[Audio Pod] Do Valuations Matter, and Russian Oil is "Unbanned"

This 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