VRA Investing Podcast

Vertical Research Advisory
  • 4.2 (11)
  • INVESTING
  • UPDATED DAILY

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.

  1. 3H AGO

    VRA Podcast: Market Resilience & Bullish Indicators Amid Tariff Drama & Economic Surprises - Tyler Herriage - February 20, 2026

    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 to learn more.

    35 min

  2. 1D AGO

    VRA Podcast: Debunking Market Fears: Blue Owl, Gold Miners, and the Next Bull Run - Kip Herriage - February 19, 2026

    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 Capital sparked new comparisons to the 2008 financial crisis and why Kip Herriage believes those fears are overblown. He breaks down the latest in the AI innovation boom, what it means for investors today, and his outlook for generational bull markets, drawing parallels to the early days of the dot-com era.

    38 min

  3. FEB 12

    VRA Podcast: AI Disruption or Opportunity? XAI, and Why the Bulls Aren’t Done Yet - Tyler Herriage - February 12, 2026

    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 today's podcast to learn more.

    32 min

  4. FEB 11

    VRA Podcast: Semiconductor Surge and Gold Miner Supercycle - Kip Herriage - February 11, 2026

    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 boom. We’ll unpack the historic undervaluation and explosive potential of gold miners, discuss the surge in tariff revenues, and analyze what these signals mean for your portfolio. Plus, Kip addresses AI’s impact on industries, dispelling myths about job destruction and predicting an exciting wave of innovation that could create new industries and extend lifespans. Tune into today's podcast to learn more.

    35 min

  5. FEB 10

    VRA Podcast: Broadening Bull Market, Record Highs, and Contrarian Opportunities - Tyler Herriage - February 10, 2026

    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.

    32 min

  6. FEB 9

    Overcoming Market Fears: Bullish Strategies, Historic Trends, and The Gold Miner Opportunity - Kip Herriage - February 9, 2026

    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 feel scarred by the downturn, Kip Herriage applauds the younger crowd for their bullish outlook and willingness to “buy the dip”—and explores why that strategy is paying off in today’s bull market. This episode also uncovers the powerful rotational theme driving sector performance, highlights record-low valuations in gold miners, and breaks down key economic drivers like the “Trump economic miracle,” the innovation revolution, and a global reflation trend. Kip Herriage shares actionable insights on why he believes this bull market could be the best of our lifetimes, what indicators to watch for a true market top, and why he’s keeping a close eye on gold, silver, and Bitcoin for big moves ahead.

    38 min

  7. FEB 6

    VRA Podcast: Dow Hits 50,000 as Market Soars and Bitcoin Bounces Back - February 6, 2026 - Kip Herriage

    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 the rapid market rotation, big moves in Bitcoin, and why the recent shakeout in momentum stocks and software was likely overdone. He also discusses structural bull market trends, how global reflation continues to drive growth, and the underlying strength in gold, silver, and mining stocks. Wrapping up with sector and commodity insights, Kip shares his bullish outlook and the importance of staying focused on tech, semis, and Bitcoin—all poised for future growth.

    15 min

  8. FEB 5

    VRA Podcast: CAPEX Surge, Distruptive Innovation, and Spotting Opportunities in Chaos - Tyler Herriage - February 05, 2026

    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.

    31 min
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4.2
out of 5
11 Ratings

About

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.

Information

  • Creator
    Vertical Research Advisory
  • Years Active
    2018 - 2026
  • Episodes
    1.8K
  • Rating
    Clean
  • Copyright
    © Vertical Research Advisory
  • Show Website
    VRA Investing Podcast

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