#70: Tariffic News! Markets Cheer the Ceasefire, but is It Built to Last?
Release Date: 05/13/2025
#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!, hosts Daniel Dusina, CFA®, Matt Mondoux, CFA®, CMT, CFP®, and Dan Seder, CFA®, CMT, CFP® dive deep into the evolving dynamics of global trade and investor sentiment. Kicking things off with a reflection on a news-filled Mother’s Day weekend, they unpack the latest developments in U.S.–China tariff negotiations. With a 90-day tariff exemption window opening up between the nations, the conversation turns to how this temporary truce is impacting investor psychology, market sentiment, and near-term economic outlooks. The team reflects on how investor optimism has been bolstered not by confirmed policy changes but by hopeful signals, and why that matters.
The second half of the show turns its focus to the behavioral finance factors shaping investment decisions right now—loss aversion, recency bias, and fear of missing out. They explore why investors tend to act irrationally during volatile periods and how even long-term strategic allocations are being tested. Discussions also include technical indicators like the 200-day moving average, the seasonality of market returns, and how blending fundamental and technical analysis is critical in times of uncertainty. The episode wraps with lighthearted reflections on personal stories, market metaphors, and a surprise papal connection to baseball history.
"The market rally has been driven on hope, and certainly for any Andor fans out there—hope, you know, rebellions are built on hope—but this is no rebellion. This is just plain and simple economics." - Daniel Dusina
"Sentiment has made a drastic turnaround—meaning how investors feel about the market looks a lot different in just a few short weeks." - Dan Seder
“We’re in a comfortable place with the market right now because we’re near all-time highs, but in reality, we don’t exactly know what the resolution is going to be.” - Matt Mondoux
Key Points:
00:00:00 - Episode Kickoff
The team opens with greetings, a Mother’s Day shoutout, and previews the topic of U.S.–China trade talks.
00:00:29 - U.S.–China Trade Talks and Market Impact
The hosts delve into the anticipated U.S.–China tariff negotiations, explore what was at stake for global markets, and explain how investor optimism around a 90-day exemption fueled a rally—highlighting China's pivotal role in the geopolitical and economic equation.
00:02:09 - Pause in Tensions
The panel discusses the psychological relief markets experience when conflict is temporarily paused.
00:03:01 - Tariff History
A look back at the April 2nd tariff changes and how exemptions evolved.
00:04:07 - CEO Uncertainty
The conversation shifts to how business leaders are navigating unpredictable policy landscapes.
00:05:16 -Investor Sentiment and Behavioral Biases
The team examines the sharp rebound in market sentiment through tools like the CNN Fear & Greed Index, then unpacks key behavioral finance concepts—such as loss aversion and recency bias—that often lead investors to misjudge turning points and make emotional decisions during volatile periods.
00:08:56 - Long-Term Positioning and Market Recovery
The conversation highlights Bank of America’s record streak of client buying as a sign of steady long-term investor confidence, while raising the question of whether the current rally marks the beginning of a true market recovery.
00:12:25 - Moving Averages Return
The S&P 500 crossing above its 200-day moving average is presented as a positive technical signal.
00:14:24 - Strategic Allocation Insight
Recent volatility reveals whether investors' asset allocations were well-aligned with their risk tolerance.
00:16:22 - Seasonality, Strategy, and Navigating Uncertainty
The panel explores whether the “sell in May” seasonal trend holds up in today’s fast-moving environment and discusses how a flood of headlines without actionable data challenges traditional investing approaches—emphasizing the importance of blending technical signals with fundamental insight.
00:19:00 - Investment Frameworks
Ongoing conversations and solid frameworks help clients feel confident amid economic noise.
00:19:45 - Lighthearted Wrap-Up and Final Thoughts
The episode closes with a humorous take on the new American pope's surprise baseball connection, followed by heartfelt thanks to the audience and a look ahead to what’s next on Blue Chip NOW!.
Links:
Daniel Dusina: https://www.linkedin.com/in/ddusina/
Dan Seder: https://www.linkedin.com/in/daniel-seder/
Matt Mondoux: https://www.linkedin.com/in/matt-mondoux-cfa-cmt-cfp%C2%AE-838935b0/
Spend with Confidence. Live without Regret: https://www.bluechippartners.com
Schedule an Intro Call: https://meetings.hubspot.com/daniel-seder
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