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VRA Investing Podcast

Author: Vertical Research Advisory

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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.
1777 Episodes
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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.
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.
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.
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.
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.
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. 
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 big earnings reports from giants like Google and Microsoft, outlines his bullish outlook for the remainder of the year, and highlights the “big three” macro themes driving the market, the Trump economic miracle, the ongoing innovation revolution, and a tidal wave of global liquidity. You'll hear thoughts on global reflation, concerns about Japan’s role in the markets, and the resilience of precious metals and Bitcoin amid recent volatility. Tune into today's podcast to learn more.
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, tune into today's podcast to learn more.
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’s greatest challenges. He shares insight on sentiment indicators, like the January barometer, and why this year could be one for the record books, despite a few bumps along the way. Kip also offers his take on geopolitical risks, including the situation around Iran, and gives practical trading advice about the best days to buy and sell. Plus, don’t miss his candid analysis of the potential impact of Kevin Warsh at the Fed, why Wall Street might be overreacting, and why certain market moves signal smart buying opportunities.Tune into today's podcast to learn more.
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
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 insights into the impact of the Fed’s recent meeting and Chairman Powell’s evasive Q&A, and explores the ongoing government shutdown drama and its historical effects on the markets. The episode also shines a spotlight on the incredible run in gold, silver, and the miners, examining both technical overbought conditions and why Kip Herriage believes we’re still at the beginning of a secular bull run in precious metals.
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 podcast to learn more.
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 week’s earnings from big tech names like Microsoft, Meta, Tesla, and Apple, while also explaining why the recent strength in small caps and the broadening out of the bull market are signs to watch. With a sharp eye on precious metals, Kip discusses why gold and silver are hitting extreme overbought levels, the importance of dollar-cost averaging for junior miners, and shares his long-term price targets. Tune into today's podcast to learn more. 
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-taxis, Kip Herriage covers it all. He unpacks bold predictions for GDP growth, explains the impact of AI innovation, and reveals why now is a thrilling time to be in the markets. Whether you’re a seasoned investor or just looking for insights on where the economy is headed, this episode is packed with optimism, actionable advice, and a few personal stories from Kip Herriage himself. So grab your headphones and let’s jump into a transformative moment in investing!
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 more!
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 to leveraged ETFs. Kip also covers why he remains bullish in the face of volatility, emphasizing the underpinnings of the “Trump economic miracle,” the power of deregulation, and transformative innovation driving GDP growth. He gives his insights on gold and silver hitting new highs, shares personal stories about saving in gold over fiat currency, and offers a candid take on the ongoing debate between gold and bitcoin enthusiasts. Tune into today's podcast to learn more.
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 learn more.
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 explains how bitcoin and semiconductors are leading the charge—even on a red day.
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. We will also discuss another round of all-time highs and the latest revelations from J Powell and the Federal Reserve. Tune into today's podcast to learn more.
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 into the VRA Parabolic Options program’s impressive performance, discusses the strength of homebuilder stocks, and explains why he’s so bullish on gold, silver, and junior miners right now. He also gives his take on Trump’s upcoming appearance at Davos, what it could mean for the markets, and the behind-the-scenes fight between Trump and the Federal Reserve. Tune into today's podcast to learn more.
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