Welcome to Episode 109 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss:

• The unofficial start of summer
• Politics driving the economic and market narratives of 2025
• US debt downgraded by Moody’s
• Trump’s “One Big Beautiful Bill” and what it means for the deficit
• Higher rates on US debt and beyond
• PEs remaining high on US stocks despite uncertainties

They finish up with "Uncorrelated" stories about severe buyer remorse over the 2024 Apple Vision Pro, as well as the slow death of the US southern accent.

Please see the links below for our disclosure.

Podcast Disclosure: https://www.marshallfinancial.com/off-street-podcast-disclaimer/