Wellington has been through a tough few years. In this quick bite, Yu Mei founder Jessie Wong reflects on Wellington's unique creative identity, the world-class talent emerging from the capital, and why creativity is a cultural and economic asset. 

This clip is from our previous episode 'Yu Mei founder on Wellington’s creative future'

Shared Lunch is brought to you by Sharesies Limited (NZ) in New Zealand. Information provided is general only and current at the time it’s provided.

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.

 

Wellington has been through a tough few years. In this quick bite, Yu Mei founder Jessie Wong reflects on Wellington's unique creative identity, the world-class talent emerging from the capital, and why creativity is a cultural and economic asset.&nbsp;
This clip is from our previous episode 'Yu Mei founder on Wellington&rsquo;s creative future'
Shared Lunch is brought to you by Sharesies Limited (NZ) in New Zealand. Information provided is general only and current at the time it&rsquo;s provided.
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.
&nbsp;

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 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, can be found on our website.

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.

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&rsquo;s happening in the economy, the markets, and the companies you invest in.
Investing involves risk. This channel is brought to you by 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, can be found on our website.
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.

Shared Lunch

Bite: Wellington's future depends on its creatives

https://api.omny.fm/orgs/7784f840-c291-422a-924b-ad9000bbad71/clips/3a427077-a760-4a20-b649-b46300525bb5/transcript

Why are we more comfortable talking about our voting preferences than our KiwiSaver balances?

Luke Kemeys of Keep the Change tells us why money is New Zealand's last taboo — and the opportunity cost of that silence. So why do so many Kiwi avoid even sharing their finances with family? What’s the downside of our cultural love of holding cash? Is a culture of Tall Poppies holding back our economy?

Luke shares his own history of credit card debt and the backlash to branding himself as a millionaire, and how normalising wealth conversations could make the whole country better off.

For more places to follow Shared Lunch—check out http://linktr.ee/sharedlunch

Shared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website.

Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor. Past performance is not a guarantee of future performance.

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.

Why are we more comfortable talking about our voting preferences than our KiwiSaver balances? Luke Kemeys of Keep the Change tells us why money is New Zealand's last taboo &mdash; and the opportunity cost of that silence. So why do so many Kiwi avoid even sharing their finances with family? What&rsquo;s the downside of our cultural love of holding cash? Is a culture of Tall Poppies holding back our economy? Luke shares his own history of credit card debt and the backlash to branding himself as a millionaire, and how normalising wealth conversations could make the whole country better off.
For more places to follow Shared Lunch&mdash;check out <a href="http://linktr.ee/sharedlunch">http://linktr.ee/sharedlunch</a>
Shared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it&rsquo;s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions&mdash;including a Target Market Determination and IDPS Guide for Sharesies Australian customers&mdash;can be found on our relevant Australian or NZ website.
Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor. Past performance is not a guarantee of future performance.
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.

Are we afraid to be ambitious? With Luke Kemeys

https://api.omny.fm/orgs/7784f840-c291-422a-924b-ad9000bbad71/clips/1bd17b9e-c27f-476e-b235-b4ab002ee7d8/transcript

SHARESIES · MARKET MOVEMENTS · 17 AUGUST 2026
Jacki Neumann, Head of Capital Markets at Sharesies

Note: Filmed Monday 17 August

↑ WHAT’S UP — US markets saw slight gains, with the S&P 500 up 0.4% and the Nasdaq up 0.2%, while the NZX 50 added 0.2%. Super Micro jumped 19% on an earnings beat and upbeat guidance, and Commonwealth Bank posted a record annual cash profit of $10.98 billion, up 7%.

↓ WHAT'S DOWN — The ASX 200 fell 1.6%, dragged by financials: Westpac lost almost 6% after a 20% drop in mortgage applications, while Suncorp's and IAG's profits fell 44% and 25% respectively. In the US, solid numbers didn't prevent declines, with RocketLab down about 7%, Cisco 5% and AST SpaceMobile 4% despite reporting record or fast-growing revenue.

! BIGGEST SURPRISES — The RBA held at 4.35% but Governor Bullock struck a hawkish tone, refusing to rule out further hikes on inflation concerns. In contrast, US core CPI eased to a multi-year low of 2.5% and core PPI slowed to 4.2%, cutting the odds of a September Fed hike to 28%.

◎ WHAT TO WATCH — Australian earnings ramp up, with NAB's update rounding out the big four banks and results due from JB Hi-Fi, BHP, Fortescue, CSL and Cochlear among others. The FOMC's July minutes land Wednesday and Australia's July unemployment rate follows on Thursday.

◈ BIGGER PICTURE — Australian bank earnings showed resilience but growing exposure to a cooling housing market. In the US, AI and space infrastructure investments stalled despite strong revenue growth, with investors zeroing in on losses, margins, and execution risks. Meanwhile, a hawkish RBA is still weighing hikes just as softening US inflation nudges the Fed the other way.

Disclaimer:

Sharesies Market Movements is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand.

This video is general market commentary and educational in nature. It is not financial advice and does not take into account your personal objectives, financial situation or needs. Information is current at the time of recording and may be subject to change. We do not provide recommendations and nothing in this video should be taken as a recommendation to buy or sell any financial product.

Investing involves risk. You might lose the money you start with. Past performance is not indicative of future performance.

If you require personal financial advice, you should consider speaking with a qualified financial adviser. Our disclosure documents and terms and conditions, including a Target Market Determination and IDPS Guide for Sharesies Australian customers, are available on our relevant Australian or NZ website.

SHARESIES &middot; MARKET MOVEMENTS &middot; 17 AUGUST 2026 Jacki Neumann, Head of Capital Markets at Sharesies
Note: Filmed Monday 17 August
&uarr; WHAT&rsquo;S UP &mdash; US markets saw slight gains, with the S&amp;P 500 up 0.4% and the Nasdaq up 0.2%, while the NZX 50 added 0.2%. Super Micro jumped 19% on an earnings beat and upbeat guidance, and Commonwealth Bank posted a record annual cash profit of $10.98 billion, up 7%.
&darr; WHAT'S DOWN &mdash; The ASX 200 fell 1.6%, dragged by financials: Westpac lost almost 6% after a 20% drop in mortgage applications, while Suncorp's and IAG's profits fell 44% and 25% respectively. In the US, solid numbers didn't prevent declines, with RocketLab down about 7%, Cisco 5% and AST SpaceMobile 4% despite reporting record or fast-growing revenue.
! BIGGEST SURPRISES &mdash; The RBA held at 4.35% but Governor Bullock struck a hawkish tone, refusing to rule out further hikes on inflation concerns. In contrast, US core CPI eased to a multi-year low of 2.5% and core PPI slowed to 4.2%, cutting the odds of a September Fed hike to 28%.
◎ WHAT TO WATCH &mdash; Australian earnings ramp up, with NAB's update rounding out the big four banks and results due from JB Hi-Fi, BHP, Fortescue, CSL and Cochlear among others. The FOMC's July minutes land Wednesday and Australia's July unemployment rate follows on Thursday.
◈ BIGGER PICTURE &mdash; Australian bank earnings showed resilience but growing exposure to a cooling housing market. In the US, AI and space infrastructure investments stalled despite strong revenue growth, with investors zeroing in on losses, margins, and execution risks. Meanwhile, a hawkish RBA is still weighing hikes just as softening US inflation nudges the Fed the other way.
Disclaimer:
Sharesies Market Movements is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand.
This video is general market commentary and educational in nature. It is not financial advice and does not take into account your personal objectives, financial situation or needs. Information is current at the time of recording and may be subject to change. We do not provide recommendations and nothing in this video should be taken as a recommendation to buy or sell any financial product.
Investing involves risk. You might lose the money you start with. Past performance is not indicative of future performance.
If you require personal financial advice, you should consider speaking with a qualified financial adviser. Our disclosure documents and terms and conditions, including a Target Market Determination and IDPS Guide for Sharesies Australian customers, are available on our relevant <a href="http://sharesies.com.au">Australian</a> or <a href="https://www.sharesies.nz/legal-documents">NZ</a> website.

Strong AI earnings, falling share prices | Market movements

https://api.omny.fm/orgs/7784f840-c291-422a-924b-ad9000bbad71/clips/dc61c91d-0881-4840-9420-b4a90188f905/transcript

AI can scan thousands of stocks and decades of data in minutes—but should it be trusted to make the final call?

In this bonus clip from Shared Lunch, Mike Taylor and Kent Williams of Pie Funds explain how they’re using AI to automate their day-to-day work. They unpack how the technology can speed up investment research, why they stop short of letting AI make trading decisions, and what the rise of the “T-shaped” portfolio manager could mean for the next generation of investors.

This clip is a bonus from our previous episode 'Infrastructure: funding the next decade of growth?'

For more places to follow Shared Lunch—check out http://linktr.ee/sharedlunch

Shared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website.

Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor. Past performance is not a guarantee of future performance.

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.

 

AI can scan thousands of stocks and decades of data in minutes&mdash;but should it be trusted to make the final call?
In this bonus clip from Shared Lunch, Mike Taylor and Kent Williams of Pie Funds explain how they&rsquo;re using AI to automate their day-to-day work. They unpack how the technology can speed up investment research, why they stop short of letting AI make trading decisions, and what the rise of the &ldquo;T-shaped&rdquo; portfolio manager could mean for the next generation of investors. This clip is a bonus from our previous episode 'Infrastructure: funding the next decade of growth?'
For more places to follow Shared Lunch&mdash;check out <a href="http://linktr.ee/sharedlunch">http://linktr.ee/sharedlunch</a>
Shared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it&rsquo;s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions&mdash;including a Target Market Determination and IDPS Guide for Sharesies Australian customers&mdash;can be found on our relevant Australian or NZ website.
Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor. Past performance is not a guarantee of future performance.
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.
&nbsp;

Bonus bite: Can AI pick better investments?

https://api.omny.fm/orgs/7784f840-c291-422a-924b-ad9000bbad71/clips/c2d243fc-7c83-4847-9e0e-b4a90007553d/transcript

Bite: Wellington's future depends on its creatives

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