Thuto Media Insider Exchange

Insider Exchange

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 as unpopular for their honesty.

Our aim is to create new value for our community by creating the most immersive investment discussions in the market.
Weekly English South Africa Investing · Business News
63 Episodes
40 – 60

Investor Insights: Taxing the Pots

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.
2 Sep 2024 27 min

Market Matters: August Round-Up [Sponsored]

This 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.
2 Sep 2024 17 min

Investor Insights: Leaving the Pots Alone

We 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.
26 Aug 2024 21 min

Deep Dive: The Buffet Mindset

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…
26 Aug 2024 16 min

Market Matters: Powell'ing Markets [Sponsored]

We 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…
25 Aug 2024 16 min

Investor Insights: SARB Forfeitures and Seizures

We 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…
20 Aug 2024 17 min

Deep Dive: Corporate Structures and Control

We 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.
20 Aug 2024 18 min

Market Matters: SA Inc Loving the Attention

We 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.
20 Aug 2024 16 min

Deep Dive: Digging for Gold

In this week's deep dive, we delve into the world of commodities with detailed analysis of gold, oil and copper. Moxima Gama, Independent Analyst, joins us to share some of key thoughts and analysis on the potential future of these commodities.
4 Aug 2024 17 min

Market Matters: Woes of the Week

We look into the latest data from the US and what it means for interest rate cuts. Then we discuss the boardroom woes at Quantum foods, before wrapping up with the latest challenges facing PnP.
3 Aug 2024 14 min

Deep Dive: Undervalued Local Stocks (South Africa)

A deep dive into the most undervalued stocks on the JSE. According to Morgan Stanley, South African equities could outpace bonds and cash in the coming future and so we look for some of the best ideas. This week's specialist is Head of Research at FNB Wealth, Chantal Marx.
29 Jul 2024 15 min

Deep Dive: The World of Luxury

A deep dive into the world of luxury assets, luxury stocks and luxury brands. Some invaluable insights from our studio guest, David Shapiro, who has more than 50 years of experience within the world of financial markets and certainly has his preferred luxury stocks.
22 Jul 2024 12 min

Market Matters: MPC decision, JSE delistings and Transnet's latest "loan"

We look into the MPC's decision to leave rates unchanged and when we can expect rate cuts in SA. Then we take a look at the lastest state-backed loan of R18,5bn provided to Transnet before wrapping things up with Bell and Sasfin delisting announcements. Special guest: David Shapiro
22 Jul 2024 15 min

Deep Dive: Tech Stocks

A deep dive into the local telecoms providers in South Africa, as well as US and Chinese tech stocks. We chat to Economist and tech expert, Mudiwa Gavaza.
14 Jul 2024 12 min
40 – 60