VRA Investing Podcast

Hosted by Vertical Research Advisory

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Episodes

1887

Latest episode

Aug 2026

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About the show

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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September 11, 2026Episode 186720 min

VRA Podcast: Markets Rally To Wrap A Tough Week. Now Fed Rate Hike Looms - Tyler Herriage - September 11, 2026

In today's episode, Tyler Herriage breaks down the major market movers and offers timely insights for investors. He reflects on the 25th anniversary of September 11th, honoring the lives affected and discussing the importance of seeking truth behind historic events. Despite a challenging week for the markets, a green finish brings some much-needed positivity. Today we will dive into the latest inflation data, Federal Reserve expectations heading into next week’s FOMC meeting, and what it all means for investors as we approach year-end.

September 10, 2026Episode 186623 min

VRA Podcast: The Fed’s Next Move, Oil Surge, and Political Pressure - Kip Herriage - September 10, 2026

In today’s episode, Kip breaks down a tumultuous week on Wall Street, with markets closing lower for the fourth straight day amid a surge in oil prices and rising yields. He navigates the tricky landscape of seasonal market trends, geopolitical tension driving up oil costs, and the looming possibility of a rate hike before the upcoming Fed meeting.

September 9, 202621 min

VRA Podcast: The Truth Behind September’s Slump: Oil, Fed Moves, and Market Liquidity Signals - Kip Herriage - September 9, 2026

Welcome to the VRA Investing Podcast! In today's episode, Kip Herriage breaks down what’s driving the market’s recent heaviness as we push through September—historically the toughest month for stocks. He analyzes the spike in oil prices and treasury yields, takes a contrarian look at rate hike expectations ahead of the September FOMC meeting, and explains why the market may be underestimating the strength of corporate earnings growth. Kip Herriage also shares insider perspectives on the influence of central banks, the role of media narratives as we approach the midterms, and how liquidity “tells” in sectors like semis and precious metals can be key market indicators. Stay tuned for actionable insights on why, despite choppy waters, there are signs of strength brewing beneath the surface.

September 3, 202640 min

VRA Podcast: Market Rally Surges Ahead Tesla and Gold Lead as Innovation Revolution Fuels Growth - Kip Herriage - September 3, 2026

Welcome to the VRA Investing Podcast with your host, Kip Herriage! It’s Thursday afternoon and we’ve just wrapped up a blockbuster day in the markets—especially if you’re long. In today’s episode, Kip Herriage breaks down the latest action: Tesla’s surge on CyberCab news, what Chris Waller’s unexpectedly dovish Fed commentary means for rates, and why the often-ignored small caps could be poised for a rally. We’ll dig into bond market moves, talk big-picture about economic growth and the innovation revolution, and explore why Kip Herridge remains bullish heading into the midterms. Plus, hear Kip Herriage's unique take on liquidity trends, sector strength, and why Tesla—and its robotaxi future—remains a top pick in this market. Strap in: the market’s coiling, and according to Kip Herriage, we could be on the verge of a melt-up.

September 2, 202632 min

VRA Podcast: Navigating Volatility: Contrarian Views and Bullish Signals for the Fall Market - Kip Herriage - September 2, 2026

Welcome to the VRA Investing Podcast with Kip Herriage! In today’s episode, Kip Herriage dives into the heart of September market seasonality, why bearish headlines shouldn’t shake your confidence, and why he sees a “melt-up” rally ahead into the midterms and beyond. He unpacks key earnings reports from Dell and Nvidia, explains the importance of liquidity signals under the surface of the market, and reflects on global economic trends—highlighting the failures of globalism and the power of America First. With insights into gold, silver, energy, and leveraged ETFs, plus a candid take on financial media and contrarian investing, Kip Herriage delivers actionable market commentary you won’t want to miss. Let’s jump in!

September 1, 202615 min

VRA Podcast: Fear in the Markets: Oil Shocks, Fed Policy, and September’s Historical Trends - Kip herriage - September 1, 2026

Welcome to the Daily Investing Podcast with Kip Herridge. In today’s episode, Kip Herriage breaks down a turbulent day in the markets, discussing why rising oil prices and geopolitical tensions are fueling fear among investors. He tackles the debate over potential Federal Reserve rate hikes, arguing strongly against tightening monetary policy in response to the current oil shock and examining the political angles at play. Despite weak market internals and negative sector performance, Kip Herriage remains optimistic about the months ahead, pointing to robust corporate earnings, the long-term potential of AI, and historical strength in the fourth and first quarters as reasons for investors to stay the course. Stay tuned as we unpack today’s market action and set the stage for the opportunities that lie ahead.

August 31, 202631 min

VRA Podcast: Tesla’s Potential, Fed Moves, and Major Insights for Investors - Kip Herriage - August 31, 2026

Welcome to the Daily VRA Investing Podcast with your host, Kip Herriage. In today’s episode, Kip Herriage dives into a critical week for the markets, taking a close look at the impact of recent speeches by key financial leaders like Kevin Warsh, along with the ongoing dynamics within the Federal Reserve. He shares insights on market trends, the significance of liquidity indicators, and why “never sell on a Monday” remains a guiding principle. Kip Herriage also explores the bullish outlook on equities, bonds, and commodities, breaking down the latest developments in gold, silver, and cryptocurrency. Plus, he shines a spotlight on recent geopolitical moves involving U.S. access to Venezuelan oil, Tesla’s latest innovations, and why now may be a gift for long-term investors. Strap in for a data-driven, contrarian perspective on what’s moving the markets and how you can position yourself for the next big move.

August 28, 202632 min

VRA Podcast: Nasdaq’s Big Move and What Follows After Jackson Hole’s Fed Surprises Kip Herriage - August 28, 2026

Welcome to the VRA Investing Podcast with your host, Kip Herriage. On this Friday edition, Kip Herriage breaks down a dramatic end to an otherwise strong week in the markets, unpacking the impact of Kevin Warsh’s Jackson Hole speech and a sharp, late-summer, low-volume sell-off. He tackles the recent war’s resolution and its effects on global markets, the real story behind interest rates and bond market maneuvers, and explains why today’s reversal could be just a blip rather than a trend. Tune in for Kip Herriage’s unfiltered take on market sentiment, gold and miner dynamics, and why he believes the best is yet to come for investors—plus, what to expect as we move toward the historically volatile month of September.

August 27, 2026Episode 185926 min

VRA Podcast: Semiconductors and Tech Stocks Soar as Money Supply Hits New High - Tyler Herriage - August 27, 2026

In today’s episode, Tyler Herriage recaps a strong day for the markets following blockbuster earnings from Nvidia and other tech giants, discusses the impressive momentum across the semiconductor sector, and examines surprising investor sentiment trends despite major index rallies. He also dives into why rising money supply and ongoing innovation support a bullish outlook. Tune into today's podcast to learn more.

August 26, 202633 min

VRA Podcast:Nvidia Earnings Beat, Tech Stocks Surge, and Bullish Market Outlook Heading Into Year-End - Kip Herriage - August 26, 2026

Welcome to today’s episode of the VRA Investing Podcast. The conversation focused on the latest moves in the stock market, with special attention given to Nvidia’s remarkable earnings report and its place as a long-term portfolio winner. A key theme that emerged was the power of investing in innovative leaders like Nvidia and Tesla, highlighted by a strategy of buying and holding rather than trading in and out of volatile markets.