The AI Buildout Costs More Than Going To Mars

The chess pieces were definitely moving on the board this week, whether it was the market, the economy or the Federal Government.  When millions become billions become trillions, it can be hard to fathom exactly how much money is really being discussed.  This week, let’s put it in another context...  The AI Buildout Costs More Than Going To Mars  This week On The Markets, Sonoma Wealth Managing Principals Daren Blonski CFP®, Chris Sipes CFP® and Sonoma Wealth Marketing Director Dano Weir look at: • The insane price tag that OpenAI thinks it needs (and why the dude from The Big Short isn't buying it and literally tapped out). • Think $1.5 trillion for an AI buildout is big?  How much debt will be invented when everyone’s got a (portable) FIFTY year mortgage? • “AI Bubble” stocks or not, we’re going to take a victory lap on staying invested through the April tariff crisis.  A look at the multiple asset classes that benefited this year vs. “waiting until things calm down”. • That said...why Daren thinks right now now, the risk to the US market at least, is to the downside.   2:56 Burry taps out, and AI the build out is going to cost more than Mars 14:00 Longest government shutdown ever  20:20 Savings on a 50 year mortgage 26:16 Investor sentiment 27:50  Chances of a Fed Rate cut 29:00 2 Year Treasury vs Fed Funds 30:10 Consumer Sentiment Index 34:30 How concerned are you about losing your job? 35:14 Leading economic indicators 38:40 M2 Money Supply 39:04 Increase in government debt over the last 10 years 39:23 Staying invested through the April crisis paid off 42:15 S&P this week 43:50 Volatility VIX this week 44:40 Magnificent 7 this week 46:20 Silver and gold this week 48:20 Oil this week 50:50 Bitcoin looking shaky 51:50 Bond market this week 53:40 Palantir this week      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.