Episodes

  • Ep. 56: Bad = Good
    May 8 2024

    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/

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    35 mins
  • Ep. 55: New Old Economy
    May 1 2024

    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/

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    31 mins
  • 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
  • Ep. 51: April Fools' Week
    Apr 3 2024

    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/

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    29 mins
  • Ep. 50: Greatest Inventions of All Time
    Mar 27 2024

    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 split
    • Updated S&P 500 price targets
    • Boeing CEO stepping down
    • US plummets in happiness rankings

    They finish up with "Uncorrelated" stories about the new Dunkin coffee celebrating “Short Kings,” as well as new premium offerings from airlines including buying a whole row of seats for yourself.

    Please see the links below for our disclosure.

    Podcast Disclosure: https://www.marshallfinancial.com/off-street-podcast-disclaimer/

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    34 mins
  • Ep. 49: March Madness
    Mar 20 2024

    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 is now 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
    • Chick-fil-a’s dominance in the fast food market

    They finish up with "Uncorrelated" stories about the $2.99 Trader Joe’s mini tote bag selling for hundreds online, as well as the cheap fitness tool being used by professional athletes and regular people alike.

    Please see the links below for our disclosure.

    Podcast Disclosure: https://www.marshallfinancial.com/off-street-podcast-disclaimer/

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    33 mins