On The Markets
On The Markets
Podcast Description
Understanding the stock market and economy probably wasn’t on your bucket list when you were a kid, when you graduated high school or even today 😂. And yet there it is, day after day, looming in the background and affecting real life events for you and your family, good and bad. Why’d it go up? When’s it going down? Wait, is “the market” actually much bigger than just 500 US stocks? It’s complicated. And they make it complicated on purpose! On The Markets gives context to complexity. A stock market and economy show in plain English. Hosted by Fermata Advisors co-founders Daren Blonski CFP® AIF®, Chris Sipes CFP ® AIF®, podcast host Dano Weir and more. The team shares the weekly economic, governmental and technical inputs that may be affecting the performance outputs in your portfolio, tax situation and more. Powered by the brands of Fermata Advisors, including Sonoma Wealth, Fermata 401k and Fermata Tax.
Podcast Insights
Content Themes
The show covers a variety of topics related to the stock market and economic trends, including tariffs, consumer sentiment, federal reserve policies, and international market performance, with recent episodes discussing the impacts of tariffs on the market and the relationship between consumer sentiment and stock prices.
Understanding the stock market and economy probably wasn’t on your bucket list when you were a kid, when you graduated high school or even today 😂. And yet there it is, day after day, looming in the background and affecting real life events for you and your family, good and bad.
Why’d it go up?
When’s it going down?
Wait, is “the market” actually much bigger than just 500 US stocks?
It’s complicated. And they make it complicated on purpose!
On The Markets gives context to complexity. A stock market and economy show in plain English. Hosted by Fermata Advisors co-founders Daren Blonski CFP® AIF®, Chris Sipes CFP ® AIF®, podcast host Dano Weir and more. The team shares the weekly economic, governmental and technical inputs that may be affecting the performance outputs in your portfolio, tax situation and more.
Powered by the brands of Fermata Advisors, including Sonoma Wealth, Fermata 401k and Fermata Tax.
Cut the rates, money will be cheaper, millions can refinance, market tends to love rate cuts, …what could go wrong?
This week On The Markets, Sonoma Wealth Managing Principal Daren Blonski , Chris Sipes CFP® and Marketing Director Dano Weir explain:
- Why the scenario where rates need to be cut means we are likely looking at a major economic downturn
- Why single family home sales are looking like 2008
- In the last 20 years should you have been in all gold or all stocks? Joke’s on all of us, it’s a push? a
- What is a massive drop in “Doctor Copper” telling us about a possible recession?
8:01 US vs Global Equity Returns
11:45 US Equities vs The Rest Of The World since 2009
14:00 Investor sentiment
15:25 Odds of a rate cut
19:33 Job numbers
23:09 2 year treasury vs. Fed Funds Rate
27:30 Americans own more stocks than ever
31:25 Time between S&P 500 All Time Highs
33:12 S&P 500 – where are we going over time? CAPE ratios
35:38 Russell 2000 is still a dog
37:00 Gold vs. US Stock Market
40:10 New single family homes at near 2008 levels
43:20 Why do we look at “Doctor Copper”?
44:24 Jobs numbers
54:48 Market heat map
55:10 10 year treasury
56:23 Oil performance
59:00 NVidia and Microsoft performance
1:02:00 Agg Bond index
Take Sonoma Wealth’s Free Wealth Analysis right here: https://sonomawealthadvisors.com/
Videos available on our YouTube Channel: https://www.youtube.com/playlist?list=PLaOjL6z16wjV2_CTStzc36Y5JtiwhVoGJ
Audio also available on
Apple Podcasts https://podcasts.apple.com/us/podcast/on-the-markets/id1802984526
Spotify https://open.spotify.com/show/2YqyNLN7mcBApS5RL2piAj
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Disclosure: Fermata Advisors LLC is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This content was produced by Fermata Advisors, LLC, d/b/a Sonoma Wealth Advisors, d/b/a Fermata 401k, d/b/a Fermata Tax, d/b/a Fermata Insurance.
The opinions expressed by Fermata Advisors, LLC on this show are their own. Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented.
Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.
Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Viewers and listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser todetermine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.
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