VRA Investing Podcast

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...

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 po...

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 tradi...

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 Bit...

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 war...

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 a...

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...

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 clu...

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 y...

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 hea...

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 o...

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—...

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 th...

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...

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...

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'...

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...

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...

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, a...

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 l...

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 inspira...

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...

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 broade...

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 overblow...