VRA Podcast: Navigating Market Rotations and Bullish Trends - Kip Herriage - February 4, 2026
VRA Investing Podcast · Vertical Research Advisory
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Show Notes
In today’s episode, Kip dives into the latest market action and shares insights on the rotational themes shaping investor sentiment right now. He discusses why he and his team recently took profits in leveraged ETFs, what the software sector’s recent pullback means for tech investors, and why these movements are actually textbook signs of a healthy bull market. Kip also breaks down the impact of big earnings reports from giants like Google and Microsoft, outlines his bullish outlook for the remainder of the year, and highlights the “big three” macro themes driving the market, the Trump economic miracle, the ongoing innovation revolution, and a tidal wave of global liquidity. You'll hear thoughts on global reflation, concerns about Japan’s role in the markets, and the resilience of precious metals and Bitcoin amid recent volatility. Tune into today's podcast to learn more.