Chasing The Bag with Bade & Biyi

Chasing The Bag
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Join Bade (@mroyebade) and Biyi (@biyimomoh) as they talk business, investing, Africa and everything in between.

  1. 3d ago

    NGX Growth, Dangote and Otedola Strategies, US-Iran War and Nigeria, Curious State of AI Investments

    In this episode, Bade & Biyi explore Nigeria's stock market surge, the influence of Dangote and Otedola, global oil dynamics, and the impact of AI investments and bubbles. They analyse recent policy decisions, geopolitical tensions, and the future of African markets.Chapters00:00 Introduction and episode overview2:10 Nigeria's stock market performance and recent reforms10:25 Otedola's First HoldCo15:45 Dangote's IPO and Rabiu's Strategy 24:30 Nigeria's monetary policy and central bank decisions28:34 Global oil crisis, US-Iran War & Impact on Nigeria36:34 AI sector valuations, IPOs, and bubble concerns45:33 Leopold Aschenbrenner - Situational Awareness

  2. Feb 27

    AI Rivalries, Safety Worries, and Africa in a Changing World Order

    Bade & Biyi explore the latest developments in AI, the rivalry between major AI labs, and the geopolitical implications of AI advancements. They also discuss industry shifts, safety concerns, and opportunities for Africa in the AI era.Chapters00:00 Introduction03:39 AI Industry Rivalry: OpenAI and Anthropic14:33 Safety in AI: Anthropic vs OpenAI20:09 Autonomous AI Agents and Their Risks27:22 AI and the Future of Knowledge Work30:03 Regulatory Challenges and Local Context in AI Development35:19 Democratization of AI and Its Global Impact40:42 Geopolitical Shifts and the New World Order42:48 Africa's Role in the Changing Global Power Dynamics

  3. Feb 2

    Yousif Yahya: Entrepreneurship in Sudan, Savannah Labs, YC, Ventures Capital in Africa, Governance

    Read Yousif's/Savannah Innovation Lab's article on the World Economic Forum website: https://www.weforum.org/stories/2026/01/digital-identity-platform-sudan-recovery/ Chapters 00:00 Introduction 08:44 Motivating Others and Building Teams 12:26 Personal and Presidential Aspirations 20:33 Reflecting on the Journey 21:13 Founding Savannah Innovation Labs 27:34 Unlocking the Entrepreneurial Ecosystem 35:19 Youth and Women in Entrepreneurship 38:13 The Role of Governance in Startups 43:31 Transitioning to Venture Capital 50:03 Investment Landscape in Sudan 52:18 Challenges in Fundraising and Business Development 54:37 The Importance of Cash Flow Positive Businesses 57:47 Policy Changes Needed for Entrepreneurial Growth 01:04:44 Rapid Fire and Closing Thoughts

  4. Jan 16

    Predictions for Nigeria in 2026: Promising Sectors, Billionaires and Energy Deals

    In this part of the prediction show, Bade and Biyi analyze recent energy deals and give their outlook on Nigeria in 2026.Chapters:0:00:00 - NGX and Promising Sectors for 20260:08:57 - Possible Impact of the Election Year0:11:19 - Tony Elumelu/Heirs Energy Seplat deal0:19:20 - Dangote Refinery listing#energy #nigeria #prediction #tonyelumelu #dangoterefinery #lagos #investing #stockmarket #ngx #election #billionaire #energydeals #podcast #money #finance

  5. Jan 12

    2026 Resolutions and Predictions: New Tech and AI Adoption, Stock Market Outlook

    Bade and Biyi begin the year with their resolutions, predictions and outlook for 2026. They discuss AI avatars in marketing, Google's recent rally powered by Gemini, what they see in the AI investing space, humanoid robots and quantum computing in 2026 and their favourite topic – investing.Chapters0:00:00 - Intro0:03:35 - Interesting finds (AI Avatars and Google AI Labs)0:09:34 - New Year's Resolutions0:21:21 - Predictions for AI0:32:35 - Predictions for General Tech (Humanoids and Quantum)0:37:44 - Predictions for Stock in 2026 0:42:21 - S&P 500 Tech Concentration#ai #marketing #google #googlelabs #tech #investing #newyear #predictions #ces #humanoidrobot #quantum #nigeria

  6. 11/07/2025

    AI and The Future of Everything, Data Center Opportunities in Africa, Louvre Theft

    SummaryIn this episode of the Chasing the Bag podcast, Bade and Biyi discuss various topics ranging from their experiences in business school to the impact of AI on the future of work. They delve into the recent layoffs in tech, the role of AI in education, and the valuation of AI companies. The conversation also touches on energy waste in Nigeria, concluding with a cultural reflection on art theft and its implications.Chapters00:00 Intro and Podcast Updates02:27 Navigating Business School Life05:49 AI and Amazon Layoffs09:43 AI's Role in the Future of Work11:52 Apple Siri and Anthropic Claude15:44 The Future of AI and Robotics16:19 Generative AI in Retail Investing18:53 The Valuation of AI Companies22:20 AI in Education and Learning21:48 Energy and Data Centers in Nigeria27:32 AI use in Retail Investing36:18 Data Center Opportunities in Nigeria41:01 Louvre Heist#ai #data #datacenter #amazon #nigeria #louvre #investing #money

  7. 10/14/2025

    Getting MBAs at Oxford and Yale, Gold at $4k, AI, and Investing in Nigeria

    Bade and Biyi highlight their experience getting MBAs at Yale SOM and Oxford SBS respectively; they discuss the reasons behind the recent Gold rush and why you might want to invest; the present and future of AI - OpenAI, Nvidia & AMD and Diella, the Albanian AI minister; Dangote refinery issues and Bayo Ogunlesi/BlackRock/GIP possible infrastructure investing in Nigeria.#ai #mba #investing #gold #infrastructure #nigeria #podcast Chapters00:00 Intro - We are back!03:04 Life Changes: Moving to Oxford06:02 The Oxford and Yale Experience11:56 Entrepreneurial Mindset and Environment14:51 Gold Prices at $4k15:06 Navigating Economic Uncertainty20:07 The Rise of Gold as a Safe Haven25:08 SORA & the AI Revolution30:00 Investing in the Future: NVIDIA and OpenAI32:41 The AI Wave and Its Implications35:38 Investing in Nigeria: Bayo Ogunlesi and DangoteKeywordspodcast, MBA, Oxford, Yale, networking, entrepreneurship, gold prices, AI, education, life updates, personal growth, AI, technology, investment, Nigeria, infrastructure, creativity, market valuation, disruption, economy, future of work

  8. 06/05/2025

    CBEX, Investment Red Flags and Surviving Inflation in 2025 Nigeria

    The podcast returns with Bade and Biyi answering your questions from the last episode, breaking down CBEX and Ponzi schemes, and discussing inflation survival for everyday Nigerians.Chapters:00:00 Welcome Back and Personal Updates01:46 Understanding DCA and Market Volatility05:35 New Segment: Interesting Finds11:05 The CBEX Scheme and Financial Literacy18:14 Lessons from the CBEX Experience20:29 Investment Schemes and Red Flags24:57 Risk Taking in Investments29:18 The Impact of Inflation on Daily Life36:19 Strategies for Financial Survival39:57 Conclusion and Final Thoughts

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Join Bade (@mroyebade) and Biyi (@biyimomoh) as they talk business, investing, Africa and everything in between.

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