VRA Investing Podcast: Semis Surge to Fresh ATH's. The Power of the Roaring 2020's - Kip Herriage - January 19, 2024
VRA Investing Podcast · Vertical Research Advisory
January 19, 202425m 6s
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Show Notes
In today's episode, Kip shares his insights on the current market conditions, and today's all-time high in the S&P 500 and the semiconductors. Kip also discusses the impact of the innovation revolution and its influence on corporate earnings. As Kip sees it, investors Are Getting a Second Shot at a "Dot-com-like" Melt-up