Libsyn Directory

#72: Is the Market Rally for Real? Sector Moves & Economic Signals

Release Date: 06/12/2025

#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...

#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...

#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...

#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...

#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...

#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...

#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...

#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...

#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...

#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,...

More Episodes

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 uncertainties and trade tensions continue to evolve.

The conversation also shifts to broader economic indicators, with a special focus on the housing market as a leading signal of potential slowdowns. The hosts discuss inventory trends, homebuilder sentiment, and what new home sales are telling us about consumer confidence and economic resilience. Whether you're an investor trying to make sense of the rally, or a financial professional watching macro trends, this episode delivers practical insights and forward-looking perspectives to help you navigate today’s markets.

Individual views and opinions expressed in the podcast, article, or other media included herein may not necessarily reflect the views and opinions of Blue Chip Partners, LLC. This material has been prepared for informational purposes only and is not intended to provide and should not be relied on for individualized financial, tax, legal or accounting advice. You should consult your own professional financial, tax, legal, accounting, or equivalent advisers prior to making any investment decision. All investments involve a degree of risk, including the risk of loss. Past performance is not indicative of future results.

Quotes:

· “I think there was a very large element of throwing the baby out with the bathwater as it pertained to the selling pressure that initially happened post April 2^nd in sectors like tech, like comm services.” - Daniel Dusina

· “We’re not calling for a housing bubble [or] bust, but it’s just a more economically sensitive area that you can watch and start to say, “Okay, is there a trend here?” - Matt Mondoux

Links:

Daniel Dusina: https://www.bluechippartners.com/about/our-team/daniel-dusina/

Matt Mondoux: https://www.bluechippartners.com/about/our-team/matthew-mondoux/

Vince Parrack: https://www.bluechippartners.com/about/our-team/vincent-parrack/

Schedule an Intro Call: https://www.bluechippartners.com/schedule-a-call/

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