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: All-Time Highs, Inflation Surprises & the Fed’s Political Moves - Tyler Herriage - January 13, 2026 13.01.2026 37:50
In today's episode, Tyler breaks down the latest market action after a day of slight losses for the major indexes, but with plenty of exciting things happening beneath the surface. We'll cover insights on the latest inflation data, including an unexpected downside surprise in core CPI, why US gas prices have dropped to multi-year lows, and how these shifts are impacting American households...
VRA Podcast: Bull Market Signals and Options Program Success - Kip Herriage - January 12, 2026 12.01.2026 31:21
In today's episode, Kip recaps an action-packed weekend of playoff football before diving into the latest moves in the markets. He breaks down Monday’s dramatic reversal, where the Dow Jones battled back from a nearly 500-point drop to close in positive territory, and highlights the bull market behaviors in indexes like the S&P 500, Russell 2000, and semiconductors. Kip shares insights int...
VRA Podcast: Unleashing American Innovation; Jobs, GDP Growth, and the Roaring 2020s - Tyler Herriage - January 09, 2026 09.01.2026 38:05
In today's episode, Tyler wraps up the first full week of trading in 2026 with a deep dive into what’s shaping up to be an exciting year for investors. From all-time highs across major indexes to critical updates in jobs data, inflation, and the Trump administration’s bold economic moves. Don't miss Tyler's breakdown of the week’s most important headlines and what they mean for your po...
VRA Podcast: Trump’s Bold Moves in Housing and Markets: A New Era for Investors - Kip Herriage - January 8, 2026 08.01.2026 14:21
Welcome to the VRA Investing Podcast! In today’s episode, host Kip Herriage dives into a jam-packed Thursday with market insights and breaking economic news. Kip Herriage kicks things off with a major announcement from President Trump—plans to buy $200 billion in mortgage bonds as part of a broader initiative to lower housing costs and make homeownership more accessible. He unpacks the ongoing &qu...
VRA Podcast: The Global Reflation Trade & 2026 Market Opportunities - Kip Herriage - January 07, 2026 07.01.2026 30:53
In today’s episode, Kip breaks down the latest market activity, exploring how recent political announcements, particularly from Trump, are impacting key sectors like housing, defense, energy, and banking. He also shares his perspective on why the current bull market remains strong and explains the VRA strategy for navigating short-term dips, specifically in semiconductors and small caps. Tune into...
The Structural Bull Market Explained: Semis, Small Caps, and Reflation Rally Insights 06.01.2026 31:34
Welcome to another episode of the VRA Investing Podcast with your host, Kip Herriage. In today's show, Kip Herriage takes us through a bullish outlook on the markets, sharing why military action, the reflation trade, and the evolving power dynamics at the Federal Reserve are driving stocks higher. He discusses the impacts of global events, the Trump economic doctrine, and what it means for inv...
VRA Podcast: Markets Hit All Time Highs After Venezuela Shake Up - Kip Herriage - January 5, 2026 05.01.2026 22:51
In today’s episode, Kip dives into a whirlwind of market moving news and keen insights at the start of a new year. You’ll hear a fast-paced analysis of the recent dramatic developments in Venezuela, the implications for global power dynamics, and why these international events are driving opportunities in gold, silver, and bitcoin. Kip reflects on the VRA portfolio’s strong performance outpacing t...
VRA Podcast: Silver Breakout, Housing Boom, and Bullish Sentiment: VRA’s Outlook for 2026 - Kip Herriage - December 30, 2025 30.12.2025 33:44
Welcome to the VRA Investing Podcast! In today’s episode, host Kip Herriage wraps up the final show of 2025 and looks ahead with optimism to 2026. He shares personal stories from the holiday season and dives into what makes him bullish for the new year, discussing the January trifecta and its historical track record for strong market performance. Kip Herriage explores the current state of market s...
VRA Podcast: Market All-Time Highs & Santa Claus Rally Set to Begin - Tyler Herriage - December 23, 2025 23.12.2025 23:40
In today’s episode,Tyler recaps a high-powered day for the markets as we close in on the end of 2025. Tyler dives into the latest economic data, including a standout Q3 GDP report and bullish trends pushing key indexes to all-time highs. He also shares insights on the impact of innovation especially AI and how deregulatory policies and a flood of liquidity could keep fueling this bull market into...
VRA Podcast: Riding the Santa Claus Rally: Market Signals, Tesla’s Surge, and Gold Miner Boom - Kip Herriage - December 22, 2025 22.12.2025 31:27
Welcome to another episode of the VRA Investing Podcast with your host, Kip Herriage. In this Monday edition, Kip Herriage dives into the fast-paced run-up to Christmas, sharing not only timely market updates but also reflections on the importance of enjoying the holiday season with family and friends. In today’s episode, Kip Herriage breaks down the latest action in gold, silver, and the all-impo...
VRA Podcast: Trump’s Plan, CPI Shock, and The Next Big Moves for Markets 18.12.2025 36:37
In today’s episode, Kip dives into the biggest market headlines and investment themes shaping 2026 and beyond. After a marathon day on the road, Kip shares quick insights on riding in his Tesla, before the hosts break down Trump’s recent address, the lingering effects of media bias, and why the latest CPI data points to a disinflationary future. They also dissect the market’s reaction to Tucker Ca...
VRA Podcast: Are You Bullish Enough? VRA 2026 Investing Forecast - Tyler Herriage - December 17, 2025 18.12.2025 35:51
In today’s episode, Tyler Herriage breaks down the latest market action as we head into the end of 2025 and look ahead to what’s shaping up to be an exciting 2026. Despite continued market weakness this week, Tyler points out several bullish factors on the horizon—including the much-anticipated Santa Claus rally, the January trifecta, and a host of fundamental drivers
VRA Podcast: Tesla Hits All-Time High: Innovation Revolution, SpaceX Rumors, and 2026 Market Outlook- Kip Herriage - December 15, 2025 16.12.2025 44:26
Welcome back to the VRA Investing Podcast! In this episode, host Kip Herriage dives deep into Tuesday’s market action with a heavy focus on Tesla’s record-breaking rally. Kip Herriage unpacks why Tesla hit an all-time high, what’s fueling its momentum, and why he believes the journey is far from over. He shares insights on the potential benefits coming for Tesla shareholders if SpaceX goes public,...
VRA Podcast: Bullish Trends and What’s Driving the Market Higher - Kip Herriage - December 15, 2025 15.12.2025 42:19
In today’s episode, Kip dives into the latest market action after a rough start to the week, highlighting the volatility and short-term shakeouts in stocks and bitcoin. He explores why these pullbacks are actually signs of a young and bullish market, shares his thoughts on the Federal Reserve’s direction with potential new leadership, and introduces a compelling theory about a long-term plan invol...
Wayne Allyn Root Joins Us to Talk About His $100 Million Lawsuit Against the Plandemic Industry! 11.12.2025 29:38
In today's special edition of the VRA Podcast, we are joined by our good friend Wayne Allyn Root to discuss his free speech lawsuit targeting Stanford and major social media platforms over their COVID-related censorship. Wayne sheds light on the issues impacting free speech, personal loss, and the political climate, including the controversial case of Tina Peters in Colorado. Tune in for this...
VRA Podcast: Fed Day! Small Caps Soar, All-Time Highs, and an Ocean of Liquidity - Tyler Herriage - December 10, 2025 10.12.2025 32:15
In today's episode, Tyler covers an action-packed FOMC day, recapping J Powell's latest press conference, and more importantly, what it means for investors going forward. He also dives into the ocean of liquidity set to hit this market in 2026 that will fuel the next leg higher for stocks. Plus, Tyler previews an exciting special guest podcast coming up tomorrow with Wayne Allyn Root.
VRA Podcast: Why Silver’s Rally Signals More Upside and What’s Next for Fed Policy - Kip Herriage - December 9, 2025 09.12.2025 39:21
Welcome to the VRA Investing Podcast! In today’s Tuesday episode, your host Kip Herriage breaks down the latest action in the markets and sets the stage for what’s shaping up to be an extraordinary period for investors. From record highs in silver to a bullish outlook on gold and commodities, Kip Herriage dives into why “inflationary assets” should be on your radar and how true price discovery is...
VRA Investing Podcast: Fed Rate Cut Predictions & Holiday Market Strategy - Kip Herriage - December 8, 2025 08.12.2025 36:29
In today’s episode, Kip breaks down the big stories and market moves you need to know about as we kick off a busy week on Wall Street. With the Federal Reserve meeting looming and rate cut speculation swirling, Kip shares insights on what Jay Powell is likely to do, why the bond market is sending mixed signals, and why these moves could signal a bullish setup for investors heading into the end of...
VRA Podcast: What Investors Need to Know About Tariffs, Rate Cuts, and Market Melt-Ups - Kip Herriage - December 5, 2026 05.12.2025 45:09
Welcome to the VRA Investing Podcast! In this Friday episode, host Kip Herriage dives into the latest market action, discusses the importance of seasonality in market trends, and delivers his ongoing bullish outlook for the year ahead. He shares personal reflections from a recent trip to Denver, addresses growing anxieties around inflation and interest rates, and explains why he believes another 2...
VRA Podcast: Seasonality Strength and Semiconductors Leading the Charge - Kip Herriage - December 3, 2025 03.12.2025 26:30
In today's episode, Kip dives into the current state of the markets, where seasonality is driving strong bullish momentum and small caps are leading the charge. He shares insights from money manager Bryan, noting that short sellers are getting burned, and institutional investors still aren’t bullish enough. Kip highlights standout moves in sectors like semiconductors and reveals how the VRA po...
VRA Podcast: Why the AI "Bubble" Isn’t Popping, and Bullish Prospects for 2026 - Tyler Herriage - December 02, 2025 02.12.2025 32:06
In today's episode, Tyler dives into a packed session, recapping today's turnaround Tuesday in the markets and setting the stage for what could be a bullish finish to the year and an even brighter 2026. He also explores the powerful seasonality tailwinds, the impressive leadership of the semiconductor sector, and fresh forward-looking earnings estimates that paint an optimistic picture for...
VRA Podcast: Market Seasonality, Gold and Bitcoin Updates, and 2026 Bullish Forecasts - Kip Herriage - December 1, 2025 01.12.2025 24:58
Welcome back to the VRA Investing Podcast! In today's episode, your host Kip Herriage takes us through a whirlwind Monday in the markets, recapping a day that didn't quite match recent highs but still kept the bullish momentum alive. Kip Herriage covers the latest action in the major indices, breaks down surprising moves in Bitcoin—especially with big news from Vanguard—and explains why vo...
VRA Investing Podcast: 2026 The Birth of the Innovation Revolution Bull Market - Kip Herriage - November 28, 2025 28.11.2025 37:53
In today’s episode, Kip breaks down the post Thanksgiving market action and shares insights into why November finished with such strength despite a few surprises from the indexes. You’ll hear Kip Herriage's bullish outlook for 2024, including his conviction that we're heading into a generational bull market driven by the so-called "innovation revolution," and his targets for the...
VRA Investing Podcast: Thanksgiving Market Update and Why the Roaring 2020s Are Just Getting Started - Kip Herriage - November 26, 2025 26.11.2025 38:54
Welcome to another episode of the VRA Investing Podcast! In today’s show, Kip Herriage shares a special pre-Thanksgiving episode, packed with reflections on family traditions, investing wisdom, and a bullish outlook for the markets as we head into the holiday season and the new year. From his family’s pumpkin pie rituals to why he’s more optimistic than ever about the innovation revolution driving...
VRA Investing Podcast: Chips Wars. Breaking Down The Beginning Of the Innovation Revolution - Tyler Herriage - November 25, 2025 25.11.2025 23:12
In today's episode, Tyler Herriage dives into the latest market action after a strong start to the week, highlighting the impressive rebound in major indexes and the standout performance of individual stocks. He takes a close look at the current buzz around Google’s new TPUs versus Nvidia’s GPUs, breaking down what these innovations mean for investors and whether there’s truly an AI bubble bre...
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