Look for any podcast host, guest or anyone
Showing episodes and shows of

Adam Reinert

Shows

Off StreetOff StreetEp. 116: Ice WaterWelcome to Episode 116 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss:- Adam's European vacation- The most meme-able moment of 2025: The Coldplay Concert Affair- Are markets nearing euphoric bubble territory?- A “monster” week for economic data- Possibility of private investments, crypto in 401(k) options- Billionaire dupped out of $400 million by scammerThey finish up with "Uncorrelated" stories about the grocery stores that are updating the prices on their goods...2025-07-3029 minOff StreetOff StreetEp. 112: I'll Have AnotherWelcome to Episode 112 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss:·         Adam’s Malort taste test·         Updates on the ongoing US-China trade talks·         What the ugly Trump-Musk breakup means for the government and markets·         Asset managers continuing to slash fund fees·         Waymo driverless taxis in LAThey finish up with "Uncorrelated" stories about a TSA warning about the use of Costco Membership Cards as official IDs, as well as a rather large oversight in JPMorgan’s return to office plans.Please see the links bel...2025-06-1130 minOff StreetOff StreetEp. 98: Trump TariffsWelcome to Episode 98 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss: - The latest developments in the Trump Economy (and their implications) including: - New crypto reserve - Tariffs - Trade Deficits - Budget Deficit - Ukraine Spending - Followed by a HARD pivot to Mr. Beast’s fundraise at a $5 billion valuation They finish up with "Uncorrelated" stories about why our country’s Fort Knox gold reserves are priced at $42.22 an ounce, as well as the Oscars’ ludicrously capacious $220k gift bags. Please see the links below for our...2025-03-0536 minOff StreetOff StreetEp. 97: Future of Financial Tech (feat. Suleman Din)Welcome to Episode 97 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean are joined by Suleman Din, Advisor Intelligence Lead at AdvisorEngine. The three have a wide-ranging conversation on the topic of technology in financial services. From the days of pen and paper, to the innovation microfiche and excel, and perhaps a future involving AI assistants, Din gives us a rundown of how the industry has gotten to where it is today and where it may be heading in the future. Please see the links below for our disclosure. Podcast Di...2025-02-2632 minOff StreetOff StreetEp. 96: Tariffs, Hockey, and Meat RafflesWelcome to Episode 96 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss: · Our Super Bowl Parade experience · How tariffs are impacting Canadian NHL teams · Are Microsoft bonds safer than US Treasuries? · Where the smart money and dumb money are flowing this week · Famous YouTube Finfluencer closing his ETF after just over 2 years They finish up with "Uncorrelated" stories about a water filter for your shower, as well as how Midwest “Meat Raffles” raise money for youth sports teams throughout the Heartland. Please see the links below for our disclosure. Podcast Dis...2025-02-1928 minOff StreetOff StreetEp.95: World ChampionsWelcome to Episode 95 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss: · Adam’s Super Bowl 59 experience · Best and worst commercials from the game · Waffle House adding surcharge to egg orders · Surprising list of top 10 S&P 500 stocks by return over past 12 months · High dividend stocks leading broad market in recent months · Lot of LA home destroyed in wildfires getting 60 bids, selling for more than $1 million They finish up with "Uncorrelated" stories about a pair of unsolved egg heists in rural PA and Seattle, as well as the debate around dis...2025-02-1234 minOff StreetOff StreetEP. 94: Super BowlWelcome to Episode 94 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss: · Super Bowl Preview/Some of the strangest prop bet options · US toeing the line of an international trade war · Vanguard drastically cutting fees across 87 funds · Turning old prisons into apartments in Virginia · NYU professor pushing to allow students to major in “Sports” They finish up with "Uncorrelated" stories about a $50 garage sale painting that may be a $15 million lost Vincent Van Gogh, as well as the exclusive Applebee’s Date Night Pass that one North Dakota couple used to the f...2025-02-0531 minOff StreetOff StreetEp. 93: DeepSeekWelcome to Episode 93 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss: · The Philadelphia Eagles going to the Super Bowl · DeepSeek AI revelation leads to market rout · Colombia tariff threats and the impact on coffee futures · Bank CEOs earning $39 million, Starbucks CEO earning $96 million · Adam and Sean’s coffee shop idea They finish up with "Uncorrelated" stories about a “retail crime queenpin” that organized more than $8 million worth of theft from Ulta Beauty stores, as well as iPhones with TikTok pre-downloaded listed for $3,000 on eBay. Please see the links below for our...2025-01-2930 minOff StreetOff StreetEp. 92: InaugurationWelcome to Episode 92 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss: · Does the NFL have an officiating problem? · Notre Dame lost the CFP Championship but won the money battle · Value of college football powers vs. other schools' entire endowments · JPMorgan CEO Jamie Dimon thinks asset prices are “inflated” · What matters more for today’s market: the Fed or the President? They finish up with "Uncorrelated" stories about the historic snowstorms gripping the southeastern US, as well as the heated pickleball noise debate dividing one of the nation’s richest enclave...2025-01-2226 minOff StreetOff StreetEp. 91: Wet MoneyWelcome to Episode 91 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss: ·         How far would you go to ensure your favorite sports team wins a championship? ·         Is this the end of an economic era? Or the return to an old one? ·         JPMorgan asking employees to return to office 5 days a week ·         Falling consumer confidence conflicts with private jet for dogs startup ·         Musk and DOGE no longer believe $2 trillion in budget cuts is possible ·         Discussing the tragic California wildfires and implications for the housing and home insurance markets They finish up with "Uncorrelated" stories about the Belgian governm...2025-01-1537 minOff StreetOff StreetEp.90: Quitter's DayWelcome to Episode 90 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss: · Quitter’s Day for New Year’s Resolutions · Surgeon General’s warning for alcohol consumption · No Santa Claus Rally to finish 2024 · Analyst stock market forecasts for 2025 · “Fartcoin” and using optimism as a “cheat code” for your personal finances They finish up with "Uncorrelated" stories about the apartment complex being constructed on top of a Costco, as well as one man’s quest for 850: the elusive perfect FICO credit score. Please see the links below for our disclosure. Podcast Disclosure: htt...2025-01-0834 minOff StreetOff StreetEp. 89: The 2024 Off Street AwardsWelcome to Episode 89 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean unveil the 10 winners of the 2nd Annual Off Street Awards. Select awards include: ·         Logan Roy Memorial Shocking Executive Decision of the Year Award ·         Forbes 30 Under 30 Fiasco of the Year Award ·         Taylor Swift Shocking Economic Stat of the Year Award ·         Uncorrelated Story of the Year Award ·         S&P 500 Rollercoaster Ride of the Year Award Listen in to hear the winners of these categories and more! Please see the links below for our disclosure. Podcast Disclosure: https://www.marshallfinancial.com/off-street-podcast-disclaimer/2024-12-3028 minOff StreetOff StreetEp. 88: DronesWelcome to Episode 88 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss: · Drones wreaking havoc in the northeast · Economics of running a Christmas Tree Farm · A Home featured in Home Alone for sale in Illinois · Stories from NYC doormen and end of year tipping etiquette · Relative cost of living in NYC is lowest since Global Financial Crisis · How election results may change your purchasing behaviors They finish up with "Uncorrelated" stories about dogs allegedly being able to communicate with humans through push-to-talk buttons, as well as the multi-million dollar sum Mari...2024-12-1829 minOff StreetOff StreetEp. 87: Anti Brain RotWelcome to Episode 87 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss: · Should you put your marathon time on your resume? · Ontario’s anti-tariff commercials airing during NFL football games · Wharton’s suggestions to fix our debt and deficit problems · Updates on the murder of United Healthcare CEO Brian Thompson · Time Person of the Year, the Word of the Year, the Color of the Year They finish up with "Uncorrelated" stories about the Paul Skenes 1-of-1 $1 million baseball card treasure hunt, as well as the dive bar-inspired Miller High Life Bar-fu...2024-12-1127 minOff StreetOff StreetEp. 86: Tariff TalkWelcome to Episode 86 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss: · An AI “Death Clock” that estimates the day you will die · Encouraging Black Friday shopping numbers · How reliant are we on imports from China, Canada, and Mexico? · The threat (or lack thereof) of BRICS nations ditching the dollar · Enron’s surprise return (Just not in the way you may think) They finish up with "Uncorrelated" stories about the some of the most egregious cases of company credit card fraud, as well as the story of an emperor penguin’s unl...2024-12-0427 minOff StreetOff StreetEp. 85: Life Quality InsuranceWelcome to Episode 85 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss: · Subscription programs to buy frequent flier miles · Copenhagen’s “Life Quality Insurance Policy” · Italian homes for sale for just €1 · Buffett continuing to give away his fortune · Jersey Mike’s owner cashing in with $8 billion Blackstone deal · $100+ million fraud driven by a single Macy’s accountant They finish up with "Uncorrelated" stories about the return of one of McDonald’s most infamous products, the McRib, as well as “Brown Friday,” the most popular day of the year for plumbers. Please see the l...2024-11-2726 minOff StreetOff StreetEp. 84: Cheating the SystemWelcome to Episode 84 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss: · Netflix’s glitch-filled Mike Tyson-Jake Paul fight · The raid of Polymarket founder’s apartment · Money’s role in the “Unspoken Grief of Never Becoming a Grandparent” · Elect-Trump’s search for the next Treasury Secretary · A $12,000 elective surgery that permanently changes your eye color They finish up with "Uncorrelated" stories about the “skiplagging” trend making airlines angry and saving fliers money, as well as the insurance fraud case involving 3 luxury cars and a man in an ill-fitting bear suit. Please see the li...2024-11-2030 minOff StreetOff StreetEp. 83: Post Election 2024Welcome to Episode 83 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss: - The results of the 2024 Presidential election - A “French Whale” who won $50 million wagering on election outcomes - Trump’s proposed policies and what they may mean for the economy - What is a tariff and how might they impact Americans? - The Fed and Jay Powell under a Trump Presidency - Bitcoin and markets ripping post-election They finish up with "Uncorrelated" stories about the 43 monkeys that escaped from a facility in South Carolina, the war against...2024-11-1330 minOff StreetOff StreetEp. 82: Little SinsWelcome to Episode 82 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss: - Final odds from election betting markets - Thursday’s looming Fed decision - The jobs number feeling like a “random number generator” - American Airlines calling out boarding group skippers - What price would you pay to skip lines? - The “Little Sins” that workplaces are beginning to crackdown on - A slow decline of Multi-Level Marketing companies - America’s hottest new household appliance: Japanese Toilets They finish up with "Uncorrelated" stories about Sirius XM’s excessively ea...2024-11-0632 minOff StreetOff StreetEp. 81: (Not so) Infinite Money GlitchWelcome to Episode 81 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss: · A review of New York’s coldest martini · Robinhood accepting “bets” on the outcome of the election · NYSE considering 22 hour per day trading · JPMorgan suing customers that took part in “infinite money glitch” scam · Debates around 401(k) portability for employees They finish up with a 5-part "Uncorrelated" segment including stories about: · Goldfish temporarily rebranding with adult consumers in mind · “Chaos packaging” presenting everyday items in unexpected ways · 12 foot tall Home Depot skeletons taking over Halloween · NFL players consuming 80,000 Uncrusta...2024-10-3032 minOff StreetOff StreetEp. 80: Spirits StirringWelcome to Episode 80 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss: ·         Spooky signals from a quickly rising VIX ·         What it takes to run a successful haunted house ·         Potential surge pricing at Kroger? ·         Un-Shrinkflation at Pepsi Co ·         "Battleshares" ETFs blurring the line between investing and degenerate gambling ·         Socialism in American sports versus capitalism in European soccer They finish up with "Uncorrelated" stories about the zombie riddled bullet train ride between Tokyo and Osaka, as well as the 4-time reigning largest pumpkin champion of the United States retaining his throne. Please see the links below for our disclosure. Podcast D...2024-10-2334 minOff StreetOff StreetEp. 79: Shaken, Stirred, or Almost Frozen?Welcome to Episode 79 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss: ·         JPMorgan officially declaring a soft landing of the economy ·         Does knowing headlines a day early give you a trading advantage? ·         HVAC techs and plumbers selling their businesses for millions ·         The science behind New York’s coldest martini ·         Life spans up, health spans down They finish up with "Uncorrelated" stories about a riddle-based 31 year French scavenger hunt for a valuable gold owl, as well as a story about the country that eats more baked beans than the rest of the world combined. Please see the links below...2024-10-1630 minOff StreetOff StreetEp. 78: Hungry Hungry HENRYsWelcome to Episode 78 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss: ·         Goldman Sachs bumping S&P 500 forecast to 6,000 ·         The plight of the HENRYs (High Earners, Not Rich Yet) ·         How each presidential candidate might impact the US debt and deficit issues ·         Growing popularity of buffer ETFs and their pitfalls ·         Juicy margins in the horror movie space ·         A Canadian carpenter who turned C$88k into C$415 million before losing it all They finish up with "Uncorrelated" stories about a start-up looking to bring the woolly mammoth back from extinction, as well as the shipping vessel that vacationers are paying...2024-10-0933 minOff StreetOff StreetEp. 77: Climbing Multiple MountainWelcome to Episode 77 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss: · Red October · Shohei Ohtani's 50/50 ball and Costco updates · 3rd Quarter 2024 in review · Where are we on Multiple Mountain? · Is Gen Z unprepared for the workforce? · Twitter now valued almost 80% below acquisition price · Harvard Endowment returns lagging most peers · Making $6,000 a month scamming the Citi bike system They finish up with "Uncorrelated" stories about the “mini moon” that just entered Earth’s orbit, as well as the rise of friend groups pooling money to purchase homes together. Please see the links be...2024-10-0234 minOff StreetOff StreetEp. 76: Costco ChaosWelcome to Episode 76 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss: · Our first Costco experience · Are investors winning the “fight” vs. the Fed? · 23andMe’s entire board resigning · Goldman Sachs’s offices converted into apartments in NYC · Nike’s new CEO that worked his way up from intern · Microsoft reopening 3 Mile Island to support AI energy needs · Cards Against Humanity suing Elon Musk · Why “Buy American” doesn’t always lead to the best results · John Mulaney roasting tech workers at Salesforce’s “Dreamforce” Conference · Shohei Ohtani’s 50/50 season and the bidding war for the record H...2024-09-2532 minOff StreetOff StreetEp. 75: The Cool CEO IndexWelcome to Episode 75 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss: · Decision time for the Fed: 25 or 50 basis points? · Rotation continuing in S&P 500 · “The Man who Made Nike Uncool” · The Cool CEO Index · How many ETFs is too many ETFs? · Chipotle “collaborative robots” being used in stores · A pitch for a 40-year mortgage They finish up with "Uncorrelated" stories about some of the most sought after “business cards” in the world, as well as a buy now, pay later option for cosmetic surgeries. Please see the links below for our disclos...2024-09-1837 minOff StreetOff StreetEp. 74: Burden of ExpectationsWelcome to Episode 74 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss: - Millennials making major economic gains - S&P 500 recording its worst week since March 2023 - The new ETF that hopes to win by buying losers - Just Capital putting a spin on traditional ESG investing - Walmart turning to 3D technology to build an addition on a current store They finish up with "Uncorrelated" stories about the New Hampshire Mud Bowl Football Tournament that marked its 50 year anniversary, as well as the booming and cutthroat industry of...2024-09-1128 minOff StreetOff StreetEp. 73: September SwoonWelcome to Episode 73 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss: - Erie County asking rabid Bills fans to buy muni bonds for new stadium - NFL teams allowing investment from private equity firms - Private equity making waves in youth sports - September’s seasonal market weakness - How much money does it take to feel wealthy? - $1,000 a night hotel rooms becoming shockingly common - Falling value of hotel rewards points - Viral Chase check fraud scam They finish up with "Uncorrelated" stories about the most powe...2024-09-0432 minOff StreetOff StreetEp. 72: The Time Has ComeWelcome to Episode 72 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss: ·         Elon Musk tweeting 1.5 million words since 2019 ·         Jackson Hole commentary from Jay Powell and a “Golden Age” for economists ·         Oklahoma State’s “innovative” NIL idea for the college football season ·         Sports betting’s impact on saving and investment ·         Ikea’s new second-hand furniture marketplace ·         818,000 jobs evaporating in non-farm payroll revision ·         Topgolf on a surprising downward spiral ·         Red Lobster hiring former PF Chang’s CEO ·         Dallas Fed’s “Dinner Sausage Indicator” and other wacky macro tools They finish up with "Uncorrelated" stories about odd State Fair games from around the country, as well as the 12-hour en...2024-08-2834 minOff StreetOff StreetEp. 71: Remote CEOWelcome to Episode 71 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss: - Starbucks new “Remote CEO” working 1,000 miles from HQ - Last week’s solid inflation report and economist reaction - Stocks strong performance setting 2024 records - The plan to give first-time home buyers $25,000 - A combination washer-dryer taking on the home appliance market They finish up with "Uncorrelated" stories about an endurance swimmer ending up dozens of miles off course in Lake Michigan, as well as the audacious couple charging guests $450 to attend their lavish wedding. Please see the...2024-08-2130 minOff StreetOff StreetEp. 70: Stuck in SpaceWelcome to Episode 70 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss: ·         Country-by-country payouts for 2024 Olympic medals ·         A check-in on last week’s volatility spike ·         Each Presidential candidate’s support for ending taxation on tips ·         59% of survey respondents thinking we are in recession ·         Buffett owning more Treasury Bills than the Federal Reserve ·         Buying cheap, at-risk homes in Cape Cod ·         Softening in the US rental home/apartment market They finish up with "Uncorrelated" stories about two astronauts stuck on the International Space Station, as well as the $100 luxury dog perfume being offered by Dolce and Gabbana. Please see the links below for ou...2024-08-1439 minOff StreetOff StreetEp. 69: *SPECIAL REPORT* - (Don't) Panic!Welcome to Episode 69 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s SPECIAL EDITION episode, Adam and Sean take a look at the recent spike in volatility and what it means for markets, rates, the Fed, and more. Hear what they're thinking, feeling, and doing as they talk through the several fast-moving narratives that are driving this newly volatile market. Please see the links below for our disclosure. Podcast Disclosure: https://www.marshallfinancial.com/off-street-podcast-disclaimer/2024-08-0624 minOff StreetOff StreetEp. 68: Visual PollutionWelcome to Episode 68 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss: ·         The Paris Olympics and a theory around lackluster swimming performances ·         First -2% down day in almost 18 months ·         Presidential candidates pandering to the crypto community ·         Chipotle admitting their portion issues ·         “Friendly Fraud” and the worst of financial TikTok ·         Assumable mortgages allowing buyers to find 2.5% mortgages ·         Southwest getting rid of free seating ·         A terrifying financial planner experience for a Powerball winning couple They finish up with "Uncorrelated" stories about Switzerland’s fight against “visual pollution” in their cities, as well as a contradictory Ohio Supreme Court ruling on the presence of bones in bonele...2024-07-3134 minOff StreetOff StreetEp. 67: Witnessing HistoryWelcome to Episode 67 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss: · Volatile political news of the past two weeks · The shocking number of people letting cash sit in their IRAs · CrowdStrike’s massive outage and associated ripple effects · Small caps mounting a comeback · “Nepo Babies” in the business world · Australia’s push for retirees to use reverse mortgages · Department of Romance in Japan looking to boost birth rates · McDonald’s extending their $5 value deal · Retailers pushing for a “Check Zero” world · UBS Global Wealth Report They finish up with "Uncorrelated" storie...2024-07-2433 minOff StreetOff StreetEp. 66: Econo-MEWelcome to Episode 66 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss: ·         Follow-ups on: o    OpenAI Board o    Hot Dog Eating Contest Scandal o    Ed Yardeni Forecasts o    Michelin Star Taco Stand ·         Fed and inflation outlook after Jay Powell's statements to Congress ·         An heiress who let strangers decide how to give away her fortune ·         NFL star Sauce Gardner’s newfound love of golf ·         Proper Venmo etiquette ·         Worries about financial “wizardry” in private equity ·         Costco raising membership fees for first time in 7 years They finish up with "Uncorrelated" stories about a competitor to the Olympic Games that encourages participants to use performance e...2024-07-1734 minOff StreetOff StreetEp. 65: Intern DrewWelcome to Episode 65 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean (and special guest Drew Hanson!) discuss: ·         Woefully incorrect S&P 500 forecasts from the end of 2023 ·         Marko Kolanović’s ousting from JPMorgan ·         S&P 500’s NVDA concentration problem ·         Apple’s observer seat on OpenAI board ·         A future Zuckerberg Presidential run? ·         The start up helping expats find new countries to live in ·         AI use at fast food drive-throughs ·         “Quiet Vacationing” taking over for “Quiet Quitting” ·         6 day workweek in Greece ·         Baby Boomers taking a financial victory lap ·         Possible cruise ship bans in Juneau, Alaska They finish up with "Uncorrelated" stories about the Joey Chestnut-less July 4th Nathan’s Hot Dog...2024-07-1043 minOff StreetOff StreetEp. 64: Happy Bobby Bonilla DayWelcome to Episode 64 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss: • Roaring Kitty's large stake in Chewy • NFL hit with multi-billion dollar court ruling for violating anti-trust laws • Boston Celtics owners among many pro sports owners looking to sell • Chicken Soup for the Soul bankrupt after poor Redbox deal • Bobby Bonilla Day • PredictIt markets and the presidential election • Chipotle portion size study by Wells Fargo analysts • Jeffries CEO making important decisions while ordering a margarita on vacation • #BookTok and the resurgence of Kindle • Private Equity recruiting getting increasingly intense They finish up...2024-07-0337 minOff StreetOff StreetEp. 63: A Superstitious RealistWelcome to Episode 63 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss: · Increasingly long commutes for American workers · Retail investors’ shockingly large appetite for bonds · Most (and least) expensive states to raise a family of 4 in the US · New $5 McDonald’s Value Meal · Citi’s most important business arm (that you’ve likely never heard of) · Wells Fargo’s rent friendly credit card losing the company $10 million per month · Credit scores and the factors that move them · Zyn freezing online sales They finish up with "Uncorrelated" stories about the retro “Good Boy Polo...2024-06-2636 minOff StreetOff StreetEp. 62: Magnet Fishing and Faking WorkWelcome to Episode 62 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss: ·         Fed Meeting, inflation, and the market hitting new all-time highs ·         Apple’s partnership with OpenAI ·         Elon Musk’s fight for a $56 billion pay package ·         Southwest’s business model under threat from activist investor ·         Bots scooping up the most in-demand restaurant reservations in NYC ·         A magnet fisherman’s big payday ·         NVDA becoming the largest market cap stock in the S&P 500 ·         Wells Fargo firing employees for pretending to work They finish up with "Uncorrelated" stories about the Nathan’s Hot Dog Eating Contest banning the greatest eater of all-time, Joey Chestnut, as w...2024-06-1933 minOff StreetOff StreetEp. 61: The Uncorrelated Episode***SPECIAL EPISODE ALERT*** Welcome to Episode 61 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s special “Uncorrelated" episode, Adam and Sean discuss: ·         A library book in Finland returned 84 years late ·         An annual cheese rolling contest in the UK ·         The Kyle Convention in Kyle, Texas ·         Finance’s most famous dog ·         Two $1 million lottery wins for a Massachusetts woman in 3 months ·         A “Finance Bro” who bought his way onto a struggling pro soccer team ·         The Idaho man attempting to set the world record for most world records Please see the links below for our disclosure. Podcast Disclosure: https://www.marshallfinancial.com/off-street-podcast-disclaim2024-06-1233 minOff StreetOff StreetEp. 60: Can Money Buy Happiness?Welcome to Episode 60 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss: ·         Roaring Kitty’s 9 figure position in GameStop (GME) ·         Research around the “Can money buy happiness?” debate ·         Walmart managers can now make up to $530,000 per year ·         Loneliness among American workers ·         The 4-day work week ·         40 minute wait times for Starbucks coffee ·         Why the Dow is a bad index for broad market performance ·         Designer finds at cheap prices at TJ Maxx and Marshalls They finish up with "Uncorrelated" stories about the 2-year-old abstract painter selling pieces for $7,000 and the Amazon worker who delivered a package to an actively burning building but didn’t call 9...2024-06-0533 minOff StreetOff StreetEp. 59: Citrus Flavored GasolineWelcome to Episode 59 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss: ·         New developments in the Chipotle portion size drama ·         OpenAI mimicking Scarlett Johansson’s voice without her permission ·         Majority of Americans believing economy is worse than it truly is ·         Walmart and Target cutting prices on thousands of goods ·         Billionaire who gave $1,000 to every student at a college graduation ·         Former NFL star Antonio Brown filing for bankruptcy ·         Private Equity entering the world of college sports ·         How the $17 desk salad and fast casual beat out traditional fast food They finish up with "Uncorrelated" stories about the Home Alone house being listed for s...2024-05-2930 minOff StreetOff StreetEp. 58: How Do You Say Chipotle?Welcome to Episode 58 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss: ·         Hims plan to offer GLP-1 drug at 85% discount to Wegovy ·         Mexican Taco Stand becoming first of its kind to earn Michelin Star ·         Chipotle fans boycotting over shrinking portions and rising prices ·         Is the new Meme Stock craze already dead? ·         The $850 streaming bill to watch every NFL game in 2024-25 ·         Cheaper to rent than to buy in all top 50 metros in the US ·         How a Peter Lynch prediction from 30 years ago holds up today ·         Noted bear Mike Wilson turning bullish as stocks hit all-time highs ·         Chubb stock feeling...2024-05-2232 minOff StreetOff StreetEp. 57: "The Greatest Investor You've Never Heard Of"Welcome to Episode 57 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss: ·         The return of “Roaring Kitty” and GameStop stock ·         Random dart throwers outperform notable hedge fund managers ·         Remembering one of the best investors ever: Jim Simons ·         1 in 24 NYC residents being millionaires ·        How Apple’s edgy hydraulic press commercial backfired ·         Buffalo Wild Wings all you can eat boneless wings and fries deal ·        South Korean convenience stores selling gold bars ·         New GPT-4o features delivering blow to Duolingo’s stock They finish up with "Uncorrelated" stories about the Quebec Maple Syrup Cartel, and a German finger wrestling competition that dates back to the 13...2024-05-1527 minOff StreetOff StreetEp. 56: Bad = GoodWelcome to Episode 56 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss: · Jobs Data and the “True” Unemployment Rate · Berkshire Hathaway’s 2024 Annual Shareholder Meeting · Apple’s record $110 billion share buyback · JPMorgan’s “IndexGPT” offering · Bill Gross on why total return bond investing is “dead” · NBA's alleged $76 billion TV rights deal · Determining how long to hold onto your old car · Consumers predicting 10% mortgage rates · Starbucks' earnings report disaster · The rise of “No Show” fees at small businesses · Dave and Busters to allow gambling on arcade games They finish up with "Uncorrelated" stories about t...2024-05-0834 minOff StreetOff StreetEp. 55: New Old EconomyWelcome to Episode 55 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss: ·         Why the market rallied after below forecasted GDP for Q1 ·         How a chicken sandwich shop represents productivity growth in the economy ·         Peoples’ anger about returning to a “normal economy” ·         Americans retiring earlier and enjoying retirement more than they expected ·         A growing gap between rich and poor Millennials ·         1/3 of S&P 500 trading happens in the last 10 minutes of the day ·         Insights from a model made up of 60,000 Jay Powell headlines ·         The Yen’s major slide vs. the US Dollar They finish up with "Uncorrelated" stories about the Crying Baby Sumo Festi...2024-05-0130 minOff StreetOff StreetEp. 54: Cool ZuckWelcome to Episode 54 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss: - Follow-ups on 7 previous stories (from gold to Uncrustables to Red Lobster) - The recent market drawdown and where we may go from here - Amazon’s path from deflationary hero to possible inflationary force - $68 million in coins thrown away each year in the US - Bitcoin Halving and its implications for crypto - TSLA diehard investors and the cult of Elon Musk - Is Mark Zuckerberg cool now? - How Monster Energy’s consumer focus has re...2024-04-2435 minOff StreetOff StreetEp. 53: "Beat the Dealer"Welcome to Episode 53 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss: - Masters Tournament player (and caddie) payouts - Geopolitical risk and the impact on markets - Dissecting S&P 500’s surprisingly large long term returns - Blackjack/Hedge Fund pro Ed Thorp and his approach to longevity - Kalshi as a betting market for events beyond sports - Tesla layoffs and Cybertruck woes - Cathie Wood takes stake in OpenAI - Day in the life of a Walmart store manager making $240k per year - New York Community Bank off...2024-04-1730 minOff StreetOff StreetEp. 52: Eclipses & EarthquakesWelcome to Episode 52 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss: • Friday’s Earthquake and the economic impact of Monday’s Eclipse • Iowa and Caitlin Clark smash viewing records • Lego’s shocking returns as an asset class • How much the Acorn app saved users over 9 years • Average IRS refunds so far in 2024 tax season • How a chicken shop’s redesign cut worker’s steps in half • Student loan forgiveness and the birth of the $90,000/year education • Jamie Dimon and Bob Iger among CEOs making headlines They finish up with "Uncorrelated" stories...2024-04-1037 minOff StreetOff StreetEp. 51: April Fools' WeekWelcome to Episode 51 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss: - 2 years since the initial 2 year-10 year treasury inversion - The Fed’s ability to impact lingering inflation - Six figure salaries necessary to buy homes in 22 states - Larry Fink’s comments that a retirement age of 65 is “a bit crazy” - No self-made billionaires under 30 for first time since 2009 - Truth Social as a peak “meme stock” - Daniel Kahneman and his incredible legacy in behavioral finance They finish up with "Uncorrelated" stories about Tupperware’s struggles to f...2024-04-0329 minOff StreetOff StreetEp. 50: Greatest Inventions of All TimeWelcome to Episode 50 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss: - Shohei Ohtani betting scandal - Grand Canyon’s status as a for-profit university - Morning Brew’s “Greatest Inventions of All Time” bracket - Oral-B’s AI toothbrush - Cost of Medicare covering WeGovy - Apple antitrust lawsuit - Chipotle 50-to-1 stock split - Updated S&P 500 price targets - Boeing CEO stepping down - US plummets in happiness rankings They finish up with "Uncorrelated" stories about the new Dunkin coffee celebrating “Short Kings,” as well as new premium o...2024-03-2733 minOff StreetOff StreetEp. 49: March MadnessWelcome to Episode 49 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss: - Impact of March Madness on workplace productivity - Is Apple a value stock? - Dollar Tree selling items for up to $7 - Shake-up coming for realtor commissions - Gen Z disillusionment reaches a fever pitch - Effects of ultra-processed foods on the brain - Chick-fil-a’s dominance in the fast food market They finish up with "Uncorrelated" stories about the $2.99 Trader Joe’s mini tote bag selling for hundreds online, as well as the cheap fitness tool b...2024-03-2033 minOff StreetOff StreetEp. 48: Kate Middleton & Costco WineWelcome to Episode 48 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss: - $178,000 Oscar’s Gift Bag - COVID-19 lookback: 4 years since the start of the pandemic - Jay Powell’s congressional testimony -The growing distance between employees’ residences and place of work - UK’s 4-day work week study results - Costco’s cheap wine and $1.50 hot dog deal - Why JPMorgan thinks the Mag 7 are undervalued - Apple ditches its car development program - NYC preparing to roll out a new “Congestion Tax” for Manhattan drivers They finish up with "...2024-03-1334 minOff StreetOff StreetEp. 47: Dollaritas and Dollar DogsWelcome to Episode 47 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss: - Are we in a bubble? - Current state of crypto - How stocks got here and where they may go - Kellogg’s CEO controversial comments about eating cereal for dinner - Applebee’s “Dollarita” drives results in Q4 - Wendy’s dynamic pricing debacle - Why restaurants are capping the number of people in your reservation They finish up with "Uncorrelated" stories about a mom losing an $800k disability case after photos surface of her winning a Ch...2024-03-0638 minOff StreetOff StreetEp. 46: The AI Leap (Year)Welcome to Episode 46 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss: ·         IKEA ’s plan to save malls ·         NVDA’s record smashing single day market cap gain ·         What a positive January and February have historically meant for markets ·         The Big Mac Index in 2024 ·         Reasoning behind Berkshire Hathaway’s record cash pile ·         Why are there so many car washes popping up in the US? ·         Reddit's IPO filing They finish up with "Uncorrelated" stories about the results of the 1st Annual Florida Man Games and the debate over the widely dreaded 8am meeting. Please see the links below for our disclosure. Podcast Discl2024-02-2830 minOff StreetOff StreetEp. 45: #DaveRamseyWouldntApproveWelcome to Episode 45 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss: ·         A record number of Americans turning 65 in 2024 ·         The fund with a 94% yield (with a catch) ·         Gen Z, TikTok news, and the new age pushback against Dave Ramsey ·         A $50,000 scam that duped a notable finance writer ·         Lyft’s fat finger earnings report error ·         Fixing Friday productivity woes ·         Debate over a $50 minimum wage ·         Wawa’s expansion out of the northeast US They finish up with "Uncorrelated" stories about fake flight deals given by Air Canada’s rogue AI chat bot, as well as the mad rush for Dunkin’ Donuts’ “Dun-Kings” merch after the com...2024-02-2135 minOff StreetOff StreetEp. 44: Tesla & Meta & Apple, Oh MyWelcome to Episode 44 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean begin by recapping the most watched TV program of all-time: Super Bowl 58. The pair go on to discuss: ·         Has the “Magnificent 7” jumped the shark? ·         Updates on Tesla, Meta, and Apple ·         Has passive investing left the market “fundamentally broken?” ·         Bill Ackman’s proposal for a closed-end fund ·         Ark ETFs stands alone atop the “Top Wealth Destroying Fund Family” list They finish up with "Uncorrelated" stories about a PR nightmare for the Minneapolis mayor who called certain residents “losers,” as well as some of the best and worst of business jargon, including...2024-02-1433 minOff StreetOff StreetEp. 43: Super Bowl WeekWelcome to Episode 43 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean begin by talking about all things Super Bowl week including the outrageous Taylor Swift prop bets offered by sportsbooks. The pair go on to discuss: · Economic impact of the Super Bowl · David Rubenstein’s purchase of the Baltimore Orioles · Value’s shocking recent multi-year outperformance versus growth · $1 home lottery in Newark, NJ · Topeka’s push to bring workers to their city · 23andMe’s collapsing market cap They finish up with "Uncorrelated" stories about DINKs who are “struggling” despite $200,000+ in household income...2024-02-0735 minOff StreetOff StreetEp. 42: Now Hiring- $400k/yrWelcome to Episode 42 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean begin giving an update on the Boeing plug door debacle before discussing several hot topics such as: ·         Strong 4th quarter GDP with falling inflation ·         The Walmart role paying up to $400,000 ·         Why retailers ditching traditional malls for strip malls ·         Something Navy clothing brand collapse ·         Why doctors want to rename certain cancers They finish up with "Uncorrelated" stories about $200,000 Toyotas in Singapore and the bat problem plaguing the San Antonio Spurs arena. Please see the links below for our disclosure. Podcast Disclosure: https://www.marshallfinancia2024-01-3129 minOff StreetOff StreetEp. 41: American Dream (or Nightmare)Welcome to Episode 41 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean begin by talking about how new all-time highs in the S&P 500 conflict with articles discussing how the "American Dream" may be broken in the US. The pair then discuss several hot topics such as: - The value of college - Buying homes in Hawaii’s lava zones - Dave Portnoy going long Spirit Airlines (SAVE) - A startup allowing shareholders to sell proxy voting rights - Popular apps that will not be available on the Apple Vision Pro...2024-01-2429 minOff StreetOff StreetEp. 40: PPV Football?Welcome to Episode 40 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean begin by talking about the NFL’s Wild Card Weekend and what Peacock’s exclusively streamed Chiefs-Dolphins game may mean for the future of live sports. The pair then discuss several hot topics such as: - Elon Musk’s request for more control at Tesla - SEC’s compromised X account - The World Economic Forum in Davos, Switzerland - Debates over C-Suite use of company jets for personal use - Burger King spending $1 billion to buy back locations...2024-01-1733 minOff StreetOff StreetEp. 39: Who Wants to Be a Trillionaire?Welcome to Episode 39 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean begin by looking at the biggest story of the year so far: The Boeing/Alaska Air plug door blowout. The pair then discuss several hot topics such as: - Concerns over Elon Musk’s drug use - Bitcoin ETF race - How Bill Gates could have become a trillionaire - Debates over buying homes where a murder took place - The connection between the revitalization of Crocs and Stanley Cups They finish up with "Uncorrelated" stories about an $800,000 blue...2024-01-1033 minOff StreetOff StreetEp. 38: New Year, New Market?Welcome to Episode 38 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean begin by looking at the financial focused New Year’s Resolution at the top of Americans list heading into 2024. The pair then discuss financial influencers, a market approaching all-time highs, and the plausibility of affluent “forever renters” popping up throughout the US. They finish up with "Uncorrelated" stories about “leaf thieves” in suburban neighborhoods as well as the man earning $1 billion in passive income in 2024. Please see the links below for our disclosure. Podcast Disclosure: https://www.marshallfinancial.com/off-stre...2024-01-0326 minOff StreetOff StreetEp. 37: The 2023 Off Street AwardsWelcome to Episode 37 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean unveil the 10 winners of the 1st Annual Off Street Awards. Select awards include: • Jay Powell Quote of the Year Award • Forbes 30 Under 30 Fiasco of the Year Award • Bill Ackman “Hell is Coming” Take of the Year Award • S&P 500 Rollercoaster Ride of the Year Award Listen in to hear the winners of these categories and more! Please see the links below for our disclosure. Podcast Disclosure: https://www.marshallfinancial.com/off-street-podcast-disclaimer/2023-12-2734 minOff StreetOff StreetEp. 36: When Doves FlyWelcome to Episode 36 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean begin by looking at the continued market rally on the back of Jay Powell’s dovish statements at last week’s Fed meeting. The pair then look at S&P 500 predictions for 2024, the rally in bonds and bitcoin, and the state of the housing market as mortgage rates fall below 7%. They finish up with "Uncorrelated" stories about the surprise commodity Costco sold $100 million of last quarter, as well as a recent discovery behind the cause of morning sickness for pr...2023-12-2026 minOff StreetOff StreetEp. 35: $700 MillionWelcome to Episode 35 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean begin by breaking down the massive 10-year, $700 million Shohei Ohtani contract, and what the $68 million per year deferral could mean for his tax bill and overall earnings. The pair then look at a myriad of hot topics ranging from Mark Cuban’s sale of the Dallas Mavericks and a 4x levered S&P 500 offering, to a market first in over a year and the release of the new Cybertruck. They finish up with "Uncorrelated" stories about the mundane busi...2023-12-1330 minOff StreetOff StreetEp. 34: November to RememberWelcome to Episode 34 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean begin by breaking down a “November to Remember” for nearly all asset classes. The pair look at the rally’s impact on portfolios and valuations, as well as how overall performance this year stacks up against analyst forecasts. They finish up with legacy focused "Uncorrelated" stories about a quiet New Hampshire man’s surprise gift to his beloved hometown after his death, and another man’s dark money-related secret revealed to loved ones on his deathbed. Please see the links be...2023-12-0629 minOff StreetOff StreetEp. 33: AuthenticWelcome to Episode 33 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean begin by dissecting solid consumer spending data from the 2023 Thanksgiving shopping season. The pair then discuss how inflation is wreaking havoc on consumer psyche despite having limited impact on their spending, as well as the strong market rally we have seen in November. Be sure to stick around for "Uncorrelated" stories about a beloved movie franchise’s loss of a key supply, a viral marketing moment for Stanley Tumblers, and the NFL quarterback living with his parents. Please see...2023-11-2928 minOff StreetOff StreetEp. 32: The Housing Market (ft. Ben Stucker)Welcome to Episode 32 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean sit down with Ben Stucker, Co-Founder and CEO of Mortgage CS, for an in-depth interview on the state of the housing market. From the current supply and demand climate, to higher mortgage rates, to future outlook, we cover all things housing with an expert who experiences it firsthand each day. Please see the links below for our disclosure. Podcast Disclosure: https://www.marshallfinancial.com/off-street-podcast-disclaimer/2023-11-2228 minOff StreetOff StreetEp. 31: "Supernerds"Welcome to Episode 31 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean begin by discussing the great October CPI Report and break down the positive market reaction. The pair then discuss a slump for Home Depot and Lowe’s, consumers “trading down,” and a controversial (bad) piece of advice from Dave Ramsey. Be sure to stick around for "Uncorrelated" stories about an all-you-can-eat shrimp deal that ate into a national restaurant chain’s bottom line as well as a historic buyout for a legendary college football coach. Please see the links belo...2023-11-1523 minOff StreetOff StreetEp. 30: Bulls on ParadeWelcome to Episode 30 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean begin by discussing last week’s surprising market rally that saw the S&P 500 log its largest one week gain since 2022. The pair then discuss the messaging paradox the Fed continues to face before checking in on the status of two wunderkind founders and their floundering businesses. Be sure to stick around for "Uncorrelated" stories about online purchases that arrive in a “teeny-tiny” form, as well as golf shoes that require proof of skill to buy. Please see the link...2023-11-0828 minOff StreetOff StreetEp. 29: There's Always a Why (ft. David Botset)Welcome to Episode 29 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean begin by discussing "spookflation" and how rain in Africa can create an expensive Halloween in Maryland. The pair then dive into the ongoing "active vs. passive" discussion and share a great interview with Charles Schwab's David Botset about the firm's recently released annual ETF study. Be sure to stick around for "Uncorrelated" stories about how Florida is capitalizing on the wild "Florida Man" archetype and which states are the most and least stressed in the country. Please see th...2023-11-0132 minOff StreetOff StreetEp. 28: Proceeding CarefullyWelcome to Episode 28 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean begin by discussing the choppy markets we continue to endure and look at how the current level of different indices compare to their 2021 highs. The pair then attempt to make sense of recent Fed-speak and discuss how higher interest rates have wreaked havoc on the renting vs. owning a home debate in 2023. Be sure to stick around for "Uncorrelated" stories about how a Houston businessman hedges his store’s promotion through massive sports bets as well as how Unit...2023-10-2525 minOff StreetOff StreetEp. 27: "Vibecession"Welcome to Episode 27 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean begin by discussing the continuing “Vibecession” hanging over the economy at the one-year anniversary of a major recession call. The pair discuss “Vibecession” related market stories ranging from stock trading no longer being “fun,” to a bank CEO quitting his side gig as a DJ. Be sure to stick around for "Uncorrelated" stories about "kale-shooting robots" at Sweetgreen and how “girl math” and “boy math” are impacting how people budget for discretionary spending. Please see the links below for our disclosure. P...2023-10-1827 minOff StreetOff StreetEp. 26: Markets & Media (ft. Caleb Silver)Welcome to Episode 26 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean begin with a market update and a discussion around the competing narratives dominating the financial landscape in recent weeks. The pair then then sit down with Caleb Silver, Emmy-nominated business journalist and Editor-in-Chief at Investopedia, to discuss his thoughts, experiences, and all things financial media. Be sure to stick around for "Uncorrelated" stories about cheaper dress clothes that come with a smelly catch and a fundraiser celebrating “fat bears” in the Alaskan wilderness. Please see the links below for ou...2023-10-1135 minOff StreetOff StreetEp. 25: Red OctoberWelcome to Episode 25 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean begin by breaking down a rough September for the market and what we might be able expect as we head into the 4th quarter. The pair then discuss the start of the Sam Bankman-Fried trial and the release of Michael Lewis’s new book, “Going Infinite.” We then sit down with Dr. Brian Walsh, Head of Advice & Planning at SoFi to discuss his research on Financial Influencers that he presented at the FPA Annual Conference in Phoenix this past wee...2023-10-0434 minOff StreetOff StreetEp. 24: Saving and SpendingWelcome to Episode 24 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean sit down with Marshall Financial Wealth Advisor Matthew McGraw, CFP to discuss all things savings. From the basics of setting a budget to the immense power of compound interest, this wide-ranging conversation was a lot of fun. Be sure to stick around for an alcohol themed "Uncorrelated" segment about a wine spill in Portugal and the start of Oktoberfest in Munich, Germany. Please see the links below for our disclosure. Podcast Disclosure: https://www.marshallfinancial.com/off-street-podcast-disclaimer/2023-09-2727 minOff StreetOff StreetEp. 23: Too Much, Not EnoughWelcome to Episode 23 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean begin by discussing how some “investors” are turning the stock market into their own personal casino. The pair then discuss the problem with economic data, how assumable mortgages may impact the current housing situation, and why Harvard MBA’s are saying no to McKinsey and other elite firms. They finish with travel themed “Uncorrelated” stories about a ritzy TSA-free airport experience for a large fee and “aliens” presented to Mexican lawmakers. Please see the links below for our disclosure. Podc...2023-09-2026 minOff StreetOff StreetEp. 22: Football, Food, and PhonesWelcome to Episode 22 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean begin by discussing how market forecasts often vary among experts, even within the same firm. The pair then put a spin on several CPI topics, including responding to an article blaming boomers for high home prices, discussing how expiration dates can lead to wasted food, and how much is “too much” to pay for a smartphone. They finish with NFL themed “Uncorrelated” stories about a team owner’s AI hologram offering for fans and the offensive lineman behind a vinyl Chri...2023-09-1330 minOff StreetOff StreetEp. 21: Back to SchoolWelcome to Episode 21 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean begin by discussing the Charter Communications-Disney battle that created a rough kick-off to college football season for some fans, as well as the market’s bounce back in the 2nd half of August trading. The pair then discuss the surprising customer response to IKEA’s choice to ditch their classic maze format in certain stores, before sitting down with Senior Wealth Advisor Nicholas Pileggi to discuss best practices when saving for college. They finish with back-to-school related “Uncorrelated” stories ab...2023-09-0631 minOff StreetOff StreetEp. 20: Perception and DeceptionWelcome to Episode 20 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean begin by discussing the odd share price reaction to NVDA’s earnings beat, and why 2023 has been a hard year for active stock pickers. The pair then discuss stories related to misunderstandings about the current state of the labor market, deceptive sales pricing from large retailers, and why healthy people are getting full body MRIs. They finish with workplace related “Uncorrelated” stories about the most popular sick day of the year and the interesting details of the CIA's annual P...2023-08-3032 minOff StreetOff StreetEp. 19: Stock SlumpWelcome to Episode 19 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean begin by discussing the market’s recent losing streak to start August trading. The pair then discuss several stories related to the strength of the consumer in the face of elevated prices from autos, homes, and more. They finish with a discussion on yields and the Fed before “Uncorrelated” stories about a billionaires’ duel with a Nantucket restaurant and the debate around reclining seats on an airplane.2023-08-2328 minOff StreetOff StreetEp. 18: A (not so) Big Short?Adam and Sean begin by discussing Michael Burry’s newest (perhaps not so) “Big Short.” The pair then discuss several stories related to notable COVID era companies such as: WeWork’s concerning announcement, SBF’s trip to jail, Penn’s Barstool divestment, and struggling Airbnb renters. They finish with “Uncorrelated” stories about a local baseball team reaching the Little League World Series as well as a generational clash at Planet Fitness.2023-08-1628 minOff StreetOff StreetEp. 17: Son of a FitchAdam and Sean begin by discussing Fitch’s surprise downgrade of US credit. The pair then discuss several topics including: Ackman and Buffett on bonds, how much Americans think they need to retire and where they want to live, gas prices, and CPI. They finish with “Uncorrelated” stories about a spicy hot sauce lawsuit and Post Malone’s multi-million-dollar collectible purchase.2023-08-0930 minOff StreetOff StreetEp. 16: Rescinding the RecessionAdam and Sean begin by discussing a surprising article lamenting the fall of inflation as well as analysts' recessionary calls. The pair then discuss a billionaire’s insider trading scheme, a beloved sandal brand’s IPO, and the shocking price a college football player’s trading card received at auction. They finish with “Uncorrelated” stories about Subway’s free sandwiches promotion with a lifelong commitment and a condiment flavored skittle.2023-08-0227 minOff StreetOff StreetEp. 15: Shark SeasonAdam and Sean begin by discussing some of the “sharks” that may still be trying to take a bite out of market gains. The pair then discuss the 'mea culpa' of a noted market bear, as well as how the overall labor market compares to the contentious NFL Running Back market. They finish with “Uncorrelated” stories about a tiny handbag with a giant price tag and how an emoji led to a farmer’s $62,000 fine.2023-07-2629 minOff StreetOff StreetEp. 14: Headwinds to TailwindsAdam and Sean begin by discussing how last year’s headwinds have led to this year’s tailwinds as earnings season rolls on. The pair then discuss all things media as actor and writer strikes hit Hollywood ahead of this week’s highly anticipated “Barbie” and “Oppenheimer” releases. They finish with “Uncorrelated” stories about losing gamblers managing to turn a profit and a Fanatics backed 'Comic Con for Sports.'2023-07-1927 minOff StreetOff StreetEp. 13: Housing HypeAdam and Sean begin by dissecting the messy housing market as mortgage rates once again surpass 7%. The pair then have a broader discussion about the possible path of interest rates, as well as the impact of Meta’s new “Threads” offering. They finish with “Uncorrelated” stories about inflation hitting the US Postal Service and the bankruptcy of a “kitschy” resort in the heart of Times Square.2023-07-1223 minOff StreetOff StreetEp. 12: It's the Economy...Adam and Sean begin by remembering the legendary Harry Markowitz and his contributions to the investment world. The pair then reflect on a solid first half of 2023 before discussing what we may expect in the back half of the year. They finish up with the implications of a Musk-Zuck cage fight and “Uncorrelated” stories about a 21-year old’s 600 mile commute and how Pickleball may drive surprisingly high hospital bills.2023-06-2832 minOff StreetOff StreetEp 11: Patience PremiumAdam and Sean dive into this year’s strong market rally as we approach the halfway point of 2023, seeing how market performance has compared to strategist forecasts and investor sentiment. They then look at the patient and passive approach of the CIO of Nevada’s State Pension Fund before finishing with “Uncorrelated” stories about Beyoncé's impact on Swedish inflation and how frugal travelers are making strange fashion statements to avoid high baggage fees.2023-06-2131 minOff StreetOff StreetEp 10: Fear FatigueAdam and Sean begin by checking in on how the current market rally is impacting different sectors. They then check in on reports of consumers beginning to “trade down” and what we might expect from this summer travel season. The pair finish with a quick recap of the shocking PGA Tour-LIV Golf merger, and an “Uncorrelated” story about heated chef debates over the proper way to care for cast iron cookware.2023-06-1428 minOff StreetOff StreetEp 9: Hop, Skip or PauseAdam and Sean begin by putting debt ceiling discussion to bed for (at least) the next two years. They then talk about the state of the market and economy and how we may find ourselves in a “Goldilocks” type environment. The pair finishes with a discussion about how tipping culture has changed post-COVID and an “Uncorrelated” story about the war over the rights to the term “Taco Tuesday.”2023-06-0735 minOff StreetOff StreetEp 8: Deal or No Deal?Adam and Sean discuss the debt ceiling as a possible deal nears the finish line and check in on a market that has proved resilient so far in 2023. The two then look at a possible Hamptons slump for the summer season just as the Jersey Shore begins targeting luxury-seeking consumers. The pair finishes the show with “Uncorrelated” stories about grand-theft-backhoe in Illinois and a chaotic and dangerous cheese chasing competition outside of London.2023-05-3130 minOff StreetOff StreetEp 7: Down to the WireAdam and Sean start with new debt ceiling headlines as the X-Date quickly approaches. The two then discuss how negative headlines influence the market, as well as how Robinhood’s new 24-trading offering may impact investors. The pair finishes with “Uncorrelated,” discussing the new $700 wagyu burger in Philadelphia, and Starbucks' bold decision to change the type of ice they use in their drinks.2023-05-2426 minOff StreetOff StreetEp 6: The Debt DilemmaAdam and Sean check back in on the debt ceiling situation before taking a broader look at government spending and how proposed “Baby Bonds” could serve as a form of government investment. The pair then give a breakdown of recession chatter and an assessment of home country bias in investing. They finish with two food theme “Uncorrelated” topics surrounding fruit snack smuggling in Israel and butter debates in the Wall Street Journal.2023-05-1725 minOff StreetOff StreetEp 5: ... and the TurbulenceAdam and Sean begin by breaking down some of the topics spurring market turbulence, including the debt ceiling situation, Fed hikes, and continuing bank struggles. They then recap some of their favorite moments from this past weekend’s Berkshire Hathaway Shareholder Meeting before finishing with a New Jersey themed “Uncorrelated,” including stories about unruly Little League parents and the insurance implications of a meteor strike.2023-05-1025 minOff StreetOff StreetEp 4: The Calm...Adam and Sean begin by giving an update on a variety of inflation topics, including the price of eggs and the ever-changing car market. The two then move into a discussion about spending power and homeownership rates among Gen Z and millennials, before finishing with two "Uncorrelated" stories covering the impact of Pablo Escobar’s hippos in Colombia and the forced destruction of Miller High Life beers in Europe.2023-05-0329 minOff StreetOff StreetEp 3: Choose Your Own AdventureAdam and Sean begin by taking a look at how great stocks can be found in some surprising sectors, as well as how they have performed against some of their more well-known counterparts. We then dive into “Bulls and Bears” looking at the popular narratives from bullish and bearish investors as it relates to inflation, rates, the economy, and markets. We finish the show with "Uncorrelated,” taking a look at a gold robbery at a Canadian airport, as well as an A-list Hollywood actor with an impressive investment track record.2023-04-2635 minOff StreetOff StreetEp 2: Banks and BotsAdam and Sean begin by checking back in on bank sector stress as Q1 2023 earnings continue to roll in. We then move onto "Uncorrelated," where we discuss New York City’s new “Rat Czar” as well as a brazen dime heist in a Philadelphia parking lot. We finish the show by discussing AI developments including the new AI created Drake/The Weeknd song, how AI may impact the financial industry, and AI’s impact on the labor market moving forward.2023-04-1933 minOff StreetOff StreetEp 1: Welcome to Off StreetAdam and Sean begin by giving their takes on current bank stress as well as how aftershocks of COVID era asset bubbles are still being felt today. We finish the show with a new segment called "Uncorrelated" where we breakdown lighter financial stories such as the economics of the New York Yankees charging players for Wi-Fi on the team plane and how Netflix and HBO shows shape the way we plan our vacations.2023-04-1228 min