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VRA Investing Podcast: It's Rotation, Not Panic. The Fed's Latest Mistake - Kip Herriage - July 30, 2024

VRA Investing Podcast: It's Rotation, Not Panic. The Fed's Latest Mistake - Kip Herriage - July 30, 2024

VRA Investing Podcast · Vertical Research Advisory

July 30, 202428m 54s

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Show Notes

In today's episode, Kip dives into the latest stock market action on a mixed day for the markets. The Dow and value stocks lead while tech and the semis are taking a pause, still, Kip sees positive signs for the future of tech. He also discusses the latest from the Federal Reserve and what to expect from tomorrow's J Powell speech after the FOMC meeting. Tune into today's podcast to learn more.