Shared Lunch

Are you worried or relieved by the fall in property prices? Shares v property, rising interest rates and the future of the sector that Kiwis love (and hate)—find out about all this and more when we chat to independent economist Tony Alexander.   Brought to you by Sharesies, with BusinessDesk.   Register for upcoming episodes and submit your questions over on Crowdcast. If there are any companies, fund managers, or other special guests you’d like to see on Shared Lunch, flick us an email at sharedlunch@sharesies.co.nz to let us know.   Subscribe to the Lunch Money email newsletter for bite-sized market updates twice a week.    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.  Shared Lunch is for a New Zealand audience.See omnystudio.com/listener for privacy information.

In a clip from our recent episode with Jolie Hodson CEO of Spark, Frances asked about recent analysis from Venture Insights, which said a slow economy, inflation, and reduced immigration were problems for the telco market, but new technologies like 5G, progressing rollout of UFB, and increasing adoption of fixed wireless were growth opportunities. Brought to you by Sharesies, with BusinessDesk. Register for upcoming episodes and submit your questions over on crowdcast.io/sharesies. If there are any companies, fund managers, or other special guests you’d like to see on Shared Lunch, flick us an email at sharedlunch@sharesies.co.nz to let us know. Subscribe to the Lunch Money email newsletter for bite-sized market updates twice a week. 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. Shared Lunch is for a New Zealand audience.See omnystudio.com/listener for privacy information.

Spark CEO Jolie Hodson joins Frances Cook to talk Spark's full year results alongside growth opportunities and problem areas for telcos, dividends, cyber security and we answer the question, what sort of phone does the CEO of Aotearoa's largest telco have?   Brought to you by Sharesies, with BusinessDesk. Register for upcoming episodes and submit your questions over on crowdcast.io/sharesies. If there are any companies, fund managers, or other special guests you’d like to see on Shared Lunch, flick us an email at sharedlunch@sharesies.co.nz to let us know.   Subscribe to the Lunch Money email newsletter for bite-sized market updates twice a week.  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.   Shared Lunch is for a New Zealand audience.See omnystudio.com/listener for privacy information.

Intense competition, subscription fatigue and increasingly budget conscious consumers have put pressure on some of the biggest names in content streaming.    Milford Asset Management portfolio manager Felix Fok takes a closer look at the sector and what it takes to win when viewer eyes are the prize.  Brought to you by Sharesies, with BusinessDesk.   Register for upcoming episodes and submit your questions over on Crowdcast.  If there are any companies, fund managers, or other special guests you’d like to see on Shared Lunch, flick us an email at sharedlunch@sharesies.co.nz to let us know.   Subscribe to the Lunch Money email newsletter for bite-sized market updates twice a week.    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.  Shared Lunch is for a New Zealand audience.See omnystudio.com/listener for privacy information.

Who hasn’t got a painful supply chain story to tell? Covid, a war and global skills shortages have played havoc. Surely there’s a better way? We talk to a young listed company that’s out to digitise what’s often still a trail of spreadsheets, email and paper. Andrew Balgarnie, Chief Revenue Officer, at export and import software company TradeWindow chats to BusinessDesk about how it’s driving a change to improve global trade. Brought to you by Sharesies, with BusinessDesk. Register for upcoming episodes and submit your questions over on Crowdcast. If there are any companies, fund managers, or other special guests you’d like to see on Shared Lunch, flick us an email at sharedlunch@sharesies.co.nz to let us know. Subscribe to the Lunch Money email newsletter for bite-sized market updates twice a week. 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. Shared Lunch is for a New Zealand audience.See omnystudio.com/listener for privacy information.

It's quarterly earnings season in the US, when some of the world's best-known companies show us their report card. With record inflation, interest rates rising and—depending on who you ask—a recession on the cards, these updates are more important than ever. This week on Shared Lunch, Pattrick Smellie (managing editor at BusinessDesk) chats to Nicholas Bagnall, Founder and Chief Investment Officer of Te Ahumairangi Fund about what investors are looking for and some of the greatest hits—and misses—so far. Brought to you by Sharesies, with BusinessDesk. Register for upcoming episodes and submit your questions over on Crowdcast. If there are any companies, fund managers, or other special guests you’d like to see on Shared Lunch, flick us an email at sharedlunch@sharesies.co.nz to let us know. Subscribe to the Lunch Money email newsletter for bite-sized market updates twice a week. 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. Shared Lunch is for a New Zealand audience.See omnystudio.com/listener for privacy information.

This week we look at how travel and tourism are faring in 2022. Are both sectors dealing well with spiking demand? What are the future challenges and headwinds? What does it mean to reset and focus on high value visitors? Dan Brunskill (markets reporter at BusinessDesk) and independent economist Benje Patterson will try to unpick what's happening right now and where it may all end up.      Brought to you by Sharesies, with BusinessDesk.   Register for upcoming episodes and submit your questions over on Crowdcast. If there are any companies, fund managers, or other special guests you’d like to see on Shared Lunch, flick us an email at sharedlunch@sharesies.co.nz to let us know.   Subscribe to the Lunch Money email newsletter for bite-sized market updates twice a week.    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.   Shared Lunch is for a New Zealand audience.See omnystudio.com/listener for privacy information.

Frances Cook (Investments Editor at BusinessDesk) talks to Cannasouth Limited CEO Mark Lucas about the company's journey in the medicinal cannabis sector, their just announced new customer and navigating government regulations..   Brought to you by Sharesies, with BusinessDesk.  Register for upcoming episodes and submit your questions over on Crowdcast. If there are any companies, fund managers, or other special guests you’d like to see on Shared Lunch, flick us an email at sharedlunch@sharesies.co.nz to let us know.   Subscribe to the Lunch Money email newsletter for bite-sized market updates twice a week.    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.  Shared Lunch is for a New Zealand audience.See omnystudio.com/listener for privacy information.

Frances Cook (Investments Editor at BusinessDesk) sits down with Infometrics Chief Forecaster Gareth Kiernan for a Construction Industry 101. Gareth and Frances talk about the current climate, what pressures are on the sectors, the possible risk of more companies shutting down and if it's a good time to buy a house.   Brought to you by Sharesies, with BusinessDesk.   Register for upcoming episodes and submit your questions over on Crowdcast. If there are any companies, fund managers, or other special guests you’d like to see on Shared Lunch, flick us an email at sharedlunch@sharesies.co.nz to let us know.  Subscribe to the Lunch Money email newsletter for bite-sized market updates twice a week.    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.  Shared Lunch is for a New Zealand audience.See omnystudio.com/listener for privacy information.

Dan Brunskill (Markets Reporter at BusinessDesk) sits down with Lyndal to chat about how the company saw the pandemic coming early 2020, how they've navigated the last two years and why it's important to always build in the capacity to ramp up production.     Brought to you by Sharesies, with BusinessDesk.   Register for upcoming episodes and submit your questions over on Crowdcast. If there are any companies, fund managers, or other special guests you’d like to see on Shared Lunch, flick us an email at sharedlunch@sharesies.co.nz to let us know.   Subscribe to the Lunch Money email newsletter for bite-sized market updates twice a week.    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.  Shared Lunch is for a New Zealand audience.See omnystudio.com/listener for privacy information.