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VRA Investing Podcast
Vertical Research Advisory
1736 episodes
1 day ago
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.
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Investing
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All content for VRA Investing Podcast is the property of Vertical Research Advisory and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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.
Show more...
Investing
Business
Episodes (20/1736)
VRA Investing Podcast
VRA Investing Podcast: Thanksgiving Market Update and Why the Roaring 2020s Are Just Getting Started - Kip Herriage - November 26, 2025

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 markets, Kip Herriage covers the latest market moves, signals to watch (like Bitcoin and semiconductors), and why seasonality and recent indicators suggest a strong close to the year. He digs into the importance of investing in what you know, drawing inspiration from Peter Lynch, and highlights how long-term strategies and understanding market psychology can set you up for lasting wealth. You'll also get insight into sectors he's watching closely, from tech to gold miners and housing stocks, plus thoughts on possible changes at the Federal Reserve and what it could mean for rates and the housing market.

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1 day ago
38 minutes 54 seconds

VRA Investing Podcast
VRA Investing Podcast: Chips Wars. Breaking Down The Beginning Of the Innovation Revolution - Tyler Herriage - November 25, 2025

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 brewing.

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2 days ago
23 minutes 12 seconds

VRA Investing Podcast
VRA Investing Podcast: Market Melt Up & Seasonality Opportunities - Kip Herriage - November 24, 2025

In today’s episode, Kip dives into the week’s market movements, reflecting on the recent volatility and why the smart money knows opportunity often lies in moments of extreme fear. Kip breaks down what last week’s fear and greed index readings signal for investors, discusses the powerful rebound in tech stocks especially the semiconductors and shares his bullish outlook for the months ahead. Kip's insights on the “Trump economic miracle,” innovation’s role in the coming economic boom, and why the current era may mark just the beginning of a multi decade bull market driven by technology, housing, and the new financial landscape of tokenization and blockchain. The episode wraps with actionable takes on gold, silver, bitcoin, and housing stocks plus, a look at how upcoming shifts in Fed policy could ignite an even bigger rally into year end.

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3 days ago
26 minutes 16 seconds

VRA Investing Podcast
VRA Investing Podcast: Fear & Greed Extremes & How to Trade From Here - Kip Herriage - November 21, 2025

In today’s episode, Kip breaks down a rollercoaster week in the markets, diving into the big intraday reversals following Nvidia’s earnings, the aftermath of the government shutdown, and how short term liquidity concerns have driven recent volatility. He explains why he believes the fear is overblown, with gold holding strong as an indicator of underlying market stability, and shares why he expects this turbulence to be a forgotten blip just two weeks from now. Tune into today's podcast to learn more.

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6 days ago
49 minutes 58 seconds

VRA Investing Podcast
VRA Podcast: Inside the Thousand Point NASDAQ Swing: Fed Comments, Trump Tension, and Oversold Signals - Kip Herriage - November 20, 2025

Welcome back to another episode of the VRA Investing Podcast! Today, Kip Herriage dives into an unusually volatile day in the markets, unpacking a major reversal that left both the Dow and Nasdaq swinging wildly from early gains to significant losses. Despite stellar earnings from Nvidia, sharp comments from Fed Governor Lisa Cook sent shockwaves through Wall Street, fueling fears about liquidity and the potential for a coordinated selloff. Kip Herriage explores the possible connections between the Fed’s statements, Trump’s ongoing frustrations with Jerome Powell, and what these moves could mean for investors heading into the holiday season. Plus, he breaks down technical indicators pointing to extreme oversold conditions and shares insights on why this might just be the moment the market finds its footing. If you’re looking for clear thinking and candid analysis in the midst of market chaos, you’re in the right place—let’s get started!

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1 week ago
23 minutes 31 seconds

VRA Investing Podcast
VRA Podcast: Nvidia Earnings Ignite The Innovation Revolution. Why Optimism Pays - Tyler Herriage - November 19, 2025

In today's episode, Tyler delivers a high-energy breakdown of one of the most even days of the year on Wall Street. Right from the morning’s headline-grabbing conversation between Elon Musk and Nvidia CEO Jensen Huang, to the blockbuster Nvidia earnings report after the close, Tyler explores why this moment could be a game-changer for the markets—and why it’s truly “never been a better time to be an optimist.”

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1 week ago
39 minutes 4 seconds

VRA Investing Podcast
VRA Investing Podcast: Market Shakeouts and FIFO Buy Opportunities - Kip Herriage - November 18, 2025

In today’s episode, Kip dives into the latest market action and what it means for savvy investors. Despite a choppy day for the markets, Kip highlights some promising signals beneath the surface, from surprising strength in small caps to resilient moves in gold miners and Bitcoin. He explains the unique market environment we’re experiencing where the major indexes may only dip modestly, but individual stocks face much steeper declines, creating what he calls an “internal bear market.” Kip shares insight into the theory swirling around liquidity issues, the ongoing battle between major political figures and the Federal Reserve, and how these short-term shakeouts fit into the bigger bull market picture.

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1 week ago
30 minutes 17 seconds

VRA Investing Podcast
VRA Podcast: Navigating Market Fear: Smart Money Moves and Buffett’s Vote of Confidence in Tech - Kip Herriage - November 17, 2025

Welcome back to the VRA Investing Podcast with your host, Kip Herriage! In today’s episode, Kip Herriage dives into the latest market action and unpacks the volatility that kicked off the week. He shares timeless investing wisdom from his first mentor—like why you should never sell on a Monday—and analyzes the intriguing rally patterns we've seen, even on days when the market seemed ready to sink. Kip breaks down Warren Buffett’s headline-making SEC filing, revealing Buffett’s substantial new stake in Google (Alphabet) and explaining why this is a major vote of confidence for tech stocks and the broader bull market. From Buffett’s value investing legacy to his “weapons of mass financial destruction” warning on derivatives, Kip provides candid insights on what these moves mean for everyday investors.

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1 week ago
25 minutes 17 seconds

VRA Investing Podcast
VRA Podcast: Contrarian Investing. Useful Strategies For Surviving Down Days - Tyler Herriage - November 13, 2025

In today's episode, Tyler Herriage breaks down practical strategies for navigating market sell-offs like we saw today. From discussing the latest government shutdown drama and its impact on investor sentiment to celebrating Blue Origin’s historic rocket launch, he offers a unique blend of market analysis, economic insights, and a touch of space exploration.

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2 weeks ago
34 minutes 8 seconds

VRA Investing Podcast
VRA Investing Podcast: Bank Stocks Lead Dow to New All Time Highs - Kip Herriage - November 12, 2025

In today's episode, Kip breaks down a pivotal day in the markets as the Dow Jones hits an all time high, led by surging bank and healthcare stocks. The conversation dives into the importance of sector rotations, why they're a sign of a healthy bull market and why traditional economic data and government releases just can't be trusted the way most investors think. Kip takes an honest look at the legacy of market predictions (hello, Michael Burry and Jim Cramer), the impact of recent government shutdowns, and why Kip's mentors always recommended going against the crowd when economists all agree. Expect a candid discussion on the power of price action over economic filings, and how keeping an eye on the market itself is the best indicator of what's really happening. Tune into today's podcast to learn more. 

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2 weeks ago
38 minutes 59 seconds

VRA Investing Podcast
VRA Investing Podcast: What Market Rotations Mean For Our Bull Market Theme - Tyler Herriage - November 11, 2025

In today's episode, Tyler Herriage covers a jam-packed day on Wall Street, celebrating a few all-time highs, and exploring what these milestones mean for investors. Tyler breaks down the accelerating rotations from our sectors, strong Q3 earnings, and how the "psyop of negativity" is affecting investor sentiment. Tune into today's podcast to learn more.

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2 weeks ago
26 minutes 46 seconds

VRA Investing Podcast
VRA Investing Podcast: Market Melt-Up Reignites: Why Bullish Momentum Is Building Into Year-End - Kip Herriage - November 10, 2025

Welcome to the VRA Investing Podcast! In today’s episode, Kip Herriage dives right into the latest market moves following a turbulent week marked by political drama, government shutdowns, and shifting investor sentiment. Coming off last week’s shakeout, Kip Herriage breaks down how technical signals like the Hindenburg and Titanic Omens played into market psychology and why, despite these bearish flags, he sees clear signs of a generational bull market ahead. From the pivotal role of semiconductors in confirming bull market trends, to the impact of political maneuvers and upcoming midterm elections on economic strategy, this episode covers it all. Kip Herriage also shares real-world stories from his time in the dot-com era, comparing the current AI innovation wave to past bubbles—and explains why he believes we’re still in the early innings of this powerful cycle.

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2 weeks ago
36 minutes 32 seconds

VRA Investing Podcast
VRA Investing Podcast: Navigating Market Shakeouts and Bullish Fundamentals - Kip Herriage - November 7, 2025

In today's episode, Kip dives into a turbulent week for the markets, unpacking why the recent downturn isn’t as bad as it might seem and why he believes the bears are setting themselves up for disappointment. He covers the contrasting signals from fear and greed indicators, his take on investor sentiment, and the enduring strength of market fundamentals. From the impact of the government shutdown and looming flood of liquidity, to the ongoing innovation revolution and the financial strengths underpinning the U.S. economy, Kip offers his candid perspective on why optimism is warranted for long term investors. He also shares why this isn’t the time to get caught up in bearish hype, comments on the role of key political figures in shaping market direction, and gives a sneak peek at upcoming recommendations especially in the fast growing world of crypto. Tune into today's podcast to learn more.

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2 weeks ago
37 minutes 28 seconds

VRA Investing Podcast
VRA Investing Podcast: The Trillion Dollar Man. Tesla Meeting, Jobs Data, and Market Opportunities - Tyler Herriage - November 06, 2025

In today's episode, Tyler dives into the latest market movements, unpacks today's selloff, and shares why the VRA remains long-term bullish despite negative headlines. Fresh off the Tesla shareholder meeting, he also breaks down Elon Musk's presentation and the exciting advancements at Tesla. You won't want to miss this action-packed episode of the VRA Investing Podcast!

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3 weeks ago
44 minutes 23 seconds

VRA Investing Podcast
VRA Investing Podcast: Navigating Bull Markets, Investor Sentiment, and Political Shakeups- Kip Herriage - November 5, 2026

In today’s episode, Kip Herriage dives into a range of hot topics shaping the markets, including the latest election results and what they really mean, the unstoppable strength in semiconductor stocks, and the powerful trends revealed by technical analysis. Kip Herriage also breaks down how prediction markets are influencing investor sentiment and gives his bullish outlook on Tesla—explaining why it’s the must-own stock for the innovation revolution.

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3 weeks ago
42 minutes 42 seconds

VRA Investing Podcast
VRA Investing Podcast: How Fear & Greed Index Signals Bullish Opportunities - Kip Herriage - November 4, 2025

In today’s episode, Kip dives deep into the recent market shakeout that’s sent momentum stocks tumbling and rattled investor sentiment. Fresh off a challenging day for the markets, Kip breaks down what’s really happening beneath the surface explaining why these short term pullbacks may actually signal a healthy pause and new buying opportunities, rather than the end of a bull market. We’ll explore the surprising gap between record level market highs and extremely bearish sentiment, dissect Michael Burry’s latest high profile short positions, and look at the broader forces influencing everything from tech stocks and housing to gold, bitcoin, and the millennial generation’s impact on market dynamics. With big names like Ed Yardini and Rich Ross weighing in, and important events like Supreme Court hearings looming, Kip lays out what investors should watch for next and why now might be the perfect moment to keep your cool and stick to a disciplined, long term strategy. Tune into today's podcast to learn more. 

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3 weeks ago
34 minutes 55 seconds

VRA Investing Podcast
VRA Investing Podcast: October Market Recap, Fed Moves, and What’s Next for the Bull Market - Kip Herriage - November 3, 2025

Welcome to the VRA Investing Podcast! In this episode, host Kip Herriage dives into the impressive performance of the markets coming out of October and shares why November is historically the best month for the S&P 500. Kip breaks down the key trends driving the current bull market, including record-high price action across major indices, the huge generational wealth transfer to millennials, and the underlying strength of the U.S. housing sector.

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3 weeks ago
31 minutes 52 seconds

VRA Investing Podcast
VRA Investing Podcast: Why November Is Poised for Market Gains and How Tech and Small Caps Lead - Kip Herriage - October 31, 2025

Welcome to the VRA Investing Podcast, hosted by Kip Herriage. In today’s episode, Kip Herriage wraps up the week with an upbeat assessment of the markets, celebrating October’s solid gains and looking ahead with optimism to November—historically a very bullish month. He dives into the data and market analytics, discusses the strength in tech stocks and small caps, and shares insights on key companies like Nvidia, Tesla, and Apple. Plus, Kip Herriage brings listeners the latest on internals, gold, commodities, and even drops hints about a new crypto recommendation. Get ready for a lively breakdown of why he believes the market is set up for strong performance heading into year-end, along with some expert commentary on big names and upcoming trends.

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3 weeks ago
15 minutes 11 seconds

VRA Investing Podcast
VRA Investing Podcast: Market Pullback or Pause that Refreshes? Q3 Earnings Insights - Tyler Herriage - October 30, 2025

In today's episode, Tyler dives into the latest market action after a day where major indexes finished lower. He tackles what the VRA is calling a “pause that refreshes." Tyler breaks down some big earnings beats from two of the world's largest companies like Amazon and Apple, which are seeing explosive after-hours moves that could set up the next leg higher for tech. Tune in to learn more.

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4 weeks ago
21 minutes 31 seconds

VRA Investing Podcast
VRA Investing Podcast: Jay Powell’s Scripted Moves & What They Mean for Investors - Kip Herriage - October 29, 2025

In today’s episode, Kip dives straight into the market action following a pivotal day for investors a fresh rate cut from the Fed and a press conference from Chairman Jay Powell that sent Wall Street into a tailspin. Kip breaks down why Powell’s comments weren’t as significant as the headlines suggest, emphasizing that the recent volatility is mostly a shakeout in an overheated market, with emotions running high and bullish sentiment everywhere. We also get a rapid fire review of earnings from tech giants Meta, Microsoft, and Google, with Kip giving his insight into why Meta and Microsoft shares dipped despite solid results and what Google’s historic revenue quarter means for investors. Plus, Kip shares his take on the ongoing government shutdown, its unexpected market boost, and eye-opening revelations about federal benefits distribution. Tune into today's podcast to learn more. 

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4 weeks ago
18 minutes 42 seconds

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.