PODCAST · business
On The Markets
by 707 Media
Understanding the stock market and economy probably wasn’t on your bucket list when you were a kid, when you graduated high school or even today 😂. And yet there it is, day after day, looming in the background and affecting real life events for you and your family, good and bad. Why’d it go up? When’s it going down? Wait, is “the market” actually much bigger than just 500 US stocks? It’s complicated. And they make it complicated on purpose! On The Markets gives context to complexity. A stock market and economy show in plain English. Hosted by Fermata Advisors co-founders Daren Blonski CFP® AIF®, Chris Sipes CFP ® AIF®, podcast host Dano Weir and more. The team shares the weekly economic, governmental and technical inputs that may be affecting the performance outputs in your portfolio, tax situation and more. Powered by the brands of Fermata Advisors, including Sonoma Wealth, Fermata 401k and Fermata Tax, headquartered in Sonoma, Calif
Episodes
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Is the AI Bubble Being Tested? Debt, 5% Yields and the Rotation Out of Tech
Tech stocks pulled back this week as investors questioned the debt funding the AI buildout, while the Dow gained 550 points Thursday as money rotated into other sectors. With the 10-year Treasury yield above 5% and September inflation at 3.7%, borrowing costs are now part of the AI story. This…
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Bond Market After a Lost Decade: Lessons for Investors
Bonds are historically known to be the safe part of your portfolio, but over the past decade they've seemed anything but. Looking at rolling 10-year returns, U.S. bonds are now in their worst stretch in more than 200 years of data. The good news is that yields are a lot higher now, which may set…
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The Jobs Report Was Bad. Stocks Rose. Here's the Catch.
The September jobs report came in well short of expectations, and stocks rose anyway. On The Markets this week looks at why a weaker payroll print pushed the odds of an October Fed hike lower, and why that still leaves mortgages above 7% and the 10-year near 5.2%. This week Sonoma Wealth Managing...
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Why Are Bond Yields Rising to the Highest Level Since 2004
The 30-year Treasury yield reached 5.48 percent on September 24, the highest since 2004, with the 10-year near 5.21 percent and the 2-year at 4.93 percent. This week on On The Markets we explain why bond yields are rising after the September 16 hike, and what that move means for mortgage rates,...
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The Fed Just Raised Rates. Here's What Changes for Your Money.
This week the Federal Reserve raised its benchmark rate by a quarter point to 3-3/4 to 4 percent on September 16, its first hike in over three years. On this episode of On The Markets, we break down why that move is making borrowing more expensive for mortgages, credit cards, and business loans.…
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Why Treasury Buybacks Are Not Lowering Bond Yields
Secretary Bessent tripled long-end buybacks to push yields down, but the 10-year is holding near 4.95% and the 30-year hit 5.27% as inflation expectations repriced on tariffs and energy. Interest is growing among investors around why intervention is not working and what higher yields mean for...
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Why Mortgage Rates Are Rising While the Fed Holds Steady
Mortgage rates are pushing toward 7% at 6.83% on the 30-year while the Fed held its benchmark at 3.50% to 3.75% and the 30-year Treasury yield climbed to 5.3%. This week on On The Markets we explain why mortgage rates follow the long end of the curve and not the Fed funds rate and what doubled...
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Jackson Hole: Why the Fed Isn't Cutting and Mortgages Stay High
Fed Chairman Warsh took the stage at their annual summer meeting at Jackson Hole while mortgage rates held at 6.67% and futures priced a 64% chance of no cut in September. Short rates are set by the Fed, but it would appear long rates are now set by the market. Does it even matter that he…
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National Debt Tops $40 Trillion As Treasury Doubles Bond Buybacks - What You Need To Know
The national debt crossed $40.05 trillion on August 18 as the 30-year Treasury yield climbed above 5.3% to its highest level since 2007. To support market liquidity, the Treasury will at least double its long-end buyback operations from $2 billion to at least $4 billion per operation beginning...
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Record Highs On Bad News?
The market just hit a record high on bad economic news — and that's not a typo. Three Fed officials just voted to raise rates while investors are betting on a September cut, and this week's CPI and PPI reports could decide who's right. We're breaking down what's really driving this rally, and...
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What Yen? Why Watching The Yen Right Now Is Smart.
Why should Japan's currency have anything to do with your US tech company investment portfolio? What if...it had everything to do with the entire market? One carelessly or carefully left note from Treasury Secretary Scott Bessent sent the Yen Carry Trade straight to the top of the headlines this...
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The Fed Holds. AI Does Not.
Fireworks in July typically happen on the 4th, but the market waited until the end of the month to let loose a "big finale". Significant drawdowns in AI-related verticals, stability concerns in Japanese Yen and how it may all have been underpinned by new Fed Chair Kevin Warsh holding the line at...
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When Good News Isn't Enough
Inflation numbers show a significant decline, but the market couldn't have cared less this week. Spiking oil amid new mid-east turmoil lead the narrative this week, outshining inflation or easing unemployment. What could that mean for the back half of 2026? Let's find out, On The Market. This…
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Are The Cracks Starting To Show?
(00:00:00) Intro (00:01:49) The Episode A chip pullback? A "double bottom" fail? Are they just flipping a coin in the Strait of Hormouz? Is the market starting to show signs of AI fatigue? Or is this all just dog days of summer low trade volume? Let's find out this week On The Markets. This week...
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Markets Change, Human Nature Does Not
Despite ongoing conflict in the Middle East, the market's narratives and volume this week definitely had a "summer break" feeling. Daren and Chris take a deep dive on how human behavior remains a constant in investing, despite the changing names and faces of the players on the board. Let's find…
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AI Falling Back To Earth? What Fixed Income May Be Saying About The Cycle
SpaceX debuted at $150, surged to $232 in four days on a wave of AI excitement, then lost 34% of its value in a single week. It was the most hyped, most AI-adjacent IPO of 2026 — and when it turned, the Nasdaq, the chip stocks, and the rest of the tech trade turned with it. So is this just a…
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The Rate Held, But The Fed Has Changed
The Federal Reserve just held interest rates steady — but for the first time in years, the bigger story isn't the number, it's the man behind the decision. Kevin Warsh walked into his first FOMC meeting, cut the Fed's statement by more than half, skipped his own dot plot, and left Wall Street…
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This Week the Market Ran on Oil and Inflation
This week oil prices whipsawed on Iran headlines while a hot inflation print kept the Fed boxed in, and together they drove the narrative in the market. Is the war actually over...again? How would oil stability affect your portfolio? How did SpaceX actually perform? Let's find out, On The…
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How the Dot Plot Has Secretly Been Affecting Your Portfolio (And Why It Might Be Going Away)
The Fed may soon scrap a tool called the dot plot...and most people have never even heard of it. But it has quietly shaped every mortgage rate, bond yield, and retirement projection in the last 14 years. Rumors indicate the new Fed Chair wants it gone by the June Fed meeting, and if it…
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Stock Market vs Economy: The Disconnect Explained
In the month of May 2026, The Dow hit a record high on the exact same day consumer sentiment hit an all-time low — and that disconnect is telling us something important. Wall Street is celebrating eight straight winning weeks while everyday Americans post their third straight monthly decline in...
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SpaceX IPO: The $2 Trillion Sign Of The Times
SpaceX just filed the largest IPO in history with a $1.7 trillion price tag, but the S-1 reveals a much murkier story. Starlink is the only division turning a profit — the rocket business loses money, the AI business loses even more, and Elon Musk controls 85% of the voting power. Is this a high...
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The Fed's In A Finger Trap: Cut Rates or Fight Inflation?
CPI inflation hit 3.8%, the highest since 2023. New Fed Chair Kevin Warsh was installed to deliver a fed rate cut in 2026, but the numbers say he can't. While the S&P 500 hits record highs on surging AI stocks, the rest of the market is lagging and the fed rate decision has become a central bank...
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Did Tariffs Fix The Trade Deficit?
We're just over a year past the proclamation that tariffs would fix all of America’s economic woes. Did it really work? Did the market care one way or the other? Let’s find out On The Market. This week Sonoma Wealth Managing Principals Chris Sipes CFP®, Daren Blonski CFP® and Marketing Director...
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Powell Out, Warsh In: How the New Fed Chair Might Change Interest Rates
Changing of the guard is officially underway at the Fed, although Jerome Powell’s not going far. How might new Fed Chair Kevin Warsh approach interest rates? Will you finally be able to refinance? And how did the market react to this news? Let’s find out On The Market. This week Sonoma Wealth...
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Is Stagflation Coming? What the Markets Are Telling Us Right Now
Search analytics platforms are seeing a bump this week in the term “stagflation”, a stagnant economy that is also experiencing inflation. Does the narrative hold true in the numbers? Or is it just another storyline blowing in the wind? Let’s find out On The Markets. This week Sonoma Wealth…
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Rally or Trap: Reading This Week's Market
The S&P pushed to new highs this week — was it a foundational move or a headline-driven band-aid? This week on On The Markets, Daren breaks down whether this rally is the real deal or just another trap waiting to spring. Let’s find out how, On The Market. This week Sonoma Wealth Managing…
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Markets Rally Through Headwinds
While market movements can often be “priced in” weeks or months in advance, this week’s news cycle clearly had impacts on asset performance. With so many reasons for a downturn, the market still found it’s footing. Let’s find out how, On The Market. This week Sonoma Wealth Managing Principals…
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Why Oil, Inflation, and Tech Selloff Might Be 3 Strikes You're Out
The Great American Pastime...the market (ha!). Oil, inflation and a tech selloff might be three pitches the market just can’t shake off. What adjustments might be made with mid-term elections on deck? Let’s find out, On The Markets. This week Sonoma Wealth Managing Principals Chris Sipes CFP® and...
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Spring Time Deja Vu
There’s this feeling that this has happened before. There’s this feeling that this has happened before. As we approach a year since April 2025’s “Libertation Day” Tariff event, the market is feeling eerily similar, albeit under different circumstances. We examine the factors and possibilities…
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Oil And Stocks Don't Mix
There’s a growing trend and interest among young people in nostalgia from the 1990’s. Physical compact disc (CD) sales have actually grown in recent years, Barnes and Noble are actually adding physical stores this year, and what’s at the heart of a new Middle East conflict? Oil. Let’s see how...
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The Oil Markets Knew
The main story in the market this week is the main story in the world- military activity in the Middle East. What impact did it have on portfolios? How did different asset classes react? Time to find out, On The Markets. This week Sonoma Wealth Managing Principals Daren Blonski CFP® and Sonoma...
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Why Are Investors Seeking Safety?
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…
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No Tariffs? Now What?
Welp, so much for the ‘tariff tantrum’. The US Supreme Court shot down the President’s emergency use of tariffs today. How did the market react? Does the US have to refund everything it took in? Let’s take a look On The Markets... This week Sonoma Wealth Managing Principals Daren Blonski CFP®,...
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Does The Market Love AI? Does The Market Not?
On Valentine’s Eve, we ask the question- how do the market really “feel” about AI? We’re seeing signs in both columns. This week on our latest episode of On The Markets. with Sonoma Wealth Managing Principals Daren Blonski CFP®, Chris Sipes CFP® and Sonoma Wealth Marketing Director Dano Weir.…
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What Crypto Today May Be Telling Us About 2026's Tomorrow
If you’ve got a Crypto maximalist in your family, make sure to check on them 🤣. This week on our latest episode of On The Markets. with Sonoma Wealth Managing Principals Daren Blonski CFP®, Chris Sipes CFP® and Sonoma Wealth Marketing Director Dano Weir. They look at: • A look at Bitcoin’s all...
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Crypto's Down, Gold's Down...What's Up?
Is the glitter off gold? Is the secret out on crypto? If those two assets slid, then where did it all go? Time to go On The Markets. This week on our latest episode of On The Markets. with Sonoma Wealth Managing Principals Daren Blonski CFP®, Chris Sipes CFP® and Sonoma Wealth Marketing Director...
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The Times They Are A Changin'
Global economic conference this week, so your newsfeed was *hot* with sound bytes from big names. The common theme we’re seeing? Change. This week on our latest episode of On The Markets. with Sonoma Wealth Managing Principals Daren Blonski CFP®, Chris Sipes CFP® and Sonoma Wealth Marketing...
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Inflation Is Hot And So Are Precious Metals
Inflation is hotter than expected, gold and silver keep running, and global tensions seem to be warming up as well. Let's dive in... This week on our latest episode of On The Markets. with Sonoma Wealth Managing Principals Daren Blonski CFP®, Chris Sipes CFP® and Sonoma Wealth Marketing Director...
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3 Surprising Facts About The 2026 Housing Market
Will 2026 mark a turning point in the housing market? Would you be shocked to find out: 1. _____________ 2. Administration is putting $200b into the mortgage market directly 3.____________ can’t invest in houses soon Fill in the blanks this week on our latest episode of On The Markets. with…
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Will An Artificial 2025 Lead To A Tangible 2026?
We survived the robot-pocalypse of 2025...might still be coming in 2026 and beyond or...are we about to throw it back, way back, to the GOLD standard? Why AI over-hype in 2025 might have led to a knee-jerk reversion to precious metals in 2026, on our first episode of the year On The Markets!...
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The Economy Is Not The Market
Say it with me, the market is not the economy. And what? And the economy is not the market. Good job class, now write that in cursive a hundred more times. This week On The Markets, Sonoma Wealth Managing Principals Daren Blonski CFP®, Chris Sipes CFP® and Sonoma Wealth Marketing Director Dano…
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Why The Fed Says Let It Snow
Fed President Jerome Powell might be going through his last Christmas in office, but he's put on his Santa hat one more time to make it rain again, well it's winter so Let It Snow...liquidity. This week On The Markets, Sonoma Wealth Managing Principals Daren Blonski CFP®, Chris Sipes CFP® and...
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5 Busted Market Narratives In 2025
Hope you and your family had an awesome holiday! Daren, Chris and Dano are back on the grind with a new episode of On The Markets. As the year draws to a close, we can start to look at all those convenient narratives the market Nostradamus’ had this time of year, and how wrong they were. 5 Busted...
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The Bubble Is Leaking
You won’t fully know when “the bubble” pops, but there will be signs. Did we see some this week? A smoking gun from TechCrunch? Or do we just not truly understanding the 4D Chess of tech behemoth accounting? Plus a few laugh-out-louds with the Sonoma team to lighten the mood in a red week in the...
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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…
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Did The Bubble Just Pop?
The signs have been there for months, but is this week that the Ai bubble meets it’s “dot-com” finish? Did a so-called “expert” call it? Let’s find out. This week On The Markets, Sonoma Wealth Managing Principals Daren Blonski CFP®, Chris Sipes CFP® and Sonoma Wealth Marketing Director Dano Weir...
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SPECIAL: Highly Appreciated To Diversified - 351 Exchanges Decoded
Tell me if you've heard this one from a friend: "Ya it's great it went up, but I'll get *crushed* on taxes if I sell it. I've got to wait for it to GO BACK DOWN so I can get out." Yikes. Surely the point of investing isn't to wait for an investment to go DOWN 😂for fear of the tax man. Could…
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Powel's Giving Out Full Sized Candy Bars?!
There was always that one house...that rumor that everybody on D Street in Petaluma didn’t just have “fun size”, they had FULL SIZE candy bars. As we sit here on Halloween night, is the Fed President is also about to dole out the goods? This week On The Markets, Sonoma Wealth Managing Principals...
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Run It Hot
Consumer Price index (inflation) burning at 3% still, stocks in and around the all-time high neighborhood, valuations of companies with no profits through the roof and just for kicks, even more Fed cuts seem imminent. This week On The Markets, we’ll look at the "engine” of American finance, and…
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Government Shut Down Vibe Check
Entering Day 16 of the 2025 Federal Government shut down. Last week the market seemed to shrug it off. But for how long? Gold? Bonds? This is a time when, as the kids these days now like to say, we need to do a “vibe check”. This week On The Markets, Sonoma Wealth Managing Principals Daren…
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ABOUT THIS SHOW
Understanding the stock market and economy probably wasn’t on your bucket list when you were a kid, when you graduated high school or even today 😂. And yet there it is, day after day, looming in the background and affecting real life events for you and your family, good and bad.
Why’d it go up? When’s it going down? Wait, is “the market” actually much bigger than just 500 US stocks? It’s complicated. And they make it complicated on purpose!
On The Markets gives context to complexity. A stock market and economy show in plain English. Hosted by Fermata Advisors co-founders Daren Blonski CFP® AIF®, Chris Sipes CFP ® AIF®, podcast host Dano Weir and more. The team shares the weekly economic, governmental and technical inputs that may be affecting the performance outputs in your portfolio, tax situation and more. Powered by the brands of Fermata Advisors, including Sonoma Wealth, Fermata 401k and Fermata Tax, headquartered in Sonoma, Calif
HOSTED BY
707 Media
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Frequently Asked Questions
How many episodes does On The Markets have?
On The Markets currently has 104 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is On The Markets about?
Understanding the stock market and economy probably wasn’t on your bucket list when you were a kid, when you graduated high school or even today 😂. And yet there it is, day after day, looming in the background and affecting real life events for you and your family, good and bad. Why’d it go up?...
How often does On The Markets release new episodes?
On The Markets publishes regularly with 104 episodes available. Check the episode list for the typical release schedule.
Where can I listen to On The Markets?
You can listen to On The Markets on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts On The Markets?
On The Markets is created and hosted by 707 Media.
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