VRA Investing Podcast

Hosted by Vertical Research Advisory

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Episodes

1927

Latest episode

Nov 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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60 recent

November 12, 202625 min

VRA Podcast: Navigating Market Volatility: Nvidia Drama, Tesla-SpaceX Merger Rumors, and Buy the Dip Strategies - Kip Herriage - November 12, 2026

The conversation focused on key developments impacting the current investing landscape, with a particular emphasis on major tech stocks and the ongoing “buy the dip” bull market mentality. One concept discussed was the recent shakeup at Nvidia—addressing rumors, media narratives, and the implications for investors. A key theme that emerged was the growing momentum among semiconductor stocks, which have staged a strong comeback and play a vital role as market liquidity indicators.

November 11, 202631 min

VRA Podcast: Semiconductors Surge, Tesla’s AI Revolution, and Market Insights Post-Election - Kip Herriage - November 11, 2026

Welcome to another episode of the VRA Investing Podcast. The conversation focused on the continued strength in the markets, with a particular emphasis on the resurgence of the semiconductor sector and the ongoing “buy-the-dip” sentiment. A key theme that emerged was the comparison between recent market dynamics and the late 1990s dot-com era, suggesting potential for significant gains ahead. The discussion explored the latest updates on the Lost Soldier and Staggin Ridge Energy projects, including an exclusive announcement about a special investor event featuring a performance by ZZ Top’s Billy Gibbons.

November 10, 2026Episode 190223 min

VRA Podcast: Inflation Data, Fed Hike Talk, and the Cheapest Nasdaq-100 in Years – Tyler Herriage – November 10, 2026

Markets gave back some of Monday's gains today, but big down days tend to sit right next to big up days, and panic selling usually means missing the next move higher. Tune in as I break down CPI coming in 0.1% above expectations, Fed Governor Waller floating a 50 basis point hike for December, and why rate hikes can't fix oil prices. Then the big one: with S&P 500 Q3 earnings growth at 31.4%, the Nasdaq 100's forward P/E just fell below 18, its lowest since 2020. We also cover Nvidia's slide, energy strength with oil at its lowest since August, and a rough day for gold, miners and Bitcoin.

November 9, 202629 min

VRA Podcast: Market Recap: Semi Surges, Gold Miner Gains, and Navigating Economic and Political Uncertainty - Kip Herriage - November 9, 2026

Welcome to the VRA Investing Podcast. In today's episode, the conversation focused on a critical moment in the markets, with a strong Monday rally offering relief after several challenging weeks. A key theme that emerged was the power of pattern recognition in technical analysis, with parallels drawn between the recent semiconductor selloff and the shakeout in tech stocks during the late 1990s. The discussion explored strategies for aggressive buying during market wipeouts, the historical reliability of post-midterm election rallies, and why the current period may offer outstanding opportunities in sectors like semiconductors, technology, and precious metals. Several points were raised, including the importance of a contrarian mindset, the bullish prospects for gold and junior miners, and the broader economic implications of oil prices and inflation. The episode also touches on current events ranging from election controversies to corporate news at Nvidia, all with an eye toward helping investors navigate volatility and position for long-term success.

November 6, 202641 min

VRA Podcast: Why Gold Remains King: Investing Insights and Election Fallout. - Kip Herriage - November 6, 2026

Welcome to the VRA Investing Podcast. In this episode, the conversation focused on market volatility, portfolio strategies, and the power of investing in gold as a hedge against inflation. The discussion explored the recent market recovery after a brutal downturn, highlighted the life-changing decision to save in gold since 2003, and compared the long-term performance of gold to traditional fiat savings accounts. A key theme that emerged was the importance of diversification, with particular emphasis on gold, silver, junior gold miners, and leading tech stocks like Tesla and Nvidia.

November 5, 202618 min

VRA Podcast: Market Panic Selling and Election Irregularities: A Deep Dive into Turbulent Thursday - Kip Herriage - November 5, 2026

Welcome to the VRA Investing Podcast. In today’s episode, the conversation focused on an exceptionally volatile and turbulent day in the markets, described as one of the ugliest in recent memory. A key theme that emerged was the widespread fear and pessimism gripping investors following market selloffs and surprising election results, which have led to increased concerns over voting irregularities and political upheaval. The discussion explored the mechanics of panic selling, unique market events including dramatic moves in the NASDAQ and volatility indexes, and sector-specific highlights such as renewed strength in precious metals and miners. Several points were raised, including the historical resilience of the market following midterm elections, the power of institutional checks and balances, and the potential opportunities that arise from panic-driven downturns. Listeners are encouraged to keep perspective and to look closely at both the political landscape and market fundamentals as they navigate this period of uncertainty.

November 4, 202626 min

VRA Podcast: How Post-Election Gridlock Fuels Bullish Market Sentiment and Precious Metals Gains - Kip Herriage - November 4, 2026

Welcome to the Daily VRA Investing Podcast. In today’s episode, the conversation focused on the fallout from last night’s election results, exploring their impact on the markets, investor sentiment, and the broader political landscape. A key theme that emerged was the resilience of the equity markets amid political uncertainty, with deep dives into why gridlock in Washington often provides a bullish backdrop for stocks. The discussion explored the recent dramatic moves in commodities—particularly gold, silver, and miners—and why these sectors are positioned for strong gains. Several points were raised, including analysis of historical post-midterm market performance, the power of the presidential veto, the ongoing innovation revolution in the U.S. economy, and the strategies investors can use to navigate turbulent times. Tune in for perspective, candid insights, and actionable takeaways for positioning your portfolio in the current environment.

November 3, 202611 min

VRA Podcast: Election Day Insights and Market Reactions: Preparing for Year-End Rally - Kip Herriage - November 3, 2026

Welcome to the VRA Investing Podcast. On this special Election Day episode, the conversation focused on the intersection of politics and the markets as the midterm results approach and polls are set to close. A key theme that emerged was the impact of political outcomes on market performance, with data-driven discussion about historical trends following midterm elections and how current events might shape investment strategies. The discussion explored personal perspectives on election predictions, skepticism around voting processes, and the expectation of market behavior in the near term. Listeners will also hear analysis on sectors leading the way, recent investment moves, and the potential for a year-end rally, regardless of the election’s outcome.

November 2, 202630 min

VRA Podcast: Awaiting the Flush: Market Volatility, Midterm Elections, and the Big Buying Opportunity - Kip Herriage - November 2, 2026

Welcome back to the VRA Investing Podcast! In today’s episode, the conversation focused on navigating the volatile market environment surrounding the upcoming midterm elections and escalating global tensions. One concept discussed was the importance of waiting for a “flush” in the markets—a classic capitulation moment that often signals a buying opportunity for long-term investors. A key theme that emerged was the influence of short sellers and the current “buyer strike,” with hedge funds moving aggressively out of tech and AI positions. The discussion explored historic market analytics, with compelling data showing strong post-midterm performance stretching back to 1950. Several points were raised, including the impact of political dynamics, the role of the intelligence community, and probabilities of significant market rebounds once uncertainty subsides. Listeners can expect insights into actionable strategies, sector trends, and unique perspectives on both market and geopolitical undercurrents.

October 30, 202625 min

VRA Podcast: Buyer Strike Hits Markets as War Escalation Looms and Midterm Gridlock Approaches - Kip Herriage - October 30, 2026

Welcome to the VRA Investing Podcast. In today’s episode, the conversation focused on a challenging end to the trading week, with stocks experiencing significant downside after a brief period of strength. A key theme that emerged was the impact of geopolitical tensions—especially renewed fears of war—on market sentiment, driving a buyer strike and empowering short-sellers. The discussion explored why the recent downturn is not due to the upcoming midterm elections, but rather uncertainty and fear surrounding military escalation. Several points were raised, including the role of liquidity “tells” like semiconductors and gold miners, shifting interest rates, and sector rotation. Listeners will also hear analysis of historical market bottoms, the importance of “the flush” before a turnaround, and an optimistic outlook for disciplined investors. Stay tuned for insights on navigating volatility and preparing for the opportunities that often follow market turbulence.