#85: From Greenland to Gold: What's Influencing Markets Right Now
Fri Jan 30 2026
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
More
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