Blue Chip FM
Blue Chip NOW! is a market analysis podcast from Blue Chip FM a Blue Chip Partners, LLC production. Hosts Daniel Dusina, Matt Mondoux, and Dan Seder share their industry knowledge and insights to help make sense of what's going on in the markets, plus look ahead to what's on the horizon so you can be better prepared. The trio also covers a variety of investment management, retirement planning, and executive compensation topics to help ensure you are getting the most life out of your wealth.
Medicare Timeline: What to Do Before Turning 65
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Medicare can come with a lot of questions: When should you start planning? Do you have to enroll at 65? What happens if you're still working? And how does Social Security factor into the process?
In episode one of our four-part Medicare series, Dan Seder, CFA, CMT, CFP® is joined by Anthony Fracchia, President of Altruis Advisor Group, to break down the Medicare timeline and some of the key decisions to c...
Medicare Timeline: What to Do Before Turning 65
Download our Medicare Timeline: https://hubs.li/Q04zWVj60
Altruis Advisor Group: https://hubs.li/Q04zsp_30
Medicare can come with a lot of questions: When should you start planning? Do you have to enroll at 65? What happens if you're still working? And how does Social Security factor into the process?
In episode one of our four-part Medicare series, Dan Seder, CFA, CMT, CFP® is joined by Anthony Fracchia, President of Altruis Advisor Group, to break down the Medicare timeline and some of the key decisions to consider as you approach age 65.
What Happens When Rates Rise but the Economy Stays Strong? - Quarterly Edge: Q4 2026
What market and economic themes are we watching as we head into the fourth quarter?
In this edition of Blue Chip Partners' Quarterly Edge, the conversation breaks down the current state of the U.S. economy, stock market, and bond market, from resilient consumer spending and strong corporate earnings to higher interest rates and changing opportunities in fixed income.
The discussion explores why the U.S. economy has remained on relatively solid footing despite inflation and higher rates, how shifting market leadership and valuations are shaping the outlook for stocks, and why today's higher yields...
The Fed Hikes Again: What We're Watching
The Fed just raised interest rates for the first time since 2023, and another hike could still be on the table.
In this episode of Blue Chip Now, Vince Parrack, CFA, and Matt Mondoux, CFA, CMT, CFP® break down five themes shaping markets right now, from higher interest rates and Treasury yields to oil prices, persistent inflation and growing scrutiny around the AI trade.
They discuss:
· Why the Fed raised rates and what policymakers may consider next
· What a 10-year Treasury yield near 5% could mean for equity valuations
· How crude oil...
The Market's New Pressure Points: Rates, Oil & AI
Trade developments, oil prices, inflation expectations, and long-term interest rates continue to be important factors influencing the current market outlook. At the same time, investment in artificial intelligence infrastructure is introducing new considerations for corporate financing and debt markets.
In this episode, Daniel Dusina, CFA, and Vince Parrack, CFA, discuss:
· Recent U.S.-Canada trade developments and the potential inflationary effects of tariffs
· Oil prices, U.S.-Iran relations, and the challenges supply-driven inflation may present for the Federal Reserve
· The Federal Reserve's policy considerations as inflation and economic growth send mix...
The Fed's Tug of War: Inflation, Jobs & What Might Come Next
The Federal Reserve is facing a balancing act as inflation remains elevated while the labor market appears to show signs of slowing.
In this episode, Daniel Dusina, CFA and Matt Mondoux, CFA, CMT, CFP® discuss:
The Fed's latest decision to hold interest rates steady and disagreement among FOMC members A surprisingly weaker-than-expected July jobs report and what it could signal about the labor market Q2 earnings, Big Tech and growing scrutiny around AI spending Oil prices, Iran and uncertainty surrounding the Strait of Hormuz Why upcoming CPI data could be an important test for markets and t...AI, Inflation & Oil: 3 Market Themes We're Watching
Markets have remained active over the past several weeks, with continuing developments across corporate earnings, inflation, artificial intelligence, and global events.
In this episode of Blue Chip Now, Daniel Dusina, CFA, Matt Mondoux, CFA, CMT, CFP®, and Dan Seder, CFA, CMT, CFP® discuss what recent bank earnings may suggest about the broader economy, why inflation data may warrant close attention, how investors appear to be evaluating AI spending more critically, and how geopolitical developments could influence oil prices and interest rate expectations.
Topics include:
· What large bank earnings may indicate about consumer and bus...
The Economy Heading Into the Second Half of 2026: What We're Watching (Quarterly Edge: Q3 2026)
What should investors be watching as we move through the second half of 2026?
In this Quarterly Edge episode, Chief Investment Officer Daniel Dusina, CFA® and Managing Partner Dan Seder, CFA®, CMT, CFP® discuss three key themes we are watching across the economy, stocks, and bonds..
They cover why the labor market may be showing signs of stabilization, what recent inflation data may be telling investors, how corporate earnings have appeared to influence recent stock market performance, and how changing Federal Reserve expectations could impact interest rates and fixed income investing.
While headlines continue to...
What Could Move Markets Next? Fed Policy, Inflation & SpaceX
Markets continue to navigate a rapidly evolving environment as investors weigh geopolitical developments, inflation trends, and Federal Reserve policy. In this episode of Blue Chip NOW!, Daniel Dusina, CFA, Matthew Mondoux, CFA, CMT, CFP® and Dan Seder, CFA, CMT, CFP® discuss reports of a potential peace agreement between the U.S. and Iran, how changes in oil prices could influence inflation expectations, and why markets have appeared to react so strongly to developments in the region.
The team also examines SpaceX's historic public debut, which became the largest IPO on record, and discusses what the offering may in...
Sticky Inflation vs. AI Growth: The Market's Balancing Act
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Artificial intelligence remains a major topic in market discussions, but many investorsmay also be evaluating another potential concern: sticky inflation.
In this episode of Blue Chip NOW!, Daniel Dusina, CFA, Matthew Mondoux, CFA, CMT, CFP®, and Dan Seder, CFA, CMT, CFP® discuss the rapid expansion of AI spending, potential opportunities emerging across chips, data centers, and power infrastructure, and whether current market expectations appear to reflect continued growth in these areas. They also examine questions surrounding AI adoption, monetization, and th...
Nvidia, Oil & Interest Rates: Why Markets Are So Reactive
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In this episode of Blue Chip NOW!, hosts Daniel Dusina, CFA, Matthew Mondoux, CFA, CMT, CFP®, and Dan Seder, CFA, CMT, CFP® break down five current events impacting investors right now.
The team discusses the rise in oil prices tied to Middle East tensions and the Strait of Hormuz crisis, why Treasury yields are climbing to multi-year highs, and how inflation concerns are reshaping expectations for Federal Reserve policy. They also explore whether recent AI-driven market momentum can wi...
Bull Market or Bubble? AI Rally, Oil Shock & Fed Signals Explained
Bull Market or Bubble? AI Rally, Oil Shock & Fed Signals Explained
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In this episode of Blue Chip NOW!, hosts Daniel Dusina, CFA and Matt Mondoux, CFA, CMT, CFP® discuss recent market dynamics, including AI-related investor enthusiasm, large-cap technology leadership, oil price movements, geopolitical developments, and Federal Reserve commentary. They also review how these factors may influence inflation expectations, investor sentiment, and considerations around the traditional 60/40 portfolio.
"Markets look strong right now, but the foundation underneath them is getting increasingly complicated." – Dan...
Quarterly Edge - Q2, 2026: Economic Outlook 2026: Inflation, Jobs & Market Risks
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In this episode of Blue Chip NOW! Quarterly Edge, hosts Daniel Dusina, CFA and Dan Seder, CFA, CMT, CFP® break down the current economic landscape and what it could mean for investors.
The conversation covers key themes shaping today's markets, including labor market trends, inflation dynamics, and the Federal Reserve's evolving outlook. The team explains why recent economic data suggests a possible slowdown rather than a recession, and how global tensions are influencing inflation expectations and investor sentiment.
T...
Private Credit Boom or Bubble? What Investors Need to Understand Today
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In this episode of Blue Chip NOW!, hosts Daniel Dusina, CFA and Matthew Mondoux, CFA, CMT, CFP® are joined by Chief Operating Officer Erin Goss, CFA®, CAIA, CIMA®, CFS® to break down recent market volatility tied to global tensions and shift the focus to one of the most talked-about asset classes today: private credit.
The team explores how private credit has evolved since the global financial crisis, why it has grown rapidly in recent years, and what's driving current headlines around redemption pressure and liquidity concerns. They also discuss...
Oil Above $80, Weak Jobs Data & Nvidia Swings — What Investors Need to Know
In this episode of Blue Chip NOW!, hosts Daniel Dusina, CFA and Matthew Mondoux, CFA, CMT, CFP® break down several major developments currently impacting financial markets.
The discussion begins with escalating Middle East tensions and the surge in oil prices, including the strategic importance of the Strait of Hormuz, where roughly 20% of global oil supply flows. The hosts explore how higher energy prices can ripple through the economy, raising inflation risks and potentially influencing Federal Reserve policy.
They also examine a weak U.S. jobs report, which showed job losses and rising unemployment, complicating the F...
Tariff Turmoil Returns: Supreme Court Ruling, 15% Tariffs & Market Volatility Explained
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In this episode of Blue Chip NOW!, Daniel Dusina, CFA, is joined by Investment Analyst Vince Parrack to unpack the latest market-moving developments — from the Supreme Court's ruling on tariffs to renewed trade policy uncertainty and its ripple effects across global markets.
The conversation explores the administration's newly imposed 15% tariff under the Trade Act of 1974, the 150-day expiration window requiring congressional action, and what continued policy uncertainty could mean for risk assets.
The team also dives into the latest GDP data, th...
Dow Jones Hits 50,000: What Market Breadth Signals for 2026
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The year has started with plenty of noise — but also some meaningful signals. In this episode of Blue Chip NOW!, Daniel Dusina, CFA, breaks down year-to-date market performance and explain why headline returns don't tell the full story. While the Dow crossing 50,000 grabs attention, the real focus is on market breadth, participation beyond the Magnificent Seven, and why equal-weight performance may be the more important signal for investors.
The conversation expands into international markets, small-cap stocks, artificial intelligence, and crypto, highlighting where momentum is...
From Greenland to Gold: What's Influencing Markets Right Now
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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 decision-making and why stretching out your time horizon can help reduce emotional re...
Trump Headlines Move Markets: Federal Reserve, Defense Stocks, Housing
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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 be reacting, what these policy moves could mean for stocks, bonds, ho...
Quarterly Edge: Q1, 2026 Investment Outlook: Are We in a Market Bubble?
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 decision-making.
The discussion also t...
Manufacturing Slumps, Services Hold Strong: December Market Insight
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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 driver of equity strength and...
Thankful for Data: AI Momentum, Rate Expectations, and What's Driving Markets Now
👉 Need help making sense of today's markets? www.bluechippartners.com
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 tech giants appear to be different from the unproven companies of the early-2000s tech bubble.
They then shift...
#80: Big Tech's $800B Drop, Fed's Balancing Act, and a Data-Driven Market Pause
Volatility happens. Preparation is what counts. Connect with Blue Chip: https://www.bluechippartners.com
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 sector or the star...
#79: Soft Landing in Sight? CPI, Fed Policy & Trade Updates
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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 Fe...#78: Gold's Surge, M&A Momentum, and Market Reality Checks
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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 quick to take profits after months of stea...
#77: Quarterly Edge - Q4 2025: Consumer Strength, Fed Cuts, and Market Strategy for Investors
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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 di...
#76: Fed Rate Cuts Explained 📉 | Inflation, Nvidia, Tesla & Market Risks
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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? 🚗⚡
#75: From Summer Fun to Market Shifts: September Insights
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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 companies. The te...
#74: Markets on the Move: U.S. Highs, Emerging Market Strength, and Fed Uncertainty
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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 markets 🌎 The $7 t...#73: Quarterly Edge – Q3 2025: Liberation Day to Bond Stability
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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...
#72: Is the Market Rally for Real? Sector Moves & Economic Signals
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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 c...
#71: From Diapers to Diplomas: Strategic Financial Planning for Families
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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 tr...
#70: Tariffic News! Markets Cheer the Ceasefire, but is It Built to Last?
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 optimism has been bolstered not by confirmed policy...
#69: Tariff Turbulence: You Don't Need a Parachute
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 disciplined strategy even when conditions feel unstable. They...
#68: Quarterly Edge: Q2, 2025 - A Deep Dive into the Economy, Stock Market, and More
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...
The Dance of the Stock Market
In this clip from the latest episode of Blue Chip NOW!, hosts Matt Mondoux CFA, CMT, CFP® and Dan Seder CFA, CMT, CFP® break down a fascinating statistic dating back to 1990, down days and up days, and the dance of the stock market.
Matt Mondoux: https://www.bluechippartners.com/about/our-team/matthew-mondoux/
Dan Seder: https://www.bluechippartners.com/about/our-team/daniel-seder/
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#67: Navigating Uncertain Times: Market Volatility & Investor Sentiment
In 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 Fr...
#66: Fear, Greed, and Market Rotation: A Contrarian Perspective
In this episode of Blue Chip NOW!, Daniel Dusina CFA, Matt Mondoux CFA, CMT, CFP®, and Dan Seder CFA, CMT, CFP® provide an update on market sentiment, sector rotation, and key market observations. They explore why sentiment indicators like the CNN Fear & Greed Index and AAII Investor Sentiment Survey are powerful contrarian signals. They also discuss the impact of the Magnificent 7's underperformance, how defensive sectors are leading gains, and why broad market participation is a positive sign for the bull market. Tune in for insights on why extreme sentiment readings often indicate opportunities—and what it means for inve...
Tariffs on China: Technology and Consumer Goods
In this clip from the latest episode of Blue Chip NOW!, hosts Daniel Dusina CFA®, Matt Mondoux CFA®, CMT, CFP®, and Investment Analyst Vince Parrack discuss America's competitive relationship with China and the tariffs on China regarding technology and other consumer goods in the retail space.
Key Points:
[00:00:00] The ongoing U.S.-China trade tensions and their evolving nature.
[00:00:23] The impact of semiconductor export restrictions, especially on AI chips like Nvidia.
[00:01:16] The potential removal of the small-item tariff exemption and its effect on imports from China.
[00:02:00] How companies like Tem...
#65: Trade Wars & Market Volatility: What Investors Need to Know
In this episode of Blue Chip NOW!, Daniel Dusina CFA®, Matt Mondoux CFA®, CMT, CFP®, 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, including over-exaggeration of market sentiment, potential mispricing in certain ind...
