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

Is a hike really the right move for the Reserve Bank? Kiwibank Chief Economist Jarrod Kerr, the lone voice calling for rate cuts last year, wants the cash rate to hold fast.

Jarrod explains why he thinks the latest inflation spike is a reactive blip, and why the new Governor of the RBNZ may be under pressure to hike anyway. What’s the influence of the US Federal Reserve and other big central banks? What’s a weak Kiwi dollar doing for exporters, and how are election-year nerves affecting business decisions? 

Plus, how rising house prices made New Zealanders feel richer and spend more, and how flat property forecasts change how we see our wealth.

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

Sharesies Investment Management Limited is the issuer of the Sharesies KiwiSaver Scheme. The product disclosure statement (PDS) for the Sharesies KiwiSaver Scheme has been lodged, and may be viewed on the Disclose Register or on our documents page.


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.

Is a hike really the right move for the Reserve Bank? Kiwibank Chief Economist Jarrod Kerr, the lone voice calling for rate cuts last year, wants the cash rate to hold fast.
Jarrod explains why he thinks the latest inflation spike is a reactive blip, and why the new Governor of the RBNZ may be under pressure to hike anyway. What&rsquo;s the influence of the US Federal Reserve and other big central banks? What&rsquo;s a weak Kiwi dollar doing for exporters, and how are election-year nerves affecting business decisions?&nbsp;
Plus, how rising house prices made New Zealanders feel richer and spend more, and how flat property forecasts change how we see our wealth.
For more places to follow Shared Lunch&mdash;check out <a href="http://linktr.ee/sharedlunch">http://linktr.ee/sharedlunch</a>
Sharesies Investment Management Limited is the issuer of the Sharesies KiwiSaver Scheme. The product disclosure statement (PDS) for the Sharesies KiwiSaver Scheme has been lodged, and may be viewed on the<a href="https://www.disclose-register.companiesoffice.govt.nz/"> Disclose Register</a> or on<a href="https://www.sharesies.nz/kiwisaver/documents"> our documents page</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.

“Let’s get out of this recession” Kiwibank Chief Economist on upcoming OCR

https://api.omny.fm/orgs/7784f840-c291-422a-924b-ad9000bbad71/clips/82038f33-f755-4610-9d09-b47a009da807/transcript

SHARESIES · MARKET MOVEMENTS · 30 JUNE 2026 With Laura Marwick and Jordan Cunningham, Sharesies Head of Data & Analytics

Note: Recorded Monday 29 June

↑ WHAT'S UP — Money moved out of big tech and defensives and cyclicals outperformed, with healthcare up 7.9%, real estate up 4%, and utilities up nearly 4%. The Dow added 0.6%, the Russell 2000 rose 1%, and the equal-weight S&P beat the headline index by more than two points.

↓ WHAT'S DOWN — The NASDAQ fell 4.6% and the S&P 500 dropped 1.95%, with losses concentrated in AI; Nvidia at -8.6%, Google -8.3%, and Qualcomm -16.3%. The Philadelphia Semiconductor Index fell 8% for the week.

! BIGGEST SURPRISES — OpenAI may delay its IPO until after 2027, citing uncertain market conditions. Apple and Microsoft announced price increases with rising hardware and compute costs, while Micron beat Q3 expectations and forecast tight memory supply past 2027.

◎ WHAT TO WATCH — ADP payrolls land Wednesday and US non-farm payrolls drop Thursday. Australian housing data and RBA June meeting notes also land Wednesday.

◈ BIGGER PICTURE — A hawkish repricing of US rate expectations, with Bank of America and Deutsche Bank now forecasting more rate hikes, and AI hardware outstripping AI hype. Though oil fell towards pre-conflict levels, further US-Iran hostilities over the weekend show the situation remains fluid.

Disclaimer:

Sharesies Market Update 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; 30 JUNE 2026 With Laura Marwick and Jordan Cunningham, Sharesies Head of Data &amp; Analytics
Note: Recorded Monday 29 June
&uarr; WHAT'S UP &mdash; Money moved out of big tech and defensives and cyclicals outperformed, with healthcare up 7.9%, real estate up 4%, and utilities up nearly 4%. The Dow added 0.6%, the Russell 2000 rose 1%, and the equal-weight S&amp;P beat the headline index by more than two points.
&darr; WHAT'S DOWN &mdash; The NASDAQ fell 4.6% and the S&amp;P 500 dropped 1.95%, with losses concentrated in AI; Nvidia at -8.6%, Google -8.3%, and Qualcomm -16.3%. The Philadelphia Semiconductor Index fell 8% for the week.
! BIGGEST SURPRISES &mdash; OpenAI may delay its IPO until after 2027, citing uncertain market conditions. Apple and Microsoft announced price increases with rising hardware and compute costs, while Micron beat Q3 expectations and forecast tight memory supply past 2027.
◎ WHAT TO WATCH &mdash; ADP payrolls land Wednesday and US non-farm payrolls drop Thursday. Australian housing data and RBA June meeting notes also land Wednesday.
◈ BIGGER PICTURE &mdash; A hawkish repricing of US rate expectations, with Bank of America and Deutsche Bank now forecasting more rate hikes, and AI hardware outstripping AI hype. Though oil fell towards pre-conflict levels, further US-Iran hostilities over the weekend show the situation remains fluid.
Disclaimer:
Sharesies Market Update 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.

Big tech falls, defensives rise | Market movements

https://api.omny.fm/orgs/7784f840-c291-422a-924b-ad9000bbad71/clips/d8dbbbd1-c41f-4197-a25b-b4790012b658/transcript

In this bonus clip, the Shared Lunch panel unpacks the boldest claims in SpaceX's prospectus, from a million people on Mars to a trillion-dollar business, and explores why the company believes AI and compute—not rockets—could drive its biggest opportunity.

This clip is from our previous episode 'How SpaceX rewrote the IPO rules'

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

Shared Lunch is brought to you by 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—can be found on our 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.

In this bonus clip, the Shared Lunch panel unpacks the boldest claims in SpaceX's prospectus, from a million people on Mars to a trillion-dollar business, and explores why the company believes AI and compute&mdash;not rockets&mdash;could drive its biggest opportunity.
This clip is from our previous episode 'How SpaceX rewrote the IPO rules'
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 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;can be found on our 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.

Bonus: The biggest claim in the SpaceX prospectus?

https://api.omny.fm/orgs/7784f840-c291-422a-924b-ad9000bbad71/clips/b8f2596f-3fbd-4f29-87c7-b47801675780/transcript

Bite: Wellington's future depends on its creatives

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