Vertical Research Advisory

VRA Podcast: The Global Reflation Trade & 2026 Market Opportunities - Kip Herriage - January 07, 2026

Informações:

Sinopse

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.