Off Street

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 e...

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 t...

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 ev...

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 •...

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 bi...

Welcome to Episode 50 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss: - Shohei Ohtani betting scandal - Grand Canyon’s status as a for-profit university - Morning Brew’s “Greatest Inventions of All Time” bracket - Oral-B’s AI toothbrush - Cost of Medicare covering WeGovy - Apple antitrust lawsuit - Chipotle 50-to-1 stock spl...

Welcome to Episode 49 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss: - Impact of March Madness on workplace productivity - Is Apple a value stock? - Dollar Tree selling items for up to $7 - Shake-up coming for realtor commissions - Gen Z disillusionment reaches a fever pitch - Effects of ultra-processed foods on the brain -...

Welcome to Episode 48 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss: - $178,000 Oscar’s Gift Bag - COVID-19 lookback: 4 years since the start of the pandemic - Jay Powell’s congressional testimony -The growing distance between employees’ residences and place of work - UK’s 4-day work week study results - Costco’s cheap wine...

Welcome to Episode 47 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss: - Are we in a bubble? - Current state of crypto - How stocks got here and where they may go - Kellogg’s CEO controversial comments about eating cereal for dinner - Applebee’s “Dollarita” drives results in Q4 - Wendy’s dynamic pricing debacle - Why restaura...

Welcome to Episode 46 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss: ·         IKEA ’s plan to save malls ·         NVDA’s record smashing single day market cap gain ·         What a positive January and February have historically meant for markets ·         The Big Mac Index in 2024 ·         Reasoning behind Berkshire Hat...

Welcome to Episode 45 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss: ·         A record number of Americans turning 65 in 2024 ·         The fund with a 94% yield (with a catch) ·         Gen Z, TikTok news, and the new age pushback against Dave Ramsey ·         A $50,000 scam that duped a notable finance writer ·         L...

Welcome to Episode 44 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean begin by recapping the most watched TV program of all-time: Super Bowl 58. The pair go on to discuss: ·         Has the “Magnificent 7” jumped the shark? ·         Updates on Tesla, Meta, and Apple ·         Has passive investing left the market “fundamentally brok...

Welcome to Episode 43 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean begin by talking about all things Super Bowl week including the outrageous Taylor Swift prop bets offered by sportsbooks. The pair go on to discuss: · Economic impact of the Super Bowl · David Rubenstein’s purchase of the Baltimore Orioles · Value’s shocking recent...

Welcome to Episode 42 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean begin giving an update on the Boeing plug door debacle before discussing several hot topics such as: ·         Strong 4th quarter GDP with falling inflation ·         The Walmart role paying up to $400,000 ·         Why retailers ditching traditional malls for stri...

Welcome to Episode 41 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean begin by talking about how new all-time highs in the S&P 500 conflict with articles discussing how the "American Dream" may be broken in the US. The pair then discuss several hot topics such as: - The value of college - Buying homes in Hawaii’s lava zones - Dave Po...

Welcome to Episode 40 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean begin by talking about the NFL’s Wild Card Weekend and what Peacock’s exclusively streamed Chiefs-Dolphins game may mean for the future of live sports. The pair then discuss several hot topics such as: - Elon Musk’s request for more control at Tesla - SEC’s comprom...

Welcome to Episode 39 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean begin by looking at the biggest story of the year so far: The Boeing/Alaska Air plug door blowout. The pair then discuss several hot topics such as: - Concerns over Elon Musk’s drug use - Bitcoin ETF race - How Bill Gates could have become a trillionaire - Debates...

Welcome to Episode 38 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean begin by looking at the financial focused New Year’s Resolution at the top of Americans list heading into 2024. The pair then discuss financial influencers, a market approaching all-time highs, and the plausibility of affluent “forever renters” popping up throughou...

Welcome to Episode 37 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean unveil the 10 winners of the 1st Annual Off Street Awards. Select awards include: • Jay Powell Quote of the Year Award • Forbes 30 Under 30 Fiasco of the Year Award • Bill Ackman “Hell is Coming” Take of the Year Award • S&P 500 Rollercoaster Ride of the Year Award...

Welcome to Episode 36 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean begin by looking at the continued market rally on the back of Jay Powell’s dovish statements at last week’s Fed meeting. The pair then look at S&P 500 predictions for 2024, the rally in bonds and bitcoin, and the state of the housing market as mortgage rates fall b...

Welcome to Episode 35 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean begin by breaking down the massive 10-year, $700 million Shohei Ohtani contract, and what the $68 million per year deferral could mean for his tax bill and overall earnings. The pair then look at a myriad of hot topics ranging from Mark Cuban’s sale of the Dallas M...

Welcome to Episode 34 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean begin by breaking down a “November to Remember” for nearly all asset classes. The pair look at the rally’s impact on portfolios and valuations, as well as how overall performance this year stacks up against analyst forecasts. They finish up with legacy focused "Unc...

Welcome to Episode 33 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean begin by dissecting solid consumer spending data from the 2023 Thanksgiving shopping season. The pair then discuss how inflation is wreaking havoc on consumer psyche despite having limited impact on their spending, as well as the strong market rally we have seen in...

Welcome to Episode 32 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean sit down with Ben Stucker, Co-Founder and CEO of Mortgage CS, for an in-depth interview on the state of the housing market. From the current supply and demand climate, to higher mortgage rates, to future outlook, we cover all things housing with an expert who exper...

Welcome to Episode 31 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean begin by discussing the great October CPI Report and break down the positive market reaction. The pair then discuss a slump for Home Depot and Lowe’s, consumers “trading down,” and a controversial (bad) piece of advice from Dave Ramsey. Be sure to stick around for...