VRA Podcast: Dovish Inflation Data. Leadership Points to a Melt-up Into Midterms - Kip Herriage - August 13, 2026

In today’s energized episode, Kip Herriage recaps the latest market action and dives into why he sees nothing but bullish signals for investors right now. From breaking down the ongoing divergence between bearish sentiment and all-time-high stock prices, to calling out top contrarians like Michael Burry, Kip examines everything from the rebound in private credit stocks to the melt-up potential heading into the midterms. You’ll hear about the strength in small caps, steady economic growth, what the latest disinflation data means, and why contrarian investors should be wary of “groupthink” economics. Tune into today's podcast to learn more.