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: Bitcoin and Gold Hit All-time Highs While The Market Shakes Out - Tyler Herriage - March 05, 2024 05.03.2024

In this episode, Tyler discusses the major stock market action of the day, including the impact of Bitcoin hitting an all-time high and the subsequent pullback. He also analyzes the market sentiment and the upcoming monetary policy update by J Powell. Tyler provides insights into the market internals, sector performance, and the VRA commodity watch, including all-time highs in Gold

VRA Investing Podcast: Small Caps, Semis, and the Innovation Revolution Unveiled - Kip Herriage - March 4, 2024 04.03.2024

In today's episode, Kip takes a deep dive into the latest market trends and investment opportunities. Kip breaks down the day's market action, including the strength in small caps and the performance of key sectors. He also provides insights on the current state of the innovation revolution, the potential of Bitcoin, and the exciting developments in the commodity markets.

VRA Investing Podcast: All-Time Highs Means The Party Is Just Starting - Tyler Herriage - March 01, 2024 01.03.2024

In today's episode, Tyler dives into the impressive stock market performance for February and the beginning of March, and what that means for our markets looking forward. He also highlights the consistent bullish trends, the potential for a roaring 2020s, and the current state of various sectors, commodities, and bitcoin.

VRA Investing Podcast: "Wave Theory" Day Taking Our Markets Higher Across The Board - Kip Herriage - February 29, 2024 29.02.2024

In today's episode, Kip covers the "Wave Theory" and the mindset of a trader. Kip also dives into the pulse of the market and the outstanding strength of tech, with small caps leading the charge. He also covers the latest look at inflation data with PCE data coming out this morning. Tune into today's podcast to see what the VRA Investing System sees looking forward for investors

VRA Investing Podcast: Meandering Market, But Broadening! Inflation Data, And Bitcoin's New High - Tyler Herriage - February 28, 2024 28.02.2024

Tune into today's podcast as Tyler reflects on the day's slow market performance, discussing the potential impact of upcoming inflation data and the latest Fed speakers' statements. He also dives into the significance of bond yields and provides insights into the cryptocurrency market, particularly focusing on Bitcoin's impressive performance.

VRA Investing Podcast: Understanding the Bullish Signals: Bitcoin, Small Caps, and Market Broadening - Kip Herriage - February 27, 2024 27.02.2024

Tune into today's podcast as Kip dives into the latest market developments, shining a spotlight on the significant shifts in bitcoin and small caps that are driving the current market action. Kip shares insights on the bullish signs in the market, the improving market breadth and the ever-expanding opportunities in the roaring 2020s. 

VRA Investing Podcast: Amazon and Uber Join Dow 30. Bitcoin Continues To Make New Highs - Tyler Herriage - February 26, 2024 26.02.2024

While it may have seemed like a slow day on the surface, we continue to see good action under the hood of this market. Tune into today's podcast as we discuss the market action from the day, including the addition of Amazon and Uber to the Dow 30 index. We also analyze the upcoming economic data, bond yields, and global market strength.

VRA Investing Podcast: Deja Vu. Textbook "Roaring 2020's" Bull Market Action Continues - Kip Herriage - February 23, 2024 23.02.2024

In today's episode, Kip breaks down the market's performance and shares his insights on the latest all-time highs in various indices, the performance of small caps, the impact of falling bond yields, and the influence of AI and technology on the current bull market. Kip also discusses the potential for continued growth, the significance of the cryptocurrency boom,

VRA Investing Podcast: All-Time Highs Continue, Roaring 2020s, and Nvidia's Record-Breaking Day - Kip Herriage - February 22, 2024 22.02.2024

In today's podcast, Kip Herriage dives into the current state of the market, discussing the broadening market trends and a new bull market reminiscent of the 1995-2000 era. He shares insights on the strength of the economy and the booming tech sector, emphasizing the significance of semiconductors and the rise of artificial intelligence.

VRA Investing Podcast: Nvidia Crushes Earnings Once Again, and Markets Finish at Their Highs - Tyler Herriage - February 21, 2024 21.02.2024

Tune into today's podcast as Tyler recaps the day's roller-coaster ride with our major indexes spending most of the day in the red before a strong finish during the smart money hour. Forget the FOMC minutes, all eyes were on NVDA's earnings after the close which sparked excitement in the market and led to significant after-hours moves.

VRA Investing Podcast: Textbook Consolidation, Exploring A New Investing Frontier - Kip Herriage - February 20, 2024 20.02.2024

It wasn't a great day to start the week, but we continue to like what we are seeing under the surface of this market. Kip also discusses the upcoming Nvidia earnings tomorrow, and what the results will mean for our markets. Tune into today's VRA Investing Podcast to see what the VRA Investing System is telling us going forward.

VRA Investing Podcast: New Highs Continue, Economic Data, and Earnings Insights - Tyler Herriage - February 15, 2024 15.02.2024

In today's episode, Tyler breaks down today's market action and offers insights into the latest economic data. He discusses the impact of Tuesday's CPI report, today's retail sales numbers, and the potential effects of upcoming events like the PPI data and Nvidia's earnings report. We also dive into the latest market internals, sector performance, and commodity performance. Joi...

VRA Investing Podcast: Stock Market Turnaround, Michael Burry's Turnaround, and What We See Coming - Kip Herriage - February 14, 2024 14.02.2024

In today's episode, Kip discusses the market's turnaround from yesterday, the recent moves of legendary investor Michael Burry, and his insights on the semiconductor and tech sectors. He also delves into the current state of the market, the potential impact of the March rate hike, and his bullish outlook on various investment opportunities, including Bitcoin and energy stocks.

VRA Investing Podcast: Market Turbulence and Inflation Data. Where is the flight to safety trade? - Tyler Herriage - February 13, 2024 13.02.2024

In today's podcast, Tyler shares insights on this morning's inflation data, discussing the challenges faced in the financial markets, and the potential impact on the Federal Reserve's decisions. We also discuss the lack of flight-to-safety trades, and what this means for our markets, emphasizing the importance of buying on dips.

VRA Investing Podcast: Overbought But Bullish Signals Abound. Definition of a Structural Bull Market - Kip Herriage - February 12, 2024 12.02.2024

Tune into today's VRA Investing Podcast as Kip covers today's stock market performance including, the small caps leading, the improvement in the internals, the relative strength charts we are watching, and the overbought conditions we are seeing now in mega-cap stocks. In our view a generational bull market is just now starting to get underway.

VRA Investing Podcast: The New Highs Roll On with Tech & The Semis Leading The Way - Tyler Herriage 09.02.2024

In today's episode, Tyler dives into the impressive performance of major indexes and sectors, breaking records and hitting new highs for the S&P 500 and the semiconductors. He discusses the perspective of overbought conditions, the outlook for yields, and the improvement from our market internals.

VRA Investing Podcast: S&P 5000! Navigating Investing In the Roaring 2020s - Kip Herriage - February 08, 2024 08.02.2024

In today's episode, Kip discusses the recent milestone of the S&P 500 hitting 5000 for the first time, shedding light on the current economic climate and market sentiment. He delves into the indicators of the roaring 2020s and the structural bull market, emphasizing the potential for generational wealth opportunities.

VRA Investing Podcast: Turnaround Tuesday, Market Resilience, and Tech Earnings Reaction - Tyler Herriage - February 06, 2024 06.02.2024

In today's episode, we recap the market's turnaround Tuesday, highlighting the positive turn for our major indexes and the market internals. We also cover the reactions to the latest earnings reports from tech companies like Spotify, Snapchat, and Palantir. Tune into today's podcast to see what the VRA Investing System is telling us going forward.

VRA Investing Podcast: The AI Revolution, Market Momentum, and The Latest Earnings - Kip Herriage - February 05, 2024 05.02.2024

In today's episode, Kip breaks down the latest tech earnings with Palantir reporting today and more to come this week. Kip also explains why we remain bullish on tech stocks over the medium to long term despite market fluctuations and weaker market internals. Tune into today's podcast to see what the VRA Investing System sees looking forward for investors.

VRA Investing Podcast: Another week of All Time Highs As The Roaring 2020s Roll On - Kip Herriage - February 2, 2024 02.02.2024

On today's podcast, Kip dives into the continued all-time highs and strong momentum of the current market, exploring the impact of tech earnings and the future of this bull market. Kip also covers the state of the economy and the latest jobs report from this morning. Tune into today's podcast to see what the VRA Investing System is telling us looking forward.

VRA Investing Podcast: Earnings Highlights, Amazon and Meta Soar While Yields Collapse - Tyler Herriage - February 1, 2024 01.02.2024

In today's episode, Tyler breaks down the latest earning reports from the tech giants as we got Q4 earnings back from Apple, Amazon, and Meta (Facebook) today. We also explore the market's reaction to yesterday's FOMC meeting and its effects on the bond market, as well as the implications of the upcoming Bitcoin "halvening" event.

VRA Investing Podcast: J Powell Strikes Again, The Fed's Misjudgments and Their Market Implications - Kip Herriage - January 31, 2024 31.01.2024

In today's episode, Kip discusses the impact of the Fed's statements and Powell's off-script comments on the market, highlighting the potential for upcoming rate cuts and their effect on various sectors. He also shares insights on tech stocks, the performance of gold and silver, and the implications for Bitcoin. 

VRA Investing Podcast: The All-Time Highs Continue, Big-Tech Earnings, and the first FOMC of 2024 - Tyler Herriage - January 30, 2024 30.01.2024

Check out today's VRA Investing Podcast for the latest on Q4 earnings as we'll discuss the market's reactions to the latest earnings reports of tech giants like Microsoft, AMD, and Alphabet. Alongside earnings, we'll also be looking ahead at the economic data and the first FOMC meeting of 2024.

VRA Investing Podcast: Beyond the Headlines, Consumer Strength Fuels Market Optimism and an Earnings Season Preview - Kip Herriage - January 29, 2024 29.01.2024

The all-time highs continue for our markets as earnings season kicks into high gear this week. Tune into today's VRA Podcast as Kip breaks down the must-watch earnings reports from tech titans like Microsoft and Apple as we anticipate groundbreaking discussion on AI and the tech sector's transformative role in the economy

VRA Investing Podcast: The Innovation Revolution & Second Shot at Another Dotcom Melt Up - Kip Herriage - January 23, 2024 23.01.2024

In today's episode, Kip covers the significance of the innovation revolution, particularly focusing on the demand for semiconductors and the strength of the consumer and corporate sectors. Kip also shares insights on specific stocks such as Netflix and Tesla, the latest in earnings, and the potential in small-cap and housing stocks.

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