#67: Navigating Uncertain Times: Market Volatility & Investor Sentiment
Release Date: 03/18/2025
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#67: Navigating Uncertain Times: Market Volatility & Investor Sentiment
Blue Chip FM
In this episode of Blue Chip NOW!, Matt Mondoux and Dan Seder analyze recent market volatility, investor sentiment, and the factors driving uncertainty, including tariffs and economic policy changes. With Daniel Dusina away, Matt and Dan provide insights into key market indicators like the VIX, moving averages, and sector performance. They discuss the impact of tariffs on inflation, investor behavior, and the potential for a market-induced recession. They also highlight the importance of diversification, long-term investing strategies, and why staying the course is often the best approach. ...
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Blue Chip FM
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#65: Trade Wars & Market Volatility: What Investors Need to Know
Blue Chip FM
In this episode of Blue Chip NOW!, Daniel Dusina , Matt Mondoux , and Investment Analyst Vince Parrack explore the latest developments in global trade tensions, focusing on tariffs, trade restrictions, and their direct and indirect impacts on industries, investors, and market volatility. They break down the effects on key sectors like autos, aerospace, consumer goods, and technology, while also discussing how tariffs on China, Mexico, and Canada could influence corporate earnings and supply chains. The team also highlights risks and opportunities that arise from shifting trade policies,...
info_outlineIn this episode of Blue Chip NOW!, Matt Mondoux CFA, CMT, CFP® and Dan Seder CFA, CMT, CFP® analyze recent market volatility, investor sentiment, and the factors driving uncertainty, including tariffs and economic policy changes. With Daniel Dusina away, Matt and Dan provide insights into key market indicators like the VIX, moving averages, and sector performance. They discuss the impact of tariffs on inflation, investor behavior, and the potential for a market-induced recession. They also highlight the importance of diversification, long-term investing strategies, and why staying the course is often the best approach.
Key Points From This Episode:
00:00:00 Introduction to the episode: Market volatility and client concerns.
00:01:10 The impact of tariffs and recession fears on investor sentiment.
00:02:52 Market shifts and the transition to a tariff-focused economic approach.
00:04:14 How sentiment plays a key role in market movements.
00:06:05 Risk-off behavior: Market indicators showing investor caution.
00:07:06 The significance of the S&P 500 dropping below its 200-day moving average.
00:08:53 The importance of staying invested: Historical data on missing the best market days.
00:10:08 Market volatility and the relationship between the VIX and stock performance.
00:12:33 Sector rotation: Consumer staples outperforming discretionary stocks.
00:14:25 Why diversification and long-term strategies remain key.
00:16:24 The role of high-quality, dividend-growing stocks in portfolio stability.
00:17:57 Closing thoughts: Why income-focused investing can provide stability in volatile markets.
Matt Mondoux: https://www.bluechippartners.com/about/our-team/matthew-mondoux/
Dan Seder: https://www.bluechippartners.com/about/our-team/daniel-seder/
Click here for important disclosure information: https://www.bluechippartners.com/disclosures/
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