Why Are Investors Seeking Safety? episode artwork

EPISODE · Feb 28, 2026 · 52 MIN

Why Are Investors Seeking Safety?

from On The Markets · host 707 Media

So much for the “New Year, New Bulls” mentality.  NVidia beats earnings and the price gets whacked? Consumer staples having a moment?  Crypto looking like 2024? For why?  Let’s find out, On The Markets.  This week Sonoma Wealth Managing Principals Daren Blonski CFP®, Chris Sipes CFP® and Sonoma Wealth Marketing Director Dano Weir examine: • Inflation numbers continuing to heat up.  What could that mean for a rate cut or, dare we say it, rate “cuts”? • Why’s everything so expensive?  Well maybe it’s because over the past 4 decades California real estate is up 596% on average.  Spoiler alert though-  that’s *not* the state with the highest increase! • Gold and Silver still cooking... • And...is the US military once again targeting Iran and is the oil price confirming that narrative?  4:30 Tax refunds this year vs last 7:19 Expectation for rate cuts 8:58 Trailing PE for S&P 500 12:16 Gold ETF inflows record high 19:20 Junk bonds not showing stress 20:20 Unemployment and labor 31:20 National home prices and rents falling? 32:46 Home prices nationwide over the last 40 years 35:09 Pentagon Pizza Index 38:53 What is oil saying about Iran? 40:40 S&P cap-weighted doing nothing, but equally weighted is smoking 42:00 Cruise around the charts     Book Your Wealth Analysis with Sonoma Wealth 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 to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance. 

So much for the “New Year, New Bulls” mentality.  NVidia beats earnings and the price gets whacked? Consumer staples having a moment?  Crypto looking like 2024? For why?  Let’s find out, On The Markets.  This week Sonoma Wealth Managing Principals Daren Blonski CFP®, Chris Sipes CFP® and Sonoma Wealth Marketing Director Dano Weir examine: • Inflation numbers continuing to heat up.  What could that mean for a rate cut or, dare we say it, rate “cuts”? • Why’s everything so expensive?  Well maybe it’s because over the past 4 decades California real estate is up 596% on average.  Spoiler alert though-  that’s *not* the state with the highest increase! • Gold and Silver still cooking... • And...is the US military once again targeting Iran and is the oil price confirming that narrative?  4:30 Tax refunds this year vs last 7:19 Expectation for rate cuts 8:58 Trailing PE for S&P 500 12:16 Gold ETF inflows record high 19:20 Junk bonds not showing stress 20:20 Unemployment and labor 31:20 National home prices and rents falling? 32:46 Home prices nationwide over the last 40 years 35:09 Pentagon Pizza Index 38:53 What is oil saying about Iran? 40:40 S&P cap-weighted doing nothing, but equally weighted is smoking 42:00 Cruise around the charts     Book Your Wealth Analysis with Sonoma Wealth 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 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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Why Are Investors Seeking Safety?

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This episode was published on February 28, 2026.

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So much for the “New Year, New Bulls” mentality.  NVidia beats earnings and the price gets whacked? Consumer staples having a moment?  Crypto looking like 2024? For why?  Let’s find out, On The Markets.  This week Sonoma Wealth Managing Principals...

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