VRA Podcast: Semiconductor Surge and Gold Miner Supercycle - Kip Herriage - February 11, 2026
VRA Investing Podcast · Vertical Research Advisory
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Show Notes
In today's episode, Kip dives into the market’s surprising midday volatility and the unwavering strength of the semiconductor sector, highlighting how semis and Bitcoin remain key liquidity indicators for savvy investors. Kip explores the persistent negative media narrative, contrasting it with robust jobs data and economic trends that suggest Trump’s policies are fueling a genuine economic boom. We’ll unpack the historic undervaluation and explosive potential of gold miners, discuss the surge in tariff revenues, and analyze what these signals mean for your portfolio. Plus, Kip addresses AI’s impact on industries, dispelling myths about job destruction and predicting an exciting wave of innovation that could create new industries and extend lifespans. Tune into today's podcast to learn more.