Search analytics platforms are seeing a bump this week in the term “stagflation”, a stagnant economy that is also experiencing inflation.  Does the narrative hold true in the numbers?  Or is it just another storyline blowing in the wind?  Let’s find out On The Markets. 
 
This week Sonoma Wealth Managing Principals Chris Sipes CFP® and Sonoma Wealth Marketing Director Dano Weir examine: 
• The Strait of Hormuz seems as available as a pop-up food truck right now.  In the event of closure, how does the US stack up in oil reserves? 
• How the K-shaped economy can result in consumer sentiment at an all-time low while the purchases are at an all-time high. 
• What price-action in bitcoin and gold could be signaling about this quarter’s market potential. 
• The portfolio tracking that’s on pace for it’s greatest year since 1933. 
 
0:00 What is stagflation? 
5:10 Worldwide oil reserves 
8:20 Investor sentiment 
17:34 Price changes expected in the next year 
20:18 Food inflation 
21:00 How inflation affects portfolios 
23:10 Permanent portfolios on track for best year since 1933 
25:09 S&P 500 and Nasdaq last 3 years 
30:10 Russell 2000 trend 
30:57 Developed markets looking strong 
31:42 Emerging markets looking strong 
32:30 Bonds trading sideways 
35:40 Gold looking a little off… 
37:27 Bitcoin showing a little strength 
 
 
 
 
Book Your Wealth Analysis with Sonoma Wealth right here: https://sonomawealthadvisors.com/ 
 
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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