Off Street

Welcome 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 links below for our disclosure.

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

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 the links below for our disclosure.

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

Welcome 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 United Airlines plans to speed up aircraft boarding by shaking up the traditionally tedious process.

Please see the links below for our disclosure.

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

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.

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

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 our disclosure.

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

Welcome 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 week. Be sure to stick around for a sports themed "Uncorrelated" segment about an emotional support alligator at an MLB game and the financial impact of Taylor Swift-Travis Kelce romance on the NFL.

Please see the links below for our disclosure.

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

Welcome 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/

Welcome 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.

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

Welcome 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 Christmas album.

Please see the links below for our disclosure.

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

Welcome 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 about extravagant dorm rooms and the classic school snack that is finding a large following among adults.

Please see the links below for our disclosure.

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