As a sequel to episode 69, we chat with Mr Damilare Asimiyu (Head, Investment Research, Afrinvest West Africa) once again about the changing landscape in the brewing industry.

He passionately describes an investment thesis that showcases both the vast opportunities and the headwinds facing the industry at present.

We also discuss how 2022 was a breakout year for the brewers and how 2023 has proven to be a different kettle of fish. He also advices the retail investors on how to strategically profit from the brewers in this season.

After a brief hiatus, we are back on the podcast with this conversation with Mr. Arnold Dublin-Green (Chief Investment Officer, Cordros Asset Management).

We discuss the trends that led to the decade where fixed income outperforming equities, equities staging a comeback at present and possible future changes in the balance between fixed income vs Equities investing.

He describes how he would structure his personal portfolio should he be in the shoes of retail investors and which sector/ industry stands to benefit from these changes.

This was an exciting conversation which I thoroughly enjoyed and hope retail investors learn as much as I did from it.

Thanks.

In this episode, an industry giant, in the person of Alhaji Kasimu Garba Kurfi (MD/ CEO, APT securities limited), graces the podcast.

We discuss his humble introduction to the world of investing, how he and his team has grown the company into the behemoth that it has become, how this can be replicated by others and what retail investors need to know/ do to navigate the markets profitably.

We hope that retail investors and institutional investors/ organisations glean from the timeless wisdom shared in this episode to improve their investing and grow their organisations respectively.

Thanks for listening and sharing. Special thanks to all our listeners that sent in questions.

Are there opportunities to support and profit from the Agricultural sector in Nigeria without actually needing to set foot in a farm?

This week on the podcast, we chat with Mr Stephen Taiwo (Investment Analyst, AFEX) and Mr Friday Okwori (Wealth Manager, AFEX). Our conversation ranges from the agricultural value chain in Nigeria, production and storage of grains, why investors need to include agricultural commodities in their portfolio and how AFEX, via their ComX platform, facilitates all the above. We also discuss the risks in trading agricultural commodities.

We hope this conversation enlightens retail investors about the opportunities in the agricultural commodities space.

Dr. Olumide Emmanuel (best selling author, pastor, mentor, wealth creation expert and real estate investor) is our guest on the Value Nigeria Podcast this week.

We try to distil over 30 years of experience into a 50 minute conversation. We discuss what wealth is, identifying where you are & where you want to be, how to get to your financial destination, sustaining generational wealth and why real estate should be part of every investors portfolio.

I thoroughly learnt a lot from this episode and I hope you do as well. Kindly share with your friends and family.

Twitter: @olumidemmanuel

Website: www.olumideemmanuel.org

Thanks for listening.

Mr Fisayo Durojaye spent over 6 years in various roles in traditional finance such as research analyst at firms such as CAO Partners and Afrinvest West Africa before branching out into venture capital and early stage investing.

On the podcast today, he shares the journey of his entrance into finance and transition into venture capital. He also gives valuable insight into the world of venture and skills investors will need to survive in that space such as a long term view and ability to take losses. Most importantly, he speaks openly about how retail investors interested in venture capital investing can access deals in that space.

I hope our conversation debunks the myth that there is easy money to be made in venture. Enjoy the conversation.

This week on the podcast, we chat with Mr Tope Omosuyi (Investment strategist and portfolio manager, Afrinvest West Africa) about Interest rates, Monetary Policy Rate (MPR) and everything that goes along with it.

Our guest is passionate about investment education and he brings this passion to bear throughout the conversation. Key terms such as the asymmetric corridor, cash reserve requirement and liquidity ratio were also clearly explained by him. I thoroughly enjoyed this conversation as it helped me understand these key economic terms.

You can reach out to our guest on Twitter via @Tope_Omosuyi and on LinkedIn by searching for Omosuyi Temitope.

Thanks for listening.

This week on the podcast, our guest is Mr Abdullateef Grillo (Investment Research Associate, Meristem Nigeria). We discuss the telecommunication sector in Nigeria and its listed players - MTN Nigeria and Airtel Africa. We discuss how far the industry has come and the future prospects.

We discuss the importance of data vs voice, entrance of competition in the form of Elon Musks Starlink, mobile money/ Payment service bank licence and specific factors affecting each individual company.

I hope you find the conversation as enlightening as I did.

Thanks for listening.