Off Street

Off Street

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

  • Ep. 70: Stuck in Space
    Welcome to Episode 70 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss:
    ·         Country-by-country payouts for 2024 Olympic medals
    ·         A check-in on last week’s volatility spike
    ·         Each Presidential candidate’s support for ending taxation on tips
    ·         59% of survey respondents thinking we are in recession
    ·         Buffett owning more Treasury Bills than the Federal Reserve
    ·         Buying cheap, at-risk homes in Cape Cod
    ·         Softening in the US rental home/apartment market
    They finish up with "Uncorrelated" stories about two astronauts stuck on the International Space Station, as well as the $100 luxury dog perfume being offered by Dolce and Gabbana.
    Please see the links below for our disclosure.
    Podcast Disclosure: https://www.marshallfinancial.com/off-street-podcast-disclaimer/
    40 min
  • Ep. 69: *SPECIAL REPORT* - (Don't) Panic!
    Welcome to Episode 69 of Off Street: The official podcast of the Marshall Financial Investment Team.
    In today’s SPECIAL EDITION episode, Adam and Sean take a look at the recent spike in volatility and what it means for markets, rates, the Fed, and more.
    Hear what they're thinking, feeling, and doing as they talk through the several fast-moving narratives that are driving this newly volatile market.
    Please see the links below for our disclosure.
    Podcast Disclosure: https://www.marshallfinancial.com/off-street-podcast-disclaimer/
    25 min
  • Ep. 68: Visual Pollution
    Welcome to Episode 68 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss:
    ·         The Paris Olympics and a theory around lackluster swimming performances
    ·         First -2% down day in almost 18 months
    ·         Presidential candidates pandering to the crypto community
    ·         Chipotle admitting their portion issues
    ·         “Friendly Fraud” and the worst of financial TikTok
    ·         Assumable mortgages allowing buyers to find 2.5% mortgages
    ·         Southwest getting rid of free seating
    ·         A terrifying financial planner experience for a Powerball winning couple
    They finish up with "Uncorrelated" stories about Switzerland’s fight against “visual pollution” in their cities, as well as a contradictory Ohio Supreme Court ruling on the presence of bones in boneless chicken wings.
    Please see the links below for our disclosure.
    Podcast Disclosure: https://www.marshallfinancial.com/off-street-podcast-disclaimer/
    35 min
  • Ep. 67: Witnessing History
    Welcome to Episode 67 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss:
    · Volatile political news of the past two weeks
    · The shocking number of people letting cash sit in their IRAs
    · CrowdStrike’s massive outage and associated ripple effects
    · Small caps mounting a comeback
    · “Nepo Babies” in the business world
    · Australia’s push for retirees to use reverse mortgages
    · Department of Romance in Japan looking to boost birth rates
    · McDonald’s extending their $5 value deal
    · Retailers pushing for a “Check Zero” world
    · UBS Global Wealth Report
    They finish up with "Uncorrelated" stories about the $45 million Stegosaurus purchased by hedge fund billionaire Ken Griffin, as well as the extreme tactics southerners are using to keep their pools from getting too hot in the summer.
    Please see the links below for our disclosure.
    Podcast Disclosure: https://www.marshallfinancial.com/off-street-podcast-disclaimer/
    34 min
  • Ep. 66: Econo-ME
    Welcome to Episode 66 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss:
    ·         Follow-ups on:
    o    OpenAI Board
    o    Hot Dog Eating Contest Scandal
    o    Ed Yardeni Forecasts
    o    Michelin Star Taco Stand
    ·         Fed and inflation outlook after Jay Powell's statements to Congress
    ·         An heiress who let strangers decide how to give away her fortune
    ·         NFL star Sauce Gardner’s newfound love of golf
    ·         Proper Venmo etiquette
    ·         Worries about financial “wizardry” in private equity
    ·         Costco raising membership fees for first time in 7 years
    They finish up with "Uncorrelated" stories about a competitor to the Olympic Games that encourages participants to use performance enhancing drugs, as well as the Wawa superfan who collected all 1,000 possible order slip numbers in just 3 years.
    Please see the links below for our disclosure.
    Podcast Disclosure: https://www.marshallfinancial.com/off-street-podcast-disclaimer/
    35 min
  • Ep. 65: Intern Drew
    Welcome to Episode 65 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean (and special guest Drew Hanson!) discuss:
    ·         Woefully incorrect S&P 500 forecasts from the end of 2023
    ·         Marko Kolanović’s ousting from JPMorgan
    ·         S&P 500’s NVDA concentration problem
    ·         Apple’s observer seat on OpenAI board
    ·         A future Zuckerberg Presidential run?
    ·         The start up helping expats find new countries to live in
    ·         AI use at fast food drive-throughs
    ·         “Quiet Vacationing” taking over for “Quiet Quitting”
    ·         6 day workweek in Greece
    ·         Baby Boomers taking a financial victory lap
    ·         Possible cruise ship bans in Juneau, Alaska
    They finish up with "Uncorrelated" stories about the Joey Chestnut-less July 4th Nathan’s Hot Dog Eating Contest and the revolutionary waste collection system NYC and McKinsey invented to deal with the city’s trash problem.
    Please see the links below for our disclosure.
    Podcast Disclosure: https://www.marshallfinancial.com/off-street-podcast-disclaimer/
    44 min
  • Ep. 64: Happy Bobby Bonilla Day
    Welcome to Episode 64 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss:
    • Roaring Kitty's large stake in Chewy
    • NFL hit with multi-billion dollar court ruling for violating anti-trust laws
    • Boston Celtics owners among many pro sports owners looking to sell
    • Chicken Soup for the Soul bankrupt after poor Redbox deal
    • Bobby Bonilla Day
    • PredictIt markets and the presidential election
    • Chipotle portion size study by Wells Fargo analysts
    • Jeffries CEO making important decisions while ordering a margarita on vacation
    • #BookTok and the resurgence of Kindle
    • Private Equity recruiting getting increasingly intense
    They finish up with "Uncorrelated" stories about the S’mores flavored ramen offering from the iconic Cup Noodles brand, as well as the new stoic flying trend sweeping social media.
    Please see the links below for our disclosure.
    Podcast Disclosure: https://www.marshallfinancial.com/off-street-podcast-disclaimer/
    38 min
  • Ep. 63: A Superstitious Realist
    Welcome to Episode 63 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss:
    · Increasingly long commutes for American workers
    · Retail investors’ shockingly large appetite for bonds
    · Most (and least) expensive states to raise a family of 4 in the US
    · New $5 McDonald’s Value Meal
    · Citi’s most important business arm (that you’ve likely never heard of)
    · Wells Fargo’s rent friendly credit card losing the company $10 million per month
    · Credit scores and the factors that move them
    · Zyn freezing online sales
    They finish up with "Uncorrelated" stories about the retro “Good Boy Polo” taking over men’s fashion, as well as poor parent behavior involving a banner plane within one town’s little league baseball chapter.
    Please see the links below for our disclosure.
    Podcast Disclosure: https://www.marshallfinancial.com/off-street-podcast-disclaimer/
    37 min
  • Ep. 62: Magnet Fishing and Faking Work
    Welcome to Episode 62 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss:
    ·         Fed Meeting, inflation, and the market hitting new all-time highs
    ·         Apple’s partnership with OpenAI
    ·         Elon Musk’s fight for a $56 billion pay package
    ·         Southwest’s business model under threat from activist investor
    ·         Bots scooping up the most in-demand restaurant reservations in NYC
    ·         A magnet fisherman’s big payday
    ·         NVDA becoming the largest market cap stock in the S&P 500
    ·         Wells Fargo firing employees for pretending to work
    They finish up with "Uncorrelated" stories about the Nathan’s Hot Dog Eating Contest banning the greatest eater of all-time, Joey Chestnut, as well as the 9 figure sum Callaway paid to create a near perfect golf ball.
    Please see the links below for our disclosure.
    Podcast Disclosure: https://www.marshallfinancial.com/off-street-podcast-disclaimer/
    34 min
  • Ep. 61: The Uncorrelated Episode
    ***SPECIAL EPISODE ALERT***
    Welcome to Episode 61 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s special “Uncorrelated" episode, Adam and Sean discuss:
    ·         A library book in Finland returned 84 years late
    ·         An annual cheese rolling contest in the UK
    ·         The Kyle Convention in Kyle, Texas
    ·         Finance’s most famous dog
    ·         Two $1 million lottery wins for a Massachusetts woman in 3 months
    ·         A “Finance Bro” who bought his way onto a struggling pro soccer team
    ·         The Idaho man attempting to set the world record for most world records
    Please see the links below for our disclosure.
    Podcast Disclosure: https://www.marshallfinancial.com/off-street-podcast-disclaimer/
    34 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.