Vertical Research Advisory

Welcome back to the VRA Investing Podcast with your host, Kip Herriage. In today's episode, Kip Herriage returns after a brief trip to Colorado Springs, where he attended a private gathering focused on Lost Soldier Oil and Gas and Stallion Ridge—projects he believes could be game-changers in the oil and gas sector. He shares insights into why these ventures stand out, especially because the employees and their families are investing their own money, a rarity in the industry. On the investing front, Kip Herriage breaks down September's surprisingly mixed performance in the markets, explains why seasonality might favor investors as we head into October, and discusses the implications of rising interest rates—even drawing fascinating historical parallels to previous U.S. bull markets. He delves into the psychology of fear and sentiment among investors, critiques mainstream media narratives, and explores how geopolitical events and Federal Reserve policy may be shaping economic outcomes heading into the midterms.

Welcome to the VRA Investing Podcast! In today's episode, Kip Herriage recaps a volatile day on Wall Street as October comes to a close, reflecting on the surprising strength of the markets this September and looking ahead to historically bullish months for investors. Kip Herriage breaks down sector rotations, the importance of corporate earnings, and the role of news—both economic and geopolitical—in driving market sentiment. He discusses the impact of U.S.-Iran tensions, the political landscape as the midterms approach, and what these factors mean for investors. Tune in for sharp market analysis, candid opinions, and actionable insights as we navigate this dynamic market environment.

Welcome to the VRA Investing Podcast with your host, Kip Herriage. In today's episode, Kip Herriage breaks down the latest in market action, explaining why a strong economy paradoxically led to a rough day for both stocks and bonds. He discusses the “good news is bad news” phenomenon that's gripped Wall Street, touches on the impact of surging bond yields, and outlines why this volatile period could actually represent a prime opportunity for investors. Kip Herriage examines seasonality trends, upcoming Q4 fund flows, corporate earnings projections, and the resilience of the U.S. housing market. Plus, he dives into key data points—from PMI readings to GDP growth—and puts today's market moves into historical perspective, giving you the insights you need to navigate the weeks ahead.

Welcome to the VRA Investing Podcast! In today's episode, Kip Herriage dives into the current state of the markets, highlighting why recent volatility may actually be a golden opportunity for investors. He shares insights from Tyler's strong appearance on the Schwab Network, discusses the pitfalls of negative market sentiment, and explains how the “psyop of negativity” can derail smart investing. Kip Herriage breaks down the powerful signals coming from semiconductors and Bitcoin, analyzes the bullish seasonality that's about to kick in, and explores recent developments in gold and junior miners. He also touches on technology's growing role in daily life and investing, including a hands-on Tesla self-driving experience and the impact of machine learning on market research.

In today's episode, Tyler Herriage delivers a packed update covering the impressive start to the week for the markets, with major indexes and individual stocks showing strong performance. He also recaps how sentiment continues to show extreme bearishness, even as the NASDAQ and S&P 500 approach all-time highs. Tune into today's podcast to learn more.

Welcome back to the VRA Investing Podcast! In today's episode, Kip Herriage breaks down why this week, despite being the worst for the Dow Jones since March, could signal a major turning point for the markets. He dives into the Federal Reserve's recent moves, the political strategy at play, and why he believes the market's recent strength is just the beginning. Kip Herriage also shares insights from his recent appearance on Battleground Radio, discusses the perils of saving in fiat currency versus gold, and gives his take on Trump's ban of major news outlets from the White House. Tune in for an in-depth look at what's driving market sentiment, why gold and Bitcoin remain key investment themes, and why Kip Herriage is bullish heading into the midterms and year-end. Plus, updates on Tesla, cryptocurrency BitTensor, and an inside look at a potentially game-changing oil well project.

Welcome to the VRA Investing Podcast with your host, Kip Herriage. In today's episode, Kip Herriage breaks down a pivotal moment for investors as the Federal Reserve, led by Kevin Warsh, takes center stage—possibly for the last time in a while. With a high-confidence call, Kip Herriage explains Warsh's recent rate hike decision, how he's seized control of the narrative, and what it means for Trump, the markets, and the midterms. We'll dive into the disinflationary impact of the war and oil prices, the market's impressive resilience, and why classic sentiment indicators are signaling opportunity. Plus, Kip Herriage shares insights on Tesla's market dominance, the revolution coming from robotics and autonomous vehicles, and why gold remains a core VRA holding. Buckle up for market analysis, stock picks, and a forward-looking playbook for navigating volatility in uncertain times.

Welcome back to the VRA Investing Podcast with your host, Kip Herriage. It's Fed Day, and on this Wednesday's episode, Kip Herriage breaks down today's highly anticipated Federal Reserve rate hike—unanimously approved by all 12 voting members—and unpacks the political and economic narratives driving market sentiment. From rising oil prices and global inflation to the ongoing debate over the Fed's independence, Kip Herriage dives into the numbers, market reactions, and the narratives emerging just two months before the midterm elections. He explores the impact of today's decisions on stocks, examines key economic data like surging retail sales and GDP growth, and looks ahead at possible market bottoming—plus the critical role of energy markets and developments in cryptocurrency regulation. Buckle up for a fast-paced, candid analysis of markets, politics, and what investors should watch for next.

In today's episode, Kip Herriage reflects on a volatile September session and shares how staying disciplined and focusing on primary trends has driven the VRA's long-term outperformance. He breaks down why fears about crashes, Federal Reserve rate hikes, and oil prices are just noise amid a powerful, ongoing innovation-driven bull market. Tune in to today's podcast to learn more.

In today's episode, Tyler Herriage breaks down the major market movers and offers timely insights for investors. He reflects on the 25th anniversary of September 11th, honoring the lives affected and discussing the importance of seeking truth behind historic events. Despite a challenging week for the markets, a green finish brings some much-needed positivity. Today we will dive into the latest inflation data, Federal Reserve expectations heading into next week's FOMC meeting, and what it all means for investors as we approach year-end. 

In today's episode, Kip breaks down a tumultuous week on Wall Street, with markets closing lower for the fourth straight day amid a surge in oil prices and rising yields. He navigates the tricky landscape of seasonal market trends, geopolitical tension driving up oil costs, and the looming possibility of a rate hike before the upcoming Fed meeting.

Welcome to the VRA Investing Podcast! In today's episode, Kip Herriage breaks down what's driving the market's recent heaviness as we push through September—historically the toughest month for stocks. He analyzes the spike in oil prices and treasury yields, takes a contrarian look at rate hike expectations ahead of the September FOMC meeting, and explains why the market may be underestimating the strength of corporate earnings growth. Kip Herriage also shares insider perspectives on the influence of central banks, the role of media narratives as we approach the midterms, and how liquidity “tells” in sectors like semis and precious metals can be key market indicators. Stay tuned for actionable insights on why, despite choppy waters, there are signs of strength brewing beneath the surface.

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.

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!

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.

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.

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.

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.

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.

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. 

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.

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.

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.

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.

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!

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.

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.

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.

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!

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.

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!

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,

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.

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.

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.

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.

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.

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.

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.

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. 

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.

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.

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.

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!

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.

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.

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.

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

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.

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.

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.