Best Rob Francois Podcasts (2025)

1
Jeremy Grantham, John Arnold & Sam Zell Share Their Most Memorable Investments | #581 19:54

4h ago19:54

19:54

Today’s episode features the most memorable investments from Jeremy Grantham, John Arnold and Sam Zell. (0:00) Starts (0:53) Jeremy Grantham (5:25) John Arnold (8:24) Sam Zell To listen to the full episodes, click the links below: Jeremy Grantham I: Apple, Spotify, YouTube Jeremy Grantham II: Apple, Spotify, YouTube John Arnold: Apple, Spotify, You…

1
The Open Source Maintenance Fee with Rob Mensching 1:06:00

1d ago1:06:00

1:06:00

Open Source Maintainers are burning out or going commercial - how do we solve this? Carl and Richard chat with Rob Mensching about his work to create the open source maintenance fee through GitHub. Rob talks about the common problem of single maintainers getting buried under issues and demands of consumers for a project. Recognizing that most peopl…

1
Sunday Sermon // Romans 11 - Nick Hardy 50:00

3d ago50:00

50:00

By Nick Hardy

1
Carl Kawaja – Navigating the Investment Landscape: AI, Tariffs, Sports Gambling & More| #580 1:07:13

7d ago1:07:13

1:07:13

Today’s guest is Carl Kawaja, a Portfolio Manager with Capital Group for over three decades. In today’s episode, Carl shares insights into his investment philosophy, early experiences, and the current market landscape. He discusses the transformative impact of AI on semiconductor demand, the challenges posed by tariffs and supply chain dynamics, an…

1
AI for Government RFPs with Vishwas Lele 55:00

8d ago55:00

55:00

How can a large language model help your organization answer government RFPs? Carl and Richard talk to Vishwas Lele about his startup pWin, as in proposal win. Vishwas talks about being a year into the startup and his deeper understanding of how AI technologies can augment skilled operators to produce better quality products in less time, including…

1
Audio-Video in .NET with Elias Puurunen 1:08:00

15d ago1:08:00

1:08:00

Can you integrate performant audio-video into your .NET application? Carl and Richard talk to Elias Puurunen about his work at Tractus Events, where he uses the NDI protocols to bring real-time audio and video streams into his C# application. Elias talks about the power of P/Invoke to access the underlying libraries for controlling video streams, i…

1
Sunday Sermon // Romans 10 - Francois Coetzee 50:00

17d ago50:00

50:00

By Francois Coetzee

1
Sunday Sermon // Romans 9 - Nick Hardy 50:00

17d ago50:00

50:00

By Nick Hardy

1
Episode 77: David Urquhart 1:06:05

17d ago1:06:05

1:06:05

Episode 77: David Urquhart. David had a similar upbringing like myself. He grew up in a small town that had a strong tight knit community which rallied around it’s sports teams. For David, this was the Junior B team, the Thorold Blackhawks. David would go on to play for his home town team, as well as the Welland Cougars before heading off to McGill…

1
RTW Rewind Episode 466 : Derek Bieri From Vice Grip Garage! 1:15:20

18d ago1:15:20

1:15:20

On this revival of RTW Rewind, we welcome Derek Bieri from the hugely popular YouTube channel Vice Grip Garage! On this show we learn where Derek got his start tinkering around with cars on the farm in North Dakota. We talked about the first car he ever worked on, the first car he ever owned and drove, some of his favorite revivals from the channel…

1
UBS’ Paul Donovan on Tariff Trouble, Swiftonomics & Republican Swings | #579 52:09

21d ago52:09

52:09

Today’s guest is Paul Donovan, Chief Economist of UBS Global Wealth Management. In today’s episode, Paul discusses the impact of structural changes in the economy, particularly in relation to flexible working and demographic shifts. The discussion also touches on the disparities in innovation between the US and Europe, the ongoing trend of spending…

1
Agentic AI in .NET with Spencer Schneidenbach 56:00

22d ago56:00

56:00

Ready to build an agentic AI in .NET? Carl and Richard talk to Spencer Schneidenbach about his work using large language models to enhance customer interactions in healthcare. Spencer discusses using the LLMs to summarize customer conversations to identify topic areas, sentiment, and other concerns. He digs into how Microsoft's Semantic Kernel make…

1
Francois Rochon - Outperforming the Market for 30+ Years Through Patience, Humility & Rationality | #578 1:05:07

24d ago1:05:07

1:05:07

Today’s guest is Francois Rochon, the President of Giverny Capital, which has returned over 15% per year for over 30 years. In today’s episode, Francois walks through the influence of Peter Lynch and Warren Buffett on his investment philosophy. He highlights three principles that have helped him navigate market cycles in his career: patience, humil…

1
UBS’ Mark Haefele – The New Rules of Investing From A $4 Trillion Investment Advisor | #577 56:16

28d ago56:16

56:16

Today’s guest is Mark Haefele, Chief Investment Officer of UBS Global Wealth Management, where he advises on over $4 trillion. He’s also the author of ‘The New Rules of Investing.’ In today’s episode, Mark emphasizes the significant role of government spending in shaping investment decisions. He touches on the importance of asset allocation and dis…

1
Measuring LLMs with Jodie Burchell 1:01:00

29d ago1:01:00

1:01:00

How do you measure the quality of a large language model? Carl and Richard talk to Dr. Jodie Burchell about her work measuring large language models for accuracy, reliability, and consistency. Jodie talks about the variety of benchmarks that exist for LLMs and the problems they have. A broader conversation about quality digs into the idea that LLMs…

1
Sunday Sermon // Romans 8:18-39 - Rob Hutton 35:00

1M ago35:00

35:00

By Rob Hutton

1
Sunday Sermon // Romans 8:1-17 - Rob Hutton 50:00

1M ago50:00

50:00

By Rob Hutton

1
Episode 76: Luke Esposito 1:00:26

1M ago1:00:26

1:00:26

Episode 76: Luke Esposito. Luke comes from quite the bloodline of hockey players. His grandfather Doug Messier played in the WHL-Sr, uncle Paul Messier had a long pro career that included 6 seasons here in Mannheim and of course, his other uncle Mark Messier, whose career and Hall of Fame NHL resume speaks for itself. I first saw Luke play last sea…

1
Christopher Zook - Accessing Private Markets (Pro Sports Teams, Private Equity & GP Stakes) 53:26

1M ago53:26

53:26

Today’s guest is Christopher Zook, founder and Chief Investment Officer of CAZ Investments, which has invested $8 billion and is one of the top 180 allocators to private equity in the world. In today’s episode, Christopher explains what led him to build his firm with a focus on private markets. He walks through some of the investment themes he’s fo…

1
Javascript Promises with Martine Dowden 55:00

1M ago55:00

55:00

What are JavaScript promises, and why do you want to make them? Carl and Richard talk to Martine Dowden about all the various async options available in Javascript today, including Callbacks, Promises, Async/Await, and even ReactiveJS! Martine digs into some of the more remarkable features available, including grouping sync calls together so code i…

1
Episode 75: Felix Brückmann 56:59

1M ago56:59

56:59

Episode 75: Felix Brückmann. Adler Mannheim goalie Felix Brückmann joined the prohockeypod this week. We talked about Felix growing up with 2 brothers in Freiburg, Germany, who also played hockey, and how he decided to become a goalie. Felix would head to the Jungadler Mannheim program at 16 years old where he would play 2 seasons of U18 and win 1 …

1
Barry Ritholtz - Debunking Investment BULLSH$T! | #575 1:18:57

1M ago1:18:57

1:18:57

Today’s guest is Barry Ritholtz, CIO of Ritholtz Wealth Management, which manages over $5.7 billion for 3,900 families. His latest book, ‘How Not to Invest,’ offers a blueprint to help you make better decisions and achieve financial success. In today’s episode, Barry & I discuss the pitfalls of relying on experts for investment advice, the dangers …

1
.NET Aspire 9.1 with Rob Richardson 1:00:00

1M ago1:00:00

1:00:00

What's the latest with .NET Aspire? Carl and Richard talk to Rob Richardson about his experiences with .NET Aspire to help build great .NET cloud apps. Rob talks about all the goodness that comes out of the box with Aspire, including OpenTelemetry, containerization, good security practices, and the excellent dashboard. The discussion turns to the c…

1
Sunday Sermon // Romans 6 - Chris Barriga 40:00

2M ago40:00

40:00

By Chris Barriga

1
Buy Stock Where You Shop With Grifin | Aaron Froug | #574 36:42

2M ago36:42

36:42

Today’s guest is Aaron Froug, founder of Grifin, the company that helps you buy stock where you shop. In today’s episode, Aaron explains how the app connects everyday spending with investing by automatically buying stock in a company you make a purchase from. Meb & Aaron also touch on financial literacy, the benefits of consumer loyalty, and the fu…

1
Automapper V14 with Jimmy Bogard 58:00

2M ago58:00

58:00

Seventeen years of Automapper! Carl and Richard talk to Jimmy Bogard about his latest version of Automapper - and the challenge of maintaining a long-lived and much-loved open-source library! Jimmy talks about the origins of Automapper as a tool he needed for working with clients and automating the mapping of objects. Initially, he moved to GitHub …

1
Sunday Sermon // Romans 5 - Nick Hardy 45:00

2M ago45:00

45:00

By Nick Hardy

1
Jacqueline Faber: A Journey into Dark Academia | #573 53:57

2M ago53:57

53:57

Today’s guest is Jacqueline Faber, the author of The Department … and Meb’s wife! In today’s special episode, Meb & Jacqueline discuss the book’s themes, including trauma, memory, and the impact of the Kitty Genovese case. They both talk about how they approach the writing process, the art of getting noticed in a crowded market, and how to engage y…

1
React in 2025 with Aurora Scharff 51:00

2M ago51:00

51:00

React version 19 has been released! Carl and Richard talk to Aurora Scharff about the long-awaited version of React that incorporates React Server Components and many other features. Aurora talks about the rethink involved in switching to a server-first implementation of a React website, which is best suited for greenfield implementations. For exis…

1
MEBISODE: Can We All Invest Like Yale? 28:25

2M ago28:25

28:25

In today’s Mebisode, Meb reads his latest paper, “Can We All Invest Like Yale?” ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Intereste…

1
Sunday Sermon // Romans 4 - Nick Hardy 27:00

2M ago27:00

27:00

By Nick Hardy

1
Goldman Sachs’ Peter Oppenheimer - Concentration & Correction: What To Do Next | #572 1:06:53

2M ago1:06:53

1:06:53

Today’s guest is Peter Oppenheimer, Goldman Sachs’ Chief Global Equity Strategist and Head of Macro Research. He’s also the author of Any Happy Returns: Structural Changes and Super Cycles in Markets, which explains how cycles help explain investor returns. In today’s episode, Peter discusses how structural changes in macroeconomic drivers, geopoli…

1
Vertical Slice Architecture with Jeremy Miller 54:00

2M ago54:00

54:00

How can vertical architecture help you? Carl and Richard talk to Jeremy Miller about using vertical architecture to help build applications quickly and reliably. Jeremy talks about resisting the over-thinking of architecture leaving room for developers to build the app and get to results rapidly - by taking a vertical slice of the problem space, en…

1
Sunday Sermon // Romans 3 - Michael Loubser 45:00

2M ago45:00

45:00

By Michael Loubser

1
Former Merrill Strategist Chuck Clough – This Time is Different | #571 1:03:25

2M ago1:03:25

1:03:25

Today’s guest is Chuck Clough, Chief Investment Officer of Clough Capital. Chuck is well known from his time as the Chief Global Investment Strategist at Merrill Lynch until 2000 and has spent over six decades in finance. In today’s episode, Chuck shares insights from his illustrious career, reflecting on the challenges of the 1970s and the market …

1
Uno Hot Design with Francois Tanguay and Sasha Krsmanovic 57:00

2M ago57:00

57:00

Ready to speed up your cross-platform development? Carl and Richard chat with Francois Tanguay and Sasha Krsmanovic about Uno Hot Design. First shown at .NET Conf in 2024, Hot Design brings the Hot Reload experience to UX onto your various client devices. Francois talks about the evolution of the Uno Platform into a place where you can use a variet…

1
Sunday Sermon // Romans 2 - Nick Hardy 40:00

2M ago40:00

40:00

By Nick Hardy

1
Jim Masturzo - Fragile Markets, Strong Portfolios: 2025 Asset Allocation Playbook | #570 50:45

3M ago50:45

50:45

Today’s guest is Jim Masturzo. Jim is the CIO of Multi-Asset Strategies at Research Affiliates and is responsible for the firm’s tactical asset allocation and cross-asset portfolios. He is also co-portfolio manager on the PIMCO All Asset and All Asset All Authority funds. In today’s episode, Jim & I discuss the evolving landscape of asset alloc…

1
The Empowered Customer with Richard Reukema 57:00

3M ago57:00

57:00

How do customers take control of their data from merchants? Carl and Richard chat with Richard Reukema about his book The Empowered Customer. Richard discusses building a data cooperative between customers and merchants using ethical data handling techniques and technology to create mutual benefit. The conversation dives into how to get merchants t…