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Home > Vertical Research Advisory > VRA Podcast: The Global Reflation Trade & 2026 Market Opportunities - Kip Herriage - January 07, 2026
Podcast: Vertical Research Advisory
Episode:

VRA Podcast: The Global Reflation Trade & 2026 Market Opportunities - Kip Herriage - January 07, 2026

Category: Business
Duration: 00:30:53
Publish Date: 2026-01-07 22:16:48
Description:

In today’s episode, Kip breaks down the latest market activity, exploring how recent political announcements, particularly from Trump, are impacting key sectors like housing, defense, energy, and banking. He also shares his perspective on why the current bull market remains strong and explains the VRA strategy for navigating short-term dips, specifically in semiconductors and small caps. Tune into today's podcast to learn more.


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