Episodes
In this quick bite Don Braid, Managing Director of Mainfreight shares how sustainability has been ingrained into the company's operations since its early days, from recycling initiatives, to implementing off-grid solar power and water systems in their facilities worldwide.
Plus, hear more around what Mainfreight's plans are with their electric trucks, if Telsa's will become a part of their fleet, and what are the issues for Electric Vehicles (EVs) when it comes to long-haul transportation?
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Published 09/02/24
Having Aussies run the Australian arm of freight and logistics giant Mainfreight has helped it become the biggest earner—surpassing the Kiwi business this financial year.
In a candid chat with Mainfreight Managing Director Don Braid we also find out how it’s cracked getting established in India.
Back home a key concern is no decision about the upgrade of the Picton Ferries, and a lack of consultation with those at the coalface of rail networks.
Learn how Mainfreight’s approach to...
Published 08/28/24
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 space? What are the macro events that impact the space industry? And what's his favourite space movie?
Plus Sharesies co-founder and CEO Leighton Roberts gets a brief tour of Rocket Lab’s Auckland site.
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Investing involves risk. This episode is brought to you by...
Published 08/25/24
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 conversation at Rocket Lab’s Auckland site, follows a June-quarter revenue jump of 70%, and is in anticipation of its Neutron rocket launch in 2025, which the company says will end the SpaceX monopoly for medium launch vehicles.
Find out why Rocket Lab is actually an infrastructure company, how it builds for interplanetary research (think the Red...
Published 08/21/24
In this quick bite from Shared Lunch, host Helen Matterson and financial advisor Hannah McQueen from Enable.Me tackle a common financial dilemma: how might you balance KiwiSaver contributions and paying off your mortgage? Hannah shares her options on balancing retirement savings with property investment, contributing up to an employer's match, and thoughts on what could happen with the extra funds. Plus, what are some major mistakes kiwis make when it comes to finances?
For more or to...
Published 08/18/24
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 the significance of this move.
Where is inflation at? Will there be further cuts in quick succession or a slow burn? What does this mean for house prices? Don’t miss this short episode for all the answers.
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Appearance on Shared Lunch is not an endorsement by Sharesies...
Published 08/14/24
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 never ending. In keeping with the theme of Sorted Money Month, ‘Pause, get sorted’, we look at what you can do to keep building your wealth for the future.
We’re joined by enable.me founder Hannah McQueen who suggests where to start, and answers common questions around balancing mortgage debt and contributing to Kiwisaver.
We’re giving away two...
Published 08/12/24
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 the next 30?
The conversation covers recent challenges like the tail from COVID-19, and being disciplined enough not to succumb to short-term share market pressures. Plus the potential anesthesia market, where homecare is headed and building an even bigger complex at Karaka.
With most R&D still locally based, F&P hopes to...
Published 08/07/24
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 Otago, New Zealand. What’s Santana’s thinking on where the gold price might go and how has the company scoped the viability if the price drops? Plus, we had to ask about Bitcoin, a so-called digital gold - what’s a traditional gold miner’s take on crypto as a store of value?
This quick bite is from our previous episode ‘Going for gold–Santana...
Published 08/04/24
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 Queenstown by newly listed NZX company Santana Minerals.
Santana CEO Damian Spring explains the road ahead including the need to raise capital, the journey to get consent—including fast track legislation— and showing Resources Minister Shane Jones the site.
As well as economic benefits and job creation, we discuss environmental concerns....
Published 07/31/24
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 Ruatoria based Rua Bioscience about why it's pinning its hopes on a pivot from cultivation and manufacturing, to selling cannabis genetics overseas.
Rua CEO Paul Naske sees significant growth as new legal frameworks in western countries make way for the medicinal cannabis market —estimated to be just 10 percent of the black market.
And we hear about...
Published 07/24/24
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 CTO Richard Clark about how artificial intelligence can be applied to investing.
The conversation covers recent breakthroughs that have propelled AI into the mainstream like GPT-4, how businesses need to embrace AI, and the impact on capital markets.
You’ll also get to hear about the new Sharesies AI Search feature coming this week which...
Published 07/22/24
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 having will, but also the growing trend of leaving something to a cause you’re passionate about.
Our conversation with Public Trust wills expert Catherine Simpson busts myths about wills and charitable giving. We cover not just leaving cash, but other assets including a part of your share portfolio. And whether to consider residual giving—a...
Published 07/17/24
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 will & what happens to your estate and investments when you don't have one?
In our upcoming episode we also delve into charitable giving and the average amount passed on. Stay tuned for the full episode, but in the meantime here's a taster to kick off Wills Week. Find out more at https://www.publictrust.co.nz/
For more or to watch on...
Published 07/14/24
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 Reserve Bank held the Official Cash Rate at 5.5% for the eighth time in a row.
In this short episode we discuss if November will bring the change mortgage holders and businesses are hoping for. Plus whether the Reserve Bank has gone too far in its quest to curb inflation. And will it be harder to get back into a growth cycle?
For more or to...
Published 07/10/24
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 of the Foreign Investment Fund (FIF) regime, explaining:
The threshold for FIF rules Special exemptions for Australian investments Fair Dividend Rate vs Comparative Value When to call in the professionals This quick bite is from our previous episode: Tax for investors 101
For more or to watch on youtube—check out...
Published 07/08/24
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 tax as a retail investor.
Mark Lash, a partner with Deloitte Private, helps demystify some of that pesky jargon and breaks down the what, when and how of tax when investing in company shares and funds.
Things like what’s an imputation credit? What are the gotchas when investing offshore? And how reliable is ChatGPT when it comes to tax...
Published 07/03/24
In this quick bite: Chris Di Leva from Harbour Asset Management discusses the surprising performance of the Japanese stock market with host Dan Brunskill. Did you know Japan's market hit an all-time high in 2024, matching its 1989 peak? Chris explains the 35-year journey of zero nominal returns and recent reforms driving Japan's market rally. Plus, get insights on how U.S. tech giants are becoming "better capitalists" in response to changing economic conditions.
This quick bite is from our...
Published 07/01/24
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...
Published 06/26/24
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...
Published 06/24/24
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...
Published 06/19/24
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...
Published 06/16/24
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...
Published 06/12/24
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 appeal to the hearts and minds of NZers.
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. Shared Lunch is not financial...
Published 06/09/24
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...
Published 06/05/24