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: Bull Market Broadens as Small Caps Surge and Liquidity Flows - Kip Herriage - September 4, 2025 04.09.2025

In today’s show, Kip breaks down a stellar day on Wall Street, highlighting new all-time highs for the S&P 500 and major moves in sectors like small caps and semiconductors. He digs deep into the market's broadening strength, the powerful wave of liquidity propelling this bull market, and why falling interest rates could be the biggest untold story driving everything higher. Kip also tackl...

VRA Investing Podcast: Inside Snowline Gold & Yukon’s Billion Dollar Mining Breakout - Kip Herriage - September 3, 2025 03.09.2025

In today's episode, Kip shares some exciting updates about an upcoming trip to examine one of the hottest gold mining stories in Canada, Snowline Gold and reflects on the remarkable journey this junior miner has taken from 75 cents a share to over $7.20. He takes listeners behind the scenes on VRA's due diligence process, discusses how to spot mining scams, and previews the boots on the gr...

VRA Investing Podcast: Labor Day Recap, Gold Bulls, and Market Momentum - Kip Herriage - September 2, 2025 02.09.2025

In today’s episode, Kip returns from an epic Alaskan fishing adventure, recharged and ready to dig into the state of the markets after the long Labor Day weekend. Kip shares personal stories from the Highlands Lodge, recounting how his trip to the wilds of Pelican, Alaska, ended with more than just memories, plenty of salmon, halibut, and unique fish tales in tow. But it’s not all leisure. Kip is...

VRA Investing Podcast: The Powell Pivot, All-Time Highs & The Path to 5% GDP Growth- Kip Herriage - August 22, 2025 22.08.2025

In today's jam-packed episode, Kip covers a significant milestone that began with J Powell's surprisingly dovish speech at the Fed's Jackson Hole meeting, which led to a big rally from the small caps and an All-Time High from the Dow Jones. Tune in for all this and more—including actionable insights on what sectors to watch, where retail investors are leading the charge, and why stayin...

VRA Investing Podcast: Market Opportunities Ahead—Will Gold Be Revalued? - Tyler Herriage - August 21, 2025 21.08.2025

In today's episode, Tyler takes a deep dive into the under-the-hood action shaping today’s investing landscape. While we have entered a seasonally weak period of the year, there is plenty of bullish action beneath the surface, from surprising sentiment readings to intriguing breadth expansion. Most notably, he sets aside time for a special discussion on gold—exploring the potential implications of...

VRA Investing Podcast: Liquidity Oceans, Bull Markets & the Fed’s Next Steps - Kip Herriage - August 20, 2025 20.08.2025

In today’s episode, Kip dives deep into a volatile August market, unpacking this week’s wild swings and what they mean for your portfolio. Despite choppy trading, Kip doubles down on his bullish outlook, arguing that we’re still in the very early innings of this bull market. He breaks down why current dips are buying opportunities, shares his strong predictions for year end and 2026, and takes a c...

VRA Investing Podcast: Did Powell’s Speech Leak? Kip Herriage - August 19, 2025 19.08.2025

In today’s episode, Kip breaks down a particularly strange day in the markets, sharing his raw reactions and unique insights. Kip dives into the latest market turbulence highlighting how Bitcoin’s decline, tech sector sell-offs, and surprising moves in semiconductors all seem to hint at something brewing beneath the surface, possibly even a leaked speech from Federal Reserve Chairman Jay Powell. D...

VRA Investing Podcast: Why Trusting Markets Over Government Data Pays Off - Kip Herriage - August 14, 2025 14.08.2025

In today's episode, Kip breaks down today's market resilience despite this morning's hotter-than-expected PPI inflation data. Investors leaned into the tried and true "buy the dip" mentality, and while we didn't finish positive today, we did finish near the highs of the day. Kip also dives into today's breaking news headlines from the tech sector. Tune into today'...

VRA Investing Podcast: Navigating Rotational Markets & Small Cap Breakouts - Kip Herriage - August 13, 2025 13.08.2025

In today's episode, Kip breaks down a dynamic day in the markets, highlighting the powerful rotational moves between major indexes and the signs of a broadening, healthy bull market. Kip shares insights from his 40 year investing career, explaining why he's the most bullish he’s ever been and what indicators he’s watching like stocks trading above their 50 and 200 day moving averages to ga...

VRA Investing Podcast: Markets Soar to All-Time Highs as Fed Rate Cut Hopes Rise - Tyler Herriage - August 12, 2025 12.08.2025

In today's episode, Tyler breaks down today's All-time highs for both the Nasdaq and the S&P 500 after we received better-than-expected inflation data in the CPI print this morning. Tyler takes an in-depth look at the increasing market breadth, surprising levels of bearish sentiment, and shares why there is still plenty of room for growth. Tune into today's podcast to learn more.

VRA Investing Podcast: Why Groupthink & Analysis Paralysis Hurt Investors - Kip Herriage - August 11, 2025 11.08.2025

In today’s episode, Kip kicks off the week with a deep dive into the latest market action following new all-time highs in the NASDAQ and S&P 500. Kip unpacks why so many smart investors struggle to outperform the market, highlighting the dangers of “analysis paralysis” and groupthink driven by mainstream financial media. As we look ahead to a data heavy week, Kip shares his candid thoughts on...

VRA Investing Podcast: The Truth About Economic Growth, Tariffs & Inflation - Kip Herriage - August 07, 2025 07.08.2025

In today's episode, Kip dives into the exciting developments shaking up the market and investor landscape. Beginning with President Trump's headline-making move to allow 401(k) investments into private equity and Bitcoin, and what it means for your portfolio. Kip explains how this will lead to an expansion of liquidity, fueling this bull market. Finally, he explains why America is seeing a...

VRA Investing Podcast: Why Market Seasonality Isn’t Everything - Kip Herriage - August 6, 2025 06.08.2025

In today’s episode, Kip takes us through a powerful midweek market wrap. Kip reflects on another strong performance from the markets, diving into the ongoing debate around seasonality, market timing, and why his team at VRA remains bullish despite the cautionary tales from “seasonality bears.” He discusses the importance of a disciplined approach to investing and how systematic monthly dollar cost...

VRA Investing Podcast: Surging Gold, Bullish Markets, and the Innovation Revolution - Kip Herriage - August 4, 2025 04.08.2025

In today’s episode, host Kip Herriage takes us on a dynamic ride through market action following a dramatic bounce back Monday, highlighting why the rally is real and not just another “dead cat bounce.” From dissecting questionable government economic data and critiquing Fed leadership, to spotlighting the power of real-time AI-fueled economic reporting, Kip unpacks why he believes America’s econo...

VRA Investing Podcast: The Truth About Jobs Reports and Market Volatility - Kip Herriage - August 1, 2025 01.08.2025

In today’s episode, Kip unpacks a whirlwind Friday filled with dramatic moves in interest rates, big swings for gold and the stock market, and a heated discussion about the credibility of government jobs data following a high-profile firing at the Bureau of Labor Statistics. He also offers his sharp perspective on how political maneuvering might be impacting economic reports, gives an update on th...

VRA Investing Podcast: Tech Earnings, Market Insights, and Where Opportunities Await - Tyler Herriage - July 31, 2025 31.07.2025

In today's episode, Tyler dives into the latest tech earnings reports following another busy week of Q2 Earnings. Tyler also pulls back the curtain on Federal Reserve decisions, the ongoing impact of J Powell’s policy decisions, and why this moment in the market cycle might be a golden "buy the dip" opportunity. Tune into today's podcast to learn more.

VRA Investing Podcast: Market Resilience Despite Fed Day Fallout - Kip Herriage - July 30, 2025 30.07.2025

In today's episode, Kip dives into the Federal Reserve following today's FOMC meeting, and more importantly, he breaks down the market's reaction to J Powell's ongoing policy mistake. You’ll also hear Kip break down this week’s blockbuster earnings from tech giants like Meta and Microsoft, highlight the structural strength in corporate America, and touch on why he still sees massiv...

VRA Investing Podcast: Six Straight Market Highs and Fed Meeting Outlook - Kip Herriage - July 29, 2025 29.07.2025

In today’s episode, Kip breaks down another action packed day in the markets as we ride a six day streak of all time highs. Kip covers everything from the kickoff of the latest Fed meeting to the robust Q2 earnings reports that have been easily beating analyst expectations. He dives deep into market seasonality, the looming U.S.-China trade talks, and discusses why there’s still plenty of cash on...

VRA Investing Podcast: Why This Melt Up Bull Market Still Has Room to Run - Kip Herriage - July 28, 2025 28.07.2025

In today’s episode, Kip dives deep into the markets hitting fresh all-time highs, with both the Nasdaq and S&P 500 continuing their impressive melt-up. He highlights the explosive gains of Nvidia as it closes at another record high, cementing its place as the king of semiconductors. Kip also discusses why he believes we’re in the midst of a powerful bull market, defying the usual “August-Septe...

VRA Investing Podcast: All-Time Highs Present Big Market Opportunities - Tyler Herriage - July 25, 2025 25.07.2025

In today's episode, Tyler recaps an exciting week of stock market action, from Q2 earnings to economic data and All-time Highs from the S&P 500 and NASDAQ. Looking ahead, Tyler sets the stage for what to watch from in next week's jam-packed market calendar. Whether you’re an investing pro or just getting started, you’ll get actionable insights on where the market’s headed, what to look...

VRA Investing Podcast: Navigating New Bull Markets and the Roaring 2020s - Kip Herriage - July 24, 2025 24.07.2025

In today’s episode, Kip takes us through a whirlwind day in the markets, following yesterday’s explosive rally on the Dow and today’s pullback. Kip dives deep into why he believes we’ve officially moved out of a historic string of bear markets and are now entering what he calls the “golden age” for investors, a period that could rival the roaring late '90s and usher in massive wealth creation...

VRA Investing Podcast: Tesla Earnings, AI Revolution, and Market Breakouts - Kip Herriage - July 23, 2025 23.07.2025

In today’s episode, Kip returns and dives right into the latest action on Wall Street, recapping a big day for the markets and some headline grabbing earnings. Kip spotlights Tesla’s latest earnings report, breaking down the numbers and sharing his bullish outlook for Elon Musk’s ever evolving company including updates on AI, robotics, and the promising future of autonomous vehicles. He also touch...

VRA Investing Podcast: All-Time Highs, Upside Earnings Surprise, and Fed Drama - Tyler Herriage - July 17, 2025 17.07.2025

In today's episode, Tyler breaks down an exciting day of stock market action on Wall Street, highlighting a number of All-Time Highs from our major indexes to the semiconductors. He also discusses a record level of companies reporting earnings beats, and what to expect from tech earnings going forward. Tune in for the latest, actionable, market-driven analysis. 

VRA Investing Podcast: Our 22-Year Journey. Why The Best Is Yet To Come - Kip Herriage - July 16, 2025 16.07.2025

In today's episode, Kip unpacks a wild market day amid rumors of Fed Chair Jay Powell's potential ousting and its investor impact. Celebrating VRA's 22nd anniversary, he shares his Wall Street-to-VRA journey and mentor lessons that fueled decades of wins. Discover why the bull market's best is ahead—tune in for actionable optimism!

VRA Investing Podcast: "War Zone" Preview, CPI Data, and Q2 Earnings - Kip Herriage - July 15, 2025 15.07.2025

In today's episode, Kip calls out the mainstream financial media for their take on inflation and the impact of Trump’s tariffs, sharing his unfiltered views on the Federal Reserve and Jay Powell’s role in the current economic landscape. He also recaps the start of Q2 earnings and shares his outlook for the quarter. Tune into today's podcast to learn more

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