VRA Investing Podcast: Bank Stocks Lead Dow to New All Time Highs - Kip Herriage - November 12, 2025

In today's episode, Kip breaks down a pivotal day in the markets as the Dow Jones hits an all time high, led by surging bank and healthcare stocks. The conversation dives into the importance of sector rotations, why they're a sign of a healthy bull market and why traditional economic data and government releases just can't be trusted the way most investors think. Kip takes an honest look at the legacy of market predictions (hello, Michael Burry and Jim Cramer), the impact of recent government shutdowns, and why Kip's mentors always recommended going against the crowd when economists all agree. Expect a candid discussion on the power of price action over economic filings, and how keeping an eye on the market itself is the best indicator of what's really happening. Tune into today's podcast to learn more.