Welcome to the VRA Investing Podcast with your host Kip Herriage. In today's episode, Kip Herriage takes you through a volatile day in the markets, unpacking the swift selloff following the latest CPI inflation data and its ripple effects across major indices like the NASDAQ, S&P 500, and the all-important semiconductors. He dives into what the inflation numbers could mean for the upcoming election, the prospects of political gridlock, and why short-term reactions shouldn't shake the confidence of long-term investors. Kip Herriage also highlights key technical levels in the semis, discusses the historical context of the current bull market versus the dot-com era, and shares insights on value among trillion-dollar companies. Plus, don’t miss exciting news in the world of Tesla and SpaceX, updates on sector and commodity action, and why seasonality might work in investors’ favor heading into year-end. Stay tuned for in-depth analysis, actionable data, and the contrarian perspective you rely on from VRA.
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