Vertical Research Advisory

In today's episode, Kip returns after an action packed few weeks, sharing stories from recent travels including an adventurous trip to Alaska and updates from his team's visit to Snowline Gold in the Yukon. Diving straight into the markets, Kip breaks down an exciting day as the NASDAQ, Dow Jones, and S&P 100 all close at new all-time highs, and explores what these bullish milestones mean for investors. Kip tackles the persistent negativity around the market, addressing the latest Bureau of Labor Statistics jobs revisions and why, despite headlines warning of economic slowdown, he remains “utterly amazed” at the ongoing market strength. He revisits the “Trump Economic Miracle,” highlighting the combined power of deregulation, tax cuts, tariffs, and crucially the relentless wave of what he calls the “innovation revolution.” These forces are fueling a generational bull market that is just getting started. Tune into today's podcast to learn more. 

In today's show, Kip breaks down a stellar day on Wall Street, highlighting new all-time highs for the S&P 500 and major moves in sectors like small caps and semiconductors. He digs deep into the market's broadening strength, the powerful wave of liquidity propelling this bull market, and why falling interest rates could be the biggest untold story driving everything higher. Kip also tackles some headline making news from the Federal Reserve, exploring the latest controversy around Governor Lisa Cook and what it could mean for Fed independence and market policy plus what to watch as Trump and his allies look to shake up America's financial system. Tune into today's podcast to learn more.

In today's episode, Kip shares some exciting updates about an upcoming trip to examine one of the hottest gold mining stories in Canada, Snowline Gold and reflects on the remarkable journey this junior miner has taken from 75 cents a share to over $7.20. He takes listeners behind the scenes on VRA's due diligence process, discusses how to spot mining scams, and previews the boots on the ground research coming straight from the Yukon. Kip digs into what sets the VRA community apart, from time stamped portfolio transparency to market beating performance posting returns over three times the S&P 500 so far this year.

In today's episode, Kip returns from an epic Alaskan fishing adventure, recharged and ready to dig into the state of the markets after the long Labor Day weekend. Kip shares personal stories from the Highlands Lodge, recounting how his trip to the wilds of Pelican, Alaska, ended with more than just memories, plenty of salmon, halibut, and unique fish tales in tow. But it's not all leisure. Kip is fired up about the markets, especially precious metals and mining stocks. He breaks down why gold's breakout is just getting started, why mining stocks are misunderstood (and ripe with opportunity), and why he believes gold could see a “Bitcoin-like move” in the years ahead. Kip explains the macroeconomic forces at play, including the possible impact of Trump administration policies and the unprecedented flood of global liquidity, and makes the case for staying bullish even when the bears get loud.

In today's jam-packed episode, Kip covers a significant milestone that began with J Powell's surprisingly dovish speech at the Fed's Jackson Hole meeting, which led to a big rally from the small caps and an All-Time High from the Dow Jones. Tune in for all this and more—including actionable insights on what sectors to watch, where retail investors are leading the charge, and why staying long and strong could be the best move you make this year.

In today's episode, Tyler takes a deep dive into the under-the-hood action shaping today's investing landscape. While we have entered a seasonally weak period of the year, there is plenty of bullish action beneath the surface, from surprising sentiment readings to intriguing breadth expansion. Most notably, he sets aside time for a special discussion on gold—exploring the potential implications of revaluing the U.S. Treasury's gold reserves and what it could mean for both investors and the dollar itself.

In today's episode, Kip dives deep into a volatile August market, unpacking this week's wild swings and what they mean for your portfolio. Despite choppy trading, Kip doubles down on his bullish outlook, arguing that we're still in the very early innings of this bull market. He breaks down why current dips are buying opportunities, shares his strong predictions for year end and 2026, and takes a closer look at the “ocean of liquidity” fueling these moves. Tune into today's podcast to learn more.

In today's episode, Kip breaks down a particularly strange day in the markets, sharing his raw reactions and unique insights. Kip dives into the latest market turbulence highlighting how Bitcoin's decline, tech sector sell-offs, and surprising moves in semiconductors all seem to hint at something brewing beneath the surface, possibly even a leaked speech from Federal Reserve Chairman Jay Powell. Drawing on historical parallels with September 2020 and the power of market seasonality, Kip explores why September can be a brutal month for investors. Tune into today's podcast to learn more. 

In today's episode, Kip breaks down today's market resilience despite this morning's hotter-than-expected PPI inflation data. Investors leaned into the tried and true "buy the dip" mentality, and while we didn't finish positive today, we did finish near the highs of the day. Kip also dives into today's breaking news headlines from the tech sector. Tune into today's podcast ot learn more.

In today's episode, Kip breaks down a dynamic day in the markets, highlighting the powerful rotational moves between major indexes and the signs of a broadening, healthy bull market. Kip shares insights from his 40 year investing career, explaining why he's the most bullish he's ever been and what indicators he's watching like stocks trading above their 50 and 200 day moving averages to gauge the market's strength.

In today's episode, Tyler breaks down today's All-time highs for both the Nasdaq and the S&P 500 after we received better-than-expected inflation data in the CPI print this morning. Tyler takes an in-depth look at the increasing market breadth, surprising levels of bearish sentiment, and shares why there is still plenty of room for growth. Tune into today's podcast to learn more.

In today's episode, Kip kicks off the week with a deep dive into the latest market action following new all-time highs in the NASDAQ and S&P 500. Kip unpacks why so many smart investors struggle to outperform the market, highlighting the dangers of “analysis paralysis” and groupthink driven by mainstream financial media.As we look ahead to a data heavy week, Kip shares his candid thoughts on the upcoming CPI and PPI inflation reports, emphasizing why he doesn't put much stock in government economic data especially with 35% of tomorrow's CPI being guesswork. Instead, he recommends innovative platforms like Truflation for more accurate, real-time insights. Tune into today's podcast to learn more. 

In today's episode, Kip dives into the exciting developments shaking up the market and investor landscape. Beginning with President Trump's headline-making move to allow 401(k) investments into private equity and Bitcoin, and what it means for your portfolio. Kip explains how this will lead to an expansion of liquidity, fueling this bull market. Finally, he explains why America is seeing a return to the "wild west" of free-market capitalism. Tune into today's podcast to learn more. 

In today's episode, Kip takes us through a powerful midweek market wrap. Kip reflects on another strong performance from the markets, diving into the ongoing debate around seasonality, market timing, and why his team at VRA remains bullish despite the cautionary tales from “seasonality bears.” He discusses the importance of a disciplined approach to investing and how systematic monthly dollar cost averaging in their top growth stocks has become a game changer by removing emotion from decision making. Kip also revisits his conviction that the bear market ended in early April, comparing the current recovery to the post-pandemic rally and making a bold case for why trying to time exits based on seasonal charts could be a mistake right now. He touches on striking topics from the mechanics of inflation, interest rates, and America's “melt-up” moment, to the impact tariffs have or rather have not on inflation. Tune into today's podcast to learn more.

In today's episode, host Kip Herriage takes us on a dynamic ride through market action following a dramatic bounce back Monday, highlighting why the rally is real and not just another “dead cat bounce.” From dissecting questionable government economic data and critiquing Fed leadership, to spotlighting the power of real-time AI-fueled economic reporting, Kip unpacks why he believes America's economic future is looking brighter than ever and why now could be a magical time for optimists and investors alike. Tune into today's podcast to learn more. 

In today's episode, Kip unpacks a whirlwind Friday filled with dramatic moves in interest rates, big swings for gold and the stock market, and a heated discussion about the credibility of government jobs data following a high-profile firing at the Bureau of Labor Statistics. He also offers his sharp perspective on how political maneuvering might be impacting economic reports, gives an update on the red hot IPO market, and makes a bullish case for gold and Bitcoin. Plus, Kip breaks down why he believes this is only the beginning of a generational bull market despite the headlines warning of recession and shares some actionable investing wisdom you won't want to miss. Tune into today's podcast to learn more. 

In today's episode, Tyler dives into the latest tech earnings reports following another busy week of Q2 Earnings. Tyler also pulls back the curtain on Federal Reserve decisions, the ongoing impact of J Powell's policy decisions, and why this moment in the market cycle might be a golden "buy the dip" opportunity. Tune into today's podcast to learn more.

In today's episode, Kip dives into the Federal Reserve following today's FOMC meeting, and more importantly, he breaks down the market's reaction to J Powell's ongoing policy mistake. You'll also hear Kip break down this week's blockbuster earnings from tech giants like Meta and Microsoft, highlight the structural strength in corporate America, and touch on why he still sees massive upside ahead for U.S. markets. Tune into today's podcast for a comprehensive breakdown of today's stock market action.

In today's episode, Kip breaks down another action packed day in the markets as we ride a six day streak of all time highs. Kip covers everything from the kickoff of the latest Fed meeting to the robust Q2 earnings reports that have been easily beating analyst expectations. He dives deep into market seasonality, the looming U.S.-China trade talks, and discusses why there's still plenty of cash on the sidelines ready to jump in should we see any pullback. Tune into today's podcast to learn more. 

In today's episode, Kip dives deep into the markets hitting fresh all-time highs, with both the Nasdaq and S&P 500 continuing their impressive melt-up. He highlights the explosive gains of Nvidia as it closes at another record high, cementing its place as the king of semiconductors. Kip also discusses why he believes we're in the midst of a powerful bull market, defying the usual “August-September-October” bearish seasonality warnings dominating Wall Street's headlines.

In today's episode, Tyler recaps an exciting week of stock market action, from Q2 earnings to economic data and All-time Highs from the S&P 500 and NASDAQ. Looking ahead, Tyler sets the stage for what to watch from in next week's jam-packed market calendar. Whether you're an investing pro or just getting started, you'll get actionable insights on where the market's headed, what to look out for, and why it's still early in this historic rally.

In today's episode, Kip takes us through a whirlwind day in the markets, following yesterday's explosive rally on the Dow and today's pullback. Kip dives deep into why he believes we've officially moved out of a historic string of bear markets and are now entering what he calls the “golden age” for investors, a period that could rival the roaring late '90s and usher in massive wealth creation through the end of the decade. Tune into today's podcast to learn more.

In today's episode, Kip returns and dives right into the latest action on Wall Street, recapping a big day for the markets and some headline grabbing earnings. Kip spotlights Tesla's latest earnings report, breaking down the numbers and sharing his bullish outlook for Elon Musk's ever evolving company including updates on AI, robotics, and the promising future of autonomous vehicles. He also touches on major tariff news between the U.S. and Japan, discusses why small cap stocks are starting to heat up, and highlights the generational opportunity he sees in the ongoing “innovation revolution.” Tune into today's podcast to learn more. 

In today's episode, Tyler breaks down an exciting day of stock market action on Wall Street, highlighting a number of All-Time Highs from our major indexes to the semiconductors. He also discusses a record level of companies reporting earnings beats, and what to expect from tech earnings going forward. Tune in for the latest, actionable, market-driven analysis. 

In today's episode, Kip unpacks a wild market day amid rumors of Fed Chair Jay Powell's potential ousting and its investor impact. Celebrating VRA's 22nd anniversary, he shares his Wall Street-to-VRA journey and mentor lessons that fueled decades of wins. Discover why the bull market's best is ahead—tune in for actionable optimism!

In today's episode, Kip calls out the mainstream financial media for their take on inflation and the impact of Trump's tariffs, sharing his unfiltered views on the Federal Reserve and Jay Powell's role in the current economic landscape. He also recaps the start of Q2 earnings and shares his outlook for the quarter. Tune into today's podcast to learn more

In today's episode, Kip kicks off what promises to be a big week on Wall Street. With Q2 earnings season officially starting, Kip dives into why he believes the mainstream analysts have it all wrong once again. Kip will also discuss his economic expectations for the second half of 2025 and beyond, as well as his bullish outlook on Bitcoin's next moves. Tune into today's podcast to learn more.

In today's episode, Tyler recaps a week of all-time highs on Wall Street, including fresh all-time highs in the markets, an impressive surge in semiconductors, and the latest moves in inflationary assets like gold, silver, and Bitcoin. He also discusses the impacts of rising money supply, U.S. Stock Market Dominance, and a potential shake-up at the Federal Reserve. Tune into today's podcast to learn more.

In today's episode, Kip breaks down yet another record-setting day on Wall Street, as the S&P 500 and Nasdaq hit all-time highs and the market continues its “generational bull run.” Kip dives into the key factors fueling this surge, including unprecedented market liquidity, trillions sitting on the sidelines in money market funds and home equity, and the strength of American corporations with flush balance sheets and less debt than ever before. Tune into today's podcast to learn more.

In today's episode, Kip dives into pressing market updates and shares his optimistic outlook for the economy, predicting explosive growth and new highs for stocks and cryptocurrencies alike. He covers everything from the latest on Lost Soldier Oil and Gas and Nvidia's historic $4 trillion market cap, to bitcoin's record-breaking run. Kip doesn't shy away from hot topics, touching on political controversies, the latest headlines, and how they intersect with market trends. He makes a strong case for why the coming year could see the U.S. economy soar, highlighting powerful tailwinds like innovation, AI, and the ongoing “melt-up” in the bull market.

In today's episode, Kip dives right into the latest market action, breaking down the recent volatility and what it means for investors. He highlights why yesterday's market decline wasn't a surprise for the VRA team, given the major indexes hitting extreme overbought levels, and shares key reasons for ongoing bullishness including surging money supply, resilient retail investors, and a mountain of cash still sitting on the sidelines. Tune into today's podcast to learn more. 

In today's episode, Tyler breaks down a record-breaking day on Wall Street, with semiconductors hitting all-time highs for the first time in 50 weeks. He delves into the trends driving this bull market, such as the increasing M2 Money Supply and the declining U.S. Dollar, and explains why owning inflationary assets is crucial for retail investors. Tune into today's podcast to learn more.

Welcome back to the VRA Investing Podcast! In today's episode, Kip breaks down the latest moves in the market, celebrating what's shaping up to be a strong, momentum driven summer for investors. Kip shares his optimistic outlook for the second half of the year, arguing that despite the market nearing overbought territory, conditions remain electric for continued growth.

In today's episode, Tyler wraps up an exciting week on Wall Street, where we saw record closes today from both the S&P 500 and the Nasdaq, despite this morning's less-than-ideal PCE inflation data. He breaks down the key trends to watch as this bull market rolls on. Tyler also shares sector and commodity updates and gives the VRA's View on the all-important question of whether it's too late to jump into this market.

In today's episode, Kip dives deep into the remarkable performance of the markets, reflecting on the predictions made just five weeks ago as we inch closer to new all-time highs. Kip discusses why having endured four bear markets in the past seven years has left many investors feeling uneasy, even as the data and market trends point towards a powerful, sustained rally. Tune into today's podcast to learn more. 

In today's episode, Kip breaks down the latest action on Wall Street following another relatively quiet day in the markets. Kip recaps Federal Reserve Chair Jay Powell's Congressional testimony, calling it a “snore fest,” and discusses how ongoing high interest rates are impacting the economy and markets contrasting the Fed's approach with Trump's calls for lower rates. Kip dives into why the stock market continues to climb despite stagnant monetary policy, highlighting robust earnings expectations for Q2 and celebrating Nvidia's surge to a new all-time high, making it the world's most valuable company once again. Tune into today's podcast to learn more. 

In today's episode, Kip dives into the driving forces behind the current rally in the stock market, sharing his veteran insights and gut instincts honed over decades on Wall Street. He discusses why he's losing sleep hint: it's not anxiety, but excitement over what he sees as a “magnet to all-time highs" and unpacks what's fueling the bull run despite headlines full of worry: from inflation and tariffs to Fed policy and political intrigue. Kip breaks down why he believes the Fed should already be cutting rates, how political games are impacting financial decisions, and what it all means for investors heading into the midterms.

In today's episode, Kip breaks down the market's impressive comeback amid global turmoil, reminding us of an old investing adage: “When bullets fly, stocks are a buy.” Drawing on decades of insight from his mentors and his own experience, Kip walks us through why markets often rally during peak geopolitical tension and why technical factors and interventions like the President's Working Group and Federal Reserve liquidity injections often help drive recoveries.

In today's episode, Tyler breaks down a whirlwind of market-moving headlines and the stock market's reaction to them. From Trump's bold pre-FOMC remarks to J Powell's press conference, Tyler covers it all. Plus, we will break down today's industry-defining moment for Digital Assets with the passing of the GENIUS ACT. Tune into today's podcast to learn more.

In today's episode, Kip breaks down the latest market action following heightened geopolitical tensions between Iran and Israel. Kip explores how historical patterns play out when global conflicts arise, explaining why bullets often create unexpected buying opportunities in the stock market. He highlights the remarkable comeback of major indices after Friday's drop, the dominant leadership of semiconductors, and why he believes we're seeing the start of a powerful bull run reminiscent of previous market rallies.

In today's episode, Tyler wraps up an active end to the week on Wall Street. Despite the lower finish today for our major indexes, the VRA's outlook remains bullish. Tyler also discusses a few key themes to watch for in the second half of 2025, primarily lower yields and a weaker dollar. Tune into today's podcast to learn more.

In today's episode, Kip breaks down a rollercoaster day in the markets, marked by pre-market jitters fueled by fresh Trump tariff threats, more pressure on China, tragic headlines with a Boeing Dreamliner crash, and escalating geopolitical tensions between Israel and Iran. Despite this wall of worry, Kip highlights the market's impressive resilience, with most major indexes rallying into the close and the semiconductors leading the charge.

In today's episode, Kip gives us an inside look at why he believes we're in the midst of a "Teflon bull market" that just won't quit, despite nonstop headlines about geopolitical risks and trade drama. As the market continues to surprise the skeptics, Kip dives into the powerful forces driving stocks higher from the resurgence of “animal spirits” and booming corporate earnings, to a flood of cash waiting on the sidelines and a new rush of tech IPOs. Tune into today's podcast to learn more.

In today's episode, Tyler wraps up a week that was nothing short of theatrical. He breaks down a strong close to another good week for our major indexes, highlighting the continued resilience we have seen from stocks, and explains why any market pullbacks remain solid buying opportunities.

In today's episode, Kip breaks down a theatrical day on Wall Street. Despite the headline-grabbing clash between President Trump and Elon Musk, the stock market as a whole was surprisingly resilient. Kip shares his take on why the market's reaction wasn't as severe as you might expect, highlighting the underlying fundamental strength for this market. Tune into today's podcast to learn more.

In today's episode, Kip breaks down a deceptively quiet day in the markets, revealing that there's actually a lot happening beneath the surface. Kip zeroes in on the powerful leadership of the semiconductor sector, explaining why this group is the ultimate indicator for market direction and what its current strength means for investors.

In today's episode, Kip dives into the latest action on Wall Street, spotlighting the relentless buying of every market dip and the powerful trends shaping the current bull market. Kip breaks down the ongoing leadership from tech stocks, especially semiconductors and Nvidia, now the world's most valuable public company and covers why small caps finally got their moment to shine. He also unpacks the Atlanta Fed's bullish GDP forecast, the ever-present influence of retail investors and millennials, and the political wrangling in Washington over budget and tax bills. Tune into today's podcast to learn more.

In today's episode, Kip recaps a standout finish to the month of May in the stock market, with the S&P 500 up 6% and the Nasdaq up an impressive 9% returns we don't see every month. He unpacks why the old adage "sell in May and go away" hasn't worked for years, and what these rare, powerful market moves could be telling us about what's coming next. Tune into today's podcast to learn more.

In today's episode, Tyler breaks down a whirlwind day on Wall Street, unpacking the latest parade of tariff headlines and what they mean for your portfolio. He breaks down the facts and paints the big picture on why, despite all the tariff talk and “trade uncertainty” chatter in the mainstream media, this market continues to head higher. Tune into today's podcast for actionable insights for your portfolio.

In today's episode, Kip takes a deep dive into what he calls “textbook bull market action.” With institutional money still waiting on the sidelines, Kip breaks down why every market dip is being bought up and why he believes we're set up for a continued melt-up rally. He also discusses the global economic outlook with Trump's growth-oriented strategy. Tune into today's podcast to learn more.

In today's episode, Kip dives into the evolving dynamics of the stock market as confidence begins to return and new sectors and special situation stocks start to shine even amid global tariff threats and shaky open markets. He covers the latest moves from the White House impacting nuclear power, spotlights the explosive performance of companies like GameStop under Ryan Cohen's bold leadership, and shares valuable insights on how you might piggyback on these trends. Tune into today's podcast to learn more.