VRA Podcast: From Dot-Com to AI: The Foundations of a Bold New Bull Market - Kip Herriage - October 13, 2026
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VRA Podcast: From Dot-Com to AI: The Foundations of a Bold New Bull Market - Kip Herriage - October 13, 2026
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Welcome back to the VRA Investing Podcast! In today’s episode, Kip Herriage returns after a brief hiatus to share insights from a recent trip to Los Angeles, where he met with the Stallion Ridge team and co-founders of Roth Capital. Kip Herriage reflects on the four-year anniversary of the current bull market and highlights the massive macro trends driving the next decade of innovation in the markets. Expect in-depth analysis of recent market volatility, a look at the semiconductors’ pullback as a potential buying opportunity, and discussion about the latest bank earnings. From optimism about America’s future to commentary on the latest developments in gold, oil, and Bitcoin, Kip Herriage delivers his trademark contrarian perspective and a roadmap for capitalizing on upcoming market opportunities.