Blue Chip FM

Blue Chip Partners, LLC
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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.

  1. 6d ago

    Medicare 101: Understanding Parts A, B, C & D

    Medicare comes with a lot of letters, but what do they actually mean? In Episode 2 of our four-part Medicare series, Dan Seder, CFA, CMT, CFP®, is joined by Anthony Fracchia, President of Altruis Advisor Group, to break down the fundamentals of Medicare and explain how the different parts work together. From Original Medicare to Medicare Advantage and prescription drug coverage, they discuss what each component covers, where potential gaps may exist, and some important considerations when evaluating coverage options. In this episode, we discuss: What Medicare Parts A, B, C and D cover The difference between Original Medicare and Medicare Advantage Why Parts A and B may not cover all your healthcare expenses How Medicare premiums can vary based on income What's changed with Medicare Part D prescription drug coverage How Medicare Advantage and Medicare Supplement plans differ Why prescription drug coverage matters, even if you don't currently take medications "At a very high level gives us unless you're under very special circumstances, you generally have three options when it comes to Medicare and how you want to structure your overall coverage plan." – Anthony Fraccia   Learn more about Altruis Advisor Group: https://altruisadvisor.com/ Coming up in Episode 3: Medicare Advantage vs. Medicare Supplement — understanding the differences and what to consider when evaluating your options. Disclaimer: The material herein is provided for informational and educational purposes only and should not be construed as individualized investment, tax, legal, or insurance advice. Insurance and investment strategies may not be suitable for all individuals and are subject to underwriting, policy terms, conditions, and risks. 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. 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. Investment advisory services are offered through Blue Chip Partners, LLC ("BCP"). Insurance products may be offered by BCP Advisors in their capacity as independently registered insurance professionals. 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. Dan Seder, CFA, CMT, CFP®: https://www.bluechippartners.com/about/our-team/dan-seder Anthony Fraccia: 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 & Medicare 101 Overview 02:03 - Medicare Parts A & B: Understanding Original Medicare 03:19 - Coverage Gaps, Premiums & Income Considerations 06:04 - Medicare Part C: Understanding Medicare Advantage 08:54 - Medicare Part D: Prescription Drug Coverage & Recent Changes 12:01 - Comparing Medicare Coverage Options 15:23 - Final Takeaways & What's Coming in Episode 3

  2. Oct 23

    AI Volatility, Sticky Inflation & the Latest Market Risks

    Higher-than-expected inflation, renewed volatility in AI stocks, and shifting Treasury yields are creating new questions for investors. Meanwhile, elevated oil prices and the start of third-quarter earnings season are offering additional context for evaluating the the U.S. economic outlook. In this episode of Blue Chip NOW, Chief Investment Officer Daniel Dusina, CFA and Managing Partner Dan Seder, CFA, CMT, CFP® discuss five current market developments: Inflation: Why higher energy prices are contributing to the latest CPI increase and what it could mean for Federal reserve policy. Artificial Intelligence: What's behind the recent selloff in AI-related stocks, and why some investors are questioning the potential returns on significant AI investments. Treasury Yields: How rising rates can affecting borrowing costs and potentially create opportunities for bond investors. Oil Prices: Why geopolitical tensions and supply concerns continue to keep energy prices elevated. Q3 Earnings: What early results from major U.S. banks may suggest about consumer resilience and the broader economy. Tune in for perspective on the competing forces shaping markets and what investors may want to watch in the weeks ahead. "Investors [are] starting to question how much money can we spend on artificial intelligence, this build out, and how sustainable is that?" – Daniel Dusina, CFA Disclaimer: The material herein is provided for informational and educational purposes only and should not be construed as individualized investment, tax, legal, or insurance advice. Insurance and investment strategies may not be suitable for all individuals and are subject to underwriting, policy terms, conditions, and risks. 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. 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. Investment advisory services are offered through Blue Chip Partners, LLC ("BCP"). Insurance products may be offered by BCP Advisors in their capacity as independently registered insurance professionals. 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. Daniel Dusina, CFA: https://www.bluechippartners.com/about/our-team/daniel-dusina Dan Seder, CFA, CMT, CFP®: 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:  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: 5 Current Market Developments 01:03 – Inflation: CPI Data, Energy Prices & the Fed 04:38 – AI Stocks: Market Volatility & Investment Sustainability 09:12 – Treasury Yields: Higher Rates & Potential Bond Opportunities 14:06 – Oil Prices: Geopolitical Tensions & Consumer Impact 18:13 – Q3 Earnings: What Major Banks Are Revealing 21:05 – Final Thoughts: Earnings Potential vs. Financial Risks

  3. Oct 21

    Medicare Timeline: What to Do Before Turning 65

    Approaching age 65? Download our one-page Medicare Timeline: https://hubs.li/Q04zWVj60 Learn More About Altruis Advisor Group: https://hubs.li/Q04zsp_30 Medicare can come with a lot of questions: When should you start planning? Do you have to enroll at 65? What happens if you're still working? And how does Social Security factor into the process? In episode one of our four-part Medicare series, Dan Seder, CFA, CMT, CFP® is joined by Anthony Fracchia, President of Altruis Advisor Group, to break down the Medicare timeline and some of the key decisions to consider as you approach age 65. Anthony explains why Medicare planning can begin as early as a year before your 65th birthday and why your individual timeline may depend on factors like retirement plans, employer-sponsored health coverage, your spouse's coverage and when you plan to take Social Security. In this episode, we discuss: Why Medicare planning may begin 10–12 months before turning 65 Whether you have to enroll in Medicare when you turn 65 How working past 65 and employer-sponsored coverage can affect your timeline Medicare and Social Security enrollment The seven-month Initial Enrollment Period around your 65th birthday What to consider if you're covered through your spouse's employer Common Medicare enrollment mistakes What to review at the 12-month, six-month and three-month marks Why your doctors, prescriptions, preferred pharmacies and travel habits can matter when evaluating coverage options   About the Series: This is Episode 1 of our four-part Medicare series designed to help answer common questions about Medicare and the decisions that can come with approaching age 65. Coming up in Episode 2: Medicare 101 — a closer look at the different parts of Medicare and what all those letters mean. Disclaimer: The material herein is provided for informational and educational purposes only and should not be construed as individualized investment, tax, legal, or insurance advice. Insurance and investment strategies may not be suitable for all individuals and are subject to underwriting, policy terms, conditions, and risks. 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. 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. Investment advisory services are offered through Blue Chip Partners, LLC ("BCP"). Insurance products may be offered by BCP Advisors in their capacity as independently registered insurance professionals. 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. Dan Seder, CFA, CMT, CFP®: https://www.bluechippartners.com/about/our-team/dan-seder Anthony Fraccia: 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 – Introducing Our Special Medicare Series 01:22 – When Should You Start Thinking About Medicare? 05:26 – Do You Have to Enroll in Medicare at 65? 07:30 – The First Steps in Preparing for Medicare 09:51 – Medicare and Social Security 11:09 – When Can You Enroll in Medicare? 12:04 – What Happens If You Wait Until You Turn 65? 14:59 – Staying on an Employer Health Plan After 65 16:16 – What If You're Covered Through Your Spouse? 18:47 – Common Medicare Enrollment Mistakes 20:22 – Your Medicare Checklist One Year Before 65 27:13 – Final Thoughts & What's Coming in Episode 2

  4. Oct 12

    Medicare Timeline: What to Do Before Turning 65

    Download our Medicare Timeline: https://hubs.li/Q04zWVj60 Altruis Advisor Group: https://hubs.li/Q04zsp_30 Medicare can come with a lot of questions: When should you start planning? Do you have to enroll at 65? What happens if you're still working? And how does Social Security factor into the process? In episode one of our four-part Medicare series, Dan Seder, CFA, CMT, CFP® is joined by Anthony Fracchia, President of Altruis Advisor Group, to break down the Medicare timeline and some of the key decisions to consider as you approach age 65. Anthony explains why Medicare planning can begin as early as a year before your 65th birthday and why your individual timeline may depend on factors like retirement plans, employer-sponsored health coverage, your spouse's coverage and when you plan to take Social Security. In this episode, we discuss: Why Medicare planning may begin 10–12 months before turning 65 Whether you have to enroll in Medicare when you turn 65 How working past 65 and employer-sponsored coverage can affect your timeline Medicare and Social Security enrollment The seven-month Initial Enrollment Period around your 65th birthday What to consider if you're covered through your spouse's employer Common Medicare enrollment mistakes What to review at the 12-month, six-month and three-month marks Why your doctors, prescriptions, preferred pharmacies and travel habits can matter when evaluating coverage options About the Series: This is Episode 1 of our four-part Medicare series designed to help answer common questions about Medicare and the decisions that can come with approaching age 65. Coming up in Episode 2: Medicare 101 — a closer look at the different parts of Medicare and what all those letters mean. Disclaimer: The material herein is provided for informational and educational purposes only and should not be construed as individualized investment, tax, legal, or insurance advice. Insurance and investment strategies may not be suitable for all individuals and are subject to underwriting, policy terms, conditions, and risks. 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. 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. Investment advisory services are offered through Blue Chip Partners, LLC ("BCP"). Insurance products may be offered by BCP Advisors in their capacity as independently registered insurance professionals. 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. 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 – Introducing Our Special Medicare Series 01:22 – When Should You Start Thinking About Medicare? 05:26 – Do You Have to Enroll in Medicare at 65? 07:30 – The First Steps in Preparing for Medicare 09:51 – Medicare and Social Security 11:09 – When Can You Enroll in Medicare? 12:04 – What Happens If You Wait Until You Turn 65? 14:59 – Staying on an Employer Health Plan After 65 16:16 – What If You're Covered Through Your Spouse? 18:47 – Common Medicare Enrollment Mistakes 20:22 – Your Medicare Checklist One Year Before 65 27:13 – Final Thoughts & What's Coming in Episode 2

  5. Oct 9

    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

  6. Sep 25

    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

  7. Aug 28

    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

  8. Aug 14

    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

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About

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.

Information

  • Creator
    Blue Chip Partners, LLC
  • Years Active
    2023 - 2026
  • Episodes
    117
  • Rating
    Clean
  • Copyright
    © 2026
  • Show Website
    Blue Chip FM

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