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, headquartered in Sonoma, California with offices across Northern California in Santa Rosa, San Rafael, Auburn and Chico.
This week oil prices whipsawed on Iran headlines while a hot inflation print kept the Fed boxed in, and together they drove the narrative in the market. Is the war actually over…again? How would oil stability affect your portfolio? How did SpaceX actually perform? Let’s find out, On The Markets.
This week Sonoma Wealth Managing Principal Chris Sipes CFP® and Marketing Director Dano Weir examine:
• How the price of oil and hot inflation numbers sent the S&P 500 into fits this week.
• Projected spending on AI has now surpassed the railroad buildout of the 1800s and the Louisiana purchase. Perhaps that’s why the Mag 7 are down 2.6% year to date?
• A list of 10 market triggers that historically have indicated a market peak, with 7 of them currently active.
• What were the results of the SpaceX IPO?
7:00 AI buildout surpasses railroad buildout
10:20 Peak market triggers
17:30 YTD returns by asset class
20:30 Emerging Markets earnings strength
22:40 Emerging Markets being driven by tech
25:30 S&P 500 without AI is flat
27:30 Oil inventories shift
28:24 Inflation is on the rise again
46:30 S&P rallied after a stop and start
Full video available on our YouTube Channel
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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 to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.
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