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 av...
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Kiwi Property’s retail “fortress”
<p>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.</p> <p>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 they secured the only New Zealand locations for retail icons like Zara and IKEA, and the process of developing an enti...
The winners and losers of an AI revolution
<p>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.</p> <p>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 construction spree? We discuss the "doomsday" scenario for white-collar jobs being automated, and why the market is...
Bite: Is plant-based milk overhyped? a2 CEO's take.
<p >Are plant-based milks really disrupting dairy?</p> <p >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.</p> <p >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.</p> <p >This bite is from our episode ‘The a2 Milk comeback: Ponies, tennis, and billions’.</p> <p >For more or to watc...
The a2 Milk comeback: Ponies, tennis, and billions
<p>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.</p> <p>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 America Healthy Again” movement, and the challenges of getting traction in India. How did...
Bite: Should KiwiSaver go to 5%… or even 12%?
<p >Is 3% giving Kiwis a false sense of retirement security?</p> <p >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?</p> <p >This bite explores whether we’re really ready to contribute more — and what it would take to make it fair.</p> <p >This bite is from our episode ‘The KiwiSaver wake-up call’.</p> <p >For more or to watch on YouTube—check out http://linktr.ee/sharedlunch<br><br>Share...
The KiwiSaver wake-up call
<p>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.</p> <p>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 Australia sits on a $4.5 trillion retirement pool? Hear how more New Zealanders are actively swit...
Is Ryman’s big reset working?
<p>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. </p> <p>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. </p> <p>With the 80-plus population set to double by 2050, is our healthcare system ready for the Baby Boomers? What’s happening with urgent aged car...
Bite: Property FOMO is gone?
<p >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.</p> <p >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.</p> <p >This bite is a bonus from our episode ‘The end of the property era?’.</p> <p >For more or to watch on Y...
The end of the property era? Tony Alexander
<p>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. </p> <p>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 signals from central bank forecasting, and what’s behind Tony’s theory that current...
The 2026 investor’s survival guide: Part 2
<p>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.</p> <p>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 intensified our recession, and whether the power of the US dollar is changing. </p> <p>Plus, why Mark says the...
