Off Street

Welcome 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 Pedometer Challenge.

Please see the links below for our disclosure.

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

Welcome 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.

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.

Adam 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.

Adam 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.

Adam 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.

Adam 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.'

Adam 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.

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.

Adam 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.