VRA Podcast: Fear in the Markets: Oil Shocks, Fed Policy, and September’s Historical Trends - Kip herriage - September 1, 2026

Welcome to the Daily Investing Podcast with Kip Herridge. In today’s episode, Kip Herriage breaks down a turbulent day in the markets, discussing why rising oil prices and geopolitical tensions are fueling fear among investors. He tackles the debate over potential Federal Reserve rate hikes, arguing strongly against tightening monetary policy in response to the current oil shock and examining the political angles at play. Despite weak market internals and negative sector performance, Kip Herriage remains optimistic about the months ahead, pointing to robust corporate earnings, the long-term potential of AI, and historical strength in the fourth and first quarters as reasons for investors to stay the course. Stay tuned as we unpack today’s market action and set the stage for the opportunities that lie ahead.