EPISODE · Aug 12, 2026 · 20 MIN
VRA Podcast: All-Time Highs, Inflation Data, and the Broadening Bull Market - Tyler Herriage - August 12, 2026
from VRA Investing Podcast · host Vertical Research Advisory
In today’s episode, Tyler breaks down a whirlwind day in the markets driven by the latest CPI inflation data and what it means for future rate hikes and yields. He digs into stunning Q2 earnings results, highlights the overwhelming strength in semiconductors and industrials, and explains why the so-called “AI bubble” is nothing like the dot-com era. Plus, Tyler breaks down why all-time highs are opportunities, not dangers. Tune into today's podcast to learn more.
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VRA Podcast: All-Time Highs, Inflation Data, and the Broadening Bull Market - Tyler Herriage - August 12, 2026
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