Allan Nyamutale, CFA Podcast

Allan Nyamutale, CFA
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Exploring the psychology behind Investments: where human behavior meets the logic of markets and beyond. allannyamutale.substack.com

  1. Should Uganda’s Failing Government Bond Auctions Worry You?

    04/25/2025

    Should 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 has been mishandled by leadership. Large sums of borrowed money have been used to fuel corruption and the misappropriation of public funds. This, along with other macroeconomic factors, plays a critical role in how investors perceive the country’s creditworthiness. The rising yields in the bond market—despite high demand—reflect these concerns. In this podcast Timothy Ahumuza and Allan Nyamutale sit down to unpack the signals these failed auctions are sending, and what they mean for investors navigating Uganda’s bond market. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit allannyamutale.substack.com

    52 min
  2. The Business of Agriculture

    03/25/2025

    The Business of Agriculture

    In 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 invest in Africa’s commodities market, providing a gateway to agriculture as an asset class. Whether you're an investor, entrepreneur, or simply curious about agribusiness, this conversation will help you uncover the wealth of opportunities in the sector. Listen to understand the opportunities that await you. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit allannyamutale.substack.com

    42 min
  3. Investing in Uganda’s Sports Industry

    03/18/2025

    Investing in Uganda’s Sports Industry

    In 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.com

    33 min

  4. 03/13/2025

    Operating an effective Sacco

    Here 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.com

    48 min
  5. Playing a different game on the same field

    03/10/2025

    Playing a different game on the same field

    Investing 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 This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit allannyamutale.substack.com

    22 min
  6. Home bias

    03/05/2025

    Home bias

    In 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 with other subscribers or get access to bonus episodes, visit allannyamutale.substack.com

    34 min
  7. Are your savings safe in that SACCO?

    03/03/2025

    Are 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.com

    37 min
  8. Mastering Liquidity

    02/18/2025

    Mastering 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.com

    33 min
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Exploring the psychology behind Investments: where human behavior meets the logic of markets and beyond. allannyamutale.substack.com

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