VRA Podcast: Why Inflation Is Dying and the Bull Market Is Just Getting Started - Kip Herriage - June 22, 2026

Welcome back to the VRA Investing Podcast! In today’s episode, Kip Herridge shares his optimistic outlook on the markets, reflecting on his personal journey and the lessons learned from his Wall Street mentors. He dives deep into the shifting landscape of the Federal Reserve, inflation trends, and why he believes we’re just at the beginning of a generational bull market. From the impact of the millennial generation and technological innovation to the changing tides in global politics and massive liquidity in the financial system, Kip Herridge breaks down the reasons behind his high-confidence, contrarian investment calls. Tune in for insights on interest rates, the strength of semiconductors, opportunities in housing, the role of animal spirits, and bold forecasts for stocks, bitcoin, and Tesla. Whether you’re a seasoned investor or just getting started, this episode promises a timely and energizing look at the forces shaping today’s markets.