Vertical Research Advisory
Podcast

VRA Investing Podcast: Tesla’s Surge, Gold’s Future, and Market Shakeouts – Kip Herriage – September 12, 2025

In today's episode, Kip dives into an eventful week on Wall Street, covering everything from the recent bombshell drops in Pfizer and Moderna stock prices to the standout performance of portfolio favorites like Tesla and Vista Gol ...

Posted On September 12, 20251667
Share:

Listen On

About This Episode

In today's episode, Kip dives into an eventful week on Wall Street, covering everything from the recent bombshell drops in Pfizer and Moderna stock prices to the standout performance of portfolio favorites like Tesla and Vista Gold. Kip breaks down why Tesla is surging and what’s fueling record demand, offers insights into the innovation revolution sweeping the markets, and speculates on the potential for new models and even flying cars. He also shares his bold gold price predictions and explores how the rise in demand from companies like Tether could transform the gold market. Plus, Kip weighs in on headline grabbing events and what the latest news could mean for investors moving forward. If you’re looking for actionable insights and a look at where the markets and the world are headed next, you won’t want to miss this episode!

Transcript

Don’t look back because the market is closed. Good Friday afternoon everyone. Kip Herriage here with the daily VRA investing podcast. Hope you had a good day and hope you had a good week. Been a very difficult week, has it not? Back to back days, of course we knew 911 was coming up and then of course the day before that, this, this very odd character Tyler Robbins. I’m going to talk about this a little bit later in the podcast because there’s some strange things about the story that don’t add up. Maybe there are, you know, good explanations for that, some weird things about this story. And again we always want to dig and you know, we don’t want to speculate too much for the facts are all out.

But you know, at least, at least we should have an administration that, that wants to get to the bottom of this. And although with Vegas we thought that too and now we have more questions than we ever have. But again, great week in the markets here. We’re going to talk about also do you see what happened today with Pfizer Moderna? How about this? They, their stocks both got bombed today. Both are nearing 52 week lows. I’m not sure how they’ve held up above that. But they both are down because it’s like the Trump administration is going to tie them to children’s deaths for the COVID vaccine which is, that’s really fantastic news. You know again, these shouldn’t be, these shouldn’t even be in allowed in this country anymore.

[00:01:24]:
At least we’re making some progress in the right direction. But it is a little, a little maddening for those of us that follow this story closely and we know how dangerous these are. Still good to see moving in the right direction. But what a day. Look, the Dow Jones today was down 273. But, but look at your screen. Do you care? Did that bother you? Not didn’t bother us. Nasdaq of course day was up 98 and that helped.

But I’m really talking about three stocks. These are VRA portfolio holdings. Right. That we felt for some time. Tesla today up 7%. What a day today was. Wow. Up 6:13 in two days.

Tesla that, that we talked about this in early August and I shared that chart again this morning in our very letter was a clear breakout in early August from a classic looking descending wedge pattern that now has a, a target price target of 598. Stock closed at 395 today. So it’s good to see it move in the right direction. Got a lot of upside Blue skies, as they say. And yeah, it looks very, very good. A lot, a lot, a lot of reasons you want to own Tesla. Technically, just cover that. Fundamentally.

[00:02:36]:
This is going to be a massive quarter. Third quarter is going to be, it’s going to be, I’m telling you now, it’s going to be a massive quarter for Tesla because of the, the, the, the, the, the credits, right, the tax credits expiring on September 30, and just a lot of demand for Teslas. I called my guy, I had a little bit of an issue with my car yesterday, and I called my guy up. We have a great dealership that’s just like two minutes from my house and we love when it went in. And he said, yeah, we’ve been really busy. As it turns out, Republicans now are buying Teslas. We have them all. I’m sure you do too, right? They’re all throughout our neighborhood.

The new Model Y’s are selling like crazy. You can’t buy one in China. And I believe, if I’m, if I’m not mistaken on this, I think that there’s a long waiting period to buy them here. Something like 30, 45, maybe 60 days to buy a new Model Y, that new look, new models are always popular. And I’m going to tell you something else. This is just, this is really more instinct than anything else. But, but it’s more than that. Because of what they’re doing behind the scenes, they are gearing up for a very, very big project.

And I believe that project is going to be new models. I believe it’s. And I, I wouldn’t be surprised to see something announced before the end of the year. So they’re, they’re obviously tooling up for that now. That’s what’s happening. And you know, this stock is going a lot higher. It stock is going a lot higher. Every day, as I wrote this morning, every day that goes by, we get one step closer to fully autonomous vehicles.

[00:04:11]:
Not just cars, by the way. Remember, they’re, they’re, they’re, they’re semis, right? They start production on those. You know, I don’t want to speculate. It’s soon, all right? They’re putting up the facility now. And then they think by the end of next year they’ll be producing 50,000 semis a year. And truck drivers that have driven these say they never, they just. Please, please come out with this. Please, please.

I’ll never go back. I never go back. Range is really starting to increase. You, I’m sure you’ve Already all seen that news. You’re looking at, you know, 350, 400 miles now on a new Tesla and that’s only going to continue to grow. I think the truck, I think the Tesla truck is 5, 500 miles. So it’s got, it must have a ton of batteries in it. And the batteries just keep getting better.

But it’s also Tesla Energy again. These mega packs are just unbelievable. It’s really going to help especially these data center, AI data centers going up. You know, I would, Tesla energy is a growing, a fast growing part of Tesla’s bottom line. And I think that’s really going to get crazy again. They’re doing this all over the world to build these massive facilities to, to, to, to make these mega packs. And again the key story here is these AI data centers because everyone’s so worried about are we going to have enough electricity? Well, this will help solve that problem certainly. So that, you know, as, as a, as a consumer, as a, as a homeowner, right? And business owners, we don’t want our, we don’t want brown eyes all day, we don’t want power outages all day.

[00:05:44]:
That just messes your whole day up. And so these, these megapacks are hot. So Tesla’s got all kinds of things going on. I think we’re going to see a surprise from, from Elon too. You know something, he’s always been fascinated by flying cars. If you know Elon Musk, you know, he’s talked about it, he’s talked about the new roadster. He said the new roadster may fly. Right, and that’s coming out soon too.

What a car that’s going to be, huh? Have you seen that car? Sleek, sleek, sleek. Apparently it’s, this is, this is going to be, it’s such a fast car. I don’t know that I feel safe driving it. I have a Model S, it does go from 0 to 60 in 1.99 seconds. Okay, that’s the fastest that was. I think there’s, there’s now a couple more really high end cars like you know, a couple $300,000 that are faster than that. But this thing, the Roadster is going to go, I mean, again, I don’t, I don’t know the exact amount of time, but it’s going to be, give me like a second you imagine. And again, I wouldn’t feel safe even driving that.

So. But he’s got a lot of things going on. I wouldn’t be surprised at all if we saw news at some point in the near future that the Tesla is going to be part of the flying car. I mean, how well would that work with the robo taxi, you know, so, you know, Musk has always got a lot going on. And the great thing about, of course, now he’s got his new pay package. By the way, how interesting that his new pay package was, was, was, was given to him just as the stock was bottoming. If you notice that just before this big move, he locked that in and that was the lows. The stock has not been below that price today.

[00:07:26]:
And of course he locked in his shares and his options for that as well. Trillion dollar pay package. Of course he’s got to accomplish so much to get for that to happen. I think the company had, I think my memory serves this. The, the market cap has to be like seven and a half or eight and a half. Trillion. Yeah, no, that’s right, trillion. I’m sorry, numbers all over the place today.

Right. The growth that’s happening in this market, it’s just, you can’t believe what are there eight, eight or nine companies over a trillion dollars now. But Tesla has to be, I believe, I believe it’s an eight or eight and a half trillion dollar company for that pay package to really kick in for him for, to get up to a trillion dollars. And so he’s motivated, he’s back home, he’s working hard. You follow him on Twitter, of course. He’s still, he’s still very involved politically, just not in D.C. and of course he’s been sharing a lot of info on this, this shooting of Charlie Kirk. Again, rest in peace, Charlie, and just our thoughts and prayers to your family and everyone near you.

What an exceptional human being this guy was. And again, it’s the, it’s the, Isn’t it interesting the same people to call Trump and Maga fascist. Killing your political enemy is the definition of fascism. It’s what they do. It is, it is, it is, it is always whatever they say. Just know they’re looking in the mirror and they’re calling themselves that. This is time after time after time. I may come back to this in a minute.

[00:08:50]:
I talked about a little bit yesterday. I put out Pete this morning about how we deal with this. So again, Tesla today up better than 7%, 13% in two days. Also Vista Gold today up 16%. You know, we’re now up like 400 and it’s like 420 or something in this stock. So, you know, good for all of us. We’ve held the stock for a while. We’ve actually traded the stock three times.

The third time we’ve been in the stock and as I said this morning this will be the last time. I really do think. I think this is going to be. I think when they. I think when. Because Fred Ernst I think is close to retirement age as are the board. A lot of gray hairs on the board. I think that what they’re going to do is sell the entire play and that that will be it for Vista Gold.

But you never know. Maybe they want to. Maybe they’ve got another project in mind. But I think that’s going to happen. I would think in the next, possibly by year end. I’d rather see them wait because we want to see gold prices as they’re going to do keep going up and give. Raised our gold price target to 15,000 about 2030. I think it’s a.

[00:09:52]:
It’s a pretty good target for it because it’s going parabolic for a reason. Talked about it yesterday. I’ll cover that more in a minute as well. And again if we’re right about the direction and velocity of the moving gold then you don’t want to be selling Vista Go. You don’t want to sell this Mount Todd gold play which has over you know, 5 million ounces of gold. All the 95 of all the permits in place. And what could this stock go to? I mean this could be an eight to ten dollar stock folks from here. So we’re looking at you know we’ll call it a.

Call it even a 5 bagger from here. And if gold goes to 15000 and they don’t sell then you look at a whole lot more than that. So again I, I reminded Fred and, and and Scott CEO of Snowline Gold. I reminded both those guys this week. Don’t be in a hurry. Let’s don’t. Let’s don’t do anything now. Snowline won’t because again they’re just now just four years into their.

Into their stock play. Up 4,000% in four years. Not bad. But Fred Ernst and Vista Gold, you know that that’s something that I think. I think that something’s going to happen. What I wish they would do what I want them to do. Fred knows I want them to. The board knows I want them to do.

[00:11:11]:
I want them to enter. I want them to basically do a jv. So in the past when I’ve asked this question to Fred he’s told me again I’m talking about CEO of Vista Gold. He’s told me that in their Past negotiations, they’ve always said we want to have at least 49%. Now they know that the acquiring company is going to want majority position. So he said we want to keep at least 49% of the play. They want to stay in this. And you can see why gold could keep going up.

What, why wouldn’t you? It’s like an ongoing royalty and of course for the shareholders as well, you know, to stay in this play. And he said we might go down to 40. And that was when things were a little bleaker. You know, the stock was, you know, 40 cents a share a year ago. So what are they going to do? I hope they do a jv. I hope they stay in it. I think we’ll all really be happy from it and benefit greatly from it in the long run because the Mount Todd is going to be a special play. But again, we’ll see.

I’ll cover some more on gold in just a moment. So it’s a good week for us here. The market is reaching over levels that is happening. We’re, we’re, we’re getting to the point now, frankly. We’re kind of there now on a couple of major indexes and I’ll update all this in our letter on Monday morning. I’m not at all talking about a reason to sell. I’m not talking about a reason to hedge. I’m talking about we’re getting to the point we’re going to want to pause our buying in some of these things.

[00:12:38]:
But also, you know, I mean that would be a very short term pause by the way. But what’s really blown away by that, I’m seeing, I’m getting, I’m getting, as I talk to you now, I’m getting texts and emails about people having doubts about, about this shooting. I hopefully I have time to come back that as well. People all day long are contacting me about this. I don’t think people believe this official story so far. There’s some holes in the story, are there not? But yeah, look, if we get to, if we get towards the end of September again this is kind of the, the seasonal period. August, September, like the two worst months of the year. We started getting toward the end of September and we don’t have a big shakeout.

You’re going to see this, this, this melt up bull market could really get crazy. This could really get crazy and we’ve talked about the reasons why. For our newer people and I will keep this brief but for our newer people it’s a combination of three. There are three primary drivers here. And again, you could also say our five megatrends because they all play a part, but they’re kind of encapsulated in the, the Trump economic miracle, number one. And again, the, the one big beautiful bill. Those, most of those elements don’t even come into play until next year. So you’re going to have a lot of money coming into the market, especially in certain segments of the market.

And again, that’s another reason we’re going up now. You know, market anticipates six months out. We also got the innovation revolution. Of course, that’s one of our biggies. It’s much more, it’s much, much as I said on Charles’s show yesterday, the. This is really not an AI revolution. People keep calling it that. That’s not what this is.

[00:14:24]:
This is innovation revolution. We’re having a technological change and advancement in, in, in so many, pretty much across every industry. And I think we’ve got some really new exciting things on the way. It’s just going to, I think it’s going to blow us all away. I really do. I, I think the future’s arrived and I think again there’s, we still got our bad news. We still get these assassinations. We still get craziness, okay, because the left, these far leftists are, they, are they, they are mentally unbalanced.

They’re mentally insane. And something’s got to be done about that. Something serious has got to be done about that. But this country is in great shape. I don’t believe it’s been a better time to be an optimist. Certainly not my lifetime. And this is a, this is a generational bull market, right? And so the other of course, is the ocean liquidity. And again, the thing is I just hear, maybe I miss this because I’m, I don’t, I don’t read or watch a lot of financial mainstream stuff.

Bloomberg is really the only thing that I have running in my tv like in early in the morning. I watch it just to get a sense of lay of the land. I don’t watch cnbc. Haven’t boycotted now for five years since the pandemic complete. Just a propaganda network. Don’t even care what I like. I like a couple of their guys. I miss missing Rick.

[00:15:35]:
I’ve already forgotten his name. The guy’s kind of legend, right? Rick Gotti. Oh, goodness gracious, Kip. But yeah, don’t really care. Watch much. But I don’t hear. I don’t see this in print media. I don’t see People talking about the combination of just the money out there, empty money supply, 22 trillion all time high.

Seven and a half trillion of money markets all time high. Corporate America absolutely flush with cash, with debt, to market cap at 50 year lows. Who do you hear anybody talk about this? I don’t, I don’t. And then of course one of our favorite topics, rates plummeting. Of course the 10 year crack to 4% yesterday was up a bit today. But again, look at the chart on it you’re going to see how oversold the yields are, overbought the bonds are. Okay, so again, nothing moves in a straight line but the trend is clearly lower. You know, again we think 10 years going to be 3% at the end of next year, which means we’ll, we have 30 year mortgages to about the four to four and a half percent range by the end of next year.

That may be high. Right, because when rates come down like, like they’re going to with the Federal Reserve, that’s going to be, look very different in the first second quarter of next year, maybe even sooner than that. You have a lot, a lot of momentum in the bond market too for, for lower rates. But regardless, $34 trillion sitting in home equity. Again, I don’t hear, hear anybody talking about this. And it’s one of these things when this happens and we’re really hyper focused on something like we had been with this ocean of liquidity and I don’t hear other people talking about it. It’s two things. It drives me a little crazy and I’m already halfway there anyway.

[00:17:16]:
It drives me a little crazy because I’m like why aren’t they talking about this? And then I also go man, look how right you are, look how right we are. We are such a contrarian. We have hardcore facts staring us in our face. Anybody can get these facts. These are available to anybody that wants to research them and no one’s talking about them. I love being in that deep, deep, deep contrarian position. This is frankly when, when I’ve made most of my money in the markets. Okay, so again there’s so many reasons for the market to go up and it’s just so many reasons for us to have a couple of good decades.

That’s really my hope in prayers. That’s what’s going to happen here as we move forward. So yeah, again, overbought we by the way, 9 of 12 VRA system screens are bullish. If we weren’t overbought now, we’d be 10 or 12. We’re we’re just, we’re just right there. Not that it really matters. 9 or 12, 10 to 12. These are all back at the truck buy signals, right? But should we get a shakeout as we go into the end of September, early October, October’s crash month? I’m, I’m not thinking at all that’s going to happen.

It’s too much cash, folks. It’s just the cash on the sidelines. Every dip’s being bought here even, even more aggressively than they had been. But should we get at least a pause sideways action just to work off these overall conditions? We’ll be at 10 or 12 screens bullish as we move into the fourth quarter. All time high today, by the way, Nasdaq. I didn’t mention that. Listen, it was really kind of a mixed day today. But let’s talk about that now.

[00:18:47]:
The, the fund of the, the internals today, pretty much like you’d expect after this run. We’ve had to have a, again, Dow Jones down big, NASDAQ up decently. Not really big, but you know, down some. And because we’re getting such high levels now, when you drop 250 points, it just doesn’t matter. It’s like, yeah, that was for example, okay, Dow Jones today down 273. That’s, that’s, that’s a half a percent. Okay. So it all is much more relative when you talk about it in terms of percentage loss than points.

Right? Sounds, sounds, sounds. Big wasn’t. Okay, the internals today, good internals today for again, you have this kind of a shakeout like in the Dow. You think we might have a really bad internal state. We didn’t Today we did have down volume for NASDAQ for New York NYSE 58% but up volume for NASDAQ of 58. So they, they completely flush each other out. Today we also had a two to one advanced decline. That’s negative.

Nasdaq was one and a half to one negative. But listen to this. 396 stocks had new 50 week high. Just 85 hitting a new 52 week low. Our sector watch today, four sectors. Quick refresh here. Yeah, four sectors lower. Seven.

[00:20:06]:
Excuse me. Four sectors higher. Seven lower but no action really. Either way. Healthcare down 1.1% again. Moderna Pfizer, Yoo Karma, right. This is why we really want these health care stocks to keep getting crushed. But it’s just karma, folks.

It’s big pharma karma. They deserve every bit of it. These salaries that these CEOs and management teams paid Themselves. You know, it’s no wonder that our health care is this expensive. I mean Trump, this is something Trump’s got, he’s got to spend a lot of time on this. This has got to be fixed in his term. I think he’s going to, it’s got to be dismantled. And I think that’s something also that, you know, as this evidence starts to come out that RFK Jr.

And this whole great HHS team are working on with Trump as all this starts to come out about the massive harm that, that they have done to this country. Sickest country on the planet. We spend more than anybody else. Of course, none of this makes any sense except that, you know, again, is it, is it depopulation? Yeah, I think part of it is, is it just they’re just want to make as much as they can and so anything they can, no matter the harm it does to people. Yeah, that’s part of it because we’re talking about evil and this is something that I think a lot of people struggle with. We shouldn’t struggle. We should just realize evil exists. It’s all around us.

[00:21:25]:
These assassinations. It’s just these far leftists, these, these antifa. This is evil. Pure evil is satanism, evil, whatever you want to call it, it’s real. And you know, we’re good people, right? We don’t even think that way. It’s hard to even realize that there are people in groups like this. But they are and they must be dealt with because they are a danger to us all. And so yeah, healthcare keep crashing.

Moderna and advisor go bankrupt. These are not, these are not good people. These are evil people. Companies that should not exist anymore really. Again, no, no big shakes here either way. Consumer discretionary was up today, half percent. Also utilities again, no, no real action there. And our commodity watch today we had gold up again.

Seven bucks, $3,681 90. Not a huge move but after the run is had, you know, it’s being extremely bottle steroids, our most overbought designation. Keep thinking it’s going to have a big shakeout. It could just, it may just move sideways for a bit. You know, there’s just so much buying coming in and let’s talk about that. I talked about it yesterday, I wrote it up this morning, it’s an important topic. And again we raised our Cycle high to 15,000 from 8 to 10,000. Record levels of demand.

[00:22:41]:
We all know that, right? Everybody’s buying it. But now do you hear what’s happening with tether? This, this, the Stablecoin company Tether is aggressively buying 2 metric tons of physical gold from major Swiss retail refiners. And they’re doing it often. I think they have a total now of eight point. They do. Here’s the exact number as of last week. This is the updated number. Tether owns a stable coin which is basically a digital dollar if you will.

Owns $8.7 billion in gold bars held in a Zurich vault. Another 1.3 billion held in Xau token. A gold token. Okay. Which is basically a, a digital gold. All right. It’s a claim on gold if you will. And what’s interesting about this, I think what’s most interesting is of course the demand and others are going to do this of course.

So now you’re seeing this very convenient marriage of bitcoin and gold which is what we always kind of hope would happen, did we not? And that’s why gold can have this, this wonderful move higher like similar to what bitcoin did. But now you’re not going to be able to see the rehypothecation. That’s what’s going to go away. That means you’re not going to see gold loaned out many, many times. So it’s not fully backed. And that’s what these major money center banks, commercial banks, this is what these gold dealers do is they loan out gold many times like GLD the gold etf they swear, they swear that, that every month penny received is invested in gold and it’s just not true. They don’t have audits of it. They’re doing, I’m telling you this is about, they do a complete reapothecation and that’s why this claim of physical gold is really starting to pick up.

But Tether again is kind of a new kid on the block coming out of nowhere buying all this gold. And the other reason as I wrote this morning and talked about over the last week, if we do have, as I believe we’re going to, if we do have a massive new long term treasury offering to make, let’s say for example it, our total debt is 37 trillion. Let’s just say the first thing they do is 5 trillion which would be we’re going to issue $5 trillion in debt. We’re going to eliminate 5 trillion of the 37 trillion. We’re going to, we’re going to, we’re going to buy that out, 5 trillion and we’re going to swap and give people instead ability to buy a, a 2% treasury bond longer term likely like maybe 40, 50 years don’t let that bother you. It shouldn’t. They’re going to, they’ll wind up refinancing this too. Okay.

[00:25:33]:
Again, to keep. The goal is to keep driving rates down. And if you’re backing it with gold, a basket of gold and bitcoin and I think it may be a basket, I’m hearing a basket that even extends beyond that. Okay. Of other cryptocurrencies as well, maybe silver as well. Then it once again this country is going to have and maybe the world because again, if the US does it, the world’s going to do it. Okay, where our debt and again the dollar used to be backed by gold, but we never had our debt back by gold. What if, what if they do something that both our dollar and government debt are partially backed by sound money rates? Then they could, they could, then they could say, you know what, we’re the most badass country on the planet.

Obviously we’re the leader. We’re the strongest financially speaking. I know. Everyone, let’s talk about our 37 trillion in debt. It’s not a big deal folks. It just never was. It sounds big. It’s put our debt, A debt to GDP ratio at 121% sounds big, right? And historically it is big.

I’m not trying to downplay too much, but it’s all relative. China 250% to 1. That’s GDP. Excuse me, that’s Japan. Japan’s like 250, 260%. China is, if you even trust their numbers is 300% plus. So again, we are the most stable and you don’t. I think the media really does everyone a disservice when they don’t put these facts out there.

[00:27:03]:
They just say 37 trillion in debt and 121% debt. They didn’t really say that but they never ever mentioned the, the issues that China and Japan have with much higher debt to GDP than we do. So again, I’ve told you my. We’ve talked about this so long. When I first got in the business 85 the fear mongers then the perma bears then were saying that our debt is going to crush our government debt is going to crush us. And I listen to them. I didn’t know any better. These are guys have been in the business forever.

These were, you know, at the time like my mentor Ted Parsons, he really wasn’t a perma bear at all but a lot of his friends were. A lot of the, all the other guys in the office were and they’ve been in the business 30, 40, 50 years now, like I have, right? And I was like, God, they’ve been in the business, they must be really smart. They’ve learned so much. I’m so thankful to have in my life. And it really caused me to be very bearish early in my career. And that’s why I was a bond guy early in my career, just for the first couple of years. I always love growth stocks, but you know, I worked at a bond shop, a municipal bond shop and I was like, no, I got to do the equity thing. That’s when I went to Oppenheimer and then Raymond James and it’s.

Yeah, I still sold bonds from time to time, but I was a stock jockey all the way and have just never, ever lost my love for finding great growth stocks and beating the market. You can’t beat the market buying bonds, you just can’t beat the market. Now there are some years you’ve been able to. But by and large you cannot beat the market buying bonds. And my goal is to crush Mr. Market every single year. We’re at 32% down for the full year. Much, much.

[00:28:35]:
You know, about three times with the Dow Jones is right now. So should be another year. It should be. This should be 19 to 22 years. Not go wood. Right. But again, there are a lot of reasons for gold to go higher. That’s why we raised our price target.

And just imagine what these miners are going to do. Just imagine what these miners are going to do. The rest of our commodity action here today, Silver today, up a big one and a half percent. 4281 an ounce. Copper today, flat on the day. 464 pound crude oil today. Okay, yeah, up, up a quarter percent. Excuse me.

Up three tenths of a percent. Up 23 cents a barrel at 6260. And Bitcoin, I think bitcoin’s ready to have one of these moves. Todd and I talked about this today. I think we’re getting ready to take action here in our parabolic options program early next week with, with, with a certain select ETF for bitcoin and looking to buy calls going out probably a couple, three months, something like that. A Bitcoin right now, 116, 100. That puts it up 1.2% over 1.4% in the last 24 hours. I’m going to close with this on the shooting and I’ll let you go for your weekend.

[00:29:53]:
I have questions about this shooting. I think a lot of people do. Thomas Crooks, by the way, who Tried to kill the President, shot him in the air. Was also 20, this, this kid, Tyler Robinson, also 20. If it turns out this is right, and we’re being told neither one we know Thomas Crooks supposedly had no social footprint. No social media footprint. What? Does anybody believe that? No, of course not. Now they’re saying this kid Tyler Robinson had no social media footprint.

What is going on here? Because there’s no way that’s true. The other thing that’s interesting here, if you’ve seen the video of whoever it is jumping off the building, assume it’s this kid, Tyler Robinson, this, this, this assassin, okay? God, right? Dad’s been a cop forever. I mean, what’s going on here, right? How does a cop, a sheriff lifelong, how does he not see the signs? What, what is, what is really going on here? Are we being told the truth? I think being skeptical here makes a lot of sense. But anyway, when he jumped off the building, you’ve seen the video from afar. He’s got a backpack, he’s got no gun and he’s running. He doesn’t have a gun down his leg, right? That’s what they’re saying he came in with. Just straight down his leg. He’s running, he’s calming down the building, jumping, running.

There’s no gun. It was apparently a.30 06 deer rifle. Okay, 30 06, which by the way is not easy to dissemble and assemble. It’s not easy for pros to do it. This is not an easy gun to do that with. And apparently this wasn’t even his gun. Who gave him the gun? So, and how is he a marksman now? People are saying, well, it was only a couple yards away. Look, I’m a hunter.

[00:31:42]:
At least I, I, I’ve been a hunter. Haven’t hunted a whole lot for deer recently. We used to have a place on a ranch and go every year. Just fantastic time with our friends and the boys. But I was a decent shot. Tyler and Sam are both much better shots than I was. I was a decent shot. And the last year I killed was at 200 yards.

And I had to shoot twice, I had to shoot twice to get him. I’m not too, not ashamed to say it, just not a great shot. But if this kid doesn’t own a gun and he, that was, that was a dead on shot right from 200 yards. Had to be nervous as hell on top of a hot building. I mean, you know, I think we all have questions, don’t we? We just got to get the truth of these Things. And certainly if we’re not going to give the Trump administration, we’re never going to get it. I really believe that we will, unless there’s something else they just don’t want us to know because it would scare the hell out all of us. But the last thing I’ll say, and I covered this video yesterday and I wrote it this morning and I want to wrap it this.

To a hammer, everything is a nail. I believe this would be the Department of Justice motto. This should be their action item going against these far left terrorists. These are terrorist folks. Okay, so who includes, who should the Department of Justice go after? This list includes the left, mainstream, leftist, mainstream media. They’re militarizing the minds of the deeply mentally ill. You know, calling us all Nazis and fascist and remember Biden’s thing, We’re existent, existential threat to America. And we heard that was their, that was their, you know, their, their, their, their, their, their, their big point, right? For so long, you know, driving these mentally ill people crazy to do these kinds of things.

[00:33:32]:
So go after. This should be the RICO act, racketeering. It was created just for things like this. It gives the Justice Department these, again, this is federal, and it gives them the extraordinary extra, extra judicial powers to dismantle criminal enterprises. And that’s what we have here, the media Democrat leadership, you know, which continues to foment hardcore hatred of anybody that disagrees with them. Right. They use all the language again with the media echoing it. It’s a powerful, has a powerful impact on the mentally, mentally ill, obviously violent members of transgender ideology.

This is, I think all these shooters have been probably transgender. You know, again, it just, you can’t, you can’t imagine that they would do these kind of things. But they’re, they’re, they hate us. They do want to stand. That’s why they’re celebrating. They should be. Again, thankfully, a lot of these people are being fired from their jobs and I love the organizations that are going after them and, and contacting these companies and, and, and these colleges and saying, hey, do you approve of your, your director of the college is saying, I mean there’s a lot of these high up people. They’re celebrating.

You believe the, the, again, evil. The evil is the word. And finally use RICO to also go after leaders of big pharma because they, they’ve been sitting on this evidence for a long time. Apparently 13% of the country is on these very dangerous SSRIs, antidepressants. And I know that they have helped some people. I’m not saying they don’t have a role in, in psychopharmacology. We. What I’m saying is for certain people, they are very dangerous and it drives them dangerously insane.

[00:35:20]:
I think if we ever find the truth, we’ll find out that this kid, Thomas Robinson, was on SSRIs. Thomas Crooks on SSRI. They pretty much all are these transgender folks that are taking very dangerous hormone medication. They, they, they, they apparently combine that with SSRIs to deal with the consequences. The deep depression that these folks have. It’s rico. Go after all of them. To a hammer, everything is a nail.

That’s what I think has to happen. Your matter of fact, if it doesn’t happen, I’ll be very disappointed, and I think a lot of people will. This is the time to act. We’re all at risk. This is the time to act. The government’s number one job is to protect the citizens and the country will be behind you. Who cares if they call you fascist? They cause this. Go shut it down.

All right, folks, that’s it for the day. Hope you had a great day and even better week. We’ll see you back here again Monday after the close.

Podcast Newsletter

This field is for validation purposes and should be left unchanged.

Listen On

Time Stamps

00:00 "Market Slump Amid Vaccine Controversy"
04:56 Tesla Energy's Impact on AI Centers
07:45 Market Growth and Tesla Motivation
12:38 Doubts Arise Over Shooting Story
15:53 "Money Markets Peak as Rates Drop"
16:36 "Interest Rates and Home Equity Shift"
20:49 HHS, Trump, and National Harm
23:42 Bitcoin-Gold Fusion: End of Rehypothecation
27:35 Mentorship's Early Influence on Career
32:01 "Questions on Shooting Incident"
34:16 Transgender Shooter Accusations Discussed

More Episodes

1766 | March 11, 2026
VRA Podcast: Oil, Iran, and the Strait of Hormuz: What Investors Need to Know Now – Kip Herriage – March 11, 2026

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. Tune into today's podcast to learn more.

1765 | March 10, 2026
VRA Podcast: Navigating Market Panic: Iran News, Gold Surge, and Signs of Optimism – Tyler Herriage – March 10, 2026

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

1764 | March 09, 2026
VRA Podcast: Never Sell on a Monday: Lessons from Market History and the Trump Pivot – Kip Herriage – March 9, 2026

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.

1763 | March 06, 2026
VRA Podcast: Oil, War, and Markets—Why This Downturn Might Surprise You – Kip Herriage – March 6, 2026

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.

1762 | March 05, 2026
VRA Podcast: Smart Money Signals Amid Market Volatility and Rising Rates – Kip Herriage – March 5, 2026

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.