Vertical Research Advisory

Follow Vertical Research Advisory
Share on
Copy link to clipboard

In 2003, at the request of long time clients, Kip Herriage officially launched an investment newsletter, the Vertical Research Advisory (VRA), which he has Published and Edited for the past fifteen years showing my valued Subscribers EXACTLY how to demolish the stock market year in and year out.

Vertical Research Advisory


    • Dec 1, 2025 LATEST EPISODE
    • weekdays NEW EPISODES
    • 15m AVG DURATION
    • 1,739 EPISODES


    Search for episodes from Vertical Research Advisory with a specific topic:

    Latest episodes from Vertical Research Advisory

    VRA Podcast: Market Seasonality, Gold and Bitcoin Updates, and 2026 Bullish Forecasts - Kip Herriage - December 1, 2025

    Play Episode Listen Later Dec 1, 2025 24:58


    Welcome back to the VRA Investing Podcast! In today's episode, your host Kip Herriage takes us through a whirlwind Monday in the markets, recapping a day that didn't quite match recent highs but still kept the bullish momentum alive. Kip Herriage covers the latest action in the major indices, breaks down surprising moves in Bitcoin—especially with big news from Vanguard—and explains why volatility is still very much part of the crypto story. You'll get an in-depth look at the stunning rally in gold and silver, uncovering why precious metals are shining brighter than ever and how central banks and even stablecoins like Tether are reshaping the landscape. Kip Herriage also discusses what's fueling his optimism for miners and outlines why junior mining stocks could be on the verge of big moves.

    VRA Investing Podcast: 2026 The Birth of the Innovation Revolution Bull Market - Kip Herriage - November 28, 2025

    Play Episode Listen Later Nov 28, 2025 37:53


    In today's episode, Kip breaks down the post Thanksgiving market action and shares insights into why November finished with such strength despite a few surprises from the indexes. You'll hear Kip Herriage's bullish outlook for 2024, including his conviction that we're heading into a generational bull market driven by the so-called "innovation revolution," and his targets for the S&P 500 and Nasdaq for the year ahead.

    VRA Investing Podcast: Thanksgiving Market Update and Why the Roaring 2020s Are Just Getting Started - Kip Herriage - November 26, 2025

    Play Episode Listen Later Nov 26, 2025 38:54


    Welcome to another episode of the VRA Investing Podcast! In today's show, Kip Herriage shares a special pre-Thanksgiving episode, packed with reflections on family traditions, investing wisdom, and a bullish outlook for the markets as we head into the holiday season and the new year. From his family's pumpkin pie rituals to why he's more optimistic than ever about the innovation revolution driving markets, Kip Herriage covers the latest market moves, signals to watch (like Bitcoin and semiconductors), and why seasonality and recent indicators suggest a strong close to the year. He digs into the importance of investing in what you know, drawing inspiration from Peter Lynch, and highlights how long-term strategies and understanding market psychology can set you up for lasting wealth. You'll also get insight into sectors he's watching closely, from tech to gold miners and housing stocks, plus thoughts on possible changes at the Federal Reserve and what it could mean for rates and the housing market.

    VRA Investing Podcast: Chips Wars. Breaking Down The Beginning Of the Innovation Revolution - Tyler Herriage - November 25, 2025

    Play Episode Listen Later Nov 25, 2025 23:12


    In today's episode, Tyler Herriage dives into the latest market action after a strong start to the week, highlighting the impressive rebound in major indexes and the standout performance of individual stocks. He takes a close look at the current buzz around Google's new TPUs versus Nvidia's GPUs, breaking down what these innovations mean for investors and whether there's truly an AI bubble brewing.

    VRA Investing Podcast: Market Melt Up & Seasonality Opportunities - Kip Herriage - November 24, 2025

    Play Episode Listen Later Nov 24, 2025 26:16


    In today's episode, Kip dives into the week's market movements, reflecting on the recent volatility and why the smart money knows opportunity often lies in moments of extreme fear. Kip breaks down what last week's fear and greed index readings signal for investors, discusses the powerful rebound in tech stocks especially the semiconductors and shares his bullish outlook for the months ahead. Kip's insights on the “Trump economic miracle,” innovation's role in the coming economic boom, and why the current era may mark just the beginning of a multi decade bull market driven by technology, housing, and the new financial landscape of tokenization and blockchain. The episode wraps with actionable takes on gold, silver, bitcoin, and housing stocks plus, a look at how upcoming shifts in Fed policy could ignite an even bigger rally into year end.

    VRA Investing Podcast: Fear & Greed Extremes & How to Trade From Here - Kip Herriage - November 21, 2025

    Play Episode Listen Later Nov 21, 2025 49:58


    In today's episode, Kip breaks down a rollercoaster week in the markets, diving into the big intraday reversals following Nvidia's earnings, the aftermath of the government shutdown, and how short term liquidity concerns have driven recent volatility. He explains why he believes the fear is overblown, with gold holding strong as an indicator of underlying market stability, and shares why he expects this turbulence to be a forgotten blip just two weeks from now. Tune into today's podcast to learn more.

    VRA Podcast: Inside the Thousand Point NASDAQ Swing: Fed Comments, Trump Tension, and Oversold Signals - Kip Herriage - November 20, 2025

    Play Episode Listen Later Nov 20, 2025 23:31


    Welcome back to another episode of the VRA Investing Podcast! Today, Kip Herriage dives into an unusually volatile day in the markets, unpacking a major reversal that left both the Dow and Nasdaq swinging wildly from early gains to significant losses. Despite stellar earnings from Nvidia, sharp comments from Fed Governor Lisa Cook sent shockwaves through Wall Street, fueling fears about liquidity and the potential for a coordinated selloff. Kip Herriage explores the possible connections between the Fed's statements, Trump's ongoing frustrations with Jerome Powell, and what these moves could mean for investors heading into the holiday season. Plus, he breaks down technical indicators pointing to extreme oversold conditions and shares insights on why this might just be the moment the market finds its footing. If you're looking for clear thinking and candid analysis in the midst of market chaos, you're in the right place—let's get started!

    VRA Podcast: Nvidia Earnings Ignite The Innovation Revolution. Why Optimism Pays - Tyler Herriage - November 19, 2025

    Play Episode Listen Later Nov 20, 2025 39:04


    In today's episode, Tyler delivers a high-energy breakdown of one of the most even days of the year on Wall Street. Right from the morning's headline-grabbing conversation between Elon Musk and Nvidia CEO Jensen Huang, to the blockbuster Nvidia earnings report after the close, Tyler explores why this moment could be a game-changer for the markets—and why it's truly “never been a better time to be an optimist.”

    VRA Investing Podcast: Market Shakeouts and FIFO Buy Opportunities - Kip Herriage - November 18, 2025

    Play Episode Listen Later Nov 18, 2025 30:17


    In today's episode, Kip dives into the latest market action and what it means for savvy investors. Despite a choppy day for the markets, Kip highlights some promising signals beneath the surface, from surprising strength in small caps to resilient moves in gold miners and Bitcoin. He explains the unique market environment we're experiencing where the major indexes may only dip modestly, but individual stocks face much steeper declines, creating what he calls an “internal bear market.” Kip shares insight into the theory swirling around liquidity issues, the ongoing battle between major political figures and the Federal Reserve, and how these short-term shakeouts fit into the bigger bull market picture.

    VRA Podcast: Navigating Market Fear: Smart Money Moves and Buffett's Vote of Confidence in Tech - Kip Herriage - November 17, 2025

    Play Episode Listen Later Nov 17, 2025 25:17


    Welcome back to the VRA Investing Podcast with your host, Kip Herriage! In today's episode, Kip Herriage dives into the latest market action and unpacks the volatility that kicked off the week. He shares timeless investing wisdom from his first mentor—like why you should never sell on a Monday—and analyzes the intriguing rally patterns we've seen, even on days when the market seemed ready to sink. Kip breaks down Warren Buffett's headline-making SEC filing, revealing Buffett's substantial new stake in Google (Alphabet) and explaining why this is a major vote of confidence for tech stocks and the broader bull market. From Buffett's value investing legacy to his “weapons of mass financial destruction” warning on derivatives, Kip provides candid insights on what these moves mean for everyday investors.

    VRA Podcast: Contrarian Investing. Useful Strategies For Surviving Down Days - Tyler Herriage - November 13, 2025

    Play Episode Listen Later Nov 13, 2025 34:08


    In today's episode, Tyler Herriage breaks down practical strategies for navigating market sell-offs like we saw today. From discussing the latest government shutdown drama and its impact on investor sentiment to celebrating Blue Origin's historic rocket launch, he offers a unique blend of market analysis, economic insights, and a touch of space exploration.

    VRA Investing Podcast: Bank Stocks Lead Dow to New All Time Highs - Kip Herriage - November 12, 2025

    Play Episode Listen Later Nov 12, 2025 38:59


    In today's episode, Kip breaks down a pivotal day in the markets as the Dow Jones hits an all time high, led by surging bank and healthcare stocks. The conversation dives into the importance of sector rotations, why they're a sign of a healthy bull market and why traditional economic data and government releases just can't be trusted the way most investors think. Kip takes an honest look at the legacy of market predictions (hello, Michael Burry and Jim Cramer), the impact of recent government shutdowns, and why Kip's mentors always recommended going against the crowd when economists all agree. Expect a candid discussion on the power of price action over economic filings, and how keeping an eye on the market itself is the best indicator of what's really happening. Tune into today's podcast to learn more. 

    VRA Investing Podcast: What Market Rotations Mean For Our Bull Market Theme - Tyler Herriage - November 11, 2025

    Play Episode Listen Later Nov 11, 2025 26:46


    In today's episode, Tyler Herriage covers a jam-packed day on Wall Street, celebrating a few all-time highs, and exploring what these milestones mean for investors. Tyler breaks down the accelerating rotations from our sectors, strong Q3 earnings, and how the "psyop of negativity" is affecting investor sentiment. Tune into today's podcast to learn more.

    VRA Investing Podcast: Market Melt-Up Reignites: Why Bullish Momentum Is Building Into Year-End - Kip Herriage - November 10, 2025

    Play Episode Listen Later Nov 10, 2025 36:32


    Welcome to the VRA Investing Podcast! In today's episode, Kip Herriage dives right into the latest market moves following a turbulent week marked by political drama, government shutdowns, and shifting investor sentiment. Coming off last week's shakeout, Kip Herriage breaks down how technical signals like the Hindenburg and Titanic Omens played into market psychology and why, despite these bearish flags, he sees clear signs of a generational bull market ahead. From the pivotal role of semiconductors in confirming bull market trends, to the impact of political maneuvers and upcoming midterm elections on economic strategy, this episode covers it all. Kip Herriage also shares real-world stories from his time in the dot-com era, comparing the current AI innovation wave to past bubbles—and explains why he believes we're still in the early innings of this powerful cycle.

    VRA Investing Podcast: Navigating Market Shakeouts and Bullish Fundamentals - Kip Herriage - November 7, 2025

    Play Episode Listen Later Nov 7, 2025 37:28


    In today's episode, Kip dives into a turbulent week for the markets, unpacking why the recent downturn isn't as bad as it might seem and why he believes the bears are setting themselves up for disappointment. He covers the contrasting signals from fear and greed indicators, his take on investor sentiment, and the enduring strength of market fundamentals. From the impact of the government shutdown and looming flood of liquidity, to the ongoing innovation revolution and the financial strengths underpinning the U.S. economy, Kip offers his candid perspective on why optimism is warranted for long term investors. He also shares why this isn't the time to get caught up in bearish hype, comments on the role of key political figures in shaping market direction, and gives a sneak peek at upcoming recommendations especially in the fast growing world of crypto. Tune into today's podcast to learn more.

    VRA Investing Podcast: The Trillion Dollar Man. Tesla Meeting, Jobs Data, and Market Opportunities - Tyler Herriage - November 06, 2025

    Play Episode Listen Later Nov 7, 2025 44:23


    In today's episode, Tyler dives into the latest market movements, unpacks today's selloff, and shares why the VRA remains long-term bullish despite negative headlines. Fresh off the Tesla shareholder meeting, he also breaks down Elon Musk's presentation and the exciting advancements at Tesla. You won't want to miss this action-packed episode of the VRA Investing Podcast!

    VRA Investing Podcast: Navigating Bull Markets, Investor Sentiment, and Political Shakeups- Kip Herriage - November 5, 2026

    Play Episode Listen Later Nov 5, 2025 42:42


    In today's episode, Kip Herriage dives into a range of hot topics shaping the markets, including the latest election results and what they really mean, the unstoppable strength in semiconductor stocks, and the powerful trends revealed by technical analysis. Kip Herriage also breaks down how prediction markets are influencing investor sentiment and gives his bullish outlook on Tesla—explaining why it's the must-own stock for the innovation revolution.

    VRA Investing Podcast: How Fear & Greed Index Signals Bullish Opportunities - Kip Herriage - November 4, 2025

    Play Episode Listen Later Nov 4, 2025 34:55


    In today's episode, Kip dives deep into the recent market shakeout that's sent momentum stocks tumbling and rattled investor sentiment. Fresh off a challenging day for the markets, Kip breaks down what's really happening beneath the surface explaining why these short term pullbacks may actually signal a healthy pause and new buying opportunities, rather than the end of a bull market. We'll explore the surprising gap between record level market highs and extremely bearish sentiment, dissect Michael Burry's latest high profile short positions, and look at the broader forces influencing everything from tech stocks and housing to gold, bitcoin, and the millennial generation's impact on market dynamics. With big names like Ed Yardini and Rich Ross weighing in, and important events like Supreme Court hearings looming, Kip lays out what investors should watch for next and why now might be the perfect moment to keep your cool and stick to a disciplined, long term strategy. Tune into today's podcast to learn more. 

    VRA Investing Podcast: October Market Recap, Fed Moves, and What's Next for the Bull Market - Kip Herriage - November 3, 2025

    Play Episode Listen Later Nov 3, 2025 31:52


    Welcome to the VRA Investing Podcast! In this episode, host Kip Herriage dives into the impressive performance of the markets coming out of October and shares why November is historically the best month for the S&P 500. Kip breaks down the key trends driving the current bull market, including record-high price action across major indices, the huge generational wealth transfer to millennials, and the underlying strength of the U.S. housing sector.

    VRA Investing Podcast: Why November Is Poised for Market Gains and How Tech and Small Caps Lead - Kip Herriage - October 31, 2025

    Play Episode Listen Later Oct 31, 2025 15:11


    Welcome to the VRA Investing Podcast, hosted by Kip Herriage. In today's episode, Kip Herriage wraps up the week with an upbeat assessment of the markets, celebrating October's solid gains and looking ahead with optimism to November—historically a very bullish month. He dives into the data and market analytics, discusses the strength in tech stocks and small caps, and shares insights on key companies like Nvidia, Tesla, and Apple. Plus, Kip Herriage brings listeners the latest on internals, gold, commodities, and even drops hints about a new crypto recommendation. Get ready for a lively breakdown of why he believes the market is set up for strong performance heading into year-end, along with some expert commentary on big names and upcoming trends.

    VRA Investing Podcast: Market Pullback or Pause that Refreshes? Q3 Earnings Insights - Tyler Herriage - October 30, 2025

    Play Episode Listen Later Oct 30, 2025 21:31


    In today's episode, Tyler dives into the latest market action after a day where major indexes finished lower. He tackles what the VRA is calling a “pause that refreshes." Tyler breaks down some big earnings beats from two of the world's largest companies like Amazon and Apple, which are seeing explosive after-hours moves that could set up the next leg higher for tech. Tune in to learn more.

    VRA Investing Podcast: Jay Powell's Scripted Moves & What They Mean for Investors - Kip Herriage - October 29, 2025

    Play Episode Listen Later Oct 29, 2025 18:42


    In today's episode, Kip dives straight into the market action following a pivotal day for investors a fresh rate cut from the Fed and a press conference from Chairman Jay Powell that sent Wall Street into a tailspin. Kip breaks down why Powell's comments weren't as significant as the headlines suggest, emphasizing that the recent volatility is mostly a shakeout in an overheated market, with emotions running high and bullish sentiment everywhere. We also get a rapid fire review of earnings from tech giants Meta, Microsoft, and Google, with Kip giving his insight into why Meta and Microsoft shares dipped despite solid results and what Google's historic revenue quarter means for investors. Plus, Kip shares his take on the ongoing government shutdown, its unexpected market boost, and eye-opening revelations about federal benefits distribution. Tune into today's podcast to learn more. 

    VRA Investing Podcast: Quantum Breakthrough Fuels Market Highs and What It Means for Tech Investors - Tyler Herriage

    Play Episode Listen Later Oct 28, 2025 27:45


    In today's episode, Tyler covers a strong start to the week with back-to-back days of all-time highs across our major indexes. He brings the VRA's trademark optimism and in-depth analysis, cutting through the usual noise and fear-mongering in financial media. He also dives into the latest in earnings, the importance of owning inflationary assets, and why sentiment remains so fearful. Tune into today's podcast to learn more.

    VRA Investing Podcast: All Major Indexes Hit Highs as Fearful Sentiment Creates a Massive Buy Signal - Kip Herriage - October 27, 2025

    Play Episode Listen Later Oct 27, 2025 36:20


    Welcome back to the VRA Investing Podcast! In today's episode, host Kip Herriage dives into the explosive moves in the market, with record highs across all four major indexes—including small caps, tech, and semiconductors leading the charge. Kip shares how the VRA Investing System is flashing a “backup the truck” buy signal and why recent rally strength is defying persistent negative investor sentiment. He pulls back the curtain on the “psyop of negativity” in financial media, exposes the fear-mongering tactics designed to keep investors sidelined, and explains why the current melt-up in the market is built on solid structural foundations—not speculative bubbles.

    VRA Investing Podcast: Dow Breaks 47,000 All-Time Highs and Why the Bull Market's Just Getting Started - Kip Herriage October 24, 2025

    Play Episode Listen Later Oct 24, 2025 12:40


    Welcome to the VRA Investing Podcast with your host Kip Herriage. In today's episode, Kip breaks down a historic week for the markets, as the Dow Jones hits an all-time high above 47,000 and key indices push into record territory. He recaps insights from the recent members-only Zoom call, shares why the VRA Investing System just flashed a strong bullish signal, and explains why this generational bull market is just getting started.

    VRA Investing Podcast: Bounce Back Day, Earnings Insights, and How To Inflation-Proof Your Portfolio - Tyler Herriage - October 23, 2025

    Play Episode Listen Later Oct 23, 2025 23:51


    In today's episode, Tyler Herriage recaps a lively market rebound after yesterday's downturn, sharing insight on the latest earnings from major players like Tesla, Intel, and Ford. Tyler spotlights why shareholder voting power matters, especially in the wake of Tesla's recent drama around passive index funds. He also covers today's market internals—including eye-catching sentiment indicators, tech and small cap rallies, and bullish movements in semiconductors. Tune into today's podcast to learn more.

    VRA Investing Podcast: Tesla Earnings Insights, Market Shakeouts, and Bullish Signals for Q4 - Kip Herriage - October 22, 2025

    Play Episode Listen Later Oct 22, 2025 32:04


    In today's episode, Kip dives into a whirlwind of market action, offering his signature honest take on what's driving these volatile times. Kip walks us through fresh updates from Tesla's earnings call with Elon Musk, analyzing cryptic hints about the company's future—and what might be brewing with new product releases. He also shares his perspective on this rollercoaster market, covering everything from sharp moves in Bitcoin and gold to the brutal shakeouts in momentum stocks and quantum computing.

    VRA Investing Podcast: Generational Bull Market, Semis & Tech Break All Time Highs - Kip Herriage - October 20, 2025

    Play Episode Listen Later Oct 20, 2025 42:43


    In today's episode, Kip dives into the latest market action, celebrating new all time highs in tech, the semiconductors, and the Nasdaq, and explains why this bull market is textbook, don't listen to the naysayers! Kip breaks down the bold calls the VRA team made earlier this year, from plunging interest rates to shifts in mortgage rates and what that means for investors as we head into the midterms and beyond. He explores how changes at the Fed, Trump's policy pivots, and a potential “rocket fuel” drop in mortgage rates could send the market even higher. You'll get insight into why Kip expects next year to be a blockbuster for stocks, with predictions of the S&P 500 and Nasdaq delivering outsized gains. He also shares his candid views on political developments, the importance of optimism in investing, and the risks and rewards in gold, bitcoin, and standouts like Tesla.

    VRA Investing Podcast: Kip's Candid Take on JPMorgan, Bitcoin & Gold - Kip Herriage - October 17, 2025

    Play Episode Listen Later Oct 17, 2025 37:24


    In today's episode, Kip dives into this week's market volatility, shares personal stories from his time battling big banks like JP Morgan, and discusses the realities behind gold market manipulation. You'll hear Kip's unfiltered take on investor sentiment, the so called “credit cockroaches” shaking up regional banks, and what these trends mean for your portfolio. Plus, there's insight on Tesla's latest media coverage, an update on Bitcoin's recent shakeout, and Kip's bullish outlook for gold miners. If you've been wondering how current events, market psychology, and political cycles are shaping this generational bull market, you won't want to miss Kip's analysis and candid commentary. Get ready for a packed episode filled with actionable investing wisdom and a dose of hard truths from behind the scenes. Tune into today's podcast to learn more. 

    VRA Investing Podcast: Extreme Fear, Tech Leadership, and Buying The Dip - Tyler Herriage - October 16, 2025

    Play Episode Listen Later Oct 16, 2025 30:39


    In today's episode, Tyler takes a deep dive into the latest market action, and why right now is a great time to "buy the dip". He covers the latest sentiment surprises showing extreme fear for stocks - hardly the sign of a market top. He also unpacks the beginning of tech earnings with a spotlight on a crucial name that you won't want to miss. Tune into today's podcast to learn more.

    VRA Investing Podcast: Semiconductors Surge & Small Caps Set for Q4 Takeoff - Kip Herriage - October 15, 2025

    Play Episode Listen Later Oct 15, 2025 25:41


    In today's episode, Kip breaks down a powerful day in the markets, spotlighting explosive gains in semiconductors, small caps, and even mining stocks as gold and silver hit fresh all time highs. With Q3 bank earnings impressing across the board, Kip shares his bullish outlook for the fourth quarter and beyond, predicting a “melt-up” market in 2026 driven by technological innovation, robust corporate earnings, and what he calls “the Trump economic miracle.” Tune into today's podcast to learn more. 

    VRA Investing Podcast: Crypto Flash Crash, Wild West Moves & Market Resilience - Kip Herriage - October 13, 2025

    Play Episode Listen Later Oct 13, 2025 29:58


    In today's episode, Kip dives into the market's dramatic rebound after Friday's flash crash, highlighting the wild volatility that shook the crypto markets and left 1.8 million traders wiped out. He explores the “rank criminality” behind the crypto plunge, talks regulation or lack thereof and teases a brand new crypto recommendation coming soon for VRA members. You'll also hear Kip's take on Trump's latest tariffs, prediction markets, and the immense economic opportunities brewing in the Middle East. The conversation turns to market fundamentals, debunking the doom and gloom crash callers by examining record cash reserves, home equity, and the healthy state of U.S. company balance sheets. Kip celebrates the surge in gold, silver, and commodities, and offers bullish perspectives for the weeks and months ahead including why he's so excited about Tesla and the future of nuclear energy. Tune into today's podcast to learn more. 

    VRA Investing Podcast: Navigating October Shakeouts and Bull Market Strategies - Kip Herriage - October 9, 2025

    Play Episode Listen Later Oct 9, 2025 26:31


    In today's episode, Kip returns to the mic to talk about the latest market action, the importance of taking breaks, and the value of having a strong and growing team. Kip shares insights from his recent appearance on Charles Payne's show and dives into why October is always a tricky month for investors especially with heightened volatility and earnings season just around the corner. Kip discusses shakeouts in the current bull market, lessons learned from the dot-com era, and strategies for riding out market turbulence. He emphasizes smart portfolio management like holding winners, being cautious with margin, and embracing diversification across sectors like tech, energy, precious metals, and Bitcoin. Plus, Kip covers the ongoing story behind gold's price surge, the impact of decades long manipulation, and why he believes the precious metal still has tremendous upside from here.

    VRA Investing Podcast: AI Bubble or New Bull Run? Gold and Nasdaq Soar to New Highs -Tyler Herriage - October 08, 2025

    Play Episode Listen Later Oct 8, 2025 24:19


    In today's episode, Tyler breaks down the VRA's comparison of this new bull market to the 1995-2000 Dot-Com Melt-Up and why we see this market heading a whole lot higher. If you're concerned about an “AI bubble,” you'll want to stick around for today's chart analysis. Plus, Tyler dives into the record runs in precious metals and the miners, highlighting silver's first ATH in over 14 years. Tune into today's podcast to learn more.

    VRA Investing Podcast: Semis Slide, Gold Shines, and Why this Bull Market Is Still in Early Innings - Tyler Herriage - October 07, 2025

    Play Episode Listen Later Oct 7, 2025 26:41


    In today's episode, Tyler dives into a busy day for the markets, where fresh all-time highs gave way to a slight pullback, yet the broader bull market story remains unchanged. He covers why the VRA sees this as "The Pause That Refreshes" as we head into Q3 Earnings Season. He also breaks down major news from Tesla and explains why the VRA has been so focused on owning inflationary assets in this market environment. Tune into today's podcast to learn more.

    VRA Investing Podcast: AI Surge Heats Up, Tesla Innovates, and Bitcoin Breaks Out - Tyler Herriage

    Play Episode Listen Later Oct 6, 2025 32:31


    In today's episode, Tyler kicks off the week with an action-packed VRA Podcast filled with all-time highs and market-moving headlines. He dives into the latest news in the AI and semiconductor race, and what it means for the future of the innovation revolution. He also recaps sector performance on the year, and why an unloved sector, Gold miners, continue to lead the way. Tune into today's podcast to learn more.

    VRA Investing Podcast: Value Stock Opportunities and The Everything Bull Market - Kip Herriage - October 03, 2025

    Play Episode Listen Later Oct 3, 2025 32:01


    In today's episode, Kip dives into a whirlwind week on Wall Street, where government shutdown fears fizzled out and all four major market indexes hit new all-time highs—a rare and bullish sign for investors. Kip breaks down the market's midday volatility using tools like the put/call ratio, and offers insights on why these government shake-ups often create more opportunity than crisis. Tune into today's episode to learn more.

    VRA Investing Podcast: All Time Highs, Tesla's Moves, and the Market's Bullish Signals - Kip Herriage - October 2, 2025

    Play Episode Listen Later Oct 2, 2025 31:36


    In today's episode, Kip dives into a dynamic market update as the S&P 500, Nasdaq, and Dow Jones all close at fresh all-time highs, while small caps lag behind. Kip breaks down the effects of political headlines like government shutdowns and media fear mongering on market sentiment, emphasizing why tuning out mainstream noise can lead to better investment decisions. Kip offers an unapologetically candid perspective on recent U.S. political developments, media narratives, and how these influences can skew investor psychology. Kip highlights the opportunities present in today's melt up bull market and discusses the latest news around Tesla's delivery numbers, energy sector trends, gold and bitcoin's explosive moves, and why the so-called “smart money” is front-running earnings season.

    VRA Investing Podcast: Government Shutdown, VRA Portfolio, and Tech Leading - Tyler Herriage - October 01, 2025

    Play Episode Listen Later Oct 1, 2025 21:54


    In today's episode, Tyler recaps a strong start to the year for our markets, and what to expect as we head into the most bullish timeframe of the year. He also breaks down the latest moves in the VRA Portfolio fueled by tech names like Nvidia and Tesla. Also, we will cover the government shutdown and what it means for your portfolio. Tune into today's podcast to learn more.

    VRA Investing Podcast: Why Q4 Is Historically the Best Time for Stocks and Bitcoin - Kip Herriage - September 30, 2025

    Play Episode Listen Later Sep 30, 2025 31:52


    In today's episode, Kip breaks down what makes the start of the fourth quarter so exciting for investors. Kip explains why September's notorious market weakness is now in the rearview mirror, and why both equities and Bitcoin historically post their best returns in Q4 with data showing Bitcoin averaging a jaw dropping 57.5% gain in the final quarter over the past decade. You'll hear a candid take on financial media, the importance of thinking independently as an investor, and some sharp commentary on the “smart money hour” that signals real opportunities as institutional investors shift gears. Kip also shares insight on the effects of government shutdowns, congressional recess, and what policy shifts like Trump's economic moves and corporate expensing mean for the next market leg higher. Tune into today's podcast to learn more. 

    VRA Investing Podcast: Seasonality Turns Bullish, Gold ATH, and the Power of Trend Following - Kip Herriage - September 29, 2025

    Play Episode Listen Later Sep 29, 2025 37:15


    In today's episode, Kip takes a deep dive into the latest market action as Gold and the semiconductors hit fresh all-time highs. Kip breaks down why optimism continues to fuel this "melt-up bull market." He also critiques mainstream financial commentary and tells fascinating insider stories, sharing personal anecdotes and lessons learned about trend following and tuning out the noise. Tune into today's podcast to learn more.

    VRA Investing Podcast: Winning Strategies, Market Patterns, & the Coming Economic Boom - Kip Herriage - September 26, 2025

    Play Episode Listen Later Sep 26, 2025 35:20


    In today's episode, Kip breaks down everything you need to know as we head into a critical stretch for the markets and the most bullish time of the year for stocks. He takes a closer look at the macro picture, discussing America's economic resilience in the face of global pressures. You'll also get the VRA's take on where the greatest opportunities are emerging right now. Tune into today's podcast to learn more.

    VRA Investing Podcast: Gold, Silver, and the Return of Honest Price Discovery - Kip Herriage - September 25, 2025

    Play Episode Listen Later Sep 25, 2025 33:09


    In today's episode, Kip brings his trademark candor and market savvy to a wide ranging, fast paced conversation about the latest market moves and economic headlines. Kip kicks things off reflecting on former President Trump's recent press conference, addressing the diverse views in the VRA community, and breaks down why he believes Trump's economic policies continue to shape the current investing landscape. Kip covers the much anticipated breakout in silver, sharing insights from years of following precious metals and what this historic move could mean going forward. He dives into the real story behind the dollar's decline, why gold and silver remain core holdings, and dispels myths about their correlation with the greenback. Tune into today's podcast to learn more.

    VRA Investing Podcast: Bull Markets, Home Builders & the Trump Economic Miracle - Kip Herriage - September 24, 2025

    Play Episode Listen Later Sep 24, 2025 23:37


    In today's episode, Kip is back behind the mic after a brief break, sharing his signature insights on the current state of the markets and what investors should be watching now. Kip dives into the latest market action, discussing why recent pullbacks are natural in a strong bull market and what signals he's tracking for the next big opportunities. He highlights some standout sectors including home builders, which just got a major boost from surprising new home sales data and discusses the power of massive home equity in the U.S. market. Kip also covers the surge in AI spending, strength in energy stocks, and the ongoing bull case for gold, bitcoin, and especially Tesla, which he calls an essential portfolio holding right now. Tune into today's podcast to learn more.

    VRA Investing Podcast: Breaking News On Stablecoins, And The Future Of Financial Engineering - Tyler Herriage - September 23, 2025

    Play Episode Listen Later Sep 23, 2025 24:20


    In today's episode, Tyler breaks down a day packed with headlines that could reshape the future of our financial system. We'll unpack comments from Fed Chairman Jerome Powell, and more importantly, the late-breaking news from the CFTC, which just greenlit the use of stablecoins as tokenized collateral in U.S. derivative markets. You won't want to miss this action-packed VRA Investing Podcast.

    VRA Investing Podcast: Embracing All-Time Highs and Preparing for More Gains Ahead - Tyler Herriage - September 22, 2025

    Play Episode Listen Later Sep 22, 2025 27:46


    In today's episode, Tyler kicks off the week with a deep dive into the markets as we continue to soar to all-time highs. He unpacks the major driver behind this rally, including the 5 Big Bribe Megatrends, record high money supply, the Fed's rate cuts, and where investors should look in a lower-yield environment. Tune into today's podcast to learn more

    VRA Investing Podcast: Innovation's Ripple Effect, and The Opportunities It Creates- Tyler Herriage - September 19, 2025

    Play Episode Listen Later Sep 21, 2025 22:49


    In today's episode, Tyler breaks down another day of all-time highs to close out an excellent week for our major indexes. He kicks things off by highlighting the incredible momentum driving the current market rally, emphasizing the role of the ongoing “innovation revolution” that's fueling growth. From big-picture economic trends to actionable insights in commodities, today's episode is packed with the latest news. Tune in to today's podcast to learn more.

    VRA Investing Podcast: Unpacking Fed Moves, New Market Highs, and Tech Shake-Up – Tyler Herriage – September 18, 2025

    Play Episode Listen Later Sep 18, 2025 31:19


    In today's episode, Tyler breaks down an action-packed day of stock market action that saw all of our major indexes hit all-time highs. He also dives into the latest moves from the Federal Reserve and what they mean going forward for investors. He also spotlights some of the big winners today, including an explosive rally from Intel. Tune into today's podcast to learn more.

    VRA Investing Podcast: Fed Rate Cuts, Mortgages, and the Innovation Revolution - Kip Herriage - September 17, 2025

    Play Episode Listen Later Sep 17, 2025 44:55


    In today's episode, Kip dives right into the dramatic market action following the latest Federal Reserve meeting and Jerome Powell's address. Kip unpacks Powell's demeanor, Bloomberg's assessment of a Fed “full of contradictions,” and the immediate impact on the markets, including a sharp rally after Powell stopped speaking and surprising moves in Treasury yields. Kip takes on everything from the Fed's “institutional bloat” to the growing argument for fewer Fed meetings, and why Trump's push to change the system of quarterly earnings reports actually makes sense. He breaks down the current themes driving rates lower and what it all means for mortgage rates, the $34 trillion in untapped home equity, and the coming wave of refinancing activity.Tune into today's podcast to learn more.

    VRA Investing Podcast: Why Rates Are Falling And The Economy Is Set for Runaway Growth - Kip Herriage - September 16, 2025

    Play Episode Listen Later Sep 16, 2025 20:46


    In today's episode, Kip discusses the latest GDP estimate surprise from the Atlanta Fed, coming in now at a 3.4% projection, and he breaks down why we're headed for even stronger growth, potentially hitting his 5% GDP call sooner than most expect. Kip also unpacks the groupthink dominating Wall Street and economic circles, making a compelling case for why independent thinking and contrarian strategies continue to win out. Tune into today's podcast to learn more.

    VRA Investing Podcast: Melt-Up Markets Defy Gravity, Gold and Miners Lead the Charge - Kip Herriage - September 15, 2025

    Play Episode Listen Later Sep 15, 2025 37:07


    In today's episode, Kip kicks off the week with a deep dive into the surging stock market, where all of our major indexes finished higher, and the Nasdaq and the S&P 500 closed at record highs. Despite this massive move higher, sentiment indicators continue to show overwhelming skepticism from investors. He also covers the all-time highs for both Gold and the Gold miners, and why this move higher will continue. Tune into today's podcast to learn more.

    Claim Vertical Research Advisory

    In order to claim this podcast we'll send an email to with a verification link. Simply click the link and you will be able to edit tags, request a refresh, and other features to take control of your podcast page!

    Claim Cancel