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
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    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.
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    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.
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    14 mins
  • #76: Fed Rate Cuts Explained 📉 | Inflation, Nvidia, Tesla & Market Risks

    #76: Fed Rate Cuts Explained 📉 | Inflation, Nvidia, Tesla & Market Risks
    Sep 17 2025
    Spend Confidently. Live without Regret: https://www.bluechippartners.com 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 what to watch this September 📊 👉 Stay ahead of the curve with insights on the Federal Reserve, inflation, the labor market, unemployment, and the tech sector driving the S&P 500. "We have a lot of chatter around warnings of 'sell the news'-type reaction, meaning you could get some semblance of market volatility, even if you get an interest rate cut." – 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/ Vincent Parrack: https://www.bluechippartners.com/about/our-team/vincent-parrack/ 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/
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    15 mins
  • #75: From Summer Fun to Market Shifts: September Insights

    #75: From Summer Fun to Market Shifts: September Insights
    Sep 3 2025
    Spend Confidently. Live without Regret: https://www.bluechippartners.com 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 team discusses the importance of diversification, especially as market leadership rotates between sectors like tech, energy, and financials. The episode closes with reminders that despite volatility, markets appear to be resilient and at record highs, providing an opportunity for long-term investors to stay balanced and seek broader opportunities. "When it's the same seven, eight, nine stocks leading the market, diversification is not paid. But when you see moves like this, that's when it's a nice reminder that diversification, over the long run, does pay." – Matt Mondoux 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/ Matthew Mondoux: https://www.bluechippartners.com/about/our-team/matthew-mondoux/ 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; end-of-summer reflections 02:18 – Market activity picks up post–Labor Day 03:32 – Tariffs ruled illegal: legal uncertainty ahead 04:46 – Business challenges: pricing under tariff uncertainty 06:12 – Bond market volatility and 30-year yields near 5% 07:24 – Historical context: why 5% isn't "too high" 08:41 – Rate cuts, inflation, and long bond dynamics 09:51 – Tech and AI stocks face selling pressure 12:00 – Rotation into energy, financials, and small caps 13:04 – Market resilience at all-time highs 14:17 – Recap: tariffs, bonds, tech sentiment, diversification
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    15 mins
  • #74: Markets on the Move: U.S. Highs, Emerging Market Strength, and Fed Uncertainty

    #74: Markets on the Move: U.S. Highs, Emerging Market Strength, and Fed Uncertainty
    Aug 20 2025
    Spend Confidently. Live without Regret: https://www.bluechippartners.com 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 trillion sitting in money markets — and where it may go 💵 Mixed economic signals, from unemployment to retail sales ⚖️ What the Fed's upcoming decisions could mean for stocks, bonds, and the broader economy With investor sentiment shifting and cash reserves waiting to re-enter the market, this is a must-watch conversation for anyone tracking financial markets in 2025. 👉 Subscribe for more insights on the Federal Reserve, economic outlook, and investment trends. "The S&P has been above its 20-day moving average for 68 consecutive days—something that's only happened nine times since 1957." – Matthew Mondoux 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, CFA: https://www.bluechippartners.com/about/our-team/daniel-dusina/ Matthew Mondoux, CFA, CMT, CFP®: https://www.bluechippartners.com/about/our-team/matthew-mondoux/ Dan Seder, CFA, CMT, CFP®: https://www.bluechippartners.com/about/our-team/daniel-seder/ Contact Us: https://www.bluechippartners.com/contact/ Disclosure Information: https://www.bluechippartners.com/disclosures/ Podcast: https://www.bluechippartners.com/blue-chip-now/ Blue Chip Clips: https://www.youtube.com/@bluechipFM/shorts 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 01:22 Record Highs – S&P 500, Dow, Nasdaq hit new peaks 02:28 Momentum Signals – S&P above 20-day moving average 03:04 Earnings Strength – Q2 surprises and weaker dollar tailwind 04:05 Corporate Guidance – Management outlook boosting confidence 05:21 Retail Investors & Buy the Dip – Meme stocks and participation 06:05 Broader Market Participation – Rally expands beyond big tech 07:30 Dollar Trends – Weakening dollar's impact abroad 08:48 $7 Trillion in Cash – Money markets on the sidelines 09:57 Fed Cuts & Money Markets – Shifts that could move capital 11:33 Economic Signals – Mixed jobs, retail sales, and inflation 13:09 Fed's Dilemma – Political pressure and policy uncertainty 13:52 Rate Cut Expectations – 25 bps in September? 15:17 Mortgage Rates Reality – Why cuts don't lower long-term rates
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    17 mins
  • #73: Quarterly Edge – Q3 2025: Liberation Day to Bond Stability

    #73: Quarterly Edge – Q3 2025: Liberation Day to Bond Stability
    Jul 1 2025
    Spend 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. 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: 00:00:00 — 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
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    25 mins
  • #72: Is the Market Rally for Real? Sector Moves & Economic Signals

    #72: Is the Market Rally for Real? Sector Moves & Economic Signals
    Jun 12 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 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 2nd 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/ 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: 00:00:00: Introduction: Market momentum and key questions 00:00:26: S&P 500's 8% rally—what's driving it? 00:01:18: Sector breakdown—why tech & comm services are leading 00:02:13: Was the sell-off overblown? Analyzing market sentiment 00:04:22: The impact of tariffs—are risks being underestimated? 00:06:55: Apple's case study: Supply chain pressures & pricing 00:10:02: Consumer staples vs. growth sectors: where risk appetite is shifting 00:11:58: Ad break 00:12:50: Economic watch: Why housing is a key indicator now 00:14:12: What new home sales & builder sentiment reveal 00:16:07: How investors can read subtle economic shifts 00:18:34: Wrap-up & key takeaways for market monitoring
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    19 mins