#73: Quarterly Edge – Q3 2025: Liberation Day to Bond Stability
Release Date: 07/01/2025
#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,...
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#70: Tariffic News! Markets Cheer the Ceasefire, but is It Built to Last?
Blue Chip FM
In 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...
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#69: Tariff Turbulence: You Don’t Need a Parachute
Blue Chip FM
In 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...
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#68: Quarterly Edge: Q2, 2025 - A Deep Dive into the Economy, Stock Market, and More
Blue Chip FM
In this Quarterly Edge episode of Blue Chip NOW!, hosts Daniel Dusina, CFA® and Dan Seder, CFA®, CMT, CFP® explore the current uncertainty of the economy, sharing their thoughts on why it's challenging to be either optimistic or pessimistic in this ever-changing landscape. They discuss key topics like the labor market, new job opportunities, wage gains, and how the wealth effect is shaping consumer behavior. The hosts also take a closer look at the level of debt in U.S. households and what it means for future spending power. In addition, Daniel and Dan analyze the stock market and offer...
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The Dance of the Stock Market
Blue Chip FM
In this clip from the latest episode of Blue Chip NOW!, hosts Matt Mondoux and Dan Seder break down a fascinating statistic dating back to 1990, down days and up days, and the dance of the stock market. Matt Mondoux: Dan Seder: Click here for important disclosure information: https://www.bluechippartners.com/disclosures/ Click the link below to schedule a call: Blue Chip Partners | https://www.bluechippartners.com/schedule-a-call/ Listen to our weekly market analysis podcast on your favorite platform by clicking here: https://www.bluechippartners.com/blue-chip-now/ Are...
info_outlineSpend Confidently. Live without Regret: www.bluechippartners.com
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 dynamics.
The episode also explores rising U.S. debt levels relative to GDP and why perception—not just the math—matters most when it comes to financial system risk. Shifting gears to the stock market, the hosts reflect on the post-Liberation Day sell-off, sector-specific volatility, and the persistent influence of geopolitical tensions like the Israel-Iran conflict. They close by discussing the resilience of the bond market, noting that higher yields and sustained foreign investment suggest an enduring value proposition for fixed income allocations.
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.
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Timestamps:
00:00:00 — Welcome & Episode Overview - Introduction to this quarter’s market review: economy, stocks, and bonds.
00:01:12 — The Economic Outlook for 2025 - Why 2025 has been defined by information overload and lingering uncertainty.
00:02:39 — Job Switching No Longer Pays - New data reveals that wage incentives for job-hoppers have declined dramatically.
00:03:27 — Quits Rate & Corporate Caution - Employers and employees alike are “hunkering down” amid economic ambiguity.
00:04:41 — Tariff Overhang and Prolonged Uncertainty - How unresolved tariff policies are freezing confidence and outlooks.
00:05:55 — Debt-to-GDP: A Perception Game - U.S. debt isn’t a mechanical risk—until perception makes it one.
00:08:32 — The Three Safety Factors for U.S. Debt - Why interest rates, GDP growth, and foreign demand are key to debt stability.
00:10:11 — Stock Market Volatility Post-Tariffs - Liberation Day triggered a wide sell-off—was it justified?
00:12:28 — Tech Recovery & Market Expectations - Are we in a bubble or just climbing back to fair value?
00:14:27 — S&P 500: Cap-Weighted vs. Equal-Weighted - An analysis suggesting the market may be unevenly priced, based on recent economic indicators and trends.
00:15:56— Middle East Conflict & Oil Prices - How geopolitical tensions in Iran/Israel affect oil—and possibly your portfolio.
00:17:42 — Oil Shocks & Historical S&P Performance - Surprising data: markets often recover or thrive after oil spikes.
00:18:33 — Bond Market Stability & Opportunity - Despite concerns about tariffs, higher yields and stable demand potential opportunities in bonds. 00:20:03 – Bond Market Resilience Post-Liberation Day
00:22:18 – Tariff Fallout Fails to Deter Foreign Demand