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.

Welcome to the Daily VRA Investing Podcast with Kip Herriage! It’s Wednesday afternoon, and while the markets saw a bit of a sell-off today, there’s plenty of reason for optimism. Kip Herriage breaks down why today’s drop shouldn’t come as a surprise after a strong three-week rally, especially in key leaders like the semiconductors and technology stocks. He explains how market seasonality and the best nine months of the presidential cycle are setting the stage for continued gains. Plus, we dig into why investor fear remains high despite robust economic fundamentals, examine the significance of an almost-outside day in the 10-year yield, and discuss key sentiment indicators. Kip Herriage also weighs in on the so-called “Trump economic miracle,” the global turn toward market-friendly policies, and why now is the time to stay bullish—and ignore the fearmongers. Stick around as Kip Herriage covers strategies, sector performance, and what to watch for going into the midterms.

In today’s episode, Tyler Herriage celebrates another remarkable day on Wall Street as markets continue to hit all-time highs. He shares an optimistic outlook on the market’s direction, highlighting strong earnings growth, resilient US economic data, and bullish technical indicators. Tyler also addresses common concerns around market breadth and valuation, and explains why now might be one of the best times in history to invest.