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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


    • Sep 3, 2026 LATEST EPISODE
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    Latest episodes from Vertical Research Advisory

    VRA Podcast: Market Rally Surges Ahead Tesla and Gold Lead as Innovation Revolution Fuels Growth - Kip Herriage - September 3, 2026

    Play Episode Listen Later Sep 3, 2026 40:01


    Welcome to the VRA Investing Podcast with your host, Kip Herriage! It's Thursday afternoon and we've just wrapped up a blockbuster day in the markets—especially if you're long. In today's episode, Kip Herriage breaks down the latest action: Tesla's surge on CyberCab news, what Chris Waller's unexpectedly dovish Fed commentary means for rates, and why the often-ignored small caps could be poised for a rally. We'll dig into bond market moves, talk big-picture about economic growth and the innovation revolution, and explore why Kip Herridge remains bullish heading into the midterms. Plus, hear Kip Herriage's unique take on liquidity trends, sector strength, and why Tesla—and its robotaxi future—remains a top pick in this market. Strap in: the market's coiling, and according to Kip Herriage, we could be on the verge of a melt-up.

    VRA Podcast: Navigating Volatility: Contrarian Views and Bullish Signals for the Fall Market - Kip Herriage - September 2, 2026

    Play Episode Listen Later Sep 2, 2026 32:29


    Welcome to the VRA Investing Podcast with Kip Herriage! In today's episode, Kip Herriage dives into the heart of September market seasonality, why bearish headlines shouldn't shake your confidence, and why he sees a “melt-up” rally ahead into the midterms and beyond. He unpacks key earnings reports from Dell and Nvidia, explains the importance of liquidity signals under the surface of the market, and reflects on global economic trends—highlighting the failures of globalism and the power of America First. With insights into gold, silver, energy, and leveraged ETFs, plus a candid take on financial media and contrarian investing, Kip Herriage delivers actionable market commentary you won't want to miss. Let's jump in!

    VRA Podcast: Fear in the Markets: Oil Shocks, Fed Policy, and September's Historical Trends - Kip herriage - September 1, 2026

    Play Episode Listen Later Sep 1, 2026 15:08


    Welcome to the Daily Investing Podcast with Kip Herridge. In today's episode, Kip Herriage breaks down a turbulent day in the markets, discussing why rising oil prices and geopolitical tensions are fueling fear among investors. He tackles the debate over potential Federal Reserve rate hikes, arguing strongly against tightening monetary policy in response to the current oil shock and examining the political angles at play. Despite weak market internals and negative sector performance, Kip Herriage remains optimistic about the months ahead, pointing to robust corporate earnings, the long-term potential of AI, and historical strength in the fourth and first quarters as reasons for investors to stay the course. Stay tuned as we unpack today's market action and set the stage for the opportunities that lie ahead.

    VRA Podcast: Tesla's Potential, Fed Moves, and Major Insights for Investors - Kip Herriage - August 31, 2026

    Play Episode Listen Later Aug 31, 2026 31:05


    Welcome to the Daily VRA Investing Podcast with your host, Kip Herriage. In today's episode, Kip Herriage dives into a critical week for the markets, taking a close look at the impact of recent speeches by key financial leaders like Kevin Warsh, along with the ongoing dynamics within the Federal Reserve. He shares insights on market trends, the significance of liquidity indicators, and why “never sell on a Monday” remains a guiding principle. Kip Herriage also explores the bullish outlook on equities, bonds, and commodities, breaking down the latest developments in gold, silver, and cryptocurrency. Plus, he shines a spotlight on recent geopolitical moves involving U.S. access to Venezuelan oil, Tesla's latest innovations, and why now may be a gift for long-term investors. Strap in for a data-driven, contrarian perspective on what's moving the markets and how you can position yourself for the next big move.

    VRA Podcast: Nasdaq's Big Move and What Follows After Jackson Hole's Fed Surprises Kip Herriage - August 28, 2026

    Play Episode Listen Later Aug 28, 2026 32:53


    Welcome to the VRA Investing Podcast with your host, Kip Herriage. On this Friday edition, Kip Herriage breaks down a dramatic end to an otherwise strong week in the markets, unpacking the impact of Kevin Warsh's Jackson Hole speech and a sharp, late-summer, low-volume sell-off. He tackles the recent war's resolution and its effects on global markets, the real story behind interest rates and bond market maneuvers, and explains why today's reversal could be just a blip rather than a trend. Tune in for Kip Herriage's unfiltered take on market sentiment, gold and miner dynamics, and why he believes the best is yet to come for investors—plus, what to expect as we move toward the historically volatile month of September.

    VRA Podcast: Semiconductors and Tech Stocks Soar as Money Supply Hits New High - Tyler Herriage - August 27, 2026

    Play Episode Listen Later Aug 27, 2026 26:18


    In today's episode, Tyler Herriage recaps a strong day for the markets following blockbuster earnings from Nvidia and other tech giants, discusses the impressive momentum across the semiconductor sector, and examines surprising investor sentiment trends despite major index rallies. He also dives into why rising money supply and ongoing innovation support a bullish outlook. Tune into today's podcast to learn more.

    VRA Podcast:Nvidia Earnings Beat, Tech Stocks Surge, and Bullish Market Outlook Heading Into Year-End - Kip Herriage - August 26, 2026

    Play Episode Listen Later Aug 26, 2026 33:26


    Welcome to today's episode of the VRA Investing Podcast. The conversation focused on the latest moves in the stock market, with special attention given to Nvidia's remarkable earnings report and its place as a long-term portfolio winner. A key theme that emerged was the power of investing in innovative leaders like Nvidia and Tesla, highlighted by a strategy of buying and holding rather than trading in and out of volatile markets.

    VRA Podcast: Gold and Bitcoin Continue to Surge, Markets Rally, and Oil Plunges - Tyler Herriage - August 25, 2026

    Play Episode Listen Later Aug 25, 2026 18:07


    In this episode, Tyler Herriage recaps a strong rebound for the major indexes following a brief pause to start the week, with tech and semiconductors once again leading the charge. You'll hear insights on the latest moves in oil prices amid fresh ceasefire talks and a surge in crude movement through the Strait of Hormuz, plus a look at sector performance, impressive internals, and why gold and Bitcoin are hitting multi-month highs. 

    VRA Podcast: Market Volatility Amid Iran War Concerns and Treasury Strategies: Gold, Semis, Bitcoin in Focus - Kip Herriage - August 24, 2026

    Play Episode Listen Later Aug 24, 2026 30:26


    Welcome back to the VRA Investing Podcast with your host, Kip Herriage. In today's episode, Kip Herriage breaks down the latest market action during a quiet summer Monday, unpacks the ongoing geopolitical tensions with Iran and their impact on trading, and dives deep into Treasury Secretary Scott Bessent's bold new economic maneuvers. You'll hear Kip Herriage's high-conviction views on Trump's wartime leadership, the evolving role of the Treasury versus the Federal Reserve, and why he remains confident in U.S. markets even as headlines warn of rising debt and interest rates. Plus, get the latest insights on gold, silver, Bitcoin, and the all-important signals from the semiconductor and small cap sectors. Whether you're looking for macroeconomic perspective, sector playbook updates, or simply want to hear where Kip Herriage thinks opportunity is headed next, this episode is packed with real-time analysis and actionable takeaways for investors.

    VRA Podcast: Stock Market All-Time Highs Bitcoin Surges and Treasury Buybacks: Weekly Recap - Tyler Herriage - August 21, 2026

    Play Episode Listen Later Aug 21, 2026 24:08


    Welcome to the VRA Investing Podcast! On today's episode, Tyler Herriage is back after some time on the road to wrap up a week packed with action in the markets. We'll break down all-time highs across major indexes, analyze the latest comments from Treasury Secretary Scott Bessent on bond buyback expansions, and dig into the regulatory moves from the SEC and CFTC that are shaking up both Bitcoin and the broader crypto market. Plus, we'll cover sector performance, market internals, and the standout rallies in commodities like gold and silver. Whether you're heading into the weekend or catching up before the week ahead, Tyler Herriage has everything you need to know—including what to watch for in upcoming earnings, Fed speeches, and inflation data. Buckle up for timely insights, actionable takeaways, and a preview of what's next for investors.

    VRA Podcast: From Capitulation to Overbought in 14 Days. Why We're Not Selling - Kip Herriage - August 18, 2026

    Play Episode Listen Later Aug 18, 2026 15:03


    In today's episode, Kip Herriage breaks down the market's sharp pullback after a powerful 14-day rally from the July bottom. He explains why the current decline looks like a short, healthy pause rather than the start of a deeper correction, and shares his view that extreme short-term overbought conditions, not a change in trend, are driving today's action. Kip also puts rising interest rates into historical perspective, touches on geopolitical developments, and outlines why he remains constructive on Bitcoin as a key liquidity signal.

    VRA Podcast: Navigating Short-Term Corrections: Semis Strength, Gold's Run, and the Midterm Melt-Up - Kip Herriage - August 17, 2026

    Play Episode Listen Later Aug 17, 2026 15:11


    Welcome to the VRA Investing Podcast with your host, Kip Herriage. In today's episode, Kip Herriage recaps a dynamic start to the week in the markets, sharing "inside baseball" on the latest moves and major trends. While broader indexes took a breather with slight declines, key liquidity signals such as gold, silver, miners, semiconductors, and Bitcoin surged, providing important clues for investors. Kip Herriage breaks down the implications of extreme market sentiment, persistent bearishness even in the face of record corporate earnings, the impact of political narratives, and why he believes we're setting up for a potential market melt-up into the midterms. Stay tuned for a detailed analysis of technicals, sector performance, and macroeconomic drivers shaping the investing landscape right now.

    VRA Podcast: Market Strength Holds as Russell 2000 Hits All-Time High and Earnings Stay Strong Tyler Herriage - August 14, 2026

    Play Episode Listen Later Aug 14, 2026 21:34


    Welcome to the VRA Investing Podcast! On today's episode, Tyler Herriage recaps a dynamic week in the markets, where underlying strength persists despite several major indexes ending in the red. We'll break down impressive market breadth, fresh all-time highs for indices like the Russell 2000, and what's ahead as we wait for Nvidia's much-anticipated earnings. Tyler Herriage also dives deep into yields, the Fed's next moves, and why headlines about national debt and inflation may not be as concerning as they seem. Plus, we'll review sector standouts, energy's breakout, and the latest moves in gold, silver, and Bitcoin. Tune in for data-driven market insights and key trends setting the stage for what could be a powerful Q4!

    VRA Podcast: Dovish Inflation Data. Leadership Points to a Melt-up Into Midterms - Kip Herriage - August 13, 2026

    Play Episode Listen Later Aug 13, 2026 28:51


    In today's energized episode, Kip Herriage recaps the latest market action and dives into why he sees nothing but bullish signals for investors right now. From breaking down the ongoing divergence between bearish sentiment and all-time-high stock prices, to calling out top contrarians like Michael Burry, Kip examines everything from the rebound in private credit stocks to the melt-up potential heading into the midterms. You'll hear about the strength in small caps, steady economic growth, what the latest disinflation data means, and why contrarian investors should be wary of “groupthink” economics. Tune into today's podcast to learn more.

    VRA Podcast: All-Time Highs, Inflation Data, and the Broadening Bull Market - Tyler Herriage - August 12, 2026

    Play Episode Listen Later Aug 12, 2026 20:57


    In today's episode, Tyler breaks down a whirlwind day in the markets driven by the latest CPI inflation data and what it means for future rate hikes and yields. He digs into stunning Q2 earnings results, highlights the overwhelming strength in semiconductors and industrials, and explains why the so-called “AI bubble” is nothing like the dot-com era. Plus, Tyler breaks down why all-time highs are opportunities, not dangers. Tune into today's podcast to learn more.

    VRA Podcast: The Innovation Revolution: Building Wealth With Stocks, Gold, and Bitcoin - Kip Herriage - August 11, 2026

    Play Episode Listen Later Aug 11, 2026 30:51


    Welcome to the VRA Investing Podcast. On today's episode, Kip Herriage offers a deep dive into the current state of the markets after a quiet trading day. He rewinds to the remarkable parabolic move higher from April to May, contrasts it with summer's market malaise, and discusses the remarkable resilience of major indexes despite sector struggles. Kip Herriage examines international developments—particularly the energy market's shifting dynamics involving Iran—and details how new supply routes are reducing the strategic significance of the Strait. He also lays out why recent market action signals a strengthening rotational bull market, and explains why fundamentals, technicals, and sentiment are aligning for a potential melt-up scenario to year-end.

    VRA Podcast: Market Melt-Up, War Impact, and the Bullish Case for Tech and Precious Metals - Kip Herriage - August 10, 2026

    Play Episode Listen Later Aug 10, 2026 22:08


    Welcome to the VRA Investing Podcast with your host, Kip Herriage. In today's episode, Kip Herriage takes us through the latest market moves, highlighting the return to more reliable trading patterns and a strong rally in interest-rate-sensitive sectors like tech, semiconductors, and precious metals miners. He discusses the global geopolitical landscape, particularly the ongoing war's effect on the markets, and why history favors investing during these periods of uncertainty!

    VRA Podcast: Navigating Market Shifts: The War, Rate Sensitives, and the Melt-Up Opportunity - Kip Herriage - August 7, 2026

    Play Episode Listen Later Aug 7, 2026 25:33


    Welcome back to the VRA Investing Podcast! In today's episode, Kip Herridge takes us through a rollercoaster few months in the markets, sharing candid reflections on how global conflict—specifically, the recent war—upended thematic investment strategies and drove major swings in interest rate-sensitive sectors. Kip Herridge discusses the lessons learned from this turbulent period, breaks down why gold, silver, miners, and semiconductors are now leading the charge in a powerful rebound, and explains why he's optimistic about a market melt-up heading into the year-end and beyond. He also touches on political dynamics, the “three amigos” behind economic policy, and why staying disciplined and humble is key as market momentum turns positive. Whether you've weathered the storm or are just tuning in, this episode is packed with insights and actionable perspectives for investors looking ahead to a strong finish to the year.

    VRA Podcast: Markets Hit All-Time Highs as Yields and Dollar Continue Downward Into Year-End - Tyler Herriage - August 5, 2026

    Play Episode Listen Later Aug 5, 2026 20:30


    Welcome to the VRA Investing Podcast! In today's episode, Tyler Herriage breaks down another eventful market session following a strong start to the week, with the Dow Jones hitting fresh all-time highs and major indexes showing resilience amid choppy trading. Tyler Herriage discusses the ongoing downtrend in yields and the US dollar, what that means for interest rate sensitive names, and why the narrative that only mega-cap stocks are driving the market is falling apart. Also on deck: insights into the current economic landscape, sector performance highlights, the significance of a surging copper price, and updates on gold, oil, and Bitcoin. Plus, an inside look at market sentiment shifts, and a bold forecast for the Dow's path to 100,000 by 2030. Stay tuned for timely analysis, contrarian takes, and actionable investing insights!

    VRA Podcast: The Shakeout Is Over, Melt-Up Starts Now. Breadth Thrust Confirmation - Kip Herriage - August 04, 2026

    Play Episode Listen Later Aug 4, 2026 29:22


    In today's episode, Kip dives into the rollercoaster moves in markets over the last couple of months that has now been followed by another round of all-time highs. He breaks down why, despite recent shakeouts and global turmoil, the fundamentals point toward an ongoing melt-up in equities, backed by record-breaking corporate earnings and massive liquidity on the sidelines.Tune into today's podcast to learn more,

    VRA Podcast: Mega-Cap Surge, Market ATHs, and Earnings Season Beats - Tyler Herriage - August 03, 2026

    Play Episode Listen Later Aug 3, 2026 21:55


    In today's episode, Tyler covers a strong start to the week, from surprising momentum in mega-cap names to double-digit earnings growth, and some fresh all-time highs. We also saw another pivot from Trump on Iran that sent oil prices lower. Tune in as Tyler breaks down the latest on upcoming earnings, the rotational bull market, and why stock resilience continues to defy expectations.

    VRA Podcast: Market Snapback, Q2 Earnings, and Bullish Opportunities Ahead - Tyler Herriage - July 30, 2026

    Play Episode Listen Later Jul 30, 2026 24:41


    In today's episode, Tyler focuses on the market's strong rebound following six consecutive down sessions for the NASDAQ, driven largely by impressive Q2 earnings reports from tech giants like Microsoft, Apple, and Amazon. One concept Tyler discusses is the comparison of the current bull market to the historic 1995-2000 dot-com melt-up, highlighting that while recent pullbacks have stirred fear and negative sentiment, the underlying fundamentals remain robust.

    VRA Podcast: Market Volatility, Fed Decisions, and the Impact of Geopolitics on Investing This Week Kip Herriage - July 29, 2026

    Play Episode Listen Later Jul 29, 2026 27:34


    Welcome to the VRA Investing Podcast. In today's episode, the conversation focused on a volatile Fed day and the challenges facing markets amid ongoing geopolitical tensions, especially the conflict with Iran. A key theme that emerged was the shift in Federal Reserve strategy under Kevin Warsh, with an emphasis on data-driven decisions and a reduction in forward guidance, in stark contrast to the Fed's past approach. The discussion explored the resilience of the U.S. economy and corporate earnings, even as momentum and tech stocks have faced sharp declines and investors confront heightened uncertainty. Several points were raised, including the potential impact of energy prices, the timing of possible buying opportunities in oversold sectors like semiconductors and the NASDAQ 100, and how historical lessons from previous bull markets should inform investor strategy in the current environment. As markets await clarity on the war and the potential for capitulation events, the episode offers perspective on navigating volatility and embracing the innovation revolution driving the next phase of growth.

    VRA Podcast: Market Meltdown or Buy Opportunity? Kip Herriage on War, Tesla, and Sector Winners Kip Herriage - July 24, 2026

    Play Episode Listen Later Jul 24, 2026 24:56


    Welcome to the VRA Investing Podcast with your host, Kip Herriage. In today's episode, Kip Herridge breaks down a challenging week in the markets, exploring why the current environment feels so tough for investors—despite major indices still being up for the year. He discusses the dramatic pullbacks hitting high-flying stocks, lessons learned from past market corrections like the dot-com bubble, and what the current “capitulation” sentiment could signal for the next big market move.

    VRA Podcast: Market Pullback, Earnings Beats, and the Innovation Cycle - Tyler Herriage - July 23, 2026

    Play Episode Listen Later Jul 23, 2026 23:19


    In today's episode, Tyler focuses on navigating a turbulent day in the markets, highlighting widespread declines across major indexes, including losses among the Magnificent 7 tech stocks. He highlights the importance of perspective during market pullbacks, especially as key sectors and select semiconductor names showed relative strength despite the downturn. Tune into today's podcast to learn more.

    VRA Podcast: Tesla Earnings, Market Patience, and the Next Big Bull Run Kip Herriage - July 22, 2026

    Play Episode Listen Later Jul 23, 2026 31:03


    Welcome back to the VRA Investing Podcast! In this episode, Kip Herriage dives into a busy market day, fueled by the latest Tesla earnings call and major moves across key stocks and commodities. Kip Herriage shares insights from owning Tesla since its early days, discusses why patience and discipline pay off with volatile stocks, and explains the importance of dollar-cost averaging—drawing inspiration from Peter Lynch. You'll hear a breakdown of Tesla's unique challenges and opportunities, reflections on market sentiment around energy, gold, and tech giants like Google and Nvidia, and exclusive thoughts on the broader geopolitical climate, including major developments in the Middle East and their impact on oil and markets. Get ready for a packed episode filled with actionable takeaways and bold predictions for investors navigating these turbulent times.

    VRA Podcast: Market Resilience, Iran War, and the Innovation Revolution: Navigating Today's Top Investment Trends - Kip Herriage - July 21, 2026

    Play Episode Listen Later Jul 21, 2026 24:20


    Welcome back to the VRA Investing Podcast! In today's episode, Kip Herridge returns from a quick trip to Las Vegas, sharing stories from Wayne Allyn Root's lively birthday celebration and the legendary Piero's Italian restaurant. Shifting gears, Kip Herridge dives into the market's recent moves, connecting investor sentiment to geopolitical tensions—especially the Iran conflict, and explaining why the war's impact on oil prices and yields remains the dominant market force. He breaks down why strong corporate earnings, improving liquidity signals like Bitcoin and semiconductors, and the ongoing innovation revolution mean the bull market still has legs. Tune in to get Kip Herridge's take on why market dips are buying opportunities, the importance of trend-following, and why there's plenty of fuel for long-term growth ahead.

    VRA Podcast: Rotational Bull Market Strength. Market Fear vs. Generational Bull Rally - Tyler Herriage - July 16, 2026

    Play Episode Listen Later Jul 16, 2026 17:03


    In today's episode, Tyler dives into the latest market action, where despite some red on the major indexes, there's a wave of strength beneath the surface across sectors and internals. Tyler explores why fear persists in this “rotational bull market,” breaks down key earnings from major global players like Samsung and TSMC, and shares his bullish perspective on tech, semiconductors, and the broader generational bull market. 

    VRA Podcast: Parabolic Move Ahead Why Markets Are Set for a Major Year-End Rally - Kip Herriage - July 15, 2026

    Play Episode Listen Later Jul 15, 2026 28:58


    Welcome to the VRA Investing Podcast, where host Kip Herriage breaks down a whirlwind day in both the markets and global politics. In today's episode, Kip dives deep into market sentiment, highlighting why he believes we're on the verge of a major melt-up driven by recent events in Iran and the shifting winds of U.S. monetary policy. He shares contrarian insight on why inflation fears are overblown, why interest rates are unlikely to go higher, and how one key decision could fuel a major year-end rally. Kip also reflects on past presidents, sets the stage for what investors should watch for in the coming months, and gives a quick look at sector performance, commodities, and his favored areas of the market right now. Tune in for clear-headed optimism, actionable takeaways, and a grounded perspective on navigating today's markets.

    VRA Podcast: Bull Flag Breakouts and the Exponential Age: Where Markets and Innovation Are Headed Next - Kip Herriage - July 14, 2026

    Play Episode Listen Later Jul 14, 2026 33:00


    Welcome to another episode of the VRA Investing Podcast with your host, Kip Herriage. In today's episode, Kip Herriage dives into why the past month's market consolidation is setting the stage for a powerful breakout, driven by what he calls the "bull flag" patterns appearing across major indexes. He unpacks the latest CPI inflation numbers, the promise of real-time data through truflation, and why the Federal Reserve could be on the verge of a major policy shift toward rate cuts.

    VRA Podcast: Optimism in the Markets: Contrarian Insights on Iran Tensions, Oil Prices, and Bull Flags - Kip Herriage - July 13, 2026

    Play Episode Listen Later Jul 13, 2026 25:05


    Welcome to the VRA Investing Podcast with your host, Kip Herriage. In today's episode, Kip Herriage unpacks a topsy-turvy start to the market week, sharing his contrarian perspective on breaking geopolitical news—especially renewed conflict involving Iran and its impacts on oil prices and the broader market. He dives into why the headlines might not tell the full story, examines the resilience and unique rotations happening beneath the surface of US equity indexes, and previews the major economic events and earning reports shaping this pivotal week. Whether it's the rumored national security address from President Trump, the latest moves in the energy sector, or the outlook for interest rate-sensitive stocks, Kip Herriage brings clear-eyed analysis and actionable insights for investors navigating today's uncertainty. Stay tuned for strategies, market signals, and key data points to watch as the week unfolds.

    VRA Podcast: Nasdaq and Semis Lead Rebound: Insights Ahead of Q2 Earnings - Tyler Herriage - July 9, 2026

    Play Episode Listen Later Jul 9, 2026 31:58


    Welcome to the VRA Investing Podcast! In today's episode, Tyler Herriage breaks down the latest rebound in the markets after a volatile stretch, with a special focus on tech and semiconductor leadership. We'll explore what's driving the turnaround, why the so-called “AI bubble” is fundamentally different from the dot-com era, and how insider activity and major fund flows are shaping the market's next move. Plus, get insights on market internals, sector performance, commodity trends, and what to expect as we head into Q2 earnings season. Whether you're a seasoned investor or just getting started, Tyler Herriage brings you timely analysis and actionable takeaways to help you navigate today's fast-moving markets. Let's dive in!

    VRA Podcast: Why This Bull Market Is Far From Over and Pullbacks Are Opportunities - Kip Herriage - July 8, 2026

    Play Episode Listen Later Jul 8, 2026 33:47


    The conversation focused on a dramatic day in the markets, with early morning war news triggering sharp declines in futures before a surprising midday recovery, particularly in the NASDAQ and semiconductor sectors. One concept discussed was the resilience and long-term outlook of thematic investing, emphasizing the role of an ongoing innovation revolution in fueling a generational bull market. A key theme that emerged was investor sentiment—highlighting recent bearishness and concerns over market bubbles—contrasted with historical patterns of market rotation and sector leadership.

    VRA Podcast: Market Rotation, Q2 Earnings, and Fed Minutes. Are Rate Cuts on the Horizon? - Tyler Herriage

    Play Episode Listen Later Jul 7, 2026 27:01


    In today's episode, Tyler dives into a post-holiday market recap and looks ahead to the upcoming Q2 earnings season, including a standout report from Samsung and what it means for the semiconductor sector. He also discusses the latest on Federal Reserve policy under Kevin Warsh's leadership, explores key market sentiment indicators, and breaks down the continuing narratives around AI and energy. Tune into today's podcast to learn more.

    VRA Podcast: Gold, Silver, and Bitcoin: Positioning for the Next Market Wave - Kip Herriage - July 6, 2026

    Play Episode Listen Later Jul 6, 2026 29:35


    Welcome to the VRA Investing Podcast with your host, Kip Herriage. In today's episode, Kip Herriage dives into the state of the markets as we come off a strong close for the Dow Jones, breaking all-time highs above 53,000, despite entering the typical summer trading lull. He breaks down the market's resilience, discusses why fears over additional Federal Reserve rate hikes are misplaced, and explains the growing evidence for lower inflation and interest rates ahead.

    VRA Podcast: Central Banks Align on New Inflation Strategies - Tyler Herriage - July 1, 2026

    Play Episode Listen Later Jul 1, 2026 17:46


    In today's episode, Tyler recaps a dynamic day in the markets following a run of all-time highs and some notable volatility. We dive into new developments at the Federal Reserve, as Kevin Warsh steps into the spotlight alongside global central bankers at an influential event in Portugal. Tyler Herriage unpacks fresh inflation data from the EU, the evolving approach to economic measurements, and what this shift means for investors. Plus, we'll walk through sector performances, highlight standout moves among commodities and cryptocurrencies, and discuss why recent changes signal optimism for both U.S. and global markets. Stick around for all the in-depth analysis and actionable insights you need to close out your trading day! Tune into today's podcast to learn more

    VRA Podcast: Dow Jones All-Time High, and Semis Surge in First Half of 2026 - Tyler Herriage - June 30, 2026

    Play Episode Listen Later Jun 30, 2026 25:19


    In today's episode, Tyler recaps a fantastic Q2 for our markets and gives a glimpse into what we can expect for the second half of 2026. He covers another round of all-time highs from the Dow, and dives into the latest on money supply, liquidity, and why this environment still favors owning inflationary assets. Tune into today's podcast to learn more.

    VRA Podcast: July Melt Up: Why Seasonality and Macro Trends Signal a Market Rally Ahead - Kip Herriage - June 29, 2026

    Play Episode Listen Later Jun 29, 2026 44:06


    Welcome to the VRA Investing Podcast with Kip Herriage! In today's episode, Kip Herriage dives into the current state of the markets as we head into a holiday-shortened week, sharing insights on seasonality and why July could be a breakout month for investors. You'll hear why Kip Herriage believes the so-called “June swoon” is setting up for a July melt-up, why macro trends—and not just algorithms—are key, and the contrarian strategies that have helped him beat the market over his 40-year career. He'll break down the risks and opportunities he sees in interest-rate-sensitive stocks, the significance of small caps leading the charge, and why recent market action might be signaling a major turn ahead. Plus, get Kip Herriage's bullish outlook on gold, Bitcoin, and Tesla, including why Tesla's upcoming robotaxi announcement could spell big trouble for its competitors. Stay tuned as Kip Herriage cuts through the noise, challenges mainstream financial narratives, and helps you position for what could be a game-changing second half of the year.

    VRA Podcast: Bullish Insights Amid Market Fear and Manipulation - Kip Herriage - June 26, 2026

    Play Episode Listen Later Jun 26, 2026 24:49


    In today's episode, Kip addresses recent market turbulence and rising investor anxiety, sharing insights gathered from listener emails and the VRA system's continued bullish signals. He dives into the current environment of media-driven fear, political manipulation, and market negativity, and explains why, despite the noise, both technicals and fundamentals are pointing to a generational bull market ahead. Expect a breakdown of sector rotations, coming opportunities in interest rate-sensitive stocks, gold, silver, miners, and Bitcoin, as well as perspective on how politics and global sentiment are shaping market movements as we head into July 4th and the midterms. If you're concerned about your portfolio, this episode is packed with analysis, contrarian wisdom, and the case for staying bullish as the next market melt-up approaches. Tune into today's podcast to learn more. 

    VRA Podcast: Meltdown or Melt-Up: Why Contrarian Investors Stay Bullish This July - Kip Herriage - June 25, 2026

    Play Episode Listen Later Jun 25, 2026 29:50


    Welcome to the VRA Investing Podcast with your host, Kip Herriage. In today's episode, Kip Herriage breaks down why he believes we are at a pivotal turning point for the markets—a moment he calls the beginning of a “rug pull” for the old school Federal Reserve thinkers and mainstream media skeptics. He challenges the prevailing narratives around inflation, interest rates, and Fed policy, highlighting how modern data tells a very different story than what you're hearing on TV. Kip Herriage dives into the bullish trends emerging across small caps, housing, and semiconductors, making the case for a major market move higher as we head into July. He also covers gold, the dollar, and the big-picture forces driving the current economic expansion—while laying out why now may be the perfect time for contrarians to capitalize. Get ready for an insightful, data-driven look at where smart investors should focus in the weeks ahead.

    VRA Podcast: The Truth Behind Today's Moves, and the Market's Next Big Leaders - Kip Herriage - June 24, 2026

    Play Episode Listen Later Jun 24, 2026 35:50


    In today's episode, Kip takes a deep dive into a truly unusual day in the financial markets. From action in our major indexes to fears of inflation's return, Kip will break down the counterintuitive moves we're seeing across asset classes. Plus, don't miss Kip's thoughts on oil's future, the “three amigos” guiding monetary policy, and what to watch in tomorrow's PCE inflation data.

    VRA Podcast: Market Shakeout and Bull Traps: VRA Insights on Oil, Dollar, and Thursday's Big Move - Kip Herriage - June 23, 2026

    Play Episode Listen Later Jun 23, 2026 34:19


    Welcome to the VRA Investing Podcast. In today's episode, Kip Herridge breaks down a turbulent day on Wall Street, where the NASDAQ suffered a significant drop, while small caps and the Dow fared better. Kip Herridge explores the forces behind these counter-trend moves in markets, oil, and the US dollar, and makes a bold prediction about a coming “rug pull” that could send interest rate-sensitive assets soaring. He discusses why he believes current narratives about inflation and rising rates don't make economic sense, previews key upcoming inflation data, and shares his outlook on sectors like tech, housing, gold, and favorites like Tesla. Whether you're a seasoned investor or just getting started, tune in as Kip Herridge shares his insights on market rotation, portfolio strategy, and the potential for a powerful rally just around the corner.

    VRA Podcast: Why Inflation Is Dying and the Bull Market Is Just Getting Started - Kip Herriage - June 22, 2026

    Play Episode Listen Later Jun 22, 2026 55:57


    Welcome back to the VRA Investing Podcast! In today's episode, Kip Herridge shares his optimistic outlook on the markets, reflecting on his personal journey and the lessons learned from his Wall Street mentors. He dives deep into the shifting landscape of the Federal Reserve, inflation trends, and why he believes we're just at the beginning of a generational bull market. From the impact of the millennial generation and technological innovation to the changing tides in global politics and massive liquidity in the financial system, Kip Herridge breaks down the reasons behind his high-confidence, contrarian investment calls. Tune in for insights on interest rates, the strength of semiconductors, opportunities in housing, the role of animal spirits, and bold forecasts for stocks, bitcoin, and Tesla. Whether you're a seasoned investor or just getting started, this episode promises a timely and energizing look at the forces shaping today's markets.

    VRA Podcast: Small Caps Signal Broadening Bull Market - Kip Herriage - June 15, 2026

    Play Episode Listen Later Jun 15, 2026 21:35


    In today's episode, Kip recaps an eventful Monday, highlighting major market moves, the latest updates from the New York Stock Exchange floor, and breaking news on the Iran deal that's shaking up oil markets. He dives deep into investor sentiment, explains why recent volatility signals we're still in the early innings of a powerful bull market, and makes the case for why small caps could be the market's next leaders. Plus, get Kip take on sector rotations, the bullish case for gold, silver, and miners, as well as the latest on Bitcoin and an emerging cryptocurrency he believes could have Bitcoin-like upside. Whether you're a seasoned investor or just getting started, this episode is packed with insights you won't want to miss. Tune into today's podcast to learn more. 

    VRA Podcast: SpaceX IPO - Market Impact and America's Trillionaire Future - Kip Herrigae - June 12, 2026

    Play Episode Listen Later Jun 12, 2026 38:16


    In today's episode, Kip dives into a jam-packed week on Wall Street, headlined by the historic SpaceX IPO and what it signals for the ongoing bull market. From on-the-ground insights at the New York Stock Exchange to the parallels between today's market and the dot-com era, Kip explores why the cycle is still in its early stages, explains the powerful forces behind market movements—including war, liquidity, and algorithmic trading—and offers his trademark optimism for what's ahead. You'll also hear Kip take on America's exceptionalism, the unprecedented government investments in innovation and technology, and why he believes now is one of the most exciting and opportunistic times to be an investor. Plus, he'll break down the latest trends in rates, housing, gold, and Bitcoin, and share personal reflections on mindset and gratitude for navigating today's markets. Tune into today's podcast to learn more. 

    VRA Podcast: Market Resets, War Tells, and Bullish Trends - Kip Herriage - June 11, 2026

    Play Episode Listen Later Jun 11, 2026 38:33


    In today's episode Kip dives deep into the factors driving this major turnaround. Kip explores the latest developments from the Oval Office—highlighting President Trump's new deal with Iran and its immediate impact on oil prices, interest rates, and the US dollar. We'll discuss the dramatic bounce in gold, silver, and miners, the significance of algorithm-driven trading during volatile times, and why these moves could signal a powerful reset in the markets. Kip breaks down why the primary trend for oil, rates, and the dollar may now be headed lower, what that means for interest-rate sensitive sectors, and shares personal investing lessons learned through challenging cycles. Plus, we touch on exciting IPO news, updates on Tesla's self-driving tech, and why certain market sectors—especially small caps and gold miners—might be setting up for explosive upside. Tune into today's podcast to learn more. 

    VRA Podcast: SpaceX IPO, Mars Colony Goals, and Investor Sentiment - Tyler Herriage - June 9, 2026

    Play Episode Listen Later Jun 9, 2026 23:08


    In today's episode, Tyler breaks down a volatile market session shaped by geopolitical tensions, including an escalating Iranian conflict and a high-profile True Social post from Donald Trump. You'll hear key insights on what's happening under the surface of the markets, the resilience of the semiconductor sector despite heavy selling, and a dive into sentiment indicators that may surprise you. Tyler also shares his perspectives on the upcoming midterms, why political certainty matters to markets, and delivers an exciting update on SpaceX and its ambitious plans for Mars colonization. Plus, get the latest on sector performance, the Fear & Greed Index, and what the data means for investors looking ahead to the end of the year. Stay tuned for a well-rounded analysis and the contrarian moves shaping today's market landscape. Tune into today's podcast to learn more.

    VRA Podcast: Bull Market Resilience: Tesla Gains, IPO Buzz, and Key Stats After Friday's Drop Tyler Herriage - June 8, 2026

    Play Episode Listen Later Jun 8, 2026 20:37


    Welcome to another episode of the VRA Investing Podcast with your host, Tyler Herriage. In today's show, Tyler Herriage breaks down the strong start to the week for the markets, following a tough sell-off last Friday—the worst day of the year so far for the S&P 500. He discusses why there's no need to panic, sharing historical stats that reinforce this bull market's staying power and why short-term dips are just part of the journey. We'll cover major headlines like Tesla's surge on the back of big news from their newest major investor—the “Chinese Warren Buffett”—as well as what's heating up in the IPO world with OpenAI's recent filing. Tyler Herriage will review key index moves, sentiment readings, sector highlights, internals, and commodities including Bitcoin and notable winners like Galaxy Digital. Plus, he touches on practical investment strategies, the outlook for VRA's favorite “10 bagger” stocks, and why now could be a generational opportunity for retail investors. Stay tuned for all the essential stats, stories, and actionable insights from today's market action!

    VRA Podcast: Market Panic or Buying Opportunity? Friday's Shakeout Explained - Kip Herriage - June 5, 2026

    Play Episode Listen Later Jun 5, 2026 22:48


    In today's episode, Kip breaks down a turbulent Friday in the markets, where a brutal selloff sent shockwaves through major sectors but also revealed underlying signals of opportunity. From a rare 39% spike in the VIX to sharp declines in semiconductors, gold, and bitcoin, Kip explores why volatility is the true price of admission in bull markets and why panic selling may be the biggest mistake investors can make right now. With insights on recent jobs data, upcoming IPOs, and critical market indicators, this episode is packed with the actionable analysis and contrarian perspective you need to navigate today's market chaos and prepare for the opportunities ahead. Tune into today's podcast to learn more

    VRA Podcast: Broadening Bull Market. Why It's Not Just the Mag 7 Driving Gains - Tyler Herriage - June 04, 2026

    Play Episode Listen Later Jun 4, 2026 23:45


    In today's episode, Tyler breaks down a record-setting day in the markets, with the Dow Jones and other major indexes hitting all-time highs. He discusses current market trends, the breadth expansion, and the rotation of this bull market, highlighting the persistent strength beyond the headline-making “Magnificent Seven” stocks. Tune into today's podcast to learn more. 

    VRA Letter: Bull Market Strength: Semis Lead, SpaceX IPO Buzz, and Tesla's Autonomous Future - Kip Heriage - June 3, 2026

    Play Episode Listen Later Jun 3, 2026 27:25


    Welcome back to the VRA Investing Podcast! It's a jam-packed Wednesday as Kip Herriage returns after three days away with an in-depth market update. Today, Kip Herriage breaks down the end of the market's nine-day winning streak, why he believes this is a "buy the dip" moment, and how the VRA System signals there's plenty of room left in this powerful, long-lasting bull market. He covers headlines from a parabolic surge in semiconductors and AI stocks, to the impact of global events on oil and rates, and the market's anticipation for the SpaceX IPO. On the company front, we get updates on Tesla's breakthrough robo-taxi rollouts in Austin and promising news for Lost Soldier investors. Kip Herriage also unpacks the latest in Bitcoin volatility, gold and miners, and why retail investors may be selling the recovery short. Strap in for a fast-moving, insight-packed episode that puts the week's major financial headlines into sharp focus!

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