Shows
ATLsherpaNvidia closes in on the $1 trillion club* The world is having a Copernicus Moment (podcast embedded below)* Nvidia's stock is up 30% in pre-market trading after crushing earnings estimates last night* NVDA market cap now at $983 billion* AAPL, $2.7 trillion* MSFT, $2.3 trillion* IBM, $114 billion* HD, $295 billion* KO, $263 billion* NVDA now worth 1.4X (DL+HD+KO+UPS)* NVDA Corporate Overview* NVDA Body of WorkNVIDIA Corporation accelerates computing to help solve the computational problems. The Company has two segments. The Compute & Networking segment includes its data center...2023-05-2512 min
ATLsherpaAtlanta: Prize of WarThis is a free preview of a paid episode. To hear more, visit www.atlsherpa.comWelcome! This is the first in a series of educational podcasts by ATLsherpa that focus on the Atlanta Campaign. Free subscribers can access about 30% of each podcast. Paid subscribers can access each podcast in its entirety. They can also participate in (contribute to) the discussions, which appears at the end of each podcast. Exploring Atlanta is a podcast & newsletter for those interested in getting to know Atlanta on a deeper level. My mission is to help you connect with...2023-05-0706 min
ATLsherpaThe world is having a Copernicus MomentThis podcast begins under the heading, “About this Podcast.” The audio clip above is an intro piece I recorded later to tee up the podcast. In all, this podcast contains 8 audio recordings (in addition to the intro) totaling ~90 minutes of content. You can access these by clicking on the audio players that are embedded below. In addition, there are ten embedded videos (with explanations) that will help you get up to speed on the AI revolution. Please consider becoming a paid subscriber if you find this podcast useful. Thank you.Of all discoveries and opinions, none may...2023-05-0312 min
Atlanta Real Estate Report PodcastMonetary & Fiscal PolicyThis segment first appeared in my November 2022 podcast entitled, Imperfect Storm: Cat 5 Housing Market Cools to a Cat 3…Monetary PolicyRefers to the actions of central banks to achieve macroeconomic policy objectives such as price stability, full employment, and stable economic growth. “We have both the tools we need and the resolve to bring back price stability,” Jerome Powell, Chairman of the Federal ReserveA decline in rent prices is 'well out' from where we are now, says Fed Chair Powell…Fiscal PolicyRefers to the tax and spen...2023-03-1817 min
Atlanta Real Estate Report PodcastAre we in a housing bubble?This segment first appeared in the January 14 episode of the Atlanta Real Estate Report — ATL Housing Market: What can we expect in 2023 and beyond?“For every action, there is an opposite and equal reaction.”— Sir Isaac Netwon (1666)Cyclical View: BubbliciousDemand Pull Forward in the Local Housing Market* The House Price Index in the ATL MSA bottomed in Q2/2012 at 132.14. At the end of Q3/2022, the index stood at 344.83 (~16% per year)* The S&P/Case-Shiller U.S. National Home Price Index rose ~13% per year during that sam...2023-03-1422 min
ATLsherpaYea, I got a map for that“I’ve always been fascinated by maps and cartography. A map tells you where you’ve been, where you are, and where you’re going — in a sense it’s three tenses in one.”— Peter Greenaway (Welsh filmmaker)Greenaway boasts what is arguably the most playful c.v. of any major living director, overflowing with visual puns, mathematical puzzles and imaginary languages. He’s obsessed with lists, maps and all manner of taxonomic tools that humans have designed to make sense of a chaotic world (that’s his structuralist impulse in action), even as he so clearly tak...2023-03-1234 min
Atlanta Real Estate Report PodcastUpdate: Microsoft Campus "Pause"The news sends shockwaves throughout ATL and especially the real estate community…“Call it what you want, but this is a bubble; a bubble of epic proportions. Nowhere this more apparent than in Grove Park and the surrounding areas.”ATLsherpa(*) The Atlanta Business Chronicle is the best resource for local business and real estate news. If you’re not a subscriber, you are missing out on one of the best resources when it comes to business intel.More from ATLsherpa…Thanks for reading Atlanta Real Estate Report by...2023-02-1206 min
Atlanta Real Estate Report PodcastMicrosoft Stops Work On 90-Acre Atlanta CampusSome thoughts Microsoft’s decision to “pause” Quarry Yards development…THIS PODCAST WAS UPDATED AND RERECORDED ON 02.10.23* Previous presentations & podcasts* Microsoft is an extraordinary company* Financial powerhouse* Trajectory-changer for ATL* We don’t know what we don’t know* My comments at 12:42 in the “Game-Changer” video below* My “Tip of the Iceberg” podcast on ATLsherpa* Especially important when it comes to making long-term investment decisions* Economic headwinds* 10,000 employees laid off at Microsoft (see quote and CNBC article below)* Deman...2023-02-0949 min
Atlanta Real Estate Report PodcastATL Housing Market: What can we expect in 2023 and beyond?The Atlanta Real Estate Report by ATLsherpa is a podcast & companion website for those interested in the Atlanta real estate market. This includes individual buyers, sellers and investors. It also includes architects, builders, developers, lenders, realtors and urban planners; anyone involved with the local real estate ecosystem.In addition to the Substack app, this podcast is available on Spotify and Apple Podcast.In this episode…NOTE: This podcast consists of four separate segments and each has its own audio recording. The audio players appear under their respective segment headings. The length of the au...2023-01-1405 min
Atlanta Real Estate Report PodcastPreview: ATL Housing Outlook for 2023The Atlanta Real Estate Report by ATLsherpa is a podcast & companion website for those interested in the Atlanta real estate market. This includes individual buyers, sellers and investors. It also includes architects, builders, developers, lenders, realtors and urban planners; anyone involved with the local real estate ecosystem.In addition to the Substack app, this podcast is available on Spotify and Apple Podcast.Preview of my upcoming podcast…* Secular View: BUY ATL! [18:59]* Atlanta Gentrification Map* Single-Family Homes: The “crown jewel” of residential real estate in the ATL [29:32]* Cautionary Notes2023-01-1205 min
Atlanta Real Estate Report PodcastHow we benefit from understanding the intersection of Wall St & Main St“When it comes to real estate, there are two main ways we can benefit by understanding the intersection between Wall Street and Main Street. The first lies in our ability to become owners (build equity) in some of the most dynamic companies in the world. That is, to participate in the growth of this industry in ways that go beyond owning property directly. The second relates to the insights we can gain from the regular (required) reporting of the financial performance of these companies.”Excerpt from the upcoming episode of the Atlanta Real Estate Report by ATLsherpa. Plea...2022-12-1704 min
ATLsherpaThis new website honors forgotten hero* GeneralMcPherson.com — new website* McPherson’s Last Ride — Nov 19 walking tourGeneral William T. Sherman said in an address at the dedication of a monument to General McPherson at Clyde, Ohio…I have endeavored on many occasions by words spoken and by letters written to bear testimony to the noble character of General James Birdseye McPherson. I have heard others describe his personal traits and eulogize his many virtues, conspicuously so Generals Logan, Strong and Hickenlooper, his comrades and warm friends. My mind rapidly runs back, and I see McPherson plainly on his black ch...2022-11-1714 min
Atlanta Real Estate Report PodcastImperfect Storm: Cat 5 Housing Market Cools to a Cat 3Welcome to the Atlanta Real Estate ReportThe Atlanta Real Estate Report by ATLsherpa is a podcast & companion website for those interested in the Atlanta real estate market. This includes individual buyers, sellers and investors. It also includes architects, builders, developers, lenders, realtors and urban planners; anyone involved with the local real estate ecosystem. In addition to the Substack app, this podcast is available on Spotify and Apple Podcast.In this episode…Timestamps appear below in case you want to jump to specific topics…* Perfect Storm 3.0: Update on the ten demand driv...2022-11-031h 16
ATLsherpaFALLing in love with ATLIn this episode…* Cultivating a deeper connection with the city we call home [5:48 — 27:21]* Atlanta Real Estate Report website and podcast [27:22 — 30:15]* Upcoming Events, including two N. GA adventures for premium subscribers [30:16 — 33:35]* Sherpa Cafe Update: Next episode drops Oct 16 [33:36 — 35:19]* Ten outdoor adventures for those who really want to experience the fall colors [35:20 — 55:43]Cultivate a deeper connection with the city you call home… [5:48 — 27:21]I have come to realize that some people were put on this planet to explore! These folks tend to be adventurous, curious, and enlightened. They like to learn an...2022-10-0255 min
ATLsherpa5 New Websites + 3 New EventsNew Websites (see video walk-throughs below)Please share this email with your friends. Thank you.ExploreATLmaps.comATLhistorymap.comBOA1864.comATLfoodiemap.comATLfarm.comUpcoming EventsAutumn Equinox Sunset Walk — Sept 22Battle of Atlanta: Hood vs. McPherson — Oct 8McPherson’s Last Ride — Nov 19Website Walk-throughs This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.atlsherpa.com2022-08-1306 min
ATLsherpaNew Year's Day Walking TourJust a quick note to let you know that I will be leading a New Year’s Day Walking Tour on 1/1/22. Please click on the blue button below for details… This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.atlsherpa.com2021-12-2404 min
ATLsherpaHello, Summer...Hello, summer!In This Issue [3:55][audio start times for each section]* June Field Trip Suggestion [06:40]* Six Days to Celebrate in June [13:55]* Alexander von Humboldt: An Explorer’s Explorer [17:00]* Atlanta Streetcar East Extension: My Thoughts [34:35]* Summer Reading List [1:04:00]June Field Trip Suggestion [6:40]Here’s a fun and interesting '“field trip” you can take with your family and friends to celebrate Memorial Day, D-Day and/or Flag Day…* Take MARTA to the Georgia State station* Walk to the Pet...2021-06-011h 14
ATLsherpaMicrosoft: Generational Game-Changer for ATLExploring Atlanta by ATLsherpa is a podcast & newsletter for people who are interested in Atlanta and want to experience the city more fully. My mission is to help you connect with Atlanta’s past, present, and future. You will find a treasure trove of educational content, maps, videos and more at ExploreATLmaps.com. In addition to the Substack app, this podcast is available on Spotify and Apple Podcast.Stay curious and keep exploring!Bigger than I thought…Now that I have had a chance to digest the “Big Announcement,” I am convinced that Microsof...2021-03-1030 min
ATLsherpa10 Must-See Treasures of MLK Nat'l Historical ParkThis multimedia guide will help you optimize your time when you visit the MLK, Jr National Historical Park. See also:* Atlanta Freedom Trail by ATLsherpa* Black Leaders of Atlanta: 21 Exemplars who Made A Lasting Impression on ATL by ATLsherpaA treasure chest awaits you…To honor Dr. King this year, I felt it would be helpful to share some photos and videos that I have taken during my many visits to the Martin Luther King, Jr National Historical Park in Atlanta. I also wanted to share what I consider to...2021-01-1803 min
ATLsherpaWhy we exploreMy journey…ATLsherpa is a natural ‘next step’ on a journey that began in 2014 when I started leading walking tours throughout Atlanta. Since that time, I have designed and led over 300 walking tours plus countless other biking and driving tours. In other words, I have gotten to know ATL pretty well.If you are unfamiliar with my tours, here is some guest feedback. You will find some more reviews on my Trip Advisor page.More importantly, I have had the privilege of helping thousands of people learn more about this amazing city. Sometimes the things...2021-01-1608 min