Off Street

Welcome to Episode 129 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss:

- Northern lights hitting the lower 48 states

   - Government shutdown nearing an end

   - Consumer sentiment near historic lows

   - Will we see the unveiling of a 50-year mortgage?

   - Elon Musk approved for a $1 trillion pay package

   -  Bessent floating idea of stimulus checks for Americ...

Welcome to Episode 128 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss:

   - ABC-YouTube TV feud threatening a 2nd weekend of sports

   - The US Government shutdown grinding on

   - AI valuation narrative hitting a new chapter

   - Buffett sitting on a near $400 billion cash pile

   - Major elections in NYC and beyond

   - Supreme Court hearing arguments on Presiden...

Welcome to Episode 127 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss:

   - Halloween 2025

   - Federal Reserve cutting rates by 25 basis points

   - Layoffs hitting Amazon, UPS, Target, and more

   - Nvidia becoming the first $5 trillion company

   - Microsoft, OpenAI, and cross-investments in the AI space

   - Trump and Xi finish an “amazing” meeting

   - Levered ...

Welcome to Episode 126 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss:

  - Amazon Web Services causing widespread outages

   - Government shutdown entering its 4th week

   - Trump trade tweets rattling markets once again

   - Gold and Silver falling from recent highs, US dollar rallying only slightly

They finish up with "Uncorrelated" stories about the ...

Welcome to Episode 125 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss:

- The magic of Buc-ee’s rest stops

- US Government shutdown

- Sinking consumer confidence

- Historical 4th quarter seasonality effects

- MSFT bonds trading at lower yields than US Treasury offerings

- Hershey's Halloween candy lawsuit

They finish up with "Uncorrelated&qu...

Welcome to Episode 124 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss:

- Adam’s TV commercial realization

- Finding fake beauty, supplement products on Walmart e-commerce Website

- US economists increasingly turning to alternative data

- Proclamation that “Many PE firms are dead already”

- NVDA investing $100 billion in OpenAI

They finish up with "Uncorrelated...

Welcome to Episode 123 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss:

- Runners clashing over downhill marathons

- President Trump suggesting 6-month financial reporting cycle

- Mortgage rates near 3-year lows

- Fed cuts rates by 0.25%, comments from Jay Powell

- Gold and S&P 500 flirting with all-time highs

They finish up with "Uncorrelated" storie...

Welcome to Episode 122 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss: 

- The Philly Karen seen round the sporting world

- Another batch of weak jobs data; massive revisions

- Surprisingly soft PPI data

- Weak economic prints having the Fed ready to cut

- What to make of markets rising despite bad news?

- Pokémon cards being used as an asset class?

They finish ...

Welcome to Episode 121 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss:

- A major court ruling against Trump’s Tariffs

- The importance of trust and independence in the US economic system

- This Friday’s highly anticipated jobs report

- NVDA disappoints despite relatively strong earnings report

- Entering the worst month for the S&P 500 (September; on average s...

Welcome to Episode 120 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss:

- College football is back… and a TV dispute is threatening to disrupt Week 1

- Cracker Barrel's short-lived rebrand

- Taylor Swift and Travis Kelce are getting married

- Jay Powell’s last Jackson Hole Meeting

- Government wanting more control over monetary policy and US businesses

- NVDA ea...

Welcome to Episode 119 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss:

- Stocks near highs (with very rich valuations)

- Jim Bianco on potential GDP loss from labor force restriction

- Goldman Sachs on who is stomaching tariff costs so far

- Yieldstreet products beginning to hurt main street investors

- Are horror movies correlated with recessions?

- US government ...

Welcome to Episode 118 of Off Street: The officialpodcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean are joined by Hannah Williams, founder of Salary Transparent Street and co-host of the Two Cents podcast.

Hannah has more than 2.5 million loyal followers on Instagram and TikTok, and her popular interview series has eclipsed 1 billion views. Last year, Hannahwas named to the Forbes 30 Under 30 Socia...

Welcome to Episode 117 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss:

- The approach of Fall and Red October

- Friday’s rough job number, downward revisions of the prior two months

- Trump moving to fire the BLS head after suggesting jobs number was rigged

- Implications of possibly less trustworthy economic data in the future

They finish up with "Uncorrela...

Welcome to Episode 116 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss:

- Adam's European vacation

- The most meme-able moment of 2025: The Coldplay Concert Affair

- Are markets nearing euphoric bubble territory?

- A “monster” week for economic data

- Possibility of private investments, crypto in 401(k) options

- Billionaire dupped out of $400 million by scammer

...

Welcome to Episode 115 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean are joined by Dr. Naomi Win, Behavioral Analyst at Orion. Dr. Win brings years of academic, clinical, and practical experience to the study of investor psychology and resilience.

The three discuss the important role behavioral biases play in an investment plan, as well as what investors and advisor...

Welcome to Episode 114 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss:

- Gen-Z and “Micro-Retirements”

- Passing of the “Big Beautiful Bill”

- Tariff Talk is Back

- Stocks near Highs, Analysts Upgrading S&P 500 Forecasts

- Waymo Taxis (Cautiously) Venturing into Philadelphia

They finish up with "Uncorrelated" stories about how the food you eat before ...

Welcome to Episode 113 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss:

- Why the market has taken the Israel-Iran conflict in stride

- The Fed’s decision to hold rates at current levels

- Increasing pressure on an already falling dollar

- Eyewatering $100 million sign-on bonuses for AI engineers

They finish up with "Uncorrelated" stories about a ...

Welcome to Episode 112 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss:

·         Adam’s Malort taste test

·         Updates on the ongoing US-China trade talks

·         What the ugly Trump-Musk breakup means for the government and markets

·         Asset managers continuing to slash fund fees

·         Waymo driverless taxis in LA

They finish up with "Uncorre...

Welcome to Episode 111 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss:

• Annoying credit card charges at stores and restaurants
• June’s “news vacuum” ahead of a possibly hectic July
• Record levels of home listings in the US
• Wall St. calling Trump’s bluffs with the “TACO Trade”

They finish up with "Uncorrelated" stories about a Japanese airport t...