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.

Be sure to visit the podcast's website and support the creator: vraletter.com

Author

Vertical Research Advisory

Category

Business

Podcast website

vraletter.com

Latest episode

Oct 28, 2026

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Episodes

VRA Podcast: Market Snapback, Q2 Earnings, and Bullish Opportunities Ahead - Tyler Herriage - July 30, 2026 30.07.2026

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...

VRA Podcast: Market Volatility, Fed Decisions, and the Impact of Geopolitics on Investing This Week Kip Herriage - July 29, 2026 29.07.2026

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...

VRA Podcast: Market Meltdown or Buy Opportunity? Kip Herriage on War, Tesla, and Sector Winners Kip Herriage - July 24, 2026 24.07.2026

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...

VRA Podcast: Market Pullback, Earnings Beats, and the Innovation Cycle - Tyler Herriage - July 23, 2026 23.07.2026

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...

VRA Podcast: Tesla Earnings, Market Patience, and the Next Big Bull Run Kip Herriage - July 22, 2026 23.07.2026

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...

VRA Podcast: Market Resilience, Iran War, and the Innovation Revolution: Navigating Today’s Top Investment Trends - Kip Herriage - July 21, 2026 21.07.2026

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...

VRA Podcast: Rotational Bull Market Strength. Market Fear vs. Generational Bull Rally - Tyler Herriage - July 16, 2026 16.07.2026

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...

VRA Podcast: Parabolic Move Ahead Why Markets Are Set for a Major Year-End Rally - Kip Herriage - July 15, 2026 15.07.2026

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...

VRA Podcast: Bull Flag Breakouts and the Exponential Age: Where Markets and Innovation Are Headed Next - Kip Herriage - July 14, 2026 14.07.2026

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 truflati...

VRA Podcast: Optimism in the Markets: Contrarian Insights on Iran Tensions, Oil Prices, and Bull Flags - Kip Herriage - July 13, 2026 13.07.2026

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...

VRA Podcast: Nasdaq and Semis Lead Rebound: Insights Ahead of Q2 Earnings - Tyler Herriage - July 9, 2026 09.07.2026

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 n...

VRA Podcast: Why This Bull Market Is Far From Over and Pullbacks Are Opportunities - Kip Herriage - July 8, 2026 08.07.2026

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 k...

VRA Podcast: Market Rotation, Q2 Earnings, and Fed Minutes. Are Rate Cuts on the Horizon? - Tyler Herriage 07.07.2026

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. T...

VRA Podcast: Gold, Silver, and Bitcoin: Positioning for the Next Market Wave - Kip Herriage - July 6, 2026 06.07.2026

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 expla...

VRA Podcast: Central Banks Align on New Inflation Strategies - Tyler Herriage - July 1, 2026 01.07.2026

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 wh...

VRA Podcast: Dow Jones All-Time High, and Semis Surge in First Half of 2026 - Tyler Herriage - June 30, 2026 30.06.2026

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.

VRA Podcast: July Melt Up: Why Seasonality and Macro Trends Signal a Market Rally Ahead - Kip Herriage - June 29, 2026 29.06.2026

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...

VRA Podcast: Bullish Insights Amid Market Fear and Manipulation - Kip Herriage - June 26, 2026 26.06.2026

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 b...

VRA Podcast: Meltdown or Melt-Up: Why Contrarian Investors Stay Bullish This July - Kip Herriage - June 25, 2026 25.06.2026

Welcome to the VRA Investing Podcast with your host, Kip Herriage. In today’s episode, Kip Herriage breaks down why he believes we are at a pivotal turning point for the markets—a moment he calls the beginning of a “rug pull” for the old school Federal Reserve thinkers and mainstream media skeptics. He challenges the prevailing narratives around inflation, interest rates, and Fed policy, highlight...

VRA Podcast: The Truth Behind Today’s Moves, and the Market’s Next Big Leaders - Kip Herriage - June 24, 2026 24.06.2026

In today's episode, Kip takes a deep dive into a truly unusual day in the financial markets. From action in our major indexes to fears of inflation's return, Kip will break down the counterintuitive moves we're seeing across asset classes. Plus, don’t miss Kip's thoughts on oil’s future, the “three amigos” guiding monetary policy, and what to watch in tomorrow’s PCE inflation data.

VRA Podcast: Market Shakeout and Bull Traps: VRA Insights on Oil, Dollar, and Thursday’s Big Move - Kip Herriage - June 23, 2026 23.06.2026

Welcome to the VRA Investing Podcast. In today’s episode, Kip Herridge breaks down a turbulent day on Wall Street, where the NASDAQ suffered a significant drop, while small caps and the Dow fared better. Kip Herridge explores the forces behind these counter-trend moves in markets, oil, and the US dollar, and makes a bold prediction about a coming “rug pull” that could send interest rate-sensitive...

VRA Podcast: Why Inflation Is Dying and the Bull Market Is Just Getting Started - Kip Herriage - June 22, 2026 22.06.2026

Welcome back to the VRA Investing Podcast! In today’s episode, Kip Herridge shares his optimistic outlook on the markets, reflecting on his personal journey and the lessons learned from his Wall Street mentors. He dives deep into the shifting landscape of the Federal Reserve, inflation trends, and why he believes we’re just at the beginning of a generational bull market. From the impact of the mil...

VRA Podcast: Small Caps Signal Broadening Bull Market - Kip Herriage - June 15, 2026 15.06.2026

In today’s episode, Kip recaps an eventful Monday, highlighting major market moves, the latest updates from the New York Stock Exchange floor, and breaking news on the Iran deal that’s shaking up oil markets. He dives deep into investor sentiment, explains why recent volatility signals we’re still in the early innings of a powerful bull market, and makes the case for why small caps could be the ma...

VRA Podcast: SpaceX IPO - Market Impact and America’s Trillionaire Future - Kip Herrigae - June 12, 2026 12.06.2026

In today’s episode, Kip dives into a jam-packed week on Wall Street, headlined by the historic SpaceX IPO and what it signals for the ongoing bull market. From on-the-ground insights at the New York Stock Exchange to the parallels between today’s market and the dot-com era, Kip explores why the cycle is still in its early stages, explains the powerful forces behind market movements—including war,...

VRA Podcast: Market Resets, War Tells, and Bullish Trends - Kip Herriage - June 11, 2026 11.06.2026

In today’s episode Kip dives deep into the factors driving this major turnaround. Kip explores the latest developments from the Oval Office—highlighting President Trump’s new deal with Iran and its immediate impact on oil prices, interest rates, and the US dollar. We’ll discuss the dramatic bounce in gold, silver, and miners, the significance of algorithm-driven trading during volatile times, and...

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