VRA Investing Podcast: The Innovation Revolution & Second Shot at Another Dotcom Melt Up - Kip Herriage - January 23, 2024
VRA Investing Podcast · Vertical Research Advisory
January 23, 202415m 21s
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Show Notes
In today's episode, Kip covers the significance of the innovation revolution, particularly focusing on the demand for semiconductors and the strength of the consumer and corporate sectors. Kip also shares insights on specific stocks such as Netflix and Tesla, the latest in earnings, and the potential in small-cap and housing stocks.