Vertical Research Advisory

In today’s episode, Kip returns from an epic Alaskan fishing adventure, recharged and ready to dig into the state of the markets after the long Labor Day weekend. Kip shares personal stories from the Highlands Lodge, recounting how his trip to the wilds of Pelican, Alaska, ended with more than just memories, plenty of salmon, halibut, and unique fish tales in tow. But it’s not all leisure. Kip is fired up about the markets, especially precious metals and mining stocks. He breaks down why gold’s breakout is just getting started, why mining stocks are misunderstood (and ripe with opportunity), and why he believes gold could see a “Bitcoin-like move” in the years ahead. Kip explains the macroeconomic forces at play, including the possible impact of Trump administration policies and the unprecedented flood of global liquidity, and makes the case for staying bullish even when the bears get loud.

In today's jam-packed episode, Kip covers a significant milestone that began with J Powell's surprisingly dovish speech at the Fed's Jackson Hole meeting, which led to a big rally from the small caps and an All-Time High from the Dow Jones. Tune in for all this and more—including actionable insights on what sectors to watch, where retail investors are leading the charge, and why staying long and strong could be the best move you make this year.

In today's episode, Tyler takes a deep dive into the under-the-hood action shaping today’s investing landscape. While we have entered a seasonally weak period of the year, there is plenty of bullish action beneath the surface, from surprising sentiment readings to intriguing breadth expansion. Most notably, he sets aside time for a special discussion on gold—exploring the potential implications of revaluing the U.S. Treasury’s gold reserves and what it could mean for both investors and the dollar itself.

In today’s episode, dives deep into a volatile August market, unpacking this week’s wild swings and what they mean for your portfolio. Despite choppy trading, Kip doubles down on his bullish outlook, arguing that we’re still in the very early innings of this bull market. He breaks down why current dips are buying opportunities, shares his strong predictions for year end and 2026, and takes a closer look at the “ocean of liquidity” fueling these moves. Tune into today's podcast to learn more. 

In today’s episode, Kip breaks down a particularly strange day in the markets, sharing his raw reactions and unique insights. Kip dives into the latest market turbulence highlighting how Bitcoin’s decline, tech sector sell-offs, and surprising moves in semiconductors all seem to hint at something brewing beneath the surface, possibly even a leaked speech from Federal Reserve Chairman Jay Powell. Drawing on historical parallels with September 2020 and the power of market seasonality, Kip explores why September can be a brutal month for investors. Tune into today's podcast to learn more. 

In today's episode, Kip breaks down today's market resilience despite this morning's hotter-than-expected PPI inflation data. Investors leaned into the tried and true "buy the dip" mentality, and while we didn't finish positive today, we did finish near the highs of the day. Kip also dives into today's breaking news headlines from the tech sector. Tune into today's podcast ot learn more.

In today's episode, Kip breaks down a dynamic day in the markets, highlighting the powerful rotational moves between major indexes and the signs of a broadening, healthy bull market. Kip shares insights from his 40 year investing career, explaining why he's the most bullish he’s ever been and what indicators he’s watching like stocks trading above their 50 and 200 day moving averages to gauge the market’s strength.

In today's episode, Tyler breaks down today's All-time highs for both the Nasdaq and the S&P 500 after we received better-than-expected inflation data in the CPI print this morning. Tyler takes an in-depth look at the increasing market breadth, surprising levels of bearish sentiment, and shares why there is still plenty of room for growth. Tune into today's podcast to learn more.

In today’s episode, Kip kicks off the week with a deep dive into the latest market action following new all-time highs in the NASDAQ and S&P 500. Kip unpacks why so many smart investors struggle to outperform the market, highlighting the dangers of “analysis paralysis” and groupthink driven by mainstream financial media.As we look ahead to a data heavy week, Kip shares his candid thoughts on the upcoming CPI and PPI inflation reports, emphasizing why he doesn’t put much stock in government economic data especially with 35% of tomorrow’s CPI being guesswork. Instead, he recommends innovative platforms like Truflation for more accurate, real-time insights. Tune into today's podcast to learn more. 

In today's episode, Kip dives into the exciting developments shaking up the market and investor landscape. Beginning with President Trump's headline-making move to allow 401(k) investments into private equity and Bitcoin, and what it means for your portfolio. Kip explains how this will lead to an expansion of liquidity, fueling this bull market. Finally, he explains why America is seeing a return to the "wild west" of free-market capitalism. Tune into today's podcast to learn more. 

In today’s episode, Kip takes us through a powerful midweek market wrap. Kip reflects on another strong performance from the markets, diving into the ongoing debate around seasonality, market timing, and why his team at VRA remains bullish despite the cautionary tales from “seasonality bears.” He discusses the importance of a disciplined approach to investing and how systematic monthly dollar cost averaging in their top growth stocks has become a game changer by removing emotion from decision making. Kip also revisits his conviction that the bear market ended in early April, comparing the current recovery to the post-pandemic rally and making a bold case for why trying to time exits based on seasonal charts could be a mistake right now. He touches on striking topics from the mechanics of inflation, interest rates, and America’s “melt-up” moment, to the impact tariffs have or rather have not on inflation. Tune into today's podcast to learn more.

In today’s episode, host Kip Herriage takes us on a dynamic ride through market action following a dramatic bounce back Monday, highlighting why the rally is real and not just another “dead cat bounce.” From dissecting questionable government economic data and critiquing Fed leadership, to spotlighting the power of real-time AI-fueled economic reporting, Kip unpacks why he believes America’s economic future is looking brighter than ever and why now could be a magical time for optimists and investors alike. Tune into today's podcast to learn more. 

In today’s episode, Kip unpacks a whirlwind Friday filled with dramatic moves in interest rates, big swings for gold and the stock market, and a heated discussion about the credibility of government jobs data following a high-profile firing at the Bureau of Labor Statistics. He also offers his sharp perspective on how political maneuvering might be impacting economic reports, gives an update on the red hot IPO market, and makes a bullish case for gold and Bitcoin. Plus, Kip breaks down why he believes this is only the beginning of a generational bull market despite the headlines warning of recession and shares some actionable investing wisdom you won't want to miss. Tune into today's podcast to learn more. 

In today's episode, Tyler dives into the latest tech earnings reports following another busy week of Q2 Earnings. Tyler also pulls back the curtain on Federal Reserve decisions, the ongoing impact of J Powell’s policy decisions, and why this moment in the market cycle might be a golden "buy the dip" opportunity. Tune into today's podcast to learn more.

In today's episode, Kip dives into the Federal Reserve following today's FOMC meeting, and more importantly, he breaks down the market's reaction to J Powell's ongoing policy mistake. You’ll also hear Kip break down this week’s blockbuster earnings from tech giants like Meta and Microsoft, highlight the structural strength in corporate America, and touch on why he still sees massive upside ahead for U.S. markets. Tune into today's podcast for a comprehensive breakdown of today's stock market action.

In today’s episode, Kip breaks down another action packed day in the markets as we ride a six day streak of all time highs. Kip covers everything from the kickoff of the latest Fed meeting to the robust Q2 earnings reports that have been easily beating analyst expectations. He dives deep into market seasonality, the looming U.S.-China trade talks, and discusses why there’s still plenty of cash on the sidelines ready to jump in should we see any pullback. Tune into today's podcast to learn more. 

In today’s episode, Kip dives deep into the markets hitting fresh all-time highs, with both the Nasdaq and S&P 500 continuing their impressive melt-up. He highlights the explosive gains of Nvidia as it closes at another record high, cementing its place as the king of semiconductors. Kip also discusses why he believes we’re in the midst of a powerful bull market, defying the usual “August-September-October” bearish seasonality warnings dominating Wall Street’s headlines.

In today's episode, Tyler recaps an exciting week of stock market action, from Q2 earnings to economic data and All-time Highs from the S&P 500 and NASDAQ. Looking ahead, Tyler sets the stage for what to watch from in next week's jam-packed market calendar. Whether you’re an investing pro or just getting started, you’ll get actionable insights on where the market’s headed, what to look out for, and why it’s still early in this historic rally.

In today’s episode, Kip takes us through a whirlwind day in the markets, following yesterday’s explosive rally on the Dow and today’s pullback. Kip dives deep into why he believes we’ve officially moved out of a historic string of bear markets and are now entering what he calls the “golden age” for investors, a period that could rival the roaring late '90s and usher in massive wealth creation through the end of the decade. Tune into today's podcast to learn more.

In today’s episode, Kip returns and dives right into the latest action on Wall Street, recapping a big day for the markets and some headline grabbing earnings. Kip spotlights Tesla’s latest earnings report, breaking down the numbers and sharing his bullish outlook for Elon Musk’s ever evolving company including updates on AI, robotics, and the promising future of autonomous vehicles. He also touches on major tariff news between the U.S. and Japan, discusses why small cap stocks are starting to heat up, and highlights the generational opportunity he sees in the ongoing “innovation revolution.” Tune into today's podcast to learn more.