
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
Audio is streamed directly from the publisher (anchor.fm) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
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.