Leverage can supercharge your gains… or wipe you out.

In this bonus clip from our previous episode with Bryce from Equity Mates, we break down how leveraged ETFs work, why they’re tempting, and the real risks behind those big returns. Hear how leverage can range from cautious gearing strategies to the “rollercoaster” of triple-leveraged Bitcoin.

Plus, lessons from Warren Buffett’s 50+ years of investing, and why even the legendary stock picker backs simple index funds for the long haul.

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.

See omnystudio.com/listener for privacy information.

When the options are overwhelming and the markets are choppy, are ETFs the answer?

Bryce Leske from Equity Mates tells us why exchange-traded funds have become central to his investing strategy, and how they can help investors get past the ‘paradox of choice’ and sleep better at night.

Bryce covers the basics on how ETFs work, how they’re different from traditional shares, and why he believes in them. We explore fund categories from classic index funds to thematic ETFs that focus on trends like AI or cryptocurrency.

Find out how to choose an ETF that fits your strategy, and why it's important to pay attention to the management fees, not the share price.

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.

See omnystudio.com/listener for privacy information.

Curious how company leaders assess value?

In this Quick Bite, Susannah Batley asks Channel Infrastructure CEO Rob Buchanan which metrics matter most to him. Drawing on decades of experience in mergers and acquisitions (M&A), Rob shares the key indicators he uses to gauge performance, from dividend yield to free cash flow, and explains why cash generation often tells a clearer story than headline numbers.

Plus, he reflects on what makes a smart acquisition and why knowing your strengths is crucial before taking on something new.

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.

Are we stabilising NZ’s energy supply? We sit down with Rob Buchanan, CEO, to explore Channel Infrastructure’s transformation from a refinery to a critical import terminal. Major clients include BP and ExxonMobil, with over 300 million litres of fuel at their Marsden Point site.

How does Rob plan to improve New Zealand's fuel security? What’s his take on energy demands from emerging tech like AI? Is biofuel the next big thing?

Hear about plans to develop Channel Infrastructure's land and pipeline assets into a new ‘energy precinct’, potentially bringing 20,000 jobs to Northland during its build phase.

Plus, how Rob plans to keep delivering dividends to shareholders while pursuing big growth projects.

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.

In this bonus from our conversation with Labour's Finance Spokeperson, Barbara Edmonds unpacks her approach to tax policy.

Following our conversation with Finance Minister Nicola Willis, Barbara raises the question of fairness in how different types of income are taxed, and the need to reassess what's included in New Zealand’s “broad base, low rate” system.Barbara also weighs in on employee share schemes, saying they can lift productivity and give workers a real stake in the businesses they help grow—if the tax settings are right.

For more of this episode or our chat with National's Nicola Willis, head to 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.

What’s the Opposition’s plan for our financial future? After our recent conversation with Nicola Willis, we’re talking to Labour's Finance Spokesperson, Barbara Edmonds, about the policies that impact your pay packet and your opportunities.

Barbara talks about the challenges facing NZ households, the future of KiwiSaver, and what her economic plan would prioritise. Hear her concerns about replenishing the brain drain and our reliance on property as the path to wealth—and her optimism on the Māori economy, retail investing, and the opportunities AI presents for Aotearoa.

Barbara explains why she considers current cuts "blunt and cruel" and sees crypto as a serious consideration for lawmakers.

Plus, the mum-of-eight reveals how her own life experiences inform her policy.

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.

In this Quick bite, we hear how a small book—The Four Agreements by Don Miguel Ruiz—shaped Webjet Group CEO Katrina Barry's leadership style.

This quick bite is from our previous episode 'Webjet Group wants your whole travel wallet'

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.

They just turned down a takeover bid from private equity—so what's next for Webjet?

We’re joined by Katrina Barry, CEO, to discuss ambitions to double the online travel agency’s value in the next five years against an evolving travel market and increased competition.

Hear how Webjet is expanding into hotels, tours, and packages to capture more of your travel spend—on top of launching a loyalty program and pursuing corporate travel for smaller businesses.

How are generational differences and platforms like TikTok shaping customer behaviour? How does business travel remain "extremely resilient" in the age of distributed working? And how is it that even in a tough economy, discretionary travel spend is at an all-time high?

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.