Shared Lunch Sharesies

The economy has been a bleak subject for much of this year. But are we starting to see that light at the end of the tunnel?

For a pulse check we talk to Infometrics Principal Economist Brad Olsen about how NZ is faring and what makes our situation different to other parts of the world. 

Unsurprisingly the higher interest rate environment dominates our conversation and Brad makes a call on which way the Reserve Bank will lean when it meets next week. 

This episode covers what you need to know about inflation, house price movements and which sectors investors need to look out for. Plus the untapped potential that is Japan. 

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.

In this bonus bite, Frances Cook & Milford's Daniel Wu dive into Meta's (Facebook's) planned use of AI and the potential to leverage its massive user data trove. We explore how Meta might responsibly use this data for other purposes, such as training AI models, while addressing privacy concerns. Join us as we discuss Meta's AI ambitions, the challenges, and the opportunities that lie ahead.

This bonus bite is in addition to our previous episode 'Meta in focus–AI, ethics and TikTok'

For more or to watch on youtube—check out http://linktr.ee/sharedlunch

Brought to you by Sharesies, with BusinessDesk.

Investing involves risk. This episode 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 only and current at the time and does not take into account your circumstances, objectives or needs. We do not provide recommendations and you should always read the disclosure documents available to the product's issuer before making a financial decision. Our disclosure documents can be found on our website. If you require financial advice, you should consider speaking with 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.
See omnystudio.com/listener for privacy information.

What’s next for Meta, the tech titan behind brands like Facebook, Instagram and WhatsApp?  

Sydney based Milford Asset Management senior analyst, David Wu, covers all the bases following Meta’s Q1 earnings, including why its forward guidance disappointed some investors. 

This conversation looks at the potential and the challenges ahead for Meta including how it hopes to justify, and monetize, AI initiatives. 

You’ll learn about the significance (or not) of the social platform’s first dividend, and is Tiktok the threat it once was?  

For more or to watch on youtube—check out http://linktr.ee/sharedlunch

Brought to you by Sharesies, with BusinessDesk.

Investing involves risk. This episode 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 only and current at the time and does not take into account your circumstances, objectives or needs. We do not provide recommendations and you should always read the disclosure documents available to the product's issuer before making a financial decision. Our disclosure documents can be found on our website. If you require financial advice, you should consider speaking with 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.
See omnystudio.com/listener for privacy information.

We cross to Omaha, Nebraska in the US to speak with Sharesies co-founder and CEO Leighton Roberts as he fulfills a life-long dream to hear investing legend Warren Buffet. Leighton was one of 40,000+ investors from all over the world who attended the Berkshire Hathaway annual shareholder meeting. Helen Matterson asks Leighton about the experience and his takeaway for retail investors.

For more episodes of Shared Lunch via podcast or 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.

Ever seen a small ‘B’ logo on a product or website? You were probably looking at a certified B Corporation—a business that meets rigorous standards of social and environmental performance. 

Sharesies co-founder and co-CEO Brooke Roberts sits down with Alex Hannant and Mindy Leow from B Lab—the nonprofit network behind B Corp certifications—to discuss the global B Corp movement and why it matters for investors.

The conversation covers growing consumer demand for ethical companies, the role of B Corps in shaping a sustainable economy, what it takes to become a B Corp, and Sharesies’ experience with gaining the certification. 

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.

Last week on Shared Lunch James Shaw, former Climate Change Minister, joined Pattrick Smellie to talk climate investment. In this quick bite he shares how he sees the global transition to sustainable technologies as one of the most significant investment opportunities we’ve faced, spanning infrastructure, housing, transport, energy, waste management, agriculture, and more.

Check out the full episode: 'Ride the wave or be the wave–James Shaw'

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.