EPISODE · Jun 20, 2025 · 1H 1M
What Is A K-Shaped Economy?
from On The Markets · host 707 Media
"We never had a recession" these past 3 years but...we're looking at a bounceback anyway and it might be in the shape of a "K". What that means for you and your portfolio now, On The Markets. Join Sonoma Wealth Managing Principals Daren Blonski CFP® and Chris Sipes CFP® and Marketing Director Dano Weir this week to find out: Why your experience of the economy might now might be if you got your mortgage before or after 2021 Why a “triple witching” may have caused a dip in the S&P to end the week Data which shows why it might be time to consider boring products and companies called ‘Defensives’ in your portfolio 4:12 2021 is the line in the sand for mortgages 8:35 Manufacturing jobs by state 10:29 Investor sentiment 13:59 Fed not changing rates 18:34 Equities soaring since 1970 21:17 Which countries are spending and which are saving? 23:35 Fund Managers are underweighting the US Dollar 26:40 US Dollar Index not as weak as you think 28:22 Cost of health insurance has declined 18%?? 32:40 What are Defensives? 34:05 What are “Real Yields”? 38:48 S&P this week 41:57 What is a “triple witching”? 43:37 Chances of a rate cut 44:28 S&P heat map 45:04 Oil market 53:17 Bond market 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 ____________________________________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. 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.
What this episode covers
"We never had a recession" these past 3 years but...we're looking at a bounceback anyway and it might be in the shape of a "K". What that means for you and your portfolio now, On The Markets. Join Sonoma Wealth Managing Principals Daren Blonski CFP® and Chris Sipes CFP® and Marketing Director Dano Weir this week to find out: Why your experience of the economy might now might be if you got your mortgage before or after 2021 Why a “triple witching” may have caused a dip in the S&P to end the week Data which shows why it might be time to consider boring products and companies called ‘Defensives’ in your portfolio 4:12 2021 is the line in the sand for mortgages 8:35 Manufacturing jobs by state 10:29 Investor sentiment 13:59 Fed not changing rates 18:34 Equities soaring since 1970 21:17 Which countries are spending and which are saving? 23:35 Fund Managers are underweighting the US Dollar 26:40 US Dollar Index not as weak as you think 28:22 Cost of health insurance has declined 18%?? 32:40 What are Defensives? 34:05 What are “Real Yields”? 38:48 S&P this week 41:57 What is a “triple witching”? 43:37 Chances of a rate cut 44:28 S&P heat map 45:04 Oil market 53:17 Bond market 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 ____________________________________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. 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.
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What Is A K-Shaped Economy?
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