash? With Brad Olsen
19 May 2024
Contributed by Lukas
In a landscape of fluctuating interest rates, where are you parking your cash? Economist Brad Olsen breaks down the current financial environment and ...
When will interest rates turn? Brad’s view
15 May 2024
Contributed by Lukas
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 ...
Bonus Bite: Meta's AI Ambitions: Leveraging User Data?
12 May 2024
Contributed by Lukas
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 u...
Meta in focus–AI, ethics and TikTok
08 May 2024
Contributed by Lukas
What’s next for Meta, the tech titan behind brands like Facebook, Instagram and WhatsApp? Sydney based Milford Asset Management senior analyst, ...
Leighton’s take on ‘Woodstock for capitalists’ - the Berkshire Hathaway Annual Meeting
06 May 2024
Contributed by Lukas
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 l...
Behind the B: How B Corps make business better
01 May 2024
Contributed by Lukas
Ever seen a small ‘B’ logo on a product or website? You were probably looking at a certified B Corporation—a business that meets rigorous standa...