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 a ...
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Investor Insights: SARB Forfeitures and Seizures
17:41
17:41
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17:41
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 are keeping an eye on.…
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Deep Dive: Corporate Structures and Control
18:27
18:27
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18:27
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.By Jimmy Moyaha / Simon Brown / Nicolette Mashile
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Market Matters: SA Inc Loving the Attention
16:38
16:38
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16:38
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.By Jimmy Moyaha / Simon Brown / Nicolette Mashile
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Investor Insights: Personalizing Retirement Planning and Unstoppable Stocks
21:19
21:19
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21:19
We touch on the importance of personalizing your retirement planning and taking on more risk for a better future. Then, we wrap things up with some unstoppable stocks for our investor wall of preferred picks.By Jimmy Moyaha / Simon Brown / Nicolette Mashile
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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.By Jimmy Moyaha / Simon Brown / Nicolette Mashile
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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.By Jimmy Moyaha / Simon Brown / Nicolette Mashile
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Investor Insights: Bank Lending Margins, Uber Ownership and more
16:30
16:30
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16:30
We touch on the history of interest rates and inflation targeting as well as take a look at the updated requirements from Uber on vehicle specifications in South Africa. We wrap things up with a few updates to our investor wall of picks.By Jimmy Moyaha / Simon Brown / Nicolette Mashile
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Deep Dive: Undervalued Local Stocks (South Africa)
15:21
15:21
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15:21
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.By Jimmy Moyaha / Simon Brown / Nicolette Mashile
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Markets Matters: CrowdStrike, Market Crashes and US elections [Sponsored]
17:15
17:15
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17:15
We take a look some market retracements and crashes, the CrowdStrike outage, and the potential impact of the US elections on markets. We are joined by the CEO of Finalto SA, Dany Mawas.By Jimmy Moyaha / Simon Brown / Nicolette Mashile
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Investor Insights: Gender Retirement Gap and Investing with Debt
21:00
21:00
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21:00
We tackle the differences between men and women when it comes down to retirement and planning for retirement. Then we look into whether or not debt should be used to finance investments and we update our Investor Wall.By Jimmy Moyaha / Simon Brown / Nicolette Mashile
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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.By Jimmy Moyaha / Simon Brown / Nicolette Mashile
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Market Matters: MPC decision, JSE delistings and Transnet's latest "loan"
15:45
15:45
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15:45
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 ShapiroBy Jimmy Moyaha / Simon Brown / Nicolette Mashile
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Investor Insights: Synthetic identity fraud, Two-pot withdrawals and preferred stocks
11:12
11:12
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11:12
Unpacking the dangers of synthetic identity fraud, understanding the savings component of the two-pot system and an update to our investor wall of preferred picks.By Jimmy Moyaha / Simon Brown / Nicolette Mashile
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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.By Jimmy Moyaha / Simon Brown / Nicolette Mashile
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Market Matters: PnP Rights Offer, and technical analysis on commodities with our first sponsor
21:37
21:37
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21:37
A round-up of the big news items of the week, including the R108M incentive package for Sean Summers of PnP. We also do a little technical analysis on gold, platinum and the USD/ZAR.By Jimmy Moyaha / Simon Brown / Nicolette Mashile
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Investor Insights: Money Muling, CMA changes and more
15:45
15:45
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15:45
A look at consumers awareness, changes and our investor's wall. We unpack the latest warning from the FSCA on money muling, the EFT payment changes to the Common Monetary Area, and of course, our Investor's Wall of stocks.By Jimmy Moyaha / Simon Brown / Nicolette Mashile
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Deep Dive: A look at Financial Sector stocks (South Africa)
17:10
17:10
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17:10
A deep dive into the financial sector of the JSE. We cover banks, asset managers and insurers with this one. We are joined by seasoned veteran, Petri Redelinghuys of Herenya Capital.By Jimmy Moyaha / Simon Brown / Nicolette Mashile
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Market Matters: GNU, US data, and an activist investor for Hulamin
15:33
15:33
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15:33
A recap of the week's standout events. We take a look at the Government of National Unity, the impact of US data and the shake-up at Hulamin.By Jimmy Moyaha / Simon Brown / Nicolette Mashile
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