Blue Chip FM cover art

Blue Chip FM

Blue Chip FM

By: Blue Chip Partners LLC
Listen for free

About this listen

 Blue Chip NOW! is a weekly market analysis podcast from Blue Chip FM a Blue Chip Partners, LLC production. Hosts Dan Seder, Matt Mondoux, and Daniel Dusina 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.2025 Economics Personal Finance Politics & Government
Episodes
  • #79: Soft Landing in Sight? CPI, Fed Policy & Trade Updates

    #79: Soft Landing in Sight? CPI, Fed Policy & Trade Updates
    Oct 29 2025
    https://www.bluechippartners.com 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 cutsWhat's behind shifts in oil, gold, and commodity pricesHow the Fed is "flying blind" amid limited economic dataThe real impact of U.S.–China trade optimismWhether market highs mean it's time to worry about valuations 💡 Stay informed. Stay confident. Listen to the full discussion now. "Inflation not only is something that consumers feel and react to, but it's also a driver of monetary policy." – Matthew Mondoux Disclaimer: Expressions of opinion are subject to change without notice. Any information provided is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation to buy, hold or sell any security. The information provided, whether charts, articles, or any other statements regarding market or other financial information, has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. The information provided does not constitute tax, legal, accounting, or other professional advice and is without warranty as to the accuracy or completeness of the information. There are limitations associated with the use of any method of securities analysis. Indices are included for informational purposes only; investors cannot invest directly in any index. Every investor's situation is unique, and you should consider your investment goals, risk tolerance and time horizon before making any investment. Prior to making an investment decision, please consult with your financial advisor about your individual situation. Past performance does not guarantee future results. Dividends are not guaranteed and must be approved by the company's board of directors. Investing involves risk and you may incur a profit or loss regardless of strategy selected. There is no guarantee that any statements, opinions, or forecasts provided herein will prove to be correct. Links: Daniel Dusina: https://www.bluechippartners.com/about/our-team/daniel-dusina/ Matt Mondoux: https://www.bluechippartners.com/about/our-team/matthew-mondoux/ Dan Seder: https://www.bluechippartners.com/about/our-team/daniel-seder/ Schedule an Intro Call: https://www.bluechippartners.com/schedule-a-call/ Disclosure Information: https://www.bluechippartners.com/disclosures/ Podcast: https://www.bluechippartners.com/blue-chip-now/ Blog: https://www.bluechippartners.com/blog/ In the News: https://www.bluechippartners.com/in-the-news/ Financial Services: Investment Management: https://www.bluechippartners.com/financial-services/investment-management/ Executive Compensation: https://www.bluechippartners.com/financial-services/executive-compensation/ Retirement Planning: https://www.bluechippartners.com/financial-services/retirement-planning/ Tax Planning: https://www.bluechippartners.com/financial-services/tax-planning/ Estate Planning: https://www.bluechipestateplanning.com Career Opportunities: https://www.bluechippartners.com/about/career-opportunities/ Timestamps: 00:00 – Introduction 00:55 – Inflation Update: September CPI slightly below forecast 03:48 – Commodities & Energy: oil oversupply, gold strength, and inflation hedges 06:32 – Federal Reserve & Policy Uncertainty: shutdown effects, missing data, and rate 09:28 – Trade Relations: U.S.–China optimism and "framework for a framework" deal 12:43 – Market Impact & Valuations: earnings strength and momentum trends 15:23 – Episode recap and closing thoughts
    Show More Show Less
    16 mins
  • #78: Gold's Surge, M&A Momentum, and Market Reality Checks

    #78: Gold's Surge, M&A Momentum, and Market Reality Checks
    Oct 22 2025
    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 quick to take profits after months of steady gains. The discussion broadens into valuation concerns, the AI-driven rally, and what investors should consider when rebalancing portfolios. From gold's momentum surge to renewed M&A activity — including Fifth Third's $10.9B merger with Comerica — the hosts break down where opportunities and risks lie as the market adjusts to changing rate expectations. The conversation closes with a forward-looking take on sector rotations, diversification, and the value of maintaining discipline through uncertainty. "Gold is such a momentum asset… sometimes it works as a hedge, sometimes it doesn't…" — Matt Mondoux Disclaimer: Expressions of opinion are subject to change without notice. Any information provided is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation to buy, hold or sell any security. The information provided, whether charts, articles, or any other statements regarding market or other financial information, has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. The information provided does not constitute tax, legal, accounting, or other professional advice and is without warranty as to the accuracy or completeness of the information. There are limitations associated with the use of any method of securities analysis. Indices are included for informational purposes only; investors cannot invest directly in any index. Every investor's situation is unique, and you should consider your investment goals, risk tolerance and time horizon before making any investment. Prior to making an investment decision, please consult with your financial advisor about your individual situation. Past performance does not guarantee future results. Dividends are not guaranteed and must be approved by the company's board of directors. Investing involves risk and you may incur a profit or loss regardless of strategy selected. There is no guarantee that any statements, opinions, or forecasts provided herein will prove to be correct. Links: Daniel Dusina: https://www.bluechippartners.com/about/our-team/daniel-dusina/ Matt Mondoux: https://www.bluechippartners.com/about/our-team/matthew-mondoux/ Dan Seder: https://www.bluechippartners.com/about/our-team/daniel-seder/ Schedule an Intro Call: https://www.bluechippartners.com/schedule-a-call/ Disclosure Information: https://www.bluechippartners.com/disclosures/ Podcast: https://www.bluechippartners.com/blue-chip-now/ Blog: https://www.bluechippartners.com/blog/ In the News: https://www.bluechippartners.com/in-the-news/ Financial Services: Investment Management: https://www.bluechippartners.com/financial-services/investment-management/ Executive Compensation: https://www.bluechippartners.com/financial-services/executive-compensation/ Retirement Planning: https://www.bluechippartners.com/financial-services/retirement-planning/ Tax Planning: https://www.bluechippartners.com/financial-services/tax-planning/ Estate Planning: https://www.bluechipestateplanning.com Career Opportunities: https://www.bluechippartners.com/about/career-opportunities/ Timestamps: 00:00 – Episode Setup – Overview of U.S.-China tensions, valuations, gold, and mergers & acquisitions. 01:32 – Trade Tensions Resurface – Trump's tariff comments rattle markets and reignite global uncertainty. 03:06 – Negotiation High Stakes – The political balancing act between China and U.S. markets. 05:25 – Market Reaction Explained – Why investors were quick to take profits after the recent rally. 06:55 – Are Markets Overvalued? – Dissecting valuations and the AI-driven trade fueling growth. 08:24 – AI's Dominance in the Economy – How capital expenditures and growth expectations shape returns. 10:20 – Portfolio Positioning – When to take a victory lap and rebalance high-growth tech positions. 11:03 – Gold Momentum & Inflation Fears – The pros and cons of owning a non–income-bearing asset. 13:28 – Mergers and Acquisitions Surge – Fifth Third's $10.9B Comerica merger and the dealmaking rebound. 15:20 – Outlook Ahead – Why a favorable interest rate backdrop could fuel continued M&A strength.
    Show More Show Less
    16 mins
  • #77: Quarterly Edge - Q4 2025: Consumer Strength, Fed Cuts, and Market Strategy for Investors

    #77: Quarterly Edge - Q4 2025: Consumer Strength, Fed Cuts, and Market Strategy for Investors
    Oct 2 2025
    Spend Confidently. Live without Regret: https://www.bluechippartners.com 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 discussion then shifts to market valuations and opportunities. While large-cap tech skews headline indices, sectors like consumer discretionary and healthcare appear undervalued on an equal-weighted basis. With money market yields set to fall as rates decline, investors may reallocate cash into stocks and bonds. The takeaway: the economy remains resilient, but smart selectivity and close attention to the Fed, labor, and consumer psychology will matter most in the months ahead. "It should be no surprise that as goes the consumer, so goes the US economy, as the consumer is roughly 70% of GDP." – Daniel Dusina Disclaimer: Expressions of opinion are subject to change without notice. Any information provided is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation to buy, hold or sell any security. The information provided, whether charts, articles, or any other statements regarding market or other financial information, has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. The information provided does not constitute tax, legal, accounting, or other professional advice and is without warranty as to the accuracy or completeness of the information. There are limitations associated with the use of any method of securities analysis. Indices are included for informational purposes only; investors cannot invest directly in any index. Every investor's situation is unique, and you should consider your investment goals, risk tolerance and time horizon before making any investment. Prior to making an investment decision, please consult with your financial advisor about your individual situation. Past performance does not guarantee future results. Dividends are not guaranteed and must be approved by the company's board of directors. Investing involves risk and you may incur a profit or loss regardless of strategy selected. There is no guarantee that any statements, opinions, or forecasts provided herein will prove to be correct. Links: Daniel Dusina: https://www.bluechippartners.com/about/our-team/daniel-dusina/ Dan Seder: https://www.bluechippartners.com/about/our-team/daniel-seder/ Schedule an Intro Call: https://www.bluechippartners.com/schedule-a-call/ Disclosure Information: https://www.bluechippartners.com/disclosures/ Podcast: https://www.bluechippartners.com/blue-chip-now/ Blog: https://www.bluechippartners.com/blog/ In the News: https://www.bluechippartners.com/in-the-news/ Financial Services: Investment Management: https://www.bluechippartners.com/financial-services/investment-management/ Executive Compensation: https://www.bluechippartners.com/financial-services/executive-compensation/ Retirement Planning: https://www.bluechippartners.com/financial-services/retirement-planning/ Tax Planning: https://www.bluechippartners.com/financial-services/tax-planning/ Estate Planning: https://www.bluechipestateplanning.com Career Opportunities: https://www.bluechippartners.com/about/career-opportunities/ Timestamps: 00:00 Intro 00:49 – Economic Outlook – Resilient GDP growth 01:11 – AI Investment Trends – Technology-driven capital spending boosts growth. 01:59 – Labor Market Softness – Downward revisions to job gains and hiring caution. 02:48 – Consumer Strength – Spending resilience supported by strong balance sheets. 03:38 - Credit Card Delinquencies – Rates declining, indicating household health. 04:19 – The Wealth Effect – Market gains driving consumer willingness to spend. 04:43 – Inflation Dynamics – Moderate uptick with Fed cuts prioritizing labor. 05:50 – Market Valuations – S&P 500 concentration vs. equal-weighted perspectives. 07:29 – Sector Opportunities – Consumer discretionary and healthcare undervalued. 08:55 – Selective Investing – The case against passive, broad index exposure. 09:40 – Choppiness Ahead – Uncertainty tied to labor, inflation, and policy. 10:08 – Money Market Funds – Impact of declining rates on investor allocations. 11:33 – Retail Behavior – Psychology of cash shifts when yields fall below 4%. 12:25 – Market Fuel – Reallocation from money markets to stocks and bonds. 13:06 – Closing Thoughts – Stay alert as markets react to shifting conditions.
    Show More Show Less
    14 mins
No reviews yet
In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.