#60: Google rose sharply on the mere announcing of “Willow.” Is risk still ON in this market?
Release Date: 12/30/2024
#80: Big Tech’s $800B Drop, Fed’s Balancing Act, and a Data-Driven Market Pause
Blue Chip FM
Volatility happens. Preparation is what counts. Connect with Blue Chip: In this episode of Blue Chip NOW!, Daniel Dusina, CFA, Matt Mondoux, CFA, CMT, CFP®, and Daniel Seder, CFA, CMT, CFP® dive into the recent turbulence across markets, especially among artificial intelligence and big tech stocks. The team discusses how AI-linked giants like Nvidia, Meta, and Oracle collectively shed $800 billion in value over one week — signaling that investor optimism around endless AI growth might be tempering. The team weighs whether this volatility is simply a natural “hiccup” in a fast-moving...
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#79: Soft Landing in Sight? CPI, Fed Policy & Trade Updates
Blue Chip FM
Inflation appears to cool, markets hit new highs, and the Fed faces tough choices with limited data. In this episode of Blue Chip NOW!, Daniel Dusina, CFA, Matt Mondoux, CFA, CMT, CFP®, and Daniel Seder, CFA, CMT, CFP® break down the latest CPI report, energy and commodity trends, Fed policy outlook, and U.S.–China trade updates — plus what it could mean for your portfolio. In this episode: Why the latest inflation data could support Fed rate cuts What’s behind shifts in oil, gold, and commodity prices How the Fed is “flying blind” amid limited economic data The real impact of...
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#78: Gold’s Surge, M&A Momentum, and Market Reality Checks
Blue Chip FM
Spend Confidently. Live without Regret: https://www.bluechippartners.com In this episode of Blue Chip Now, hosts Daniel Dusina, CFA, Matt Mondoux, CFA, CMT, CFP®, and Dan Seder, CFA, CMT, CFP® dive into the latest market shifts sparked by renewed U.S.-China trade tensions. The team discusses how President Trump’s floated 100% tariffs on China rattled markets, the psychology behind investor reactions, and why certain sectors are more exposed than others. They explore how political rhetoric, corporate earnings, and sentiment cycles all shape short-term volatility — and why markets may be...
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#77: Quarterly Edge - Q4 2025: Consumer Strength, Fed Cuts, and Market Strategy for Investors
Blue Chip FM
Spend Confidently. Live without Regret: In this edition of Blue Chip NOW! Quarterly Edge, Chief Investment Officer Daniel Dusina and Managing Partner Dan Seder break down the state of the U.S. economy, markets, and what could be ahead for investors. They highlight the economy’s surprising resilience, with GDP growth revised up to 3.8%, supported by strong consumer spending and healthy balance sheets—even as labor market softness emerges. Inflation has ticked higher, but with the Fed cutting rates to support employment, the challenge is avoiding a rebound in price pressures. The...
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#76: Fed Rate Cuts Explained 📉 | Inflation, Nvidia, Tesla & Market Risks
Blue Chip FM
Spend Confidently. Live without Regret: The Federal Reserve met on September 17 — and markets expect a 25 basis point rate cut. But will the Fed deliver? In this episode of Blue Chip Now, we break down interest rate expectations, inflation concerns, and what the dot plot tells us about the rest of 2025. We also cover: • Why $7 trillion in money market funds could shake up equities and bonds 💵 • Nvidia facing antitrust scrutiny in China amid trade negotiations 🇨🇳 • Musk’s $1B Tesla stock buy — confidence or just a headline? 🚗⚡ • Investor sentiment, market risks, and...
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#75: From Summer Fun to Market Shifts: September Insights
Blue Chip FM
Spend Confidently. Live without Regret: In this episode of Blue Chip Now, the team kicks things off with post–Labor Day reflections and the shift from summer into fall routines. As the discussion moves into the markets, they highlight how September can bring heightened activity and renewed volatility after a quieter summer. The conversation explores several pressing financial topics: the uncertainty surrounding U.S. tariffs after a recent appeals court ruling, ripple effects in the bond market as yields near 5%, and the fragility of investor sentiment around artificial intelligence...
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#74: Markets on the Move: U.S. Highs, Emerging Market Strength, and Fed Uncertainty
Blue Chip FM
Spend Confidently. Live without Regret: U.S. markets are hitting record highs as the S&P 500, Dow, and Nasdaq push upward, fueled by strong corporate earnings, moderate inflation readings, and speculation about Federal Reserve interest rate cuts. But it’s not just mega-cap tech stocks like Nvidia and Microsoft driving the rally. In this episode of Blue Chip NOW!, hosts Daniel Dusina, CFA, Matt Mondoux, CFA, CMT, CFP®, and Dan Seder, CFA, CMT, CFP® break down: Why momentum is building in the stock market 📈 Record inflows into international and emerging...
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#73: Quarterly Edge – Q3 2025: Liberation Day to Bond Stability
Blue Chip FM
Spend Confidently. Live without Regret: In this edition of the Blue Chip NOW! Quarterly Edge, Daniel Dusina, CFA, and Dan Seder, CFA, CMT, CFP® unpack the complex economic landscape heading into the second half of 2025. They highlight how uncertainty — driven primarily by unresolved tariff developments — is affecting not only investor sentiment but also labor market behaviors. Notably, data shows that job-switchers are no longer seeing significantly higher wage growth compared to those staying with the same employer, indicating a broad shift in corporate caution and workforce...
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#72: Is the Market Rally for Real? Sector Moves & Economic Signals
Blue Chip FM
Spend Confidently. Live without Regret: https://www.bluechippartners.com In this episode of Blue Chip NOW!, hosts Daniel Dusina, CFA, Matt Mondoux, CFA, CMT, CFP®, and Vince Parrack take a deep dive into the current state of the markets, with the S&P 500 quietly climbing nearly 8% since late April. Is this rally justified, or are there risks lurking beneath the surface? The team breaks down the sector drivers behind this move—particularly the outsized influence of information technology and communication services—and debates whether this momentum can hold as geopolitical...
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#71: From Diapers to Diplomas: Strategic Financial Planning for Families
Blue Chip FM
Spend Confidently. Live without Regret: In this episode of Blue Chip NOW!, Daniel Dusina, CFA, is joined by Adam Larkin, CFP®, and Dan Seder, CFA, CMT, CFP® for an in-depth discussion on the real costs of raising a child and the best financial strategies for securing their future. Kicking off with market commentary on the most recently announced tariffs and their ripple effects, the conversation quickly transitions into the practical, personal, and long-term considerations of new parents. Daniel shares insights from meticulously tracking his baby’s expenses over nine months,...
info_outlineIn this episode of Blue Chip NOW!, Daniel Dusina CFA®, Matt Mondoux CFA®, CMT, CFP®, and Dan Seder CFA®, CMT, CFP® explore the latest advancements in quantum computing and their market implications. They break down ALPHABET’s groundbreaking quantum computer, “Willow”, discussing its potential applications in healthcare, AI integration, and more. The conversation also covers recent changes in the Federal Trade Commission's leadership and how this could reshape the regulatory landscape for Big Tech. The hosts close with insights on market resilience and the shifting economy's reduced risk of recession.
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Key Points From This Episode:
[00:00:00] Introduction and year-end market overview.
[00:01:05] Alphabet's quantum computer, Willow, and its technological potential.
[00:01:55] Quantum computing's potential impact on the healthcare industry.
[00:02:55] Relationship between AI and quantum computing.
[00:04:10] Challenges with quantum computing’s accuracy and development.
[00:05:42] Alphabet's stock surge due to quantum computing advancements.
[00:08:01] FTC leadership change and expected regulatory shifts.
[00:09:15] Market implications of Big Tech regulation changes.
[00:10:45] Service-driven economies and reduced recession risks.
[00:12:23] How data-driven operations limit traditional recessions.
[00:13:55] Australia’s recession-free history and lessons for the U.S. economy.
[00:16:10] Persistent recession predictions despite strong markets.
[00:17:05] Closing remarks and reflections on 2024
Key Phrases:
"Quantum computing isn’t replacing AI—it’s empowering it by processing massive datasets in milliseconds, enabling smarter, faster decisions." - Daniel Dusina
"The market’s appetite for risk is still strong—you don’t see stocks like Alphabet hitting all-time highs if investors expect Armageddon around the corner." - Dan Seder
"Data is the future. The companies that can collect, analyze, and act on it will dominate the next economic era." - Matt Mondoux
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