Off Street

Off Street

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

  • Ep. 60: Can Money Buy Happiness?
    Welcome to Episode 60 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss:
    ·         Roaring Kitty’s 9 figure position in GameStop (GME)
    ·         Research around the “Can money buy happiness?” debate
    ·         Walmart managers can now make up to $530,000 per year
    ·         Loneliness among American workers
    ·         The 4-day work week
    ·         40 minute wait times for Starbucks coffee
    ·         Why the Dow is a bad index for broad market performance
    ·         Designer finds at cheap prices at TJ Maxx and Marshalls
    They finish up with "Uncorrelated" stories about the 2-year-old abstract painter selling pieces for $7,000 and the Amazon worker who delivered a package to an actively burning building but didn’t call 911.
    Please see the links below for our disclosure.
    Podcast Disclosure: https://www.marshallfinancial.com/off-street-podcast-disclaimer/
    34 min
  • Ep. 59: Citrus Flavored Gasoline
    Welcome to Episode 59 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss:
    ·         New developments in the Chipotle portion size drama
    ·         OpenAI mimicking Scarlett Johansson’s voice without her permission
    ·         Majority of Americans believing economy is worse than it truly is
    ·         Walmart and Target cutting prices on thousands of goods
    ·         Billionaire who gave $1,000 to every student at a college graduation
    ·         Former NFL star Antonio Brown filing for bankruptcy
    ·         Private Equity entering the world of college sports
    ·         How the $17 desk salad and fast casual beat out traditional fast food
    They finish up with "Uncorrelated" stories about the Home Alone house being listed for sale for the first time in more than a decade, as well as the much maligned staple Chicago liquor, Malört, that one bar is infusing with cicada husks.
    Please see the links below for our disclosure.
    Podcast Disclosure: https://www.marshallfinancial.com/off-street-podcast-disclaimer/
    31 min
  • Ep. 58: How Do You Say Chipotle?
    Welcome to Episode 58 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss:
    ·         Hims plan to offer GLP-1 drug at 85% discount to Wegovy
    ·         Mexican Taco Stand becoming first of its kind to earn Michelin Star
    ·         Chipotle fans boycotting over shrinking portions and rising prices
    ·         Is the new Meme Stock craze already dead?
    ·         The $850 streaming bill to watch every NFL game in 2024-25
    ·         Cheaper to rent than to buy in all top 50 metros in the US
    ·         How a Peter Lynch prediction from 30 years ago holds up today
    ·         Noted bear Mike Wilson turning bullish as stocks hit all-time highs
    ·         Chubb stock feeling a “Buffett Bump” after Berkshire Hathaway investment
    They finish up with "Uncorrelated" stories about an MLB player who claims to have never bought anything online, and the $190 nachos and $280 lobster rolls that were served at the F1 Miami Grand Prix.
    Please see the links below for our disclosure.
    Podcast Disclosure: https://www.marshallfinancial.com/off-street-podcast-disclaimer/
    33 min
  • Ep. 57: "The Greatest Investor You've Never Heard Of"
    Welcome to Episode 57 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss:
    ·         The return of “Roaring Kitty” and GameStop stock
    ·         Random dart throwers outperform notable hedge fund managers
    ·         Remembering one of the best investors ever: Jim Simons
    ·         1 in 24 NYC residents being millionaires
    ·        How Apple’s edgy hydraulic press commercial backfired
    ·         Buffalo Wild Wings all you can eat boneless wings and fries deal
    ·        South Korean convenience stores selling gold bars
    ·         New GPT-4o features delivering blow to Duolingo’s stock
    They finish up with "Uncorrelated" stories about the Quebec Maple Syrup Cartel, and a German finger wrestling competition that dates back to the 1300s.
    Please see the links below for our disclosure.
    Podcast Disclosure: https://www.marshallfinancial.com/off-street-podcast-disclaimer/
    28 min
  • Ep. 56: Bad = Good
    Welcome to Episode 56 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss:
    · Jobs Data and the “True” Unemployment Rate
    · Berkshire Hathaway’s 2024 Annual Shareholder Meeting
    · Apple’s record $110 billion share buyback
    · JPMorgan’s “IndexGPT” offering
    · Bill Gross on why total return bond investing is “dead”
    · NBA's alleged $76 billion TV rights deal
    · Determining how long to hold onto your old car
    · Consumers predicting 10% mortgage rates
    · Starbucks' earnings report disaster
    · The rise of “No Show” fees at small businesses
    · Dave and Busters to allow gambling on arcade games
    They finish up with "Uncorrelated" stories about the 1989 VHS tape Microsoft Word tutorial now dubbed “The Most Boring Video Ever Made” helping people sleep, as well as the Utah couple that accidentally shipped their cat to California.
    Please see the links below for our disclosure.
    Podcast Disclosure: https://www.marshallfinancial.com/off-street-podcast-disclaimer/
    35 min
  • Ep. 55: New Old Economy
    Welcome to Episode 55 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss:
    ·         Why the market rallied after below forecasted GDP for Q1
    ·         How a chicken sandwich shop represents productivity growth in the economy
    ·         Peoples’ anger about returning to a “normal economy”
    ·         Americans retiring earlier and enjoying retirement more than they expected
    ·         A growing gap between rich and poor Millennials
    ·         1/3 of S&P 500 trading happens in the last 10 minutes of the day
    ·         Insights from a model made up of 60,000 Jay Powell headlines
    ·         The Yen’s major slide vs. the US Dollar
    They finish up with "Uncorrelated" stories about the Crying Baby Sumo Festival in Japan, as well as the novelty Walgreens candy that has gone viral on TikTok.
    Please see the links below for our disclosure.
    Podcast Disclosure: https://www.marshallfinancial.com/off-street-podcast-disclaimer/
    31 min
  • Ep. 54: Cool Zuck
    Welcome to Episode 54 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss:
    - Follow-ups on 7 previous stories (from gold to Uncrustables to Red Lobster)
    - The recent market drawdown and where we may go from here
    - Amazon’s path from deflationary hero to possible inflationary force
    - $68 million in coins thrown away each year in the US
    - Bitcoin Halving and its implications for crypto
    - TSLA diehard investors and the cult of Elon Musk
    - Is Mark Zuckerberg cool now?
    - How Monster Energy’s consumer focus has rewarded shareholders
    They finish up with "Uncorrelated" stories about the UK sheep farmers using Axe Body Spray to manage their herd, and the man earning a pretty penny shepherding drivers with bridge-phobia over the Chesapeake Bay Bridge.
    Please see the links below for our disclosure.
    Podcast Disclosure: https://www.marshallfinancial.com/off-street-podcast-disclaimer/
    36 min
  • Ep. 53: "Beat the Dealer"
    Welcome to Episode 53 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss:
    - Masters Tournament player (and caddie) payouts
    - Geopolitical risk and the impact on markets
    - Dissecting S&P 500’s surprisingly large long term returns
    - Blackjack/Hedge Fund pro Ed Thorp and his approach to longevity
    - Kalshi as a betting market for events beyond sports
    - Tesla layoffs and Cybertruck woes
    - Cathie Wood takes stake in OpenAI
    - Day in the life of a Walmart store manager making $240k per year
    - New York Community Bank offers highest savings account rate in country
    They finish up with "Uncorrelated" stories about the peculiar proportion of left handers in the MLB, as well as a UFC fighter who reads obscure Austrian economics papers in his free time.
    Please see the links below for our disclosure.
    Podcast Disclosure: https://www.marshallfinancial.com/off-street-podcast-disclaimer/
    31 min
  • Ep. 52: Eclipses & Earthquakes
    Welcome to Episode 52 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss:
    • Friday’s Earthquake and the economic impact of Monday’s Eclipse
    • Iowa and Caitlin Clark smash viewing records
    • Lego’s shocking returns as an asset class
    • How much the Acorn app saved users over 9 years
    • Average IRS refunds so far in 2024 tax season
    • How a chicken shop’s redesign cut worker’s steps in half
    • Student loan forgiveness and the birth of the $90,000/year education
    • Jamie Dimon and Bob Iger among CEOs making headlines
    They finish up with "Uncorrelated" stories about the percentage of Americans that date partners for their money, as well as the group of New Yorkers that bought a 3rd tier Danish soccer team.
    Please see the links below for our disclosure.
    Podcast Disclosure: https://www.marshallfinancial.com/off-street-podcast-disclaimer/
    38 min
  • Ep. 51: April Fools' Week
    Welcome to Episode 51 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss:
    - 2 years since the initial 2 year-10 year treasury inversion
    - The Fed’s ability to impact lingering inflation
    - Six figure salaries necessary to buy homes in 22 states
    - Larry Fink’s comments that a retirement age of 65 is “a bit crazy”
    - No self-made billionaires under 30 for first time since 2009
    - Truth Social as a peak “meme stock”
    - Daniel Kahneman and his incredible legacy in behavioral finance
    They finish up with "Uncorrelated" stories about Tupperware’s struggles to find “skilled” accountants, as well as an obscure NBA player accused of betting on himself to perform poorly in games.
    Please see the links below for our disclosure.
    Podcast Disclosure: https://www.marshallfinancial.com/off-street-podcast-disclaimer/
    30 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.