VRA Investing Podcast: Generational Bull Market, Semis & Tech Break All Time Highs - Kip Herriage - October 20, 2025

In today's episode, Kip dives into the latest market action, celebrating new all time highs in tech, the semiconductors, and the Nasdaq, and explains why this bull market is textbook, don’t listen to the naysayers! Kip breaks down the bold calls the VRA team made earlier this year, from plunging interest rates to shifts in mortgage rates and what that means for investors as we head into the midterms and beyond. He explores how changes at the Fed, Trump’s policy pivots, and a potential “rocket fuel” drop in mortgage rates could send the market even higher. You’ll get insight into why Kip expects next year to be a blockbuster for stocks, with predictions of the S&P 500 and Nasdaq delivering outsized gains. He also shares his candid views on political developments, the importance of optimism in investing, and the risks and rewards in gold, bitcoin, and standouts like Tesla.