Insider Exchange, a new weekly video and audio podcast with Jimmy Moyaha, Nicolette Mashile and Simon Brown. This week the GNU, banks, load shedding and more.

Thursday is 100 days of no load shedding, who are the big winners? A look at Tesla as production slips again, but not the end of the world. mr Price holds it’s dividend and FOMC rate cut only in November?

Trading index futures on Safex; ALSI and ALMI. MultiChoice mis-priced and waiting on the GNU cabinet, we check in on our preferred stocks to see how they’re doing.

The market response to the GNU was swift and massive up over 3.5% on Tuesday. But can it hold and what about a strong rand ? Simon has ideas, he also looks at the RSA Retail Savings Bond potential lower rates for July and local inflation.

US inflation cools, but FOMC not changing. Foschini good results boost sector, Spar better but SAP still an issue. Renergen gets some helium. Contemporary Amperex Technology Co., Limited an interesting Chinese battery maker and Rand moving stronger.

The two-pot pension system has arrived and we’ve got al the details. OPEC+ crashes oil, coalition talks on-going. Rainbow returns to the JSE after 17 years and nasty Q1 GDP.

Woolies clothing horror update while Pepkor Fintech cleans up. Zeda surprises with a dividend and central banks are meeting on mass over the next few weeks, but only one is likely to cut rates.

Strong Nvidia results and a stock split coming. Comparing home builders and vehicle sellers on the JSE. Richemont best luxury, rate cuts in September & November? Directors selling, Pick n Pay has a plan and Anglo America rejects a third BHP Group offer.

Anglo American has a plan to beat off BHP Group, but will it work? Good results from Calgro M3 & Raubex and local market just off all time highs. NHI fears and more US tariffs on China.

Local small caps are cheap, very cheap. But are they value or a value trap? Simon has a look and also looks into the Rand as it holds on ahead of elections, Amazon arrives in SA, trouble for local retailers?