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.

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 inflation models might be fundamentally broken?

Plus, why Tony calls your local council a “monopoly”—and why you can't escape it.

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

Shared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website.

Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor. Past performance is not a guarantee of future performance.

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.

See omnystudio.com/listener for privacy information.

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.

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.

Plus, why Mark says the Kiwi share market is traditionally the "high income" choice compared to the US, and how to tell if you’re ready for the volatility of crypto.

Shared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website.

Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor. Past performance is not a guarantee of future performance.

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.

See omnystudio.com/listener for privacy information.

In the first of two parts on what investors need to know in 2026, we discuss a world preoccupied with the Trump effect.

While markets like Japan and Europe outperformed the States last year, Craigs Investment Director Mark Lister and KiwiBank Chief Economist Jarrod Kerr explain why the US remains a major force. Closer to home, they outline how NZ is getting off its knees and into recovery mode. Is tech and AI concentration in the US S&P 500 something to be concerned about? Are lower interest rates leading to a broader recovery at home beyond dairy? What are the sectors to watch this year? Plus, investing in alternative assets as gold’s record-breaking run continues.

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

Shared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website.

Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor. Past performance is not a guarantee of future performance.

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.

See omnystudio.com/listener for privacy information.