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
70 Episodes
1 – 20

[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

[Full Show] Final Budget Speech, Car Financing and Stock Shorting

Market 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…
29 May 1 hr 05 min

[Full Show] America Downgraded, Gambling Industry and FMAS25

Market 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…
21 May 1 hr 03 min

[Full Show] Trade Deal, Gold Reclassification and Banking Fees

Market 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…
15 May 44 min

[Full Show] Budget 3.0, Chinese Luxury and FSCA Crackdown

Market 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…
7 May 58 min

[Full Show] Tariff Walk-back, Market Competition and Negotiating a Raise

Market 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…
16 Apr 56 min

[Full Show] Elon leaving DOGE, Repaying Debt and FSCA on Education

Market 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…
2 Apr 55 min

[Full Show] Markets want AI, Credit Scores and Streaming Services

Market 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…
26 Mar 1 hr 11 min

[Full Show] Corporate Shocks, Tax Bracket Creep and $3K Gold

Market 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…
18 Mar 49 min

[Full Show] Earnings Data, Critical Minerals and Supercar Investments

Market 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…
5 Mar 46 min
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