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Blue Chip FM

Blue Chip FM

By: 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.2025 Economics Personal Finance Politics & Government
Episodes
  • What Could Move Markets Next? Fed Policy, Inflation & SpaceX

    What Could Move Markets Next? Fed Policy, Inflation & SpaceX
    Jun 23 2026
    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
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    20 mins
  • Sticky Inflation vs. AI Growth: The Market's Balancing Act

    Sticky Inflation vs. AI Growth: The Market's Balancing Act
    Jun 5 2026
    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 investorsmay 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 Themes01:03 – AI Spending Boom and Expanding Market Opportunities06:40 – 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
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    21 mins
  • Nvidia, Oil & Interest Rates: Why Markets Are So Reactive

    Nvidia, Oil & Interest Rates: Why Markets Are So Reactive
    May 22 2026
    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
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    22 mins
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