VRA Investing Podcast: Semis, Small Caps, and the Atlanta Fed’s Surging GDP Outlook - Kip Herriage - June 3, 2025

from VRA Investing Podcast · host Vertical Research Advisory

In today's episode, Kip dives into the latest action on Wall Street, spotlighting the relentless buying of every market dip and the powerful trends shaping the current bull market. Kip breaks down the ongoing leadership from tech stocks, especially semiconductors and Nvidia, now the world’s most valuable public company and covers why small caps finally got their moment to shine. He also unpacks the Atlanta Fed’s bullish GDP forecast, the ever-present influence of retail investors and millennials, and the political wrangling in Washington over budget and tax bills. Tune into today's podcast to learn more.

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VRA Investing Podcast: Semis, Small Caps, and the Atlanta Fed’s Surging GDP Outlook - Kip Herriage - June 3, 2025

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