VRA Podcast: Mega-Cap Surge, Market ATHs, and Earnings Season Beats - Tyler Herriage - August 03, 2026

from VRA Investing Podcast · host Vertical Research Advisory

In today's episode, Tyler covers a strong start to the week, from surprising momentum in mega-cap names to double-digit earnings growth, and some fresh all-time highs. We also saw another pivot from Trump on Iran that sent oil prices lower. Tune in as Tyler breaks down the latest on upcoming earnings, the rotational bull market, and why stock resilience continues to defy expectations.

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VRA Podcast: Mega-Cap Surge, Market ATHs, and Earnings Season Beats - Tyler Herriage - August 03, 2026

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