Financial Advisor & Portfolio Manager, Grimes & Company
5 dated public stances tracked since 2025-06-06, most recently 2025-08-22. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Christopher Deeley's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Christopher Deeley is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances. “% correct” is the share of those scored calls whose direction-aware return was positive at the horizon — in a rising market a bullish call is correct by default, so read it beside the market, not alone.
Scored calls
Every tracked call with at least one matured horizon: the rows behind the Returns
line above. A dash is a horizon that has not matured yet.
| Date | Name | Call | 90d | 180d | 1y |
|---|
| 2025-07-18 | COPPER | bullish | -11.0% | +8.2% | +10.8% |
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|
| COPPER | 1 | | 1 bullish | 2025-07-18 |
| HEALTHCARE SECTOR | 1 | | 1 bullish | 2025-08-22 |
| SMALL TO MIDCAP BIOTECH | 1 | | 1 bullish | 2025-08-22 |
| US SMALL CAP AND MID CAP STOCKS | 1 | | 1 bullish | 2025-06-06 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2025-08-22
HEALTHCARE SECTOR
bullish
Wealthion · video
Healthcare's share of the S&P has compressed from 15% to 9%, a level last seen in 2000 at the dot-com peak, and the aging population plus unmet rare-disease drug needs make a long-term sector recovery structurally necessary even if near-term momentum is still…
“when was it last 9%? 2000. So there will be a turnaround in health care”
Government in Markets & Buffett in Healthcare: What Should You Own? | Rise UP!
2025-08-22
SMALL TO MIDCAP BIOTECH
bullish
Wealthion · video
Small and mid-cap biotech has been unloved for three years due to the high-rate environment that made capital-raising difficult, but a Fed rate-cutting cycle removes that structural headwind while aging demographics and unmet rare-disease needs provide…
“when you look at small to midcap biotech stocks over the last couple years, they have been just unloved”
Government in Markets & Buffett in Healthcare: What Should You Own? | Rise UP!
2025-07-18
COPPER
bullish
Wealthion · video
Copper is the best long-term metals play because it hasn't matched the run in other metals yet while electrification of the US grid and AI data-center construction create structural demand
“copper is a great long-term play because it hasn't seen the same rise as the other metals”
90d -11.0% · 180d +8.2% · 1y +10.8%
Record Stock Market Highs… But For How Long? | Rise UP!
2025-06-06
long TSLA / short TSLA
hedge
Wealthion · video
Tesla's extreme implied volatility makes selling covered calls the most capital-efficient way to reduce an oversized position's risk while collecting outsized premium — preferable to an outright sale given Tesla's long-term robotics and autonomous driving…
“if you're trying to protect the position, you're going to sell some calls”
A Tesla Tussle, Slowdown Signs? And Stocks = 1999 again? | Rise UP!
2025-06-06
US SMALL CAP AND MID CAP STOCKS
bullish
Wealthion · video
Small and mid cap stocks have been structurally suppressed by the high interest rate environment and have not made new highs since 2021, positioning them for meaningful outperformance as that rate headwind eases
“it would be a great time to take some large cap exposure and move it into small and midcap stocks”
A Tesla Tussle, Slowdown Signs? And Stocks = 1999 again? | Rise UP!
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