Sticky Inflation vs. AI Growth: The Market's Balancing Act

Sticky Inflation vs. AI Growth: The Market's Balancing Act

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/ [https://www.bluechippartners.com/about/our-team/daniel-dusina/] Matt Mondoux: https://www.bluechippartners.com/about/our-team/matthew-mondoux/ [https://www.bluechippartners.com/about/our-team/matthew-mondoux/] Dan Seder: https://www.bluechippartners.com/about/our-team/daniel-seder/ [https://www.bluechippartners.com/about/our-team/daniel-seder/] Contact: https://www.bluechippartners.com/contact/ [https://www.bluechippartners.com/contact/] Call Us: 248-848-1111 Disclosure Information: https://www.bluechippartners.com/disclosures/ [https://www.bluechippartners.com/disclosures/] Podcast: https://www.bluechippartners.com/blue-chip-now/ [https://www.bluechippartners.com/blue-chip-now/] Blog: https://www.bluechippartners.com/blog/ [https://www.bluechippartners.com/blog/] In the News: https://www.bluechippartners.com/in-the-news/ [https://www.bluechippartners.com/in-the-news/] Financial Services: Investment Management: https://www.bluechippartners.com/financial- [https://www.bluechippartners.com/financial-services/investment-management/]services/investment-management/ [https://www.bluechippartners.com/financial-services/investment-management/] Executive Compensation: https://www.bluechippartners.com/financial-services/executive-compensation/ [https://www.bluechippartners.com/financial-services/executive-compensation/] Retirement Planning: https://www.bluechippartners.com/financial-services/retirement-planning/ [https://www.bluechippartners.com/financial-services/retirement-planning/] Tax Planning: https://www.bluechippartners.com/financial-services/tax-planning/ [https://www.bluechippartners.com/financial-services/tax-planning/] Estate Planning: https://www.bluechipestateplanning.com [https://www.bluechipestateplanning.com] Career Opportunities: https://www.bluechippartners.com/about/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

Nvidia, Oil & Interest Rates: Why Markets Are So Reactive

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/ [https://www.bluechippartners.com/about/our-team/daniel-dusina/] Matt Mondoux: https://www.bluechippartners.com/about/our-team/matthew-mondoux/ [https://www.bluechippartners.com/about/our-team/matthew-mondoux/] Dan Seder: https://www.bluechippartners.com/about/our-team/daniel-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/ [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

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 [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/ [https://www.bluechippartners.com/disclosures/] Podcast: https://www.bluechippartners.com/blue-chip-now/ [https://www.bluechippartners.com/blue-chip-now/] Blog: https://www.bluechippartners.com/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/ [https://www.bluechippartners.com/financial-%20services/investment-management/] Executive Compensation: https://www.bluechippartners.com/financial-services/executive-compensation/ [https://www.bluechippartners.com/financial-services/executive-compensation/] Retirement Planning: https://www.bluechippartners.com/financial-services/retirement-planning/ [https://www.bluechippartners.com/financial-services/retirement-planning/] Tax Planning: https://www.bluechippartners.com/financial-services/tax-planning/ [https://www.bluechippartners.com/financial-services/tax-planning/] Estate Planning: https://www.bluechipestateplanning.com [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

Quarterly Edge - Q2, 2026: Economic Outlook 2026: Inflation, Jobs & Market Risks

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 [https://www.bluechippartners.com/about/our-team/daniel-dusina] Dan Seder: https://www.bluechippartners.com/about/our-team/daniel-seder [https://www.bluechippartners.com/about/our-team/matt-mondoux] Contact: https://www.bluechippartners.com/contact/ [https://www.bluechippartners.com/contact/] Call Us: 248-848-1111 Disclosure Information: https://www.bluechippartners.com/disclosures/ [https://www.bluechippartners.com/disclosures/] Podcast: https://www.bluechippartners.com/blue-chip-now/ [https://www.bluechippartners.com/blue-chip-now/] Blog: https://www.bluechippartners.com/blog/ [https://www.bluechippartners.com/blog/] In the News: https://www.bluechippartners.com/in-the-news/ [https://www.bluechippartners.com/in-the-news/] Financial Services: Investment Management: https://www.bluechippartners.com/financial- services/investment-management/ [https://www.bluechippartners.com/financial-%20services/investment-management/] Executive Compensation: https://www.bluechippartners.com/financial-services/executive-compensation/ [https://www.bluechippartners.com/financial-services/executive-compensation/] Retirement Planning: https://www.bluechippartners.com/financial-services/retirement-planning/ [https://www.bluechippartners.com/financial-services/retirement-planning/] Tax Planning: https://www.bluechippartners.com/financial-services/tax-planning/ [https://www.bluechippartners.com/financial-services/tax-planning/] Estate Planning: https://www.bluechipestateplanning.com [https://www.bluechipestateplanning.com] Career Opportunities: https://www.bluechippartners.com/about/career-opportunities/ [https://www.bluechippartners.com/about/career-opportunities/]

Private Credit Boom or Bubble? What Investors Need to Understand Today

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. Quote Options "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 [https://www.bluechippartners.com/about/our-team/daniel-dusina] Matt Mondoux: https://www.bluechippartners.com/about/our-team/matt-mondoux [https://www.bluechippartners.com/about/our-team/matt-mondouxxn] Erin Goss: https://www.bluechippartners.com/about/our-team/erin-goss [https://www.bluechippartners.com/about/our-team/erin-goss] Contact: https://www.bluechippartners.com/contact/ [https://www.bluechippartners.com/contact/] Call Us: 248-848-1111 Disclosure Information: https://www.bluechippartners.com/disclosures/ [https://www.bluechippartners.com/disclosures/] Podcast: https://www.bluechippartners.com/blue-chip-now/ [https://www.bluechippartners.com/blue-chip-now/] Blog: https://www.bluechippartners.com/blog/ [https://www.bluechippartners.com/blog/] In the News: https://www.bluechippartners.com/in-the-news/ [https://www.bluechippartners.com/in-the-news/] Financial Services: Investment Management: https://www.bluechippartners.com/financial- services/investment-management/ [https://www.bluechippartners.com/financial-%20services/investment-management/] Executive Compensation: https://www.bluechippartners.com/financial-services/executive-compensation/ [https://www.bluechippartners.com/financial-services/executive-compensation/] Retirement Planning: https://www.bluechippartners.com/financial-services/retirement-planning/ [https://www.bluechippartners.com/financial-services/retirement-planning/] Tax Planning: https://www.bluechippartners.com/financial-services/tax-planning/ [https://www.bluechippartners.com/financial-services/tax-planning/] Estate Planning: https://www.bluechipestateplanning.com [https://www.bluechipestateplanning.com] Career Opportunities: https://www.bluechippartners.com/about/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