Shows
#SoWizardsPlayer Development: How the Washington Wizards Can Help Their Youth Improve, with Brian McCormickWe're back! The first episode of the #SoWizards Podcast in nearly a year is a fun one -- an in-depth conversation with coach Brian McCormick about player development strategies and techniques, and how those might be applied by the Washington Wizards and other NBA teams with young players.McCormick has coached CYO, AAU, high school, junior college, and college basketball and worked as a strength and conditioning coach for two junior-college basketball programs. His coaching career has landed him in Denmark, Estonia, Ireland, and Sweden, and he's directed clinics in Canada, China, Greece, Ghana, Kenya, India, Macedonia...
2025-10-111h 12
Not Boring RadioBrie Wolfson: Learning to Love Flounder Mode from Kevin Kelly (Hyperlegible 013)How do I introduce Brie Wolfson? Brie's website – briewolfson.com – is a good place to start. It's a treasure trove. She launched Stripe Press. She started The Kool-Aid Factory. Today, she's the CMO of Positive Sum and Colossus. And there's so much more! She told a story on The Moth! She's written two novels. Everyone is now obsessed with "taste." Her essay, Notes on Taste, kicked off the craze. She even worked at Dandelion Chocolate just to make something with her hands. But I'm talking to her today because she wrote a phenomenal, pers...
2025-07-171h 01
Big Picture Investing with Kevin McCormickAI Accelerator Market: Growth, Players, and TrendThis is a podcast about AI accelerators based on a general research report from Kevin McCormick.Full Reporthttps://docs.google.com/document/d/1tDaHIH4xN8O8_9rUx1zPr98m2SMeFPWkzmPDjb2WsxM/edit?usp=sharing
2025-01-1818 min
Big Picture Investing with Kevin McCormickAnalog Devices Fourth Quarter 2024 ResultsAnalog Devices, Inc. (ADI) released its fourth-quarter and fiscal year 2024 financial results, reporting a revenue exceeding $2.4 billion for Q4 and $9.4 billion for the fiscal year, despite year-over-year declines attributed to customer inventory adjustments. The report highlights strong operating cash flow and free cash flow, along with significant shareholder returns. Management expressed cautious optimism for fiscal year 2025, projecting continued growth, particularly in the automotive sector. Supplementary data provides a detailed breakdown of revenue by end market (industrial, automotive, communications, and consumer) showing both quarterly and yearly growth and decline percentages.
2024-11-2621 min
Big Picture Investing with Kevin McCormickZoom Communications Third Quarter ResultsZoom Communications reported its third-quarter fiscal year 2025 financial results, showing a slight increase in revenue driven by growth in enterprise revenue and the lowest ever online churn rate. The company highlighted the success of its AI Companion 2.0 and new AI-focused add-ons, along with strong performance from Zoom Contact Center and Workvivo. Financial highlights included increased operating margin, net income, and cash flow, alongside a significant share repurchase authorization. The company also announced a name change to Zoom Communications, Inc., reflecting its shift towards an AI-first platform. Forward-looking statements and non-GAAP financial measures were provided in accordance with SEC regulations.
2024-11-2611 min
Big Picture Investing with Kevin McCormickNvidia Earnings & Technology Outlook Deep Dive From Brad Gerstner InterviewThe episode focuses primarily on the impact of Nvidia's recent earnings report and its implications for the tech sector. Brad Gerstner, a prominent investor, discussed his recent portfolio adjustments, including his increased investment in Snowflake and his decreased investment in Uber, on CNBC Fast Money. At the same time, the other panelists provided commentary on the implications of the election on tech and the future of AI. The program also covers topics such as the rise of Bitcoin and the potential for a crypto boom under the new administration.
2024-11-2117 min
Big Picture Investing with Kevin McCormickPalo Alto Networks Earnings Analysis Palo Alto Networks (PANW) released its fiscal first-quarter 2025 financial results, reporting strong revenue growth and exceeding expectations. The company highlighted its platformization strategy, which integrates various security solutions into a unified platform, as a key driver of its success. PANW reported significant growth in its Next-Generation Security ARR (Annual Recurring Revenue), driven by a focus on cloud and network security. This report also indicated that the company expects continued momentum in its platformization strategy, leading to increased revenue and profitability. Furthermore, PANW announced a two-for-one forward stock split, aiming to make its shares more accessible to a wider range...
2024-11-2119 min
Big Picture Investing with Kevin McCormickSnowflake Third Quarter Earnings RecapSnowflake's earnings press release for the third quarter of fiscal year 2025. The press release reports Snowflake's financial performance for the quarter, including revenue growth, net revenue retention rate, and customer acquisition. The release also includes Snowflake's financial outlook for the fourth quarter of fiscal year 2025 and the full fiscal year. The second document is Snowflake's investor presentation for the third quarter of fiscal year 2025. This presentation provides a more detailed overview of Snowflake's business, including its AI Data Cloud platform, its market opportunity, and its financial performance. The presentation also includes a discussion of Snowflake's key business metrics, its...
2024-11-2120 min
Big Picture Investing with Kevin McCormickNvidia Third Quarter Earnings Release And a Deep Dive Into The Future Of AINvidia released their financial results for the third quarter of fiscal 2025, reporting record revenue of $35.1 billion, driven primarily by strong growth in the Data Center segment. The company highlighted the increasing adoption of AI across industries, with a focus on their Hopper and Blackwell computing platforms for AI development and deployment. Nvidia's outlook for the fourth quarter of fiscal 2025 anticipates revenue of $37.5 billion, further emphasizing their confidence in the continued growth of the AI market.
2024-11-2120 min
Big Picture Investing with Kevin McCormickApplied Materials Fourth Quarter Fiscal 2024 Earnings Announcement and Business ReviewWe review Applied Materials' financial performance in the fourth quarter and fiscal year 2024. Applied Materials, a leading supplier of semiconductor manufacturing equipment, exceeded expectations in terms of earnings and revenue, driven by strong demand for artificial intelligence chips and electronic devices. However, the company's stock price fell due to a modest sales outlook for the current quarter. The sources also highlight key industry trends, such as the growing importance of energy-efficient computing and materials engineering, and Applied Materials' strategic initiatives to capitalize on these trends, including its investment in R&D, collaboration with customers, and expansion of its services...
2024-11-2117 min
Big Picture Investing with Kevin McCormickNVIDIA AI Experts Predictions For 2025NVIDIA experts from various industries predict that 2025 will see a significant rise in agentic AI — AI that can learn, adapt, and make decisions autonomously. This will result in a wide range of advancements, including intelligent robots that can perform complex tasks in healthcare, manufacturing, and other fields, AI-powered customer service agents that can provide personalized experiences, and smart grids that can optimize energy consumption. The experts also anticipate a growing reliance on AI factories that utilize vast datasets to refine AI models and improve performance in areas like drug discovery, finance, and retail.
2024-11-1422 min
Big Picture Investing with Kevin McCormickCNBC Seeking Alpha Recap From Day OneThe CNBC Delivering Alpha Investor Summit was an event that focused on the U.S. economy, the stock market, and the impact of Donald Trump’s reelection on both. It featured speeches and interviews with prominent figures in the finance industry, including David Einhorn, Nelson Peltz, Ben Affleck, and Gerry Cardinale, discussing topics ranging from value investing and market valuations to the future of the entertainment industry and the risks associated with rising inflation. The summit also explored how AI technology is transforming various industries, particularly the movie industry, and the challenges of navigating student activism and investment portfolios.
2024-11-1416 min
Big Picture Investing with Kevin McCormickCAVA Third Quarter 2024 Earnings Announcement and Business ReviewWe are reviewing the financial reports from CAVA Group, Inc., a Mediterranean fast-casual restaurant company, for the third quarter of 2024. The reports highlight the company's strong financial performance, including a 39% increase in revenue and a 18.1% growth in same-restaurant sales. CAVA opened 11 new restaurants during the quarter, increasing its total restaurant count to 352. The reports also include an outlook for the full fiscal year 2024, with CAVA Group raising its guidance for revenue, profit margin, and Adjusted EBITDA.
2024-11-1317 min
Big Picture Investing with Kevin McCormickSafety in the Age of AI-Based Autonomous VehiclesWe discuss the fireside chat with Dr. Marco Pavone, Director of Autonomous Vehicle Research at NVIDIA and Dr. Mark Rosekind, public policy expert and former NHTSA Administrator, hosted by Danny Shapiro, VP Automotive, NVIDIA. This session addressed safety in the age of AI-based autonomous systems from both a technology and regulatory perspective.
2024-11-1322 min
Big Picture Investing with Kevin McCormickSpotify Third Quarter 2024 Earnings Results and Business ReviewSpotify's announced earnings for Q3 2024, outlining the company's financial performance and key highlights. The document details Spotify's user growth, revenue, profitability, and cash flow for the quarter. It also includes a breakdown of Spotify's business segments and highlights its efforts to expand its product and platform, including the launch of AI DJ in new markets, the expansion of AI Playlist, and the rollout of comments for podcasts. The document concludes with Spotify's outlook for Q4 2024, forecasting continued growth in subscribers, revenue, and profitability.
2024-11-1319 min
Big Picture Investing with Kevin McCormickShift4 Payments Returns To Earth After Third Quarter Earnings ReleaseShift4's third-quarter 2024 financial results and outlining details for the upcoming earnings conference call. The second source summarizes the company's Q3 earnings call, highlighting key performance indicators, positive developments, and challenges. The third source is Shift4's shareholder letter, which delves deeper into the company's financial performance for the quarter, providing a detailed analysis of key metrics and outlining future strategies for growth. This letter also includes a discussion of the company's non-GAAP financial measures and their use in assessing performance.
2024-11-1324 min
Big Picture Investing with Kevin McCormickON Holdings Third Quarter Earnings and Business Deep DiveOn Holding AG, a sportswear company, reported its financial results for the third quarter and nine-month period ended September 30, 2024. The report highlights record-breaking net sales and profitability, driven by strong growth in the direct-to-consumer (DTC) channel. On increased its full-year 2024 net sales growth outlook to at least 32% on a constant currency basis, fueled by its brand momentum, operational excellence, and increasing global brand awareness. The report also includes details on the company's financial performance, including net sales, gross profit, net income, and adjusted EBITDA.
2024-11-1213 min
Big Picture Investing with Kevin McCormickHome Depot 2024 Third Quarter Earnings and Business ReviewThis is the earnings release from The Home Depot for the third quarter of fiscal year 2023. It reports the company's financial performance, including a 3.0% decline in sales and a 12.2% decrease in net earnings compared to the same period last year. The release also includes the company's narrowed guidance for fiscal year 2023, indicating expectations for continued sales and earnings declines. Additionally, it provides key financial statements, including condensed consolidated statements of earnings, balance sheets, and cash flows.
2024-11-1216 min
Big Picture Investing with Kevin McCormickShopify Third Quarter 2024 Earnings and Business ReviewShopify Inc. announced its financial results for the third quarter of 2024, showcasing a 26% increase in revenue and a 19% free cash flow margin. The company's unified commerce platform continues to attract merchants of all sizes, with Shopify projecting continued growth into the fourth quarter. This press release includes a detailed breakdown of Shopify's financial performance, a discussion of its non-GAAP financial measures, and an outlook for the coming quarter. Shopify also provided a disclaimer regarding forward-looking statements and highlighted the risks that could affect its future results.
2024-11-1226 min
Big Picture Investing with Kevin McCormickPalantir Third Quarter 2024 Earnings AnalysisPalantir shares jumped 13% in extended trading on Monday after the data analytics software maker reported robust third-quarter results and revenue guidance. Here’s how the company did compared with LSEG consensus estimates:Earnings per share: 10 cents adjusted vs. 9 cents expected Revenue: $726 million vs. $701 million expected
2024-11-1117 min
Big Picture Investing with Kevin McCormickCoherent $COHR 2025 First Quarter Earnings AnalysisCoherent Corp., a global leader in materials, networking, and lasers, reporting the company's financial results for the first quarter of fiscal year 2025. The release highlights the company's strong revenue growth, driven by AI-related Datacom transceivers, and improved profitability, with increases in both GAAP and non-GAAP gross and operating margins. The release also includes a business outlook for the second quarter of fiscal 2025, forecasting continued growth in revenue and earnings. $COHR
2024-11-1118 min
Big Picture Investing with Kevin McCormickLive Nation Third Quarter 2024 Earnings Announcement RecapLive Nation Entertainment summarizes the company's third quarter 2024 financial results, outlining key performance indicators and future projections. The report highlights the company's record-breaking summer concert season, increased fan spending at venues, and strong ticket sales for both Live Nation concerts and Ticketmaster events. Live Nation also projects double-digit growth in its concert pipeline and sponsorship commitments for 2025, fueled by investments in new and renovated venues. The document further details the company's financial position, including cash flow and balance sheet information, and discusses its non-GAAP financial measures and their significance.
2024-11-1118 min
Big Picture Investing with Kevin McCormickQualcomm $QCOM Fourth Quarter 2024 Earnings Call RecapQualcomm's recent earnings announcement reveals strong growth in the fourth quarter and fiscal year 2024, with revenues exceeding $38 billion and earnings per share surpassing $8. The company highlights significant gains across segments including QCT (Qualcomm CDMA Technologies) and QTL (Qualcomm Technology Licensing), with QCT automotive revenues reaching a record high for the fifth consecutive quarter. The press release also includes forward-looking statements, providing guidance on Q1 FY25 revenue and earnings, and outlines the company's strategy for returning capital to shareholders through stock repurchases and dividends. The report concludes with a detailed analysis of Non-GAAP financial measures, explaining why these metrics are...
2024-11-0808 min
Big Picture Investing with Kevin McCormickThe Trade Desk $TTD Third Quarter 2024 Earnings AnalysisThe Trade Desk's Q3 2024 earnings performance. The first source is a transcript of the earnings call, where CEO Jeff Green and CFO Laura Schenkein discuss the company's strong revenue growth, fueled by CTV and retail media initiatives. They highlight the company's advantage in objectivity and transparency compared to walled gardens like Google and its strategic investments in AI and data. The second source is the official press release announcing Q3 results, which outlines key financial highlights and business developments. It emphasizes the company's commitment to Unified ID 2.0 and its role in shaping a more efficient and transparent advertising ecosystem...
2024-11-0821 min
Big Picture Investing with Kevin McCormickLumentum $LITE First Quarter 2025 Earnings RecapLumentum Holdings Inc., a company that manufactures optical and photonic products, announcing their financial results for the first quarter of fiscal year 2025. The release highlights strong revenue and earnings per share, particularly in the datacom laser chip segment, fueled by demand from cloud and AI infrastructure customers. Lumentum also discusses its strategy to expand its business in the cloud and AI sectors, mentioning new customer acquisitions and plans for increased production in the coming year.
2024-11-0814 min
Big Picture Investing with Kevin McCormickArista Networks Third Quarter 2024 Earnings AnalysisArista Networks, a networking company, announced its third-quarter financial results for 2024. The report highlights strong revenue growth driven by increased demand for its data center, campus, and AI-focused networking solutions. The company's key highlights include a partnership with Alabama Fiber Network to provide internet access to rural areas, advancements in its CloudVision platform for network management, and a collaborative project with Meta to build AI infrastructure at scale. Arista also announced a four-for-one stock split to make its shares more accessible to investors and provided financial guidance for the fourth quarter of 2024.
2024-11-0821 min
Big Picture Investing with Kevin McCormickArm Holdings 2025 Second Quarter Earnings AnalysisArm Holdings plc, a leading provider of semiconductor technology, has released its financial results for the second quarter of fiscal year 2025, showcasing strong performance. Revenue rose 5% year-over-year to $844 million, driven by record royalty revenue and continued growth in license revenue. Royalty revenue, up 23% year-over-year to $514 million, was boosted by the smartphone market recovery and increased adoption of Armv9 technology. License and other revenue decreased 15% to $330 million, reflecting normal fluctuations in licensing agreements. Despite this, Arm saw significant growth in demand for Arm Compute Subsystems (CSS), with more than double the number of licensees compared to the previous year. Arm's...
2024-11-0718 min
Big Picture Investing with Kevin McCormickAppLovin $APP Third Quarter 2024 Earnings Beat AnalysisIn a shareholder letter from AppLovin Corporation, they outline their financial performance for the third quarter of 2024. The letter highlights the company's impressive revenue growth, driven by advancements in their AXON technology which enables their advertising partners to spend more effectively. The letter also details the company's strategic capital allocation plan, focusing on investments in talent and technology, share repurchases, and maintaining a strong capital foundation. AppLovin Corporation provides an outlook for the fourth quarter of 2024 and includes a detailed breakdown of key financial metrics, segment information, and a reconciliation of non-GAAP financial measures.
2024-11-0710 min
Big Picture Investing with Kevin McCormickTake-Two Interactive Software $TTWO Second Quarter 2025 Earnings RecapThis report from Take-Two Interactive Software, Inc. provides an overview of the company’s financial performance for the second quarter of fiscal year 2025, which ended on September 30, 2024. The report includes details about the company’s Net Bookings, recurrent consumer spending, and GAAP net revenue for the quarter. The report also provides a financial outlook for the full fiscal year 2025, ending on March 31, 2025, and for the third quarter of fiscal year 2025, ending on December 31, 2024. The report highlights the company’s strong performance in the second quarter, driven by the popularity of franchises like Grand Theft Auto and Borderlands. The report also d...
2024-11-0715 min
Big Picture Investing with Kevin McCormickDutch Bros $BROS Third Quarter Earnings RecapThis earnings release from Dutch Bros Inc. reports the company's financial performance for the third quarter of 2024. Dutch Bros experienced strong revenue growth of 28% year-over-year, exceeding expectations due to increased same-store sales and new shop openings. The company also highlighted the success of its mobile order rollout, reaching 90% systemwide coverage. Dutch Bros revised its 2024 outlook, increasing revenue and Adjusted EBITDA guidance while maintaining its target for new shop openings.
2024-11-0713 min
Big Picture Investing with Kevin McCormickAstera Labs $ALAB Huge Third Quarter Earnings Surprise On AIAstera Labs, a leading provider of semiconductor-based connectivity solutions for cloud and AI infrastructure, reported strong third-quarter fiscal year 2024 financial results, with record revenue of $113.1 million. This increase was driven by expanding market opportunities with new Scorpio Fabric Switches, a family of products purpose-built for AI infrastructure at cloud-scale. Astera Labs' CEO, Jitendra Mohan, stated that the company has entered a new growth phase, driven by multiple product families ramping across AI platforms. The company also joined the Ultra Accelerator Link (UALink) Consortium to enable efficient high-speed connectivity between AI accelerators. Looking ahead, Astera Labs anticipates strong revenue growth...
2024-11-0615 min
Big Picture Investing with Kevin McCormickWeekly Stock Market Round UpWe provide insights into the current state of the stock market and its potential future trajectory. Recent earnings reports for S&P 500 companies show that a majority are exceeding expectations, which is a positive sign for the market. We look at the upcoming presidential election and its potential impact on various sectors, particularly highlighting the potential for increased growth in certain areas if a Republican wins. Overall, we see a healthy market with potential for continued growth, but we also warn of potential risks and the need for caution. $XHB $SPY $QQQ
2024-11-0614 min
Big Picture Investing with Kevin McCormickMicrosoft's Satya Nadella Says "Copilot" 61 Times During London Keynote And The Stock Moves Higher?!Satya Nadella, CEO of Microsoft, gave the keynote address at a technology conference in London. During the forty-minute presentation, "Copilot" was mentioned 61 times, "agent" 26 times, and "productivity" only four times. Nadella discusses the company’s vision for the future of artificial intelligence (AI), which he describes as a new technological shift driven by scaling laws similar to Moore's Law. He outlines three core platforms: Copilot, the AI stack, and Copilot devices. Copilot is a user interface for AI, while the AI stack provides tools for developers to build their own AI systems. Copilot devices integrate AI capabilities in...
2024-10-2306 min
Big Picture Investing with Kevin McCormickTexas Instruments $TXN Third Quarter Earnings RecapThis is a recap from Texas Instruments Incorporated (TXN), a semiconductor manufacturer, 's third-quarter 2024 earnings call. The call discusses TXN's financial performance in the third quarter of 2024, including revenue growth and profitability, as well as the company's outlook for the fourth quarter and 2025. It provides insights into the performance of different end markets, such as automotive, industrial, and personal electronics. The discussion also covers TXN's capital management strategy and its plans for future investments.
2024-10-2309 min
Big Picture Investing with Kevin McCormickAI Model Developed by Scientists At Harvard Detects Cancer With 96% AccuracyResearchers at Harvard Medical School have developed a powerful new AI model called CHIEF, which can analyze tumor images to diagnose cancer, predict patient survival, and even identify potential genomic variations. This model, trained on millions of images, can perform a wide range of tasks related to cancer evaluation across multiple cancer types, making it a valuable tool for clinicians and researchers. CHIEF outperforms existing AI methods in various key areas, including cancer cell detection, tumor origin identification, predicting patient outcomes, and identifying specific genes and DNA patterns associated with treatment response. Notably, CHIEF can also identify previously unknown...
2024-10-2209 min
Big Picture Investing with Kevin McCormickQualcomm Snapdragon Summit 2024 Announcements RecapQualcomm announced the launch of their latest flagship mobile chip, Snapdragon Summit, the Snapdragon 8 Elite, and its groundbreaking features. They showcased partnerships between Qualcomm and various companies, demonstrating the widespread adoption and excitement for the chip’s capabilities in on-device generative AI. Finally, we review the detailed product brief, outlining the chip's advanced features, including its powerful Qualcomm Oryon CPU, enhanced AI capabilities, improved camera technology, and support for multimodal generative AI.
2024-10-2211 minBig Picture Investing with Kevin McCormickWeekly AI News Round UpWe review the surging demand for artificial intelligence (AI) and its impact on several industries. We highlight the booming profits of chipmaker Taiwan Semiconductor Manufacturing Company (TSMC) and its role in powering AI development. Multiple announcements cover the increasing investment in nuclear power by major tech companies, such as Google $GOOGL, Microsoft $MSFT, and Amazon $AMZN, as they seek to address the energy demands of AI. Additionally, we examine the race for AI adoption in the banking sector, with JPMorgan Chase leading the pack in AI talent and research, while other institutions like Morgan Stanley and HSBC are making...
2024-10-2114 min
Big Picture Investing with Kevin McCormickMicrosoft Is Purchasing Three Times More Nvidia Blackwell Than CompetitorsAnalyst Ming-Chi Kuo, writing on Medium, discusses Microsoft’s massive orders for Nvidia’s GB200 AI chips in the fourth quarter of 2024, which exceed the total orders from other cloud service providers. Kuo predicts that Microsoft’s demand will drive significant growth in production for key component suppliers, leading to earlier revenue recognition for them compared to the assembly supplier, Foxconn. Kuo also highlights that Microsoft is proactively mitigating potential cooling challenges by initially deploying GB200 in data centers with lower temperatures. He concludes that while other cloud service providers like Amazon and Meta have placed orders for GB200, Micros...
2024-10-2007 min
Big Picture Investing with Kevin McCormickKevin McCormick & Tom Lee Outline Why Homebuilders Are A BuyKevin McCormick, Just Some Guy Trading, 2021 World Champion Futures Trading, and Fundstrat's Tom Lee see homebuilders $XHB & $ITB outperforming the market over the next six months. We discuss how both experts align on this market call from two perspectives.
2024-10-1806 min
Big Picture Investing with Kevin McCormickAmerican Express Third Quarter 2024 Earnings Results Overview $AXPAmerican Express Company (AXP) Q3 2024 Earnings Call Transcript discusses the company's strong financial performance, highlighting record revenues for the 10th consecutive quarter and an increase in earnings per share. The transcript details the key drivers of this success, which include a robust business model, continued investments in marketing and technology, and a focus on product refresh strategies. The call also touches on the company's credit performance, which remains strong, and its plans for capital return to shareholders. The discussion emphasizes the importance of the company's premium customer base and its commitment to growth in the dining sector through strategic...
2024-10-1807 min
Big Picture Investing with Kevin McCormickNetflix Third Quarter 2024 Earnings Recap $NFLXNetFlix's quarterly financial performance, including revenue growth, operating margin, and net income. It also provides insights into the company's content strategy, advertising business, and plans for the future. Key takeaways include the company's continued growth in streaming memberships and revenue, a focus on increasing engagement and improving the variety and quality of its content offerings, and expanding its advertising business. The letter concludes with financial statements and a breakdown of regional performance. $NFLXThis was created with assistance from AI.
2024-10-1805 min
Big Picture Investing with Kevin McCormickDan Loeb's Third Point Third Quarter Investment Letter Deep DiveWe are reviewing the quarterly investor letter from Third Point LLC, a hedge fund managed by Daniel Loeb. The letter details Third Point's portfolio performance, including a 3.9% return in the third quarter of 2024, driven by investments in event-driven and value-oriented stocks. It highlights new positions in DSV, a freight forwarder, and Cinemark, a movie theater chain, both anticipated to experience significant growth. The letter also discusses Third Point's performance in corporate and structured credit portfolios, and provides an update on a private position in R2 Semiconductor. Finally, it outlines new hires within Third Point, including additions to the private...
2024-10-1814 min
Big Picture Investing with Kevin McCormickElon Musk Deployed The World's Fastest Super Computer In Just 19 DaysJensen Huang, CEO of NVIDIA, recently discussed Elon Musk's x.AI deployment of the largest supercomputer running H200 in the world in nineteen days. This podcast summarizes Musk's deployment and my research over the last week. Elon Musk's ability to deploy this computer years ahead of competitors should give him an advantage in AI and his other business needs. $TSLA
2024-10-1712 min
AMERICAPLUS#134 Death & FriendsWelcome to another episode of AMERICAPLUS. This week, I want to catch up with you all and share some deeply personal experiences. I've been going through a tough time emotionally, dealing with the death of my father, Kevin McCormick, who passed away on August 1st. It's been a rollercoaster of emotions, and I want to share this chapter of my life with you. In this episode, I also discuss a full-circle moment where I prayed with my dad, a prayer he used to say with me when I was a child. It was a deeply moving experience that I...
2024-09-021h 23
Calvary Chapel of Perry | MessagesJuly 14th, 2024 | Gospel of Luke Chapter 14 | Guest Speaker - Kevin McCormickJuly 14th, 2024 | Gospel of Luke Chapter 14 | Guest Speaker - Kevin McCormickJoin us as Guest Speaker Kevin McCormick takes us through Luke chapter 14.►► Connect with us: https://linktr.ee/ccperry►► Check out the Calvary Perry store: https://thechurch.shop/shop/calvaryperry/►► Watch the livestreams here: https://www.youtube.com/@calvarychapelperry/streams🙏 If you need prayer, please comment down below, or let us know by reaching out to the church office at:►► Telephone: (585) 237-2720►► Email: contact@calvarychapelperry.com►► Website: www.calvarychapelp...
2024-07-1633 min
REALTY Funnels3.9 Top Real Estate Agents share the Secrets to Success, with Monica Weakley and Sharon McCormickJoin us as we chat with top Cincinnati real estate agents Monica Weakley and Sharon McCormick on the Realty Funnels Podcast with Kevin Cahill. They'll discuss their secrets to success in their local Cincinnati real estate market, including mindset, actions, behaviors, and the that have helped them achieve their goals. Tune in to learn from the best in the industry!
2024-05-2841 min
Payments Ground GameNavigating Industry Shows: Networking, Transition, and Tradition with John McCormickIn this episode of Payments Ground Game, we welcome John McCormick, a seasoned industry connector who played a pivotal role in establishing the Southeast Acquirers Association (SEAA.) The SEAA revolutionized the way Independent Sales Organizations (ISOs) engaged with products and networks when it was founded back in 2001.
The inception of this initiative was driven by a practical need: the challenge for salespeople to reach and connect with the numerous ISOs scattered across regions. The Annual SEAA Conference became a space where ISOs could convene to explore offerings, share industry insights, and enjoy a communal atmosphere without the ty...
2024-03-2838 min
Calvary Chapel of Perry | MessagesJanuary 7th, 2024 | Topical Message | Guest Speaker - Kevin McCormickJanuary 7th, 2024 | Topical Message | Guest Speaker - Kevin McCormickJoin us as guest speaker Kevin McCormick takes us through The Word of God.►► Connect with us: https://linktr.ee/ccperry►► Check out the Calvary Perry store: https://thechurch.shop/shop/calvaryperry/►► Watch the livestreams here: https://www.youtube.com/@calvarychapelperry/streams🙏 If you need prayer, please comment down below, or let us know by reaching out to the church office at:►► Telephone: (585) 237-2720►► Email: contact@calvarychapelperry.com►► Website: www.calvarychapelp...
2024-01-2236 min
Shed Talk with Kevin HallidayThe Future of AI: Navigating Disruptions & Seizing Opportunities - Chad McCormick, Mike Boyle (Part 2)It's Part 2 of our conversation with Chad McCormick and Mike Boyle. They both bring a wealth of knowledge and experience to the table. Chad's keen insights into AI disruptions and opportunities across diverse sectors offer a fresh perspective for tech enthusiasts and professionals looking to stay ahead of the curve. On the other hand, Mike's expertise in breath work and physical training adds a unique dimension to the conversation, highlighting the significance of holistic well-being in the realm of AI advancements. Together, Chad and Mike's combined expertise creates a compelling dialogue, delving into the transformative potential of AI in...
2023-12-1428 minShed Talk with Kevin HallidayBuilding Lasting Friendships Through Golf, Beards, and Business - Chad McCormick and Mike Boyle (Part 1)Chad McCormick and Mike Boyle are the dynamic duo joining Kevin Halliday in the first of two episodes on Shed Talk. Chad, known for his love of golf and his impressive beard, brings his expertise in maintaining and nurturing friendships with shared passions. Mike, with his own distinguished beard, adds his wisdom and insights on the topic of friendship, beards, and fitness. Together, Chad and Mike have known each other for over 20 years, forming a bond that goes beyond their shared interests. With their laid-back and friendly personalities, Chad and Mike are sure to provide an engaging and informative...
2023-12-0736 min
Grace In Real Life podcastGrace in Marriage: Intentionally creating the marriage you want with Kevin A. ThompsonYou don’t want to leave your marriage to chance. You want to design an intentional marriage, but how? Listen to Kevin Thompson in today's episode My marriage isn’t perfect. Ryan and I aren’t perfect. We struggle and get frustrated with each other. AND ALSO, we work on the relationship that we have. We are bound and determined to remember that before we were mom and dad, we were Ryan and Jill, two fun, Jesus-loving people who thought the other person was too awesome to get away. As much as we’ve messe...
2023-10-0343 min
Reflections of '96Kevin ShapiroContact Kevin Facebook: https://www.facebook.com/kevin.shapiro.56 Email: kmshapiro78@yahoo.com
2023-07-0319 min
GreenPill122 - Finding a Business Model for HyperStructures with Connor McCormick✨ Subscribe to the Green Pill Podcast ✨ https://pod.link/1609313639 🟢 Get the GreenPilled Book 🟢 https://greenpill.party/ Apple Show Link: https://podcasts.apple.com/podcast/id1609313639 Spotify Show Link: https://open.spotify.com/show/0l6aXWC94dd0RA3tkKfxjd ----- Can HyperStructures be Free Forever? Joining the podcast today is Connor McCormick to have a friendly debate with Kevin regarding the Challenges and Solutions for HyperStructures Business Models. They touch upon the role of speculation, prediction markets, and the necessity of Stable Attractors. Take the g...
2023-06-1359 min
Uncomfortable FriendThoughts on Grief - Interview with Kevin Part 2Send us a textI continue my interview with my husband Kevin covering the topics of grieving at work, the many kinds of grief and the challenge of relating, humanizing aspects of grief, and the future.If any part of this episode has touched you, you have a question/idea for an episode, or if you'd like to send Lincoln a note, please email: lincoln.m.mccormick@gmail.com. Until we meet again
2023-03-2937 minUncomfortable FriendThoughts on Grief - Interview with Kevin Part 1Send us a textIn today's episode, I have the first half of an interview I did with my husband, Kevin. We sat down and discussed how becoming parents has changed our relationship, how we've grieved in similar/different ways, leveraging our relationship as a tool while suffering, and some things he does differently after loss. Resources:Swallowed by a SnakeProvide me feedback via a quick 1 minute survey.If any part of this episode has touched you, you have a question/idea for an episode, or if you'd like to send Lincoln a...
2023-03-2237 min
Daniel Cronin In Conversation With....Daniel Cronin In Conversation With....... Sean Fahy, Kevin McCormick & Baa Sweeney about the development of the "Big Field"Officially opened on Sunday May 29th 1977, St. Brendan’s Pitch development was over 5years in the making. Kevin McCormick, Sean Fahy and Baa Sweeney bring us through the story of how the opportunity came about, how the club raised the money, the marquee in the Fair Green, the acts that came to play there and the stages of development.
2022-10-0959 min
Don't Kill the Messenger with Movie Strategist Kevin GoetzDavid Leitch (Director) & Kelly McCormick (Producer) Discuss Filmmaking & Movie ResearchSend Kevin a Text MessageKevin is joined by the powerhouse filmmaking team of producer Kelly McCormick and director David Leitch to discuss, among other things, what makes their successful partnership work on megahits such as Deadpool 2, Fast & Furious Presents: Hobbs & Shaw, Atomic Blonde, and Bullet Train.Kelly McCormick, ProducerKelly produced Atomic Blonde and executive produced Deadpool 2 and Hobbs & Shaw, among countless other films and television projects prior to establishing the production company 87North with David. Among her previous credits, Kelly served as Executive Vice President of Production and Acquisitions at S...
2022-10-0440 min
The Entrepreneurial EnclaveS3E28 | James McCormick - Let Relationships Be Your CurrencyJames McCormick is a creative consultant, entrepreneur and luxury brand ambassador. With over 20 years of experience in branding, entertainment marketing, event planning and sales experience he currently owns a luxury media brand Paradigm Luxury Group and is a Swiss watch advisor for H1912 Vintage. After a long career working in sports & entertainment for the National Football League, James leveraged his relationships and skills and entered the world of luxury goods and fashion. His passion for the luxury industry was solidified with his time at Louis Vuitton as a stylist and client advisor specifically in men's and women's...
2022-09-041h 05
Don't F*ck up the crime sceneEP 15# Matt McCormickDFUTCS interviews Senior ACO Matt McCormick from Coventry R.I., LETI & NACA certified, 17 years in the field.
2022-07-2936 min
The Line Change w/ Jon Jansen06-28-22 Line Change - Kevin McCormickHeavy.com's Kevin McCormick joins Jon Jansen to talk all things #Sixers, #NBA free agency rumors, and much more!
2022-06-2921 minThe Line Change w/ Jon Jansen03-31-22 Line Change - Kevin McCormickKevin McCormick joins the show to talk #Sixers, #NBA, #FinalFour, and more.
2022-04-0126 minThe Line Change w/ Jon Jansen03-15-22 Line Change - Kevin McCormickKevin McCormick joins the show to talk about what's going on with the #Sixers, the #NBA, and more.
2022-03-1623 minThe Line Change w/ Jon Jansen03-03-22 Line Change - Kevin McCormickKevin McCormick joins the show to talk the #Sixers, James Harden, and more.
2022-03-0425 minThe Line Change w/ Jon Jansen2-23-22 Line Change - Kevin McCormickKevin McCormick joins the show to talk Sixers, Harden, the NBA and more.
2022-02-2430 min
The Wolves of Broad Street89. Trade winds blowing w/ Kevin McCormickRyan, Sam, and our guest Kevin McCormick parse through the Philadelphia 76ers NBA trade deadline riff-raff. Kev tells us what he thinks a successful deadline would look like for the Sixers. The rumor mill and the Olympics both take out a lease in our Doghouse. The Eagles retain Jonathan Gannon and the Wolves give their Super Bowl takes. The MLB is still locked out. The Flyers are all the way back... to losing.
2022-02-101h 01The Line Change w/ Jon Jansen02-07-22 Line Change - Kevin McCormickKevin McCormick joins the show to talk NBA, Sixers, James Harden, and more!
2022-02-0823 minThe Line Change w/ Jon Jansen02-01-22 Line Change - Kevin McCormickKevin McCormick joins the show to talk Sixers, NBA, and more.
2022-02-0223 min
Pick Swap MediaJust When We Thought It Couldn't Get Worse ft. Kevin McCormickPSP is graciously joined by friend of the pod, Kevin McCormick aka KMac, and the obvious topics are discussed with a little bit of nuance and insight from a respected analyst. Time is a flat circle, things will never change, and the Sixers will continue to ruin the mental state of fans until further notice.
2021-09-2342 minThe Line Change w/ Jon Jansen08-03-21 Line Change - Kevin McCormickKevin McCormick joins Jon Jansen to talk Sixers, NBA free agency, and more.
2021-08-0415 minThe Line Change w/ Jon Jansen07-30-21 Line Change - Kevin McCormickKevin McCormick joins Jon Jansen on the #LineChange to talk NBA Draft, the Sixers, Ben Simmons, and more.
2021-07-3124 minThe Line Change w/ Jon Jansen07-13-21 Line Change - Kevin McCormickKevin McCormick joins Jon Jansen on the #LineChange to talk NBA Finals, Sixers off-season, and more.
2021-07-1426 minThe Line Change w/ Jon Jansen06-21-21 Line Change - Kevin McCormickKevin McCormick of Sports Illustrated joins Jon Jansen on the #LineChange to discuss Sixers-Hawks Game 7, where do the Sixers go from here, can Ben Simmons return, and more.
2021-06-2226 minThe Line Change w/ Jon Jansen06-17-21 Line Change - Kevin McCormickKevin McCormick of Sports Illustrated joins Jon Jansen on the #LineChange to talk about the epic Sixers collapse in Game 5 at home, Nets-Bucks Game 6, and more.
2021-06-1833 minThe Line Change w/ Jon Jansen06-15-21 Line Change - Kevin McCormickKevin McCormick of Sports Illustrated joins Jon Jansen on the #LineChange to talk Sixers, NBA Playoffs, and more.
2021-06-1631 minThe Line Change w/ Jon Jansen06-01-21 Line Change - Kevin McCormickKevin McCormick joins Jon Jansen on the #LineChange to talk Joel Embiid, Sixers-Wizards, NBA Playoffs, and more.
2021-06-0227 min
Grace In Real Life podcastHow to lead your family with love, not fear with Kevin A. Thompson [Grace in Parenting series]How can you tell if you’re parenting out of love or fear? Isn’t it important to keep our kids safe? How can we learn to love and be loved? In Episode 69, we’re talking about how to parent out of love instead of fear. In this interview, pastor, author, husband, and dad Kevin Thompson shares with us: How to lead your family with love, not fear How your child’s anxiety may be impacting your own And how to tell if you’re idolizing safety. Ryan and I both read Kevin’s latest book, Fearles...
2021-05-2550 minThe Line Change w/ Jon Jansen05-17-21 Line Change - Kevin McCormickKevin McCormick of 97.3 ESPN and Sports Illustrated joins Jon Jansen to discuss the Sixers, NBA Play-In games, and more.
2021-05-1825 min
Championship Vision Basketball PodcastEpisode 238: Coach Brian McCormick (PhD is a professional basketball coach, consultant, and clinician) "Player Development"Brian T. McCormick, PhD is a professional basketball coach, consultant, and clinician. McCormick has coached professionally in Denmark, Ireland, and Sweden, taking a team to the finals in Denmark's 1st Division and being selected to coach in Sweden's Damligan All-Star Game. He has coached CYO, AAU, high school, junior college, and college basketball in the western United States, and worked as a strength and conditioning coach for two junior-college basketball programs. McCormick has directed clinics in Canada, China, Greece, Ghana, India, Macedonia, Trinidad & Tobago, and throughout the United States, and spoken at coaching, strength & conditioning, and sports psychology conferences...
2021-04-231h 30The Line Change w/ Jon Jansen04-20-21 Line Change - Kevin McCormickSports Illustrated's and 97.3 ESPN's Kevin McCormick joins Jon Jansen to talk Sixers and the NBA.
2021-04-2125 minThe Line Change w/ Jon Jansen04-13-21 Line Change - Kevin McCormickKevin McCormick joins Jon Jansen to talk Sixers, NBA, and more.
2021-04-1418 minThe Line Change w/ Jon Jansen04-07-21 Line Change - Kevin McCormickKevin McCormick talks 76ers and the NBA with Jon Jansen.
2021-04-0822 minThe Line Change w/ Jon Jansen03-25-21 Line Change - Kevin McCormickKevin McCormick joins Jon Jansen to talk Sixers-Lakers, the NBA Trade Deadline, and if the Sixers did enough at the deadline to stay contenders vs. what other teams did.
2021-03-2628 minThe Line Change w/ Jon Jansen03-22-21 Line Change - Kevin McCormickKevin McCormick joins Jon Jansen to discuss the latest Sixers news.
2021-03-2319 min
Virtual Campfire hosted by Krystal KelleyE11: Rebel Buddhist with Kevin McCormickIn episode 11, I listen to Kevin McCormick’s story of how he somewhat accidentally immersed himself into a Buddhist Monastery in San Francisco in the early 1990’s. Kevin is a Mountaineer and Adventurer. Since Summer of 2020, I had planned to summit Mt. Shasta with a group Kevin climbs with. My trek has taken a turn and I am now trekking INSIDE Mt. Shasta. Kevin still plans to summit this year with his group. Kevin and I talk about how important music is in our lives and how much we miss live music. Our conversation travels backwards and forwards in time...
2021-03-191h 39
Pick Swap MediaEpisode 41- Mid-Season Awards and Thoughts ft. Kevin McCormickSean and James are joined by 97.3 ESPN's Kevin McCormick as they give their final thoughts on the first half of the season. The trio give their thoughts on the all-star situation with Simmons and Embiid, discuss their first-half takeaways, and give out their midseason awards for the Sixers and the NBA as a whole.
2021-03-1242 minThe Line Change w/ Jon Jansen03-10-21 Line Change - Kevin McCormickKevin McCormick of 97.3 ESPN and The Liberty Line joins Jon Jansen to talk about the Sixers' second half, the NBA, and more.
2021-03-1120 minThe Line Change w/ Jon Jansen02-22-21 Line Change - Kevin McCormickThe triple-double prospect Kevin McCormick joined The Line Change to sort through the Sixers recent woes and take a look around the rest of the NBA.
2021-02-2325 minThe Line Change w/ Jon Jansen02-16-21 Line Change - Kevin McCormickKevin McCormick is up been up late during the West Coast trip and was on late with us on The Line Change! We recap the Sixers three-game losing streak, what the team needs to work on and what moves the Sixers can make.
2021-02-1731 minThe Line Change w/ Jon Jansen01-19-21 Line Change - Kevin McCormickThe Sixers are getting their best player back against the Celtics, and no, I'm not talking about Joel Embiid. Kevin McCormick joined the show to talk about the Sixers upcoming game against the Celtics and the Bucks vs. Nets game from earlier this week.
2021-01-2023 minThe Line Change w/ Jon Jansen12-21-20 Line Change - Kevin McCormickKevin McCormick covers the Sixers for Liberty Line and joined The Line Change to discuss the Sixers season opener against the Wizards, and the NBA Tip-Off games.
2020-12-2222 min
Garbage into Gold: A Sixers PodcastMedia Week Recap, Schedule Release, Rotation with 97.3 ESPN's Kevin McCormickBrandon Apter is joined by Kevin McCormick from 97.3 ESPN to discuss the past week's Sixers media availability with thoughts on comments from Joel Embiid, Ben Simmons and Dwight Howard. We also break down the Sixers first half schedule and give thoughts on how the rotation could look heading into the season.Follow Kevin on Twitter @KevinMcC973.*** Garbage Into Gold is part of Philadelphia Sports Nation - Enhancing Your Philadelphia Sports Fan Experience. Visit online at PHLSportsNation.com. Follow @GarbageIntoGold on Twitter. Garbage into Gold merchandise is now available at http://bit.ly/GiGshop. ...
2020-12-0752 minPick Swap MediaEpisode 15: Special Guest Kevin McCormickThe guys are joined by 76ers insider for 97.3 ESPN, Kevin McCormick! They all discuss all the potential options for this offseason, from coaching, draft, roster moves, and everything in between!
2020-09-1748 min
The Sports Bash with Mike Gill & Hunter BrodyThe Sports Bash 7/24/20 - Kevin McCormick joins for Sixers PregameBrodes & Josh, filling in for Mike Gill, were joined by Kevin McCormick to lead you into the Sixers
2020-07-2420 min
The Mindset EffectE22 | Adversity Before Success with JT McCormickIn episode 22 of The Mindset Effect, we interview Mr. JT McCormick. JT has an amazing story with a past of abuse, discrimination, poverty, and neglect. JT drew on those experiences to write the next chapter of his life—one of success. JT McCormick currently serves as the President and CEO of Scribe Media, a publishing company that helps individuals from a variety of backgrounds write, publish, and market their books. Scribe Media has worked with more than 1600 authors, including members of The Nobel Peace Prize Committee and David Goggins, and was recently ranked the #1 Top Company Culture in America by...
2020-05-1637 min
Authority NationEP#004 AUTHORITY NATION - Lara McCormickEP#004 - Lara McCormickWelcome to the AUTHORITY NATION PodcastMy guest today is Lara McCormick, Direct marketing veteran, networking queen and National accounts manager for Big Rock Communications.Lara is a dynamo, a ball of positive energy. She has connected hundreds of business owners, instigated deals worth tens of thousands and grown a finance company from zero to $350,000,000.00 Full episode live at 8pm tonight.Subscribe to "Authority Nation" on your favourite Podcast App.Register your Business profile on https://authority.co.nz/
2020-02-0331 min
Authority NationEP#004 AUTHORITY NATION - Lara McCormickWelcome to the AUTHORITY NATION PodcastMy guest today is Lara McCormick, Direct marketing veteran, networking queen and National accounts manager for Big Rock Communications.Lara is a dynamo, a ball of positive energy. She has connected hundreds of business owners, instigated deals worth tens of thousands and grown a finance company from zero to $350,000,000.00 investment.Full episode live, Subscribe to "Authority Nation" on your favourite Podcast App.Register your Business profile on https://authority.co.nz/Support the showCheck...
2020-02-0301 min
The Remso Martinez ExperienceCan Kevin McCormick Change The Game In Arizona?Kevin McCormick came out of nowhere in 2016 during the Libertarian Party Convention, but this time he might be making an even bigger impact with his race for governor of Arizona in 2018.
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2018-03-1429 minThe Remso Martinez ExperienceFormer Presidential Candidate Kevin McCormick Talks Internet FreedomFormer Libertarian Part presidential candidate and technology expert Kevin McCormick joins the show to discuss immigration, talking to socialists when they'd rather scream, and the growing issue with Net Neutrality and the dangers facing the internet as we know it. Also we have a new game segment you need to check out! It all starts here folks, enjoy the show!
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2016-09-2140 min