VRA Podcast: The Truth Behind September’s Slump: Oil, Fed Moves, and Market Liquidity Signals - Kip Herriage - September 9, 2026

Welcome to the VRA Investing Podcast! In today's episode, Kip Herriage breaks down what’s driving the market’s recent heaviness as we push through September—historically the toughest month for stocks. He analyzes the spike in oil prices and treasury yields, takes a contrarian look at rate hike expectations ahead of the September FOMC meeting, and explains why the market may be underestimating the strength of corporate earnings growth. Kip Herriage also shares insider perspectives on the influence of central banks, the role of media narratives as we approach the midterms, and how liquidity “tells” in sectors like semis and precious metals can be key market indicators. Stay tuned for actionable insights on why, despite choppy waters, there are signs of strength brewing beneath the surface.