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

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

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

Bull Market or Bubble? AI Rally, Oil Shock & Fed Signals Explained

Want help navigating today's complex market environment? https://hubs.li/Q04fY7b40

In this episode of Blue Chip NOW!, hosts Daniel Dusina, CFA and Matt Mondoux, CFA, CMT, CFP® discuss recent market dynamics, including AI-related investor enthusiasm, large-cap technology leadership, oil price movements, geopolitical developments, and Federal Reserve commentary. They also review how these factors may influence inflation expectations, investor sentiment, and considerations around the traditional 60/40 portfolio.

"Markets look strong right now, but the foundation underneath them is getting increasingly complicated." – Daniel Dusina

Disclaimer: This episode is for informational purposes only and does not constitute personalized investment advice or a recommendation to buy, sell, or hold any security. The information provided herein, whether charts, articles, or any other statements regarding the 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 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/matt-mondoux

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 – Market Strength Comes With a Warning 01:05 – AI-Fueled Rally Driving Stock Gains 01:58 – Why Market Returns Are Becoming Concentrated Again 02:46 – Large Cap Tech & Market Positioning Explained 04:16 – Scrutiny Around AI Spending & Valuations 05:07 – Oil Prices and Their Impact on Inflation 06:01 – Stagflation Risks & Consumer Pressure 07:09 – UAE, OPEC+, and Oil Supply Dynamics 08:22 – The Fed's Tough Balancing Act 09:12 – Why Bond Yields Are Rising 10:02 – Growth vs Inflation: Market Tension 11:33 – Is the 60/40 Portfolio Dead? 14:57 – Key Takeaways for Investors

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/

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.

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"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

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

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

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

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In the News: https://www.bluechippartners.com/in-the-news/

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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

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