Off Street

Off Street

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

  • Ep. 80: Spirits Stirring
    Welcome to Episode 80 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss:
    ·         Spooky signals from a quickly rising VIX
    ·         What it takes to run a successful haunted house
    ·         Potential surge pricing at Kroger?
    ·         Un-Shrinkflation at Pepsi Co
    ·         "Battleshares" ETFs blurring the line between investing and degenerate gambling
    ·         Socialism in American sports versus capitalism in European soccer
    They finish up with "Uncorrelated" stories about the zombie riddled bullet train ride between Tokyo and Osaka, as well as the 4-time reigning largest pumpkin champion of the United States retaining his throne.
    Please see the links below for our disclosure.
    Podcast Disclosure: https://www.marshallfinancial.com/off-street-podcast-disclaimer/
    35 min
  • Ep. 79: Shaken, Stirred, or Almost Frozen?
    Welcome to Episode 79 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss:
    ·         JPMorgan officially declaring a soft landing of the economy
    ·         Does knowing headlines a day early give you a trading advantage?
    ·         HVAC techs and plumbers selling their businesses for millions
    ·         The science behind New York’s coldest martini
    ·         Life spans up, health spans down
    They finish up with "Uncorrelated" stories about a riddle-based 31 year French scavenger hunt for a valuable gold owl, as well as a story about the country that eats more baked beans than the rest of the world combined.
    Please see the links below for our disclosure.
    Podcast Disclosure: https://www.marshallfinancial.com/off-street-podcast-disclaimer/
    31 min
  • Ep. 78: Hungry Hungry HENRYs
    Welcome to Episode 78 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss:
    ·         Goldman Sachs bumping S&P 500 forecast to 6,000
    ·         The plight of the HENRYs (High Earners, Not Rich Yet)
    ·         How each presidential candidate might impact the US debt and deficit issues
    ·         Growing popularity of buffer ETFs and their pitfalls
    ·         Juicy margins in the horror movie space
    ·         A Canadian carpenter who turned C$88k into C$415 million before losing it all
    They finish up with "Uncorrelated" stories about a start-up looking to bring the woolly mammoth back from extinction, as well as the shipping vessel that vacationers are paying for the opportunity to work on.
    Please see the links below for our disclosure.
    Podcast Disclosure: https://www.marshallfinancial.com/off-street-podcast-disclaimer/
    34 min
  • Ep. 77: Climbing Multiple Mountain
    Welcome to Episode 77 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss:
    · Red October
    · Shohei Ohtani's 50/50 ball and Costco updates
    · 3rd Quarter 2024 in review
    · Where are we on Multiple Mountain?
    · Is Gen Z unprepared for the workforce?
    · Twitter now valued almost 80% below acquisition price
    · Harvard Endowment returns lagging most peers
    · Making $6,000 a month scamming the Citi bike system
    They finish up with "Uncorrelated" stories about the “mini moon” that just entered Earth’s orbit, as well as the rise of friend groups pooling money to purchase homes together.
    Please see the links below for our disclosure.
    Podcast Disclosure: https://www.marshallfinancial.com/off-street-podcast-disclaimer/
    35 min
  • Ep. 76: Costco Chaos
    Welcome to Episode 76 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss:
    · Our first Costco experience
    · Are investors winning the “fight” vs. the Fed?
    · 23andMe’s entire board resigning
    · Goldman Sachs’s offices converted into apartments in NYC
    · Nike’s new CEO that worked his way up from intern
    · Microsoft reopening 3 Mile Island to support AI energy needs
    · Cards Against Humanity suing Elon Musk
    · Why “Buy American” doesn’t always lead to the best results
    · John Mulaney roasting tech workers at Salesforce’s “Dreamforce” Conference
    · Shohei Ohtani’s 50/50 season and the bidding war for the record HR ball
    They finish up with "Uncorrelated" stories about an MLB all-star getting demoted after a long night at the casino, as well as the NFL owner that decided it was time to induct himself into his team’s Ring of Honor.
    Please see the links below for our disclosure.
    Podcast Disclosure: https://www.marshallfinancial.com/off-street-podcast-disclaimer/
    33 min
  • Ep. 75: The Cool CEO Index
    Welcome to Episode 75 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss:
    · Decision time for the Fed: 25 or 50 basis points?
    · Rotation continuing in S&P 500
    · “The Man who Made Nike Uncool”
    · The Cool CEO Index
    · How many ETFs is too many ETFs?
    · Chipotle “collaborative robots” being used in stores
    · A pitch for a 40-year mortgage
    They finish up with "Uncorrelated" stories about some of the most sought after “business cards” in the world, as well as a buy now, pay later option for cosmetic surgeries.
    Please see the links below for our disclosure.
    Podcast Disclosure: https://www.marshallfinancial.com/off-street-podcast-disclaimer/
    38 min
  • Ep. 74: Burden of Expectations
    Welcome to Episode 74 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss:
    - Millennials making major economic gains
    - S&P 500 recording its worst week since March 2023
    - The new ETF that hopes to win by buying losers
    - Just Capital putting a spin on traditional ESG investing
    - Walmart turning to 3D technology to build an addition on a current store
    They finish up with "Uncorrelated" stories about the New Hampshire Mud Bowl Football Tournament that marked its 50 year anniversary, as well as the booming and cutthroat industry of squeeze bottle olive oil.
    Please see the links below for our disclosure.
    Podcast Disclosure: https://www.marshallfinancial.com/off-street-podcast-disclaimer/
    29 min
  • Ep. 73: September Swoon
    Welcome to Episode 73 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss:
    - Erie County asking rabid Bills fans to buy muni bonds for new stadium
    - NFL teams allowing investment from private equity firms
    - Private equity making waves in youth sports
    - September’s seasonal market weakness
    - How much money does it take to feel wealthy?
    - $1,000 a night hotel rooms becoming shockingly common
    - Falling value of hotel rewards points
    - Viral Chase check fraud scam
    They finish up with "Uncorrelated" stories about the most powerful man in the balloon world who does events from the Olympics to the Super Bowl, as well as the Japan-based service you can hire to quit your job for you.
    Please see the links below for our disclosure.
    Podcast Disclosure: https://www.marshallfinancial.com/off-street-podcast-disclaimer/
    33 min
  • Ep. 72: The Time Has Come
    Welcome to Episode 72 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss:
    ·         Elon Musk tweeting 1.5 million words since 2019
    ·         Jackson Hole commentary from Jay Powell and a “Golden Age” for economists
    ·         Oklahoma State’s “innovative” NIL idea for the college football season
    ·         Sports betting’s impact on saving and investment
    ·         Ikea’s new second-hand furniture marketplace
    ·         818,000 jobs evaporating in non-farm payroll revision
    ·         Topgolf on a surprising downward spiral
    ·         Red Lobster hiring former PF Chang’s CEO
    ·         Dallas Fed’s “Dinner Sausage Indicator” and other wacky macro tools
    They finish up with "Uncorrelated" stories about odd State Fair games from around the country, as well as the 12-hour endurance lawn mower race held in the English countryside.
    Please see the links below for our disclosure.
    Podcast Disclosure: https://www.marshallfinancial.com/off-street-podcast-disclaimer/
    35 min
  • Ep. 71: Remote CEO
    Welcome to Episode 71 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss:
    - Starbucks new “Remote CEO” working 1,000 miles from HQ
    - Last week’s solid inflation report and economist reaction
    - Stocks strong performance setting 2024 records
    - The plan to give first-time home buyers $25,000
    - A combination washer-dryer taking on the home appliance market
    They finish up with "Uncorrelated" stories about an endurance swimmer ending up dozens of miles off course in Lake Michigan, as well as the audacious couple charging guests $450 to attend their lavish wedding.
    Please see the links below for our disclosure.
    Podcast Disclosure: https://www.marshallfinancial.com/off-street-podcast-disclaimer/
    31 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.