Enlightenment - A Herold & Lantern Investments Podcast
Keith Lanton
253 episodes
2 days ago
December 29, 2025 | Season 7 | Episode 48 We review why 2025 defied cautious forecasts, from AI capex and policy-driven depreciation to lower oil and a powerful wealth effect, and we frame 2026 through Munger’s lens of patience and clarity. We flag key risks, make the case for a return to quality, and explore copper’s setup alongside a closer look at Salesforce. • Munger’s principles on patience, reading, and realism • Why 2025 beat expectations despite tariffs and inflation fears • AI build...
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December 29, 2025 | Season 7 | Episode 48 We review why 2025 defied cautious forecasts, from AI capex and policy-driven depreciation to lower oil and a powerful wealth effect, and we frame 2026 through Munger’s lens of patience and clarity. We flag key risks, make the case for a return to quality, and explore copper’s setup alongside a closer look at Salesforce. • Munger’s principles on patience, reading, and realism • Why 2025 beat expectations despite tariffs and inflation fears • AI build...
Enlightenment - A Herold & Lantern Investments Podcast
38 minutes
1 month ago
Why A Strong Mind Beats A Volatile Market
November 17, 2025 | Season 7 | Episode 42 Markets don’t wait for your plan to catch up. We open with a clear framework for year-end positioning that blends mindset with mechanics—how identity-based habits and focus can keep you from selling lows, chasing highs, or ignoring life changes that matter more than headlines. From there, we map the macro forces likely to shape returns over the next few quarters and what to do about them. China’s deflation is no longer a blip; it’s a loop. With broad...
Enlightenment - A Herold & Lantern Investments Podcast
December 29, 2025 | Season 7 | Episode 48 We review why 2025 defied cautious forecasts, from AI capex and policy-driven depreciation to lower oil and a powerful wealth effect, and we frame 2026 through Munger’s lens of patience and clarity. We flag key risks, make the case for a return to quality, and explore copper’s setup alongside a closer look at Salesforce. • Munger’s principles on patience, reading, and realism • Why 2025 beat expectations despite tariffs and inflation fears • AI build...
