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Shared Lunch

Shared Lunch

Released: 2026-06-24
© 2026 Sharesies
Shared Lunch - QR Code
491 Episodes
Audio
Listen on Apple Podcasts
491 Episodes
Audio
Listen on Apple Podcasts
Released: 2026-06-24
© 2026 Sharesies
Most Recent Episode
How SpaceX rewrote the IPO rules

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 me
Time: 24:13
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 effectively required to buy SPCX. And with OpenAI and Anthropic expected to go public next, we examine how a series of mega-cap IPOs might be about to impact your portfolio. Learn how the AI arms race is prompting private companies to turn to the public for funding, pushing demand for data centers and chips beyond the limits of private equity. 
Plus, is a potential merger between SpaceX and Tesla just wild speculation or a realistic vertical integration play? 
For more places to follow Shared Lunch—check out http://linktr.ee/sharedlunchShared 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.
See omnystudio.com/listener for privacy information.
Episode ID: 1000774074934
GUID: 69b7a6f5-89bc-4b3f-aecf-b47300522b0e
Release Date: 24/06/2026, 19:30:00

Description

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.

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