VRA Investing Podcast: Labor Day Recap, Gold Bulls, and Market Momentum - Kip Herriage - September 2, 2025
VRA Investing Podcast · Vertical Research Advisory
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Show Notes
In today’s episode, Kip returns from an epic Alaskan fishing adventure, recharged and ready to dig into the state of the markets after the long Labor Day weekend. Kip shares personal stories from the Highlands Lodge, recounting how his trip to the wilds of Pelican, Alaska, ended with more than just memories, plenty of salmon, halibut, and unique fish tales in tow. But it’s not all leisure. Kip is fired up about the markets, especially precious metals and mining stocks. He breaks down why gold’s breakout is just getting started, why mining stocks are misunderstood (and ripe with opportunity), and why he believes gold could see a “Bitcoin-like move” in the years ahead. Kip explains the macroeconomic forces at play, including the possible impact of Trump administration policies and the unprecedented flood of global liquidity, and makes the case for staying bullish even when the bears get loud.