Blue Chip FM

Daniel Dusina, Dan Seder, and Matt Mondoux give a recap and analysis of the markets from the previous week, discuss whether the market is overvalued, and share why market participants should not use taxes as a guiding light. Dan also leads a discussion on key mistakes to avoid if you own shares of your company's stock. Conversation Markers: 0:35 –  Introduction and market recap 1:34 – The market i...

Daniel Dusina, Dan Seder, and Matt Mondoux give a recap and analysis of the markets from the previous week and discuss how index concentration continues with a recent change to the S&P 500. Plus, Dan leads a discussion on investor sentiment through cycles according to Sir John Templeton.  Conversation Markers: 0:35 –  Introduction and market recap 1:53 – Index concentration continues with a recent...

Daniel Dusina, Dan Seder, and Matt Mondoux give a recap and analysis of the markets from the previous week, look at some important valuation metrics for NVIDIA, and discuss if the market hitting all-time highs implies an imminent pullback. Plus, Dan shares a few takeaways from Warren Buffet's annual letter to shareholders.  Conversation Markers: 0:35 –  Introduction and market recap 1:47 – Importa...

Daniel Dusina and Matt Mondoux give a recap and analysis of the markets from the previous week, discuss the challenge for the Federal Reserve posed by the U.S. housing market, and look at the power of marketing for consumer staple companies. Plus, Blue Chip Partners' Founder and CEO Robert Steinberg stops by to share some exciting news. Conversation Markers: 0:35 –  Introduction and market recap 1...

Daniel Dusina, Dan Seder, and Matt Mondoux give a recap and analysis of the markets from the previous week, discuss the impact of the $18 Big Mac meal, look at the seasonality of equity market returns within U.S. presidential election cycles, and consider if we should be worried about commercial real estate debt.  Conversation Markers: 0:35 –  Introduction and market recap 1:39 – The impact of the...

Daniel Dusina, Dan Seder, and Matt Mondoux give a recap and analysis of the markets from the previous week, look at the factors that allowed Meta to post the largest one-day market capitalization addition in history, and discuss why good economic data should still be considered good news. Conversation Markers: 0:35 –  Introduction and market recap 1:27 – What allowed Meta to post the largest one-d...

Daniel Dusina, Dan Seder, and Matt Mondoux give a recap and analysis of the markets from the previous week, discuss how to interpret the recent improvement in U.S. consumer sentiment, and look at how compounding with a tax-advantaged saving plan can benefit you. Conversation Markers: 0:35 –  Introduction and market recap 2:36 – How to interpret the recent improvement in U.S. consumer sentiment 9:2...

Daniel Dusina, Dan Seder, and Matt Mondoux give a recap and analysis of the markets from the previous week, discuss the importance of "dollar cost averaging", share insights on JP Morgan's earnings, review the data that is driving continued strength in the semiconductor industry, and highlight the release of Dan's eBook for corporate executives: " Making the Most of Company Stock ".  Conversation...

Daniel Dusina, Dan Seder, and Matt Mondoux give a recap and analysis of the markets from the previous week, share takeaways on the first approved Bitcoin ETFs, discuss if consumer staples will experience a bull or bear market this year, and look a little deeper into Nike post-partnership with Tiger Woods. Conversation Markers: 0:35 –  Introduction and market recap 1:33 – Takeaways from the approva...

Daniel Dusina, Dan Seder, and Matt Mondoux give a recap and analysis of the markets from the previous week, discuss what the implications for 2024 are with inflation already at the Fed's target, and unpack the ramifications of the recent malfunction of Boeing's 737 MAX 9 - plus the guys have some favorable Takes of the Week... for Michigan and Detroit football! Conversation Markers: 0:36 –  Introd...

Daniel Dusina, Dan Seder, and Matt Mondoux give a recap and analysis of the markets from the previous week and discuss what a downgrade from Barclays means for Apple stock - including what the announcement from Barclays means for individual investors' portfolios. Conversation Markers: 0:35 – Introduction and market recap 3:03 – Apple catches a downgrade from Barclays 16:23 – Takes of the Week [Epi...

Daniel Dusina, Dan Seder, and Matt Mondoux give a recap and analysis of the markets from the previous week, debate if the recent action of Union Pacific's management is a vote of confidence, discuss what the recent court rulings mean for Alphabet and big tech, as well as share their 2024 predictions. Conversation Markers 1:28 – A vote of confidence from Union Pacific's management 5:38 – Is a "snow...

Daniel Dusina, Dan Seder, and Matt Mondoux give a recap and analysis of the markets from the previous week, discuss how to digest the Federal Funds Rate and what happens if current interest rate forecasts in the futures market are incorrect, as well as look at why current data does not support a lower interest rate environment in the near-term. They also discuss how 2023 has seen the return of the...

Daniel Dusina, Dan Seder, and Matt Mondoux give a recap and analysis of the markets from the previous week, provide a November market recap, discuss what falling home prices might mean for inflation in 2024, and share year-end corporate retirement plan opportunities.  Conversation Markers 1:02 – A November to Remember 3:24 – What do falling home prices tell us about inflation in 2024? 10:58 – Corp...

Daniel Dusina, Dan Seder, and Matt Mondoux give a recap and analysis of the markets from the previous week, look at the current state of domestic consumers' cost of living and household debt, dissect earnings expectations for 2024, and discuss the value of Roth conversions. Conversation Markers: 1:28 – The current state of domestic consumers' cost of living and household debt 6:22 – Dissecting lof...

Daniel Dusina, Dan Seder, and Matt Mondoux give a recap and analysis of the markets from the previous week, take a closer look at Target Corp. (TGT) after last week's big move, discuss the trajectory of the U.S. economy and financial markets in 2024, and give an investor sentiment update. Conversation Markers: 1:12 – A closer look at Target Corp. (TGT) after last week's big move 6:45   – The traje...

Daniel Dusina and Dan Seder give a recap and analysis of the markets from the previous week and take a deep dive into The Magnificent 7 stocks. Conversation Markers: 1:26 – Diving deeper into The Magnificent 7 13:18   –  Takes of the Week [Episode Length: 18:21] Please click here for important disclosure information.

Daniel Dusina, Matt Mondoux, and Dan Seder give a recap and analysis of the markets from the previous week, review the performance of the Magnificent 7 stocks this year, explore the shifting dynamics in the housing market, and hold a discussion on the economy and recent consumer strength. Conversation Markers: 1:08 – Reviewing the Magnificent 7, and what to expect from equities for the remainder o...

Matt Mondoux and Dan Seder give a recap and analysis of the markets from the previous week, as well as a broader conversation concerning market dynamics and volatility. Conversation Markers: 0:49 – Recap and analysis from the previous week 2:06 – Volatility in the Markets 12:58 –  Takes of the Week [Episode Length: 14:24] Please click here for important disclosure information.

Daniel Dusina, Matt Mondoux, and Dan Seder give a recap and analysis of the markets from the previous week, look at the market implications of the conflict in the Middle East, make sense of the "margin of safety" concept, and also take an updated look at investor sentiment. Conversation Markers:  1:10 – Financial market implications of the conflict in the Middle East 3:45 – Understanding the "marg...

Daniel Dusina, Matt Mondoux, and Dan Seder give a recap and analysis of the markets from the previous week, make sense of recent labor market data, and discuss the importance of "zooming out" when analyzing market performance. Conversation Markers: 1:42  –   Making sense of recent labor market data 8:39  –   The importance of "zooming out" when analyzing market performance 11:18  –Takes of the Wee...

Daniel Dusina and Matt Mondoux review market performance for Q3 2023, discuss if there is warranted caution in the equity market, and discuss market sentiment and the return of the contrarian indicator. Conversation Markers: 0:41 – Q3 2023 performance 1:50 – Is caution warranted in the equity market? 7:50 – The contrarian indicator has returned 9:46 – Take of the Week [Episode Length: 12:17] Pleas...

Matt Mondoux, Dan Seder, and Deborah VanDam give a recap and analysis of the markets from the previous week, plus discuss last week's statement from the Federal Reserve, as well as the relationship between the bond market and the stock market. In addition, Deborah gives an overview of required minimum distributions as we near the end of the year. Conversation Markers: 1:55 – The latest statement f...

Daniel Dusina, Matt Mondoux, and Dan Seder give a recap and analysis of the markets from the previous week, and also discuss last week's CPI print, Google's antitrust trial, and implications from the UAW strike. Conversation Markers: 1:00 – Takeaways from last week's CPI print, and thoughts on Fed posturing  4:40 – What does Google's antitrust trial mean for shares?  9:00 – Implications from the U...

Daniel Dusina and Matt Mondoux give a recap and analysis of the markets from the previous week, and also discuss what to make of the run in the energy market, Apple's recent selloff, and the power of staying invested. Conversation Markers: 0:45  –   What to make of the run in the energy market? 5:00  –   Thoughts on Apple's recent selloff 9:20  –The power of staying invested 12:05  –   Take of the...