VRA Podcast: Dow Jones All-Time High, and Semis Surge in First Half of 2026 - Tyler Herriage - June 30, 2026

VRA Podcast: Dow Jones All-Time High, and Semis Surge in First Half of 2026 - Tyler Herriage - June 30, 2026

June 30, 2026 · 25 min

About this episode

Tyler recaps a fantastic Q2 for the markets and discusses expectations for the second half of 2026.

In today's episode, Tyler recaps a fantastic Q2 for our markets and gives a glimpse into what we can expect for the second half of 2026. He covers another round of all-time highs from the Dow, and dives into the latest on money supply, liquidity, and why this environment still favors owning inflationary assets. Tune into today's podcast to learn more.

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