Off Street

Welcome to Episode 30 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean begin by discussing last week’s surprising market rally that saw the S&P 500 log its largest one week gain since 2022. The pair then discuss the messaging paradox the Fed continues to face before checking in on the status of two wunderkind founders and their flound...

Welcome to Episode 29 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean begin by discussing "spookflation" and how rain in Africa can create an expensive Halloween in Maryland. The pair then dive into the ongoing "active vs. passive" discussion and share a great interview with Charles Schwab's David Botset about the firm's recently rel...

Welcome to Episode 28 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean begin by discussing the choppy markets we continue to endure and look at how the current level of different indices compare to their 2021 highs. The pair then attempt to make sense of recent Fed-speak and discuss how higher interest rates have wreaked havoc on the...

Welcome to Episode 27 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean begin by discussing the continuing “Vibecession” hanging over the economy at the one-year anniversary of a major recession call. The pair discuss “Vibecession” related market stories ranging from stock trading no longer being “fun,” to a bank CEO quitting his side...

Welcome to Episode 26 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean begin with a market update and a discussion around the competing narratives dominating the financial landscape in recent weeks. The pair then then sit down with Caleb Silver, Emmy-nominated business journalist and Editor-in-Chief at Investopedia, to discuss his tho...

Welcome to Episode 25 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean begin by breaking down a rough September for the market and what we might be able expect as we head into the 4th quarter. The pair then discuss the start of the Sam Bankman-Fried trial and the release of Michael Lewis’s new book, “Going Infinite.” We then sit down...

Welcome to Episode 24 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean sit down with Marshall Financial Wealth Advisor Matthew McGraw, CFP to discuss all things savings. From the basics of setting a budget to the immense power of compound interest, this wide-ranging conversation was a lot of fun. Be sure to stick around for an alcohol...

Welcome to Episode 23 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean begin by discussing how some “investors” are turning the stock market into their own personal casino. The pair then discuss the problem with economic data, how assumable mortgages may impact the current housing situation, and why Harvard MBA’s are saying no to McKi...

Welcome to Episode 22 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean begin by discussing how market forecasts often vary among experts, even within the same firm. The pair then put a spin on several CPI topics, including responding to an article blaming boomers for high home prices, discussing how expiration dates can lead to wasted...

Welcome to Episode 21 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean begin by discussing the Charter Communications-Disney battle that created a rough kick-off to college football season for some fans, as well as the market’s bounce back in the 2nd half of August trading. The pair then discuss the surprising customer response to IKE...

Welcome to Episode 20 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean begin by discussing the odd share price reaction to NVDA’s earnings beat, and why 2023 has been a hard year for active stock pickers. The pair then discuss stories related to misunderstandings about the current state of the labor market, deceptive sales pricing fro...

Welcome to Episode 19 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean begin by discussing the market’s recent losing streak to start August trading. The pair then discuss several stories related to the strength of the consumer in the face of elevated prices from autos, homes, and more. They finish with a discussion on yields and the...

Adam and Sean begin by discussing Michael Burry’s newest (perhaps not so) “Big Short.” The pair then discuss several stories related to notable COVID era companies such as: WeWork’s concerning announcement, SBF’s trip to jail, Penn’s Barstool divestment, and struggling Airbnb renters. They finish with “Uncorrelated” stories about a local baseball team reaching the Little League World Series as wel...

Adam and Sean begin by discussing Fitch’s surprise downgrade of US credit. The pair then discuss several topics including: Ackman and Buffett on bonds, how much Americans think they need to retire and where they want to live, gas prices, and CPI. They finish with “Uncorrelated” stories about a spicy hot sauce lawsuit and Post Malone’s multi-million-dollar collectible purchase.

Adam and Sean begin by discussing a surprising article lamenting the fall of inflation as well as analysts' recessionary calls. The pair then discuss a billionaire’s insider trading scheme, a beloved sandal brand’s IPO, and the shocking price a college football player’s trading card received at auction. They finish with “Uncorrelated” stories about Subway’s free sandwiches promotion with a lifelon...

Adam and Sean begin by discussing some of the “sharks” that may still be trying to take a bite out of market gains. The pair then discuss the 'mea culpa' of a noted market bear, as well as how the overall labor market compares to the contentious NFL Running Back market. They finish with “Uncorrelated” stories about a tiny handbag with a giant price tag and how an emoji led to a farmer’s $62,000 fi...

Adam and Sean begin by discussing how last year’s headwinds have led to this year’s tailwinds as earnings season rolls on. The pair then discuss all things media as actor and writer strikes hit Hollywood ahead of this week’s highly anticipated “Barbie” and “Oppenheimer” releases. They finish with “Uncorrelated” stories about losing gamblers managing to turn a profit and a Fanatics backed 'Comic Co...

Adam and Sean begin by dissecting the messy housing market as mortgage rates once again surpass 7%. The pair then have a broader discussion about the possible path of interest rates, as well as the impact of Meta’s new “Threads” offering. They finish with “Uncorrelated” stories about inflation hitting the US Postal Service and the bankruptcy of a “kitschy” resort in the heart of Times Square.

Adam and Sean begin by remembering the legendary Harry Markowitz and his contributions to the investment world. The pair then reflect on a solid first half of 2023 before discussing what we may expect in the back half of the year. They finish up with the implications of a Musk-Zuck cage fight and “Uncorrelated” stories about a 21-year old’s 600 mile commute and how Pickleball may drive surprisingl...

Adam and Sean dive into this year’s strong market rally as we approach the halfway point of 2023, seeing how market performance has compared to strategist forecasts and investor sentiment. They then look at the patient and passive approach of the CIO of Nevada’s State Pension Fund before finishing with “Uncorrelated” stories about Beyoncé's impact on Swedish inflation and how frugal travelers are...

Adam and Sean begin by checking in on how the current market rally is impacting different sectors. They then check in on reports of consumers beginning to “trade down” and what we might expect from this summer travel season. The pair finish with a quick recap of the shocking PGA Tour-LIV Golf merger, and an “Uncorrelated” story about heated chef debates over the proper way to care for cast iron co...

Adam and Sean begin by putting debt ceiling discussion to bed for (at least) the next two years. They then talk about the state of the market and economy and how we may find ourselves in a “Goldilocks” type environment. The pair finishes with a discussion about how tipping culture has changed post-COVID and an “Uncorrelated” story about the war over the rights to the term “Taco Tuesday.”

Adam and Sean discuss the debt ceiling as a possible deal nears the finish line and check in on a market that has proved resilient so far in 2023. The two then look at a possible Hamptons slump for the summer season just as the Jersey Shore begins targeting luxury-seeking consumers. The pair finishes the show with “Uncorrelated” stories about grand-theft-backhoe in Illinois and a chaotic and dange...

Adam and Sean start with new debt ceiling headlines as the X-Date quickly approaches. The two then discuss how negative headlines influence the market, as well as how Robinhood’s new 24-trading offering may impact investors. The pair finishes with “Uncorrelated,” discussing the new $700 wagyu burger in Philadelphia, and Starbucks' bold decision to change the type of ice they use in their drinks.

Adam and Sean check back in on the debt ceiling situation before taking a broader look at government spending and how proposed “Baby Bonds” could serve as a form of government investment. The pair then give a breakdown of recession chatter and an assessment of home country bias in investing. They finish with two food theme “Uncorrelated” topics surrounding fruit snack smuggling in Israel and butte...