It’s Now A Long-Term Buy the Dips Market | Rise UP!

Jul 3, 2025

Kevin Grimes, CEO and CIO of Grimes & Co., joins hosts Terri Kallsen and Joe Duran to delve into the current market landscape. They explore why we are in a 'buy the dips' environment, coinciding with the S&P hitting new highs. The conversation pivots to the implications of a declining dollar and the recent trade deal with Vietnam on various sectors. Grimes provides strategic insights on the potential risks posed by new legislation on investments, especially in fixed income and healthcare, offering guidance on wealth planning.

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ANECDOTE

Joe Duran's Holiday BBQ Tradition

Joe Duran shares an anecdote about a weekend barbecue with his daughters and many racks of ribs.
He enjoys hosting family and friends at the beach during holidays like the 4th of July.

INSIGHT

Golden Cross Signals Bull Market

The Golden Cross signals bullish momentum when the 50-day moving average crosses above the 200-day average.
It indicates a "buy the dips" environment but is not a guaranteed predictor for the future.

INSIGHT

Weak Dollar's Mixed Impacts

The US dollar is off to its worst start in 52 years, weakening 10% in six months.
A weaker dollar boosts foreign earnings for US multinationals but can be inflationary by raising import costs.

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On a day where the S&P hit a new high and the “Big, Beautiful Bill” got passed, Rise UP host Terri Kallsen and Co-Host Joe Duran — Managing Partners at Rise Up Growth Partners — are joined by Grimes & Co. CEO and CIO Kevin Grimes for an in-depth look at the markets and what the bill means for your portfolio and wealth management. And everyone is affected. Plus, why Joe thinks we’re now in a long-term “buy the dips market” to discussions on the upside of the down dollar and the sectors the new trade deal with Vietnam affects, and much more!

Get 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

3:38 S&P Record, Jobs & the Golden Cross

5:25 We’re in a Buy the Dips Environment

8:11 Dollar Off to Worst Start in 52 Years

9:11 The Upside and Downside of a Down Dollar

14:30 July 9th Tariff Deadline and What Sectors Benefit from Vietnam Trade Deal

18:33 The Market is Pricing in Tariff Success and the Sectors That are at Risk if Deals Don’t Get Done

22:20 When Good News is Bad News

25:14 The Big, Beautiful Domestic Policy Bill Will Affect You

27:00 Managing Your Investments and Wealth Planning with the Big, Beautiful Bill

33:35 Fixed Income at Risk with New Policy Adding Debt?

35:50 Healthcare Sector at Risk with New Policy?

37:50 What to Watch Next Week

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