{"podcast":{"title":"Shared Lunch","slug":"shared-lunch-135733","podcast_index_feed_id":135733,"rss_url":"https://www.omnycontent.com/d/playlist/7784f840-c291-422a-924b-ad9000bbad71/ab3b36cb-753f-4cf5-bb8e-b022018b6f53/c6cc8d62-f7b1-4a29-b989-b022018b6f8c/podcast.rss","website_url":"https://www.sharesies.nz/shared-lunch","image_url":"https://www.omnycontent.com/d/playlist/7784f840-c291-422a-924b-ad9000bbad71/ab3b36cb-753f-4cf5-bb8e-b022018b6f53/c6cc8d62-f7b1-4a29-b989-b022018b6f8c/image.jpg?t=1738182031&size=Large","author":"Sharesies","episode_count":504,"summary":"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.","last_synced_at":"2026-07-27T02:17:36.964242+00:00","page_url":"https://stenobird.com/podcast/shared-lunch-135733"},"episode":{"title":"Big tech falls, defensives rise | Market movements","slug":"big-tech-falls-defensives-rise-market-movements","published_at":"2026-06-30T17:30:00+00:00","page_url":"https://stenobird.com/podcast/shared-lunch-135733/big-tech-falls-defensives-rise-market-movements","show_page_url":"https://stenobird.com/podcast/shared-lunch-135733","url":"https://omny.fm/shows/shared-lunch/big-tech-falls-defensives-rise-market-movements","audio_url":"https://pdst.fm/e/dts.podtrac.com/redirect.mp3/traffic.omny.fm/d/clips/7784f840-c291-422a-924b-ad9000bbad71/ab3b36cb-753f-4cf5-bb8e-b022018b6f53/d8dbbbd1-c41f-4197-a25b-b4790012b658/audio.mp3?utm_source=Podcast&in_playlist=c6cc8d62-f7b1-4a29-b989-b022018b6f8c","summary":"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 c…","meta_description":"SHARESIES · MARKET MOVEMENTS · 30 JUNE 2026 With Laura Marwick and Jordan Cunningham, Sharesies Head of Data & Analytics Note: Recorded…","key_points":[],"chapters":[],"topics":[],"duration_seconds":641,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/shared-lunch-135733/episodes/big-tech-falls-defensives-rise-market-movements/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/shared-lunch-135733/big-tech-falls-defensives-rise-market-movements.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}