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Blue Chip FM

Blue Chip FM

Von: 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.2025 Persönliche Finanzen Politik & Regierungen Ökonomie
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  • #84: Trump Headlines Move Markets: Federal Reserve, Defense Stocks, Housing

    #84: Trump Headlines Move Markets: Federal Reserve, Defense Stocks, Housing
    Jan 14 2026
    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
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    21 Min.
  • #83: Quarterly Edge: Q1, 2026 Investment Outlook: Are We in a Market Bubble?

    #83: Quarterly Edge: Q1, 2026 Investment Outlook: Are We in a Market Bubble?
    Jan 5 2026
    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
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    25 Min.
  • #82: Manufacturing Slumps, Services Hold Strong: December Market Insight

    #82: Manufacturing Slumps, Services Hold Strong: December Market Insight
    Dec 12 2025
    Interested in how economic data may influence your financial plan? https://hubs.li/Q03X_VHN0 In this episode of Blue Chip NOW!, Daniel Dusina, CFA and the team unpack what has been a surprisingly eventful start to December across the equity and fixed-income markets. The discussion kicks off with the early-month sell-off in technology and crypto assets—largely sentiment-driven—before shifting into the rapid rebound fueled by optimism around artificial intelligence and expectations of a Federal Reserve rate cut. The team explains how anticipation rather than hard data has been the main driver of equity strength and why that dynamic can cut both ways. The conversation then turns to the broader economic picture, highlighting conflicting signals from manufacturing and services data. Manufacturing has now been in contraction for nine consecutive months, while services remain firmly in expansion territory. The hosts break down how these divergences could affect hiring, corporate investment, consumer spending, and ultimately market behavior. They also explore the recent steepening of the Treasury yield curve, persistent inflation concerns, and how rate decisions may ripple across stocks and bonds as the Fed prepares for its December meeting. "The slump did not stick. You had a bit of a reversal after the very early innings of December." – 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 – Introduction 01:18 – Early December Market Volatility in Tech & Crypto 03:28 – AI Optimism & Equity Market Rebound 04:43 – Manufacturing Sector Weakness (PMI) 07:55 – Services Sector Strength (PMI) 09:36 – How Economic Data Influences Markets & Rate Expectations 11:05 – The Federal Reserve's December Meeting & Rate Cut Debate 13:17 – Treasury Yields and Bond Market Movements 16:28 – Sector Shifts Within the U.S. Economy 18:05 – 2025 Market Takeaways & Final Thoughts
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    18 Min.
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