VRA Investing Podcast: Fed Rate Cuts, Mortgages, and the Innovation Revolution - Kip Herriage - September 17, 2025
VRA Investing Podcast · Vertical Research Advisory
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Show Notes
In today’s episode, Kip dives right into the dramatic market action following the latest Federal Reserve meeting and Jerome Powell’s address. Kip unpacks Powell's demeanor, Bloomberg’s assessment of a Fed “full of contradictions,” and the immediate impact on the markets, including a sharp rally after Powell stopped speaking and surprising moves in Treasury yields. Kip takes on everything from the Fed’s “institutional bloat” to the growing argument for fewer Fed meetings, and why Trump’s push to change the system of quarterly earnings reports actually makes sense. He breaks down the current themes driving rates lower and what it all means for mortgage rates, the $34 trillion in untapped home equity, and the coming wave of refinancing activity.Tune into today's podcast to learn more.