Enlightenment - A Herold & Lantern Investments Podcast
Keith Lanton
252 episodes
1 week ago
December 22. 2025 | Season 7 | Episode 47 We trace a line from the contested elections of the late 1800s to today’s market mood, then dig into AI-driven pricing, chip supply pinch points, prediction markets, and the real progress of robotaxis. The goal is to separate noise from durable drivers of earnings and risk. • Parallels between 1876–1880 elections and present-day policy debates • AI’s role in personalized pricing and margin expansion • Market tone, rates, and a commodities surge led b...
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December 22. 2025 | Season 7 | Episode 47 We trace a line from the contested elections of the late 1800s to today’s market mood, then dig into AI-driven pricing, chip supply pinch points, prediction markets, and the real progress of robotaxis. The goal is to separate noise from durable drivers of earnings and risk. • Parallels between 1876–1880 elections and present-day policy debates • AI’s role in personalized pricing and margin expansion • Market tone, rates, and a commodities surge led b...
Enlightenment - A Herold & Lantern Investments Podcast
December 22. 2025 | Season 7 | Episode 47 We trace a line from the contested elections of the late 1800s to today’s market mood, then dig into AI-driven pricing, chip supply pinch points, prediction markets, and the real progress of robotaxis. The goal is to separate noise from durable drivers of earnings and risk. • Parallels between 1876–1880 elections and present-day policy debates • AI’s role in personalized pricing and margin expansion • Market tone, rates, and a commodities surge led b...
