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
87 Episodes
40 – 60

[Full Show] Trump 2.0, Foreign Investor Tax and Market Outlook

Fresh 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…
22 Jan 2025 53 min

[Full Show] Finance Awards: The Festive Edition

Breaking 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…
16 Dec 2024 40 min

[Full Show] BRICS Currency, Portfolio Management and Signal Services

Another 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…
29 Oct 2024 1 hr 04 min

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

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…
21 Oct 2024 1 hour

[Full Show] Google's Legal Troubles, Government Bailouts and Crypto Tax

Another 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…
14 Oct 2024 57 min

Investor Insights: Illegal Lenders

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 update our wall of preferred picks.
30 Sep 2024 19 min

Deep Dive: Global Commodities

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…
30 Sep 2024 18 min

Market Matters: Chinese Stimulus

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.
30 Sep 2024 16 min

Investor Insights: CMA Updates

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.
22 Sep 2024 17 min

Deep Dive: US Small-Cap Stocks

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.
22 Sep 2024 18 min

Market Matters: Rate Cuts Everywhere

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!
22 Sep 2024 11 min

Investor Insights: Avoiding Scam and Crypto Bots

We 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.
16 Sep 2024 17 min

Deep Dive: Identifying Quality Businesses

We 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…
16 Sep 2024 16 min
40 – 60