#85: From Greenland to Gold: What’s Influencing Markets Right Now
Blue Chip FM
Want to learn more about our long-term approach during volatile markets? bluechippartners.com/contact Markets have been anything but calm lately, with investors navigating a sharp rise in volatility driven by geopolitics, tariff rhetoric, central bank scrutiny, and shifting sentiment. In this episode of Blue Chip NOW!, the team breaks down five stories impacting global markets—from renewed tariff threats tied to geopolitical tensions, to surging demand for gold and other perceived safe-haven assets. The conversation emphasizes how headline-driven markets can distort short-term...
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#84: Trump Headlines Move Markets: Federal Reserve, Defense Stocks, Housing
Blue Chip FM
Learn more about our perspectives on markets, policy developments, and long-term planning: www.bluechippartners.com Markets started 2026 at record highs, but the biggest conversations this week are coming straight from Washington. In this episode of Blue Chip NOW!, we break down how President Trump’s latest headlines are influencing financial markets — including renewed scrutiny of the Federal Reserve, proposed restrictions on defense contractor dividends and buybacks, and a potential ban on large institutional investors purchasing single-family homes. We discuss how markets appear to...
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#83: Quarterly Edge: Q1, 2026 Investment Outlook: Are We in a Market Bubble?
Blue Chip FM
Want to learn more about how these market themes may fit into a broader financial strategy? www.bluechippartners.com As Blue Chip Partners kicks off the first quarter of 2026, CIO Daniel Dusina, CFA, and Managing Partner Dan Seder, CFA, CMT, CFP® sit down to discuss the economic landscape, equity market concerns, and the evolving role of bonds in diversified portfolios. Despite lingering data challenges from late 2025, the conversation highlights surprisingly resilient U.S. economic growth, the continued impact of AI investment, and how labor and inflation remain central to Federal Reserve...
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#82: Manufacturing Slumps, Services Hold Strong: December Market Insight
Blue Chip FM
Interested in how economic data may influence your financial plan? https://hubs.li/Q03X_VHN0 In this episode of Blue Chip NOW!, Daniel Dusina, CFA and the team unpack what has been a surprisingly eventful start to December across the equity and fixed-income markets. The discussion kicks off with the early-month sell-off in technology and crypto assets—largely sentiment-driven—before shifting into the rapid rebound fueled by optimism around artificial intelligence and expectations of a Federal Reserve rate cut. The team explains how anticipation rather than hard data has been the main...
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#81: Thankful for Data: AI Momentum, Rate Expectations, and What’s Driving Markets Now
Blue Chip FM
👉 Need help making sense of today’s markets? In this episode, the team walks through a timely Thanksgiving-week market update covering U.S. equities, Federal Reserve expectations, cryptocurrency volatility, and international market performance. The conversation begins with the sharp move higher in equities—powered largely by the AI theme and companies such as Alphabet. They discuss the tension between AI-driven enthusiasm and the macro tug-of-war created by evolving interest-rate expectations. The hosts emphasize how today’s...
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#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...
info_outlineIn this episode of Blue Chip NOW!, hosts Daniel Dusina, CFA, Matt Mondoux, CMT, CFA, CFP®, and Dan Seder, CMT, CFA, CFP® sit down to tackle one of the most volatile stretches the market has seen in recent memory. They discuss how tariff uncertainties, political pressures, and tech stock valuations have created sharp market swings, and why it's so important to avoid making emotional investment decisions during turbulent times. The team walks through how the investment committee at Blue Chip Partners approached recent volatility — emphasizing patience, long-term thinking, and a commitment to disciplined strategy even when conditions feel unstable. They also dive deep into the concept of "buying the dip," explaining why today's environment demands a company-by-company evaluation rather than a blanket investment approach.
Later in the conversation, they explore broader investor behavior patterns: the importance of individualized strategies based on risk tolerance, how asset allocation can be adjusted in stressful environments, and why maintaining consistent communication with clients is critical. Tactical analysis, the role of the VIX as a measure of expected volatility, and why volatility itself is a "price" that investors must pay for future returns are key themes throughout the discussion. Whether you're wondering how to respond to market turbulence, thinking about rebalancing your portfolio, or just seeking reassurance during a rocky time, this episode offers clear, thoughtful insights — without the hype.
Quotes:
"It’s like getting on a plane… You’re not going to grab a parachute and jump out the back if the pilot says we’re going to experience some turbulence. You buckle up.”– Dan Seder
Volatility is the price you pay for return. It’s meant to be uncomfortable. If it wasn’t, everybody would do it, this would be no problem, and nobody would have a dollar parked in a bank account.” – Matt Mondoux
“Our advisors… have tried to be very in front of the curveball in trying to make sure there’s a dialogue that’s ongoing.” – Daniel Dusina
Timestamps:
00:00:00 - Episode Intro – The hosts reunite to kick off the conversation and reflect on recent market shifts.
00:01:32 - Tariffs and Economic Uncertainty – How pending tariffs and the lack of immediate economic data are complicating investment decisions.
00:02:14 - The Danger of Reacting Too Fast – Insights into why knee-jerk selling often does more harm than good for investors.
00:03:00 - Political Influence on the Stock Market – How political actions and rhetoric have been influencing stocks and bonds.
00:05:11 - Should Investors "Buy the Dip"? – A thoughtful discussion about why dip-buying isn't a blanket strategy and needs company-specific analysis.
00:07:49 - How Different Investors React to Volatility – Breaking down four different paths investors typically take during market stress.
00:10:47 - VIX and Dow Volatility Expectations – Translating the VIX into practical day-to-day market expectations and volatility mindset shifts.
00:13:14 - Volatility is the Price of Admission – A reminder that discomfort is the cost investors pay for long-term growth.
00:16:12 - Staying Engaged Through Uncertainty – Why keeping up consistent client communication is vital even if no dramatic portfolio moves are made.
00:17:22 - Economic Strength in Pockets – Despite volatility, certain economic sectors like housing and autos show underlying resilience.
00:18:33 - Risk and Inflation-Adjusted Returns – Why investors must embrace volatility to beat inflation over time.
00:20:24 - Managing Volatility Expectations – Using the plane turbulence analogy to normalize wild market swings without panic.
00:21:39 - Final Thoughts on Patient Investing – Wrapping up by reinforcing the importance of discipline, communication, and trust in the long term.
Links:
Spend with Confidence. Live without Regret: https://www.bluechippartners.com
Schedule an Intro Call: https://meetings.hubspot.com/daniel-seder
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