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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

17:26

OCR holds, rates rise? Brad Olsen explains

Shared Lunch ·

2026/04/08

Principal Economist and CEO of Infometrics Brad Olsen unpacks the Reserve Bank's decision to hold the Official Cash Rate at 2.25%, and what’s happening with inflation and your mortgage. What has the Reserve Bank said about inflationary pressures, and the oil-driven price shocks hitting businesses and households? Brad walks through the longer-term wholesale swap rates already pushing fixed mortgage rates higher, and shares Infometrics' forecast for rate rises. Plus, the sectors where investors

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4:44

Bite: Infratil's AI infrastructure bet

Shared Lunch ·

2026/04/06

How big is the AI opportunity—really? In this bonus clip, Infratil CEO Jason Boyes breaks down why data centres sit at the centre of the AI boom. From surging demand driven by AI agents to the real-world returns already showing up in businesses, we explore why they think it could be one of their biggest investment calls of this decade. This bite is from our previous episode with Infratil. For more places to follow Shared Lunch—check out http://linktr.ee/sharedlunchShared Lunch is brought

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31:20

Infratil’s “biggest call of our careers”

Shared Lunch ·

2026/04/01

How will all the spending on AI translate to bottom-line results? Infratil CEO Jason Boyes spends his days and nights thinking about data centers, and he has thoughts about where investors could see real returns. We’re talking about the “defensive” nature of Infratil’s $11B infrastructure portfolio, and the impacts Jason anticipates from interest rate rises and shifting geopolitics. Hear about the outlook for portfolio assets from solar farms in Texas to runways in

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5:48

Bonus bite: The retail investor edge

Shared Lunch ·

2026/03/30

How do retail investors stack up against institutional? In this bonus clip, Centuria Co-CEO Jason Huljich explains why that’s not always the case—sharing how retail investors can be more flexible, more loyal, and ultimately more valuable over the long term. From building an investor base from zero to managing tens of thousands today, this is a perspective you don’t often hear in funds management. This bite is from our episode with Centuria Capital. For more places to follow Shared

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28:00

A property fund for the future economy

Shared Lunch ·

2026/03/25

Meet Jason Huljich, co-CEO of ASX 200 property fund manager Centuria Capital. Since the 90s, Centuria has built an empire worth $22B, managing 150 funds spanning from industrial warehouses to private credit. Why does Jason believe the work from home shift is finally stabilising—and how is it impacting office supply vs demand? How do you offset the risks of lending billions to residential developers during a housing crisis? Why does Centuria use 26 different banks? We discuss Centuria’s

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3:36

Bite: Why Australia loves dividends

Shared Lunch ·

2026/03/22

Australia has one of the strongest dividend cultures in the world. We unpack how the franking credit system shapes investor behaviour, why income is such a central part of the Australian market, and how structures like listed investment companies aim to smooth dividends even through downturns. This bite is from our episode ‘AFIC's hundred-year long game’. For more places to follow Shared Lunch—check outhttp://linktr.ee/sharedlunchShared Lunch is brought to you by Sharesies

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29:53

AFIC hundred-year long game (Australian Foundation...

Shared Lunch ·

2026/03/18

Does consistency and patience win in the end? Geoff Driver is General Manager at Australian Foundation Investment Company (AFIC), the century-old ASX mainstay managing $10B in assets. Amid an upcoming CEO transition and questions about performance, Geoff explains why he remains confident in AFIC’s philosophy of seeking resilient businesses with quality balance sheets. So, why does AFIC avoid “cyclical” sectors like gold and small-caps, even when they’re having a strong run

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3:14

Bite: The $750B race to build AI infrastructure

Shared Lunch ·

2026/03/17

Nvidia’s growth is tied to a massive global build-out of AI infrastructure — but most of the spending isn’t coming from consumers. It’s coming from hyperscalers like Amazon, Microsoft, Meta and Google pouring hundreds of billions into data centres and AI chips. We unpack whether that spending boom can continue, why Big Tech is now turning to debt markets to fund it, and what happens if expectations around AI start to cool. This bite is from our episode ‘The winners and

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4:06

Bite: Building a town from scratch

Shared Lunch ·

2026/03/15

Just south of Auckland, a massive development is underway that could become home to 60,000 people. Kiwi Property CEO Clive Mackenzie explains the vision behind Drury — a 50-hectare mixed-use town centre designed to support Auckland’s southward growth. From securing anchor tenants like Costco and New World, to working with government on transport, infrastructure and community facilities, we unpack what it actually takes to build a town from the ground up. This bite is from our episode

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29:40

Kiwi Property’s retail “fortress”

Shared Lunch ·

2026/03/11

Clive Mackenzie is CEO of Kiwi Property, the developer transforming New Zealand's "Golden Triangle" through massive urban projects. Clive believes Sylvia Park will be a self-sustaining satellite city within two decades, in line with a global trend of turning shopping centres into massive, mixed-use metropolitan areas that act as giant spending magnets. We break down Kiwi Property’s $3B portfolio, and why they’ve sold off some major assets to double down on "fortress" locations. Hear how

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34:17

The winners and losers of an AI revolution

Shared Lunch ·

2026/03/04

Is the golden age of software over? Andrew Curtayne, tech sector specialist at Milford Asset Management, puts the industry under the microscope. While hardware giants like Nvidia are still projecting heady numbers, software providers like Salesforce are under threat from AI tools that enable anyone to write code. With the central AI chip manufacturer sold out until 2028, what does that mean for the supply chain? Why do the biggest tech companies need to tap debt markets to fund a trillion-dollar

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2:25

Bite: Is plant-based milk overhyped? a2 CEO's take.

Shared Lunch ·

2026/03/03

Are plant-based milks really disrupting dairy? David Bortolussi, CEO of The a2 Milk Company, says not so fast. In this bite, he explains why a2 is doubling down on its A1 protein-free dairy proposition — and why plant-based isn’t part of the core strategy. With US sales up 29% and profitability targeted for FY27, David shares why he believes premium dairy is back in growth — and why a2 will never produce a product containing A1 protein. This bite is from our episode ‘The a2

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27:46

The a2 Milk comeback: Ponies, tennis, and billions

Shared Lunch ·

2026/02/25

David Bortolussi, CEO of The a2 Milk Company, tells us how the premium dairy pioneer has put the global pandemic in the rearview and is aiming for a $2 billion sales target. He shares the inside story of coming back from "rapid decline" to share price gains. Find out why David isn’t worried about declining Chinese birth rates, and how the company is shifting its strategy towards e-commerce. David shares a2’s goal to reach profitability in the US by 2027, helped along by the “Make

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4:19

Bite: Should KiwiSaver go to 5%… or even 12%?

Shared Lunch ·

2026/02/23

Is 3% giving Kiwis a false sense of retirement security? We unpack the growing debate around lifting KiwiSaver contribution rates and comparisons being drawn to Australia’s 12% super system. Would higher compulsory contributions better prepare us for retirement, or risk widening inequality by pushing more people to opt out? This bite explores whether we’re really ready to contribute more — and what it would take to make it fair. This bite is from our episode ‘The KiwiSaver

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34:15

The KiwiSaver wake-up call

Shared Lunch ·

2026/02/18

Was the 3% contribution rate always wrong? We sit down with Greg Smith from Generate KiwiSaver and Matt Macpherson from Sharesies to discuss the state of retirement. KiwiSaver membership is growing for both Generate and Sharesies, but Greg and Matt say that there’s a lot of work to do at the national level. So why did the latest budget halve government incentives, and what’s happening with the higher contribution rates? Why are so many of us opting out of KiwiSaver altogether, while

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29:35

Is Ryman’s big reset working?

Shared Lunch ·

2026/02/11

CEO Naomi James joins us to discuss leading a critical reset for Ryman Healthcare. The healthcare and property hybrid holds over $12 billion in assets, but the post-covid era has exposed its over-reliance on the housing market. In this episode, Naomi reveals Ryman’s big shifts to achieve its first positive free cash flow in over a decade—and the tough calls along the way, including closing care centres and resetting the balance sheet. With the 80-plus population set to double by 2050, is

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3:23

Bite: Property FOMO is gone?

Shared Lunch ·

2026/02/08

New Zealand’s love affair with property investing might be entering a new era. Economist Tony Alexander joined us to unpack what’s changed — from the end of decades-long falling interest rates, to shifting tax rules, tighter lending restrictions, and rising costs that are reshaping investor behaviour. He explains why fewer everyday Kiwis may see property as the default path to wealth, and why first-home buyers are now driving a bigger share of the market. This bite is a bonus from

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30:07

The end of the property era? Tony Alexander

Shared Lunch ·

2026/02/04

Independent economist Tony Alexander explains why we’re moving away from housing as a primary retirement plan, as a thirty-year era of falling interest rates comes to an end. Get Tony’s take on the dominance of first-home buyers, and whether now’s the time to lock in a long-term mortgage rate. Why does Tony believe the Reserve Bank will hike rates again before the year is out? What’s behind the widening gap between the Kiwi and Australian economies? Why are we getting mixed

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23:36

The 2026 investor’s survival guide: Part 2

Shared Lunch ·

2026/02/01

Could the upcoming election mess with our economic recovery? Mark Lister reckons you should focus on "profits over politics" regardless of who wins. We’re joined by Mark, Director at Craigs Investment Partners, and Kiwibank Chief Economist Jarrod Kerr to break down what Kiwi investors can look for in 2026. Find out how mortgage rates hitting 4% could finally wake up the property market and lure back investors. Jarrod questions whether the risk management departments in banks may have actually

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14:05

Wealth kick #4: Back from the brink

Shared Lunch ·

2026/01/19

Last time you heard from us, we talked budgets—how to stop feeling trapped and build a budget that suits you. Today’s episode is a little different: an extra chapter to tell one guy’s story. We return to Reagan White from Where’s My Money with a tale of brutal interest rates and a mortgage that suddenly feels way less manageable. Reagan shares how close he came to losing everything—and how budgeting became a life raft to get back to safety. This is the fourth episode of

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