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What Kevin Grimes is saying

CEO & CIO, Grimes & Company

22 dated public stances tracked since 2025-03-15, most recently 2025-09-05. 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 Kevin Grimes'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. Kevin Grimes is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.

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22
tracked stances
16
themes
1
side flips
2025-09-05
last heard
Returns  90d +5.3% (n=18) · 180d +6.2% (n=18) · 1y +6.0% (n=18)

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.

View flips

Where the tracked view on a theme reversed between appearances — bullish to bearish or back. Dates are the episodes on each side of the turn.

SPX — bullish2025-07-03 → bearish2025-08-08

Most-argued themes

ThemeStancesLeanMixLast
USTS31 bullish / 2 neutral2025-06-06
International Dev22 bullish2025-06-06
Investment Grade Credit22 bullish2025-09-05
SPX21 bullish / 1 bearish2025-08-08
BITCOIN11 bullish2025-08-22
DIVIDEND GROWTH STOCKS11 bullish2025-05-23

Tracked stances

bullish / bearish is a view they argued; owns / short is a position they said they hold.

2025-09-05 Investment Grade Credit bullish Wealthion · video
With Fed funds likely dropping to the mid-to-low 3s next year, locking in ~5% yields on IG credit today offers attractive risk-adjusted return before rates fall further.
“you can lock in in the fives with reasonable credits right now”
90d +0.9% · 180d +2.0% · 1y -0.7%
Are Rate Cuts Now a Done Deal? | Rise UP!
2025-08-22 PHARMACEUTICAL STOCKS bullish Wealthion · video
Drug stocks are the last sector without any tariff resolution, so the announcement of clarity (now confirmed at 15% European deal per Chris) acts as a near-term re-rating catalyst ahead of the broader sector recovery
“they're the last ones to kind of get the turnaround effect from that”
Government in Markets & Buffett in Healthcare: What Should You Own? | Rise UP!
2025-08-22 SMALL CAP STOCKS bullish Wealthion · video
Small caps are trading at the same level as 2021 and would disproportionately benefit from a Fed rate-cutting cycle, offering a better risk/reward entry than large-cap tech at current valuations
“small cap stocks are trading where they were in 2021”
Government in Markets & Buffett in Healthcare: What Should You Own? | Rise UP!
2025-08-22 BITCOIN bullish Wealthion · video
Bitcoin has a hard fixed supply cap of 21 million while demand is structurally accelerating via institutional ETF inflows, corporate balance sheet adoption, and 401k inclusion, producing the best risk-adjusted (Sharpe) returns of any asset class
“the supply is fixed and the demand is going up”
90d -26.0% · 180d -43.2% · 1y -34.1%
Government in Markets & Buffett in Healthcare: What Should You Own? | Rise UP!
2025-08-08 SPX bearish Wealthion · video
S&P forward PE near 23x, RSI hit 75, market up 25% in four months from April lows — technically and fundamentally overextended, making it susceptible to a 10–15% correction on any bad news even without an economic recession
“a market correction could happen regardless of the economy. There could be a correction of 10%, could be a correction of 15%”
10–15% Market Correction Next? New 401(k) Rule, Fed Cuts & What to Do | Rise UP!
2025-08-08 UTILITIES SECTOR bullish Wealthion · video
Reshoring of manufacturing and AI infrastructure buildout requires massive new electricity generation, making power and utility companies direct beneficiaries of domestic investment commitments from Apple and other large tech firms
“utilities are the best performing sector year to date”
10–15% Market Correction Next? New 401(k) Rule, Fed Cuts & What to Do | Rise UP!
2025-08-08 URANIUM bullish Wealthion · video
Same power-demand driver as utilities: all US reshoring investment and the AI race with China requires more electricity, and nuclear is a core supply source for that surge
“all this investment in the US is going to need more power, more electricity”
90d +18.0% · 180d +37.4% · 1y +16.4%
10–15% Market Correction Next? New 401(k) Rule, Fed Cuts & What to Do | Rise UP!
2025-08-08 Private Credit bullish Wealthion · video
Private credit funds earn high interest rates on short-term variable-rate loans, offering attractive yield in the current rate environment outside publicly traded fixed income
“they pay I think really high interest rates, could be very attractive”
90d -9.4% · 180d -9.3% · 1y -2.4%
10–15% Market Correction Next? New 401(k) Rule, Fed Cuts & What to Do | Rise UP!
2025-07-03 SPX bullish Wealthion · video
The 50-day moving average crossing above the 200-day (golden cross) signals momentum has turned positive and confirms a bull-market environment where buying weakness is the correct posture.
“we're in a bull market. You want to be leaning toward buying when we have weakness in that kind of environment”
90d +7.2% · 180d +10.5% · 1y +21.5%
It’s Now A Long-Term Buy the Dips Market | Rise UP!
2025-07-03 HEALTHCARE SECTOR bullish Wealthion · video
Healthcare is deeply out of favor due to RFK/MAHA regulatory headwinds and drug-pricing pressure, compressing valuations and lifting dividend yields to attractive levels for contrarian long-term investors.
“for a long-term investor probably of value… you gotta be looking at things when they're out of favor. Certainly out of favor at this point”
It’s Now A Long-Term Buy the Dips Market | Rise UP!
2025-07-03 NVDA bullish Wealthion · video
A new chips deal with China removes a major overhang for Nvidia and is a positive catalyst for the AI trade resuming.
“we now have a chips deal with China which is quite promising for Nvidia”
90d +17.5% · 180d +17.7% · 1y +22.9%
It’s Now A Long-Term Buy the Dips Market | Rise UP!
2025-06-06 International Dev bullish Wealthion · video
International developed markets trade at historical valuation norms while US large cap is ~33% above its average PE, and the German DAX is already up high-teens YTD versus a flat S&P, creating an attractive relative opportunity after 10+ years of…
“the German DAX is up well in the high teens compared to the S&P which is basically flat”
90d +5.6% · 180d +11.7% · 1y +27.0%
A Tesla Tussle, Slowdown Signs? And Stocks = 1999 again? | Rise UP!
2025-06-06 USTS bullish Wealthion · video
With the 10-year Treasury near 4.5%, bonds now offer a yield competitive with S&P 500 earnings yield at far lower risk, making fixed income materially more attractive than three to four years ago and a logical rebalancing destination when equities are at…
“bonds are much more attractive today than they were three or four years ago”
90d +4.0% · 180d +5.7% · 1y +3.9%
A Tesla Tussle, Slowdown Signs? And Stocks = 1999 again? | Rise UP!
2025-06-06 Em Equities bullish Wealthion · video
Emerging markets mirror the post-2001 setup — after a prolonged period of US large-cap dominance, EM historically went on a multi-year tear, and today valuations sit at historical norms versus an overvalued US market
“emerging markets, they went on a tear. And here we are and I'm saying we need emerging markets”
90d +7.3% · 180d +16.9% · 1y +43.5%
A Tesla Tussle, Slowdown Signs? And Stocks = 1999 again? | Rise UP!
2025-05-23 Long Dur Treasuries bearish Wealthion · video
Fiscal deficit at 6.5% of GDP, Moody's downgrade, and weak Treasury auctions signal declining investor appetite to fund unsustainable debt, pushing long bond prices lower and yields higher
“less and less desire for investors to fund an unsustainable system by buying long-term treasuries”
90d -3.4% · 180d -7.5% · 1y -5.2%
What Tariffs, Rising Yields, and Bitcoin are Telling Us | Rise UP!
2025-05-23 Investment Grade Credit bullish Wealthion · video
High-quality corporate bonds with strong cash flows offer unusually attractive yield-lock opportunities at current levels, especially relative to elevated equity valuations
“locking in some really really attractive yields especially when you see stock valuations that are high”
90d +4.1% · 180d +6.2% · 1y +7.1%
What Tariffs, Rising Yields, and Bitcoin are Telling Us | Rise UP!
2025-05-23 USTS neutral Wealthion · video
Credit spreads remain tight (no recession priced), high yield has delivered lower volatility than Treasuries for five years, and spreads would only widen materially if recession signals emerge
“high yield bonds have had lower volatility than treasuries and that's been the case for five years now”
What Tariffs, Rising Yields, and Bitcoin are Telling Us | Rise UP!
2025-05-23 DIVIDEND GROWTH STOCKS bullish Wealthion · video
Companies with strong cash flows that raise dividends annually — even through recessions — provide growing income as a rising-yield buffer plus equity upside over time
“every year you're making more and more and more from your portfolio and you have the upside kicker of the stock market”
What Tariffs, Rising Yields, and Bitcoin are Telling Us | Rise UP!
2025-05-23 long Investment Grade Credit / short EQUITIES (BROAD MARKET) pair Wealthion · video
At current elevated stock valuations and high yields, bonds (especially credit) offer better near-term risk/reward than equities
What Tariffs, Rising Yields, and Bitcoin are Telling Us | Rise UP!
2025-03-15 USTS neutral Wealthion · video
At 4.3% yield, the 10-year is fairly valued relative to expected nominal GDP (GDP growth ~2-2.5% plus inflation ~2-2.5%), making bonds an acceptable allocation rather than a flight-to-safety panic trade or something to avoid
“buying bonds is not a bad thing but running for cover for a long-term investor right now is probably a bad thing”
The End Of The Selling Isn’t Necessarily The Time To Buy
2025-03-15 International Dev bullish Wealthion · video
Developed ex-US stocks have been completely unloved and are outperforming US large cap this year as the historic 30-percentage-point two-year return disparity between cap-weighted and equal-weight US indexes (last seen in 1999) begins to unwind
“areas of the market that have been completely unloved like developed foreign stocks...look at the EFA block”
90d +5.9% · 180d +15.1% · 1y +25.7%
The End Of The Selling Isn’t Necessarily The Time To Buy
2025-03-15 EMERGING MARKETS EQUITIES bullish Wealthion · video
Emerging markets have been ignored during the Mag7-dominated cycle and are now outperforming US large cap as investors rotate away from extreme cap-concentration
The End Of The Selling Isn’t Necessarily The Time To Buy

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