Shared Lunch

As IPOs take over market headlines, in-house analysts Jacki Neumann and Susannah Batley break down SpaceX's Nasdaq debut and what's different about this wave of listings. 

Hear how a $2T market cap renders conventional valuation metrics "almost not meaningful", and how index funds are now effectively required to buy SPCX. And with OpenAI and Anthropic expected to go public next, we examine how a series of mega-cap IPOs might b...

SHARESIES · MARKET MOVEMENTS · 24 JUNE 2026 Jacki Neumann, Head of Capital Markets

Note: Filmed Tuesday 23 June

WHAT'S UP — US markets extended their run with the S&P 500 up 0.9% and Nasdaq climbing 2.4%, led by a 7.3% surge in semiconductors and an 18% jump in memory stocks.

↓ WHAT'S DOWN — Energy lagged, falling 6.6% for the week, as a preliminary US–Iran peace deal sent Brent crude down nearly 10% on the we...

Recorded live from the grounds of Fieldays, hear from a panel featuring Gus Hewitt of Halter, Cheyne Gillooly of the NZ Young Farmers Association, and 2024 FMG Young Farmer of the Year George Dodson on the future of farming. 

With the average farmer in their mid-60s, meet the new demographic of globally connected, cautious early adopters. The panel breaks down how young farmers are embracing innovation, bypassing the tradition...

Note: Filmed Tuesday 16 June

↑ WHAT'S UP: The S&P 500 +0.65%, Nasdaq +0.70%, ASX 200 +2.1%, and NZX 50 +1.8%, semiconductors surged over 9% and SpaceX raised US$75B in the largest IPO in history.

↓ WHAT'S DOWN: Software fell over 5% and big tech lagged as capital rotated toward the SpaceX IPO, with Microsoft and Apple among the weaker performers for the week.

! SURPRISES: SpaceX shares surged ~40% above their IPO price in the f...

In this quick bite, political writer and researcher Max Rashbrooke explores the growing pressure on New Zealand's retirement system, the case for means testing, and why changing NZ Super could become one of the country's most politically challenging debates.

This clip is from our previous episode 'Are kids the key to a better KiwiSaver?'

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As the retirement debate heats up ahead of the general election, we’re talking to Max Rashbrooke, a political writer and researcher, and Matt McPherson, the head of Sharesies KiwiSaver. With the launch of the Sharesies Kids contribution, we explore the power of compounding interest to renew our national savings and revive home ownership hopes—and why the current system could leave nearly half of us facing a retirement b...

Wellington has been through a tough few years. In this quick bite, Yu Mei founder Jessie Wong reflects on Wellington's unique creative identity, the world-class talent emerging from the capital, and why creativity is a cultural and economic asset. 

This clip is from our previous episode 'Yu Mei founder on Wellington’s creative future'

Shared Lunch is brought to you by Sharesies Limited (NZ) in New Zealand. Information pr...

In this special episode, Brooke Roberts sits down with Yu Mei founder Jessie Wong to hear what it takes to build a creative business in Aotearoa, and to introduce Common Material, a pilot event celebrating Wellington's creative industries.

Taking place 5–7 June, during a special limited opening of Wellington City Gallery, Common Material will bring together the capital’s design creatives for three days of free exhibitio...

“So many people feel like they’re falling behind.”

In additonal to our recent chat with Luke Kemeys from Keep the Change, Leighton and Luke share their thoughts on wealth, gratitude, opportunity, and why New Zealand still has something special.

For more or to watch on YouTube—check out http://linktr.ee/sharedlunch

Shared Lunch is brought to you by Sharesies Limited (NZ) in New Zealand. It is not finan...

Why are we hooked on negative news? Luke Kemeys of Keep the Change joins us to dissect the media "doom loop" and how the algorithmic bias towards negativity impacts money decisions. 

We discuss the psychological impact of hitting your first $100,000 milestone and why compounding returns feel completely different after you cross that barrier. Luke explains how he’d reverse-engineer a 25-year financial plan, how to overcom...

Seeka CEO Michael Franks explains how kiwifruit became one of New Zealand’s biggest export success stories from its reputation as a clean, nutritious product to the scale of the industry today.

Plus, Seeka’s role in the industry, the lessons learned after PSA devastated orchards in 2010, and why the company expanded into avocados and Australia to ...

Is kiwifruit at the cutting edge? Michael Franks is the CEO of Seeka, New Zealand’s largest kiwifruit grower and a major post-harvest provider, operating 11 automated packhouses and a network of leased and managed orchards.

We trace Seeka’s strong recovery after being "brought to our knees" by the Psa virus to become a $440m trans-Tasman operation. Michael explains Seeka’s embrace of renewable energy and emerging ...

“We still see 10–15 deceased estates a week.”

That was one of the more confronting moments from this conversation about wills, investing, and what happens when your wishes aren’t documented.

In this quick bite we cover off some of the big points from our previous episode 'Are you leaving your wealth in limbo?' 

For more or to watch on YouTube—check out http://lin...

What happens to your house, your shares, and even your dog if you don’t document your wishes with a will? With the launch of Sharesies Wills, we’re talking to Tammy McLeod from Davenports Law and Naomi Garry from Sharesies to cover an often-overlooked part of wealth: protecting it for the next generation.

Find out what it means if your estate gets caught up in complex legal probate, and how easy it can be to protect you...

Bad news sells — but it can also mislead investors.

Mary Holm explains why headlines exaggerate market moves, and what you should do instead: step away, zoom out, and stick to your plan.

For more places to follow Shared Lunch—check out http://linktr.ee/sharedlunch

Shared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811...

Legendary finance journalist and author Mary Holm applies her decades of experience to the latest market movements. In the wake of oil shocks and geopolitical conflict, we ask how recent events compare to COVID panic and the generational 1987 crash.

Mary draws on her first-hand knowledge to explain why long-term investing still beats trying to time the market — and why chasing last year's top-performing fund is usually a mist...

Luxury is slowing down globally — with major brands seeing sales dip as consumers pull back on discretionary spending. But Michael Hill’s CEO says the picture isn’t that simple.

We unpack what’s really driving the downturn, from shifting global demand to rising gold prices — and why “accessible luxury” could still be a win...

How does an iconic Kiwi brand recover from store closures, falling earnings, and the deaths of its founder and CEO? Jonathan Waecker, new CEO of Michael Hill, talks about stepping in to honour the jeweller’s legacy while creating urgent change. 

Jonathan talks through the high-stakes call to drop newer sub-brands, moving to a fully private-label model, and cornering the “mass premium” market. Learn how Canada...

In this bonus clip, Vanguard’s Kathy Kellert breaks down how markets have historically responded to geopolitical shocks—and how staying invested can play out. Drawing on decades of data, she explains why investors who zoom out, stay diversified, and stick to a long-term strategy are often rewarded, even after major sell-offs.

We also explore impact of...