Off Street

Welcome to Episode 110 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss:

·         “One, Big, Beautiful Bill” passing House, but unlikely to pass Senate

·         50% EU tariffs waged and postponed in rapid succession

·         Several important economic deadlines approaching in July

·         The death of the US penny?

·         Bad housing data juxtaposing good consumer sentiment data

They finish up with "Uncorrelated" stories about a man who liquidated his 401(k) in order to buy a boat and sail from Oregon to Hawaii with his cat, as well as last Friday’s “Wienie 500” between the six Oscar Mayer Wienermobiles at the Indy 500.

Please see the links below for our disclosure.

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

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/

Welcome to Episode 108 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss:

• Office chair malfunctions

• Fed Meeting, CPI print giving an update on the economy

• Last Friday’s trade deal with the UK

• Monday’s lowering of tariffs with China

• A pulse check on where the bond and equity markets currently stand

• An American Pope and Newark flight chaos

They finish up with "Uncorrelated" stories about an 8-year old who bought 70,000 lollipops on his mother’s Amazon account, as well as the man who has been bitten by 200 poisonous snakes that scientists are turning to for better and broader anti-venoms.

Please see the links below for our disclosure.

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

Welcome to Episode 107 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss:

• Acceptable sandwich shop behavior

• Buffett stepping down from Berkshire Hathaway at age 94

• Noise vs. signal from the Trump Administration

• 9 straight up days on S&P 500 for first time in 20 years

• Macro backdrop and waiting to see how tariffs may impact hard data

• Today’s Fed Meeting and what we may hear from Jay Powell

They finish up with "Uncorrelated" stories about the intense 14 hour cleanup after a truck spilled 8 million dimes in Texas, as well as an Australian radio station that tricked listeners for 6 months with a radio host that was actually an AI bot.

Please see the links below for our disclosure.

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

Welcome to Episode 106 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss:

·         100 days of Trump 2.0

·         Being stuck on a tariff news carousel

·         Survey suggests economy is front of mind for Americans

·         Are we stuck in a lull of economic uncertainty?

·         Shein and Temu adding tariff charges to purchase price

·         How long until we know the full impact of tariffs on the economy?

They finish up with Uncorrelated stories about a 27-year who needed to be recused from Mt. Fuji for a 2nd time in four days after returning to retrieve a lost cell phone, as well as a man in the UK who unknowingly repurchased his previously stolen car.

Please see the links below for our disclosure.

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

Welcome to Episode 105 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss:

• Donald Trump calling Jay Powell a “major loser”
• A lookback at Trump and Powell’s tenuous relationship
• The importance of an independent Central Bank
• The “sell America” trade hurting stocks, bonds, and the dollar
• Where do we stand on tariff talks?
• Are stocks on sale at these prices?

They finish up with Uncorrelated stories about a humanoid robot half marathon in China, as well a scientific study looking at the validity of the age-old “5 second rule.”

Please see the links below for our disclosure.

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

Welcome to Episode 104 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss:

• One of the most volatile weeks in market history

• Wednesday's rally followed by Thursday's slide

• What to make of this week's more recent market calm?

• Path forward for tariff negotiations

• Is the "Trump put" still alive and well?

• Trump's team struggling to decide on a cohesive message

They finish up with Uncorrelated stories about the tenuous relationship between one Amish community and recent eBike innovations, as well as a French property dispute over the landscape that inspired Van Gogh's final painting.

Please see the links below for our disclosure.

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

Welcome to Episode 103 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss:

·         Trump’s “Liberation Day” tariff surprise

·         What is a tariff?

·         What is a trade deficit and are they actually a bad thing?

·         Why is Trump using tariffs to combat trade deficits?

·         Implications for the economy

·         Implications for relationships with our allies

·         Where do we go from here?

Please see the links below for our disclosure.

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

Welcome to Episode 102 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean are joined by Social Security expert Mary Beth Franklin. The three have an in-depth discussion about Social Security, from its humble beginnings 90 years ago, up to its rocky standing today. They talk recent changes put in place by the Trump administration, looming funding issues, as well as what we may be able to expect from the government program moving forward. 

Please see the links below for our disclosure. 

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

Welcome to Episode 101 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss:

·         The $1 million winner of Warren Buffett’s Bracket Challenge

·         Last week’s surprising FOMC Meeting and Dot Plot

·         Updates on Trump’s Tariff Policy

·         Buy-now-pay-later infiltrating food delivery apps

They finish up with "Uncorrelated" stories about teeth deflation in the tooth fairy market, as well as the unexpected Denny’s x Nvidia partnership to honor Jensen Huang’s time as a Denny’s dishwasher.

Please see the links below for our disclosure.

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