Off Street cover art

Off Street

By: Adam Reinert CFA CFP® Sean Dann CFA
  • Summary

  • 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. Disclosure: https://www.marshallfinancial.com/off-street-podcast-disclaimer/
    2023
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Episodes
  • Ep. 54: Cool Zuck
    Apr 24 2024

    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/

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    35 mins
  • Ep. 53: "Beat the Dealer"
    Apr 17 2024

    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/

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    31 mins
  • Ep. 52: Eclipses & Earthquakes
    Apr 10 2024

    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/

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    38 mins

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