VRA Investing Podcast

VRA Investing Podcast

By Vertical Research AdvisoryBusinessInvesting
Download on the App Store

VRA Investing Podcast episodes

  • VRA Podcast: Economic Data, Q4 Expectations, and All-Time Highs - Tyler Herriage - October 2, 2026

    In today's episode, Tyler Herriage breaks down the latest market action as the NASDAQ hits fresh all-time highs, and we officially enter what has historically been one of the most bullish periods of the year. covers key insights on Q4 expectations, why earnings and economic data continue to support a bull market, and what recent sentiment numbers suggest about the next big move for stocks. You’ll also get a sector-by-sector breakdown, highlights from the commodity watch—including gold, oil, and Bitcoin—and everything you need to know as we head into earnings season. Stay tuned for actionable insights, market trends, and why Tyler Herriage says you can't be bullish enough on this market.

    31 min
  • VRA Podcast: Navigating Seasonal Trends and War Headlines in the Current Market Cycle - Kip Herriage - October 1, 2026

    Welcome to the VRA Investing Podcast with your host, Kip Herriage. In today’s episode, Kip Herriage recaps a flat but eventful day in the markets, shares behind-the-scenes insights from his recent appearance on Wayne Allyn Root’s podcast, and dives deep into critical trends shaping the current investment landscape. He covers everything from midterm election market seasonality and the impact of geopolitical tensions to expert bond market analysis—revealing why optimism might be warranted despite widespread negativity. Tune in for perspective on key indicators like the 10-year yield, gold revaluation, sector performance, and why leading signals from semis and Bitcoin could point to a promising nine months ahead.

    18 min
  • VRA Podcast: Market Insights, Rate Surges, and Seasonality Ahead of the Midterms - Kip Herriage - September 30, 2026

    Welcome back to the VRA Investing Podcast with your host, Kip Herriage. In today’s episode, Kip Herriage returns after a brief trip to Colorado Springs, where he attended a private gathering focused on Lost Soldier Oil and Gas and Stallion Ridge—projects he believes could be game-changers in the oil and gas sector. He shares insights into why these ventures stand out, especially because the employees and their families are investing their own money, a rarity in the industry. On the investing front, Kip Herriage breaks down September’s surprisingly mixed performance in the markets, explains why seasonality might favor investors as we head into October, and discusses the implications of rising interest rates—even drawing fascinating historical parallels to previous U.S. bull markets. He delves into the psychology of fear and sentiment among investors, critiques mainstream media narratives, and explores how geopolitical events and Federal Reserve policy may be shaping economic outcomes heading into the midterms.

    30 min
  • VRA Podcast: Preparing for Bullish Seasonality: Earnings Kickoff and Geopolitical Risks in Focus - Kip Herriage - September 24, 2026

    Welcome to the VRA Investing Podcast! In today’s episode, Kip Herriage recaps a volatile day on Wall Street as October comes to a close, reflecting on the surprising strength of the markets this September and looking ahead to historically bullish months for investors. Kip Herriage breaks down sector rotations, the importance of corporate earnings, and the role of news—both economic and geopolitical—in driving market sentiment. He discusses the impact of U.S.-Iran tensions, the political landscape as the midterms approach, and what these factors mean for investors. Tune in for sharp market analysis, candid opinions, and actionable insights as we navigate this dynamic market environment.

    23 min
  • VRA Podcast: Breaking Down the Market Drop: Rates, Earnings, and Seasonal Shifts - Kip Herriage - September 23, 2026

    Welcome to the VRA Investing Podcast with your host, Kip Herriage. In today’s episode, Kip Herriage breaks down the latest in market action, explaining why a strong economy paradoxically led to a rough day for both stocks and bonds. He discusses the “good news is bad news” phenomenon that’s gripped Wall Street, touches on the impact of surging bond yields, and outlines why this volatile period could actually represent a prime opportunity for investors. Kip Herriage examines seasonality trends, upcoming Q4 fund flows, corporate earnings projections, and the resilience of the U.S. housing market. Plus, he dives into key data points—from PMI readings to GDP growth—and puts today’s market moves into historical perspective, giving you the insights you need to navigate the weeks ahead.

    21 min
  • VRA Podcast: Market Optimism Returns as Semiconductors and Bitcoin Lead Charge Into Bullish Seasonality Kip Herriage - September 22, 2026

    Welcome to the VRA Investing Podcast! In today’s episode, Kip Herriage dives into the current state of the markets, highlighting why recent volatility may actually be a golden opportunity for investors. He shares insights from Tyler’s strong appearance on the Schwab Network, discusses the pitfalls of negative market sentiment, and explains how the “psyop of negativity” can derail smart investing. Kip Herriage breaks down the powerful signals coming from semiconductors and Bitcoin, analyzes the bullish seasonality that’s about to kick in, and explores recent developments in gold and junior miners. He also touches on technology’s growing role in daily life and investing, including a hands-on Tesla self-driving experience and the impact of machine learning on market research.

    37 min
  • VRA Podcast: Tesla’s New Era, Deep Dives on Gold, and Understanding Market Cycle Opportunities...

    Welcome back to the VRA Investing Podcast! In today’s episode, Kip Herriage breaks down why this week, despite being the worst for the Dow Jones since March, could signal a major turning point for the markets. He dives into the Federal Reserve's recent moves, the political strategy at play, and why he believes the market’s recent strength is just the beginning. Kip Herriage also shares insights from his recent appearance on Battleground Radio, discusses the perils of saving in fiat currency versus gold, and gives his take on Trump’s ban of major news outlets from the White House. Tune in for an in-depth look at what’s driving market sentiment, why gold and Bitcoin remain key investment themes, and why Kip Herriage is bullish heading into the midterms and year-end. Plus, updates on Tesla, cryptocurrency BitTensor, and an inside look at a potentially game-changing oil well project.

    26 min
  • VRA Podcast: Fed Control, War Talk, and Tesla’s Future: Navigating a Shifting Market - Kip Herriage - September 17, 2026

    Welcome to the VRA Investing Podcast with your host, Kip Herriage. In today’s episode, Kip Herriage breaks down a pivotal moment for investors as the Federal Reserve, led by Kevin Warsh, takes center stage—possibly for the last time in a while. With a high-confidence call, Kip Herriage explains Warsh’s recent rate hike decision, how he’s seized control of the narrative, and what it means for Trump, the markets, and the midterms. We’ll dive into the disinflationary impact of the war and oil prices, the market’s impressive resilience, and why classic sentiment indicators are signaling opportunity. Plus, Kip Herriage shares insights on Tesla’s market dominance, the revolution coming from robotics and autonomous vehicles, and why gold remains a core VRA holding. Buckle up for market analysis, stock picks, and a forward-looking playbook for navigating volatility in uncertain times.

    35 min
  • VRA Podcast: Market Reaction to Fed Rate Hike: Oil Prices, Inflation Fears, and Election Politics - September 16, 2026

    Welcome back to the VRA Investing Podcast with your host, Kip Herriage. It's Fed Day, and on this Wednesday's episode, Kip Herriage breaks down today's highly anticipated Federal Reserve rate hike—unanimously approved by all 12 voting members—and unpacks the political and economic narratives driving market sentiment. From rising oil prices and global inflation to the ongoing debate over the Fed's independence, Kip Herriage dives into the numbers, market reactions, and the narratives emerging just two months before the midterm elections. He explores the impact of today's decisions on stocks, examines key economic data like surging retail sales and GDP growth, and looks ahead at possible market bottoming—plus the critical role of energy markets and developments in cryptocurrency regulation. Buckle up for a fast-paced, candid analysis of markets, politics, and what investors should watch for next.

    29 min

About VRA Investing Podcast

From the publisher's feed

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…

More shows like VRA Investing Podcast

The Joe Rogan Experience by Joe Rogan

The Joe Rogan Experience

227,562 Listeners

The Glenn Beck Program by Mercury Radio Arts

The Glenn Beck Program

26,015 Listeners

The Dan Bongino Show by Cumulus Podcast Network | Dan Bongino

The Dan Bongino Show

63,425 Listeners

The Investor's Podcast (We Study Billionaires)  - The Investor’s Podcast Network by The Investor's Podcast Network

The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network

3,327 Listeners

Macro Voices by Erik Townsend

Macro Voices

3,057 Listeners

The Market Huddle by Patrick Ceresna & Kevin Muir

The Market Huddle

357 Listeners

Bannon`s War Room by WarRoom.org

Bannon`s War Room

16,509 Listeners

Real Coffee with Scott Adams by Scott Adams

Real Coffee with Scott Adams

1,415 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

10,182 Listeners

Turley Talks by podcast@turleytalks.com

Turley Talks

1,248 Listeners

PBD Podcast by PBD Podcast

PBD Podcast

4,239 Listeners

The Benny Show by Benny Johnson

The Benny Show

2,214 Listeners

Forward Guidance by Blockworks

Forward Guidance

262 Listeners

Thoughtful Money with Adam Taggart by Adam Taggart | Thoughtful Money

Thoughtful Money with Adam Taggart

414 Listeners

The Tucker Carlson Show by Tucker Carlson Network

The Tucker Carlson Show

15,963 Listeners