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Oct 2026

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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.

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October 9, 202624 min

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 may be creating a different environment for bond investors. In This Episode Why consumer spending plays a major role in U.S. economic growth What strong S&P 500 earnings growth could mean for the stock market Do Fed rate hikes generally have the same implications in an expanding economy? Why selectivity matters as valuations vary significantly across the market What higher Treasury yields mean for bonds and fixed-income investors "I think you have to be selective. You have to know what you own." - Daniel Dusina, CFA Explore more market insights and resources: https://hubs.li/Q04zKrBw0 Disclaimer: The information provided herein, 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 contained herein does not constitute individualized tax advice and should not be used by any person to avoid tax penalties that may be imposed under the Internal Revenue Code. Any prospective investor should consult an independent tax advisor about their individual situation and needs. Tax laws can change and it is important to stay informed about potential legislative developments that may impact your tax situation. 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. Disclaimer: This transcript was generated using Adobe Premiere Pro 2025 AI speak-to-text transcription technology and may not constitute a complete or exact word-for-word transcript of the original recording. Please refer to the original podcast audio recording for the complete and most accurate content. Please note that the information contained herein is for informational purposes only and does not constitute investment advice or a recommendation of any kind. Past performance is not indicative of future results. Links: Daniel Dusina, CFA: https://www.bluechippartners.com/about/our-team/daniel-dusina Dan Seder, CFA, CMT, CFP®: https://www.bluechippartners.com/about/our-team/dan-seder Contact: https://www.bluechippartners.com/contact/ Call Us: 248-848-1111 Disclosure Information: https://www.bluechippartners.com/disclosures/ Podcast: YouTube: https://www.youtube.com/@bluechipFM/podcasts Spotify: https://open.spotify.com/show/0IVNeooEhODyEpGNlWpHHk Apple Podcasts: https://podcasts.apple.com/us/podcast/blue-chip-fm/id1699226603 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 & the U.S. Economy 06:04 – Stocks, Earnings, Rate Hikes & Valuations 15:05 – Bonds, Higher Yields & Money Market Funds 23:17 – Closing Thoughts

September 25, 202611 min

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 prices above $100 per barrel could contribute to inflationary pressure · Why consumer and producer price data remain important indicators · How higher borrowing costs could affect AI-related investment and technology valuations They also look ahead to upcoming U.S.-China discussions and the potential implications for trade, tariffs and AI. 'How much longer can triple-digit earnings growth sustain itself as the cost of capital keeps climbing?'" – Matt Mondoux, CFA, CMT, CFP® Disclaimer: The information provided herein, 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 contained herein does not constitute individualized tax advice and should not be used by any person to avoid tax penalties that may be imposed under the Internal Revenue Code. Any prospective investor should consult an independent tax advisor about their individual situation and needs. Tax laws can change and it is important to stay informed about potential legislative developments that may impact your tax situation. 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. Disclaimer: This transcript was generated using Adobe Premiere Pro 2025 AI speak-to-text transcription technology and may not constitute a complete or exact word-for-word transcript of the original recording. Please refer to the original podcast audio recording for the complete and most accurate content. Please note that the information contained herein is for informational purposes only and does not constitute investment advice or a recommendation of any kind. Past performance is not indicative of future results. Links: Vince Parrack, CFA: https://www.bluechippartners.com/about/our-team/vince-parrack/ Matt Mondoux, CFA, CMT, CFP®: https://www.bluechippartners.com/about/our-team/matthew-mondoux Contact: https://www.bluechippartners.com/contact/ Call Us: 248-848-1111 Disclosure Information: https://www.bluechippartners.com/disclosures/ Podcast: YouTube: https://www.youtube.com/@bluechipFM/podcasts Spotify: https://open.spotify.com/show/0IVNeooEhODyEpGNlWpHHk Apple Podcasts: https://podcasts.apple.com/us/podcast/blue-chip-fm/id1699226603 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 & the Fed's Latest Rate Hike 03:00 – 10-Year Treasury Yield Crosses 5% 04:40 – Oil Above $100 & Inflation Pressure 06:55 – Sticky Inflation: CPI & PPI 08:42 – AI Spending & Tech Valuations 10:41 – What to Watch Next

August 28, 202620 min

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 mixed signals · Factors influencing long-term Treasury yields and the potential effects of higher borrowing costs · How investment in AI infrastructure is affecting debt markets and raising questions about financing, valuations, and future profitability As companies invest significant capital in data centers, semiconductors, and computing infrastructure, market participants continue to evaluate both the potential opportunities associated with AI and the costs and risks of financing that development. " This artificial intelligence buildout, this AI boom, is no longer just a technology story, and it's no longer just an equity market story. It's becoming a capital market story." – Daniel Dusina With inflation, economic growth and geopolitical developments sending conflicting signals, Daniel and Vince break down what investors should be watching as volatility continues across both stocks and bonds. Explore more insights from the Blue Chip Partners team: https://hubs.li/Q04vGWJH0 Disclaimer: The information provided herein, 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 contained herein does not constitute individualized tax advice and should not be used by any person to avoid tax penalties that may be imposed under the Internal Revenue Code. Any prospective investor should consult an independent tax advisor about their individual situation and needs. Tax laws can change and it is important to stay informed about potential legislative developments that may impact your tax situation. 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. Disclaimer: This transcript was generated using Adobe Premiere Pro 2025 AI speak-to-text transcription technology and may not constitute a complete or exact word-for-word transcript of the original recording. Please refer to the original podcast audio recording for the complete and most accurate content. Please note that the information contained herein is for informational purposes only and does not constitute investment advice or a recommendation of any kind. Past performance is not indicative of future results. Links: Daniel Dusina: https://www.bluechippartners.com/about/our-team/daniel-dusina/ Vince Parrack: https://www.bluechippartners.com/about/our-team/vince-parrack/ Contact: https://www.bluechippartners.com/contact/ Call Us: 248-848-1111 Disclosure Information: https://www.bluechippartners.com/disclosures/ Podcast: YouTube: https://www.youtube.com/@bluechipFM/podcasts Spotify: https://open.spotify.com/show/0IVNeooEhODyEpGNlWpHHk Apple Podcasts: https://podcasts.apple.com/us/podcast/blue-chip-fm/id1699226603 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 01:42 – U.S.-Canada Trade Tensions 04:11 – Oil Prices & Inflation 07:32 – The Fed's Interest Rate Dilemma 09:51 – Jackson Hole & Key Data Ahead 12:18 – Why Treasury Yields Are Rising 13:12 – Government Debt & AI Borrowing 16:25 – AI Becomes a Capital Markets Story 18:18 – AI Spending & Monetization Questions 20:03 – Market Volatility & Key Takeaways 20:27 – Closing Thoughts

August 14, 202619 min

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 the Fed Plus, they break down the growing tug of war between inflation and economic growth, and what they're watching next. "The key takeaway isn't simply the job market's weaker, it's that the market narrative may be changing somewhat today."- Matt Mondoux Explore more insights from the Blue Chip Partners team: https://hubs.li/Q04t31nM0 Disclaimer: The information provided herein, 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 contained herein does not constitute individualized tax advice and should not be used by any person to avoid tax penalties that may be imposed under the Internal Revenue Code. Any prospective investor should consult an independent tax advisor about their individual situation and needs. Tax laws can change and it is important to stay informed about potential legislative developments that may impact your tax situation. 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. Disclaimer: This transcript was generated using Adobe Premiere Pro 2025 AI speak-to-text transcription technology and may not constitute a complete or exact word-for-word transcript of the original recording. Please refer to the original podcast audio recording for the complete and most accurate content. Please note that the information contained herein is for informational purposes only and does not constitute investment advice or a recommendation of any kind. Past performance is not indicative of future results. Links: Daniel Dusina: https://www.bluechippartners.com/about/our-team/daniel-dusina/ Matt Mondoux: https://www.bluechippartners.com/about/our-team/matthew-mondoux/ Contact: https://www.bluechippartners.com/contact/ Call Us: 248-848-1111 Disclosure Information: https://www.bluechippartners.com/disclosures/ Podcast: YouTube: https://www.youtube.com/@bluechipFM/podcasts Spotify: https://open.spotify.com/show/0IVNeooEhODyEpGNlWpHHk Apple Podcasts: https://podcasts.apple.com/us/podcast/blue-chip-fm/id1699226603 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 01:06 – The Federal Reserve Holds Rates Steady 03:00 – July Jobs Report & Labor Market Weakness 05:45 – Unemployment & Labor Force Participation 07:03 – Q2 Earnings & Big Tech Results 10:22 – AI Spending & Investor Scrutiny 12:25 – Iran, Oil Prices & the Strait of Hormuz 15:14 – Inflation vs. Economic Growth 16:01 – CPI: The Market's Next Major Test 18:15 – Key Takeaways & Final Thoughts

July 31, 202622 min

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 business activity · Recent inflation trends and the role of energy prices · Why investors might be increasingly focused on AI monetization · Oil markets, geopolitical developments, and interest rate expectations · What these developments could mean for markets going forward "It's actually pretty healthy that the market is starting to question, you know, what do I actually get out of [AI]? And when do I get it?" - Daniel Dusina, CFA Want more market insights and financial planning perspectives from the Blue Chip team? LINK Disclaimer: The information provided herein, 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 contained herein does not constitute individualized tax advice and should not be used by any person to avoid tax penalties that may be imposed under the Internal Revenue Code. Any prospective investor should consult an independent tax advisor about their individual situation and needs. Tax laws can change and it is important to stay informed about potential legislative developments that may impact your tax situation. 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. Disclaimer: This transcript was generated using Adobe Premiere Pro 2025 AI speak-to-text transcription technology and may not constitute a complete or exact word-for-word transcript of the original recording. Please refer to the original podcast audio recording for the complete and most accurate content. Please note that the information contained herein is for informational purposes only and does not constitute investment advice or a recommendation of any kind. Past performance is not indicative of future results. 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/

July 20, 202617 min

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 create uncertainty, understanding the broader economic picture may help investors stay focused on long-term decision making. In This Episode: Recent labor market trends and hiring outlook Why inflation may not be telling the whole story What recent stock highs may mean for investors Why corporate earnings remain an important driver of equity markets How are stock valuations being assessed today? How Federal Reserve expectations have shifted What today's bond market may mean for investors Why credit quality may be an important consideration in fixed income portfolios "My whole tagline for the back half of this year, as it pertains to the labor market, is we have a much cleaner story now." – Daniel Dusina, CFA Want to discuss how current market conditions may impact your financial plan? CONTACT LINK Disclaimer: The information provided herein, 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 contained herein does not constitute individualized tax advice and should not be used by any person to avoid tax penalties that may be imposed under the Internal Revenue Code. Any prospective investor should consult an independent tax advisor about their individual situation and needs. Tax laws can change and it is important to stay informed about potential legislative developments that may impact your tax situation. 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. Disclaimer: This transcript was generated using Adobe Premiere Pro 2025 AI speak-to-text transcription technology and may not constitute a complete or exact word-for-word transcript of the original recording. Please refer to the original podcast audio recording for the complete and most accurate content. Please note that the information contained herein is for informational purposes only and does not constitute investment advice or a recommendation of any kind. 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 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/ Timestamps 00:00 Introduction 00:15 The three themes for Q3: economy, stocks and bonds 00:30 Labor market update 04:21 Inflation and energy prices 07:05 Stock market recap 07:52 Corporate earnings continue to lead 09:37 Are valuations becoming stretched? 11:57 Bond market update 12:50 Federal Reserve expectations have changed 15:08 Positioning within today's bond market 17:01 Key takeaways 17:19 Closing remarks

June 23, 202619 min

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 indicate about investor sentiment and risk appetite. Finally, they explore the latest inflation data, interest rate expectations, and what investors may be watching as newly appointed Federal Reserve Chair Kevin Warsh prepares for his first FOMC meeting. "Interest rates impact stocks, bonds, real estate, currencies, commodities… everything is impacted by interest rates." – Dan Seder Want more market insights and financial planning perspectives from the Blue Chip team? https://hubs.li/Q04mlG9t0 Disclaimer: The information contained herein is based on an actual client donation to charity, not a hypothetical example. Strategies recommended by Blue Chip advisors will vary based on individual client needs, objectives, and constraints. Every investor's situation is unique, and you should consider your investment goals, risk tolerance and time horizon before making any investment decision. Prior to making an investment decision, please consult with your financial advisor about your individual situation. This advertisement does not constitute individualized tax or financial advice and should not be used by any person to avoid tax penalties that may be imposed under the Internal Revenue Code. Any prospective investor should consult an independent tax advisor about their individual situation and needs. Tax laws can change and it is important to stay informed about potential legislative developments that may impact your tax situation. 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. Past performance does not guarantee future results. Disclaimer: This transcript was generated using Adobe Premiere Pro 2025 AI text-to-speak transcription technology and may not constitute a complete or exact word-for-word transcript of the original recording. Please refer to the original podcast audio recording for the complete and most accurate content. Please note that the information contained herein is for informational purposes only and does not constitute investment advice or a recommendation of any kind. Past performance is not indicative of future results. 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/ Timestamps: 00:00 – Introduction & Today's Three Major Market Themes 00:57 – U.S.-Iran Peace Progress and the Market Reaction 02:02 – Oil Prices, Inflation & Potential Fed Implications 05:25 – Market Reactions: Stocks, Bonds and Investor Expectations 07:00 – SpaceX Completes the Largest IPO in Market History 08:19 – What the SpaceX IPO May Say About Investor Risk Appetite 11:04 – Valuation Concerns and Future Growth Expectations 12:28 – Other Major IPOs Potentially Ahead 13:10 – Inflation, Interest Rates and the Federal Reserve 15:03 – Why Fed Policy May Matter More Than Headlines 16:28 – Kevin Warsh's First FOMC Meeting and Market Expectations 17:50 – Money Market Assets, Investor Behavior & Market Momentum 19:19 – Final Takeaways

June 5, 202620 min

Sticky Inflation vs. AI Growth: The Market's Balancing Act

Learn more about our current market outlook and wealth management considerations: www.bluechippartners.com/contact Artificial intelligence remains a major topic in market discussions, but many investors may 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 the implications for companies participating in the broader AI ecosystem. The team then explores rising Treasury yields, ongoing concerns about sticky inflation related to energy prices and geopolitical developments, and why this June could be an important month for financial markets. With employment data, inflation reports, Federal Reserve policy, corporate earnings, and developments in the Middle East all drawing investor attention, they discuss several factors that could effect market sentiment and investment decisions in the months ahead. "People, investors and the general public are very concerned about sticky inflation, on the back of higher oil and energy prices." - Daniel Dusina Disclaimer: The information contained herein is based on an actual client donation to charity, not a hypothetical example. Strategies recommended by Blue Chip advisors will vary based on individual client needs, objectives, and constraints. Every investor's situation is unique, and you should consider your investment goals, risk tolerance and time horizon before making any investment decision. Prior to making an investment decision, please consult with your financial advisor about your individual situation. This advertisement does not constitute individualized tax or financial advice and should not be used by any person to avoid tax penalties that may be imposed under the Internal Revenue Code. Any prospective investor should consult an independent tax advisor about their individual situation and needs. Tax laws can change and it is important to stay informed about potential legislative developments that may impact your tax situation. 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. Past performance does not guarantee future results. Disclaimer: This transcript was generated using Adobe Premiere Pro 2025 AI text-to-speak transcription technology and may not constitute a complete or exact word-for-word transcript of the original recording. Please refer to the original podcast audio recording for the complete and most accurate content. Please note that the information contained herein is for informational purposes only and does not constitute investment advice or a recommendation of any kind. Past performance is not indicative of future results. 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/ Timestamps: 00:00 – Introduction & Key Market Themes 01:03 – AI Spending Boom and Expanding Market Opportunities 06:40 – AI IPOs, Valuations & Investor Expectations 07:11 – Rising Treasury Yields and Sticky Inflation Concerns 12:27 – Middle East Developments and Market Impact 14:25 – Why June 2026 Could be an Important Month for Markets 17:38 – Market Breadth, Tech Leadership & Investment Selectivity 19:39 – Final Thoughts & Key Takeaways

May 22, 202621 min

Nvidia, Oil & Interest Rates: Why Markets Are So Reactive

Want to stay informed on the economic and market themes that may be shaping investor conversations? LINK 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 withstand higher interest rates and geopolitical uncertainty, including Nvidia earnings, semiconductor risks tied to Taiwan, and renewed U.S.-China tensions. Finally, the hosts examine how markets have remained resilient despite persistent volatility, and the factors investors may be monitoring amid headline-driven swings. "Higher yields can end up threatening just about every asset class." – Daniel Dusina Disclaimer: The information contained herein is based on an actual client donation to charity, not a hypothetical example. Strategies recommended by Blue Chip advisors will vary based on individual client needs, objectives, and constraints. Every investor ' s situation is unique, and you should consider your investment goals, risk tolerance and time horizon before making any investment decision. Prior to making an investment decision, please consult with your financial advisor about your individual situation. This advertisement does not constitute individualized tax or financial advice and should not be used by any person to avoid tax penalties that may be imposed under the Internal Revenue Code. Any prospective investor should consult an independent tax advisor about their individual situation and needs. Tax laws can change and it is important to stay informed about potential legislative developments that may impact your tax situation. 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. Past performance does not guarantee future results. Disclaimer: This transcript was generated using Adobe Premiere Pro 2025 AI text-to-speak transcription technology and may not constitute a complete or exact word-for-word transcript of the original recording. Please refer to the original podcast audio recording for the complete and most accurate content. Please note that the information contained herein is for informational purposes only and does not constitute investment advice or a recommendation of any kind. Past performance is not indicative of future results. 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/ Timestamps: 00:00 – Introduction & Recent Market Volatility 00:55 – Oil Prices, Inflation & the Strait of Hormuz Crisis 05:16 – Treasury Yields Rise & What Higher Rates Could Mean 09:35 – AI Stocks, Nvidia Earnings & Market Expectations 13:41 – New Fed Chair Kevin Warsh & Interest Rate Policy 16:55 – Geopolitical Risks, Tariffs & U.S.-China Tensions 20:42 – Final Thoughts & Key Market Takeaways

May 8, 202615 min

Bull Market or Bubble? AI Rally, Oil Shock & Fed Signals Explained

Bull Market or Bubble? AI Rally, Oil Shock & Fed Signals Explained Want help navigating today's complex market environment? https://hubs.li/Q04fY7b40 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." – Daniel Dusina Disclaimer: This episode is for informational purposes only and does not constitute personalized investment advice or a recommendation to buy, sell, or hold any security. The information provided herein, whether charts, articles, or any other statements regarding the 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 contained herein does not constitute individualized tax advice and should not be used by any person to avoid tax penalties that may be imposed under the Internal Revenue Code. Any prospective investor should consult an independent tax advisor about their individual situation and needs. Tax laws can change and it is important to stay informed about potential legislative developments that may impact your tax situation. 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. Disclaimer: This transcript was generated using Adobe Premiere Pro 2025 AI text-to-speak transcription technology and may not constitute a complete or exact word-for-word transcript of the original recording. Please refer to the original podcast audio recording for the complete and most accurate content. Please note that the information contained herein is for informational purposes only and does not constitute investment advice or a recommendation of any kind. Past performance is not indicative of future results. Links: Daniel Dusina: https://www.bluechippartners.com/about/our-team/daniel-dusina Matt Mondoux: https://www.bluechippartners.com/about/our-team/matt-mondoux 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/ Timestamps: 00:00 – Market Strength Comes With a Warning 01:05 – AI-Fueled Rally Driving Stock Gains 01:58 – Why Market Returns Are Becoming Concentrated Again 02:46 – Large Cap Tech & Market Positioning Explained 04:16 – Scrutiny Around AI Spending & Valuations 05:07 – Oil Prices and Their Impact on Inflation 06:01 – Stagflation Risks & Consumer Pressure 07:09 – UAE, OPEC+, and Oil Supply Dynamics 08:22 – The Fed's Tough Balancing Act 09:12 – Why Bond Yields Are Rising 10:02 – Growth vs Inflation: Market Tension 11:33 – Is the 60/40 Portfolio Dead? 14:57 – Key Takeaways for Investors