Vertical Research Advisory
VRA Investing Podcast
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.
Author
Vertical Research Advisory
Category
Podcast website
Latest episode
Jul 9, 2026
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Episodes
VRA Investing Podcast: Strong Market Rebound, Tech and Semiconductors Lead - Tyler Herriage - August 08, 2024 08.08.2024 17:50
In today's episode, Tyler breaks down today's stellar stock market action, taking a deep dive into today's jobless claims and global economic events of the week. He covers this textbook market pullback and why it should turn out to be a great buying opportunity. Tune into today's podcast to learn more.
VRA Investing Podcast: Fed's Missteps and Imminent Rate Cuts. Bullish Outlook for Stocks - Kip Herriage - August 07, 2024 07.08.2024 31:13
In today's episode, Kip covers that despite a down day today, we continue to look for opportunities in this market. He dives into the latest economic trends and their potential impact for the stock market. Lastly, Kip discusses the impact of the Federal Reserve, and what looks to be another policy error. Tune into today's podcast to learn more.
VRA Investing Podcast: Turnaround Tuesday. Bull Market Shakeouts and Buying The Dip - Tyler Herriage - August 6, 2024 06.08.2024 22:08
In today's episode, Tyler discusses the stock market's strong performance on this "turnaround Tuesday", and just what you want to see, semiconductors leading the way higher. While pullbacks and shakeouts are always painful, we continue to look at this as an opportunity to buy the dip. Tune into today's podcast to learn more!
VRA Investing Podcast: Global Panic Selling. What To Expect, What to Do - Kip Herriage - August 05, 2024 05.08.2024 22:10
In today's episode, Kip dives into the tumultuous market action from Monday, which saw the worst declines in the S&P 500 and Dow Jones in a couple of years. While it's been an ugly few sessions for our markets, Kip covers why he sees this volatility as a major opportunity, especially in our most oversold sectors. Tune into today's podcast to learn more!
VRA Investing Podcast: Stocks on Sale. Why Now Is Not The Time For Panic - Tyler Herriage - August 02, 2024 02.08.2024 23:34
In today's episode, Tyler breaks down today's sell-off, and despite the rough end to the week for the major indexes, he emphasizes that now is a time for optimism and opportunity in the markets. Tyler also discusses the latest jobs report, and how the Fed is now behind the curve on rate cuts. Tune into today's podcast to learn more.
VRA Investing Podcast: Interest Rates Plummet. Is the Fed's Inaction to Blame? - Kip Herriage - August 01, 2024 01.08.2024 8:11
In today's episode, Kip breaks down the wild ride in today's market action following the last Fed meeting and economic data that came out today. He also covers the latest in Tech earnings, and more importantly, the market's reaction to those earnings. Tune in for our full analysis and insights on navigating these volatile markets.
VRA Investing Podcast: Fed Holds Rates, Earnings Crush, and Tech Soars - Tyler Herriage - July 31, 2024 31.07.2024 20:26
In today's episode, Tyler breaks down the stock markets reaction to the latest FOMC meeting and press conference from Fed Chair Jay Powell. He also covers the slew of big tech earnings, including beats from AMD, Qualcomm, and Meta that sent semiconductor and tech stocks soaring today. Tune into today's VRA podcast to learn more.
VRA Investing Podcast: It's Rotation, Not Panic. The Fed's Latest Mistake - Kip Herriage - July 30, 2024 30.07.2024 28:54
In today's episode, Kip dives into the latest stock market action on a mixed day for the markets. The Dow and value stocks lead while tech and the semis are taking a pause, still, Kip sees positive signs for the future of tech. He also discusses the latest from the Federal Reserve and what to expect from tomorrow's J Powell speech after the FOMC meeting. Tune into today's podcast to le...
VRA Investing Podcast: Innovation Revolution, Q2 Earnings, And The Next Fed Meeting - Tyler Herriage - July 29, 2024 29.07.2024 19:25
Tune into today's podcast as Tyler breaks down what to expect from an exciting week ahead for the stock market. With a whopping 34% of S&P 500 companies reporting earnings, including tech giants like AMD, Microsoft, Meta, and Apple, Despite a relatively flat day in the markets, the VRA remains optimistic about the future for stocks and the market as a whole. Tune into today's podcast t...
VRA Investing Podcast: Psychology Of A Bull Market, Bitcoin Optimism, and Market Opportunities - Kip Herriage - July 26, 2024 26.07.2024 29:38
In today's episode, Kip takes a deep dive into the market action on the week and the latest trends that you need to know for this young bull market. We will also cover the outlook for sectors like housing, the energy market, and precious metals. Plus, an in-depth look at the psychology of bull markets, hot money, and market cycles. Tune into today's podcast to learn more.
VRA Investing Podcast: Breadth Expansion And Opportunities Amidst Rising Uncertainties - Tyler Herriage - July 25, 2024 25.07.2024 21:25
In today's episode, Tyler breaks down today's rollercoaster stock market action. Despite the mixed action from our major indexes, we are seeing massive bullish signals under the hood of this market. Plus, there is potential market-moving news for Bitcoin as Trump prepares to speak at the 2024 Bitcoin Conference. Tune into today's podcast to learn more!
VRA Investing Podcast: Electric RNC. Energy, Patriotism, and an Optimistic Future Outlook - Tyler Herriage - July 19, 2024 19.07.2024 24:31
In today's episode, Tyler covers an eventful week in the markets, kicking things off with a recap of last night's RNC highlighting the incredible energy and charisma from the entire night. From there the focus shifts to the markets, where we break down the week's performance, including key movements and sector trends that every investor should pay attention to. Tune into today's po...
VRA Investing Podcast: Buying the Dip, Investment Diversification, and the Millennial Housing Boom - Kip Herriage - July 18, 2024 18.07.2024 29:50
In today's episode, Kip breaks down the vibrant landscape of this current bull market, and where to look for buying the dip. He also covers the latest in the housing market as we are seeing demand driven by millennials with an entrepreneurial spirit. Lastly, diversification remains key, with personal insights into our VRA portfolio strategy. Tune into today's podcast to learn more.
VRA Investing Podcast: Trump Economic Miracle Round Two. Record Highs Continue - Tyler Herriage - July 16, 2024 16.07.2024 22:44
In today's episode, Tyler breaks down another exciting day of all-time highs from our major indexes and US sectors. We're witnessing the early innings of a structural bull market, alongside our latest market theme, the coming Trump economic miracle, as markets begin to discount a second term for Donald Trump. Tune into today's podcast to learn more.
VRA Investing Podcast: Trump Survives Assassination Attempt. Market Rotation & VRA Buy Signals - Kip Herriage - July 15, 2024 15.07.2024 17:20
In today's episode, Kip breaks down an action-packed session for our markets. Beginning with the shocking news over the weekend of the attempted assassination of President Donal Trump. His defiant response has only fueled his growing support, and today the markets rallied, at least in part, due to the "Trump Trade" and future prospects under his second term as president. Tune into to...
VRA Investing Podcast: Record Week, Small-Cap Momentum, and Bull Market Trends - Kip Herriage - July 12, 2024 12.07.2024 29:35
In today's episode, Kip takes a deep dive into the week's record-setting stock market action. We'll explore the positive trends in market internals, the resurgence of small-cap stocks, and the impressive performance of the semiconductor industry. Plus, we will cover the latest action in our favorite names and sectors. Tune into today's podcast to learn more.
VRA Investing Podcast: CPI Data Impact, Rotational Trends, And A Healthy Bull Market - Tyler Herriage - July 11, 2024 11.07.2024 29:40
In today's episode, we will dive into the rapidly changing landscape of interest rates after this morning's better-than-expected inflation data. Despite today's sell-off in tech, we see a healthy bull market underpinned by rotational sector performance, confirmed today by the impressive market internals. Tune into today's podcast to learn more!
VRA Investing Podcast: Market Gains Continue, Generals Leading, and VRA Remains Long and Strong - Kip Herriage - July 10, 2024 10.07.2024 24:46
In today's podcast, Kip covers another solid day of performance from our favorite sectors and indices as we saw another round of all time highs. Kip also discusses the positive earnings expectations for Q2, the anticipated favorable CPI data, and the continuing strength of the bull market. Tune into today's podcast to learn more.
VRA Investing Podcast: Navigating Q3, Inflation Data, Q2 Earnings, and All Time Highs - Tyler Herriage - July 09, 2024 09.07.2024 24:43
In today's episode, Tyler dives into the latest market action, and continued all-time highs, following the July 4th weekend. We will also break down J Powell's first day of congressional testimony, what to expect from the latest inflation data, and upcoming Q2 earnings. Tune into today's podcast to learn more!
VRA Investing Podcast: Navigating Q3, Inflation Data, Q2 Earnings, and All Time Highs - Tyler Herriage - July 09, 2024 09.07.2024 24:43
In today's episode, Tyler dives into the latest market action, and continued all-time highs, following the July 4th weekend. We will also break down J Powell's first day of congressional testimony, what to expect from the latest inflation data, and upcoming Q2 earnings. Tune into today's podcast to learn more!
VRA Investing Podcast: All-Time Highs For July 4th, Tech Leads, and Economic Data Highlights - Tyler Herriage - July 03, 2024 03.07.2024 22:19
In today's special July 4th episode, Tyler covers an exciting, shortened holiday trading day that saw incredible moves in the market, including all-time highs for the S&P 500 and the Nasdaq, marking their 23rd and 33rd records of the year. He also dives into the latest economic data and what we expect next from the Federal Reserve. Tune into today's VRA podcast to learn more!
VRA Investing Podcast: All-Time Highs, Tesla's Surge, and Contrarian Investment Strategies - Kip Herriage- July 02, 2024 02.07.2024 36:05
In today's episode, Kip takes a deep dive into current market trends and explores why he stands firmly as a contrarian investor. We'll unpack Tesla's recent 10% stock surge, and fresh all time highs from the mega-cap tech companies like Microsoft, Apple, and Amazon, and all time closing highs from our major indexes. Tune into today's VRA Investing Podcast to learn more!
VRA Investing Podcast: Welcome to Q3. What To Watch For The Second Half of 2024 - Tyler Herriage - July 01, 2024 01.07.2024 25:33
In today's episode, Tyler recaps a fantastic first half of 2024 and points out how this bodes well for the remainder of the year, with historical trends suggesting continued growth. He also dives into notable market movements, especially in tech stocks like Apple, Amazon, Tesla, and Microsoft, which are at/near all-time highs. Tune into today's podcast to learn more!
VRA Investing Podcast: Friendly Inflation Data, Market Movement, and Key Takeaways from the Debate - Kip Herriage - June 28, 2024 28.06.2024 7:49
In today's episode, Kip recaps the week's market movements covering market dynamics, political events, and economic indicators. He also breaks down the peculiar day of trading to end the week, including, significant fluctuations, market internals, and sector performances. Lastly, we will take a quick look at commodities and Bitcoin.
VRA Investing Podcast: The Generals Continue To Rally, but Small Caps Are Leading - Tyler Herriage - June 27, 2024 27.06.2024 12:12
In today's episode, Tyler dives into the day's exciting action under the hood of this market. As we near the end of Q3 we continue to see strong volume ahead of one of the most bullish months of the year, July. He also unpacks the latest trends in our major indexes, highlighting significant movements in small caps and tech giants.
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