In this insightful discussion, Kevin Grimes, CEO and CIO of Grimes & Company, and Christopher Deeley, CFA and portfolio expert, tackle pressing market questions. They analyze the impact of government stakes in tech giants like Intel and Warren Buffett's bold investment in UnitedHealthcare. The conversation shifts to the new flexibility of 529 education savings plans and how these developments affect investors. They also provide strategies for navigating potential market bubbles and selecting long-term investments amidst volatility.
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insights INSIGHT
Government Stake Could Aid Intel Turnaround
Kevin argues a government stake in Intel could mirror past crisis rescues and help onshoring semiconductor production.
He warns shareholders should still watch dilution and the need for a clear business plan.
volunteer_activism ADVICE
Wait Before Buying Intel
Christopher Deeley recommends waiting a few quarters before buying Intel to assess execution and ROIC.
He suggests watching how new management deploys capital into fabs and technology improvements.
insights INSIGHT
Buffett Sees Value In Beaten Healthcare
Kevin highlights Buffett's UnitedHealthcare move as classic value play into beaten-down insurance assets.
He sees healthcare as cyclical and believes regulation and tariff clarity could unlock near-term catalysts.
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Is there a bubble in markets driven by AI, and should you be concerned? This week on Rise UP!, Rise Growth Managing Partner Terri Kallsen sits down with Grimes & Company CEO/CIO Kevin Grimes and Financial Advisor Christopher Deeley to unpack the biggest stories moving markets ahead of Fed Chair Jay Powell’s highly anticipated Jackson Hole address. From the U.S. government weighing a stake in Intel, to Warren Buffett’s bold $5M UnitedHealthcare buy, to the sweeping new flexibility in 529 education savings plans, Kevin and Chris break down what these developments mean for investors and portfolios in today’s volatile market.
Get Chris and Kevin’s great insights one-on-one with a free review of your portfolio. Go to https://www.wealthion.com/free and select Grimes & Company on the form.
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Chapters:
1:49 - What’s Going on with Intel?
6:46 - The Warren Buffett Effect and the Healthcare Sector
12:16 - 529 Plan Changes and the Expansion of Qualified Education Expenses
15:48 - How to Invest When Concerned About a Market Bubble
18:57 - What Other Options Are Out There Aside from the Mag7?
24:27 - What Are Some Good Long-Term Investments for High Risk Tolerance?
30:08 - Jay Powell’s Jackson Hole Address - Any Surprises to Come?
31:35 - Consumer Confidence and GDP Revisions Next Week
32:29 - What to Watch For: PCE Reading
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