dan seder

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 UAW strike 
• 12:15 – Take of the Week

[Episode Length: 14:43]

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Daniel Dusina, Matt Mondoux, and Dan Seder give a recap and analysis of the markets from the previous week, and also discuss some positive developments in the equity market and some financial planning reminders as we start approaching year-end.

Conversation Markers:

• 0:40 – Positive developments in the equity market
• 4:35 – A notable indicator
• 7:55 – Year-end financial planning reminders
• 9:55 – Take of the Week

[Episode Length: 12:59]

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Daniel Dusina, Matt Mondoux, and Dan Seder give a recap and analysis of the markets from the previous week, as well as discuss the highlights from The Federal Reserve's Jackson Hole Economic Symposium, navigating cracks in discretionary spending, and more.

Conversation Markers:

• 1:05 – Fed in focus
• 5:00 – Cracks in discretionary spending – how do we navigate from an investment perspective?
• 9:15 – How many publicly traded companies in the U.S. are unprofitable today?
• 15:15 –Take of the Week

[Episode length: 16:56]

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Daniel Dusina, Matt Mondoux, and Dan Seder give a recap and analysis of the markets from the previous week, as well as discuss the restaurant industry, The Federal Reserve's Jackson Hole Economic Symposium, and more.

Conversation Markers:

• 0:50 – Market technicals 
• 4:35 – Eye-opening data on the restaurant industry
• 8:20 – Fed in focus, thoughts ahead of the Jackson Hole Economic Symposium
• 11:50 – Take of the week

[Episode length: 13:59]

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Daniel Dusina, Matt Mondoux, and Dan Seder give a recap and analysis of the markets from the previous week, as well as discuss the energy market, AAPL stock, and more.

Conversation Markers:

• 1:25 – What is the energy market telling us about the path forward?
• 6:30 – The average intra-year market drawdown is larger than you think
• 10:00 – AAPL takes a breather – should we be surprised?

[Episode length: 14:22]

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Daniel Dusina, Matt Mondoux, and Dan Seder give a recap and analysis of the markets from the previous week, as well as discuss the high-yield bond market.

Conversation markers:

• 1:00 – market returns, volatility, and cash balances
• 4:30 – how economic data is supporting market performance, and the changing construct of the high-yield bond market
• 9:15 – stock-specific observations, and why it’s not “too late” to gain market exposure

[Episode length: 13:02]

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In the inaugural episode of Blue Chip NOW!, hosts Dan Seder, Matt Mondoux, and Daniel Dusina give a recap and analysis of the markets from the previous week, plus hold a discussion on investor sentiment.

[Episode length: 10:10]

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