Blue Chip FM

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.

  1. 2 DAYS AGO

    #90: Quarterly Edge - Q2, 2026: Economic Outlook 2026: Inflation, Jobs & Market Risks

    Want to better understand how today's economic trends might impact your financial plan? TRACKING URL In this episode of Blue Chip NOW! Quarterly Edge, hosts Daniel Dusina, CFA and Dan Seder, CFA, CMT, CFP® break down the current economic landscape and what it could mean for investors. The conversation covers key themes shaping today's markets, including labor market trends, inflation dynamics, and the Federal Reserve's evolving outlook. The team explains why recent economic data suggests a possible slowdown rather than a recession, and how global tensions are influencing inflation expectations and investor sentiment. They also dive into market performance, highlighting the shift from growth to value stocks, the increasing relevance of small caps, and what investors should watch in both equity and fixed income markets. The episode wraps with a practical discussion on navigating volatility, managing risk, and keeping investment strategies grounded in fundamentals. "If you're reaching for yield, you may be taking on more risk than you realize." - Dan Seder 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. 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/

    25 min

  2. 2 APR

    #89: Private Credit Boom or Bubble? What Investors Need to Understand Today

    Want help navigating today's complex investment landscape? 👉  In this episode of Blue Chip NOW!, hosts Daniel Dusina, CFA and Matthew Mondoux, CFA, CMT, CFP® are joined by Chief Operating Officer Erin Goss, CFA®, CAIA, CIMA®, CFS® to break down recent market volatility tied to global tensions and shift the focus to one of the most talked-about asset classes today: private credit. The team explores how private credit has evolved since the global financial crisis, why it has grown rapidly in recent years, and what's driving current headlines around redemption pressure and liquidity concerns. They also discuss the risks tied to investor behavior, the structure of these funds, and why understanding what you own is important in today's investment environment. Quote Options "Just because you can access an investment doesn't mean you should." – Erin Goss 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. Links: Daniel Dusina: https://www.bluechippartners.com/about/our-team/daniel-dusina Matt Mondoux: https://www.bluechippartners.com/about/our-team/matt-mondoux Erin Goss: https://www.bluechippartners.com/about/our-team/erin-goss 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 & Market Overview 02:10 – Why Private Credit Is Taking Center Stage 02:55 – What Is Private Credit & How It Works 06:07 – Why Private Credit Grew So Fast 07:48 – Why Private Credit Is Making Headlines Now 09:31 – Risks: Defaults, AI Exposure & Changing Lending Dynamics 10:54 – Liquidity Constraints & Redemption Queues Explained 11:45 – Investor Behavior & the Snowball Effect 14:09 – The Importance of Education & Advisor Responsibility 16:55 – Accessibility vs. Suitability for Investors 18:10 – Fund Structures: Risk or Protection? 19:01 – Lessons from Past Market Stress Events 20:40 – Final Takeaways: Know What You Own

    22 min

  3. 17 MAR

    #88: Oil Above $80, Weak Jobs Data & Nvidia Swings — What Investors Need to Know

    In this episode of Blue Chip NOW!, hosts Daniel Dusina, CFA and Matthew Mondoux, CFA, CMT, CFP® break down several major developments currently impacting financial markets. The discussion begins with escalating Middle East tensions and the surge in oil prices, including the strategic importance of the Strait of Hormuz, where roughly 20% of global oil supply flows. The hosts explore how higher energy prices can ripple through the economy, raising inflation risks and potentially influencing Federal Reserve policy. They also examine a weak U.S. jobs report, which showed job losses and rising unemployment, complicating the Federal Reserve's outlook for interest rates. Finally, the episode covers ongoing volatility in the artificial intelligence trade, including large swings in semiconductor and technology stocks as investors debate AI spending, valuations, and the future pace of tech infrastructure investment. "What do higher oil prices mean? It means higher transportation costs, higher inflation risk." – Daniel Dusina 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. Links: Daniel Dusina: https://www.bluechippartners.com/about/our-team/daniel-dusina/ Matt Mondoux: https://www.bluechippartners.com/about/our-team/matthew-mondoux/ Meet with an Advisor: 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 and Market Overview 02:25 – Key topics: oil prices, jobs report, and AI volatility 03:14 – Middle East tensions and the importance of the Strait of Hormuz 04:03 – Sector winners and losers from higher energy prices 05:16 – Why markets reacted suddenly to geopolitical developments 06:48 – Inflation risks beyond energy markets 07:06 – Weak U.S. jobs report and rising unemployment 08:53 – Competing pressures facing the Fed 10:35 – AI trade volatility and Nvidia's influence on markets 12:14 – Margin leverage and trader positioning in tech stocks 13:45 – Short covering and technical market moves 14:39 - Final takeaways

    14 min

  4. 27 FEB

    #87: Tariff Turmoil Returns: Supreme Court Ruling, 15% Tariffs & Market Volatility Explained

    If you'd like more context around today's discussion, visit bluechippartners.com/contact In this episode of Blue Chip NOW!, Daniel Dusina, CFA, is joined by Investment Analyst Vince Parrack to unpack the latest market-moving developments — from the Supreme Court's ruling on tariffs to renewed trade policy uncertainty and its ripple effects across global markets. The conversation explores the administration's newly imposed 15% tariff under the Trade Act of 1974, the 150-day expiration window requiring congressional action, and what continued policy uncertainty could mean for risk assets. The team also dives into the latest GDP data, the impact of the 43-day government shutdown, persistent AI-driven capital investment, sector rotation trends, and what investors should watch next — including Federal Reserve communication, big tech earnings, and macroeconomic catalysts. "Trade policy uncertainty hasn't disappeared — it's just shifted form." – 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/ Vince Parrack: https://www.bluechippartners.com/about/our-team/vincent-parrack/ 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: Policy-Heavy Market Update 01:17 – Supreme Court Strikes Down Tariffs 02:13 – New 15% Tariff & 150-Day Congressional Deadline 03:45 – Why Markets Remain Volatile Around Trade Policy 04:45 – Q4 GDP Slows to 1.4%: What Happened? 05:32 – Federal Reserve Policy Uncertainty Explained 06:44 – Government Shutdown's Impact on Growth 07:55 – AI Investment Holding Up Business Spending 09:11 – AI as a Floor for Economic Growth 10:01 – Big Tech Earnings & Nvidia as an AI Bellwether 10:58 – Market Rotation: From Overvalued Tech to Selective Opportunities 11:54 – Fragmentation Within AI & Semiconductor Stocks 13:01 – Key Catalysts: Fed Communication & Rate Policy 13:51 – Inflation, Employment & Trade Negotiations Ahead

    15 min

  5. 11 FEB

    #86: Dow Jones Hits 50,000: What Market Breadth Signals for 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

    17 min

  6. 30 JAN

    #85: From Greenland to Gold: What's Influencing Markets Right Now

    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

    17 min

  7. 14 JAN

    #84: Trump Headlines Move Markets: Federal Reserve, Defense Stocks, Housing

    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

    21 min

  8. 5 JAN

    #83: Quarterly Edge: Q1, 2026 Investment Outlook: Are We in a Market Bubble?

    Want to learn more about how these market themes may fit into a broader financial strategy? www.bluechippartners.com As Blue Chip Partners kicks off the first quarter of 2026, CIO Daniel Dusina, CFA, and Managing Partner Dan Seder, CFA, CMT, CFP® sit down to discuss the economic landscape, equity market concerns, and the evolving role of bonds in diversified portfolios. Despite lingering data challenges from late 2025, the conversation highlights surprisingly resilient U.S. economic growth, the continued impact of AI investment, and how labor and inflation remain central to Federal Reserve decision-making. The discussion also tackles one of the most common investor questions today: are we in a stock market bubble? By examining valuations through a growth-adjusted lens, the team explains why elevated prices alone don't tell the full story. They also explore why small-cap and international equities are quietly gaining momentum for the first time in nearly two decades, and why bonds may continue to serve as an important stabilizer as interest rates trend lower. "For the first time since 2006, small-cap and international equities are quietly outperforming large-cap U.S. stocks." – 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: 00:00 – Intro & Q1 2026 outlook 01:34 – 2025 U.S. economic growth surprises 02:07 – AI investment as an economic tailwind 03:04 – Labor market trends & inflation outlook 05:12 – Are we in a stock market bubble? 07:57 – Why tech valuations look different today 10:22 – Portfolio concentration and diversification 12:56 – Small-cap and international equities gaining momentum 15:00 – Interest rates and small-cap performance 17:25 – International stocks, the dollar, and global policy shifts 20:44 – Bonds, yields, and portfolio diversification 23:07 – Key takeaways for investors entering 2026

    25 min
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About

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.

Information

  • Creator
    Blue Chip Partners, LLC
  • Years Active
    2023 - 2026
  • Episodes
    103
  • Rating
    Clean
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