EPISODE · Oct 3, 2025 · 57 MIN
The Virtuous Cycle Continues
from On The Markets · host 707 Media
You just sort of wake up and are in a cycle that you don't know how it started and it's unclear when it'll end. The money has money, the money goes to the performance, the performance is Ai, the Ai keeps spending, the employment doesn’t matter, wash rinse repeat. Because... The Virtuous Cycle Continues This week On The Markets, Sonoma Wealth Managing Principals Daren Blonski CFP®, Chris Sipes CFP® and Sonoma Wealth Marketing Director Dano Weir look at: • This closed loop cycle of investment and Ai that seems to be feeding on itself. Is there an end or should we be saying This Is The Way now? • How has the S&P performed during government shutdowns? • Wait the average consumer is in a GOOD position? • Ai companies with high “valuations”...kay what historically what has that done for their stock’s performance? • Bounceback for Bitcoin and a weekly ATH for S&P 9:20 What’s the S&P performance during government shutdowns? 11:30 Wealth breakout by generation 18:50 Price to earnings ratio and equity returns 20:35 Valuations are a poor predictor in the short term 22:30 Average consumer is in a GOOD position? 27:21 Sentiment indicators 28:27 What economic environment are we in? 29:30 Consumer Price Index compared to manufacturing 35:45 Does the official data show gold has overtaken treasuries as a Central Bank reserve asset? 37:50 NVDA breakout again 40:00 Heat map 44:20 Bitcoin hits ATH 46:00 Bonds are back in vogue? 47:10 Equal-weighted index hits ATH too 47:40 Oil chart signaling...too much supply? 49:40 The dollar has gotten pounded this year 50:09 Gold looks like a crypto chart 53:19 Market volatility Take Sonoma Wealth's Free Wealth Analysis right here: https://sonomawealthadvisors.com/ Video available on our YouTube Channel _______________________________________ 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
You just sort of wake up and are in a cycle that you don't know how it started and it's unclear when it'll end. The money has money, the money goes to the performance, the performance is Ai, the Ai keeps spending, the employment doesn’t matter, wash rinse repeat. Because... The Virtuous Cycle Continues This week On The Markets, Sonoma Wealth Managing Principals Daren Blonski CFP®, Chris Sipes CFP® and Sonoma Wealth Marketing Director Dano Weir look at: • This closed loop cycle of investment and Ai that seems to be feeding on itself. Is there an end or should we be saying This Is The Way now? • How has the S&P performed during government shutdowns? • Wait the average consumer is in a GOOD position? • Ai companies with high “valuations”...kay what historically what has that done for their stock’s performance? • Bounceback for Bitcoin and a weekly ATH for S&P 9:20 What’s the S&P performance during government shutdowns? 11:30 Wealth breakout by generation 18:50 Price to earnings ratio and equity returns 20:35 Valuations are a poor predictor in the short term 22:30 Average consumer is in a GOOD position? 27:21 Sentiment indicators 28:27 What economic environment are we in? 29:30 Consumer Price Index compared to manufacturing 35:45 Does the official data show gold has overtaken treasuries as a Central Bank reserve asset? 37:50 NVDA breakout again 40:00 Heat map 44:20 Bitcoin hits ATH 46:00 Bonds are back in vogue? 47:10 Equal-weighted index hits ATH too 47:40 Oil chart signaling...too much supply? 49:40 The dollar has gotten pounded this year 50:09 Gold looks like a crypto chart 53:19 Market volatility Take Sonoma Wealth's Free Wealth Analysis right here: https://sonomawealthadvisors.com/ Video available on our YouTube Channel _______________________________________ 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.
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The Virtuous Cycle Continues
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