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VRA Investing Podcast: Semis Slide, Gold Shines, and Why this Bull Market Is Still in Early Innings - Tyler Herriage - October 07, 2025
Episode 1684

VRA Investing Podcast: Semis Slide, Gold Shines, and Why this Bull Market Is Still in Early Innings - Tyler Herriage - October 07, 2025

VRA Investing Podcast · Vertical Research Advisory

October 7, 202526m 41s

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Show Notes

In today's episode, Tyler dives into a busy day for the markets, where fresh all-time highs gave way to a slight pullback, yet the broader bull market story remains unchanged. He covers why the VRA sees this as "The Pause That Refreshes" as we head into Q3 Earnings Season. He also breaks down major news from Tesla and explains why the VRA has been so focused on owning inflationary assets in this market environment. Tune into today's podcast to learn more.