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 account your objectives, financial situation and needs. We do not provide recommendations and you should always read the product disclosure documents available from the product issuer before making a financial decision. Our disclosure documents, including a Target Market Determination for Sharesies, can be found on our website at https://sharesies.com.au/disclosures. If you require financial advice, you should seek advice from a qualified financial advisor. The views expressed by individuals are their own and Sharesies does not endorse any of the guests or the views they hold.
Episodes
Investors may be feeling uneasy as tensions remain high between the US, Iran, and Israel. To shed some light on the latest situation, we’re turning to Nicholas Bagnall, Chief Investment Officer at Te Ahumairangi fund, and Matt Macpherson, our Head of KiwiSaver.
Nicholas has seen more than a few conflicts play out over his 30+ years of investment management, so we’re asking—where to from here? What moves can ...
Wesfarmers CEO Rob Scott has competed on the world stage. So what did elite sport teach him about running billion-dollar brands like Kmart and Bunnings?
Hear how Olympic discipline shaped his leadership style, why great teams (not great egos) matter most, and the investor advice he swears by: “When the horse is dead,...
Meet Wesfarmers, the Aussie conglomerate behind Kmart, Bunnings, and Target. Former Olympian turned CEO Rob Scott recounts their rise from WA farmer's co-op to global investment titan—and what comes next.
What makes their "loose-tight" management philosophy work? What’s the secret to Kmart's repositioning—including global demand for in-house brand Anko? How can Wesfarmers’ retail brands protect their s...
In this quick bite Jason Boyes from Infratil talks to some tough questions—share price drops, DeepSeek and CDC’s weight in the portfolio. Plus, hear about the importance of clear comms and site visits, and why he's staying patient on AI—even if investors want their Christmas presents early.
This quick bite is from our previous episode 'How much runway does Infratil have?'
For more or to watch on YouT...
Jason Boyes, Infratil CEO, joins us from their $500M upgrade site at Wellington Airport—where the infrastructure investor holds a 66% stake. After reporting mixed results for the last financial year, Jason charts the course of Infratil’s future.
What’s driven the company’s net loss for FY2024, even while underlying earnings showed growth? How does the management team plan to rein in their cash flow imbalance...
In this bonus episode, economist Tony Alexander tackles your burning questions—from the case for a land value tax, to the flood of Kiwis heading offshore, to what financial education should mean for kids..
Tony shares why a land tax might not fly politically, how soaring rates could change where retirees live, and a twist on the “brain drain”—with whole families following their kids across the ditch. Plus, h...
Independent economist Tony Alexander is back to give us the lowdown on the housing market, interest rates, and what’s driving investment sentiment in 2025.
He unpacks why lending is still lagging behind 2021 levels, despite a lift in business and consumer credit, and why the cost of living remains stubbornly high, with some commodity prices reportedly up ar...
Ever wonder about those plastic crates your fruit comes in?
Morrison CEO Paul Newfield reveals how these overlooked circular economy systems represent infrastructure potential his $25B firm hunts for.
Paul shares his candid admission about underestimating New Zealand's renewable energy, why Australia's coal plants breaking down makes the energy transition inevitable, and how Morrison's decades-long expertise—from 1990s NZ win...
What’s driving global interest in infrastructure investment?
We’re talking to Paul Newfield, CEO at Morrison, a pioneering infrastructure manager with assets worth $25B USD.
Their holdings include a portfolio of renewable energy, data centres, and healthcare infrastructure.Paul shares how Morrison plays the long game, finding businesses with sustainable competitive advantages and...
A quick catch-up with Napier Port’s CEO Todd Dawson reveals never a dull moment. Autonomous trucks and dredging to deepen shipping channels are just some of the things on the back of a strong half-year profit result.
Increased container volumes and an earlier pipfruit season has helped boost the numbers.
We hear how investors have been rewarded with a special dividend—on top of a higher interim dividend of 4c—and ...
How does Briscoe Group's Rod Duke view incoming competition from international retailers like IKEA and Sports Direct?
The retail veteran shares his unconventional strategy of welcoming customers to try competitors. Plus - Duke reflects on his transition from hands-on management to mentoring, and why building a lasting legacy matters more than short-term defense.
How do you steer a retail giant through US-China trade conflicts and low consumer spending?
Garth Bray cracks open Rod Duke's playbook for weathering an economic downturn—and capitalising on an international trade standoff. The Briscoe Group CEO reveals how his buyers have used ongoing tariff tensions to find negotiating opportunities with Chinese suppliers.
In this episode, we find out: why is Briscoe Gro...
Is KiwiSaver better off with policy stability or is it overdue for comprehensive reform? Matt MacPherson from Sharesies & Chris Di Leva of Harbour Asset Management debate whether potential cuts to government contributions would impact participation rates.
Plus - how many investors would support higher KiwiSaver contributions in a cost of living crisis?
This clip is taken from our previous episode "Investing in US m...
Curious about investing in the US market in more ways than one?
In our latest episode of Shared Lunch, we explore a new KiwiSaver option, the Sharesies US500 Fund—what it is, how it works, and what role it might play as a part of your KiwiSaver. We also cover why global diversification matters, the recent US market wobbles, your risk appetite, and how to think about US investing as part of your long-term financial...
In this quick bite, Ed McKnight from Opes Partners challenges the perception that property investment is low-risk, explaining how leverage amplifies both gains and losses. How exactly does the "mortgage magnifier" work? Ed shares how even a 5% property value change can result in far bigger equity shift for investors. Plus, we look at historical returns between property and shares in New Zealand over the past 25 years.
...
After recent rockiness in both equity and housing markets, we revisit the classic shares vs. property discussion with Ed McKnight, Resident Economist at Opes Partners.
While he believes there’s a “buyer’s market”, Ed cautions that housing might be riskier than you think, and that leverage can amplify your losses as well as your returns.
Is Ed worried about the impacts of climate and insurability for property...
In this quick bite: Leighton Roberts sits down with NZ Finance Minister Nicola Willis.
Where are the inspiring local success stories and why don't we hear much about innovative Kiwi businesses? Plus - the government's fiscal strategy, current debt levels and the path to budget balance and why New Zealand's size might be its advantage.
This clip is taken from our previous episode '' For more or to watch on YouTube—check ...
After a tough few years for inflation, interest rates, and investor confidence, Nicola Willis is charged with not only repairing but expanding the economy. So how will our Minister of Finance and Economic Growth make that happen?
Get a preview of the upcoming Budget, and hear how the Minister plans to strike a balance between stimulating growth and managing spending.
How will we prioritise investment into key areas like healt...
Volatility doesn't seem to be scaring off Kiwi investors—could it be teaching us new strategies?
In this bonus clip, Susannah Batley from Sharesies & Paul McBeth (The Bottom Line) discuss how investors are adapting to market turbulence by shifting toward ETFs and diversified funds rather than retreating. Does traditional index investing still provide true diversification when a handful of tech giants dominate returns? Cou...
Forget chasing perfection, let's talk about the power of strategic mediocrity and how it might be your most valuable weapon when it comes to investing.
In this week's episode of Shared Lunch, Garth Bray is joined by Paul MacBeth, editor of The Bottom Line, and Susannah Batley, GM of Sharesies Business. Together, they explore what it takes to build investment strategies, discuss how the NZX has reacted to the volatility of the last ...
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