Shows
Allan Nyamutale, CFA PodcastShould Uganda’s Failing Government Bond Auctions Worry You?A poor farmer and his wife were overjoyed when their goose began laying golden eggs daily, bringing them increasing wealth. However, their greed grew, and the farmer, impatient for more riches, foolishly killed the goose, believing it held a treasure of gold inside. To his dismay, he found nothing special. In his greed, he lost the source of their daily fortune—learning a harsh lesson about the folly of impatience and the value of consistent blessings.Treasury bonds and bills are a reliable source of income and a true wealth-generating machine. In Uganda, however, this golden goose ha...2025-04-2551 min
Allan Nyamutale, CFA PodcastThe Business of AgricultureIn this podcast, Timothy Ahumuza and Cynthia Kizito, an economist and statistician, break down the agricultural value chain, shedding light on investment opportunities that go beyond simply buying land and growing crops. They explore the various stages of the value chain, from production and processing to distribution and trading, highlighting the capital requirements for each. The discussion underscores the interconnectedness of all players in the ecosystem, from small-scale farmers to large-scale traders and commodities exchange participants—showing how each is vital to the industry's success.The episode also introduces AFEX, a trading platform that allows individuals to in...2025-03-2542 min
Allan Nyamutale, CFA PodcastInvesting in Uganda’s Sports IndustryIn this podcast, Timothy Ahumuza sits down with Arnold Luima, co-founder of Vulkan Sports Arena (Link), to dive into the turf business in Uganda, the inspiring story behind Vulkan, and the powerful lessons of investing alongside others.Tune in for insights, inspiration, and the game-changing impact of teamwork! This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit allannyamutale.substack.com2025-03-1833 min
Allan Nyamutale, CFA PodcastOperating an effective SaccoHere is a link to Kakande Alex’s Introduction to Bonds - This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit allannyamutale.substack.com2025-03-1347 min
Allan Nyamutale, CFA PodcastPlaying a different game on the same fieldInvesting isn’t one-size-fits-all. What works for one person might not be right for another because financial goals, risk tolerance, and timelines differ. In this post, Allan Nyamutale and Timothy Ahumuza break down why it's crucial to understand why you're investing instead of just following the crowd.They explore how short-term price movements shouldn’t scare long-term investors why being a crucial consideration for the short-term investors, why seeking advice from investment professionals (rather than just sellers) is essential, and how different players in the market have different motivations.Read the full post here: Link 2025-03-1021 min
Allan Nyamutale, CFA PodcastHome biasIn this episode, Allan and Timothy explore why people often default to their home country or region when considering investment opportunities. They delve into alternative options beyond Uganda and discuss what investors should consider when looking internationally.Additionally, they break down the steps required to open a brokerage account for investing in the USA stock market. Here are the links to the brokerage firms:* Interactive Broker - Link* Chipper Cash - Link* Charlse Schwab - Link This is a public episode. If you would like to discuss this...2025-03-0533 min
Allan Nyamutale, CFA PodcastAre your savings safe in that SACCO?In this episode, Jeanne, Allan, and Timothy explore a recent post on X (formerly Twitter) about SACCO members bearing the cost of fraud committed by some leaders. They discuss key takeaways from the situation and share insights on how members can assess the safety of their savings.This is the Link to the X post. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit allannyamutale.substack.com2025-03-0337 min
Allan Nyamutale, CFA PodcastMastering Liquidity This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit allannyamutale.substack.com2025-02-1832 min
Allan Nyamutale, CFA PodcastSlow is Smooth and Smooth is Fast This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit allannyamutale.substack.com2025-02-1338 min
Allan Nyamutale, CFA PodcastWHY COMPOUNDING DOES NOT WORK This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit allannyamutale.substack.com2025-02-0236 min
Allan Nyamutale, CFA PodcastUGANDA'S EXCHANGE RATE This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit allannyamutale.substack.com2025-02-0231 min
Allan Nyamutale, CFA PodcastDIVERSIFICATION VS THE RETURN - WHICH IS MORE IMPORTANT This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit allannyamutale.substack.com2025-02-0230 min
Allan Nyamutale, CFA PodcastBACK TO THE BASICS - BUDGETING This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit allannyamutale.substack.com2025-02-0247 min
Kakande's Investments PodcastWhy are loan rates & mortgage rates so Expensive in Uganda?“we are now looking at interest rates that are as high as 18% on salary loans, business loans as high as 18%. You look at asset financing, We are looking at almost 20% for asset financing. When it comes to trade financing, and trade financing for business people who are importing things from different countries and bringing them to Uganda, importers. they are spending as high as 20% annualized on such a loans before they talk about taxes,”Friends,I would want to send my sincere thanks to all the panelists, the team from Blacklight Inve...2024-06-182h 56
Kakande's Investments PodcastImpact of Uganda's Credit rating downgrade from B2 Negative to B3 stable.In this compelling conversation, Jean Akol hosts a segment of the BLA conversation focused on the capital markets in Uganda to discuss the impact of the recent Moody’s downgrade of Uganda’s Credit ratings from B2 Negative to B3 stable. He is joined by a panel of knowledgeable guests, including Allan Nyamutale, Timothy Ahumuza, Alex Kakande, with a special appearance by David Ochen. The discussion centers on a recent event where Moody's Ratings agency downgraded Uganda's government issuer ratings from B2 to B3 and altered the outlook to stable from negative. The panel aims to c...2024-05-281h 42
Kakande's Investments PodcastChasing the Ugandan Dream: Aligning Finance with Aspirations for Middle-Income FamiliesAlex Kakande, Jean Akol & Allan NyamutaleIn the podcast, Kakande Alex and Jean Akol discuss the concept of the Ugandan dream in a financial and management context. Alex posits that the Ugandan dream should be contextualized to include owning a decent house, being able to afford one's kids' school fees, and having a comfortable leisure lifestyle that matches one's earnings.Jean Akol notes that an individual's dreams, lifestyle, and inequality should drive their asset allocation, emphasizing the diversity, particularly within the middle-income bracket. The cost of education, transportation, housing, and entertainment can vary...2024-03-1340 min
Kakande's Investments PodcastExploring the Intricacies of Real Estate as an Asset Class: A Deep Dive into Investments and SubclassesBy Jean Akol and Allan NyamutaleIn the podcast episode, we have Jean Akol and Allan Nyamutale as they discuss real estate as an asset class, the risks, return characteristics, and its integration into an individual's investment portfolio. They reveal that there are over 36 sub-asset classes in real estate for potential investment, each potentially affected by different economic dynamics. They provide an example of how the location and tenant demographics of rental properties can change its categorization as a sub-asset class.The go in detail and note that real estate differs from other...2024-03-1210 min