VRA Podcast: July Melt Up: Why Seasonality and Macro Trends Signal a Market Rally Ahead - Kip Herriage - June 29, 2026

Welcome to the VRA Investing Podcast with Kip Herriage! In today’s episode, Kip Herriage dives into the current state of the markets as we head into a holiday-shortened week, sharing insights on seasonality and why July could be a breakout month for investors. You’ll hear why Kip Herriage believes the so-called “June swoon” is setting up for a July melt-up, why macro trends—and not just algorithms—are key, and the contrarian strategies that have helped him beat the market over his 40-year career. He’ll break down the risks and opportunities he sees in interest-rate-sensitive stocks, the significance of small caps leading the charge, and why recent market action might be signaling a major turn ahead. Plus, get Kip Herriage's bullish outlook on gold, Bitcoin, and Tesla, including why Tesla’s upcoming robotaxi announcement could spell big trouble for its competitors. Stay tuned as Kip Herriage cuts through the noise, challenges mainstream financial narratives, and helps you position for what could be a game-changing second half of the year.