The Vertical Research Advisory Podcast
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VRA Podcast: Stock Market Broadening, Semis Leading, & the Tokenization of Assets – Tyler Herriage – January 15, 2026
In today's episode, Tyler takes a deep dive into a day marked by all-time highs across a wide range of sectors, illustrating just how much the current bull market is broadening beyond the “Magnificent Seven.” He breaks down standout earnings from Taiwan Semiconductor, which sectors are leading the charge, and what the future of the innovation revolution holds. Tune into today's podcast to learn more.
VRA Podcast – Market Pullback or Opportunity: Bullish Signals and Trump’s Pressure on the Fed – Kip Herriage – January 14, 2026
Welcome back to the VRA Investing Podcast! In today’s episode, Kip Herriage breaks down a fascinating day in the markets, where headline numbers showed a decline, but everything beneath the surface pointed towards ongoing strength. Was this dip just a breather in a relentless bull market? Kip Herriage dives into why small caps continue to shine, analyzes powerful positive market internals, and explains how bitcoin and semiconductors are leading the charge—even on a red day..
VRA Podcast: All-Time Highs, Inflation Surprises & the Fed’s Political Moves – Tyler Herriage – January 13, 2026
In today's episode, Tyler breaks down the latest market action after a day of slight losses for the major indexes, but with plenty of exciting things happening beneath the surface. We'll cover insights on the latest inflation data, including an unexpected downside surprise in core CPI, why US gas prices have dropped to multi-year lows, and how these shifts are impacting American households. We will also discuss another round of all-time highs and the latest revelations from J Powell and the Federal Reserve. Tune into today's podcast to learn more.
VRA Podcast: Bull Market Signals and Options Program Success – Kip Herriage – January 12, 2026
In today's episode, Kip recaps an action-packed weekend of playoff football before diving into the latest moves in the markets. He breaks down Monday’s dramatic reversal, where the Dow Jones battled back from a nearly 500-point drop to close in positive territory, and highlights the bull market behaviors in indexes like the S&P 500, Russell 2000, and semiconductors. Kip shares insights into the VRA Parabolic Options program’s impressive performance, discusses the strength of homebuilder stocks, and explains why he’s so bullish on gold, silver, and junior miners right now. He also gives his take on Trump’s upcoming appearance at Davos, what it could mean for the markets, and the behind-the-scenes fight between Trump and the Federal Reserve. Tune into today's podcast to learn more.
VRA Podcast: Unleashing American Innovation; Jobs, GDP Growth, and the Roaring 2020s – Tyler Herriage – January 09, 2026
In today's episode, Tyler wraps up the first full week of trading in 2026 with a deep dive into what’s shaping up to be an exciting year for investors. From all-time highs across major indexes to critical updates in jobs data, inflation, and the Trump administration’s bold economic moves. Don't miss Tyler's breakdown of the week’s most important headlines and what they mean for your portfolio.
VRA Podcast: Trump’s Bold Moves in Housing and Markets: A New Era for Investors – Kip Herriage – January 8, 2026
Welcome to the VRA Investing Podcast! In today’s episode, host Kip Herriage dives into a jam-packed Thursday with market insights and breaking economic news. Kip Herriage kicks things off with a major announcement from President Trump—plans to buy $200 billion in mortgage bonds as part of a broader initiative to lower housing costs and make homeownership more accessible. He unpacks the ongoing "Trump economic miracle" and shares why he believes we’re on the cusp of a golden age for America, despite what the fearmongers might say.
VRA Podcast: The Global Reflation Trade & 2026 Market Opportunities – Kip Herriage – January 07, 2026
In today’s episode, Kip breaks down the latest market activity, exploring how recent political announcements, particularly from Trump, are impacting key sectors like housing, defense, energy, and banking. He also shares his perspective on why the current bull market remains strong and explains the VRA strategy for navigating short-term dips, specifically in semiconductors and small caps. Tune into today's podcast to learn more.
VRA Podcast: The Structural Bull Market Explained: Semis, Small Caps, and Reflation Rally Insights – Kip Herriage – January 6, 2026
Welcome to another episode of the VRA Investing Podcast with your host, Kip Herriage. In today's show, Kip Herriage takes us through a bullish outlook on the markets, sharing why military action, the reflation trade, and the evolving power dynamics at the Federal Reserve are driving stocks higher. He discusses the impacts of global events, the Trump economic doctrine, and what it means for investors right now. You'll hear insights on sector trends, including the breakout moves in semiconductors and small caps, as well as a deep dive into precious metals and the exciting prospects for gold and silver during this cycle. Plus, Kip Herriage addresses the Supreme Court’s upcoming decision on tariffs and its potential effects on the market. If you’re looking to stay ahead with sharp market analysis and actionable investing ideas, this episode is packed with reasons to be optimistic — and some specific picks to watch. So sit back, relax, and get ready for a high-conviction take on what could be a melt-up year for investors.
VRA Podcast: Markets Hit All Time Highs After Venezuela Shake Up – Kip Herriage – January 5, 2026
In today’s episode, Kip dives into a whirlwind of market moving news and keen insights at the start of a new year. You’ll hear a fast-paced analysis of the recent dramatic developments in Venezuela, the implications for global power dynamics, and why these international events are driving opportunities in gold, silver, and bitcoin. Kip reflects on the VRA portfolio’s strong performance outpacing the market yet again and shares why he believes 2026 could be a record breaking year for investors. You’ll get his perspective on the “Trump Doctrine,” which he argues is reshaping economic and geopolitical realities, especially in the Western Hemisphere. Tune into today's podcast to learn more.
