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.
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