Shared Lunch

Being AI, an AI and web-3 specialist, is the latest company to list on the New Zealand Stock Exchange (NZX), and is now available on Sharesies. We sat down with Nyssa Waters, the CEO and co-founder of Being Consultants, and David McDonald, the CEO of Being AI, to find out more about the company, the people behind it, and its ambition for the future. Find out why they believe AI isn’t just another tech bubble waiting to burst, but a present-day reality that we should embrace for its ability to bring transformative change. You can watch this episode on Sharesies’ YouTube channel. Sharesies will be paid a fee from Being AI for distributing this information to Sharesies investors. Appearance on this episode is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. This Sharesies Special 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.  See omnystudio.com/listener for privacy information.

NZ’s biggest retailer The Warehouse Group is getting back to basics after writing off Torpedo7, declining sales and plans to exit e-commerce venture TheMarket.com.      We talk to acting CFO Celia Mearns following the Red Shed’s half-year results, which it describes as ‘sobering’.  Celia shares the challenges of online sales and competing with the likes of Temu.  You’ll also find out how the retailer will navigate ongoing headwinds, why the grocery business is a bright spot, and that the ‘everybody gets a bargain’ jingle is… here to stay! For more or to watch on youtube—check out http://linktr.ee/sharedlunch Brought to you by Sharesies, with BusinessDesk. 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.See omnystudio.com/listener for privacy information.

On our recent episode we caught up with Skellerup's outgoing CEO David Mair. BusinessDesk's Rebecca Stevenson chatted to David about this exceptional growth, which he puts down to a focus on process and continuous improvement driven by the Japanese philosophy of Kaizen / Kaikaku. David also thinks we're too worried about failure, so what's his approach when situations don't work out as intended? This quick bite is from our previous episode: 'Skellerup’s David Mair on leadership and legacy'. For more or to watch on youtube—check out http://linktr.ee/sharedlunch Brought to you by Sharesies, with BusinessDesk. 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.See omnystudio.com/listener for privacy information.

Skellerup—the Kiwi icon famous for Red Band gumboots—has gone from financial troubles to  a multi-national solving complex tooling and material problems in industry and agriculture.     We talk to star CEO, Skellerup’s David Mair about this journey during his nearly 14 years at the helm, and what the future holds when he steps down at the end of this month.   David shares his philosophy for leading and the importance of failure, learning by doing and combination of both speed and velocity. Plus the role of the investor.  For more or to watch on youtube—check out http://linktr.ee/sharedlunch Brought to you by Sharesies, with BusinessDesk. 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.See omnystudio.com/listener for privacy information.

Steven Joyce, former deputy PM & finance minister, shares his candid perspective on the shifting tides of the nation's business environment under the new government. He reflects on the regulatory burdens and the resilience of local businesses. Plus his take on the 'year of changing gear' and the government policy and business confidence that could redefine New Zealand's economic horizons.  This quick bite is from our previous episode: 'Changing gears—Steven Joyce on where business is headed'. For more or to watch on youtube—check out http://linktr.ee/sharedlunch Brought to you by Sharesies, with BusinessDesk. 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.See omnystudio.com/listener for privacy information.

How will business fare under the coalition government? What’s working? What needs to change?  We sit down with entrepreneur, former cabinet minister and newly appointed board member  of The Icehouse & Icehouse ventures Steven Joyce to chew over these and more.   You’ll learn why he thinks capital markets could be revitalised with more companies listing if there were fewer restrictions, how private-public partnerships might help our infrastructure crisis, and the sectors he thinks will prosper.  Plus why TV media companies got it wrong.  For more or to watch on youtube—check out http://linktr.ee/sharedlunch Brought to you by Sharesies, with BusinessDesk. 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.See omnystudio.com/listener for privacy information.

What are the challenges and risks for investment strategies in the age of AI? In this quick bite Guy Thornewill and Mike Taylor from PIE Funds delve into the impact of artificial intelligence on various business sectors. They share cautionary tales, like how AI has disrupted the business model of companies such as Chegg, and provide insights into which sectors could be negatively impacted by AI advancements. The discussion also explores the potential for AI to enhance productivity and equity markets, and how most New Zealanders are already likely to have exposure to companies like NVIDA and other AI in their KiwiSaver portfolios. This quick bite is from our previous episode ' NVIDIA's success in the AI revolution'  For more or to watch on youtube—check out http://linktr.ee/sharedlunch Brought to you by Sharesies, with BusinessDesk. 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.See omnystudio.com/listener for privacy information.

Head of Global Research at PIE Funds Guy Thornewill and Founder and Chief Investment Officer Mike Taylor discuss NVIDIA's AI success, business model, competitors, and if the stock is overvalued. They explore AI impact on investments, retail investor strategies, and potential risks in the evolving landscape of the AI revolution.

New Zealand's energy landscape is evolving with the integration of wind power alongside thydroelectricity. Meridian Energy CFO discusses the strategic role of wind as an intermittent, yet valuable, renewable resource. With the Harapaki Wind Farm in the Hawke's Bay due for completion later this year, he explains how wind energy is set to relieve pressure on hydro storage. This quick bit is from our previous episode 'Meridian Energy–winds of change' For more or to watch on youtube—check out http://linktr.ee/sharedlunch Brought to you by Sharesies, with BusinessDesk. 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.See omnystudio.com/listener for privacy information.

We crunch the numbers with Meridian Energy after its half-year earnings results, and find out how it aims to beat its competitors to retail sales as power prices rise.  Chief Financial Officer Mike Roan talks about controlling electricity demand with both residential customers and big industry clients to secure the national supply in winter months  But bundling products such as broadband as its competitors do, is not part of the plan.   Our conversation covers integrating hydro, wind and solar, EV charging, offshore wind farms and Meridian’s negotiations for a 20-year contract to supply the Tiwai Point Aluminium Smelter.  For more or to watch on youtube—check out http://linktr.ee/sharedlunch Brought to you by Sharesies, with BusinessDesk. 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.See omnystudio.com/listener for privacy information.