Off Street  By  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. 67: Witnessing History
    Jul 24 2024

    Welcome to Episode 67 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss:

    · Volatile political news of the past two weeks

    · The shocking number of people letting cash sit in their IRAs

    · CrowdStrike’s massive outage and associated ripple effects

    · Small caps mounting a comeback

    · “Nepo Babies” in the business world

    · Australia’s push for retirees to use reverse mortgages

    · Department of Romance in Japan looking to boost birth rates

    · McDonald’s extending their $5 value deal

    · Retailers push for a “Check Zero” world

    · UBS Global Wealth Report

    They finish up with "Uncorrelated" stories about the $45 million Stegosaurus purchased by hedge fund billionaire Ken Griffin, as well as the extreme tactics southerners are using to keep their pools from getting too hot in the summer.

    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. 66: Econo-ME
    Jul 17 2024

    Welcome to Episode 66 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss:

    · Follow-ups on:

    o OpenAI Board

    o Hot Dog Eating Contest Scandal

    o Ed Yardeni Forecasts

    o Michelin Star Taco Stand

    · Fed and inflation outlook after Jay Powell's statements to Congress

    · An heiress who let strangers decide how to give away her fortune

    · NFL star Sauce Gardner’s newfound love of golf

    · Proper Venmo etiquette

    · Worries about financial “wizardry” in private equity

    · Costco raising membership fees for first time in 7 years

    They finish up with "Uncorrelated" stories about a competitor to the Olympic Games that encourages participants to use performance enhancing drugs, as well as the Wawa superfan who collected all 1,000 possible order slip numbers in just 3 years.

    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. 65: Intern Drew
    Jul 10 2024

    Welcome to Episode 65 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean (and special guest Drew Hanson!) discuss:

    · Woefully incorrect S&P 500 forecasts from the end of 2023

    · Marko Kolanović’s ousting from JPMorgan

    · S&P 500’s NVDA concentration problem

    · Apple’s observer seat on OpenAI board

    · A future Zuckerberg Presidential run?

    · The start up helping expats find new countries to live in

    · AI use at fast food drive-throughs

    · “Quiet Vacationing” taking over for “Quiet Quitting”

    · 6 day workweek in Greece

    · Baby Boomers taking a financial victory lap

    · Possible cruise ship bans in Juneau, Alaska

    They finish up with "Uncorrelated" stories about the Joey Chestnut-less July 4th Nathan’s Hot Dog Eating Contest and the revolutionary waste collection system NYC and McKinsey invented to deal with the city’s trash problem.

    Please see the links below for our disclosure.

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

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    43 mins

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