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On The Markets

On The Markets

Written by: 707 Media
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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.707 Media, Fermata Advisors Economics Personal Finance
Episodes
  • The Fed's In A Finger Trap: Cut Rates or Fight Inflation?

    The Fed's In A Finger Trap: Cut Rates or Fight Inflation?
    May 15 2026
    CPI inflation hit 3.8%, the highest since 2023. New Fed Chair Kevin Warsh was installed to deliver a fed rate cut in 2026, but the numbers say he can't. While the S&P 500 hits record highs on surging AI stocks, the rest of the market is lagging and the fed rate decision has become a central bank finger trap. Can Warsh pull free? Or is stagflation the new reality? Let's find out On The Markets.

    This week Sonoma Wealth Managing Principals Chris Sipes CFP®, Daren Blonski CFP® and Marketing Director Dano Weir examine:
    • Look at rate hikes and cuts over the year. What does the rest of 2026 hold in store? What could either decision do to the market?
    • Inflation wipes out wage growth completely for the first time in 3 years.
    • Chris has a chart dating back to the Civil War that shows that market has only been this expensive one other time in history.

    0:00 What is the Fed Finger Trap?
    8:00 Rate hikes and cuts price in for 2026
    9:49 Investor sentiment
    12:06 Inflation wipes out wage gains for first time in 3 years
    16:30 Producer price index rising
    20:20 2 year treasury rate rising
    22:35 Stock market is 2nd most expensive ever
    25:58 What railroads tell us about AI
    28:20 Small cap vs. large cap over the decades
    30:18 Homeowner equity at highest levels since 1960
    35:00 Some good news
    38:56 S&P heat map
    45:03 10 year rate soars, inflation is alive and well
    47:20 Oil
    48:37 Ugly close on bonds

    Video of this episode here: https://youtube.com/live/Khj_z6-QduU


    Book Your Wealth Analysis with Sonoma Wealth right here: https://sonomawealthadvisors.com/book-your-wealth-analysis

    _______________________________________
    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.
    Show More Show Less
    59 mins
  • Did Tariffs Fix The Trade Deficit?

    Did Tariffs Fix The Trade Deficit?
    May 8 2026
    We're just over a year past the proclamation that tariffs would fix all of America’s economic woes. Did it really work? Did the market care one way or the other? Let’s find out On The Market.

    This week Sonoma Wealth Managing Principals Chris Sipes CFP®, Daren Blonski CFP® and Marketing Director Dano Weir examine:
    • A year of US trade deficit data. Did tariffs really work?
    • What have a year of tariffs done to the cost of producing products in America? Drastic decrease or increase?
    • Could small cap funds finally be outperforming their outsized counterparts?
    • The story of the Japanese toiler maker who’s price surged this week when the world discovered they manufacture AI components (yes, this is a true story).
    • Market closed at an all time high, so maybe tariffs did indirectly do their job? The market is the economy? Is not the economy? Let’s find out.

    3:30 China’s share of rare earth minerals
    8:10 Investor sentiment
    9:45 Markets since implementation of tariffs
    11:50 Inflation since tariff implementation
    13:34 Did the trade deficit reduce?
    15:06 Is manufacturing expanding?
    15:50 Consumer sentiment is down
    22:50 Rental inflation
    24:00 Consumption and AI are powering domestic demand
    25:34 Small-cap growth funds vs. large growth average
    30:20 S&P 500 another all time high
    32:58 Gold descending?
    33:50 10 year treasury trading sideways
    34:50 Bitcoin still trading under 200 day moving average
    35:00 Equally weighted index did not make an all-time high

    Video available here: https://youtube.com/live/2H6Niq8ZHOA

    Book Your Wealth Analysis with Sonoma Wealth right here: https://sonomawealthadvisors.com/book-your-wealth-analysis

    _______________________________________
    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.
    Show More Show Less
    43 mins
  • Powell Out, Warsh In: How the New Fed Chair Might Change Interest Rates

    Powell Out, Warsh In: How the New Fed Chair Might Change Interest Rates
    May 1 2026
    Changing of the guard is officially underway at the Fed, although Jerome Powell’s not going far. How might new Fed Chair Kevin Warsh approach interest rates? Will you finally be able to refinance? And how did the market react to this news? Let’s find out On The Market.

    This week Sonoma Wealth Managing Principals Chris Sipes CFP® and Sonoma Wealth Marketing Director Dano Weir examine:
    • US debt has passed an unthinkable threshold. How might a new Fed Chair tackle this problem? Or is it a problem?
    • How gas prices have rendered tax refunds irrelevant.
    • Remember when the market felt doomed 6 weeks ago? We’ll look at the signs Daren is seeing that point to nothing but bulls...unless there’s a shooting star?

    0:00 A look back at Jerome Powell’s time as Fed Chair
    14:10 Who owns US debt?
    16:30 US debt exceeds size of the economy
    18:00 Investor sentiment
    19:00 Market returns by Fed Chairs over time
    22:40 Where do Fed Governors stand?
    24:00 2 year treasury
    26:00 Personal consumption expenditures came in high
    27:30 Unemployment claims are down?
    29:00 Gas prices have jumped
    31:13 Price increases from Iran War
    32:40 Betting markets
    39:00 S&P 500, oil and metals this week

    Full video here: https://youtube.com/live/AMS9kRc2khg

    Book Your Wealth Analysis with Sonoma Wealth right here: https://sonomawealthadvisors.com/book-your-wealth-analysis
    Show More Show Less
    52 mins
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