VRA Podcast: Trump’s Plan, CPI Shock, and The Next Big Moves for Markets

In today’s episode, Kip dives into the biggest market headlines and investment themes shaping 2026 and beyond. After a marathon day on the road, Kip shares quick insights on riding in his Tesla, before the hosts break down Trump’s recent address, the lingering effects of media bias, and why the latest CPI data points to a disinflationary future. They also dissect the market’s reaction to Tucker Carlson’s controversial Venezuela war rumor, highlighting how news-driven swings and low liquidity can create volatility and opportunity for prepared investors. You’ll hear why Kip believes that housing, gold miners, and innovation-focused tech stocks are primed for explosive growth, and what the “innovation revolution” means for your portfolio. The duo also tackles the current sentiment around bitcoin, stock market seasonality, and the ongoing importance of tuning out mainstream groupthink.