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.
Episodes
How Turners is growing in a tough car market
A record quarter, then a fuel shock that changed the mood almost overnight. Turners CEO Todd Hunter explains how the US-Iran conflict and higher fuel prices have knocked consumer confidence—and what that sudden shift means for one of New Zealand’s biggest used-car businesses. Todd reveals why New Zealand’s former best-selling vehicle has become one of the hardest to sell, and how
Bond yields hit multi-decade highs worldwide | Market movements
SHARESIES · MARKET MOVEMENTS · Jacki Neumann, Head of Capital Markets at Sharesies Note: Filmed Monday 7 September ↑ WHAT'S UP The NZX 50 gained 1.5%, while US indices held their ground with the S&P 500 up 0.1% and the Nasdaq up 0.4%. Dell was the tech sector’s star, jumping almost 16% on record AI server orders of US$61 billion and a US$25 billion lift to full-year re
Bite: How insurers are mapping climate risk
Are New Zealand homes becoming riskier to insure as extreme weather becomes more frequent? In this clip Tower CEO Paul Johnston explains what the insurer is seeing in its own storm data, and why the cost of weather events has been trending higher. He unpacks how Tower is responding with increasingly granular risk-based pricing and why two homes just one street apart can have very different risk pr
How Tower is pricing a riskier New Zealand
Insurance is getting more expensive and more sophisticated, as climate change, extreme weather and rising costs reshape how insurers price risk. Tower CEO Paul Johnstone explains why the price of risk in New Zealand has materially changed over the past 15 years, and how Tower is using up to a billion data points to price individual properties based on their exposure to hazards like floods, earthqu
Hot Aussie inflation and hawkish Warsh lift hike bets | Market movements
SHARESIES · MARKET MOVEMENTS · Jacki Neumann, Head of Capital Markets at Sharesies Note: Filmed Monday 31 August ↑ WHAT'S UP — US indices edged higher, with the S&P 500 up 0.5% and the Nasdaq up 0.9%, while the ASX 200 added 0.4%, propelled by results including Qantas’ 4.8% jump on a $2.06 billion underlying profit, Coles rising 5%, and NEXTDC beating guidance wi
Bite: NZX’s highest-paid CEO on executive pay
Is New Zealand too conservative with how we reward our top executives, and could that be hurting our public markets? In this clip from Shared Lunch, Gentrack CEO Gary Miles responds to his headline-making position as the NZX’s highest-paid CEO, and tackles the bigger question of executive pay in New Zealand. Could too much scrutiny of remuneration make it harder for public companies to attra
Gentrack chases global power
Gentrack is the NZX-listed software company running the systems behind power companies and airports worldwide, as the energy transition creates challenges in pricing, metering and managing power. CEO Gary Miles traces Gentrack’s five-year climb from around $100 million in revenue to about $230 million — and the share price wobble that followed the rollout of its new G2 technology
Reporting season splits winners from losers | Market movements
SHARESIES · MARKET MOVEMENTS · 24 AUGUST 2026Jacki Neumann, Head of Capital Markets at Sharesies Note: Filmed Monday 24 August ↑ WHAT’S UP — The materials sector outperformed the broader ASX, rising 5.6%: BHP's underlying profit jumped 30%, with copper overtaking iron ore as its biggest earnings contributor for the first time, while Evolution Mining rallied over 16%.
Luke Kemeys: The good and bad sides of debt (Bonus)
Debt is everywhere, from mortgages to paying for lunch. But when is it useful, and when does it become a problem? In this bonus clip from Shared Lunch, Luke Kemeys of Keep the Change breaks down the good and bad sides of debt. He explains why borrowing can be a powerful tool for building wealth, how everyday debt can quietly eat into your cash flow, and why keeping some cash aside matters when lif
Are we afraid to be ambitious? With Luke Kemeys
Why are we more comfortable talking about our voting preferences than our KiwiSaver balances?Luke Kemeys of Keep the Change tells us why money is New Zealand's last taboo — and the opportunity cost of that silence. So why do so many Kiwi avoid even sharing their finances with family? What’s the downside of our cultural love of holding cash? Is a culture of Tall Poppies holding back our
Strong AI earnings, falling share prices | Market movements
SHARESIES · MARKET MOVEMENTS · 17 AUGUST 2026Jacki Neumann, Head of Capital Markets at Sharesies Note: Filmed Monday 17 August ↑ WHAT’S UP — US markets saw slight gains, with the S&P 500 up 0.4% and the Nasdaq up 0.2%, while the NZX 50 added 0.2%. Super Micro jumped 19% on an earnings beat and upbeat guidance, and Commonwealth Bank posted a record annual cash pro
Bonus bite: Can AI pick better investments?
AI can scan thousands of stocks and decades of data in minutes—but should it be trusted to make the final call? In this bonus clip from Shared Lunch, Mike Taylor and Kent Williams of Pie Funds explain how they’re using AI to automate their day-to-day work. They unpack how the technology can speed up investment research, why they stop short of letting AI make trading decisions, and what
Infrastructure: funding the next decade of growth?
Airports and ports, pipelines and power lines. Infrastructure is all around us — and demand for it could be entering one of its biggest booms in generations. In this episode, Mike Taylor and Kent Williams of Pie Funds unpack what’s driving that demand, from the rapid buildout of AI and data centres to growing pressure on power grids and the electrification of everyday life. How does Pi
Palantir, AMD, and SpaceX power a record week | Market movements
SHARESIES · MARKET MOVEMENTS · 11 AUGUST 2026Jacki Neumann, Head of Capital Markets at Sharesies Note: Filmed Monday 10 August ↑ WHAT’S UP — The S&P 500 hit a new record close to finish the week up 3.6%, the Nasdaq up 5.2% in its best week since May, and the ASX 200 climbing 3.2% to its own new record. Strong corporate earnings helped power the rally: Palantir ju
Bonus bite: The city outperforming the rest of New Zealand
Christchurch has quietly become one of New Zealand's strongest economic success stories. Independent economist Tony Alexander shares how affordable housing, a booming tourism sector, and major infrastructure projects, are all driving momentum. Plus why Auckland still holds the key to New Zealand's overall economic performance, and how projects like the City Rail Link could help shape its future. F
Is this the property plateau? Tony Alexander
House prices have fallen four months in a row, and investors are on the sidelines. Is property still Aotearoa's favourite wealth-builder? Independent economist Tony Alexander gives us an overview of the latest data, where 49% of agents are seeing fewer investors, even as first home buyers finally get a break. Find out how the rising cost of debt changes the maths, why older landlords are selling e
Fed splits on rates, long yields hit 2007 high | Market movements
SHARESIES · MARKET MOVEMENTS · 3 AUGUST 2026Jacki Neumann, Head of Capital Markets at Sharesies Note: Filmed Monday 3 August ↑ WHAT’S UP — Equity markets snapped back, with the S&P 500 up around 1%, the Nasdaq up 1.6%, and the ASX 200 gaining 2.3% to break a falling streak. Rio Tinto shared strong results, while Microsoft and Amazon rose on Azure and AWS cloud gr
Bonus: Is banking set for some big changes?
What actually makes a bank a bank? New Zealand is overhauling the way our banking system is regulated, meaning that more organisations may soon be able to call themselves a "bank", while new deposit insurance gives you peace of mind. University of Auckland finance expert Chanelle Duley explains why more competition isn't always straightforward, what to look for when you choose where to put yo
Blurring the lines of banking
Who qualifies as a bank? The rules are about to change, and we’ve got questions for Lecturer in Economics Dr. Chanelle Duley and two challengers to the “big four” banks: SBS Bank Group’s Mark McLean and General Capital’s Brent King. So, will a new definition of “bank” enable these smaller players to rival the Australian-owned market leaders? What do new ru
Tech tumbles, Aussie jobs surprise, oil jumps | Market movements
SHARESIES · MARKET MOVEMENTS · 28 JULY 2026Jacki Neumann, Head of Capital Markets at Sharesies Note: Filmed Tuesday 28 July ↑ WHAT’S UP — Renewed Middle East conflict drove Brent crude oil up nearly 14% for the week and back above US$100 a barrel, lifting ASX energy names like Santos and Woodside. The NZX 50 gained around 0.6% even while overseas markets fell. ↓
Bite: The skills AI can’t replace
It might feel like the world is changing faster than ever, but is it really? Futurist Mark McCrindle explains why today's AI revolution isn't the first period of massive disruption, what history can teach us about navigating change, and why distinctly human skills will matter more than ever. Plus, his advice for every generation—from Boomers to Gen Alpha—as we prepare for the decades a
"Wealth doesn't come from wages”
A higher salary or a share of equity: which would you choose? In this conversation, Sharesies Business's Susannah Batley and Andrew Morrow, fresh from PartsTrader's $650m acquisition, argue that ownership, not wages alone, are the pathway to real wealth. So, what does new research say about how Kiwi workers really want to get paid? How do employees actually make money from company shares, an
Tech sells off as banks post record quarter | Market movements
SHARESIES · MARKET MOVEMENTS · 22 JULY 2026Jacki Neumann, Head of Capital Markets at Sharesies Note: Filmed Tuesday 21 July ↑ WHAT’S UP — As US–Iran tensions re-escalated, Brent crude oil spiked more than 13% for the week. US banks posted strong results on record ECM and trading revenue off the back of the SpaceX IPO and AI infrastructure fundraising. ↓ WH
The Sharesies Index: Inside the latest investor trends
Analysing the investing behaviour of over one million customers, the quarterly Sharesies Index tracks where investors are putting their money—and what those decisions might tell us about confidence in the market.Jordan Cunningham, Sharesies Head of Data & Analytics, joins Laura Marwick to explain the latest trends, including: Why the investor mood returned to Confident territory Rocket
Aussie futurist on the 2050 economy
What does Mark McCrindle know about 2050 that the rest of us don’t? The futurist and social researcher explains our changing world, and what’s next for our family units, working lives, social norms, and wealth. Mark outlines emerging trends around AI pessimism and screentime backlash, and the skills we’ll need in the decades to come. We explore how house prices have under-35s loo
‘Earnings bubble’ meets geopolitical risk | Market Movements
SHARESIES · MARKET MOVEMENTS · 15 JULY 2026Laura Marwick & Jordan Cunningham, Sharesies Head of Data & Analytics Note: Filmed Tuesday 14 July ↑ WHAT’S UP — Meta surged 14.8% on plans to add 14 gigawatts of compute, driving the Nasdaq up 1.74% for its fourth gain in five weeks. SK Hynix's US debut raised US$26.5 billion, the largest-ever US listing by a foreig
Bite: Building wealth beyond property
Why are younger investors embracing ETFs while older generations are more likely to have built wealth through property? In this bite from Shared Lunch, Smart's Tom Bentley explains how rising house prices, changing demographics, and easier access to investing are reshaping the way people build wealth. He also shares why treating ETFs as long-term investments—not short-term trades—can m
Why are ETFs having a record year?
What lured a trillion dollars into ETFs in the US alone during the first half of 2026? Thom Bentley of Smart talks us through the wave of capital moving into ETFs, an asset class now worth $23 trillion. Find out which exchange-traded fund just passed $1 trillion, and how a memory-chip ETF pulled in $10 billion in 50 days. We cover the acceleration effect of investment platforms and the COVID years
Tech rebounds, gold rallies, and all eyes turn to the RBNZ | Market Movements
SHARESIES · MARKET MOVEMENTS · 8 JULY 2026 Jordan Cunningham, Sharesies Head of Data & Analytics Note: Filmed Tuesday 7 July. ↑ WHAT'S UP — Markets rallied. The Dow gained 2%, the S&P 500 rose 1.8%, the Nasdaq climbed 2.1%, and the ASX 200 finished up 0.9%, helped by its strongest trading session in three weeks. ↓ WHAT'S DOWN — Semiconductor stocks lagge
Bite: The small business lending problem
New Zealand has long relied on property to build wealth—but is that holding small businesses back? In this bite from Shared Lunch, Kiwibank Chief Economist Jarrod Kerr explains why so many business owners borrow against their homes, how the banking system encourages it, and what could change. This bite is from our previous episode "Let’s get out of this recession”. For more place
“Let’s get out of this recession” Kiwibank Chief Economist on upcoming OCR
Is a hike really the right move for the Reserve Bank? Kiwibank Chief Economist Jarrod Kerr, the lone voice calling for rate cuts last year, wants the cash rate to hold fast. Jarrod explains why he thinks the latest inflation spike is a reactive blip, and why the new Governor of the RBNZ may be under pressure to hike anyway. What’s the influence of the US Federal Reserve and other big central
Big tech falls, defensives rise | Market movements
SHARESIES · MARKET MOVEMENTS · 30 JUNE 2026 With Laura Marwick and Jordan Cunningham, Sharesies Head of Data & Analytics Note: Recorded Monday 29 June ↑ WHAT'S UP — Money moved out of big tech and defensives and cyclicals outperformed, with healthcare up 7.9%, real estate up 4%, and utilities up nearly 4%. The Dow added 0.6%, the Russell 2000 rose 1%, and the equal-wei
Bonus: The biggest claim in the SpaceX prospectus?
In this bonus clip, the Shared Lunch panel unpacks the boldest claims in SpaceX's prospectus, from a million people on Mars to a trillion-dollar business, and explores why the company believes AI and compute—not rockets—could drive its biggest opportunity. This clip is from our previous episode 'How SpaceX rewrote the IPO rules' For more places to follow Shared Lunch—check out ht
How SpaceX rewrote the IPO rules
As IPOs take over market headlines, in-house analysts Jacki Neumann and Susannah Batley break down SpaceX's Nasdaq debut and what's different about this wave of listings. Hear how a $2T market cap renders conventional valuation metrics "almost not meaningful", and how index funds are now effectively required to buy SPCX. And with OpenAI and Anthropic expected to go public next, we examine ho
Oil slides 25%, Fed turns hawkish, RBA holds firm | Market Movements
SHARESIES · MARKET MOVEMENTS · 24 JUNE 2026 Jacki Neumann, Head of Capital Markets Note: Filmed Tuesday 23 June WHAT'S UP — US markets extended their run with the S&P 500 up 0.9% and Nasdaq climbing 2.4%, led by a 7.3% surge in semiconductors and an 18% jump in memory stocks. ↓ WHAT'S DOWN — Energy lagged, falling 6.6% for the week, as a preliminary US–Iran
Farming Unfenced (Live at Fieldays): Next-Gen Food Production
Recorded live from the grounds of Fieldays, hear from a panel featuring Gus Hewitt of Halter, Cheyne Gillooly of the NZ Young Farmers Association, and 2024 FMG Young Farmer of the Year George Dodson on the future of farming. With the average farmer in their mid-60s, meet the new demographic of globally connected, cautious early adopters. The panel breaks down how young farmers are embracing
SpaceX surges 40% on debut, semiconductors roar back | Market Movements
Note: Filmed Tuesday 16 June ↑ WHAT'S UP: The S&P 500 +0.65%, Nasdaq +0.70%, ASX 200 +2.1%, and NZX 50 +1.8%, semiconductors surged over 9% and SpaceX raised US$75B in the largest IPO in history. ↓ WHAT'S DOWN: Software fell over 5% and big tech lagged as capital rotated toward the SpaceX IPO, with Microsoft and Apple among the weaker performers for the week. ! SURPRISES: SpaceX shar
Bonus bite: Is means testing NZ Super actually the answer?
In this quick bite, political writer and researcher Max Rashbrooke explores the growing pressure on New Zealand's retirement system, the case for means testing, and why changing NZ Super could become one of the country's most politically challenging debates. This clip is from our previous episode 'Are kids the key to a better KiwiSaver?' For more places to follow Shared Lunch—check out http:
Are kids the key to a better KiwiSaver?
As the retirement debate heats up ahead of the general election, we’re talking to Max Rashbrooke, a political writer and researcher, and Matt McPherson, the head of Sharesies KiwiSaver. With the launch of the Sharesies Kids contribution, we explore the power of compounding interest to renew our national savings and revive home ownership hopes—and why the current system could leave near
Bite: Wellington's future depends on its creatives
Wellington has been through a tough few years. In this quick bite, Yu Mei founder Jessie Wong reflects on Wellington's unique creative identity, the world-class talent emerging from the capital, and why creativity is a cultural and economic asset. This clip is from our previous episode 'Yu Mei founder on Wellington’s creative future' Shared Lunch is brought to you by Sharesies Limited
Wellington’s creative comeback — with Yu Mei
In this special episode, Brooke Roberts sits down with Yu Mei founder Jessie Wong to hear what it takes to build a creative business in Aotearoa, and to introduce Common Material, a pilot event celebrating Wellington's creative industries. Taking place 5–7 June, during a special limited opening of Wellington City Gallery, Common Material will bring together the capital’s design creativ
Bite: Should ambitious Gen Z leave New Zealand? (Bonus)
“So many people feel like they’re falling behind.”In additonal to our recent chat with Luke Kemeys from Keep the Change, Leighton and Luke share their thoughts on wealth, gratitude, opportunity, and why New Zealand still has something special. For more or to watch on YouTube—check out http://linktr.ee/sharedlunch Shared Lunch is brought to you by Sharesies Limited (NZ) in N
Can you still hit your first $100k? With Luke Kemeys of Keep the Change
Why are we hooked on negative news? Luke Kemeys of Keep the Change joins us to dissect the media "doom loop" and how the algorithmic bias towards negativity impacts money decisions. We discuss the psychological impact of hitting your first $100,000 milestone and why compounding returns feel completely different after you cross that barrier. Luke explains how he’d reverse-engineer a 25-
Bite: Inside NZ's billion-dollar kiwifruit industry
Seeka CEO Michael Franks explains how kiwifruit became one of New Zealand’s biggest export success stories from its reputation as a clean, nutritious product to the scale of the industry today. Plus, Seeka’s role in the industry, the lessons learned after PSA devastated orchards in 2010, and why the company expanded into avocados and Australia to build resilience for the future. This b
Seeka’s $440m high-tech harvest (Kiwifruit & more)
Is kiwifruit at the cutting edge? Michael Franks is the CEO of Seeka, New Zealand’s largest kiwifruit grower and a major post-harvest provider, operating 11 automated packhouses and a network of leased and managed orchards. We trace Seeka’s strong recovery after being "brought to our knees" by the Psa virus to become a $440m trans-Tasman operation. Michael explains Seeka’s embrac
Bite: Half of us still don’t have a will
“We still see 10–15 deceased estates a week.” That was one of the more confronting moments from this conversation about wills, investing, and what happens when your wishes aren’t documented. In this quick bite we cover off some of the big points from our previous episode 'Are you leaving your wealth in limbo?' For more or to watch on YouTube—check out http://lin
Are you leaving your wealth in limbo?
What happens to your house, your shares, and even your dog if you don’t document your wishes with a will? With the launch of Sharesies Wills, we’re talking to Tammy McLeod from Davenports Law and Naomi Garry from Sharesies to cover an often-overlooked part of wealth: protecting it for the next generation. Find out what it means if your estate gets caught up in complex legal probate, an
Ignore the headlines, says Mary Holm (Bonus Bite)
Bad news sells — but it can also mislead investors. Mary Holm explains why headlines exaggerate market moves, and what you should do instead: step away, zoom out, and stick to your plan. For more places to follow Shared Lunch—check out http://linktr.ee/sharedlunchShared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies L
This time it's no different — with Mary Holm
Legendary finance journalist and author Mary Holm applies her decades of experience to the latest market movements. In the wake of oil shocks and geopolitical conflict, we ask how recent events compare to COVID panic and the generational 1987 crash. Mary draws on her first-hand knowledge to explain why long-term investing still beats trying to time the market — and why chasing last year's to
Bite: Selling luxury in a tough market
Luxury is slowing down globally — with major brands seeing sales dip as consumers pull back on discretionary spending. But Michael Hill’s CEO says the picture isn’t that simple. We unpack what’s really driving the downturn, from shifting global demand to rising gold prices — and why “accessible luxury” could still be a winning strategy. This bite is from o
Pressure makes diamonds: Michael Hill
How does an iconic Kiwi brand recover from store closures, falling earnings, and the deaths of its founder and CEO? Jonathan Waecker, new CEO of Michael Hill, talks about stepping in to honour the jeweller’s legacy while creating urgent change. Jonathan talks through the high-stakes call to drop newer sub-brands, moving to a fully private-label model, and cornering the “mass prem
Bite: Vanguard’s take on volatile markets
In this bonus clip, Vanguard’s Kathy Kellert breaks down how markets have historically responded to geopolitical shocks—and how staying invested can play out. Drawing on decades of data, she explains why investors who zoom out, stay diversified, and stick to a long-term strategy are often rewarded, even after major sell-offs. We also explore impact of holding cash during volatile perio
Buying the whole haystack–Vanguard's Total World Fund
Could diversification across 10,000 global companies can help protect your wealth against volatility? Kathy Kellert, Vanguard’s Head of Equity Index Product, talks to us about Vanguard Total World Fund (VT), and responding to supply shocks and inflation without compromising long-term strategy. Hear why Kathy believes timing the market is "paralyzing," and the hidden costs of holding cash dur
Bite: Are we heading toward stagflation?
In this bonus clip, economist Brad Olsen unpacks the risk of stagflation, where inflation rises but economic growth stalls and why it’s back on the radar. With oil shocks, global uncertainty, and pressure building across the economy, we explore what could trigger it and how today’s environment compares to the past. This bite is from our latest episode of Shared Lunch. For more places t
OCR holds, rates rise? Brad Olsen explains
Principal Economist and CEO of Infometrics Brad Olsen unpacks the Reserve Bank's decision to hold the Official Cash Rate at 2.25%, and what’s happening with inflation and your mortgage. What has the Reserve Bank said about inflationary pressures, and the oil-driven price shocks hitting businesses and households? Brad walks through the longer-term wholesale swap rates already pushing fi
Bite: Infratil's AI infrastructure bet
How big is the AI opportunity—really? In this bonus clip, Infratil CEO Jason Boyes breaks down why data centres sit at the centre of the AI boom. From surging demand driven by AI agents to the real-world returns already showing up in businesses, we explore why they think it could be one of their biggest investment calls of this decade. This bite is from our previous episode with Infratil. Fo
Infratil’s “biggest call of our careers”
How will all the spending on AI translate to bottom-line results? Infratil CEO Jason Boyes spends his days and nights thinking about data centers, and he has thoughts about where investors could see real returns. We’re talking about the “defensive” nature of Infratil’s $11B infrastructure portfolio, and the impacts Jason anticipates from interest rate rises and shifti
Bonus bite: The retail investor edge
How do retail investors stack up against institutional? In this bonus clip, Centuria Co-CEO Jason Huljich explains why that’s not always the case—sharing how retail investors can be more flexible, more loyal, and ultimately more valuable over the long term. From building an investor base from zero to managing tens of thousands today, this is a perspective you don’t often hear in
A property fund for the future economy
Meet Jason Huljich, co-CEO of ASX 200 property fund manager Centuria Capital. Since the 90s, Centuria has built an empire worth $22B, managing 150 funds spanning from industrial warehouses to private credit. Why does Jason believe the work from home shift is finally stabilising—and how is it impacting office supply vs demand? How do you offset the risks of lending billions to residential dev
Bite: Why Australia loves dividends
Australia has one of the strongest dividend cultures in the world. We unpack how the franking credit system shapes investor behaviour, why income is such a central part of the Australian market, and how structures like listed investment companies aim to smooth dividends even through downturns. This bite is from our episode ‘AFIC's hundred-year long game’. For more places to follo
AFIC's hundred-year long game (Australian Foundation Investment Company)
Does consistency and patience win in the end? Geoff Driver is General Manager at Australian Foundation Investment Company (AFIC), the century-old ASX mainstay managing $10B in assets. Amid an upcoming CEO transition and questions about performance, Geoff explains why he remains confident in AFIC’s philosophy of seeking resilient businesses with quality balance sheets. So, why does AFIC avoid
Bite: The $750B race to build AI infrastructure
Nvidia’s growth is tied to a massive global build-out of AI infrastructure — but most of the spending isn’t coming from consumers. It’s coming from hyperscalers like Amazon, Microsoft, Meta and Google pouring hundreds of billions into data centres and AI chips. We unpack whether that spending boom can continue, why Big Tech is now turning to debt markets to fund it, and wha
Bite: Building a town from scratch
Just south of Auckland, a massive development is underway that could become home to 60,000 people. Kiwi Property CEO Clive Mackenzie explains the vision behind Drury — a 50-hectare mixed-use town centre designed to support Auckland’s southward growth. From securing anchor tenants like Costco and New World, to working with government on transport, infrastructure and community facilities
Kiwi Property’s retail “fortress”
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. We break down Kiwi Property’s $3B portf
The winners and losers of an AI revolution
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. With the central AI chip manufacturer sold out until 2028, what does that mean for th
Bite: Is plant-based milk overhyped? a2 CEO's take.
Are plant-based milks really disrupting dairy? 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. With US sales up 29% and profitability targeted for FY27, David shares why he believes premium dairy is back in growth — and
The a2 Milk comeback: Ponies, tennis, and billions
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. Find out why David isn’t worried about declining Chinese birth rates, and how the company is shifting its strategy towards e-commerce.
Bite: Should KiwiSaver go to 5%… or even 12%?
Is 3% giving Kiwis a false sense of retirement security? 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? This bite explores whether we’re really ready to contribute mo
The KiwiSaver wake-up call
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. So why did the latest budget halve government incentives, and what’s happening
Is Ryman’s big reset working?
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. 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, includi
Bite: Property FOMO is gone?
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. He explains why fewer everyday Kiwis may see property as the default path to we
The end of the property era? Tony Alexander
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 o
The 2026 investor’s survival guide: Part 2
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 l
The 2026 investor’s survival guide: Part 1
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
Wealth kick #7: Looking for a man in finance
When do you stop going it alone with your money—and start getting advice? How do you know if you actually need a financial advisor, and how do you find one you can trust? In the final episode of the Wealth Kick, we’re talking about what happens when DIY can only get you so far. We cover when it makes sense to bring in professional help, what green flags (and red flags) to look for
Wealth kick #6: The witch of Wall Street
Now what? You’re not a beginner anymore, but you’re not a trader either. You’ve been investing for a while, and you understand the fundamentals—what comes next? Is it time to get more complicated, or just set and forget? In this episode of the Wealth Kick, we explore a new money problem: the question of how to progress your investing. We’re talking about research and
Wealth Kick #5: The long run
What if you never had to work again? Well, you’ll get there someday—if you set yourself up for retirement. It can be hard to get excited about your KiwiSaver account when retirement feels distant, but it’s your ticket to freedom. In this episode, we try to bring that far-off future a bit closer to home, with actions you can take now that could pay off later on. Listen in to
Wealth kick #4: Back from the brink
Last time you heard from us, we talked budgets—how to stop feeling trapped and build a budget that suits you. Today’s episode is a little different: an extra chapter to tell one guy’s story. We return to Reagan White from Where’s My Money with a tale of brutal interest rates and a mortgage that suddenly feels way less manageable. Reagan shares how close he came to losing ev
Wealth kick #3: The joy of excel
Do we all really need a budget? And if we do… why does it feel so intimidating (and kind of boring)?In this episode, we’re reframing budgeting as something a little less restrictive—and a lot more useful. You’ll hear why budgets aren’t about rules, and how a good budget can actually help you say yes to more of the awesome stuff in life. We chat to Reagan White f
Wealth kick #2: The naked truth
Why is it so tough to confront important things head-on—including our money? Why does the first step feel so daunting, even when it’s a simple one? In this episode of the Wealth Kick, we go to battle with procrastination. Find out why so many of us avoid looking at our spending, and get the nudge you need to take stock of your financial situation. Hear from the experts on how to stop s
