Off Street

Off Street

By Adam Reinert, CFA, CFP®BusinessInvesting
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Off Street episodes

  • Ep. 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 from a major franchisee
    - The end of Nike and Tiger Woods’ iconic 27-year relationship
    They finish up with "Uncorrelated" stories about the safest seat on an airplane and why the US Government may be cracking down on humorous highway safety signs.
    Please see the links below for our disclosure.
    Podcast Disclosure: https://www.marshallfinancial.com/off-street-podcast-disclaimer/
    34 min
  • Ep. 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 bluefin tuna in Japan as well as the scientifically optimal time to eat dinner.
    Please see the links below for our disclosure.
    Podcast Disclosure: https://www.marshallfinancial.com/off-street-podcast-disclaimer/
    34 min
  • Ep. 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-street-podcast-disclaimer/
    27 min
  • Ep. 37: The 2023 Off Street Awards
    Welcome 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/
    35 min
  • Ep. 36: When Doves Fly
    Welcome 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 pregnant women.
    Please see the links below for our disclosure.
    Podcast Disclosure: https://www.marshallfinancial.com/off-street-podcast-disclaimer/
    27 min
  • Ep. 35: $700 Million
    Welcome 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 business software at the center of a blowout World Championship in Las Vegas, and thousands of 20-somethings in Santa costumes that flooded the bars of Manhattan last weekend.
    Please see the links below for our disclosure.
    Podcast Disclosure: https://www.marshallfinancial.com/off-street-podcast-disclaimer/
    31 min
  • Ep. 34: November to Remember
    Welcome 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 below for our disclosure.
    Podcast Disclosure: https://www.marshallfinancial.com/off-street-podcast-disclaimer/
    30 min
  • Ep. 33: Authentic
    Welcome 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 the links below for our disclosure.
    Podcast Disclosure: https://www.marshallfinancial.com/off-street-podcast-disclaimer/
    29 min
  • Ep. 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/
    29 min
  • Ep. 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 below for our disclosure.
    Podcast Disclosure: https://www.marshallfinancial.com/off-street-podcast-disclaimer/
    24 min

About Off Street

From the publisher's feed

Welcome to Off-Street, the official podcast of the Marshall Financial Group Investment Team. Sit down with hosts Adam and Sean as they discuss their research, analysis, and opinions surrounding a range of interesting topics from the financial world and beyond.