VRA Podcast: Seasonality Strength and Semiconductors Leading the Charge - Kip Herriage - December 3, 2025

In today's episode, Kip dives into the current state of the markets, where seasonality is driving strong bullish momentum and small caps are leading the charge. He shares insights from money manager Bryan, noting that short sellers are getting burned, and institutional investors still aren’t bullish enough. Kip highlights standout moves in sectors like semiconductors and reveals how the VRA portfolio is capitalizing on trends with leveraged ETFs and options, especially in nuclear stocks like SMR. This episode also covers major economic policy news, including anticipated changes at the Federal Reserve and the massive potential impact of Trump’s proposed economic bills from slashed corporate taxes to big incentives for manufacturing. Kip outlines investment strategies in housing, small caps, gold, and disruptive innovators like Tesla, offering his forecasts for end-of-year rallies and bold predictions for the coming year.