It's Friday, and Nigel Grant is joined by ASB Chief Investment Officer Frank Jasper to make sense of a turbulent week in markets, particularly in the AI and semiconductor space.

Frank breaks down the four factors behind the selloff, explores where long-term value in the AI economy could actually land (and why it may not be where most people expect), and explains how ASB's portfolios are currently navigating the noise, staying invested in the theme, but looking beyond the most overheated corners of the market.

Host Nigel Grant is joined by author and gender equity specialist Angela Meyer, co-founder of Hi Money and co-author of best selling book Money, Money, Money - to unpack why women consistently retire with less than men and what's really behind it. They explore the emotional and psychological side of money, the systemic barriers that compound over a lifetime, and what financial institutions could be doing better. Angela also shares practical first steps for women at any stage of their financial journey, and why talking about money openly might be the most important thing you can do.

Frank and Nigel dig into the three biggest IPOs on everyone's radar right now — SpaceX, Anthropic and OpenAI. Frank shares the framework he uses to evaluate any company coming to market: quality, growth and value. They cover why IPOs have historically been a tricky proposition for investors, what makes this particular crop of floats unlike anything seen before, and how the major indices could become forced buyers of these stocks, pushing prices in ways that may have little to do with the underlying fundamentals. Plus, Frank's simple but powerful habit that could sharpen your thinking on any investment decision.

Host Nigel Grant is joined by ASB Senior Economist Chris Tennent-Brown to make sense of a week that gave Kiwi plenty to digest. They cover the RBNZ's split committee vote that may signal rate hikes are closer than many expected and turn to the 2026 Budget, which Chris describes as "prudent and boring" (and why that might actually be good news). They also explore what rising short-term interest rates could mean for borrowers and savers, and why sticking to a long-term strategy still matters more than trying to pick the top or bottom.

In this edition of Fridays with Frank, Frank and Nigel dig into the SpaceX IPO, why it could be an AI and data centre story in disguise and what history tells us about IPO performance. Plus, the RBNZ rate decision and the knife edge the Reserve Bank now has to walk between inflation and a struggling domestic economy. Also, why the gap between NZ companies thriving offshore and those fighting the domestic headwinds is widening and what it could mean for your portfolio.

Host Nigel Grant flies solo this episode to strip investing back to its roots. Using [his green thumb] as a guide, Nigel unpacks the core ideas every investor should have in their toolkit: what investing is really for, how to think about risk and return, why diversification matters, and the power of compounding. He also tackles one of the most common investing mistakes and shares why the patient gardener always outlasts the panicking neighbour. 

In this edition of Fridays with Frank, Frank and Nigel dig into why inflation is back on the market's radar, what a run of bad inflation prints in the US and Europe means for interest rates, and why protecting your purchasing power is the single biggest risk long term investors face. Plus, Nvidia just reported an 85% surge in revenue, what does the world's biggest public company tell us about where AI investment is headed, and why being mostly right beats trying to be perfect with your investment strategy.

Host Nigel Grant is joined by ASB Senior Economist Kim Mundy to unpack the latest ASB Housing Confidence Survey. They explore how the Middle East conflict has rapidly shifted interest rate expectations, cooled house price optimism, and put a lid on a recovery that was starting to gain momentum with Auckland feeling the sharpest impact. Plus, Kim shares why despite the uncertainty, there's a silver lining for one group of Kiwi right now: first home buyers.

In this edition of Fridays with Frank. Frank & Nigel dig into why company-level AI spending is now driving the whole economy, why traditional diversification is getting harder, why rising global debt is a risk investors can't ignore and a few thoughts on what AI might be doing to us, as well as portfolios.

Host Nigel Grant is joined by ASB Senior Economist Chris Tennent-Brown to unpack the latest ASB Investor Confidence Survey for the March 2026 quarter. 

They explore why global headlines from the ongoing Middle East conflict to shifting interest rate expectations are rattling investor sentiment, even as share markets push higher. 

Plus, Chris shares why the gap between how investors feel and what markets are actually doing is one of the most important things long-term investors need to understand right now.

Welcome to the very first episode of Fridays with Frank - the new short-form Friday edition of the ASB Investment Podcast.

Each week, Nigel Grant and Frank Jasper wrap up the biggest market stories of the week in a quick, conversational format designed to get you up to speed before the weekend.