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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


    • Jul 16, 2026 LATEST EPISODE
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    Latest episodes from Vertical Research Advisory

    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!

    VRA Podcast: Markets at All-Time Highs, What's Next for Investors? - Tyler Herriage - June 2, 2026

    Play Episode Listen Later Jun 2, 2026 32:07


    In today's episode, Tyler returns after a brief break, sharing some personal updates and reflecting on recent conversations about the markets. As we kick off June with another phenomenal week, three out of the four major market indexes have hit all-time highs, reinforcing the ongoing strength of this bull market. Tyler dives into why these new highs signal more opportunities ahead, addresses common concerns about investing at all-time highs, and unpacks the powerful fundamentals driving today's market—ranging from the innovation revolution to changes at the Federal Reserve and the unprecedented ocean of liquidity still waiting on the sidelines. Whether you're a seasoned investor or just starting out, this episode offers valuable perspectives, actionable stats, and an optimistic outlook for the months ahead. Tune into today's podcast to learn more. 

    VRA Podcast: Bull Market Strategies and the Coming Melt Up: Gold, Miners, and SpaceX IPO Insights - Kip herriage - May 29, 2026

    Play Episode Listen Later May 29, 2026 40:08


    Welcome to the VRA Investing Podcast, where Kip Herridge brings you expert insights on navigating today's dynamic market landscape. In this episode, Kip Herridge explains the power behind the ongoing bull market, sharing why he believes we're witnessing a generational opportunity for wealth creation that could last well into the 2030s. He breaks down the current market trends—from the surge in interest-rate sensitive stocks and the upcoming SpaceX IPO, to high-conviction plays in gold, silver, and mining sectors. You'll also hear Kip Herridge's strategic advice on building and managing long-term portfolios, handling flatlining stocks, and why patience—paired with dollar cost averaging—remains a key to investing success. Whether you're a seasoned investor or just getting started, this episode is packed with practical takeaways to help you capitalize on today's market momentum.

    VRA Podcast: Next Two Weeks Could Be Explosive for Investors - Kip Herriage - May 28, 2026

    Play Episode Listen Later May 28, 2026 37:12


    In today's episode, Kip breaks down another historic day for the markets, with all four major indexes hitting back-to-back all-time highs—a first for the year. Kip dives into why "new highs beget new highs," analyzing textbook bull market action and what could be a truly "divine" couple of weeks ahead for investors. He covers key topics like the importance of real-time economic data, the pitfalls of relying on outdated government reports, and the strength of interest rate-sensitive sectors like tech, small caps, and gold miners. Kip also explores the impact of the upcoming SpaceX IPO, the potential for a market melt-up, and why the current bull market could be the most explosive of his career. Tune in as he shares actionable insights, bold predictions, and the contrarian mindset that drives VRA's investment strategy.

    VRA Podcast: Election Blowouts, Economic Booms, and All-Time Market Highs Explained - Kip Herriage - May 27, 2026

    Play Episode Listen Later May 27, 2026 42:46


    Welcome back to the VRA Investing Podcast! In today's episode, Kip Herridge brings an energetic recap of a busy Wednesday—covering everything from Texas politics and prediction markets to the current state of the U.S. economy and the stock market's latest all-time highs. Kip Herridge discusses the recent blowout election results in Texas and unpacks why he believes prediction markets like Kalshi are offering "easy money" opportunities, despite what traditional polls suggest. He also dives into why inflation fears may be overblown, the contrarian wisdom that drives his investment strategies, and why now may be one of the best times in history to be a bullish, optimistic investor. Plus, look out for thoughts on the upcoming SpaceX IPO, the potential for a Tesla-SpaceX merger, and actionable notes on gold, oil, and bitcoin. Stay tuned for insights, forecasts, and contrarian takes grounded in decades of experience navigating Wall Street and Main Street alike.

    VRA Podcast: Markets Hit All-Time Highs Amid Post-Holiday Optimism - Tyler Herriage - May 26, 2026

    Play Episode Listen Later May 26, 2026 26:43


    In today's episode, Tyler kicks off the week by honoring America's servicemen and women following Memorial Day, then dives straight into the latest market action. From new all-time highs across major indices—including small caps, the Nasdaq, and the S&P 500—to insights on money supply, inflation, interest rates, and standout performances in both tech and commodities, Tyler delivers the essential recap for everyday investors. Whether you're a veteran listener or tuning in for the first time, get ready for timely analysis and actionable highlights to help you stay ahead in today's fast-moving markets. Tune into today's podcast to learn mroe. 

    VRA Podcast: Memorial Day Market Recap: Fear, War, and Unstoppable Stock Growth - Kip Herriage - May 22, 2026

    Play Episode Listen Later May 22, 2026 32:01


    Welcome to the VRA Investing Podcast with Speaker A, bringing you the latest market insights on this Good Friday afternoon. As we head into a long Memorial Day weekend, Speaker A recaps a remarkable week on Wall Street, with the S&P 500 achieving its eighth consecutive weekly gain and the NASDAQ not far behind. In this episode, you'll hear about the strong fundamentals powering the market, including surging earnings growth, record GDP projections, and the momentum behind small caps and semiconductors.

    VRA Podcast: Strong Economy, Fearful Investors, & Why We're Still Buying the Dip – Tyler Herriage - May 21, 2026

    Play Episode Listen Later May 21, 2026 30:56


    In this episode of the VRA Podcast, Tyler Herriage explains why investor sentiment is still fearful even as economic data, earnings, and GDP estimates point to a strong U.S. economy. He breaks down what today's market action means for long‑term investors, how the VRA Investing System helps identify buying opportunities, and why disciplined dollar‑cost averaging and “buying the dip” remain central to taking advantage of this ongoing bull market.

    VRA Podcast: Beating the Perma Bears & Market Insights for Investors - Kip Herriage - May 20, 2026

    Play Episode Listen Later May 20, 2026 24:05


    In today's episode, Kip breaks down an action-packed day in the markets following a turbulent three-day stretch. Tune in as we discuss the psychological toll of market negativity, why dips continue to present opportunities, and the outsized role of innovation in propelling the next leg of this bull market. We'll dive into Nvidia's blockbuster earnings, the strategic positioning of VRA's interest rate sensitive portfolio, and the latest movements in gold, silver, and miners. Plus, Kip offers insights into why the “innovation revolution” and a coming Trump economic miracle could mean years of growth ahead for investors—and why the rest of 2026 is shaping up to be truly special on Wall Street. Tune into today's podcast to learn more. 

    VRA Podcast: Market Pullback and Bullish Outlook: Fed, Yields, and Nvidia Earnings Preview - Tyler Herriage - May 19, 2026

    Play Episode Listen Later May 19, 2026 16:36


    Welcome to the VRA Investing Podcast! On today's episode, Tyler Herriage recaps a dynamic start to the week for the markets, reflecting on the impressive gains since the March 30th lows while also diving into the current pullback across major indexes. He explores key topics including the recent moves in yields, the US dollar, and oil prices, plus expectations for Nvidia's upcoming earnings and their potential impact on market sentiment. Tyler Herriage also addresses the “sell in May and go away” adage, provides insight into the rotational strength of this bull market, discusses bullish outlooks for commodities such as gold and bitcoin, and highlights why the VRA team remains confident in ongoing innovation-driven growth. Stick around for expert analysis, market sector updates, and the latest on commodities—all wrapped up with a brisk, insightful commentary to help guide your investing decisions.

    VRA Podcast: Why We Won't Short This Bull Market - Kip Herriage - May 18, 2026

    Play Episode Listen Later May 18, 2026 16:56


    In today's episode, Kip dives into the whirlwind market action following a volatile overnight session, discussing how sharp drops in the futures market turned on a dime thanks to positive war developments. Speaker A breaks down the resilient "smart money hour" rally, key earnings updates—especially the much-anticipated Nvidia report—and why extreme market reactions are actually textbook bull market behavior. You'll also get the latest forecast on GDP growth, insight into the Federal Reserve's next moves under new leadership, and how rotational strength in market sectors continues to drive this unique bull market forward. Whether you're an active trader or a long-term investor, tune in as Kip unpacks what's moving markets, what's ahead for rates and commodities, and why these dips may just be prime buying opportunities. Tune into today's podcast to learn more. 

    VRA Podcast: Market Hits All-Time Highs as Red Hot IPO Market Surges - Tyler Herriage - May 14, 2026

    Play Episode Listen Later May 14, 2026 30:21


    Welcome back to the VRA Investing Podcast! In today's episode, Speaker A breaks down another thrilling day on Wall Street with major indexes and key sectors hitting fresh all-time highs. We dive into the red-hot IPO market, spotlighting the explosive debut of Sarabros—a company at the cutting edge of the semiconductor space—and what its success signals for future IPO activity. Speaker A also explores why today's bull market may just be getting started, drawing comparisons to the legendary ‘90s dot-com melt up.

    VRA Podcast: Is Inflation Back? We Don't See It — CPI, Yields, & The New Fed - Tyler Herriage - May 12, 2026

    Play Episode Listen Later May 12, 2026 29:40


    In today's episode, Tyler breaks down the latest CPI print and explains why a short‑term uptick doesn't mean inflation is back. He walks through yields, the newly configured Fed, and how energy and geopolitics are driving the headlines. We'll also discuss why the bull market shows no signs of slowing, the role of innovation and technology in keeping inflation at bay, and why record liquidity on the sidelines could fuel markets even higher.

    VRA Podcast: Panic Buying Continues in 2026's Bull Market - Kip Herriage - May 11, 2026

    Play Episode Listen Later May 11, 2026 35:14


    In today's episode, Kip recaps Monday's market action and dives into the ongoing “panic buying” phenomenon that's driving this generational bull market. He discusses the wall of worry investors are still climbing, the remarkable undercurrent of fear keeping billions sidelined, and why there's still plenty of room for markets—especially the Nasdaq and Tesla—to run. Kip explains how indicators in tech, AI, cryptocurrencies, and commodities like gold and silver signal a broader, long-lasting innovation revolution. Plus, get his thoughts on the global backdrop, the impact of fiscal stimulus, and the budding AI IPO craze. Whether you're bullish, cautious, or still on the sidelines, this episode is packed with key insights to help you stay ahead in today's rapidly evolving market. Tune into today's podcast to learn more.

    VRA Podcast: Staying Locked In for the Bull Market: Winning IPOs, Tesla, and Megatrends - Kip Herriage - May 8, 2026

    Play Episode Listen Later May 8, 2026 37:52


    Welcome back to the VRA Investing Podcast! In today's episode, Kip Herriage breaks down the current state of the bull market as the S&P 500 and NASDAQ notch new all-time highs. He reflects on the accuracy of VRA's long-term market forecasts, dives into why this era of innovation goes beyond just the AI boom, and previews changes coming to the VRA approach—including new focus on opportunistic IPO trading. Kip Herriage also shares lessons learned from the dot-com era, offers bullish insights on Tesla and Nvidia, and calls out lingering market bearishness as a powerful buy signal. Tune in for analysis on market cycles, trends in commodities like gold and bitcoin, and a candid look at why the economic growth story is just getting started.

    VRA Podcast: Parabolic Markets, Mega Cap Earnings & Where Opportunity Lies - Tyler Herriage - May 7, 2026

    Play Episode Listen Later May 7, 2026 21:49


    In today's episode, Tyler takes you through the latest developments in the markets after a parabolic move to fresh all-time highs, even as we see a brief pause with some red on the screen. Get ready for a fast-paced ride through earnings season highlights, sector analysis, and unique historical comparisons that put today's market into perspective. Tyler breaks down why disciplined investing, understanding overbought conditions, and keeping an eye on the leadership of mega cap tech are key to navigating this market. Plus, learn why money supply growth, investor sentiment, and animal spirits may signal that the real party in the markets is just getting started. Whether you're a seasoned listener or new to the VRA, buckle up as we explore where the biggest opportunities lie and why it's not too late to join this bull run. Tune into today's podcast to learn more.

    VRA Podcast: How Trump, China Talks, and Fed Changes Are Fueling the Melt-Up Bull Market - Kip Herriage - May 6, 2026

    Play Episode Listen Later May 6, 2026 39:48


    Welcome back to the VRA Investing Podcast with your host, Kip Herriage. In today's episode, Kip Herriage breaks down why he believes we're in the early innings of a powerful, structural bull market. He shares insights on market signals, major asset class moves—like the surges in gold, silver, and the miners—and explains why all-time highs across the S&P 500, Nasdaq, and Russell 2000 are just the beginning. Kip Herriage dives into geopolitical updates, including Trump's pivot on the current conflict and its impact on markets, and lays out his bullish outlook on key sectors—from housing and tech to cryptocurrencies like Bitcoin and the emerging star, BitTensor. Plus, get his take on the Federal Reserve transition, the importance of tokenization, and why the current melt-up phase could generate massive opportunities for investors. Stay tuned for a data-packed, bullish market roadmap you won't want to miss.

    VRA Podcast: Markets Hit All-Time Highs as Semiconductors Go Parabolic - Tyler Herriage - May 05, 2026

    Play Episode Listen Later May 5, 2026 25:23


    In today's episode, Tyler breaks down a powerful move to all-time highs as semiconductors go parabolic to lead the charge. He walks through the latest earnings and what the major indexes are signaling about the strength of this bull market. PLUS, don't miss what history says about what comes next after similar “melt-up” moves. Tune in to hear how he's thinking about positioning, risk, and opportunity as this semiconductor boom accelerates.

    VRA Podcast: Market Tells—Bullish Signs Amid Global Unrest

    Play Episode Listen Later May 4, 2026 22:38


    Welcome back to the VRA Investing Podcast! Today, Kip Herriage takes us through a down day in the markets, driven by renewed tensions in the Middle East and rising interest rates. He'll break down why the VRA system remains bullish, but just shy of a perfect score, and what's needed to push it to new highs. Kip Herriage discusses the interconnectedness of the housing market and interest rates, his bold GDP forecasts, and why he remains unwaveringly optimistic about both the economy and the stock market—even as geopolitical risks linger. Tune into today's podcast to learn more. 

    VRA Podcast: Markets Hit All-Time Highs Amid Tech Earnings and Bullish Momentum - Tyler Herriage - April 30, 2026

    Play Episode Listen Later Apr 30, 2026 25:15


    Welcome to the VRA Investing Podcast! In today's episode, Tyler Herriage is here to break down an eventful day in the markets, celebrating fresh all-time highs across major indexes and sharing insights on the latest earnings from the tech giants. From mega-cap earnings, record-setting rallies, and surprising sentiment indicators, to a closer look at sectors, commodities, and what recent jobless claims mean for market direction—you'll get the full picture on why this bull market is far from over. Tyler Herriage also explores the powerful CapEx trends driving the next wave of U.S. economic growth, discusses why now may be a better time to buy than “sell in May and go away,” and examines why the VRA team remains incredibly bullish despite short-term pullbacks. If you want timely stats, market history comparisons, and reasons to stay optimistic in today's environment, you're in the right place. Let's dive in!

    VRA Podcast: Fed Changes, Big Tech Earnings, and the Early Stage of the AI Revolution - Kip Herriage - April 29, 2026

    Play Episode Listen Later Apr 29, 2026 11:29


    Welcome to the VRA Investing Podcast with your host, Kip Herriage. In today's brisk Wednesday episode, Kip Herriage breaks down a packed afternoon in the markets, covering major moves following the Fed meeting and the latest earnings reports from tech giants Microsoft, Amazon, Meta, and Alphabet. He also previews the upcoming Parabolic Options Program #25 at VRA, shares why he believes we're still in the early innings of the AI boom, and provides his outlook on oil, gold, Bitcoin, and overall market conditions. Tune in for keen insights on market timing, sector analysis, and stock selection as Kip Herriage explains why the market rally has more room to run, which trends to watch, and how to position for what's ahead.

    VRA Podcast: The Pause That Refreshes, Soaring Earnings, & The Oil Must Flow - Tyler Herriage - April 28, 2026

    Play Episode Listen Later Apr 28, 2026 23:16


    In today's episode, Tyler. recaps the latest market action, covering the record-breaking run, including the semiconductor sector's 45% rally since the March 30th lows.  Despite today's pullback, the VRA sees this as a refreshing pause before the next leg higher. We'll also discuss key topics shaping investor sentiment, from oil's rise above $100 a barrel, to tomorrow's highly anticipated earnings reports from the big tech “Mag 7”. Tune into today's podcast for more!

    VRA Podcast: Semiconductor Surge and Market Leadership Trends - Kip Herriage - April 27, 2026

    Play Episode Listen Later Apr 27, 2026 23:08


    In today's episode, Kip recaps a dynamic trading day and breaks down the latest developments shaping the markets. After an impressive 18-day streak, the semiconductor index finally took a breather, yet optimism remains high as Kip analyzes the technical leadership of semis and how their overbought status signals continued market strength. We dive into pivotal news around the Federal Reserve, including an upcoming leadership change, and how this could shape interest rates and economic policy moving forward. Kip also spotlights the week's high-stakes tech earnings—think Microsoft, Amazon, Meta, Alphabet, and Apple—and why these could be the biggest catalysts yet. Tune into today's podcast to learn more

    VRA Podcast: Staying Disciplined in Overbought Markets: Nvidia, Tesla, and Missed Opportunities - Kip Herriage - April 24, 2026

    Play Episode Listen Later Apr 24, 2026 38:14


    Welcome to another episode of the VRA Investing Podcast with your host, Kip Herriage! After a brief break for an exciting due diligence trip to explore a unique private mining company, the VRA team returns with a jam-packed episode covering the latest market developments and insights. This week, Kip Herriage dives into the ongoing front-running of Q1 earnings, highlights a record-breaking streak in semiconductor stocks, and shares bold forecasts for the remainder of the year, including the impact of the innovation revolution on Wall Street.

    VRA Podcast: Why Retail Investors Hold the Edge in Today's Markets - Tyler Herriage - April 21, 2026

    Play Episode Listen Later Apr 21, 2026 26:52


    In today's episode, Tyler recaps the latest moves in the markets after a day in the red for major indexes, uncovering the bright spots that signal continued market strength. He shares insights from a recent appearance on the Schwab Network, weighs in on the impact of recent earnings reports in the defense sector, and discusses why even in pullbacks, opportunities abound for retail investors. Tyler dives into the data, reveals a compelling stat about investing at all-time highs, and reassures listeners that—even if you haven't yet participated in this bull market—it's not too late to get started. Tune in as we break down all the key takeaways, sector trends, and what to watch for in the days ahead. Tune into today's podcast to learn more

    VRA Podcast: Navigating Record Highs: Primary Trends, IPO Mania, and Sector Leaders - Kip Herriage- April 20, 2026

    Play Episode Listen Later Apr 20, 2026 26:22


    Welcome back to the VRA Investing Podcast with your host, Kip Herriage. On today's episode, Kip Herriage dives into the state of the markets after breaking a historic 13-day winning streak for the NASDAQ, yet highlights why bullish primary trends remain firmly in play. He addresses the recent wave of negativity and geopolitical concerns, explains why buying at all-time highs can be an outperforming strategy, and breaks down the evidence for a generational bull market just getting started. You'll hear insights on market sectors, the power of trend following, extreme overbought signals, the impact of upcoming earnings, and bold predictions for the future of stocks, gold, and the U.S. economy. Whether you're a seasoned investor or just starting out, this episode is packed with actionable data and optimism for the road ahead.

    VRA Podcast: History-Making Move Higher. Insights for Investors in Today's Bull Market - Tyler Herriage - April 16, 2026

    Play Episode Listen Later Apr 16, 2026 27:25


    In today's episode, Tyler breaks down a historic day in the markets, with major indexes like the Nasdaq and S&P 500 closing at all-time highs after a powerful rally. After weeks dominated by fear and pullbacks, the markets have turned the corner in breathtaking fashion. The Nasdaq has posted 12 straight days of gains, its longest winning streak since 2009! Tyler also shares insights on why now is still a great time to be invested, the lessons history teaches us about bull markets, and strategies to build real wealth.

    VRA Podcast: Pattern Recognition and the Generational Bull Market - Kip Herriage - April 15, 2026

    Play Episode Listen Later Apr 15, 2026 35:57


    In today's episode, Kip recaps a remarkable day for the markets, especially for the bulls. He explores the power of pattern recognition in trading, drawing on decades of market experience to discuss the importance of repeating market cycles—particularly during periods of volatility and correction. Kip shares his optimism about the structural strength of the U.S. economy, the bullish signals from semiconductors and tech stocks, and why he believes we're at the dawn of a once-in-a-generation bull market fueled by technological innovation. Plus, he dives into actionable ideas, including opportunities in undervalued sectors and momentum plays, highlights from the semiconductor rally, and thoughts on Tesla and crypto as risk-on assets. Stay tuned for a deep dive into market cycles, investment themes, and where Kip Herriage thinks the market is headed next. Tune into today's podcast to learn more. 

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