Best Rob Francois Podcasts (2025)

1
The Parallels of Past and Present in Finance - Mark Higgins | #594 59:07

5d ago59:07

59:07

Today’s guest is Mark Higgins, a Senior VP for IFA Institutional, where he specializes in providing advisory services to institutions. He’s also the author of Investing in U.S. Financial History: Understanding the Past to Forecast the Future, which is one of my favorite books on financial history. In today’s episode, Mark explores the parallels bet…

1
Capturing Light – Episode 165 with Alison Kelly 42:32

9d ago42:32

42:32

In this episode, we talk about Navigating the industry. Balancing working as a cinematographer and family. Ironheart Some technical specs of the show. Shot on Sony Venice – Anamorphic and Spherical Lenses Director of Photography: Alison Kelly https://www.alisonkelly.net/ https://www.instagram.com/abirdk/ https://www.imdb.com/name/nm0446170/ Check o…

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A Golden Moment for Asset Allocation? | Mike Philbrick | #593 55:41

12d ago55:41

55:41

Today’s returning guest is Mike Philbrick, CEO of ReSolve Asset Management and Founding Member of the Return Stacked Team. In today’s episode, Mike discusses the evolving role of gold and Bitcoin in investment portfolios given the current economic landscape. He explores the historical performance of gold, its risk premium, and how it can help negat…

1
KKR's Henry McVey - Regime Change is Here: Think Differently About Asset Allocation | #592 58:38

24d ago58:38

58:38

Today’s guest is Henry McVey, Head of Global Macro & Asset Allocation and Firmwide Market Risk and CIO of the KKR Balance Sheet. In today’s episode, Henry discusses the current macroeconomic landscape, emphasizing the regime change underway. He touches on the implications of a decline in the US dollar, where he sees opportunities in global markets,…

1
Laura Doorneweerd Perry - Improviser Extraordinaire 46:44

24d ago46:44

46:44

Meet the wonderful Laura Doorneweerd-Perry! She is an improviser from Amsterdam and we had a laugh-filled chat in this episode. Laura is co-founder and co-director of Flock Theatre, but she has also been a member of the cast of multiple productions, as well as directing and producing fabulous shows! She met her husband, Gael Doorneweerd-Perry, at a…

1
Fena Ortalli - Improviser/Writer/Teacher 53:13

1M ago53:13

53:13

What a delight speaking with Fena Ortalli, known around the world as a brilliant improviser/teacher. He is the founder and editor of STATUS (Revisita de Improvisation) the foremost journal about all things impro around the world. This impro magazine has been published sine 2001Originally from Argentina, where he discovered Impro, and had a sideline…

1
Tax Strategies, Exchange Funds, and Portfolio Optimization with Wes Gray & Srikanth Narayan | #591 51:21

1M ago51:21

51:21

Today’s guests are Wes Gray, founder, CEO and Co-CIO of Alpha Architect, and Srikanth Narayan, founder and CEO of Cache, which he started in 2022 after experiencing concentrated stock positions in his own portfolio. Previously, he served in engineering and product leadership positions at Uber and Alphabet. In today’s episode, Meb, Wes & Srikanth sh…

1
Tim Orr - Improviser/Coach/Creator 56:28

1M ago56:28

56:28

Meet legendary improviser Tim Orr based in San Francisco. We had a fabulous chat about his life in improv, international travels and favorite movie. We spoke about his philosophy on improv and the importance of connections.He even gave me a tour of his home!He has been improvising since 1988 with many San Francisco and international groups, includi…

1
Capturing Light – Episode 164 with Francois Dagenais, CSC 48:50

2M ago48:50

48:50

In this episode, we talk about Navigating the industry. Pre-production and creating the look of the show Smoke Some technical specs of the show. Shooting on Venice 2 and Hawk lenses Director of Photography: Francois Dagenais, CSC www.francoisdagenaisdp.com https://www.instagram.com/francoisdagenais/ Check out the trailer to: Smoke Check out the scr…

1
Goldman Sachs’ Sara Naison-Tarajano - Family Office Whisperer | #590 48:55

2M ago48:55

48:55

Today’s guest is Sara Naison-Tarajano, Global Head of Private Wealth Management Capital Markets and Goldman Sachs Apex. Sara has been at Goldman Sachs for over 25 years, and currently leads a worldwide platform that delivers multi-asset trading, financing, and direct-investment opportunities to some of the firm’s largest family offices. In today’s …

1
Improv Interviews Tim Yeo -Improviser/Coach/Musical Improv 55:47

2M ago55:47

55:47

Meet the fabulous Tim Yeo! He is from Singapore and has a fantastic improv theater at Ask Auntie Productions. He studied law in Bristol, UK and there he discovered improv at the Bristol Improv Society. He quickly joined the cast and has been improvising since 2011. He returned to Singapore in 2014 to practice law and began improv groups there. His …

1
Dan Rasmussen & D.A. Wallach on The Future of Biotech and Healthcare | #589 1:26:27

2M ago1:26:27

1:26:27

Today’s guests are Dan Rasmussen, founder of Verdad Advisers, and D.A. Wallach, a venture capital investor for Time BioVentures and an acclaimed recording artist. Pharrell Williams discovered D.A.’s band Chester French and signed the group to Interscope Records. In today’s episode, Dan & D.A. discuss the current state of biotech, the impact of AI o…

1
Ashton Keys_Recording 41:43

2M ago41:43

41:43

Ashton Keys is a delightful therapist in Orlando, Florida. She is currently working on her Ph.D. and exploring ways that improv can be used in training therapists. I know you'll love getting to know Ashton!By Margot Escott

1
Capturing Light – Episode 163 with Rick Joaquim, SASC 29:52

2M ago29:52

29:52

In this episode, we talk about How music can affect your visual language. Navigating the industry. Pre-production and creating the look of the show Can You See Us? Director of Photography: Rick Joaquim, SASC https://www.rickjoaquim.com/pages/contact https://www.instagram.com/rickjoaquim/ Check out the trailer to: Can You See Us. Check out the Scree…

1
Victor Haghani on Predicting the Market and Disciplined Asset Allocation | #588 1:13:32

2M ago1:13:32

1:13:32

Today’s guest is Victor Haghani, founder and CIO of Elm Wealth, which focuses on managing wealth with an emphasis on diversification, low fees, and tax efficiency. He’s also the author of The Missing Billionaires: A Guide to Better Financial Decisions. In today’s episode, Victor explores the Crystal Ball challenge, and how position sizing can be ev…

1
Rebecca Sohn-Actor/Improviser/Coach/Musical Theater Singer 1:02:41

2M ago1:02:41

1:02:41

Meet the incredible Rebecca Sohn! She is originally a New Jersey girl but has had so many adventures since leaving home at age 18. She describes her father and how he fostered her creativity by building a stage in their basement for her to give dancing performances. Her dad involved the whole family in co-writing a play, which was basically improvi…

1
Rich Sohn - Master Improviser/Director/Writer 45:07

2M ago45:07

45:07

Meet the talented Rich Sohn! After being introduced to improv in college, he moved to Chicago in 1987, so he's definitely a seasoned pro in the Improv world. He studied, taught and directed at the Annoyance Theatre, IO and, Second City.As a teacher, he was at The Annoyance Theatre where Rich primarily found his voice and approach. His teaching styl…

1
Rob Arnott & Cam Harvey on Passive Investing Risks, The AI Boom & Stimulus That Doesn’t Stimulate | #587 1:11:36

2M ago1:11:36

1:11:36

Today’s guests are Rob Arnott, founder and Chairman of the board of Research Affiliates, and Campbell Harvey, Head of Research at Research Affiliates and Professor of Finance at the Fuqua School of Business at Duke University. In today’s episode, Rob and Cam touch on the state of value investing in a megacap dominated market, emphasizing the potent…

1
Capturing Light – Episode 162 with Jonathan Nicholas 40:11

2M ago40:11

40:11

In this episode, we talk about Navigating the industry. Pre-production and creating the look of the show America’s Sweethearts: Dallas Cowboys Cheerleaders Some technical specs of the show. Director of Photography: Jonathan Nicholas https://www.jonathannicholasdp.com/ https://www.instagram.com/jonathanbnicholas https://www.imdb.com/name/nm3112410/ …

1
Whitney Baker on the End of ‘Buy the Dip’ & the American Bubble | #586 1:45:05

3M ago1:45:05

1:45:05

Today we’re joined by Whitney Baker, founder of Totem Macro and one of the sharpest minds in macro investing. Whitney was previously the head of Emerging Markets at Bridgewater Associates and worked at Soros Fund Management under current Treasury Secretary Scott Bessent. In today’s episode, Whitney discusses the current macroeconomic landscape, emp…

1
Matt Folliott - Comedian, Actor, Writer 1:00:29

3M ago1:00:29

1:00:29

Our producer/engineer Bright Su introduced me to an incredible human being, Matt Folliott.We had such a fun and lively conversation and when you listen you'll know why his last name foretold his career in acting! He grew up in Canada and had is own agent at ten years old!Matt is a Comedian/Actor/Writer from Toronto, Canada, and a former cast member…

1
Kim Flynn - Unlocking Alternative Investments | #585 55:34

3M ago55:34

55:34

Today’s guest is Kim Flynn, President of XA Investments, which helps provide access to alternative investments. She was previously the Head of Product Development for Nuveen Investments Global Structured Products Group. In today’s episode, Meb and Kim discuss the democratization of alternative investments in relation to the recent explosion of inte…

1
Rebekah Walendzak Slepski Part 1 - Actor, Writer, Coach 44:31

3M ago44:31

44:31

I met Rebekah through Marc Warzecha at the Sketch School and knew I wanted to know more about this intriguing person! Rebekah is getting her MFA in Performance Pedagogy at Loyola Marymount University, Rebekah has been an adjunct faculty member at The Second City since 2008. She has developed comedy writing courses for SCTC, Lesly Kahn & Co, and The…

1
Part 2 Rebekah Walendzak Slepski - Actor, Writer, Coach 1:11:38

3M ago1:11:38

1:11:38

We continue our fascinating talk with Rebeka Walendzak Slepski and her journey in sketch writing and life. She spoke about her recovery from Hodgkin lymphoma and subsequent bone marrow transplant.Despite going through treatment and surgeries she persevered and went to Second City LA. She was on the faculty teaching writing and sketch. Rebekah has b…

1
Cole Wilcox on The Power Law of Investing | #584 1:04:02

3M ago1:04:02

1:04:02

Today’s guest is Cole Wilcox, CIO of Longboard Asset Management, a boutique asset manager specializing in alternative investment strategies. In today’s episode, Cole walks through one of my favorite papers of all time, Does Trend-Following Still Work On Stocks? Hint: it does. Cole explains why you have to be a good loser to be a good investor, how …

1
Capturing Light – Episode 161 with Eric Koretz 30:53

3M ago30:53

30:53

In this episode, we talk about Navigating the industry. Pre-production and creating the look of the show Ransom Canyon Shooting with multi cameras The collaboration between DP and Production Designer Director of Photography: Eric Koretz www.erickoretz.com https://www.instagram.com/erickoretz_dp/ Check out the trailer to: Ransom Canyon Thank you for…

1
Diana Brown - Improviser, Actor, Writer and so much more! 40:16

3M ago40:16

40:16

Meet my amazing friend, Diana Brown. I've taken several Improvised Shakespeareworkshops with Diana and she is a real gem!We had so much to talk about that this is Part ! Diana is an improv artist, teaching artist, actor, producer, director and voiceover talent. She was voted Most Valuable Mentor and Teacher at the San Francisco Improv Festival. Dia…

1
Apollo's Alex Wright on The Role of Private Markets in Modern Portfolios | #583 49:06

3M ago49:06

49:06

Today’s guest is Alex Wright, Global Wealth Strategist at Apollo. In today’s episode, Alex discusses the fragility of public markets, citing high valuations, rising correlations, and limited diversification opportunities, which prompt a need to reassess traditional 60/40 portfolios. Then he walks through the opportunity in private markets, includin…

1
BCG’s Philipp Carlsson-Szlezak on Global Macro: Recession Risk, Tariffs, Debt Dynamics | #582 45:35

3M ago45:35

45:35

Today’s guest is Philipp Carlsson-Szlezak, Global Chief Economist at BCG and author Shocks, Crises, and False Alarms: How to Assess True Macroeconomic Risk. In today’s episode, Philipp starts by sharing his framework to assess macroeconomic risk, emphasizing the importance of adapting to changing global conditions. Then he applies that framework to…

1
Murphy McHugh - The Zen of Improv 1:08:39

4M ago1:08:39

1:08:39

Meet my really cool friend and great improviser, Murph McHugh. We met at a class with Billy Merritt, one of the founders of Upright Citizen's Brigade and I was struck by how effortlessly he played! He hails from DC and is quite a Renaissance man. I don't use the word "brilliant" often but it absolutely describes Murphy. To find out more about Murph…

1
Nathan Keats Ph.D. - Improv and Autism 58:52

4M ago58:52

58:52

Nathan Keates is a lecturer, improvisation teacher and performer. Like many of us, Nathan became addicted to improv studying in diverse forms and even clowning. He found that his interests drew him to teaching improv. Nathan Keats has delved into researching improv, one major project being with autistic people. He is an expert on autistic people, a…

1
Jeremy Grantham, John Arnold & Sam Zell Share Their Most Memorable Investments | #581 18:54

4M ago18:54

18:54

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
Nick Johne - Improv Teacher extraordinaire 41:05

4M ago41:05

41:05

Nick Johne is a beloved Canadian actor and improviser. We first met in 2017 at the Chicago "Yes, and Mental Health & Improv Conference" and did a podcast in 2018.After getting a degree in Microbiology he began his improv journey in Toronto and joined the Toronto Second City Troupe in 1991. He moved to Chicago to Second City Chicago where he taught …

1
Capturing Light – Episode 160 with Pedro Gomez Millan 38:53

4M ago38:53

38:53

In this episode, we talk about Navigating the industry. Collaboration between DPs on the same show. The difference between working on television shows and feature film Daredevil: Born Again Director of Photography: Pedro Gomez Millan https://www.pedrogomezmillan.com/ https://www.imdb.com/name/nm2960150/ https://www.instagram.com/pedrogmillan/ Check…

1
Carl Kawaja – Navigating the Investment Landscape: AI, Tariffs, Sports Gambling & More| #580 1:06:13

4M ago1:06:13

1:06:13

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
Adrian Monte - Actor, improviser, Educator 55:04

4M ago55:04

55:04

What a wonderful time I had getting to know Adrian Monte. He is an Actor, improviser, and educator with experience in voice over, commercial production, and on-stage. Founder of DareDevil Improv- a Wilmington, NC based improvisation and performance training center focusing on comedy, community, and corporate training. His mission is to build a bett…

1
Capturing Light – Episode 159 with Christopher Ross, BSC 46:46

4M ago46:46

46:46

In this episode, we talk about Navigating the industry. Shogun Doing light studies. How he covers a scene. Director of Photography and Author: Christopher Ross, BSC https://www.christopherrossbsc.com/ https://www.instagram.com/edjibevel/ https://www.imdb.com/name/nm2131733/ Check out the Trailer for Shogun: Thank you for listening: Please let me kn…

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

5M 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 51:09

5M ago51:09

51:09

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
Capturing Light – Episode 158 with Rob Draper, ACS 52:14

5M ago52:14

52:14

In this episode, we talk about Navigating the industry. “A Hair in The Gate” Illuminating Cinema Director of Photography and Author: Rob Draper, ACS www.robdraperacs.com TWITTER: @rjdacs SKYPE: draperacs IMDB Thank you for listening: Please let me know what you learned or thought of the show today. Subscribe to the podcast. Join The Direct The Phot…

1
Francois Rochon - Outperforming the Market for 30+ Years Through Patience, Humility & Rationality | #578 1:04:07

5M ago1:04:07

1:04:07

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
Aree Witoelar - Improviser, Director, & Scientist 46:24

5M ago46:24

46:24

This week we’re delighted to interview Aree Witoelar the Norway based improviser. He is the founder and artistic director of Impro Neuf International, Oslo, Norway’s first English speaking improv comedy theater, with over 1,000 members from over 50 countries.A few days after our interview Aree appeared on the cover of STATUS magazine and you can ge…

1
UBS’ Mark Haefele – The New Rules of Investing From A $4 Trillion Investment Advisor | #577 55:16

5M ago55:16

55:16

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
Christopher Zook - Accessing Private Markets (Pro Sports Teams, Private Equity & GP Stakes) 52:26

5M ago52:26

52:26

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
Capturing Light Episode 157 – with Sydney Lawson 27:59

5M ago27:59

27:59

In this episode, we talk about Sydney’s Journey into the industry. Testing Lenses Working on The Holiday Club The importance of therapy. Director of Photography: Sydney Lawson https://www.sydlawson.com/ instagram: @sydlawson Rent the Holiday Club Check out the Trailer for the Holiday Club: Thank you for listening: Please let me know what you learne…

1
Cale Evans-Founder Queen City Comedy 43:46

5M ago43:46

43:46

Cale EvansCale Evans is an actor, improviser, host, coach, trainer and producer. What a delight getting to know Cale! He shares his improv journey and how he became an “accidental actor”. Growing up in North Carolina he’s a genuine “tar heel” but no tar grows under his feet!He began his improv training at Charlotte Comedy Theater where he is now a …

1
Capturing Light – 156 with Jay Holben 36:21

5M ago36:21

36:21

In this episode, we talk about Navigating the industry. “The Cine Lens Manual” A Director’s Guide To Everything The importance of 156being a technician and being an artist. Director and Author: Jay Holben www.adakinpress.com www.jayholben.com instagram: @jayholben The Adakin Press site ships all over the world, we’ve sold to more than 40 countries.…

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Barry Ritholtz - Debunking Investment BULLSH$T! | #575 1:17:57

5M ago1:17:57

1:17:57

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
Buy Stock Where You Shop With Grifin | Aaron Froug | #574 35:42

6M ago35:42

35:42

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
Katie Caussin - Artistic Director of IO 39:52

6M ago39:52

39:52

Katie Caussin is the new director of the 40 year old iO theater in Chicago. She is an actress, improviser, director and actor who has a 30 year career in improv. We talked about what she loves about improv and why she is passionate about it. One of her favorite experiences was being in Comedy Sportz and touring with them. She believes that Comedy S…

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