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“If you strip out housing, inflation is below trend.” Tim Davis covers economic data this week and shares his expectations for the Fed this year. He thinks we could get two rate cuts or more before the end of 2025. On earnings, he says, “The market is the Mag 7.” He's watching their reports closely and says “we need better than good enough” from them. Tim is cautious near-term, but more bullish next year.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Send us a textMatt & Todd produce a spoiler-free review after seeing Superman (2025) starring David Corenswet, Rachel Brosnahan & Nicholas Hoult.Special Guest Podcasters: Tim Davis, Eden Cummins, Liam Meakin
A new MP3 sermon from Grace Baptist Church of Waterford is now available on SermonAudio with the following details: Title: Where Does Mark's Gospel End? Subtitle: Mark: Devotionals Speaker: Tim Davis Broadcaster: Grace Baptist Church of Waterford Event: Devotional Date: 7/22/2025 Bible: Mark 16:9-20 Length: 31 min.
A new MP3 sermon from Faith Free Presbyterian Church is now available on SermonAudio with the following details: Title: Truth to the Next Generation Speaker: Mr. Tim Davis Broadcaster: Faith Free Presbyterian Church Event: Prayer Meeting Date: 7/16/2025 Bible: Psalm 78:1-8 Length: 27 min.
A new MP3 sermon from Grace Baptist Church of Waterford is now available on SermonAudio with the following details: Title: Why Suffering (part 2)? Subtitle: Mark: Devotionals Speaker: Tim Davis Broadcaster: Grace Baptist Church of Waterford Event: Devotional Date: 7/15/2025 Bible: Mark 15:21-32 Length: 39 min.
A new MP3 sermon from Grace Baptist Church of Waterford is now available on SermonAudio with the following details: Title: Why Suffering? (part 1) Subtitle: Mark: Devotionals Speaker: Tim Davis Broadcaster: Grace Baptist Church of Waterford Event: Devotional Date: 7/14/2025 Bible: Mark 15:21-24 Length: 37 min.
A new MP3 sermon from Grace Baptist Church of Waterford is now available on SermonAudio with the following details: Title: Lovingly Serving Haters Subtitle: Mark: Devotionals Speaker: Tim Davis Broadcaster: Grace Baptist Church of Waterford Event: Devotional Date: 7/10/2025 Bible: Mark 15:15-20 Length: 27 min.
A new MP3 sermon from Grace Baptist Church of Waterford is now available on SermonAudio with the following details: Title: Return to Christ after Failure Subtitle: Mark: Devotionals Speaker: Tim Davis Broadcaster: Grace Baptist Church of Waterford Event: Devotional Date: 7/8/2025 Bible: Mark 14:66-72 Length: 32 min.
Send us a textMatt & Todd produce a spoiler-free review after seeing Final Destination: Bloodlines (2025) starring Kaitlyn Santa Juana, Teo Briones, and Rya Kihlstedt.Special Guest Podcasters: Tim Davis
A new MP3 sermon from Grace Baptist Church of Waterford is now available on SermonAudio with the following details: Title: Be Faithful Though You Are Betrayed Subtitle: Mark: Devotionals Speaker: Tim Davis Broadcaster: Grace Baptist Church of Waterford Event: Devotional Date: 6/27/2025 Bible: Mark 14:17-21 Length: 28 min.
A new MP3 sermon from Grace Baptist Church of Waterford is now available on SermonAudio with the following details: Title: Trusting God When It Is Costly Subtitle: Mark: Devotionals Speaker: Tim Davis Broadcaster: Grace Baptist Church of Waterford Event: Devotional Date: 6/26/2025 Bible: Mark 14:12-16 Length: 28 min.
Send us a textMatt & Todd produce a spoiler-free review after seeing Thunderbolts* (2025) starring Florence Pugh, Sebastian Stan, and Julia Louis-Dreyfus.Special Guest Podcasters: Tim Davis
Tim Davis speaking at the 9:30 service, in the series Perspectives on the Holy Spirit
Tim Davis speaking at the 11 o'clock service, in the series Perspectives on the Holy Spirit
A new MP3 sermon from Grace Baptist Church of Waterford is now available on SermonAudio with the following details: Title: Will God's Word Pass Away? Subtitle: Mark: Devotionals Speaker: Tim Davis Broadcaster: Grace Baptist Church of Waterford Event: Devotional Date: 6/20/2025 Bible: Mark 13:31 Length: 36 min.
A new MP3 sermon from Grace Baptist Church of Waterford is now available on SermonAudio with the following details: Title: Will Israel Survive? Subtitle: Mark: Devotionals Speaker: Tim Davis Broadcaster: Grace Baptist Church of Waterford Event: Devotional Date: 6/18/2025 Bible: Mark 13:30 Length: 51 min.
A new MP3 sermon from Grace Baptist Church of Waterford is now available on SermonAudio with the following details: Title: Trust the Lord, He Promised to Come for You Subtitle: Mark: Devotionals Speaker: Tim Davis Broadcaster: Grace Baptist Church of Waterford Event: Devotional Date: 6/16/2025 Bible: Mark 13:24-27 Length: 24 min.
A new MP3 sermon from Grace Baptist Church of Waterford is now available on SermonAudio with the following details: Title: Look at All of God's "Blessing" Subtitle: Mark: Devotionals Speaker: Tim Davis Broadcaster: Grace Baptist Church of Waterford Event: Devotional Date: 6/11/2025 Bible: Mark 13:1-4 Length: 49 min.
A new MP3 sermon from Grace Baptist Church of Waterford is now available on SermonAudio with the following details: Title: Not All Worship of God Honors God Subtitle: Mark: Devotionals Speaker: Tim Davis Broadcaster: Grace Baptist Church of Waterford Event: Devotional Date: 6/9/2025 Bible: Mark 12:35-40 Length: 30 min.
Send us a textMatt & Todd produce a spoiler-free review after seeing The Accountant ² (2025) starring Ben Affleck, Jon Bernthal, and Cynthia Addai-Robinson. Special Guest Podcasters: Tim Davis
A new MP3 sermon from Grace Baptist Church of Waterford is now available on SermonAudio with the following details: Title: God Wins and IS Winning Subtitle: Mark: Devotionals Speaker: Tim Davis Broadcaster: Grace Baptist Church of Waterford Event: Devotional Date: 6/3/2025 Bible: Mark 12:1-12 Length: 33 min.
Investor Fuel Real Estate Investing Mastermind - Audio Version
In this conversation, Tim Davis shares his extensive journey in the real estate industry, from his early beginnings influenced by his family's construction background to navigating the challenges of the 2008 market crash. He discusses his transition from being a builder to an investor and the innovative strategies he employed to thrive post-crash. Tim emphasizes the importance of networking and building relationships in the industry, as well as his passion for coaching others to succeed in real estate. He concludes with insights on creating a clear vision for life and business. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind: Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply Investor Machine Marketing Partnership: Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com Coaching with Mike Hambright: Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform! Register here: https://myinvestorinsurance.com/ New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club —--------------------
A new MP3 sermon from Grace Baptist Church of Waterford is now available on SermonAudio with the following details: Title: Christ Gives Grace to Nobodies Subtitle: Mark: Devotionals Speaker: Tim Davis Broadcaster: Grace Baptist Church of Waterford Event: Devotional Date: 5/15/2025 Bible: Mark 10:13-16 Length: 31 min.
A new MP3 sermon from Grace Baptist Church of Waterford is now available on SermonAudio with the following details: Title: A Salty Heart Subtitle: Mark: Devotionals Speaker: Tim Davis Broadcaster: Grace Baptist Church of Waterford Event: Devotional Date: 5/13/2025 Bible: Mark 9:43-50 Length: 33 min.
A new MP3 sermon from Grace Baptist Church of Waterford is now available on SermonAudio with the following details: Title: Disciple, Bruise that Ego Subtitle: Mark: Devotionals Speaker: Tim Davis Broadcaster: Grace Baptist Church of Waterford Event: Devotional Date: 5/12/2025 Bible: Mark 9:42 Length: 33 min.
Send us a textMatt & Todd produce a spoiler-free review after seeing Sinners (2025) starring Michael B. Jordan, Miles Caton, and Saul Williams. Special Guest Podcasters: Tim Davis
Send us a textMatt & Todd produce a spoiler-free review after seeing The Woman in the Yard (2025) starring Danielle Deadwyler, Okwui Okpokwasili, and Peyton Jackson.
Nonprofit mergers and acquisitions aren't a sign of weakness—they're a powerful strategy for long-term viability and community impact. In this leading edge conversation, we bring together two sector leaders: Tim Davis, President and Managing Partner of Glick Davis and Associates, and Jeffrey R. Wilcox, CEO and Founder of Interim Executives Academy. Together with host Julia Patrick, they chart a bold roadmap for organizational transformation through strategic partnerships, timely interim leadership, and cultural integration.As Jeffrey begins, “A sustainable nonprofit must first be viable. And to be viable, you must be survivable.” He challenges nonprofits to move beyond survival thinking and embrace strategic collaboration before financial or leadership crises strike. Tim Davis builds on that, offering a real-world example of three regional nonprofits merging their missions to secure larger grants and extend their reach: “Instead of three groups asking for $10,000 each, they made a unified ask for $100,000—and won.”The conversation digs into the uncomfortable truths of nonprofit M&A—ego, fear, and lack of information—but offers actionable strategies. Tim emphasizes that success is cultural, not just financial: “Unless you build the culture between organizations, one side is always unhappy.” Meanwhile, Jeffrey explains the unique power of interim leaders to guide organizations through this kind of transformation: “Interims help people reach the conclusion themselves—it becomes their idea, their ownership.”This episode doesn't just present M&A as a lifeline for nonprofits in distress—it reframes it as a proactive, bold strategy for those who want to own their future. With funding shifts, demographic changes, and leadership transitions accelerating across the sector, Tim and Jeffrey argue that now is the time to build viable, mission-driven collaborations that will withstand what's ahead.Whether you're a board member, CEO, or funder, this conversation will challenge your assumptions and equip you with the mindset and tools to explore mergers—not out of desperation, but from a place of strength. 00:00:00 Welcome and introduction of guests 00:01:50 What is transitional leadership and why it matters 00:03:14 How Glick Davis supports nonprofit mergers and turnarounds 00:04:23 Rethinking sustainability: viability vs survivability 00:06:02 Why nonprofits must start M&A talks sooner 00:08:10 Real example: nonprofits merging for financial literacy impact 00:10:13 Navigating ego and mission in M&A conversations 00:11:35 The interim leader's role in M&A facilitation 00:13:04 Educating stakeholders before merger decisions 00:15:55 Secret sauce of nonprofit M&A: culture building 00:18:27 Knowing when your org is no longer viable 00:22:54 What great interim leaders really do #NonprofitLeadership #StrategicMergers #InterimExecutivesFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show
A new MP3 sermon from Grace Baptist Church of Waterford is now available on SermonAudio with the following details: Title: Follow the Lord Christ Subtitle: Mark: Devotionals Speaker: Tim Davis Broadcaster: Grace Baptist Church of Waterford Event: Devotional Date: 4/28/2025 Bible: Mark 8:34-38 Length: 35 min.
A new MP3 sermon from Grace Baptist Church of Waterford is now available on SermonAudio with the following details: Title: The Road Less Traveled Subtitle: Mark: Devotionals Speaker: Tim Davis Broadcaster: Grace Baptist Church of Waterford Event: Devotional Date: 4/25/2025 Bible: Mark 8:27-33 Length: 31 min.
A new MP3 sermon from Grace Baptist Church of Waterford is now available on SermonAudio with the following details: Title: A Heart of Compassion Subtitle: Mark: Devotionals Speaker: Tim Davis Broadcaster: Grace Baptist Church of Waterford Event: Devotional Date: 4/21/2025 Bible: Mark 8:1-10 Length: 32 min.
A new MP3 sermon from Grace Baptist Church of Waterford is now available on SermonAudio with the following details: Title: What Really Honors God? Subtitle: Mark: Devotionals Speaker: Tim Davis Broadcaster: Grace Baptist Church of Waterford Event: Devotional Date: 4/15/2025 Bible: Mark 7:6-14 Length: 35 min.
Send us a textMatt & Todd produce a spoiler-free review after seeing Death of a Unicorn (2025) starring Jenna Ortega, Paul Rudd, and David Pasquesi. Special Guest Podcasters: Tim Davis
Send us a textMatt & Todd produce a spoiler-free review after seeing Snow White (2025) starring Rachel Zegler, Emilia Faucher, and Gal Gadot. Special Guest Podcasters: Tim Davis & Marie Meakin
Tim Davis and Mark Vitner react to the March CPI print, which came in cooler than expected. Mark notes that because Easter comes so late in April, demand was delayed in March, and expects it to pick up more in the summer. Tim says his fear was “the data was already stale,” as forward-looking projections get harder. However, with energy and housing prices declining, it's a “green light” for the Fed to cut rates.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
A new MP3 sermon from Grace Baptist Church of Waterford is now available on SermonAudio with the following details: Title: Serve Christ Not Self Subtitle: Mark: Devotionals Speaker: Tim Davis Broadcaster: Grace Baptist Church of Waterford Event: Devotional Date: 4/9/2025 Bible: Mark 6:14-30 Length: 44 min.
A new MP3 sermon from Grace Baptist Church of Waterford is now available on SermonAudio with the following details: Title: From No Faith to Growing Faith Subtitle: Mark: Devotionals Speaker: Tim Davis Broadcaster: Grace Baptist Church of Waterford Event: Devotional Date: 3/28/2025 Bible: Mark 4:35-41 Length: 39 min.
A new MP3 sermon from Grace Baptist Church of Waterford is now available on SermonAudio with the following details: Title: Take Care WHAT You Hear Subtitle: Mark: Devotionals Speaker: Tim Davis Broadcaster: Grace Baptist Church of Waterford Event: Devotional Date: 3/25/2025 Bible: Mark 4:21-25 Length: 33 min.
A new MP3 sermon from Grace Baptist Church of Waterford is now available on SermonAudio with the following details: Title: Your Name Matters Subtitle: Luke: Devotionals Speaker: Tim Davis Broadcaster: Grace Baptist Church of Waterford Event: Devotional Date: 9/3/2024 Bible: Luke 16:19-31 Length: 41 min.
A new MP3 sermon from Grace Baptist Church of Waterford is now available on SermonAudio with the following details: Title: Learning Again and Again from Jesus Subtitle: Luke: Devotionals Speaker: Tim Davis Broadcaster: Grace Baptist Church of Waterford Event: Devotional Date: 9/18/2024 Bible: Luke 18:31-34 Length: 41 min.
A new MP3 sermon from Grace Baptist Church of Waterford is now available on SermonAudio with the following details: Title: Live Today in the Light of Judgment Day Subtitle: Luke: Devotionals Speaker: Tim Davis Broadcaster: Grace Baptist Church of Waterford Event: Devotional Date: 8/5/2024 Bible: Luke 12:54-59 Length: 28 min.
A new MP3 sermon from Grace Baptist Church of Waterford is now available on SermonAudio with the following details: Title: Disciple, Be Amazed Subtitle: Luke: Devotionals Speaker: Tim Davis Broadcaster: Grace Baptist Church of Waterford Event: Devotional Date: 9/17/2024 Bible: Luke 18:28-30 Length: 29 min.
A new MP3 sermon from Grace Baptist Church of Waterford is now available on SermonAudio with the following details: Title: God's Temple in God's Temple Subtitle: Luke: Devotionals Speaker: Tim Davis Broadcaster: Grace Baptist Church of Waterford Event: Devotional Date: 9/26/2024 Bible: Luke 19:45-48 Length: 31 min.
A new MP3 sermon from Grace Baptist Church of Waterford is now available on SermonAudio with the following details: Title: Compelled to Enter In Subtitle: Luke: Devotionals Speaker: Tim Davis Broadcaster: Grace Baptist Church of Waterford Event: Devotional Date: 8/21/2024 Bible: Luke 14:15-24 Length: 36 min.
A new MP3 sermon from Grace Baptist Church of Waterford is now available on SermonAudio with the following details: Title: God Still Does the Impossible Subtitle: Luke: Devotionals Speaker: Tim Davis Broadcaster: Grace Baptist Church of Waterford Event: Devotional Date: 9/20/2024 Bible: Luke 19:1-10 Length: 36 min.
A new MP3 sermon from Grace Baptist Church of Waterford is now available on SermonAudio with the following details: Title: The Deadly Delusions of Hypocrisy Subtitle: Luke: Devotionals Speaker: Tim Davis Broadcaster: Grace Baptist Church of Waterford Event: Devotional Date: 8/6/2024 Bible: Luke 13:1-9 Length: 29 min.
A new MP3 sermon from Grace Baptist Church of Waterford is now available on SermonAudio with the following details: Title: The Divided Heart Subtitle: Mark: Devotionals Speaker: Tim Davis Broadcaster: Grace Baptist Church of Waterford Event: Devotional Date: 3/20/2025 Bible: Mark 4:1-20 Length: 35 min.
A new MP3 sermon from Grace Baptist Church of Waterford is now available on SermonAudio with the following details: Title: The Good Father Subtitle: Luke: Devotionals Speaker: Tim Davis Broadcaster: Grace Baptist Church of Waterford Event: Devotional Date: 8/27/2024 Bible: Luke 15:11-32 Length: 40 min.
“This is the sixth fastest correction in the S&P,” says Tim Davis, “we're viewing this as a long-term opportunity.” He thinks there's a good chance that there won't be tariffs enacted in 1H25, with global trade agreements changing by that time. He says the administration is incentivized to “do the hard part” early, well before the election cycle.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Would you leave a stable, high-paying job at Google to build something that competes with NVIDIA, Intel, and AMD? That's exactly what Tim Davis, co-founder and president of Modular, did. Since then, his company has raised $130M to reimagine AI compute infrastructure — but are AI startups really desperate for a new compute layer? And what's it like to build a startup when your biggest competitors are trillion-dollar giants? In this episode of Fund/Build/Scale, Tim shares his vision for the future of AI compute, why talent is the real key to success, and some of the tough lessons he's learned from three startups. RUNTIME 46:27 EPISODE BREAKDOWN (1:26) “We are building a new accelerated execution platform for compute.” (6:41) “ It will exist all over the place and it already does, but AI will be everywhere that compute is.” (11:18) “ You only you only have so much time in a week. What is the thing that you're best at?” (15:13) “ We have decided to start from the hardest part of the software stack.” (22:44) “For the most talented people in the world, the risk is actually not as great as what you think.” (30:24) “ Growing up in Australia, my view of the of the United States was very much driven from the media and from Hollywood.” (33:26) “ I sat in a room for six weeks and just met everyone that I could. And that really was the beginning of a journey to the United States.” (37:48) “ I still think there's a special place in the Bay Area, and in the United States, there is a different risk appetite.” (40:41) The one question Tim would have to ask the CEO before he'd take a job at someone else's early-stage startup. LINKS Tim Davis, co-founder, president timdavis.com Chris Lattner, co-founder, CEO Modular AI startup Modular raises $100 mln in General Catalyst-led funding, 8/24/2023, Reuters SUBSCRIBE