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Off Street
Adam Reinert, CFA, CFP®
129 episodes
6 days ago
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/
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Investing
Business
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All content for Off Street is the property of Adam Reinert, CFA, CFP® and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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/
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Investing
Business
Episodes (20/129)
Off Street
Ep. 129: Northern Lights

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 American citizens

They finish up with "Uncorrelated" stories about Dave Ramsey’s response to a caller who questioned his ownership of 15-20 houses, as well as a peculiar North Carolina law that has a Tik Tok star paying $1.75 million in damages after having an affair with a married man.

Please see the links below for our disclosure.

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

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6 days ago
27 minutes 43 seconds

Off Street
Ep. 128: No Noon Kickoff

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 Presidential tariffs

 

They finish up with "Uncorrelated" stories about Tom Brady cloning his beloved deceased dog, as well as Burger King and other fast-food groups grappling with the end of penny production.

 

Please see the links below for our disclosure.

 

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

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2 weeks ago
30 minutes 16 seconds

Off Street
Ep. 127: Trick or Treat

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 ETFs teaching retail investors hard lessons

 

They finish up with "Uncorrelated" stories about monkeys on the loose in multiple spots across the country, as well as Jason Kelce partnering with Kingsford on a charcoal scented cologne.

 

Please see the links below for our disclosure.

 

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

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2 weeks ago
31 minutes 46 seconds

Off Street
Ep. 126: Crown Jewels

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 head scratching $100 million crown jewels heist at the Louvre, as well as the absurd “water pairings” now being offered at certain fine dining restaurants.

Please see the links below for our disclosure.

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

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4 weeks ago
24 minutes 36 seconds

Off Street
Ep. 125: Fearing a Lack of Fear

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" stories about Hellmann’s Mayonnaise stepping up to help a Spanish café rebuild after a mayo-related attack, as well as a teaching assistant that caused $55,000 in damages at a South Carolina school with a fart spray prank.

Please see the links below for our disclosure.


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

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1 month ago
31 minutes 37 seconds

Off Street
Ep. 124: Non-Target Demo

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" stories about the Ig Nobel Prize winning idea that involves painting zebra stripes on cows, as well as the new body modification trend that involves “tattoos” on teeth.

Please see the links below for our disclosure.

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

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1 month ago
35 minutes 35 seconds

Off Street
Ep. 123: Risk Management Cut

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" stories about Mark S. Zuckerberg suing Mark Zuckerberg and Facebook, as well as a homeowner in China who delayed a $5+ billion rail project for multiple years by refusing to give up her home.

Please see the links below for our disclosure.

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

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2 months ago
32 minutes 46 seconds

Off Street
Ep. 122: Splitcession

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 up with "Uncorrelated" stories about a star athlete allegedly in line to receive a billion-dollar inheritance from someone he never met, as well as an app that wants to help you offset your wedding costs by selling tickets to complete strangers.

Please see the links below for our disclosure.

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

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2 months ago
34 minutes 54 seconds

Off Street
Ep. 121: Seasonal Weakness

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 since 1928)

- Bullish stock headlines have hit relative high since 2018

- US billionaires vs. falling belief in the American Dream

They finish up with "Uncorrelated" stories about a fire department in Colorado making lemonade out of lemons after a semi-truck full of corn overturned on the highway, as well as a social media influencer caught using Krazy Glue to attach veneers to her patients’ mouths.

Please see the links below for our disclosure.

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

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2 months ago
33 minutes 40 seconds

Off Street
Ep. 120: Jackson Hole Jerome

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 earnings upcoming

- “Sneak-flation” extending the “shrink-flation” crunch for consumers

They finish up with "Uncorrelated" stories about the scientists who claim to have created a song that makes chocolate taste even better, as well as The Guinness Book ofWorld Records inviting people to claim 70 new records in honor of their 70th anniversary.

Please see the links below for our disclosure.

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

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2 months ago
33 minutes 58 seconds

Off Street
Ep. 119: Stocks in the Fast Lane

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 considering investment in Intel

They finish up with "Uncorrelated" stories about an eye-watering $110,000 speeding ticket for one wealthy Swiss driver, as well as Starbucks’s warning to patrons at their South Korean locations: stop bringing you desktop PCs and printers to our stores.

 

Please see the links below for our disclosure.

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

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3 months ago
31 minutes 48 seconds

Off Street
Ep. 118: Jobs, Salaries, and Labor (feat. Hannah Williams)

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 Social Media list, and she was just recently awarded a spot on Time’s 100 most influential creators of 2025.

 

Hannah discusses her journey as a content creator andan advocate for salary transparency, as well as what she is seeing in today’s US labor market. She shares some of her favorite interviews over the past several years, as well as what might be next for her and her surging Salary Transparent Street brand.

 

Hear about these topics and more in this fun andengaging discussion. 

 

Please see the links below for our disclosure. 

 

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

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3 months ago
28 minutes 33 seconds

Off Street
Ep. 117: You're Fired

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 "Uncorrelated" stories about an osprey, a fish, and a brush fire in British Columbia, as well as the elaborate lengths some parents go to while sneaking comfort foods to their kids at sleepaway camp.

Please see the links below for our disclosure.

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

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3 months ago
21 minutes 43 seconds

Off Street
Ep. 116: Ice Water

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

They finish up with "Uncorrelated" stories about the grocery stores that are updating the prices on their goods up to hundreds of times per day, as well as the fine dining restaurants that are selling omelets at upwards of $40 per serving.

 Please see the links below for our disclosure.

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

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3 months ago
29 minutes 28 seconds

Off Street
Ep. 115: Investor Psychology (feat. Dr. Naomi Win)

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 advisors can do to combat them. They go on to discuss the changing investment landscape, and how recent shifts are leading behavior to play an even more important role for investors.

Hear about these topics and more in this enlightening and informative discussion. 

Please see the links below for our disclosure. 

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

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4 months ago
33 minutes 45 seconds

Off Street
Ep. 114: We're Back!

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 bed can impact your dreams (and nightmares), as well as a story about AI bands making it big on Spotify with mixed reactions from music fans.

Please see the links below for our disclosure.

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


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4 months ago
29 minutes

Off Street
Ep. 113: $100 Million Signing Bonus

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 man who ran a marathon through the concourse of a minor league baseball stadium, as well as a unique BOGO offer from Chipotle involving tattoos and Friday the 13th.

Please see the links below for our disclosure.

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

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5 months ago
27 minutes 45 seconds

Off Street
Ep. 112: I'll Have Another

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 "Uncorrelated" stories about a TSA warning about the use of Costco Membership Cards as official IDs, as well as a rather large oversight in JPMorgan’s return to office plans.

Please see the links below for our disclosure.

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

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5 months ago
30 minutes 57 seconds

Off Street
Ep. 111: TACO Time

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 that hasn’t lost a single piece of luggage in its 30-year history, as well as a discussion around why Gen Z hates opening tabs at bars.

Please see the links below for our disclosure.

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

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5 months ago
25 minutes 17 seconds

Off Street
Ep. 110: Making Cents

Welcome to Episode 110 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss:


·         “One, Big, Beautiful Bill” passing House, but unlikely to pass Senate

·         50% EU tariffs waged and postponed in rapid succession

·         Several important economic deadlines approaching in July

·         The death of the US penny?

·         Bad housing data juxtaposing good consumer sentiment data


They finish up with "Uncorrelated" stories about a man who liquidated his 401(k) in order to buy a boat and sail from Oregon to Hawaii with his cat, as well as last Friday’s “Wienie 500” between the six Oscar Mayer Wienermobiles at the Indy 500.

Please see the links below for our disclosure.

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

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5 months ago
24 minutes 36 seconds

Off Street
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/