VRA Podcast: Debunking Market Fears: Blue Owl, Gold Miners, and the Next Bull Run - Kip Herriage - February 19, 2026
VRA Investing Podcast · Vertical Research Advisory
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Show Notes
Welcome back to the VRA Investing Podcast with your host, Kip Herriage. In today’s episode, Kip Herriage returns from a short business trip to Dallas, fresh off a conversation with Grant Stinchfield of Real America’s Voice, and ready to tackle a week packed with market anxiety, big headlines, and fresh opportunities. The show dives straight into recent market jitters—how fears over Blue Owl Capital sparked new comparisons to the 2008 financial crisis and why Kip Herriage believes those fears are overblown. He breaks down the latest in the AI innovation boom, what it means for investors today, and his outlook for generational bull markets, drawing parallels to the early days of the dot-com era.