



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

Big tech falls, defensives rise | Market movements
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 …

Bonus: The biggest claim in the SpaceX prospectus?
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 'H…

How SpaceX rewrote the IPO rules
As IPOs take over market headlines, in-house analysts Jacki Neumann and Susannah Batley break down SpaceX's Nasdaq debut and what's different about this wave of listings. Hear how a $2T market cap renders conventional valuation metrics "almost not meaningful", and how index funds are now effectiv…

Oil slides 25%, Fed turns hawkish, RBA holds firm | Market Movements
SHARESIES · MARKET MOVEMENTS · 24 JUNE 2026 Jacki Neumann, Head of Capital Markets Note: Filmed Tuesday 23 June WHAT'S UP — US markets extended their run with the S&P 500 up 0.9% and Nasdaq climbing 2.4%, led by a 7.3% surge in semiconductors and an 18% jump in memory stocks. ↓ WHAT'S DOWN — Ene…

Farming Unfenced (Live at Fieldays): Next-Gen Food Production
Recorded live from the grounds of Fieldays, hear from a panel featuring Gus Hewitt of Halter, Cheyne Gillooly of the NZ Young Farmers Association, and 2024 FMG Young Farmer of the Year George Dodson on the future of farming. With the average farmer in their mid-60s, meet the new demographic of gl…

SpaceX surges 40% on debut, semiconductors roar back | Market Movements
Note: Filmed Tuesday 16 June ↑ WHAT'S UP: The S&P 500 +0.65%, Nasdaq +0.70%, ASX 200 +2.1%, and NZX 50 +1.8%, semiconductors surged over 9% and SpaceX raised US$75B in the largest IPO in history. ↓ WHAT'S DOWN: Software fell over 5% and big tech lagged as capital rotated toward the SpaceX IPO, wi…

Bonus bite: Is means testing NZ Super actually the answer?
In this quick bite, political writer and researcher Max Rashbrooke explores the growing pressure on New Zealand's retirement system, the case for means testing, and why changing NZ Super could become one of the country's most politically challenging debates. This clip is from our previous episode …

Are kids the key to a better KiwiSaver?
As the retirement debate heats up ahead of the general election, we’re talking to Max Rashbrooke, a political writer and researcher, and Matt McPherson, the head of Sharesies KiwiSaver. With the launch of the Sharesies Kids contribution, we explore the power of compounding interest to renew our nat…

Bite: Wellington's future depends on its creatives
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 fo…