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 Podcast: Tracking Bull Market Momentum Despite February’s Volatility - Kip Herriage - February 27, 2026 27.02.2026 18:31
In today’s episode, host Kip breaks down a rollercoaster week in the markets as February wraps up with a downturn—but that’s not the whole story. Kip explores why, despite a rocky finish to the month, he’s bullish heading into March and April, historically two of the best months for investors. You’ll hear Kip address the recent inflation concerns and why a spike in the Producer Price Index might n...
VRA Podcast: Software Surge - Reprieve or Rally? Inside a Broadening Bull Market - Tyler Herriage - February 26, 2026 27.02.2026 30:52
In today's episode, Tyler dives into the market action, highlighting what's happening under the hood and the continued broadening effect on stocks. Despite continued all-time highs, sentiment remains surprisingly fearful, and as contrarians here at the VRA, we see that as a major opportunity. Tune in to hear Tyler Herriage break down the latest market internals, highlight shifting sector l...
VRA Podcast: Nvidia Earnings Crush, Market Rotation, and Bitcoin’s Bull Run: VRA Investing Midweek Breakdown - Kip Herriage - February 25, 2026 25.02.2026 26:28
Welcome back to the VRA Investing Podcast with your host, Kip Herriage! In this episode, Kip Herriage gives us a timely market recap following a strong day for stocks, spotlighting Nvidia’s blowout earnings and what that means for investors moving forward. He unpacks how seasonality and rotational strength are driving current bull market trends, with sectors like software and the Magnificent Seven...
VRA Podcast: The Current State of the (Market) Union = All-Time Highs. What to Watch For Next- Tyler Herriage - February 24, 2026 24.02.2026 30:26
In today's episode, Tyler shares insights and recaps a stellar day in the markets, with a fresh round of all-time highs in key areas like semiconductors. He also gives a preview of tomorrow's much-anticipated Nvidia report, and what to expect in tonight's State of the Union address. Tune into today's podcast to learn more.
VRA Podcast: Market Shake-Up, Tariff Talk, and AI Buy Opportunities Kip Herriage - February 23, 2026 23.02.2026 31:58
In today's episode, Kip dives into a whirlwind Monday in the markets, sharing insights on everything from the recent volatility in software stocks to the bigger economic forces at play including tariffs, AI disruption, and geopolitical tensions with Iran. He breaks down why late February tends not to be kind to investors, but why March and April could be lining up for significant gains. Kip He...
VRA Podcast: Market Resilience & Bullish Indicators Amid Tariff Drama & Economic Surprises - Tyler Herriage - February 20, 2026 20.02.2026 35:18
In today's episode, Tyler wraps up the week's market action, sharing insights on what drove stocks higher despite a flurry of major headlines, including the Supreme Court’s long-awaited ruling on Trump’s tariffs, fresh GDP and inflation data, and ongoing global tensions. Tyler breaks down why it’s not just the headlines but the market’s reaction that matters. Tune into today's podcast...
VRA Podcast: Debunking Market Fears: Blue Owl, Gold Miners, and the Next Bull Run - Kip Herriage - February 19, 2026 19.02.2026 38:26
Welcome back to the VRA Investing Podcast with your host, Kip Herriage. In today’s episode, Kip Herriage returns from a short business trip to Dallas, fresh off a conversation with Grant Stinchfield of Real America’s Voice, and ready to tackle a week packed with market anxiety, big headlines, and fresh opportunities. The show dives straight into recent market jitters—how fears over Blue Owl Capita...
VRA Podcast: AI Disruption or Opportunity? XAI, and Why the Bulls Aren’t Done Yet - Tyler Herriage - February 12, 2026 12.02.2026 32:14
In today's episode, Tyler breaks down a rollercoaster day on Wall Street that saw our markets open higher before finishing near their lows of the day. Amidst negative headlines it can be tough to find bright spots, but Tyler highlights the underlying strengths: double-digit earnings growth, new manufacturing booms in the U.S., and signs of a generational bull market in the making. Tune into to...
VRA Podcast: Semiconductor Surge and Gold Miner Supercycle - Kip Herriage - February 11, 2026 11.02.2026 34:36
In today's episode, Kip dives into the market’s surprising midday volatility and the unwavering strength of the semiconductor sector, highlighting how semis and Bitcoin remain key liquidity indicators for savvy investors. Kip explores the persistent negative media narrative, contrasting it with robust jobs data and economic trends that suggest Trump’s policies are fueling a genuine economic bo...
VRA Podcast: Broadening Bull Market, Record Highs, and Contrarian Opportunities - Tyler Herriage - February 10, 2026 10.02.2026 31:34
In today's episode, Tyler takes a deep dive into the market’s ongoing strength, despite mixed headlines and bearish sentiment. The conversation covers the broadening effect fueling all-time highs across sectors and international markets, the latest updates on GDP growth, and strong moves from the homebuilders. Tune into today's podcast to learn more.
Overcoming Market Fears: Bullish Strategies, Historic Trends, and The Gold Miner Opportunity - Kip Herriage - February 9, 2026 09.02.2026 38:23
Welcome back to the VRA Investing Podcast! In today’s episode, Kip Herriage takes us on a deep dive into the current state of the markets, fresh off what he calls “the most boring Super Bowl ever.” He jumps right in with a thoughtful discussion about how generational perspectives are shaping investor sentiment, especially in the wake of the 2008 financial crisis. While older investors may still fe...
VRA Podcast: Dow Hits 50,000 as Market Soars and Bitcoin Bounces Back - February 6, 2026 - Kip Herriage 06.02.2026 14:35
Welcome to the VRA Investing Podcast! In today’s episode, Kip Herriage breaks down an extraordinary end to the week on Wall Street. With the Dow Jones hitting the historic 50,000 mark and markets seeing impressive gains across the board—including semiconductors up over 5% and small caps continuing their leadership—this was truly a tale of two cities compared to earlier in the week. Kip dives into...
VRA Podcast: CAPEX Surge, Distruptive Innovation, and Spotting Opportunities in Chaos - Tyler Herriage - February 05, 2026 05.02.2026 30:44
In today's episode, Tyler covers a tough day on Wall Street where all four major indexes saw declines, but he also sends out a reminder that even during market pullbacks, there are bright spots and opportunities for savvy investors. From big moves in stocks to dramatic swings in sentiment, Tyler covers it all. Tune in to today's podcast to learn more.
VRA Podcast: Navigating Market Rotations and Bullish Trends - Kip Herriage - February 4, 2026 04.02.2026 37:49
In today’s episode, Kip dives into the latest market action and shares insights on the rotational themes shaping investor sentiment right now. He discusses why he and his team recently took profits in leveraged ETFs, what the software sector’s recent pullback means for tech investors, and why these movements are actually textbook signs of a healthy bull market. Kip also breaks down the impact of b...
VRA Podcast: Small Caps Lead, Earnings Surprise, And Bullish Rotations - Tyler Herriage - February 3, 2026 03.02.2026 27:58
In today's episode, Tyler breaks down a mixed day for the major indexes and takes a deep dive into the unexpected bright spots from today's action. Tyler covers a lot of ground, from the latest from Q4 earnings season to what investor sentiment is telling us, and even the groundbreaking merger between SpaceX and xAI. If you want to learn more about the latest shifts in stock market action,...
VRA Podcast: Market Shakeout and the Kevin Warsh Factor - Kip Herriage - January 30, 2026 30.01.2026 37:24
In today’s episode, Kip dives headfirst into a whirlwind week on Wall Street, unpacking everything from the sudden market downturn triggered by news of Kevin Warsh’s potential appointment as Fed Chair, to lessons in smart portfolio management. You’ll hear Kip break down why diversification is king, explore the wild swings in gold, silver, and Bitcoin and explain why fear and greed are an investor’...
VRA Podcast: Robotics ‘ChatGPT Moment’ and Major Tesla–SpaceX Developments - Tyler Herriage - January 29, 2026 30.01.2026 37:45
In today's episode, Tyler breaks down a whirlwind day on Wall Street, where the market may have looked shaky for most of the session, but a powerful smart-money rally into the close and a burst of breaking news set the stage for a potentially explosive Friday. He also explains why the VRA remains aggressively bullish on equities. Tune into today's podcast to learn more
VRA Podcast: Gold and Silver Go Parabolic as Fed Stays Steady and Tesla Shifts Gears - Kip Herriage - January 28, 2026 29.01.2026 37:07
Welcome to the VRA Investing Podcast! In today’s episode, host Kip Herriage dives into a packed Wednesday—highlighting the latest market news fresh off Tesla’s earnings call, updates on Meta and Microsoft’s quarterly results, and a preview of next week’s earnings season, including an eagerly anticipated report from Apple. Kip Herriage breaks down the current landscape for leveraged ETFs, shares in...
VRA Podcast: All-Time Highs Ahead of FOMC. Could Rate Cuts Crush Inflation? - Tyler Herriage - January 27, 2026 28.01.2026 38:43
In today's episode, Tyler breaks down the latest all-time highs, market leaders, and why tech stocks (semiconductors in particular) are making waves. He also previews a packed week of major earnings reports from mega-cap names like Microsoft, Meta, and Tesla, as well as the much-anticipated FOMC meeting and what investors should watch for in Jay Powell’s press conference. Tune into today's...
VRA Podcast: Earnings Week, Fed Uncertainty & Precious Metals Surge - Kip Herriage - January 26, 2026 26.01.2026 35:04
In today's episode, Kip breaks down a range of critical market topics as we kick off the week. From analyzing short-term versus primary trends and navigating the complexities of leveraged ETFs, to dissecting the latest counter-trend market moves, Kip offers timely strategies for staying disciplined even amidst uncertainty. He dives into the major headlines moving the markets, including this we...
Retail Investors Lead Bull Market as Gold and Silver Hit New Highs 22.01.2026 27:48
Welcome to the VRA Investing Podcast! On this lively Friday edition, host Kip Herriage dives into the latest market trends, the ongoing surge in gold and silver, and why retail investors have outsmarted Wall Street by betting big on the Trump economic miracle. From discussing true price discovery in precious metals to exploring groundbreaking developments with Tesla’s humanoid robots and robo-taxi...
VRA Podcast: Market Rally, Greenland Deal, And Breaking News For Innovation Revolution - Tyler Herriage - January 21, 2026 21.01.2026 37:16
In today's episode, Tyler breaks down an action-packed day in the markets, spotlighting a dramatic turnaround from this morning’s futures trading to the strong rally into the close. He also gives a no-holds-barred analysis of President Trump’s headline-making speech at WEF in Davos, the Greenland deal framework, and what we see for the future of America. Tune into today's podcast to learn...
VRA Podcast: Why the Japanese Bond Market Matters for Global Investors - Kip Herriage - January 20, 2026 20.01.2026 27:14
In today's episode, Kip dives deep into a whirlwind trading day following the long MLK holiday weekend. He unpacks the market’s nervous reaction to comments from Treasury Secretary Scott Bessant about the Japanese bond market, discusses why this “black swan” risk continues to keep seasoned investors up at night, and explains the importance of having a robust game plan especially when it comes...
VRA Podcast: Stock Market Broadening, Semis Leading, & the Tokenization of Assets - Tyler Herriage - January 15, 2026 15.01.2026 41:07
In today's episode, Tyler takes a deep dive into a day marked by all-time highs across a wide range of sectors, illustrating just how much the current bull market is broadening beyond the “Magnificent Seven.” He breaks down standout earnings from Taiwan Semiconductor, which sectors are leading the charge, and what the future of the innovation revolution holds. Tune into today's podcast to...
VRA Podcast - Market Pullback or Opportunity: Bullish Signals and Trump's Pressure on the Fed - Kip Herriage - January 14, 2026 14.01.2026 18:42
Welcome back to the VRA Investing Podcast! In today’s episode, Kip Herriage breaks down a fascinating day in the markets, where headline numbers showed a decline, but everything beneath the surface pointed towards ongoing strength. Was this dip just a breather in a relentless bull market? Kip Herriage dives into why small caps continue to shine, analyzes powerful positive market internals, and exp...
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