Ep. 121: Seasonal Weakness

Ep. 121: Seasonal Weakness

From Off Street by Adam Reinert, CFA, CFP®

September 4, 2025 · 34 min

About this episode

In this episode, Adam and Sean discuss various economic topics including a court ruling against Trump's tariffs and the upcoming jobs report.

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/⁠

People in this episode

Host: Adam Reinert

Guest: Sean

Topics covered

  • economic system
  • jobs report
  • stock market
  • billionaires
  • court ruling
  • S&P 500
  • social media

Keywords

  • Trump's Tariffs
  • trust
  • independence
  • jobs report
  • S&P 500
  • billionaires
  • American Dream
  • NVDA earnings
  • seasonal weakness

Mentioned in this episode

Organizations: Marshall Financial Investment Team, Trump, NVDA

Places: United States

More episodes of Off Street

Explore listener stats, chart rankings, contacts and more on the Off Street podcast page.