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VRA Investing Podcast
VRA Investing Podcast
Author: Vertical Research Advisory
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© 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.
1800 Episodes
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In today’s episode, Tyler dives into the day’s stock market action, highlighting both the red on the screen and the bright spots savvy investors should be watching. He explains why having a reliable investing system is crucial during uncertain times and how sticking to your strategy can pay off in the long run. Tyler also discusses exciting developments with SpaceX and NASA’s announcement today of plans to return to the moon. Tune into today's podcast to learn more
Welcome to the VRA Investing Podcast, hosted by Kip Herriage. In today’s episode, Kip Herriage takes us through the dramatic events that unfolded over the weekend, from Trump’s bold ultimatum to Iran about the Strait of Hormuz to the ripple effects felt across global markets. He explores how geopolitical tensions led to nerve-wracking moments, steep market drops, and then a surprising rally—in true “chaos strategy” style.
In today’s episode, Kip tackles the turbulent market conditions we’ve seen over the past four weeks, offering a seasoned perspective shaped by decades of market experience. Despite the recent “brutal” stretch and news-driven sell-offs, Kip makes it clear: this isn’t a bearish show. He takes listeners through the importance of staying disciplined during periods of fear and extreme oversold conditions, explaining why selling during these times is a mistake and how it’s possible to beat the market by sticking to the fundamentals. Kip dives into the impact of rising interest rates an anomaly for wartime economies unpacks the role of systematic algorithmic trading in recent market moves, and discusses the broader macro environment, including geopolitical events, the Federal Reserve’s actions, and the ripple effects through commodities like gold, oil, and Bitcoin. Tune into today's podcast to learn more.
Welcome back to the VRA Investing Podcast! On today’s episode, host Kip Herriage dives into a turbulent Wednesday in the markets, sharing his candid take on the Federal Reserve’s actions, Jay Powell’s press conference, and the political maneuvering impacting both Wall Street and Washington. With markets tumbling and sentiment at extreme fear levels, Kip Herriage breaks down the macroeconomic picture—explaining why, despite the volatility, he remains optimistic and sees extraordinary buying opportunities ahead. We’ll explore the structural strength of the housing market, bullish economic indicators, and why seasonal trends could soon bring a powerful market rebound. Plus, Kip Herriage gives his take on political dynamics, the ongoing war’s impact on oil prices, and what all this means for investors as we move through one of the year’s most pivotal periods. If you’re wondering whether the market’s recent dip is signaling deeper trouble or setting up an exceptional opportunity, you won’t want to miss this episode.
In today's episode, Tyler covers the market's continued climb and explores key topics from the innovation revolution, including a look at Tesla’s Robotaxi event at SXSW in Austin, TX. Whether you’re new to investing or a seasoned listener, Tyler breaks down the market’s current state, discusses investor sentiment, and shares valuable data and trends to help you navigate the generational bull market of the roaring 2020s.
Welcome to the VRA Investing Podcast, hosted by Kip Herriage. In today’s episode, Kip dives into a jam-packed discussion on the current state of the markets, the ongoing geopolitical tensions influencing oil prices, and why he believes we're witnessing the start of a generational bull market. After a strong close in the markets—with all major indices up and the VIX continuing its downward slide—Kip shares his perspective on why the relentless negativity from mainstream media, especially surrounding the US-Iran conflict, is actually a bullish signal for investors. He highlights the resilience of key sectors like semiconductors and technology, breaks down the momentum behind Bitcoin and emerging cryptos such as TAO, and explains why recent market dips are a gift for those with a long-term and optimistic outlook. Tune into today's podcast to learn more.
Welcome back to the VRA Investing Podcast! On this episode, host Kip Herriage dives into what’s been a challenging week for the markets, examining everything from geopolitical uncertainty and its impact on oil prices to the pulse of investor sentiment and Federal Reserve actions. Kip Herriage shares sharp insights on the recent correction in the S&P 500 and NASDAQ, the effect of the ongoing war on global markets, and what history tells us about rates during wartime. You’ll hear why extreme fear among investors, record-level put buying, and oversold technical indicators might actually be setting the stage for a major market rebound.
In today's episode, Tyler Herriage breaks down another volatile day on Wall Street, offering his signature optimism even as markets face downward pressure. From big moves in oil and energy to the seasonal dynamics of this traditionally bullish period, you'll get a behind-the-scenes look at how headlines, and not fundamentals, are shaping investor sentiment. Tune into today's podcast to learn more.
In today's episode, Kip breaks down the day’s market moves and zeroes in on what’s driving investor sentiment right now. In this episode, Kip explores why oil and the situation in the Strait of Hormuz remain at the heart of market volatility, sharing his thoughts on media narratives, the potential for lower oil prices, and the international power plays influencing the global economy. Kip also digs deep into the power of seasonality, noting that while the last few weeks have been muted, historical patterns point to a strong melt-up in March and April. He highlights the ongoing tech leadership especially from semiconductors and walks listeners through the crucial “first in, first out” indicator, which signals that a new rotation into tech, software, and Bitcoin is underway.
In today's episode, Tyler breaks down a wildly eventful start to the week in the markets, picking up where Kip left off with yesterday’s big reversal day. From the latest on the ongoing conflict in Iran and the impact of geopolitical headlines, to lessons learned about market psychology (including why you should never sell on a Monday), Tyler Herriage navigates through the market’s volatility and shares key themes like liquidity and optimism in the face of fear-driven narratives. Tune into today's podcast to learn more
Welcome to the VRA Investing Podcast! In today's episode, host Kip Herriage dives into a whirlwind Monday in the markets, sharing insights and lessons from historic trading days, including the infamous crash of 1987. He reflects on the wisdom of his mentors—especially Ted Parsons and his adage "never sell on a Monday"—and examines how those lessons hold true even amid today’s high volatility.
In today's episode, Kip breaks down a rocky week in the markets, spotlighting the surprising fact that in spite of heightened volatility and the backdrop of war the S&P 500 closed down just 2%. Kip digs into the main forces driving investor sentiment: the impact of surging oil prices, geopolitical tensions centered on Iran, and what he calls the “4D chess” of Trump’s strategies on energy and the Middle East. You’ll get his take on why negativity dominated the headlines, the role of the Strait of Hormuz in global energy markets, and how all eyes are on oil as the primary driver of this market pullback. Kip also examines the unusual behavior of interest rates in times of conflict, analyzes the technicals and market internals, and shares his high-confidence outlook for what could spark the next major move higher. Tune into today's podcast to learn more.
Welcome back to the VRA Investing Podcast! In today’s episode, Kip Herriage is here to break down a whirlwind Thursday on Wall Street and share his unique perspective on what’s really driving the markets right now. After a quick shoutout to his son Tyler and a nod to his recent appearance with Grant Stinchfield on Real America’s Voice, Kip dives into some of the hottest topics affecting investors—from the surprising rise in interest rates during a time of war, to the rotational action in software and tech stocks, and the persistent strength of gold and silver despite today’s dip.
In today’s episode, Kip dives into another action-packed Wednesday in the markets—after a humorous false start where he realized he hadn’t recorded his first attempt. Today’s show explores why Kip believes the week's lows are behind us, with the market showing classic signs of resilience and bullish rotation. From surging smart money activity and corporate earnings growth, to dramatic swings in Bitcoin, gold, and momentum tech stocks, Kip breaks down the data investors need to know. Tune into today's podcast to learn more.
In today's episode, Tyler dives into the current state of the markets and offers an optimistic outlook on a tough trading day. Despite much red across the screen, the VRA sees this market action as a countertrend move within a larger bull market. He also covers the latest developments in the Iran conflict and what they mean for your portfolio. Tune into today's podcast to learn more.
Welcome back to the VRA Investing Podcast! In today’s episode, host Kip Herriage breaks down the latest market action and shares his seasoned perspective on the current investment landscape. He kicks off with a time-tested lesson from his first mentor—when uncertainty and volatility hit the markets, it often presents a prime opportunity for savvy investors.
In today’s episode, host Kip breaks down a rollercoaster week in the markets as February wraps up with a downturn—but that’s not the whole story. Kip explores why, despite a rocky finish to the month, he’s bullish heading into March and April, historically two of the best months for investors. You’ll hear Kip address the recent inflation concerns and why a spike in the Producer Price Index might not be cause for alarm. He explains how strong corporate health, all-time high liquidity, and robust home equity levels set today’s market apart from past crises—making comparisons to 2008 more myth than reality. Tune into today's podcast to learn more.
In today's episode, Tyler dives into the market action, highlighting what's happening under the hood and the continued broadening effect on stocks. Despite continued all-time highs, sentiment remains surprisingly fearful, and as contrarians here at the VRA, we see that as a major opportunity. Tune in to hear Tyler Herriage break down the latest market internals, highlight shifting sector leadership, and discuss what might be coming next for the software space.
Welcome back to the VRA Investing Podcast with your host, Kip Herriage! In this episode, Kip Herriage gives us a timely market recap following a strong day for stocks, spotlighting Nvidia’s blowout earnings and what that means for investors moving forward. He unpacks how seasonality and rotational strength are driving current bull market trends, with sectors like software and the Magnificent Seven moving through cycles that highlight the resilience of the broader market.
In today's episode, Tyler shares insights and recaps a stellar day in the markets, with a fresh round of all-time highs in key areas like semiconductors. He also gives a preview of tomorrow's much-anticipated Nvidia report, and what to expect in tonight's State of the Union address. Tune into today's podcast to learn more.




