The medicinal cannabis market has been a long, hard road for NZ players and the patience of retail investors is wearing thin.    

We talk to Ruatoria based Rua Bioscience about why it's pinning its hopes on a pivot from cultivation and manufacturing, to selling cannabis genetics overseas. 

Rua CEO Paul Naske sees significant growth as new legal frameworks in western countries make way for the medicinal cannabis market —estimated to be just 10 percent of the black market. 

And we hear about Rua’s compassionate programme that helps those prescribed medicinal cannabis but can’t afford it. 

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

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 episode to celebrate the launch of Sharesies AI Search, Sharesies co-CEO Sonya Williams talks toTelescope AI CEO Luke Pettit and our own CTO Richard Clark about how artificial intelligence can be applied to investing.

The conversation covers recent breakthroughs that have propelled AI into the mainstream like GPT-4, how businesses need to embrace AI, and the impact on capital markets.

You’ll also get to hear about the new Sharesies AI Search feature coming this week which helps you explore investment ideas from real-world concepts to a simple 'what if?' And it may even help with that feeling of overwhelm!

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.

If you have more than $15,000 and no will, it could be time to sort your life admin.    

It’s Wills Week 2024 and we look at the perils of not having will, but also the growing trend of leaving something to a cause you’re passionate about. 

Our conversation with Public Trust wills expert Catherine Simpson busts myths about wills and charitable giving. We cover not just leaving cash, but other assets including a part of your share portfolio. And whether to consider residual giving—a percentage of your estate that you gift after you’ve taken care of loved ones. 

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

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.

Coming up this Thursday on Shared Lunch we speak with Catherine Simpson from Public Trust about Wills Week 2024. In this quick bite: Why do you need a will & what happens to your estate and investments when you don't have one? 

In our upcoming episode we also delve into charitable giving and the average amount passed on. Stay tuned for the full episode, but in the meantime here's a taster to kick off Wills Week. Find out more at https://www.publictrust.co.nz/

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

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.

Is an interest rate cut next? Have we had enough pain? 

We put these questions and more to Infometrics Principal Economist Brad Olsen after the Reserve Bank held the Official Cash Rate at 5.5% for the eighth time in a row.  

In this short episode we discuss if November will bring the change mortgage holders and businesses are hoping for. Plus whether the Reserve Bank has gone too far in its quest to curb inflation. And will it be harder to get back into a growth cycle? 

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

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 quick bite, we dive deep into the world of offshore investing for New Zealanders. Mark Lash from Deloitte Private breaks down the complexities of the Foreign Investment Fund (FIF) regime, explaining:

• The threshold for FIF rules
• Special exemptions for Australian investments
• Fair Dividend Rate vs Comparative Value
• When to call in the professionals

This quick bite is from our previous episode: Tax for investors 101

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

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.

Is tax something you dread or would rather avoid?  We’ve got you covered. 

We ask common questions and chat about what you need to know about your tax as a retail investor.  

Mark Lash, a partner with Deloitte Private, helps demystify some of that pesky jargon and breaks down the what, when and how of tax when investing in company shares and funds. 

Things like what’s an imputation credit? What are the gotchas when investing offshore? And how reliable is ChatGPT when it comes to tax advice?   

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

The tax comments in this podcast are general in nature and for educational purposes only.  We recommend you confirm or seek tax advice on how the tax law applies to your situation.

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 quick bite: Chris Di Leva from Harbour Asset Management discusses the surprising performance of the Japanese stock market with host Dan Brunskill. Did you know Japan's market hit an all-time high in 2024, matching its 1989 peak? Chris explains the 35-year journey of zero nominal returns and recent reforms driving Japan's market rally. Plus, get insights on how U.S. tech giants are becoming "better capitalists" in response to changing economic conditions.

This quick bite is from our episode: The US vs NZ investing conundrum

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

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.

Why invest locally when the action appears to be in the US? 

The meteoric rise of US chipmaker NVIDIA and the dominance of high earning tech stocks makes it hard for the likes of the NZX and ASX to compete. 

We talk to Harbour Asset Management’s Chris di Leva about how the sector make-up of an index and the local economy are a huge influence. But also why New Zealand is starting to look more attractive. 

Find what you need to consider when exposed to the US markets such as: does a change in portfolio weighting fit your risk appetite? Are you hedged against currency fluctuations? And is it time to consider other investment opportunities like Japan?  

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

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 quick bite: Todd Dawson, CEO of Napier Port, discusses the vital role of ports in New Zealand's economy. Did you know 90% of the country's exports and imports travel by sea? Plus what are the revenue streams for a port? Eg: container trade, bulk trade (primarily logs), and the growing cruise industry.

This quick bite is from our previous episode 'Why invest in a port?'

Tell us how to improve Shared Lunch! Our survey for NZ participants only, takes just a few minutes and you can go in the draw to win one of six $50 Sharesies gifts. Terms and Conditions apply.   For more or to watch on youtube—check out http://linktr.ee/sharedlunch
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.