Podcast
Insider Exchange
Hosted by Thuto Media · EN
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.
13episodes
Episodes
Newest firstAll episodes
[Audio Pod] Degrees, Debt & The Education Reality Check
3w ago00:40:13Tap to summarizeThis week on Insider Exchange, Jimmy Moyaha talks Mother’s Day gifting while Simon Brown reveals the ultimate loophole for couples: coffee shops. Empty, peaceful, no queues — while everyone else battles packed restaurants and breakfast-in-bed logistics. The guys also quote comedian Ali Siddiq, who argues Father’s Day ranks somewhere below Arbor Day in importance. In Useful Updates, we unpack the collapse of the African Bank deal, tensions between the Governor and the US, failed BRT systems, SAPA’s concerns around chicken imports, DisChem’s new Health Hub concept, growing estate disputes through CSOS, South Africa’s top business school rankings, updates to the PVoC programme, and LIV Golf losing PIF support. In the Deep Dive, we ask a difficult question: is the true cost of education still worth it? Beyond tuition fees, we unpack hidden costs, debt burdens, opportunity costs, and whether the traditional “degree = success” formula still holds in today’s economy. In Make-It-Make-Sense, we follow the money through food trailer impoundments, a TikTok warehouse raid, and claims that Eskom may be making life harder for EV adoption. We close with an Unfiltered Opinion on wrestling speed dating in Brooklyn, New York — a concept so chaotic that Simon can barely process it, while Jimmy struggles to understand how wrestling became a first-date activity. YouTube · TikTok
Transcribe →[Audio Pod] Can Anyone Run an Airline, and Trump Gold Cards Sold
May 600:44:25Tap to summarizeThis week on Insider Exchange, we’re back after a run of public holidays and travel. Jimmy returns from China’s auto show with gifts in hand — including a pair of “Macron glasses” for Simon, who chose the beach over the trip. Balance. In Useful Updates, we unpack Spirit Airlines shutting down, the UAE exiting OPEC, renewed rate hike pressure, evolving crypto regulation, the rise of spam marketers, Beyers’ liquidation, updates to the PVoC programme, and the Bank of Japan buying $35bn worth of yen. In the Deep Dive, we ask a deceptively simple question: can anyone run an airline? We break down the real costs, operational complexity, thin margins, and whether the airline business is actually profitable — or just looks glamorous from the outside. In Make-It-Make-Sense, we look at Trump’s gold cards and how many have actually been sold, petrol prices in Iran, and what it really costs to attend the Met Gala. We close with an Unfiltered Opinion as Simon takes aim at Ferrari and Lewis Hamilton after Miami — a performance he clearly feels fell well short of expectations. YouTube · TikTok
Transcribe →[Audio Pod] Why Companies Rebrand, and How Much Cash Is Too Much
Apr 200:42:06Tap to summarizeThis week on Insider Exchange, we kick off with the new national soccer kit and we’re all in. The boys love it, the country seems to love it, and we make a serious case for the away kit becoming the home kit. Also, Standard Bank… if you’re listening, we wouldn’t say no to a couple of jerseys. In Useful Updates, we unpack talk of US technical insolvency, the World Cup countdown ramping up, Switzerland’s shifting stance on neutrality, Fourways Mall’s turnaround story, Trump’s latest moves involving Saudi Arabia, major banks hedging private credit exposure, Mantashe’s assurances on supply, and Lesotho pushing for more in water negotiations. In the Deep Dive, we explore what really goes into a rebrand — from legacy institutions to modern challengers. Why companies do it, what it costs, what can go wrong, and what it takes to actually pull one off successfully. In Make-It-Make-Sense, we follow the money through R11M in ATM deposits, an R18M money counter, and a Kit Kat heist involving 400,000 bars. We close with an Unfiltered Opinion on fuel stockpiling limits in South Africa and what the 200-litre rule actually says about risk, regulation, and preparedness. YouTube · TikTok
Transcribe →[Audio Pod] Fuel Rationing Looms in SA and Iran too is "Unbanned"
Mar 2500:45:04Tap to summarizeThis week on Insider Exchange, we kick things off with a tale from Simon Brown, who'll now be referred to as street fighter or Mr Miyagi explaining why LIV Golf didn’t quite live up to the hype. Somehow this turns into stories of kung fu days, Springbok karate colours, bar fights at Stags Head in Cape Town… and a robber who had a very bad day. In Useful Updates, we unpack the Unisa Airport conversation, the latest SARB rate decision, rising tension around Iran and the Suez Canal, a surprise Chuck Norris headline, SARS going international, a Showmax investigation, whether gold is finally a buy, and the slow fade of the A380. In the Deep Dive, we tackle a serious question: could South Africa face fuel rationing? We explore what a tipping point might look like, how other countries prepare for supply shocks, and the real-world implications from work-from-home shifts to restricted driving days and sector-wide disruptions. In Make-It-Make-Sense, we work through Iran sanctions potentially being lifted, a Lion King lawsuit making waves, and yet another case of hundreds of millions going missing. We close with an Unfiltered Opinion on the dumbest financial decisions we’ve ever made. Simon takes the lead with a classic a R20K investment into Brainware that, after 16 years, returned a dissapointing cheque. YouTube · TikTok
Transcribe →[Audio Pod] Do Valuations Matter, and Russian Oil is "Unbanned"
Mar 1800:35:00Tap to summarizeThis week on Insider Exchange, we kick off with a quick Chinese Grand Prix catch-up as Ferrari lands on the podium. Simon’s cautiously optimistic — maybe this season has something in it after all. In Useful Updates, we unpack Honda’s $70bn loss headline, the possible liquidation of SAPO, South Africa’s latest tariff struggles, Kenny Fihla’s signing bonus, a new Joburg mayor loading, fresh US and SA economic data, oil reserves being released, and LNG risk developments around TSM. In the Deep Dive, we ask a question markets are quietly forcing on everyone: do valuations even matter anymore? With stocks moving on sentiment, policy, and momentum, we break down whether fundamentals still anchor prices — or if something else is driving the game. In Make-It-Make-Sense, we work through headlines around Pam Bondi, Russian oil flows, the Tammy Taylor Viljoens story, and Trump’s latest licensing threats. We close with an Unfiltered Opinion that starts in Thailand and ends… somewhere unexpected. A bizarre “husband rental contract” story sparks a side-hustle idea, and somehow Jimmy ends up being “listed” — with Simon ready to take a 7% cut. YouTube · TikTok
Transcribe →[Audio Pod] Budget Speech Realities, and R700M NSFAS Laziness
Mar 800:42:42Tap to summarizeThis week on Insider Exchange, we start with a Durban mystery. Walking along the beachfront you’ll notice a strange brown line slicing through the ocean water. Jimmy asks our resident Durbanite, Simon, what’s actually going on there and the explanation is more interesting than you might think. In Useful Updates, we cover rising Iran invasion tensions, Paramount unexpectedly beating Netflix, South African smelters securing an even better electricity deal, the sudden exit of the PIC’s CIO, developments around online gambling regulation, Ekapa’s diamond developments with Botswana, Vukile Property Fund doubling down in Spain, and why the market still punished Nvidia despite incredible results. In the Deep Dive, we break down South Africa’s latest national Budget Speech. What government is prioritizing, where the money is really going, and what it means for growth, debt and the ordinary South African. In Make-It-Make-Sense, we look at the Maponya "billion" drama, the NSFAS R700 million “laziness” scandal, and the South African Army’s R50 million issue. We close with an Unfiltered Opinion: have you ever been catfished by food? When marketing departments write visual cheques the kitchen can’t cash, are consumers just dealing with clever advertising or something closer to a scam? YouTube · TikTok
Transcribe →[Audio Pod] AI vs Humans: Are We Ready, and R100bn in Revenues Lost
Feb 1900:36:55Tap to summarizeThis 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, we unpack Tongaat’s official liquidation, Mercedes-Benz facing headwinds, key moments from SONA, Seedance 2.0 developments, South32 and the Mozal smelter, Banque Pictet moves, China opening further into Africa, and what South Africa’s bond yields are signalling. In the Deep Dive, we step into Artificial Intelligence — the rapid advancements, real corporate adoption, and practical use cases from tools like Seedance and Suno. We ask the bigger question: as AI becomes embedded in business models, is there still durable space for humans in the value chain? In Make-It-Make-Sense, we follow the money through a R100bn market story, the rise of AI karaoke, and growing concerns around WhatsApp tracking. We wrap with an Unfiltered Opinion on gym memberships — have they become overpriced relics, or do they still offer real value in 2026? YouTube · TikTok
Transcribe →[Audio Pod] Business of the Super Bowl, and Trump's Board of Peace
Feb 1200:46:05Tap to summarizeThis 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 share conversations, SAA returning to profit, Mining Indaba underway, fresh economic data, the FCA publishing trading data, Afreximbank developments, Hyprop’s continued exit from Joburg, and gold quietly climbing back above $5,000. In the Deep Dive, we unpack the Super Bowl business model how the biggest game in sport is really one of the most powerful commercial machines on the planet. In Make-It-Make-Sense, we talk blue cars making a comeback, Trump launching what looks like his own version of the UN, and the MrBeast puzzle economy. We wrap with an Unfiltered Opinion as Simon, who used to work in restaurants, shares how to actually win Valentine’s Day. Hint: it’s probably not that overbooked, overpriced restaurant. YouTube · TikTok
Transcribe →[Audio Pod] Commodity Crash Mayhem & Making Sense of the Madness
Feb 500:41:08Tap to summarizeThis 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 pushing toward $5,600, Canal+ entering the streaming chat, and 140 years of Mercedes-Benz. In the Deep Dive, we ask the uncomfortable question: do markets actually make sense? We break down crashes, price moves, sentiment shifts, and why logic often disappears when volatility takes over. In Make-It-Make-Sense, we follow the money through the Great Wall of Cape Town and its R115 million price tag, a Khaby Lame deal that raises eyebrows, and a R1 million Citi Golf that somehow found a buyer. We wrap with an Unfiltered Opinion that gets personal. Jimmy puts Simon — the number one Nicki Minaj stan — on the spot about her political turn. The conclusion? Sometimes separating the art from the artist gets… complicated. Piracy briefly enters the discussion. YouTube · TikTok
Transcribe →[Audio Pod] What 2026 Holds for Markets and Selling Cape Town Air
Jan 3000:41:32Tap to summarizeWe'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 Formula 1. In our Deep Dive, our focus shifts to the 2026 outlook — what the current data, policy decisions, and capital flows suggest about the next phase for markets, currencies, and investors. In Make-It-Make-Sense, we try follow the money through some of the week’s stranger headlines, from Greenland’s eye-watering price tag and tariff logic, to Cape Town airspace being up for sale, and a curious Nobel “gift” tied to Norway. Lastly, in our Unfiltered Opinion, we tackle a question many quietly wonder about: what actually happens if you leave the country owing a bank a large sum? Hypothetical, of course — though Malta does briefly enter the chat. YouTube · TikTok
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