VRA Investing Podcast: Why Semiconductors Lead the Bull Market Rally - Kip Herriage - June 16, 2025
VRA Investing Podcast · Vertical Research Advisory
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Show Notes
In today’s episode, Kip breaks down the latest market action following heightened geopolitical tensions between Iran and Israel. Kip explores how historical patterns play out when global conflicts arise, explaining why bullets often create unexpected buying opportunities in the stock market. He highlights the remarkable comeback of major indices after Friday’s drop, the dominant leadership of semiconductors, and why he believes we’re seeing the start of a powerful bull run reminiscent of previous market rallies.