Insider Exchange is a vodcast that aims to share the honest and unfiltered opinions of its hosts, guests and community on all things investments and markets-related. Each weekly episode features discussions covering current affairs, consumer education, detailed analysis and insights, and even real-time investment decisions. The vodcast is designed to offer listeners unfiltered and valuable insights directly from the minds of some of the greatest experts. Insights that may otherwise be seen a ...
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[Full Show] Mid-year Review, Stokvels and Eskom's Crypto Play
50:48
50:48
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50:48Market Matters This week, we look back on the first half of the year and make sense of some of the major events that have driven markets until now. We also look ahead to some key dates coming up for the rest of the year and how they could influence market decisions. Deep Dive We dive into the world of stokvels. We look at this powerful, yet seeming…
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[Full Show] Warheads, Pet Insurance and Deepfakes
53:41
53:41
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53:41Market Matters This week, we unpack the global wars taking place and their impact on markets and market sentiment. We try and understand the dynamics affecting trading decisions. Deep Dive We dive into the interesting world of pet insurance. We unpack everything from the considerations to the implications and try to decipher how pet owners navigate…
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[Full Show] Musk-Trump Break-Up, EVs in SA and Food Stocks
52:16
52:16
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52:16Market Matters This week, we unpack the Greatest Break-up of All, we look at the biggest Diamond deal, and we try make sense of Goodyear's decision to close their South African facility. Deep Dive We dive into the growing market of electrified vehicles in South Africa. We explore the different variations available, share some experiences with vehic…
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[Full Show] Inflation Targeting, Funeral Policies and PIC's R4bn Loss
56:08
56:08
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56:08Market Matters This week, we look back on the interest rate decision made by the South African Reserve Bank and share our thoughts on what could be the most fundamental shift in monetary policy that we have seen in South Africa in over 25 years. We also take stock of the performance of the month of May, Deep Dive We dive into the fascinating world …
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[Full Show] Final Budget Speech, Car Financing and Stock Shorting
1:05:13
1:05:13
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1:05:13Market Matters This week, we reflect on the Budget Speech that finally made it. We look ahead to the interest rate decision in SA expected this week, and wrap up the conversation with a look at US PCE data set to be released this week. Deep Dive We dive into the world of vehicle financing. We unpack the various forms of financing available to clien…
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[Full Show] America Downgraded, Gambling Industry and FMAS25
1:03:50
1:03:50
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1:03:50Market Matters This week, we look back on the downgrade of the United States by Moodys. We unpack the ZAR flirting with sub-R18 levels, and wrap up the conversation with a look at upcoming Chinese, European and South African data set to be released this week. Deep Dive We dive into the world of gambling. We unpack gambling regulation in South Afric…
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[Full Show] Trade Deal, Gold Reclassification and Banking Fees
44:55
44:55
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44:55Market Matters This week, we look back on the US interest rate decision, we try and make sense of some Truth Social posts, and we reflect on the trade deal that might be. We also look at breaking tariff news boosting markets. If we have time, we will look into earnings set to be released. Deep Dive We dive into the changes in international regulati…
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[Full Show] Budget 3.0, Chinese Luxury and FSCA Crackdown
58:13
58:13
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58:13Market Matters This week, we look ahead to Budget Speech 3.0, interest rate decisions and markets at all-time highs until the tariffs are suspended. We also share our thoughts on some community requests we received. Deep Dive We dive into Chinese luxury goods. We explore the online claims surrounding luxury goods manufactured in China and share our…
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[Full Show] Tariff Walk-back, Market Competition and Negotiating a Raise
56:25
56:25
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56:25Market Matters [Sponsored] We have moved this segment to a livestream, so you'll be able to watch it under the Live section of our channel. It will be dated to match this video. Deep Dive We dive into the concepts of market competition and market saturation. We explore how various markets and factors affect competition and evaluate which option is …
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[Full Show] Markets Crash, Recession Planning and Travelling with Cash
52:58
52:58
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52:58Market Matters This week, we look back on the worst week of 2025 so far. We try and make sense of the full extent of the impact of "Liberation Day" on markets and question whether or not this was all part of the plan all along. Deep Dive We dive into the probabilities of recession. We explore how to prepare for a possible recession, which markets m…
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[Full Show] Elon leaving DOGE, Repaying Debt and FSCA on Education
55:56
55:56
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55:56Market Matters This week, we look ahead to "Liberation Day", we look at the changes Elon Musk is making in his life, and we touch on the latest luxury plans for one of the most successful shopping destinations on the African continent. Deep Dive We dive into the world of debt repayment. We look at some of the key benefits and risks of debt manageme…
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[Full Show] Markets want AI, Credit Scores and Streaming Services
1:11:22
1:11:22
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1:11:22Market Matters [Sponsored] This week, we at corporate bailouts, investment concerns, and interest rate decisions all impacting South Africa. We also look at the AI trend and how it is fueling market sentiment, particularly when it comes to Tech Stocks around the world. Deep Dive We dive into the world of credit scores. We look at some of the factor…
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[Full Show] Corporate Shocks, Tax Bracket Creep and $3K Gold
49:07
49:07
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49:07Market Matters This week, we look at the shocking corporate announcements we woke up to in the local banking space before attempting to make sense of the escalating diplomatic relations between South Africa and the US. We also prepare for the interest rates decisions of both countries. Deep Dive We dive into the concept of tax bracket creep or tax …
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[Full Show] Budget Speech Redo, State of Markets and Non-Performing Loans
54:21
54:21
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54:21Market Matters This week, we look ahead to the Budget Speech, we continue with earnings data releases and we look at US and Chinese inflation data. Deep Dive We dive into the state of local and global markets under the current tensions. We look at the performance of markets year to date and the trends in sentiment that seem to be emerging. We also …
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[Full Show] Earnings Data, Critical Minerals and Supercar Investments
46:05
46:05
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46:05Market Matters This week, we look ahead to local and US earnings, and we reflect on events of the Oval Office. Deep Dive We dive into the world of critical minerals and how they are shaping global trends at the moment. Everything from Nickel, Copper and Cobalt, through to rare earth minerals like Geranium that very few countries posses. We look at …
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[Full Show] Budget Postponement, VAT Increases and Institutional Crypto
43:21
43:21
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43:21Market Matters This week, reflect on a budget speech that didn't take place, the CPI data that was delayed to this week, and PCE data out of the US. We also take a look at the quickest turnaround fix in SA, the great borehole saga of 2025. Deep Dive We dive into the VAT increase that was almost proposed. We explore the impact it would have on reven…
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[Full Show] Budget Speech, Financial Advisory and Asian Markets
1:03:41
1:03:41
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1:03:41Market Matters This week, we prepare for the annual budget speech taking place on Wednesday, we touch CPI and and Unemployment data set to be released this week as well. And we share our thoughts on the ongoing trade tensions around the world. Deep Dive We dive into the world of financial advisory and answer the question "Is there still a place for…
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[Full Show] Gold Predictions, Property Investing and Trading Models
58:36
58:36
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58:36Market Matters This week, we react to President Trump's executive orders, we look at some gold price predictions and get some thoughts on upcoming news that could potentially affect market movements. Deep Dive We dive into the property investing and take a particular look at how the stokvel model of collective investing could be beneficial to prope…
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[Full Show] Expropriation Scares, Contactless Transacting and Interest on Debt
45:01
45:01
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45:01Market Matters This week, we react to President Trump's comments on the Expropriation Act that was recently signed into law in South Africa. And we take a look the positive movements we are seeing in the commodities space. We also look ahead to some data that is set to be released. Deep Dive We dive into the world of contactless transactions. We ex…
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[Full Show] Trump 2.0, Foreign Investor Tax and Market Outlook
53:44
53:44
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53:44Fresh from a well-deserved break, we're back with more unfiltered content! Market Matters We take a look at the latest country to join the BRICS bloc, we unpack Chinese GDP data and we look at what lies ahead for the world post Donald Trump's inauguration. Deep Dive We dive into the concept of an investment tax for non-residents wanting to invest i…
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[Full Show] Finance Awards: The Festive Edition
40:50
40:50
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40:50Breaking ALL the rules as we reflect on the biggest news and events of the year since starting our podcast. We dish out some very special awards in our usual segments, including Uninvited Guest of the Year Grinch of the Year [New] Elves of the Year Scrooge of the Year Santa of the Year Ultimate Gift of the Year Pick of the Year You definitely don't…
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[Full Show] Trump-Threatened BRICS, Building Multiple Income Streams and Beneficial Ownership
1:03:06
1:03:06
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1:03:06Market Matters [Sponsored] This week, we look ahead to US jobs data set to be released, along with earnings data from South African companies like Prosus and other data set to continue coming out this week. We also reflect on the latest comments by President-elect Trump on a BRICS currency, alongside the decision by President Biden to pardon his so…
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[Full Show] Buffet's Thanksgiving Buys, Real Education Costs and Online Import Duties
52:27
52:27
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52:27Market Matters This week, we look ahead to Thanksgiving week in the US and the latest additions to the Buffet portfolio. We look back on announcements from M&R. We also look ahead to all the data set to continue coming out this week. Deep Dive We dive into the real cost of education. We dig into the costs associated with various stages of the educa…
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[Full Show] Inflation Data, Retirement Structures and Crypto "Travel Rule"
47:16
47:16
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47:16Market Matters [Sponsored] This week, we look ahead to South African and Chinese interest rate decisions. We also discuss EU and South African CPI data and reflect on the US CPI data that came out last week. We also look at the decision by S&P Ratings to revise the outlook of South Africa. Deep Dive We dive into the world of retirement structures. …
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[Full Show] US Election Results, eVisas and Understanding your Credit Score
48:45
48:45
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48:45Market Matters This week, we look ahead to South African companies publishing earnings, we touch on Chinese and US CPI data and reflect on the US election that took place last week. We also keep updated on the Boxer listing and what it could mean for PnP. Deep Dive We dive into the world of visas. We explore the need for visas, the practicalities o…
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[Full Show] Shocking Jobs Data, US Electoral System and Maintenance Act Changes
54:04
54:04
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54:04Market Matters [Sponsored] Starting this week, we moved this segment to a livestream, so you'll be able to tune in live every Monday morning. This week, we look ahead to the FOMC and BoE rates decisions expected this week, we touch on the Chinese government meeting and the all important US election that is overshadowing all other market events. We …
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[Full Show] BRICS Currency, Portfolio Management and Signal Services
1:04:21
1:04:21
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1:04:21Another insightful show curated and delivered in full. As we release this episode, we are getting ready to make a few exciting changes that we will announce in the days to come on our socials. Market Matters This week, look at the BRICS currency that was announced at the recent gathering of member nations in Russia. We also acknowledge the recent c…
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[Full Show] US Earnings Season, Sovereign Wealth Funds and Bonus Tax
1:00:34
1:00:34
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1:00:34For those wondering, our segments are still tagged within the episode, so you can skip straight to your favourite segment first, just remember to listen to the others. On the pod this week: Market Matters This week, we look back at US Earnings season kicking off. We also try make sense of the inflation prints from various regions, including South A…
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[Full Show] Google's Legal Troubles, Government Bailouts and Crypto Tax
57:36
57:36
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57:36Another full show uploaded as one. The segments are still tagged within the episode and are marked by chapters. So this week: Market Matters This week, we look back at US CPI data missing estimates. We also look into the latest decision by the US government to challenge Google's market position. And we reflect on the legacy of business tycoon Ratan…
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[Full Show] Markets Unsettled, Greylisting Impacts and Understanding FSP Licenses
1:02:43
1:02:43
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1:02:43Doing things a little differently, we're uploading our full show as a single podcast. Let us know if you would prefer it this way in future as well. So for this week: Market Matters This week, we look back at how markets have been reacting to the various geopolitical risks that have played out over the week. We also look at the positive reaction in…
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We look at the increase in the number of unauthorized lenders and unpack the concerns around licensing in the lending space. We also provide information useful to consumers looking to validate lender licensing: FSP - https://www.fsca.co.za/Fais/Search_FSP.htm NCR - https://www.ncr.org.za/register_of_registrants/registered_cp.php And, of course, we …
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We dive into global commodities taking a look at base and precious metals. We dig into the current sentiment for metals like iron ore, chrome and platinum as well as expand on why copper appears to be growing in popularity among mining companies. We are joined in studio by Seleho Tsatsi, PM at Anchor Capital.…
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This week, we look back on the Chinese stimulus package announced at the start of the week. Markets have reacted positively towards the announcements made by China. We also take a look at Switzerland as they join the rate-cutting conversation.By Jimmy Moyaha / Simon Brown
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We revisit the changes within the Common Monetary Area that came into effect at the start of September. We share some practical experiences from recent travels within the CMA region. We also add a few new stocks to our wall of preferred picks.By Jimmy Moyaha / Simon Brown
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We dive into the world of United States small-cap stocks. We dig into the size of the market and why it presents an attractive opportunity when compared to other small-cap markets around the world. We are joined by Faheema Adia, Senior Analyst at Momentum Securities for this segment.By Jimmy Moyaha / Simon Brown
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This week, we reflect on interest rate decisions from the US FED and the SARB. Both central banks provided some interesting insights into their outlook, thought processes and potential future rates decisions. You get a rate cut, you get a rate cut, everybody gets a rate cut!By Jimmy Moyaha / Simon Brown
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Investor Insights: Avoiding Scam and Crypto Bots
17:17
17:17
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17:17We look into the re-emergence of online bots and update our wall of preferred picks with some local and international companies that all have something in common. We also provide a little colour as to the reasons why some of this week's picks are of interest to us.By Jimmy Moyaha / Simon Brown
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Deep Dive: Identifying Quality Businesses
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16:59
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16:59We dive into the key considerations investors should think about when looking to identify quality businesses. We highlight some important metrics that can be used to measure the strength of a company's performance, as well as some leadership considerations to take into account. We are joined by Keith McLachlan, CEO at Element Investment Managers.…
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This week, we look back on developments in the Anglo stable, both on the platinum as well as on the gold side. We also analyze the recent interest shown in SA bonds and what this could potentially mean for the global investment landscape.By Jimmy Moyaha / Simon Brown
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We add some new local counters to our wall of preferred picks and chat about why they have peaked our interest at the moment. Petri Redelinghuys, Founder at Herenya Capital weighs in here.By Jimmy Moyaha / Simon Brown
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Deep Dive: China-Africa Cooperation Summit
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10:09
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10:09We dig into the Forum for China-Africa Cooperation Summit (FOCAC) that took place in Beijing and what it means for the African continent. We also unpack some of the conditions that typically come with foreign direct investment (FDI) commitments and how Africa can negotiate these better. We are joined in studio by Petri Redelinghuys, Founder at Here…
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Market Matters: The September Effect [Sponsored]
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14:19
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14:19This week we look ahead to the NFP report in the US. We also discuss the increased volatility that started off the first trading week of September and what some of the moves could potentially be signaling from an investor point of view. Dany Mawas, CEO at Finalto South Africa and Ruan Landsberg, Market Analyst at Finalto join the conversation.…
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We continue sharing our thoughts on the changes coming into effect under the two-pot retirement amendments by looking at the tax implications of withdrawals. And we make some recommended adjustments to our wall of preferred picks.By Jimmy Moyaha / Simon Brown
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Market Matters: August Round-Up [Sponsored]
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17:33
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17:33This week we reflect on the month of August and some of the major developments that would have affected markets. We also look at some of the surprise moves from local and international markets. We are joined in studio for this segment by Dany Mawas, CEO of Finalto South Africa.By Jimmy Moyaha / Simon Brown
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Investor Insights: Leaving the Pots Alone
21:29
21:29
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21:29We share our thoughts on the decision to withdraw funds from the new savings pot from 1 September as well as other changes coming into effect under the two-pot retirement amendments. And we add 3 new stocks to our wall of preferred picks.By Jimmy Moyaha / Simon Brown
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This week, we are joined in studio by Prof. Adrian Saville, Professor at Gordon Institute of Business Sciences to look into science behind the success of Berkshire Hathaway. We dig into the Berkshire empire and unpack the mindset and investment philosophies of the legendary Warren Buffet. Everything from how to build a portfolio, right down to hold…
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Market Matters: Powell'ing Markets [Sponsored]
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16:53
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16:53We look into the possible implications of Jerome Powell's speech at the Jackson Hole Symposium on markets. Then we discuss South Africa's latest inflation print, before wrapping up with a look at Shein's lawsuit against Temu. We are joined in studio for this segment by Dany Mawas, CEO of Finalto South Africa as well as Ruan Landsberg, Market Analys…
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Investor Insights: SARB Forfeitures and Seizures
17:41
17:41
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17:41We wrap up our week's conversations with a look at the latest seizures and forfeitures of funds by the South African Reserve Bank on private companies. This follows a newly established legal precedent that allows the central bank unilateral powers. We also update our wall of preferred stocks that we are keeping an eye on.…
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Deep Dive: Corporate Structures and Control
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18:27
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18:27We dive into the various ways businesses are structured, how these structures come about and how various corporate actions can impact these structures. We also look into the options available to businesses founders looking to exit or scale up their businesses.By Jimmy Moyaha / Simon Brown
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Market Matters: SA Inc Loving the Attention
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16:38
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16:38We look at what the latest US inflation data suggests for global interest cuts. We also look into the favour South African stocks are finding with investors because of their attractive and discounted valuations.By Jimmy Moyaha / Simon Brown
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