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PODCAST

Shared Lunch

A conversation with experts, CEOs, and you. We talk to company leaders and industry experts every week. Listen or watch over lunch or whenever for what’s happening in the economy, the markets, and the companies you invest in. Investing involves risk. This channel is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. Information provided is general advice only and current at the time and does not take into

business investing

All Episodes

28:38

The US v NZ investing conundrum

Shared Lunch ·

2024/06/26

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

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5:36

Quick Bite: How crucial are ports to New Zealand's...

Shared Lunch ·

2024/06/24

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

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32:34

Why invest in a port? Napier Port CEO Todd Dawson

Shared Lunch ·

2024/06/19

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

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5:19

Quick Bite: Can AI Speed Up Drug Discovery?

Shared Lunch ·

2024/06/16

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

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23:54

Weight loss drug boom—opportunities & risks

Shared Lunch ·

2024/06/12

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

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3:13

Quick Bite: What makes a 'great New Zealand company'?

Shared Lunch ·

2024/06/09

In this quick bite: We ask Infratil CEO Jason Boyes, about the companies history as it reflects on 30 years, now with a $14 billion portfolio of 15 companies across four sectors—digital, renewables, healthcare and airport.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

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33:04

How does Infratil sustain double digit growth?

Shared Lunch ·

2024/06/05

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

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4:38

Quick Bite: How low will property go? Tony's take.

Shared Lunch ·

2024/06/04

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

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23:28

Vendor back-log keeps a lid on house prices

Shared Lunch ·

2024/05/29

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

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20:42

EROAD’s highway to the USA

Shared Lunch ·

2024/05/26

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

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28:20

Energy and water tech on steroids—Gentrack

Shared Lunch ·

2024/05/22

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

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3:51

Quick Bite: Where do you park your cash? With Brad Olsen

Shared Lunch ·

2024/05/19

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

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32:24

When will interest rates turn? Brad’s view

Shared Lunch ·

2024/05/15

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

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7:24

Bonus Bite: Meta's AI Ambitions: Leveraging User Data?

Shared Lunch ·

2024/05/12

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 or

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31:45

Meta in focus–AI, ethics and TikTok

Shared Lunch ·

2024/05/08

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

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11:44

Leighton’s take on ‘Woodstock for capitalists’ - the...

Shared Lunch ·

2024/05/06

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

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33:46

Behind the B: How B Corps make business better

Shared Lunch ·

2024/05/01

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 standards of social and environmental performance. Sharesies co-founder and co-CEO Brooke Roberts sits down with Alex Hannant and Mindy Leow from B Lab—the nonprofit network behind B Corp certifications—to discuss the global B Corp movement and why it matters for investors. The conversation covers growing consumer demand for ethical companies, the role of B Corps

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2:52

Quick Bite: James Shaw on the 'eye-popping' numbers...

Shared Lunch ·

2024/04/29

Last week on Shared Lunch James Shaw, former Climate Change Minister, joined Pattrick Smellie to talk climate investment. In this quick bite he shares how he sees the global transition to sustainable technologies as one of the most significant investment opportunities we’ve faced, spanning infrastructure, housing, transport, energy, waste management, agriculture, and more. Check out the full episode: 'Ride the wave or be the wave–James Shaw' For more or to watch on youtube—check out

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26:19

Kids & Money with ZM's Clint Roberts

Shared Lunch ·

2024/04/23

In this Kids & Money school holiday episode, Brooke Roberts chats with ZM Drive host Clint Roberts (no relation!). Clint hosts The Parenting Hangover podcast, and shares his money experiences as a dad of two young daughters. We find out about growing up Roto-vegas, his DJ side hustle, and how tips from Hamish Blake & co-host Jordan 'How to Dad' Watson, have informed his family spending habits. As you'd expect from a nationwide drive show host, it's a great chat, with insightful perspectives

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33:20

Kids & Money with Jamie Beaton from Crimson Education

Shared Lunch ·

2024/04/21

Join Sharesies co-founder Brooke Roberts in this Kids & Money school holiday episode for her conversation with Jamie Beaton, CEO of Crimson Education and NZ Young Entrepreneur of the Year 2023. Jamie shares his inspiring story of getting into top universities like Harvard and Yale and starting Crimson to help other students achieve their academic dreams.Jamie talks about the money lessons he learned from his family, and multiple business ventures, which has helped form his belief of letting

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