Episodes

  • Quick bite: Finance Minister Nicola Willis on NZ's secret weapon...
    May 5 2025

    In this quick bite: Leighton Roberts sits down with NZ Finance Minister Nicola Willis.

    Where are the inspiring local success stories and why don't we hear much about innovative Kiwi businesses? Plus - the government's fiscal strategy, current debt levels and the path to budget balance and why New Zealand's size might be its advantage.

    This clip is taken from our previous episode '' For more or to watch on YouTube—check out http://linktr.ee/sharedlunch

    If there are any companies, sectors, or topics you'd like to see on Shared Lunch, flick us an email at sharedlunch@sharesies.co.nz to let us know.

    Investing involves risk. This episode 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 financial decision.

    Our disclosure documents, including a Target Market Determination for Sharesies, can be found on our website at https://sharesies.com.au/disclosures. If you require financial advice, you should seek advice from a qualified financial advisor. The views expressed by individuals are their own and Sharesies does not endorse any of the guests or the views they hold.

    See omnystudio.com/listener for privacy information.

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    5 mins
  • How will Finance Minister Nicola Willis deliver economic growth?
    Apr 30 2025

    More than just managing the country’s purse strings, Nicola Willis has also been charged with growing New Zealand’s economy as Minister for Economic Growth.

    In this episode, we're joined by the Finance minister, Leighton Roberts digs into the impact of the US tariffs imposed on New Zealand, the levers the government will be pulling to stimulate growth and we find out what Kiwi’s can expect from the upcoming budget out later this month.

    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 and Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) (collectively referred to as ‘Sharesies’).

    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. Shared Lunch is not personal financial advice and provides general information only. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.

    See omnystudio.com/listener for privacy information.

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    36 mins
  • Quick bite: Are investors getting braver?
    Apr 28 2025

    Volatility doesn't seem to be scaring off Kiwi investors—could it be teaching us new strategies?

    In this bonus clip, Susannah Batley from Sharesies & Paul McBeth (The Bottom Line) discuss how investors are adapting to market turbulence by shifting toward ETFs and diversified funds rather than retreating. Does traditional index investing still provide true diversification when a handful of tech giants dominate returns? Could we be seeing a psychological shift with today's retail investors seeing market fluctuations as simply "the price of investing."

    This clip is taken from our previous episode 'The art of strategic mediocrity' For more or to watch on YouTube—check out http://linktr.ee/sharedlunch

    If there are any companies, sectors, or topics you'd like to see on Shared Lunch, flick us an email at sharedlunch@sharesies.co.nz to let us know.

    See omnystudio.com/listener for privacy information.

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    4 mins
  • The art of strategic mediocrity
    Apr 23 2025

    Forget chasing perfection, let's talk about the power of strategic mediocrity and how it might be your most valuable weapon when it comes to investing.

    In this week's episode of Shared Lunch, Garth Bray is joined by Paul MacBeth, editor of The Bottom Line, and Susannah Batley, GM of Sharesies Business. Together, they explore what it takes to build investment strategies, discuss how the NZX has reacted to the volatility of the last few weeks, and unpack well-known investment management firm PIMCO’s approach.

    Whether you're holding your breath or hunting for your next opportunity, this episode will contextualise taking a long-term approach to your investments in times of volatility.

    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 and Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) (collectively referred to as ‘Sharesies’).

    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. Shared Lunch is not personal financial advice and provides general information only. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.

    See omnystudio.com/listener for privacy information.

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    32 mins
  • Bonus: What made this market dip different with Bryce from Equity Mates
    Apr 20 2025

    Check in with Bryce Leske from Equity Mates on the aftermath of Trump’s tariff bombshell, the big market swings, and how investors seem to be reacting differently this time. Compared to recent market crashes like COVID, Bryce has noticed a new sense of excitement and opportunity, with many sticking to their strategies or using the downturn to scoop up shares at lower prices.

    Hear why investing success is about your character over your intelligence, and the ability to stick to your guns during market downturns—and how automating investments might help you keep your cool and avoid emotional decisions.

    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.

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    15 mins
  • Finding value in volatile markets
    Apr 16 2025

    Make sense of the markets with Michelle Lopez, Head of Australasian Equities and Portfolio Manager at PIE Funds. Michelle talks about the ripple effects of tariffs and finding opportunities in a volatile market—identifying the emerging sectors and unexpected advantages.

    Michelle tells us which industries might be more impacted by US tariffs—and which could benefit. Hear why global trade disruptions could actually lead to deflation for Aussie consumers, and how to identify promising investments that have dropped due to anxious markets.

    Plus, learn how the decommissioning of Australian oil and gas wells is worth an estimated $60 billion, and gear up for potential IPOs on the ASX from Virgin and Fonterra.

    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.

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    26 mins
  • Bonus bite: Volatility, the vote, and Aussie energy prices
    Apr 14 2025

    Ahead of the Australian election, Scott Phillips of The Motley Fool describes how market volatility and politics impact the energy sector—from solar to coal.

    Is expanded nuclear power on the horizon? What’s the lesson from the lithium crash? What would tariffs do to oil, and what’s the ripple effect for Australia’s other fuel and energy sources?

    This is a bonus clip from our latest episode “Investor’s guide to tariffs and the Aussie election”.

    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.

    See omnystudio.com/listener for privacy information.

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    5 mins
  • Investor guide to tariffs and the Aussie election
    Apr 9 2025

    In the lead-up to the Australian election, we speak to Scott Phillips of The Motley Fool on markets, party politics—and of course, tariffs.

    Scott believes that market volatility will run its course, reminding us of the roaring bull market that followed massive covid sell-offs. While he’s optimistic about the long-term, he also has sobering predictions for the near-term impact of tariffs on the Australian economy and beyond.

    Is one particular party better for the economy? How much does the election outcome really affect the share market? Scott has thoughts on how both parties' proposed policies might affect Australia's budget deficit, and what really helps with long-term prosperity and a healthy economy.

    Plus, a hopeful message for young Aussies about the power of time in the market.

    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.

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    31 mins