Off Street

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 investi...

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...

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...

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 lag...

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 Is...

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 mort...

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 additio...

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 wea...

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...

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 t...

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 ·...

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...

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 ·      ...

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...

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 deci...

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 ·        ...

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 B...

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...

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 ·      ...

***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 ·         Tw...

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 wo...

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 pric...

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 cra...

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 ·        Ho...

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 b...