Shared Lunch
Sharesies
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 Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and 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.
Investing involves risk. This channel is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and 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.
Episodes
Mentioned books
Oct 15, 2023 • 4min
Quick Bite: 'Diversity is the name of the game' - Breaking down bonds
In this quick bite Frances Cook & Mark Riggall from Milford talk bonds, how are they used as a component of a balanced portfolio? Plus, the relationship between bonds and the interest rate cycle, historically and more recently. This clip is from our previous episode 'Are bonds on the comeback? Where Mark explains why the outlook for bonds is better now after a tough couple of years. And For more or to follow the podcast —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.
Oct 11, 2023 • 35min
Are bonds on the comeback?
We unpack how the debt market works, what different types of bonds there are, and risk versus return. Milford’s Conservative and Balanced Portfolio Manager Mark Riggall explains why the outlook for bonds is better now after a tough couple of years. And what to consider if adding bonds to your portfolios as a diversification tactic, such as through exchange-traded funds. And For more or to follow the podcast —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.
Oct 8, 2023 • 5min
Quick Bite: Are we at the top of the interest rate cycle? Plus bond yields & mortgage rates
Harbour Asset Management's Chris Di Leva and NZIER principal economist Chrstina Leung discuss the course of interest rates and the impact on investment circumstances over the next year. This is from our previous episode, 'What does the election mean for investors?' where we discuss which sectors to watch and we find out the mood of business based on a blue or a red government. 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.
Oct 4, 2023 • 39min
What does the election mean for investors?
With the general election just days away we ask the experts what’s in store for investors and businesses? Harbour Asset Management's Chris Di Leva and NZIER economist Christina Leung discuss which sectors to watch and we find out the mood of business based on a blue or a red government. For more or to follow the podcast —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.
Oct 2, 2023 • 4min
Quick Bite: Is this the ultimate passive income stream?
Glen James from My Millennial Money joined Demetria Chelepy from Sharesies AU to talk about Glen's concept of Investing for LOOT AKA Life on your own terms. As a part of this discussion Glen explored passive income, how it relates to investing and where shares come into it all... For more check out our previous episode, 'Investing for a life on your own terms'. This episode was originally produced by Sharesies Australia, watch this episode on Sharesies AU Youtube 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.
Sep 27, 2023 • 34min
Investing for a life on your own terms, with Glen of My Millennial Money
Glen James is a former financial advisor, author of Sort your money out and get invested and the host of the My Millennial Money podcast. In this episode we explore Glen’s concept of LOOT (Life On Own Terms), and what this means for your money and investing. Find out how to create passive income, Glen’s ‘holy trinity’ of budgeting, and tips on how to level up if you’ve been investing for a couple of years. This episode was originally produced by Sharesies Australia, watch this episode on Sharesies AU Youtube 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.
Sep 24, 2023 • 5min
Quick Bite: How is climate change driving housing innovation?
Fletcher Building CEO Ross Taylor shares about Fletcher’s low carbon housing pilot, alongside other sustainable trends and innovation in construction in this quick bite from our episode 'Fletcher building boss bullish on future'. In the full episode you'll hear about standardised (prefabricated) homes making up a third of its production—and rising, why the lower dividend payout, and what keeps him awake at night? 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.
Sep 20, 2023 • 41min
Fletcher Building boss bullish on future
Fletcher Building has had some headwinds of late but CEO Ross Taylor assures things are in order. Hear first-hand what risks lie ahead for the company, including finishing the troubled Auckland Convention Centre project. Ross is candid about Fletcher’s low carbon housing pilot, standardised (prefabricated) homes making up a third of its production—and rising, plus why the lower dividend payout, and what keeps him awake at night? 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.
Sep 18, 2023 • 6min
Quick Bite: Inflation & interest rate predictions
Helen Matterson from Sharesies and Infometrics Principle Economist Brad Olsen chat about inflation and interest rates in this quick bite from our episode 'The good, bad and ugly of the economy with Brad Olsen'. In the full episode we discuss what’s ahead for listed companies, which sectors to watch, plus some observations around investor preferences across generations, including a trend where younger investors are getting higher returns. 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.
Sep 13, 2023 • 30min
The good, bad and ugly of the economy with Brad Olsen
We talk to Infometrics Principle Economist Brad Olsen about everything from the government opening its books, inflation and interest rates, to the recent company earnings season and what’s ahead.Plus some investor trends that show how different age groups invest— including how younger investors are getting higher returns based on their love of US growth stocks. For more or to follow the podcast —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.
