EPISODE · Sep 6, 2025 · 1H 21M
Be Careful Wishing For Rate Cuts
from On The Markets · host 707 Media
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? aWhat 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 _______________________________________ 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.
What this episode covers
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? aWhat 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 _______________________________________ 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...
NOW PLAYING
Be Careful Wishing For Rate Cuts
No transcript for this episode yet
Similar Episodes
Mar 26, 2026 ·1m
Mar 19, 2026 ·34m
Feb 18, 2026 ·11m
Feb 11, 2026 ·45m