Insider Exchange

• [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.

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• [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.

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• [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.

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• [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.

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• [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.

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