بهترین پادکست های Documentation Not Included (2025)

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Investment Review

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April 2025: Equities are at maximum valuations, investors are at peak investedness, and now a regime change which markets have not yet digested. Jonathan Ruffer asks if this is one of the rare occasions when a market crisis not only foretells but contributes to the economic hardship to come.

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Modern-Day Seattle Lynching - Part 1 30:48

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ABOUTEpisode 01 explores a letter written to Cielo Property Management in Seattle, Washington. This letter confronts the property manager's premeditated “Lynching Type” assault against a Black Male resident on December 27, 2022. This letter is the first of nine letters written to Cielo Property Management that will be explored in Season 01.RUN-OF-S…

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Could 2025 challenge market optimism?

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January 2025: Fund Manager, Steve Russell discusses the investment risks we see in 2025 – overvalued US markets, Trumps return to office, rising bond yields.

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Election 2024

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September 2024: As the US presidential race enters its final straight, Dr Tim Smith and Alexander Chartres join Rory McIvor to discuss how investors are weighing up the prospects of a new administration.

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Leaving the pack

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July 2024: Investors are herding into a narrow market and propelling stocks to new highs. Fund Manager Jasmine Yeo joins Rory McIvor to explain why this is a market well worth insuring against.

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Ugly ducklings

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April 2024: Duncan MacInnes joins Rory McIvor to reflect on Q1 performance and discuss some of the portfolio’s key positions including gold and silver, derivative protections and the yen.

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Survival at 5?

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January 2024: Can the economy and markets survive interest rates at 5%? Not for long, suggests fund manager Matt Smith – either interest rates must come down or asset prices do.

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From the Chairman

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October 2023: In this quarter’s episode of Ruffer Radio, Chairman Jonathan Ruffer shares his perspectives on the evolution of Ruffer’s all-weather investment approach since founding the firm in 1994.

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Early and ready

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July 2023: Investment Director Steve Russell reviews the downtrend in performance this year in the context of a global equity market rally.

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Something always breaks

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April 2023: After a strong start to the year, markets were destabilised by a shift in liquidity dynamics in March. Central banks now face a reckoning. Their choice is simple – inflation stability or financial stability – but it isn’t easy.

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Led by the Fed

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January 2023: Of the many storylines to unfold in 2022, only one really mattered to investors – rising interest rates and falling asset prices. The chief protagonist in this tale – the Federal Reserve - conducted one of the fastest and steepest rate hiking cycles in financial history. But how much further do they need to go?…

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Ruffer round up Q3 22

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October 2022: Investment Manager Jasmine Yeo joins Rory McIvor to review a quarter of dizzying market activity. They discuss the volatility of UK gilts over recent weeks, consider the potential for a liquidation event in asset markets and provide a portfolio update.

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Investment Review – Q3 2022

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October 2022: In his latest quarterly review, Jonathan Ruffer reflects on the possibility of an imminent liquidity crisis in markets and looks at why even the safest assets might not prove very safe at all.

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Ep 84 - Debugging 1:04:27

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Chris and Josey discuss debugging, troubleshooting, and try to help each other solve issues with code starting with issues with MYSQL and reaching out to discuss the challenge of waiting on builds to begin the debbugging process. MUSIC FROM THE CCMIXTER COMMUNITY Snazzy Intro: On Top of the World by texasradiofish (c) copyright 2015 Licensed under …

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Ep 83 - Difficulty In Games 1:07:29

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Chris and Josey discuss how game difficulty has evolved from allowing cheats, and mods, to making cheats to be cash shop additions. MUSIC FROM THE CCMIXTER COMMUNITY Snazzy Intro: On Top of the World by texasradiofish (c) copyright 2015 Licensed under a Creative Commons Attribution Noncommercial (3.0) license. http://dig.ccmixter.org/files/texasrad…

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Ruffer round up Q2 22

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July 2022: Investment Director Duncan MacInnes joins Rory McIvor for a review of the quarter, discussing the scale of wealth destruction across markets and how they see this rippling out into real world behaviour, and looking forward to what could be on the horizon.

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Ep 82 - USA v Uteri 1:16:09

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Chris and Josey discuss the controversial ruling that came from the US Supreme Court that over turned Roe v Wade. MUSIC FROM THE CCMIXTER COMMUNITY Snazzy Intro: On Top of the World by texasradiofish (c) copyright 2015 Licensed under a Creative Commons Attribution Noncommercial (3.0) license. http://dig.ccmixter.org/files/texasradiofish/50478 Ft: J…

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Ep 81 - Gwince Grills 1:15:46

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Chris and Josey end up in the hot seat as guest "host" grills them with deep questions. MUSIC FROM THE CCMIXTER COMMUNITY Snazzy Intro: On Top of the World by texasradiofish (c) copyright 2015 Licensed under a Creative Commons Attribution Noncommercial (3.0) license. http://dig.ccmixter.org/files/texasradiofish/50478 Ft: John Fletcher, Patricia Edw…

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Ep 80 - Winging It or Singing It 52:47

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Chris and Josey wing it and sing it about Map and Data Porn, Migrations, Plattie Jubes ... and a lot more! MUSIC FROM THE CCMIXTER COMMUNITY Snazzy Intro: On Top of the World by texasradiofish (c) copyright 2015 Licensed under a Creative Commons Attribution Noncommercial (3.0) license. http://dig.ccmixter.org/files/texasradiofish/50478 Ft: John Fle…

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Winning by not losing – protection strategies

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June 2022: Avoiding major drawdowns in markets is key to outperforming over the long-term. It may sound obvious, but in a world of near universal asset vulnerability, it has seldom been more important to stand resolute against falling markets.

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Ep 79 - Industry Pricing, Case Law, Retirement 1:06:53

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Chris and Josey discuss industry standards, law, case studies, retiring, game development, and Disco Elysium. MUSIC FROM THE CCMIXTER COMMUNITY Snazzy Intro: On Top of the World by texasradiofish (c) copyright 2015 Licensed under a Creative Commons Attribution Noncommercial (3.0) license. http://dig.ccmixter.org/files/texasradiofish/50478 Ft: John …

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Ep 78 - How do you define a hand? 1:05:21

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Chris and Josey, along with an adorable puppy, natter about Eurovision, mannequins, argue about what animals have hands, and do their best to answer live viewer oddball questions. MUSIC FROM THE CCMIXTER COMMUNITY Snazzy Intro: On Top of the World by texasradiofish (c) copyright 2015 Licensed under a Creative Commons Attribution Noncommercial (3.0)…

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Ep 77 - Code Reviews, Electrical Installations, Search Engines 1:03:47

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Chris and Josey return to the show's roots to discuss developing search engines, discuss code reviews (and how to not do them), and electrical installations! MUSIC FROM THE CCMIXTER COMMUNITY Snazzy Intro: On Top of the World by texasradiofish (c) copyright 2015 Licensed under a Creative Commons Attribution Noncommercial (3.0) license. http://dig.c…

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Ep 76 - Moving House 57:00

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Chris and Josey discuss the challenges faced when buying and selling homes, but with a lot of absolutely crazy tangents. TOPICS Buying homes Selling homes Stamp duties an insane amount of tangets. MUSIC FROM THE CCMIXTER COMMUNITY Snazzy Intro: On Top of the World by texasradiofish (c) copyright 2015 Licensed under a Creative Commons Attribution No…

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Ep 75 - DIY & Nightmare Neighbours 58:37

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Chris and Josey return for a more relaxed and laid back version of Documentation Not Included, this time with a discussion on DIY and dealing with neighbours. TOPICS Micro-diggers DIY Social Anxiety Crazy things that have happened with neighbours ...and a lot of fantastic comments from our live watchers! MUSIC FROM THE CCMIXTER COMMUNITY Snazzy Int…

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Ruffer round up Q1 22

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April 2022: We reflect on the events that have dominated markets - including the major developments we’re all talking about. We also discuss aspects which have received less attention, but may well be crucial for investors in the months ahead.

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From reduction to removal

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March 2022: Tim Kruger is the guest author in this year’s Ruffer Review. In this episode, we discuss his article which draws on his work in the field of carbon extraction and its role in the energy transition.

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Ruffer round up Q4 21

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January 2022: Investment Director Matt Smith looks ahead to 2022, we briefly review the investments which worked well (and those that didn’t) and assess the opportunities and challenges arising from the return of economic, market and inflation volatility.

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Ruffer round up Q3 21

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October 2021: A brief round up where we look at how recent events impacted markets and Ruffer portfolios, and what investors have learned as we move into the fourth quarter.

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Inflation – great expectations

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July 2021: Inflation is back, but for how long? Bertie Dannatt joins Ruffer Radio to discuss how markets are digesting the return of inflation, and what rising prices mean for consumers and investors alike.

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Mind over matter?

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April 2021: Andrew van Biljon and Lauren French offer their insights into the world of behavioural economics. What do these theories say about us as decision makers? What are their shortcomings? Can behavioural science make us better investors?

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Quality Counts 1:09:09

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Chris is joined by Frank Ray to discuss quality in relation to software. TOPICS What is up with quality? Seeing the big picture The "Quality Wrap" ...and a lot more! MUSIC FROM THE CCMIXTER COMMUNITY Snazzy Intro: On Top of the World by texasradiofish (c) copyright 2015 Licensed under a Creative Commons Attribution Noncommercial (3.0) license. http…

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A bias to belief

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February 2021: Bethany McLean joins us to discuss the tension between rational markets and emotional investors, what separates the visionary leader from the fraudster and how a bias to belief affects our decision-making.

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The Forever Game 1:04:47

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Chris and Josey discuss maintenance, upgrades, and more. It's the never ending life cycle of development in our world. TOPICS Software packages Hardware changes Updating code ...and a whole lot of frustration covered in this week's episode! MUSIC FROM THE CCMIXTER COMMUNITY Snazzy Intro: On Top of the World by texasradiofish (c) copyright 2015 Lice…

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A view from the bridge

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January 2021: 2020 will loom large on financial markets for many years to come. As we cautiously make our way out of the crisis, Duncan MacInnes and Fiona Ker review the more startling developments of the last year.

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More Scrum to Come 1:05:20

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Chris and Josey continue their journey into the world of Agile and Scrum. TOPICS Where to starts? What are the benefits? What are the drawbacks? Can scrum exist without Agile? MUSIC FROM THE CCMIXTER COMMUNITY Snazzy Intro: On Top of the World by texasradiofish (c) copyright 2015 Licensed under a Creative Commons Attribution Noncommercial (3.0) lic…

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It takes Scrum to know Scrum 1:01:19

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Chris and Josey talk about Scrum in an Agile way, whist Leaning on a fence under a Waterfall? TOPICS Ceremonies Daily Scrum Sprint Sprint planning Sprint review Sprint retrospective Roles: Product Owner Scrum Master Development Team Cross-functional team “Agile” Agile manifesto: Individuals and interactions over processes and tools Working software…

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Hitting the Ground Running 1:05:24

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Chris and Josey discuss how to get back into the swing of projects after a long absence. TOPICS How to plan for project breaks How to get back into projects What happens when a global event impacts project scope How to get involved in a project that is already running ...and so much more! MUSIC FROM THE CCMIXTER COMMUNITY Snazzy Intro: On Top of th…

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Striking a Balance 1:02:37

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Chris is joined by Nick Piegari to talk about how to balance learning - what should you do when you want to learn all the things at the same time? How do we deal with 'tech overload'? TOPICS Balancing between wanting to learn “all the things” How to make progress How to deal with being overwhelmed Being pragmatic in your learning Compartmentalising…

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Election 2020

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October 2020: All elections are equal. But some elections are more equal than others. In the latest episode of Ruffer Radio, Dr Tim Smith and Alexander Chartres discuss the 2020 race to the White House.

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Exposing Yourself 1:05:57

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Chris is joined by Nick Piegari from NicksMadScience to talk about how to get yourself out there and noticed as a developer in a saturated market. TOPICS What's wrong with traditional job hunting? How to get noticed Make an impact while enjoying yourself Engagement strategies MUSIC FROM THE CCMIXTER COMMUNITY Snazzy Intro: On Top of the World by te…

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