[Full Show] US Earnings Season, Sovereign Wealth Funds and Bonus Tax

Loading player...
For 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 Africa. And we reflect on the legacy and impact of former Finance Minister, Tito Mboweni, following his untimely passing.

Deep Dive
We dive into sovereign wealth funds and how they work. We unpack the requirements for a good fund, the risks to implementation and the overall benefits to the economy. We also posture various ways of potentially implementing such a fund in South Africa.

Investor Insights
We gain some insights on how to potentially deal with the tax implications of employment bonuses. We ask some interesting questions and uncover some unique perspective. And, of course, we update our wall of preferred picks.
Chapters
  • 01:36 Market Matters: US Earnings
  • 16:46 Deep Dive: Sovereign Wealth Funds
  • 35:40 Investor Insights: Bonus Tax
21 Oct 2024 English South Africa Investing · Business News

Other recent episodes

[Audio Pod] AI vs Humans: Are We Ready, and R100bn in Revenues Lost

This week on Insider Exchange, we kick off with a coastal clash. Simon the Durbanite cannot believe Jimmy hates the beach. Jimmy maintains that land mammals shouldn’t voluntarily swim with sharks. Simon argues sharks don’t eat people — unless you’re Australian. Two schools of thought. No resolution. In Useful Updates,…
19 Feb 36 min

[Audio Pod] Business of the Super Bowl, and Trump's Board of Peace

This week on Insider Exchange, we kick off with our viral Milk Stout clip — now 100k views deep. We learned it’s called a “2-by-1” (or 2-in-1), comes in wild variations, and apparently even has unconventional uses. South Africa, we see you. In Useful Updates, we cover DStv entering ride…
12 Feb 46 min

[Audio Pod] Commodity Crash Mayhem & Making Sense of the Madness

This week we kick things off with Trevor Noah going 6-for-6 at the Grammys before diving into a packed set of market updates. We run through earnings season highlights, interest rate reflections, questions around a new Fed chair, a fresh Fed rate check, Saudi Arabia’s stock market going live, gold…
5 Feb 41 min

[Audio Pod] What 2026 Holds for Markets and Selling Cape Town Air

We're BAAAAACCCKKK!! In Useful Updates, we cover SARB’s review of banking premiums, fresh talk of a commodity supercycle, takeaways from the World Economic Forum, pressure mounting on Jerome Powell, Rupert’s search for a new sports club, Saudi Arabia opening its stock market, BAT exiting SA manufacturing, and Audi’s entry into…
30 Jan 41 min

[Audio Pod] Jaw-Dropping Moments of 2025 And Our Festive Awards

It’s the holiday season, and what a year 2025 has been. In this special edition, we look back at the jaw-dropping moments that defined the year — from market shocks and policy pivots to unexpected economic wins and lessons we barely saw coming. We’ve also pulled out our festive awards…
16 Dec 2025 46 min