theinformalinvestor

Emerging and Frontier Markets Multi-Asset Fund Manager

[theinformalinvestor @theinformalinvs]

Slowly waking up to the fact that Africa is mostly an informal economy, the rest is noise to 20%…

[SBM Intelligence @sbmintelligence]

The SBM #JollofIndex: a decade of rising costs: #Nigeria's jollof pot has surged 624% since 2016. #Ghana's is next. 🇳🇬🇬🇭🍛

Read how households are coping.

https://t.co/vGyOjEfV0c

[Chxta @Chxta]

One of the proudest moments of this year's @SBMIntelligence TYA was getting @theinformalinvs to write the guest piece.

Proof that the investor community in #Nigeria is FINALLY beginning to take geopolitical risk seriously...

[Tunji Andrews @TunjiAndrews]

I’ve always thought of how being grown with my boys would look like and this promo clip of Drinks and Mics Season 2 EP 10 just captures it.

🥃Cheers to all the grown and sexy people out there living it up.

Episode drops Friday at 5pm on YouTube

[Ugodre @ugodre]

Season 1 of our @Nairametrics Podcast Drinks N Mics ends today.

It’s been an incredible journey across 30 episodes of unfiltered conversations, hot takes, and smart minds coming together.

To mark the end, we decided to go out in style with a live audience at an exclusive venue. It was the perfect crescendo to a season filled with insight, laughter, and hard truths.

Special thanks to my co-hosts Tunji, Arnold, and Dele, and to all the brilliant guests who joined us and made the show what it is.

Season 2 promises to be even bolder, sharper, and more instructive.

Video is up 6pm on Nairametrics TV on YouTube.

[Tunji Andrews @TunjiAndrews]

Drinks and Mics, EP 27
Dropping today at 6pm on the @Nairametrics YouTube channel

Let’s go!!!

[theinformalinvestor @theinformalinvs]

Spoke with @CGTNOfficial at the West Africa Business Forum 2025.

Regional integration isn’t just about politics—it’s about shared infrastructure, trade, and energy.

The future? Pragmatic cooperation over fractured alliances.
#WABF2025 #WestAfrica #ECOWAS #RegionalIntegration

[theinformalinvestor @theinformalinvs]

30 years of Carry Trade needs reversing…

[Russell Clark @rampagingruss]

THE ONLY TRULY SAFE HAVEN ASSET IS AN ASSET THAT NO ONE OWNS https://t.co/FB6yGuqQ0a

[theinformalinvestor @theinformalinvs]

Before borders were drawn, Africa traded with itself.
Hausa traders bought gold and kola nuts from the Gold Coast, salt from the Sahara.

What went wrong?

Drinks & Mics E16

@TunjiAndrews @ugodre @Nairametrics

https://t.co/1XES3bGn04

#AfCFTA #DrinksAndMics #AfricanTrade

[theinformalinvestor @theinformalinvs]

Not every market crash is driven by fundamentals.
Sometimes it’s systemic—margin calls, clearinghouse models misfiring, volatility spikes. The system feeds on itself.

Check out the full episode with @ugodre @TunjiAndrews

https://t.co/o2piNknrF2

[theinformalinvestor @theinformalinvs]

Gold above $3,000.
US Treasuries rallying.
Bunds and JGBs back in play.
Classic recession trade setup...

Shared thoughts on @ARISEtv with @Rotankwot margin calls, de-dollarisation, and central bank gold buying.

https://t.co/EdPJMrnurt

[Rotus @Rotankwot]

Where can one invest amid the Global Market turmoil? ⁦@CordrosCapital⁩ ⁦@CordrosResearch⁩ Chief Investment Officer @theinformalinvs joins us on ⁦@ARISEtv⁩ at 11am to discuss

[theinformalinvestor @theinformalinvs]

I’ll be on @ARISEtv at 11am today discussing:
“Monday Market Meltdown; Where to Take Cover.”

Markets are jittery—tight liquidity, FX stress, and geopolitics.
Where should investors hide?
Let’s talk signals, positioning, and protection.
#Investing #Nigeria #AriseNews

[Tunji Andrews @TunjiAndrews]

For whatever growth aspirations Nigeria has, the oil and gas industry will play a critical role, even just from a revenue basis.

I might be naive but the change of guard at the NNPC could spark the change we need but I’m not holding my breath

Drinks and mics EP 15

https://t.co/9D8Hlq5nSl

[theinformalinvestor @theinformalinvs]

Central banks are doubling their gold purchases.
It’s not just about inflation—it’s about trust, sovereignty, and a changing world order.

We break it down on the latest episode of Drinks and Mics with @ugodre @TunjiAndrews
Watch the clip. Click the link

https://t.co/VD03csdsfa

[Nairametrics @Nairametrics]

"Nigeria is vulnerable… and what’s even scarier is that no one is talking about it" 😳🎤🍹

Watch this eye-opening conversation explaining why it is easy to topple Nigeria. Are we ignoring the warning signs?

Link,👇 https://t.co/Hxy3epQ5R7

[theinformalinvestor @theinformalinvs]

Spoke on @ARISEtv’s Global Business Report with @Rotankwot — covered oil prices, Nigeria’s bond outlook, NNPC’s $21.5bn forward sale programme & the case for African assets.
Markets are noisy. But the signals are there — if you’re listening.

[theinformalinvestor @theinformalinvs]

@ipNXTweet @IpnxSupport You haven’t resolved anything…you’re still terrible with terrible service.

[theinformalinvestor @theinformalinvs]

On Drinks & Mics with we discuss the hard truth about why Africa still needs aid. This isn’t about dependency—it’s about facing the reality that we haven’t built systems that take care of our own.

Watch. Reflect. Engage.
#Africa #Development #Leadership

https://t.co/TJQ5ilwPNo

[Tunji Andrews @TunjiAndrews]

Inflation is on a downward trajectory in Nigeria. Note that prices don’t have to drop for this to happen, they just need not rise and with no significant shocks to food or distribution, it won’t. We’ve also chosen a mountain top as base year, so the roll down begins.

I could see 8.5% early next year

Drinks and Mics EP 13

https://t.co/O4QUvk0Uyf