On The Markets

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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.

  1. Is Stagflation Coming? What the Markets Are Telling Us Right Now

    3D AGO

    Is Stagflation Coming? What the Markets Are Telling Us Right Now

    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  _______________________________________  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.

    46 min
  2. Rally or Trap: Reading This Week's Market

    APR 17

    Rally or Trap: Reading This Week's Market

    The S&P pushed to new highs this week — was it a foundational move or a headline-driven band-aid? This week on On The Markets, Daren breaks down whether this rally is the real deal or just another trap waiting to spring. Let’s find out how, On The Market.    This week Sonoma Wealth Managing Principals Chris Sipes CFP® and Daren Blonski CFP® and Sonoma Wealth Marketing Director Dano Weir examine:  • Tariffs, 1 year later.  What impact did they really have on prices?  We’ve got the data.  • S&P all time high this week.  So why is Chris pulling a chart looking at “lost decades”?  • Daren takes a victory lap on Bitcoin successfully calling a bottom over 2 weeks ago.    0:00 Intro  9:18 Investor sentiment  14:33 How much taxes do high earners pay?  18:10 How 1 year of tariffs affected prices  23:00 Producer price index showing possible inflation  24:25 Government budget still running a deficit  31:30 Lost decades for 60/40 portfolios  34:36 Bitcoin called the bottom  41:00 S&P heat map is hot  48:30 Oil is collapsing  49:25 Volatility is quiet  49:50 Gold and silver slow rise again  51:30 Semiconductor index ripping up      Book Your Wealth Analysis with Sonoma Wealth right here: https://sonomawealthadvisors.com/    Full video available on YouTube: https://youtube.com/live/u9l8ZCP3Znc  _______________________________________  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.

    58 min
  3. Markets Rally Through Headwinds

    APR 10

    Markets Rally Through Headwinds

    While market movements can often be “priced in” weeks or months in advance, this week’s news cycle clearly had impacts on asset performance.  With so many reasons for a downturn, the market still found it’s footing.  Let’s find out how, On The Market.    This week Sonoma Wealth Managing Principals Chris Sipes CFP® and Sonoma Wealth Marketing Director Dano Weir examine:  • Daren explains why the “TACO” truck returned to the market this week.  • Mag 7 held up the market after a rough start to the year.  Where do we go from here?  • It’s tax time.  California feels like the most taxed state in the union.  Is it true?  • Layoffs and college grad unemployment making headlines.  How many young people are still living with their parents?  • Consumer sentiment is at a 70 year low, but we’ll examine what signals Daren sees that are indicating a bullish breakout.    0:00 Intro  6:20 Income tax by state  8:20 Young adults living with their parents  10:47 Investor Sentiment  11:53 CPI ticks up  12:30 ISM vs CPI  16:21 Consumer sentiment at a 70 year low  18:30 Goods inflation  20:00 Spread on junk debt  23:21 S&P is barely off all time highs  24:20 Stock correlations are low  26:09 Value stocks finally performing YTD  28:00 Money supply still going up  31:30 What the TACO trade really means for the S&P  37:30 Heat map and thoughts on “up and to the right”  49:00 Oil down  49:40 Gold staying strong, Bitcoin double bottom    Video available on YouTube: https://youtube.com/live/OORmha0_L3Q?feature=share Book Your Wealth Analysis with Sonoma Wealth right here: https://sonomawealthadvisors.com/    _______________________________________  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.

    57 min
  4. Why Oil, Inflation, and Tech Selloff Might Be 3 Strikes You're Out

    MAR 27

    Why Oil, Inflation, and Tech Selloff Might Be 3 Strikes You're Out

    The Great American Pastime...the market (ha!).  Oil, inflation and a tech selloff might be three pitches the market just can’t shake off.  What adjustments might be made with mid-term elections on deck?  Let’s find out, On The Markets.    This week Sonoma Wealth Managing Principals Chris Sipes CFP® and Sonoma Wealth Marketing Director Dano Weir examine:  • A look at S&P patterns in the last 75 years of midterm elections.  • All 7 of the Magnificent 7 stocks are down this year and below the S&P as a whole.  We compare their era to prior bubbles across the decades.  • The line that was crossed that confirms to Daren the S&P is indeed in a downturn.    0:00 Intro  7:22 A look at prior oil shocks  9:13 The S&P during Midterms  12:45 Investor sentiment  16:11 Consumer sentiment  18:25 Predicting what Trump might do  27:08 Interest rates after oil shocks  29:00 High yield spreads  30:30 Equities in times of stagflation  33:00 Bubbles through the decades  36:56 S&P this week  39:45 How oversold is the S&P?  44:00 Bitcoin down  44:45 Gold finding a botttom?  45:00 The 10 year telling us more inflation is coming?  47:15 All eyes on oil      Book Your Wealth Analysis with Sonoma Wealth right here: https://sonomawealthadvisors.com/    Video available on our YouTube Channel: https://youtube.com/live/5yGx3mMzKP4 _______________________________________  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.

    59 min
  5. Spring Time Deja Vu

    MAR 20

    Spring Time Deja Vu

    There’s this feeling that this has happened before.  There’s this feeling that this has happened before.  As we approach a year since April 2025’s “Libertation Day” Tariff event, the market is feeling eerily similar, albeit under different circumstances.  We examine the factors and possibilities this week, On The Markets.    This week Sonoma Wealth Managing Principals Chris Sipes CFP® and Sonoma Wealth Marketing Director Dano Weir examine:  • An 80 year lookback on the S&P 500 in times of crisis and military action.  • How has the S&P performed historically during oil-driven events?  • A deep dive on major asset classes in the wake of this event-driven drawdown.    8:40 2 Year Treasury Rate  13:00 10 Year Treasury Rate is up  14:55 Investor Sentiment  18:18 S&P decline is not even at April 2025’s depths  21:34 S&P returns through historic events  24:04 S&P during times of war  26:00 60/40 portfolios during oil-driven events  31:20 Major indexes compared  37:46 S&P and Nasdaq loses 200 day moving average  40:06 Developed markets taking it on the chin  43:30 Bond markets experiencing the “pain cave”  45:20 Gold finally experiencing a sell off  47:09 Bitcoin a mild bright spot?       Book Your Wealth Analysis with Sonoma Wealth right here: https://sonomawealthadvisors.com/    Video available on our YouTube Channel: https://youtube.com/live/QJ478p76EZI _______________________________________  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.

    57 min
  6. Oil And Stocks Don't Mix

    MAR 13

    Oil And Stocks Don't Mix

    There’s a growing trend and interest among young people in nostalgia from the 1990’s.  Physical compact disc (CD) sales have actually grown in recent years, Barnes and Noble are actually adding physical stores this year, and what’s at the heart of a new Middle East conflict?  Oil.  Let’s see how continued volatility in the oil market played out this week, On The Markets.    This week Sonoma Wealth Managing Principals Daren Blonski CFP® and Sonoma Wealth Marketing Director Dano Weir examine:  • Oil and stocks historically have been negatively correlated, and we definitely saw it this week.  Is this a brief incident?  Or is this an oil shock like we haven’t seen since the 1970’s?  • Why farming statistics from the 1870’s could give you some reassurance about AI replacing all jobs.  • So-called “stagflation” is also looming.  What are the prediction markets saying about the potential for rate cuts, at all this year?  • As you'd expect, major spikes in gas prices, some of the sharpest in 20 years.    1:30 1870’s farming stats indicate AI’s future?  3:30 Investor sentiment  5:59 Gas prices some of the sharpest spikes in 20 years  7:35 Further info on gas prices  10:03 Energy sector vs tech sector  13:15 Interest rate market sniffing out the narrative  15:30 Prediction markets feeling zero cuts in 2026?  19:20 Personal consumption is up  20:30 Housing prices slowing  21:20 Private credit market is looking shaky  24:45 S&P this week  33:44 Bitcoin bottom?  39:40 Microsoft bottom?      Book Your Wealth Analysis with Sonoma Wealth right here: https://sonomawealthadvisors.com/    Video available on our YouTube Channel: https://youtube.com/live/ZWZM6Ny9390 _______________________________________  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.

    54 min
  7. The Oil Markets Knew

    MAR 7

    The Oil Markets Knew

    The main story in the market this week is the main story in the world- military activity in the Middle East.  What impact did it have on portfolios?  How did different asset classes react?  Time to find out, On The Markets.    This week Sonoma Wealth Managing Principals Daren Blonski CFP® and Sonoma Wealth Marketing Director Dano Weir examine:  • Why the oil markets last week may have been prescient, but is this week’s spike a sign it might actually go down?  • Not surprisingly, defense/tech stock Palantir with a huge bounce amid the current environment.  • Gold and Silver on the other hand, two assets commonly viewed as a safe haven, found rough waters for the first time this year.    0:00 Staying focused on the market impact of Middle East military activity  10:40 Gold and silver already priced in this conflict?  16:00 S & P this week hitting lower lows?  18:00 Value stocks basically flat for the year now  19:30 Palantir bouncing, but for how long?  23:20 Bitcoin having a rough year, but not over yet  25:56 10 year treasury        Book Your Wealth Analysis with Sonoma Wealth right here: https://sonomawealthadvisors.com/    Videos available on our YouTube Channel: https://youtube.com/live/WCPnvwj_LZo?feature=share _______________________________________  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.

    34 min
  8. Why Are Investors Seeking Safety?

    FEB 28

    Why Are Investors Seeking Safety?

    So much for the “New Year, New Bulls” mentality.  NVidia beats earnings and the price gets whacked? Consumer staples having a moment?  Crypto looking like 2024? For why?  Let’s find out, On The Markets.    This week Sonoma Wealth Managing Principals Daren Blonski CFP®, Chris Sipes CFP® and Sonoma Wealth Marketing Director Dano Weir examine:  • Inflation numbers continuing to heat up.  What could that mean for a rate cut or, dare we say it, rate “cuts”?  • Why’s everything so expensive?  Well maybe it’s because over the past 4 decades California real estate is up 596% on average.  Spoiler alert though-  that’s *not* the state with the highest increase!  • Gold and Silver still cooking...  • And...is the US military once again targeting Iran and is the oil price confirming that narrative?    4:30 Tax refunds this year vs last  7:19 Expectation for rate cuts  8:58 Trailing PE for S&P 500  12:16 Gold ETF inflows record high  19:20 Junk bonds not showing stress  20:20 Unemployment and labor  31:20 National home prices and rents falling?  32:46 Home prices nationwide over the last 40 years  35:09 Pentagon Pizza Index  38:53 What is oil saying about Iran?  40:40 S&P cap-weighted doing nothing, but equally weighted is smoking  42:00 Cruise around the charts          Book Your Wealth Analysis with Sonoma Wealth 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  _______________________________________  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.

    53 min
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About

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.

Information

  • Channel
    707 Media
  • Creator
    707 Media
  • Years Active
    2025 - 2026
  • Episodes
    80
  • Rating
    Clean
  • Copyright
    © 707 Media, Fermata Advisors
  • Show Website
    On The Markets

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