It’s the final episode of Rise UP!, and Grimes & Company CEO Kevin Grimes joined host Joe Duran once again to for a deep dive into how modern markets manage—or fail to manage—systemic stressors. Among other topics, they tackle why markets often seem immune to shutdowns, how “late-stage FOMO” can lure investors into overvalued sectors just before a reversal, how credit markets as a barometer for the broader financial system, and much more.
Watch the full episode below:
Additionally, below is a breakdown of all the themes and topics from this most recent episode, along with timestamps for easy browsing:
Chapters:
1:21 – This Week’s Market Recap: Where Do We Stand?
4:21 – The US Government Shuts Down
5:44 – Bracing for Market Volatility in Q4
9:33 – Jamieson Greer at the Economic Club of NY & US Trade Policy
14:05 – How Will I Know the AI Trade Is Topping Out?
19:02 – How Do I Know My Portfolio Is Resilient Enough to Handle a Bubble Burst?
25:47 – When Will Debt-Fueled AI Growth Become a Problem for Markets?
And in case you missed it, you can also watch previous Rise UP! episodes featuring contributors from Grimes & Company, including:
- Rate Cuts in Doubt
- Fed Rate Cut: What to Do Next
- Global Bond Yields Surge
- Will the AI Bubble Burst?
- 10-15% Market Correction Next?
- Record Stock Market Highs…But for How Long?
- It’s Now a Long-Term Buy the Dips Market
- War & Tariffs Knock at the Market’s Door
- Signs of a Slowdown?
- Progress on the Trade Front?
- Managing Your Portfolio in Times of Volatility
- Unpacking Tariff-Driven Volatility
- Perspective on the Incoming Tariffs
- The End of the Selling Isn’t Necessarily the Time to Buy
Important Disclosures:
This presentation is intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from Grimes & Company Wealth Management, LLC (d/b/a Grimes & Company) (“Grimes”) or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither Grimes’ investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if Grimes is engaged, or continues to be engaged, to provide investment advisory services. Grimes is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Grimes is engaged, or continues to be engaged, to provide investment advisory services. Copies of Grimes’ current written disclosure Brochure and Form CRS discussing our advisory services and fees are available upon request or at www.grimesco.com.
