Thuto Media Insider Exchange

Insider Exchange

Welcome to Insider Exchange — your space for straight-talking conversations about markets, investing, and the stories behind the numbers.

Useful Updates: rapid-fire conversations covering the biggest global and local headlines — in 60 seconds or less.

Deep Dive: a closer look at the sectors, stocks, and trends defining tomorrow’s investment opportunities — from emerging industries to timeless market themes.

Make-It-Make-Sense: decoding the complex, the bizarre, and the unexpected — connecting headlines to the real-world forces that move money and markets.

Unfiltered Opinion: where we speak candidly.

Hosted by Jimmy Moyaha and Simon Brown.
Catch us every week, or listen anytime on your favorite podcast platform.
Weekly English South Africa Investing · Business News
81 Episodes
1 – 20

[Audio Pod] Can You Afford to Retire, and Was G20 Worth the Drama

In Useful Updates, we unpack the G20 declaration drama, a fresh 25bps rate cut, Japan’s unusual yield curve moves and Bitcoin’s reaction, and the surprisingly heated Ralph Lauren debate. We also share feedback from Walmart's new store, Pick n Pay’s next chapter, and Bill Gates offloading more Microsoft shares. For…
26 Nov 44 min

[Audio Pod] How to Land Sponsorships, and SA's Lost Economy

In Useful Updates, we unpack the global shifts shaping SA’s economy — from a long-awaited ratings upgrade and reactions to the MTBPS, to major resignations from Michael Burry, Nancy Pelosi and Warren Buffett. We break down interest-rate decisions, Walmart’s latest SA update, Revolut’s banking license move, and why the WBC…
23 Nov 44 min

[Audio Pod] How to Start Investing, and Profiting from Loans

In Useful Updates, we unpack a whirlwind of updates — from Singapore’s scam crackdown and Elon Musk’s record-breaking payday to South Africa’s MTBPS drama, Cell C’s listing ambitions, and the global chip war heating up again. For our Deep Dive, we sit down with Ivyn Sambo — lawyer turned financial…
12 Nov 45 min

[Audio Pod] How to Navigate Volatile Markets, and Suing Governments

In Useful Updates, we cover the biggest stories shaping markets right now — from Scooters Pizza’s comeback and Coca-Cola’s South African bottling buyout, to Cell C’s missing billions and the Louvre jewel heist twist. We also explore what it means for South Africa to finally be off the grey list,…
29 Oct 38 min

[Audio Pod] Should SA Pursue Rare Earths, and Is FIFA WC26 Worth It

In our Useful Updates, we have rapid fire conversations covering several major updates in 60 seconds or less. We even time ourselves to ensure maximum accuracy. This week, we look at South Africa's Integrated Resource Plan, the great heist of French Jewels, and ⁨@Walmart⁩ finally coming to SA. For our…
21 Oct 37 min

[Full Show] Finding Simon's Sportscar, and Profiting from Politics

In our Useful Updates, we have rapid fire conversations covering several major updates in 60 seconds or less. We even time ourselves to ensure maximum accuracy. This week, we look at AMD's big gamble, the newest of new tariffs, and even a Nobel Prize "dedication". For our Deep Dive, we…
16 Oct 54 min

[Full Show] How to Outperform the Property Market, and Covert Cargo

For our Useful Updates, we have rapid fire conversations covering several major updates in 60 seconds or less. We even time ourselves to ensure maximum accuracy. Everything from the new Cartier bracelet launched, to Vodacom looking to offer asset management services to South Africans, and the US shutdown's impact on…
9 Oct 42 min

[Full Show] Trump-Putin Tea Party, Maximizing TFSA and Reviewing BEE

Market Matters This week, we look back on the historic meeting between the Presidents of Russia and the US and deliberate the outcomes of the meeting. We also discuss what market sentiment may be pricing in at this stage. [We have moved this segment to a livestream, so you'll be…
20 Aug 49 min

[Full Show] Resource Stocks, Unlocking SAs Economy and Ghost Tenders

Market Matters This week, we look at US earnings continuing to come in. We touch on the performance of local resource stocks to date, and pair that with markets reaching all-time highs yet again last week. Africa's biggest bank, by assets, also reports numbers this week. Deep Dive We dive…
13 Aug 44 min

[Full Show] Trump Tantrum, Funding F1 in SA and Apartheid Leases

Market Matters This week, we look at US reciprocal tariffs becoming official. We share thoughts on the latest Trump tantrum and wrap things up with a look at the awkwardness between SARB and National Treasury on inflation policy. Deep Dive We dive into the business case for hosting the F1…
5 Aug 53 min

[Full Show] LVMH & Debswana, US-SA Sanctions and Expensive Clean-Ups

Market Matters This week, we look at every data point in the entire world, the biggest week for US earnings reporting and some interesting market matters affecting local and international companies like Steinhoff, DeBeers and even LVMH. Deep Dive We dive into the US-South Africa Bilateral Relations Review Act of…
30 Jul 1 hr 02 min

[Full Show] SA's "Collapse", US Crypto Laws and National Budget Woes

Market Matters This week, we look at the latest sensationalized claims made by the Wall Street Journal that markets have mispriced the collapse of South Africa. We also plan for earnings season and zone in on the factors that may be of interest to markets. Deep Dive We dive into…
23 Jul 45 min

[Full Show] G20 Conversations, Trump's BBB and New SA Visas

Market Matters This week, we reflect on recent market volatility amid global uncertainty. We also look ahead to US earnings season set to kick off this week and how the performances of companies will influence sentiment. And we conclude the conversation with a look at G20 developments and their impact…
17 Jul 1 hour

[Full Show] Mid-year Review, Stokvels and Eskom's Crypto Play

Market 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…
2 Jul 50 min

[Full Show] Warheads, Pet Insurance and Deepfakes

Market 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…
27 Jun 53 min

[Full Show] Musk-Trump Break-Up, EVs in SA and Food Stocks

Market 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…
17 Jun 52 min

[Full Show] Inflation Targeting, Funeral Policies and PIC's R4bn Loss

Market 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…
4 Jun 56 min
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