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

Business

Podcast website

vraletter.com

Latest episode

Jul 9, 2026

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Episodes

VRA Investing Podcast: Tech Continues To Lead. Key Insights for the Bull Market's Future - Kip Herriage - June 26, 2024 26.06.2024

In today's episode, Kip breaks down another bullish day of market action. Kip emphasizes the continued consolidation in semiconductor stocks and the upward momentum in value stocks, noting notable performances from leading tech giants like Apple and Amazon. Lastly, Kip covers the VRA's July outlook for our markets, tune in to today's VRA Podcast to learn more!

VRA Investing Podcast: The Rotation Continues as Tech and Semiconductors Lead - Tyler Herriage - June 25, 2025 25.06.2024

In today's episode, Tyler covers an intriguing "Turnaround Tuesday" as we got a mirror image of Monday's market action. He dives into this bull market's rotational dynamics and focuses on the bullish signals emerging in the energy sector. Additionally, we'll discuss how the Federal Reserve's mixed signals are impacting market sentiment and what historical data suggest...

VRA Investing Podcast: Rotational Themes Continue for this "Generational Bull Market" - Kip Herriage - June 24, 2024 24.06.2024

In today's episode, Kip breaks down the VRA's positive outlook on the future of this market, and why this pullback in tech and rotation to value is healthy for this bull market. He also covers the latest in energy stocks and precious metals, including the miners. Tune into today's podcast to learn more!

VRA Investing Podcast: Market Rotation And What It Means For Investors - Tyler Herriage - June 20, 2024 20.06.2024

In today's episode, Tyler covers the rotational themes of this market and the VRA's strategy during an overbought market. With exciting catalysts on the horizon, including end-of-quarter fund flows and historically strong July performance, it's a period ripe with opportunities. Tune into today's VRA Investing Podcast to learn more.

VRA Investing Podcast: Bull Market Personality Traits Pointing to Higher Prices - Kip Herriage - June 18, 2024 18.06.2024

In today's episode, Kip explores this structural bull market driven by abundant global liquidity, hot IPOs, and upcoming mergers and acquisitions. With both the S&P 500 and Nasdaq hitting all-time highs again today, Kip breaks down the VRA's bullish outlook with long-term price targets for the Dow Jones at 100,000 and Nasdaq at 40,000.

VRA Investing Podcast: Sentiment Remains Fearful Despite All-Time Highs - Tyler Herriage - June 17, 2024 17.06.2024

In today's episode, Tyler breaks down another round of all-time highs for the Nasdaq, S&P 500, and semiconductors despite less-than-stellar performance from our market internals. He also covers the increasingly overbought nature of tech names and the potential for a rotation to value stocks. Join us as we break down market movements, sector performances, and the future outlook for investor...

VRA Investing Podcast: GameStop, Bitcoin, Market Insights, And Market reactions to Jay Powell's Recent Comments - Kip Herriage - June 14, 2024 14.06.2024

In today's episode, Kip dives into the latest market trends and speculation surrounding some of the big names in the investing world. We'll dissect GameStop's financial health and explore Kip's bold strategy moving forward. Kip also touches on the booming performance of semiconductors and discuss the market's internals, insights on energy stocks, and crude oil. 

VRA Investing Podcast: Inflation Cools, More All-Time Highs from Tech And Semiconductors - Tyler Herriage - June 13, 2024 13.06.2024

Today's episode is packed with insights that will help you navigate the current investment landscape. We'll dive into the latest disinflationary data from the Producer Price Index, analyze the market's reaction, and discuss the implications of falling yields. We will also cover the intriguing possibility of GameStop adding Bitcoin to its balance sheet, PLUS, we'll touch on the late...

VRA Investing Podcast: May's CPI Data, FOMC Reaction, And All-Time Highs - Tyler Herriage - June 12, 2024 12.06.2024

In today's episode, we're breaking down an action-packed Wednesday in the markets, driven by May's CPI data release and key comments from Fed Chairman Jay Powell following the June FOMC meeting. We'll dive into the exciting market reactions, discuss new highs across major indexes, and analyze the impact of lower-than-expected inflation numbers.

VRA Investing Podcast: Market Momentum, GameStop's Potential, and the Bull Market's Next Moves - Kip Herriage - June 11, 2024 11.06.2024

In today's episode, Kip dives in to the latest market trends and investment opportunities, including an in-depth analysis of GameStop's potential for a short squeeze and its shift from retail to gaming. Kip breaks down market updates on commodities like gold, silver, copper, and crude oil, along with his thoughts on natural gas investments. As we navigate through these exciting financial o...

VRA Investing Podcast: Fed Watch: Key Market Events and Economic Data To Watch This Week - Tyler Herriage - June 10, 2024 10.06.2024

In today's episode, Tyler dives into what will be an action-packed week for stock market and economic news. Importantly, our markets showed resilience again to start the week. After a shaky start to the day, our major indexes finished higher across the board and even hit a couple of all-time highs. Tune into today's podcast to learn more!

VRA Investing Podcast: Jobs Report, Economic Indicators, and Nvidia’s Role in Future Markets - Kip Herriage - June 07, 2024 07.06.2024

In today's episode, Kip dives into the latest market developments starting with the stronger than expected jobs report and its unexpected implications, including reactions from gold, silver, and other commodities. He concludes with thoughts on maintaining an optimistic outlook and understanding the impact of a strong economy on corporate earnings.

VRA Investing Podcast: Economic Data And What Tomorrow's Jobs Report Means For Our Markets - Tyler Herriage - June 06, 2024 06.06.2024

In today's episode, Tyler dives deep into the latest economic data and how it impacts the stock market. In honor of D-Day, he also revisits a story that epitomizes US ingenuity and heroism. Tune in as we cover the latest in our top VRA recommendations and tell you what the VRA Investing System is seeing going forward.

VRA Investing Podcast: The Roaring 2020's, Bitcoin Inflow, and All-Time Highs - Kip Herriage - June 05, 2024 05.06.2024

In today's episode, Kip dives into the current economic landscape with optimism and strategic insights. He explores the flourishing entertainment and sports sectors, focusing on the NBA's massive $76 billion media contract, and highlights a major tech upgrade cycle driving investment in AI and space exploration. Lastly, he covers the continued all time highs from tech and the semiconductor...

VRA Investing Podcast: Resilience is Key. Rate Cuts Are Nearing - Tyler Herriage - June 04, 2024 04.06.2024

In today's episode, Tyler breaks down the latest stock market movements and the economic data that is shaping our financial landscape. Despite a shaky start to the day, we got our third strong smart money hour in a row that helped the big 3 major indexes finish higher on the day. Tune in to hear the latest updates on market internals, sectors, and to see what the VRA Investing System is tellin...

VRA Investing Podcast: Navigating Federal Reserve Decisions. Why Bitcoin and Gold Shine Amid Slowdown - Kip Herriage - June 03, 2024 03.06.2024

In today's episode, Kip analyzes the interesting stock market action to kick off an eventful week. We'll review the Federal Reserve's policy missteps, and explore potential rate cuts before September. Lastly, Kip covers what the future will look like for gold and bitcoin. Tune into today's podcast to see what the VRA Investing System is telling us based on today's market action...

VRA Investing Podcast: PCE Data Signals Continued Disinflation. Market Closes on a High Note - Tyler Herriage - May 31,2024 31.05.2024

In today's episode, Tyler covers the market's strong month of May, and despite the weakness we saw this week, the markets finished on a strong note this Friday. Tyler will dive into this week's key data releases and the latest on this rotation to value names. Tune into today's podcast to get a recap of an exciting month of May for our markets.

VRA Investing Podcast: Robust Fundamentals Supporting a Long-term Bull Market - Kip Herriage - May 30, 2024 30.05.2024

In today's episode, Kip breaks down the resilience of today’s market despite downticks, effective contrarian investing strategies, and the robust fundamentals supporting a long-term bull market. Stay tuned for an in-depth analysis of recent market trends, surprising economic indicators, and Kip's latest thoughts on commodities and Bitcoin.

VRA Investing Podcast: Bullish Trends and Bearish Sentiment: What’s Really Happening - Tyler Herriage - May 29, 2024 29.05.2024

In today's episode, Tyler dissects the "Turnaround Tuesday" effect we experienced today in our markets. We'll revisit our stance on the current bull market, which, according to historical trends, still has plenty of room to grow. Tune in as we analyze the key components driving the market, including recent moves in yields, the Federal Reserve's latest stance, and how these fa...

VRA Investing Podcast: All-Time Highs, Semis, Precious Metals, and Political Forecasts - Kip Herriage - May 28, 2024 28.05.2024

In today's episode, Kip Herriage dives into the current market dynamics including his bullish outlook for gold, projecting it to surpass $3,000 per ounce this year, and emphasizes the importance of diversifying your portfolio with both bitcoin and precious metals. In a thought-provoking segment, Kip also shares his theory on the upcoming election. Tune into today's VRA Investing Podcast to...

VRA Investing Podcast: Market Highs & Lows, Investing Insights For An Overbought Market - Tyler Herriage - May 23, 2024 23.05.2024

In today's episode, Tyler breaks down the market action leading into the long Memorial Day weekend, highlighting the dominance of the semiconductor sector, particularly after Nvidia's stellar earnings report. He also covers the significance of the Biden administration's recent shift in crypto policy and the passing of the CBDC Anti-Surveillance State act. Tune in to today's podcast...

VRA Investing Podcast: Nvidia's Earnings Are Here. Another Record-Breaking Day - Kip Herriage - May 22, 2024 22.05.2024

In today's episode, Kip dives into the details of the much-anticipated first-quarter earnings report from Nvidia, which has generated significant buzz in the market. He emphasizes the momentum behind the innovation revolution that will continue to drive this generational bull market. Tune in for an in-depth analysis of today's financial landscape and see what the VRA Investing System is te...

VRA Investing Podcast: All Eyes On Nvidia Earnings, Markets Close At All-Time Highs - Tyler Herriage - May 21, 2024 21.05.2024

Today's episode is jam-packed with exciting topics as the market continues to hit all-time highs. The market seems to be waiting and watching for Nvidia's earnings tomorrow, and no one seems to be paying attention to the Fed speakers anymore. Tyler also dives into the latest SEC ruling on the Ethereum ETF and the political implications behind it.

VRA Investing Podcast: Nvidia Earnings Preview and Understanding an Overbought Market - Kip Herriage - May 20, 2024 20.05.2024

In today's episode, Kip kicks off the week with an analysis of recent market strategies, breaking down why groupthink often leads to underperformance among money managers and how to avoid this pitfall. We'll also explore the latest movements in Bitcoin and Ethereum, as well as Nvidia's highly anticipated earnings report this Wednesday. Tune into today's VRA Investing Podcast to lea...

VRA Investing Podcast: Inflation Eases, Markets Celebrate With New Highs - Tyler Herriage - May 17, 2024 17.05.2024

In today's episode, Tyler dives into the action-packed week for our markets. From inflation data to all-time highs to a commodity market melt-up, we will cover it all. Plus, we will take a look forward, including upcoming major earnings reports like Nvidia, and some interesting trends as we approach the election season. Tune into today's podcast to learn more!

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