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. 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

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