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 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 fi...
10
Can the economy handle more interest rate hikes? Brad Olsen
<p>Higher for longer. Interest rates, inflation, and borrowing costs are all under pressure. What may it mean for your investments and New Zealand's economic recovery?</p> <p>Infometrics Chief Economist Brad Olsen joins Garth Bray to explain why he expects the Reserve Bank to raise the OCR again this year, with potentially more hikes to come in 2027.</p> <p>Hear how the Iran war, higher oil prices and a weaker New Zealand dollar are putting pressure on inflation. Why are global bond yields rising? How does America's growing debt affect borrowing costs here? And can New Zealand's economic recovery...
AI stocks slide as funding fears grow | Market Movements
<p>SHARESIES · MARKET UPDATE · Week of 20 October 2026<br>Jacki Neumann, Head of Capital Markets</p> <p>↑ WHAT'S UP — The ASX 200 gained 1% for the week while US markets fell, and the NZX 50 finished flat. US reporting season opened with the big banks: Goldman Sachs and Morgan Stanley beat forecasts, and results across the group suggest American consumers are in reasonable shape. Oil stayed high as conflict continued, with Brent crude ending the week around US$106 a barrel.</p> <p>↓ WHAT’S DOWN — The S&P 500 fell 2% and the Nasdaq lost 4.5%, led by a sell-off in AI and chip stocks. The S&P 500 tech s...
Why Gen Z is rethinking property and investing (Bonus bite)
<p >In this bonus clip from our election conversation, Both Sides Now hosts Eve McCallum and Alex Martin discuss whether KiwiSaver should help young New Zealanders buy their first home, and where the limits on withdrawals should sit.</p> <p>They also explore why property remains such a popular investment in New Zealand, whether younger generations are thinking differently about building wealth, and what could encourage more people to invest in shares and local businesses.</p> <p>Hear the full Shared Lunch election conversation, What this election means for your portfolio, wherever you get your podcasts.<br><br>For more...
What this election means for your money
<p>Capital gains tax, compulsory KiwiSaver, a land tax and a $30 billion super bill. Which election policies will shape your wealth?</p> <p>Eve McCallum leans right. Alex Martin leans left. The two 27-year-olds host Both Sides Now, and they’re here to tell us which election issues matter to Gen Z investors, and how they each see the next 30 years.</p> <p>Hear whether a capital gains tax arrives a decade too late, whether taxing gains beats cutting income tax, and why neither sees property as a sure thing for their generation. Why does Eve call compulsory KiwiSaver “National’s best...
Record highs, rising yields, and the cost of AI | Market Movements
<p>↑ WHAT'S UP — The S&P 500 rose 1.2% for the week and the Nasdaq gained 0.6%, both hitting record highs early in the week. Chipmakers gave AI stocks an early lift: Marvell raised its long-term revenue outlook, and AMD said it will lift chip output next year. Closer to home, the ASX 200 edged up 0.4% and the NZX 50 gained 0.5%.</p> <p>↓ WHAT’S DOWN — The University of Michigan's consumer sentiment survey fell, and Americans' view of current conditions hit its weakest since 1951. In Australia, Westpac's consumer sentiment index fell almost 5%. US telcos T-Mobile, AT&T and Verizon fell sharply as SpaceX agreed to buy a bloc...
Bite: How Air NZ plans to win over American travellers
<p >Around 40 million Americans travel long-haul each year, but fewer than 1% choose New Zealand. Air New Zealand CEO Nikhil Ravishankar wants to change that.</p> <p>In this Shared Lunch Quick Bite, Nikhil explains why New Zealand remains a bucket-list destination for many Americans, and how Air NZ plans to turn that interest into bookings.</p> <p>From its new SkyNest sleeping pods to AI-powered marketing, hear how the airline is tackling the distance barrier and trying to attract more international visitors.</p> <p>This is a highlight from our full Shared Lunch conversation with Air New Zealand CEO Nikhil...
Air NZ's CEO a year into the job
<p>Air NZ CEO Nikhil Ravishankar joins Shared Lunch one year into the top job. </p> <p>After six years of crises, including ongoing oil shocks, he’s upbeat about the next chapter as almost all aircraft are back flying. </p> <p>We learn how AI is making a huge impact on operations, what’s different about the airline’s strategy reset, and the vexed question of affordability for domestic passengers. </p> <p>Nikhil says 40 million Americans fly long-haul and for many NZ is on their bucket list, but fewer than 1% come here. He’s determined to change that with Air NZ’s slee...
EBOS Group: Pills, pets, and pharmacies
<p>What do nitrogen explosives and dog food have in common?</p> <p>Adam Hall left the explosives industry to run EBOS, one of Australia and New Zealand's largest healthcare distributors, with A$13.5b annual revenue across medicines, a pharmacy network, and pet brands like Black Hawk and VitaPet.</p> <p>Adam explains his expectations for GLP-1 growth, how the COVID pet boom is shaping demand, and why he believes in-store care is the future of pharmacy.</p> <p>Hear why Adam says the company’s profit line doesn’t tell the full story, and how he’s approaching the deals...
Yields hit 19-year high, RBA hike predicted | Market Movements
<p>SHARESIES · MARKET UPDATE · Week of 28 September 2026<br>Jacki Neumann, Head of Capital Markets</p> <p>↑ WHAT'S UP — The S&P 500 rose 1.2% for the week and the Nasdaq gained 2.1%, hitting a record high. Meta jumped almost 13% after its AI agent, Muse, topped US App Store downloads. Microsoft added 4.5% on reports of Copilot discounts for business customers. </p> <p>↓ WHAT’S DOWN — The ASX 200 fell 0.8%, its fourth straight weekly loss, and closed at its lowest since mid-June. It’s down around 4.5% for September, with utilities the weakest sector last week at around −5.2%. Oracle fell over 7% after invoking force majeure on its New Mexico data c...
Lodestone Energy's IPO, explained
<p>Lodestone Energy is raising between $75 and $100 million through an IPO. In this conversation, Managing Director Gary Holden explains Lodestone’s business, their ambitions, and their reasons for listing to GM of Sharesies Business, Susannah Batley.</p> <p>Lodestone builds and operates solar farms of 25 to 35 megawatts and sells the electricity directly to customers, placing it alongside New Zealand's four established gentailers. Holden describes the company’s standard site specifications and why they chose that scale.</p> <p>We cover how revenue is contracted, including the arrangement with early customer The Warehouse Group, and the plan to move from six farm...
