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.

[Audio Pod] How to Start Investing, and Profiting from Loans

In Useful Updates, we unpack a whirlwind of updates — from Singapore’s scam crackdown and Elon Musk’s record-breaking payday to South Africa’s MTBPS drama, Cell C’s listing ambitions, and the global chip war heating up again. For our Deep Dive, we sit down with Ivyn Sambo — lawyer turned financial educator and creator of The Investor’s Chair. Ivyn opens up about selling his entire investment portfolio to fund his wedding, his journey into finance, and the creative process behind his viral TikToks. Then for "Make It Make Sense", we follow the money through a messy Post Office payout saga, the PIC’s strange “pay-to-leave” loan deal, and a R300bn RAF headache. Finally, in Unfiltered Opinion, Simon draws the line on Christmas decorations — and shares the backstory behind that stance. YouTube · TikTok

11-12
45:31

[Audio Pod] How to Navigate Volatile Markets, and Suing Governments

In Useful Updates, we cover the biggest stories shaping markets right now — from Scooters Pizza’s comeback and Coca-Cola’s South African bottling buyout, to Cell C’s missing billions and the Louvre jewel heist twist. We also explore what it means for South Africa to finally be off the grey list, and how shifting U.S.-China relations could reshape global trade. For our Deep Dive, we get practical about trading volatility — explaining what drives market swings, how traders can stay disciplined during chaos, and why volatility can be an investor’s best friend when understood correctly. Make-It-Make-Sense follows the money trail — Trump’s $230 million lawsuit against the U.S. government, the surprising use of Russian funds against Russia itself, and South Africa’s rapidly growing gambling market. And finally, in our Unfiltered Opinion, we take on a uniquely South African mystery: Why do security guards always seem to have unlimited airtime and data? YouTube · TikTok

10-29
38:29

[Audio Pod] Should SA Pursue Rare Earths, and Is FIFA WC26 Worth It

In our Useful Updates, we have rapid fire conversations covering several major updates in 60 seconds or less. We even time ourselves to ensure maximum accuracy. This week, we look at South Africa's Integrated Resource Plan, the great heist of French Jewels, and ⁨@Walmart⁩ finally coming to SA. For our Deep Dive, we throw ourselves into the world of rare earth elements. We unpack what all the hype is about, where the strategic benefits could lie and who the big players are at the moment. We also ask the most important question, "Should South Africa pursue this for its development as a nation". In our Make-It-Make-Sense segment, we try to make sense of some of the latest and bizarre news that has come to light. We share our thoughts on the pronouncement of the National Day of Remembrance in the US and spend time looking at the estimated costs of attending the 2026 FIFA World Cup. Finally, in our Unfiltered Opinion of the Week, Simon tells the story of how he was asked to leave one of London's most sacred places for expressing his own unfiltered opinions. YouTube · TikTok

10-21
37:42

[Full Show] Finding Simon's Sportscar, and Profiting from Politics

In our Useful Updates, we have rapid fire conversations covering several major updates in 60 seconds or less. We even time ourselves to ensure maximum accuracy. This week, we look at AMD's big gamble, the newest of new tariffs, and even a Nobel Prize "dedication". For our Deep Dive, we follow up our Ferrari conversation with a dive into the world of super sportscars. We attempt to find Simon the best sportscar for his budget and weigh up some key factors that sportscar enthusiasts might find important when making their purchases. In our Make-It-Make-Sense segment, we try to make sense of some of the latest and bizarre news that has come to light. We share our thoughts on the acquisition of EA Sports and how politics and Presidencies are being leveraged for profits. Finally, in our Unfiltered Opinion of the Week, we share our thoughts on possible the most expensive tea in South Africa. If you would like to see it for yourself, feel free to check out: https://www.theteachest.co.za/product/1837-black-tea-3/ YouTube · TikTok

10-16
54:11

[Full Show] How to Outperform the Property Market, and Covert Cargo

For our Useful Updates, we have rapid fire conversations covering several major updates in 60 seconds or less. We even time ourselves to ensure maximum accuracy. Everything from the new Cartier bracelet launched, to Vodacom looking to offer asset management services to South Africans, and the US shutdown's impact on market data. In our Deep Dive, we dive back into the world of alternative assets as we look to see which assets have outperformed the property market over the last 10 years and what that says about what people might be investing in at the moment. We find some interesting items on Luxity South Africa to add to our conversation. In our Make-It-Make-Sense segment, we try to make sense of some of the latest and bizarre news that has come to light. We share our thoughts on the IDC's decision to spend R8.5 billion and try to figure out just what secret cargo has been moving through the air of late in South Africa. Finally, in our Unfiltered Opinion of the Week, we share our thoughts on The Wealth Race Game, potentially the most infuriating game we have discovered. If you would like to see it for yourself, feel free to check it out: https://therichdont.work/results?playerWealth=470590&aiWealth=897929&playerCompound=137501&aiCompound=397929&difficulty=EASY&country=UK YouTube · TikTok

10-09
42:01

[Full Show] Who Should be Involved in Negotiating Trade Deals, and What is TechTember

We're back from some travel, and back with some good news! We make changes to our segments and introduce new segments. For our Useful Updates, we have rapid fire conversations covering several major updates in 60 seconds or less. We even time ourselves to ensure maximum accuracy. In our Deep Dive, we dive into the latest developments surrounding trade deal negotiations between South Africa and the US. we ask pertinent questions like "Who should be involved and consulted in the process of negotiating trade deals". Our Collaborator's Corner features a snippet of an interesting conversation around Harnessing the Power of Trading with our collaborative partner. We are also joined in studio by one of our close friends, tech specialist, Mudiwa Gavaza to take a closer look at the phenomenon of #TechTember. We unpack what all the fuss is about and some of the latest announcements in the world of tech. In our Make-It-Make-Sense segment, we try to make sense of some of the latest and bizarre scams that have come to light. We share our thoughts on how consumers can best protect themselves from being victims of these scams. Finally, in our Unfiltered Opinion of the Week, we share our thoughts on National Pride with some unique examples we have witnessed and look at what it takes to maintain a country's pride. YouTube · TikTok

10-03
01:08:52

[Full Show] US Tariffs Illegal, Minimum Wage in SA, and SARB buys PayShap

Market Matters This week, kick off the new month with a new outlook and new updates. We look at the latest decision from the US Appeals Court regarding tariffs, and review the results of the likes of Nvidia that were reporting last week. We also try to figure out what will happen in this week's NFP data out of the US. Deep Dive We dive into the Minimum Wages paid by JSE-listed companies and attempt to make sense of some of the potential driving factors that companies would consider in determining their minimum wages. We also compare some of the lowest earners in our economy with some of the highest and hope to make sense of the numbers. Investor Insights We share our thoughts on the South African Reserve Bank's latest decision to invest in the fintech space. We analyze this significant moment for the central bank and share our theories on why they may have taken this decision. We also update our Investor Wall with a very interesting choice of seasonal stock that has some bizarre reasoning to it. YouTube · TikTok

09-03
01:04:04

[Full Show] New WEF Chairs, Understanding Jackson Hole and Failing SA Banks

Market Matters This week, kick off the show with a few updates on matters we have previously covered, we reflect on the changes at the World Economic Forum, and we look back on the closure of a 120-year old South African company. We also look ahead to important local and international company data coming out this week. [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 unpack the Jackson Hole Symposium — the most-anticipated annual gathering of the US Federal Reserve. We make sense of the dynamics at play this year, as the question of "When will the US cut rates?" continues to weigh on investors. And we try wrap our heads around the bombshell announcement by Chair Jerome Powell on the policy shift.. Investor Insights We share our thoughts on "Why smaller banks in South Africa continue to fail". We look into the commonalities of failed banks and share our views on what needs to be done to keep these financial institutions from making the same mistakes. We also update a few stocks on our wall in light of recent information, and we wrap things up with our Unfiltered Opinion of the Week. YouTube · TikTok

08-28
48:40

[Full Show] Trump-Putin Tea Party, Maximizing TFSA and Reviewing BEE

Market Matters This week, we look back on the historic meeting between the Presidents of Russia and the US and deliberate the outcomes of the meeting. We also discuss what market sentiment may be pricing in at this stage. [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 investment vehicle that is a Tax-Free Savings Account (TFSA). We look at some very interesting calculations that put into perspective the opportunity of this investment instrument. And we explore the incentives and other benefits that could be leveraged in the long term. Investor Insights We weigh in on the ongoing conversation regarding South Africa's BEE policy and share our thoughts on its successes and pitfalls. We also update a few stocks on our wall in light of recent information, and we wrap things up with our Unfiltered Opinion of the Week. YouTube · TikTok

08-20
49:05

[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 into the South African economy. We look at innovative ways to unlock growth in the country's stagnant economy and unpack the positive impact a growing economy could have. We explore tax incentives, evergreen contracts and other benefits that could be leveraged. Investor Insights We look at ghost contracts entered into by the government and try make sense of where accountability and due diligence fit into the picture. And we wrap things up with our Unfiltered Opinion of the Week. YouTube · TikTok

08-13
44:14

[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 Grand Prix on African soil. We evaluate the event as an opportunity and tackle the funding problem of financing the licensing costs payable to the FIA and try identify where the public funds could come from. Investor Insights We look at old lease agreements that predate South Africa's democracy but still remain valid today. We also review our wall and wrap things up with our Unfiltered Opinion of the Week. YouTube · TikTok

08-05
53:34

[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 2025. We explore and unpack the potential implications of sanctions on individuals, as well as on the country as a whole. We discuss some potential mitigating factors and try make sense of it all. Investor Insights We look at the latest latest example of government inefficiency in spending and ponder on ways to address this ever-growing crisis. We also review our wall and wrap things up with our Unfiltered Opinion of the Week. YouTube · TikTok

07-30
01:02:22

[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 the three new crypto-related laws introduced in the United States and try to make sense of their implications. We also unpack the impact these laws could have on institutions like the US Federal Reserve and the global cryptocurrency landscape. Investor Insights We look at the latest developments in the efforts of the National Treasury of South Africa to pass the budgets of the various departments and the implications of not completing the process on time. We also review our wall and wrap things up with our Unfiltered Opinion of the Week. YouTube · TikTok

07-23
45:30

[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. Deep Dive We dive into the "Big Beautiful Bill" passed in the United States and try to make sense of its implications. We also debate some of the contradictions found in the legislation and attempt to conclude on the overall sense of the Bill. Investor Insights We look at the latest efforts by the Department of Home Affairs in South Africa to introduce new digital visa reforms into the country and the potential impact this would have on making the country more attractive and accessible. We also add a one-of-a-kind stock to our wall and wrap things up with our Unfiltered Opinion of the Week. YouTube · TikTok

07-17
01:00:29

[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 market decisions. Deep Dive We dive into the world of stokvels. We look at this powerful, yet seemingly underutilized investment tool and try to figure out what makes it so special. We also examine the significance of stokvels in modern times and how they have changed over the years. Investor Insights We look at the latest statements made by the nation's power utility provider on the world of crypto and unpack their proposed strategy for this unique market. We also add a forgotten stock to our wall and wrap things up with our Unfiltered Opinion of the Week. YouTube · TikTok

07-02
50:48

[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 to decipher how pet owners navigate this journey and the financial decisions associated with having pets. Investor Insights We look at the increase in the deepfake craze and how this phenomenon puts consumers and investors at risk. We share some of our experiences on impersonations and what to look out for in that regard. We also add a forgotten stock to our wall and wrap things up with our Unfiltered Opinion of the Week. YouTube · TikTok

06-27
53:41

[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 variations available, share some experiences with vehicles we have recently driven, and unpack the challenges that still exist for the adoption of these vehicles locally. Investor Insights We look at the increase in the number of warnings the FSCA is putting out to the public about the various financial offerings and services that have them concerned. We also add an interesting stock to our wall and wrap things up with our Unfiltered Opinion of the Week. Episode Guest(s): Nafisa Akabor, Founder of Recharged.co.za YouTube · TikTok

06-17
52:16

[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 the performance of the month of May, Deep Dive We dive into the fascinating world of funeral policies. We examine the role of funeral policy providers as regulated institutions and unpack the implications this would have on policy holders. We also look at the protections afforded to those dealing with regulated FSPs. Investor Insights We look at the latest delisting announcement on the JSE and reflect on whether or not the stock has returned any value to shareholders. We also add an unsuspecting stock to our wall and wrap things up with our Unfiltered Opinion of the Week. YouTube · TikTok

06-04
56:08

[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 the world of vehicle financing. We unpack the various forms of financing available to clients and some of the considerations of each one. We also share our thoughts on the alternatives that may exist for car financing and the potential implications of these. Investor Insights We look at the latest allegations made against the JSE by one of the listed entities trading on the exchange and the seriousness of these allegations. We also upgrade a stock to our wall and wrap things up with our Unfiltered Opinion of the Week. YouTube · TikTok

05-29
01:05:13

[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 into the world of gambling. We unpack gambling regulation in South Africa and around the world as well as look at advertising regulations related to the gambling industry. We share our thoughts on the rise of gambling and what companies and consumers could do about the phenomenon. Investor Insights [Partnership] We look ahead to the Finance Magnates Africa Summit taking place in Cape Town next week. We make a big announcement regarding our involvement in the event and what to look forward to for those attending the event. We also upgrade a stock to our wall and wrap things up with our Unfiltered Opinion of the Week. Episode Guest(s): Rob van Eyden, CEO of Scope Markets South Africa YouTube · TikTok

05-21
01:03:50

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