It’s been a year. Wars, rising interest rates, persistent inflation, AI changing our lives forever, bonds become less boring, and Barbie is back!   
Join us for a reflective but fun look at 2023—plus a peek into what’s in store for investors 2024, with Brad Olsen from Infometrics and Harbour Asset Management’s Chris di Leva. 
In this first of a 2-part year-end episode,  we cover world influences, market moves and how much exposure to AI is wise? 
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.

The best and the worst of 2023 - part 1

A conversation with experts, CEOs, and you. We talk to company leaders and an industry experts every week. Listen or watch over lunch or whenever you want to snack on what’s happening in the economy, the markets, and the companies you invest in Brought to you by Sharesies, with BusinessDesk.
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.

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A sharp increase in house listings as some long-time investors exit, has put the ball back in the buyer's court.
We talk to independent economist Tony Alexander about his analysis on this and the latest results from the quarterly Sharesies Investing Insights survey.   
You'll hear his prediction on when interest rate cuts will start, why house prices are flat lining or down, the consequences of axing the First Home Grant, and the emerging rent-to-buy sector.   
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.

Vendor back-log keeps a lid on house prices

EROAD has 120,000 devices in cars in New Zealand and is making inroads in the US. What’s the potential of this data combined with the latest in AI development? 

We find out in this bonus episode featuring EROAD co-CEOs Mark Heine and David Kenneson following the company’s recent financial results. Our conversation covers technology, privacy and future growth opportunities. Plus are two CEOs better than one? 
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.

EROAD’s highway to the USA

The transition to net-zero has put NZ founded tech company Gentrack on the investor map. 
We talk to CEO Gary Miles off the back of some impressive half-year results and as Gentrack expands into the Middle East, Asia and Europe with its software that includes smart metering, sensors and billing for power and water utilities, and airports.
You’ll learn how Gentrack is taking on global players Oracle and SAP. And how it hopes to enable both Kiwi and Aussie consumers to pump power from battery and solar assets into the main grid and be paid! 
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.

Energy and water tech on steroids—Gentrack

In a landscape of fluctuating interest rates, where are you parking your cash? Economist Brad Olsen breaks down the current financial environment and we ask what decisions are facing savers and borrowers? Plus, the emerging trend of shorter fixed mortgage terms...
This is from our previous episode 'When will interest rates turn? Brad’s view'
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.

Quick Bite: Where do you park your cash? With Brad Olsen

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.

The best and the worst of 2023 - part 1

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