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 
 
 
 
 
 
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