VRA Podcast: Navigating Market Shifts: The War, Rate Sensitives, and the Melt-Up Opportunity - Kip Herriage - August 7, 2026

Vertical Research Advisory by Vertical Research Advisory

Welcome back to the VRA Investing Podcast! In today’s episode, Kip Herridge takes us through a rollercoaster few months in the markets, sharing candid reflections on how global conflict—specifically, the recent war—upend...View more