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Blue Chip FM

Blue Chip FM

By: Blue Chip Partners LLC
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 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
  • #86: Dow Jones Hits 50,000: What Market Breadth Signals for 2026

    #86: Dow Jones Hits 50,000: What Market Breadth Signals for 2026
    Feb 11 2026
    If you'd like more context around today's discussion, visit bluechippartners.com/contact 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 building and where caution may still be warranted. The episode wraps with a look ahead at macroeconomic data — including jobs and inflation — and why economic releases have become the main driver shaping market direction as 2026 unfolds. "The real flex here is the equal-weight S&P 500 going out at all-time highs." – Dan Seder 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/Contact: https://www.bluechippartners.com/contact/ Call Us: 248-848-1111 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/ Time Stamps: 0:00 – Intro 1:03 – Stock Market Volatility in 2026 Explained 1:28 – Dow Jones Hits 50,000: What It Really Means 2:15 – Tech Stocks Rebound as AI Optimism Returns 3:02 – Market Breadth vs. Headline Returns 4:29 – Equal-Weight S&P 500 Hits All-Time Highs 5:22 – Why Market Participation Signals Market Health 5:48 – International Stocks Outperform U.S. Markets 6:39 – Why Global Markets May Be Entering a New Cycle 7:26 – Small-Cap Stocks vs. Large-Cap Stocks in 2026 8:30 – Interest Rates and Small-Cap Stock Performance 9:19 – The Artificial Intelligence Trade Beyond Big Tech 11:10 – Bitcoin Volatility and Crypto Market Risk 12:41 – Why Cryptocurrency Is Hard to Value 14:20 – Jobs, Inflation, the Fed, and Market Direction
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    17 mins
  • #85: From Greenland to Gold: What's Influencing Markets Right Now

    #85: From Greenland to Gold: What's Influencing Markets Right Now
    Jan 30 2026
    Want to learn more about our long-term approach during volatile markets? bluechippartners.com/contact 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 reactions to market noise. The episode also explores Federal Reserve independence, potential signals coming from Wall Street dealmaking activity, and what all of this could mean for long-term investors trying to stay grounded amid uncertainty. "What the Federal Reserve does is much more powerful than politics." – Dan Seder 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/ Contact: https://www.bluechippartners.com/contact/ 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/ Call us: 248-848-1111 Timestamps: 00:00 – Tariff Threats Re-Enter the Conversation 00:01:35 – Markets React: Stocks Slide and Safe Havens Rise 00:02:25 – Why Tariff Threats Matter for Investors 00:02:51 – Walking Back Rhetoric and the Market Rebound 00:04:00 – Headline-Driven Markets Create Investor Challenges 00:04:25 – Why Time Horizon Matters More Than Headlines 00:05:11 – The Emotional Cost of Watching Markets Daily 00:06:28 – Stretching Your Time Horizon to Reduce Volatility 00:07:31 – A 2020 Lesson in Zooming Out 00:08:22 – Federal Reserve Independence Comes Into Focus 00:10:10 – Monetary Policy Is More Powerful Than Politics 00:10:38 – Gold and Precious Metals Signal Investor Anxiety 00:12:01 – Opportunity Cost: Gold Versus Stocks 00:12:42 – Wall Street Optimism and a Busy 2026 Ahead 00:14:20 – Why Strong Banking Pipelines Matter 00:16:04 – Closing Thoughts and Final Takeaways
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    17 mins
  • #84: Trump Headlines Move Markets: Federal Reserve, Defense Stocks, Housing

    #84: Trump Headlines Move Markets: Federal Reserve, Defense Stocks, Housing
    Jan 14 2026
    Learn more about our perspectives on markets, policy developments, and long-term planning: www.bluechippartners.com 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, housing, and investor confidence, and why Fed independence, government intervention, and capital allocation decisions matter far beyond the headlines. You'll also hear context around the broader market environment, including recent equity performance, tight credit spreads, and emerging trends in commodities. 🎧 Whether you're watching markets closely or just trying to understand what these policy developments could mean going forward, this episode offers our perspective on recent events. "President Trump has announced that his administration is taking steps to ban large institutional investors from purchasing additional single family homes in the US." – 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/ 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: 0:00 – Markets Kick Off 2026 at Record Highs 0:47 – U.S. Stocks Hit New All-Time Highs 1:12 – Jobs Report Signals Cooling but Resilient Economy 1:38 – Broader Market Participation Beyond the "Magnificent Seven" 2:20 – Small-Cap and International Stocks Gain Momentum 3:04 – Why Broader Participation Signals a Healthier Market 5:28 – Corporate Bond Issuance Surges to Start the Year 6:29 – Tight Credit Spreads and What They Signal 8:43 – Commodities Rebound: Metals, AI, and Structural Demand 10:37 – Trump, the Fed, and Market Sensitivity 14:34 – Trump Targets Defense Contractors' Dividends and Buybacks 18:18 – Housing Policy: Institutional Investors and Market Impact
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    21 mins
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