S1 E4: Is the Energy Market Energizing a Path Forward?

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 change to the S&P 500 Index
• 9:28 – Bull markets grow on skepticism

[Episode Length: 19:50]

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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 – Important valuation metrics for NVDA
• 7:31 – Does the market hitting all-time highs imply an imminent pullback?
• 12:35 – Takeaways from Warren Buffet's annual letter to shareholders

[Episode Length: 22:59]

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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
• 1:53 – Why the U.S. housing market poses a challenge for the Federal Reserve
• 7:01 – The power of marketing for consumer packaged goods companies
• 9:34 – How Blue Chip Partners is skating to where the puck is going

[Episode Length: 14:05]

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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 $18 Big Mac meal
• 5:43 – Seasonality of equity market returns within U.S. presidential election cycles
• 10:53 – Should we be worried about commercial real estate debt?
• 14:18 – Takes of the Week

[Episode Length: 16:55]

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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-day market capitalization addition in history?
• 7:30 – Good economic data should still be considered good news
• 12:59 – Takes of the Week

[Episode Length: 14:41]

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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
• 9:25 – Tax-advantaged saving: a potential $7.6 million benefit
• 14:58 – Takes of the Week

[Episode Length: 16:35]

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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 Markers:

• 0:35 – Introduction and market recap
• 1:25 – The importance of "dollar cost averaging" in the equity market
• 9:19 – Insight on JPMorgan's earnings, and why we prefer the large banks
• 13:08 – The data that is driving continued strength in the semiconductor industry
• 19:11 – E-book out now: "Making the Most of Company Stock"

[Episode Length: 19:50]

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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 approval of the first Bitcoin ETFs
• 6:16 – Consumer staples: bull or bear?
• 10:24 – "Just Do It": Where does Nike stand post-partnership with Tiger Woods?
• 12:53 – Takes of the Week 

[Episode Length: 14:42]

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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 – Introduction and market recap
• 1:35 – Inflation is already at the Fed's target - what are the implications?
• 9:56 – Unpacking the ramifications of the recent malfunction of Boeing's 737 MAX-9
• 16:49 – Takes of the Week

[Episode Length: 17:53]

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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

[Episode Length: 19:57]

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