Shared Lunch

Sharesies
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Feb 12, 2025 • 34min

Beyond milk: Fonterra's next frontier

It’s not just about milk anymore. Fonterra CEO Miles Hurrell opens up about steering the export giant through geopolitical turbulence, shifting consumer demands, and the push for sustainability. After a rocky ride in the late 2010s, Fonterra has refined what it’s selling and who it's selling to. With an aging global population and a wellness boom, Fonterra is ramping up investment in R&D to pursue products for health and medical nutrition. Miles describes the opportunities presented by Southeast Asia's growing middle class, even amidst Trump's looming tariffs and a shakier Chinese market.  Plus, hear about Fonterra’s complex journey towards sustainability—trialling electric tankers, getting rid of coal, and the race to reduce methane emissions.  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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Feb 9, 2025 • 4min

Quick bite: What do industrial property trends reveal about New Zealand’s recovery?

In this quick bite: Garth Bray chats with Simon Woodhams, CEO of PFI, about the current state of the industrial property market, using it as bellwether for the broader economy. What is Simon seeing, given their PFI's vantage point, on the challenges and opportunities shaping New Zealand’s economic landscape? Plus, a quick look at the rise of e-commerce on industrial property demand, the future of work-from-home trends and what's driving one of New Zealand’s top-performing asset classes. For more episodes or to watch on YouTube, check out http://linktr.ee/sharedlunchSee omnystudio.com/listener for privacy information.
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Feb 4, 2025 • 26min

How to run a $2 billion dollar industrial property porfolio

We're heading inside Property for Industry (PFI)’s two billion dollar portfolio, which includes some of NZ's biggest companies, private enterprises, and branches of government—with an average asset value of around $20M. PFI CEO Simon Woodhams tells Garth Bray why industrial property has been a top performing asset class, the benefits of owning warehouses in an e-commerce boom, and how they’re evolving to meet sustainability standards. Plus, what Simon’s big-picture view of PFI’s 120+ tenants (including giants like Fisher and Paykel) might reveal about NZ’s economy.  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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Feb 2, 2025 • 3min

Quick Bite: Bonds vs. equities–investing in an uncertain market

What are bonds role in today’s unpredictable economic landscape?In this quick bite, Chris Di Leva from Harbour Asset Management & Pattrick Smellie from Businessdesk talk about how bonds can hedge against global growth shocks, plus the shifting dynamics of globalization, trade, and geopolitics.  Plus, what is the likelihood that political uncertainty—from Trump’s unpredictability to broader geopolitical risks—could upend markets?This quick bit is from our previous episode 2025: What Investors need to know For more or to watch on YouTube—check out http://linktr.ee/sharedlunchShared 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. Past performance is not an indication of future performance. 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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Jan 29, 2025 • 36min

2025: What investors need to know

How wild could this year get? Businessdesk’s Pattrick Smellie and Chris Di Leva of Harbour Asset Management tell us what we might want to prepare for. U.S. markets are riding high on the promise of deregulation, while China faces structural challenges that could last a decade. Bitcoin has defied expectations to rise beyond $100,000, though concerns remain about crypto (especially meme coins). On the other hand, the AI goldrush is facing hard questions. Plus: why bonds are having a moment, the growing influence of politics on the markets, and what all that could mean for your portfolio planning. 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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Jan 26, 2025 • 15min

'To say we bootstrapped this thing is a massive understatement' - Delivereasy | More Than Money

Ever wondered how two guys with three broken scooters and a dream turned a garage startup into a nationwide delivery empire?  Join Nick Foster and Tim Robinson from DeliverEasy as they reveal how they built a business that's now delivered over 10 million meals, all while navigating fierce competition from global giants like Uber. From bootstrapping in a Wellington garage to challenging industry norms, they share candid insights about entrepreneurship, wealth, and why money isn't always the ultimate goal. If you're curious about turning a risky idea into reality, this conversation might just inspire you. The duo gets real about the challenges of starting a business with almost no resources and advantage of being first to market. Episodes drop every Monday and Thursday in January. Subscribe to the Shared Lunch feed so you don’t miss a thing. Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. They are not financial experts and their views are their own. Shared Lunch is not financial advice. 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 of recordingSee omnystudio.com/listener for privacy information.
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Jan 22, 2025 • 19min

'It's about whānau wealth' - The Morning Shift | More Than Money

Professional yarn-spinners Brook and Jordan & Matua Mark of the Morning Shift join Carl from Sharesies for a solid kōrero around wealth, family, and taking leaps of faith. We get deep into their different relationships with money—from Marc's ambitious drive to "have it all" to Jordan's ministry background shaping his view that true wealth is about more than dollars. Plus, hear about an exciting new partnership with Sharesies, and how they're working to make investing feel less like an "exclusive Harvard club" and more accessible to everyday people. More Than Money is a limited podcast series exploring the wealth choices that change us. In these conversations, Kiwi legends give us a revealing look at one important money decision that helped determine where they are today: the strokes of genius, the near-misses, and the tough calls. Episodes drop every Monday and Thursday in January. Subscribe to the Shared Lunch feed so you don’t miss a thing. Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. They are not financial experts and their views are their own. Shared Lunch is not financial advice. 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 of recording.See omnystudio.com/listener for privacy information.
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Jan 19, 2025 • 18min

How to break up well - Sarah Catherall | More Than Money

Got a prenup? Who manages the accounts? Is your name on the mortgage, or your partner’s?  Author and journalist Sarah Catherall tells us how to break up well—after all, she literally wrote the book. While the emotional fallout of a separation is hard to prepare for, Sarah shares some of the steps you can take before and after a breakup to make the process as easy as possible. Hopeless romantics, beware—Sarah reckons everyone who’s coupled up should have a hard think about their economic stake in the relationship.  “Is your economic power equal? Do you know, is your name on the title, is your name on the bank accounts? Do you have a mutual plan for wealth creation, or saving plan? Understand what's where.” Plus, we learn about ‘bird nesting’, the trend emerging from the struggles of getting divorced during a cost of living crisis. More Than Money is a limited podcast series exploring the wealth choices that change us. In these conversations, Kiwi legends give us a revealing look at one important money decision that helped determine where they are today: the strokes of genius, the near-misses, and the tough calls. Episodes drop every Monday and Thursday in January. Subscribe to the Shared Lunch feed so you don’t miss a thing. Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. They are not financial experts and their views are their own. Shared Lunch is not financial advice. 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 of recording.See omnystudio.com/listener for privacy information.
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Jan 15, 2025 • 14min

Invest in family life - Jesse Mulligan | More Than Money

In this episode of More than Money, Garth gets Jesse Mulligan’s view on the finances of parenthood and how money interacts with our relationships. Jesse doesn’t believe in hoarding cash for the future—his philosophy is to “eat the marshmallow”, and that wealth is the ability to do the things you want to do, with the people you care about, right now. Jesse talks about the big transition to fatherhood, going from a bachelor spending money “on food and electric guitar” to a dad of 4. He opens up about combining finances with his wife as they were about to have their first kid—and the humbling feeling of asking permission before spending.“ It kind of signals that you're all in. In an age of individualism, it's a nice thing to say from now on we're a family unit" More Than Money is a limited podcast series exploring the wealth choices that change us. In these conversations, Kiwi legends give us a revealing look at one important money decision that helped determine where they are today: the strokes of genius, the near-misses, and the tough calls. Episodes drop every Monday and Thursday in January. Subscribe to the Shared Lunch feed so you don’t miss a thing. Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. It is also not an endorsement of Sharesies by Jesse or RNZ. They are not financial experts and their views are their own. Shared Lunch is not financial advice. 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 of recording.See omnystudio.com/listener for privacy information.
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Jan 12, 2025 • 11min

'Property is easy, but I never bought as an investment' Tony Alexander | More Than Money

Are our careers an underrated investment? Tony thinks so. In this episode of More than Money, we get personal with Shared Lunch regular, independent economist, and weatherman of the housing market, Tony Alexander. Tony reveals how he had ‘a crisis’ about his own career path, feeling bored and trapped in his first job at the Reserve Bank of Australia, until he discovered his unique skill set as a translator of economic jargon—and shaped his own role around it. ‘Find what you are good at and you work it like you work nothing else, apart from your marriage, maybe, in your life.’ More Than Money is a limited podcast series exploring the wealth choices that change us. In these conversations, Kiwi legends give us a revealing look at one important money decision that helped determine where they are today: the strokes of genius, the near-misses, and the tough calls. Episodes drop every Monday and Thursday in January. Subscribe to the Shared Lunch feed so you don’t miss a thing. 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 financial advice. 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 of recording.See omnystudio.com/listener for privacy information.

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