Enlightenment - A Herold & Lantern Investments Podcast

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Enlightenment - A Herold & Lantern Investments Podcast

Keith Lanton

252 episodes

6 days 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...

Show more...

Self-Improvement

Episodes (20/252)

Enlightenment - A Herold & Lantern Investments Podcast

How History, AI, And Prediction Markets Are Shaping Your Wallet

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...

1 week ago

39 minutes

Enlightenment - A Herold & Lantern Investments Podcast

What The Disputed 1876 Election Teaches Us About Today’s Markets And Policy

December 15, 2025 | Season 7 | Episode 46 We connect the fiercely contested 1876 election to today’s fractured politics and market structure, then pivot to concrete year-end tax moves, the Fed’s latest actions, and where real bubbles may be forming. We close with a pragmatic look at Barron’s 2026 stock ideas, sector rotations, and a measured quantum bet. • lessons from the Tilden–Hayes standoff and the end of Reconstruction • parallels between historic legitimacy fights and modern institutio...

2 weeks ago

39 minutes

Enlightenment - A Herold & Lantern Investments Podcast

Why Tariffs, Currencies, And Fed Policy Collide To Move Stocks

December 8, 2025 | Season 7 | Episode 45 We trace how a weak yuan powers China’s record trade surplus despite tariffs, and why history with Japan’s yen still shapes today’s strategy. We map the U.S. pivot to talent and capital, the odds of a hawkish Fed cut, retiree tax moves for 2025, and two stock spotlights: Weyerhaeuser and Apple. • China’s $1T trade surplus and currency dynamics • Tariff rerouting through Southeast Asia, Mexico and Africa • Lessons from Japan’s Plaza Accord and export p...

3 weeks ago

39 minutes

Enlightenment - A Herold & Lantern Investments Podcast

Santa Rally Meets Gemini: Even Rudolph Is Rebalancing

December 1, 2025 | Season 7 | Episode 44 Markets don’t move in straight lines, and neither do we. As December kicks off, we zoom out to habits and time—how focus shapes results—and then zoom right back into a surprisingly strong rally that flipped leadership from NVIDIA-linked names toward Alphabet’s fast-rising AI stack. Gemini’s leap and seventh-generation TPUs put Google’s custom silicon and data advantage in the spotlight, while shifting rate-cut odds, a firmer BOJ tone, and commodity str...

1 month ago

38 minutes

Enlightenment - A Herold & Lantern Investments Podcast

Markets, Mindset, And The Holiday Week

November 24, 2025 | Season 7 | Episode 43 Markets can rally on headlines and still slide by the close, and this holiday-shortened week is a masterclass in that tension. We open with the travel surge and a shaky tape, then dig into why NVIDIA’s stellar results sparked selling, what “violently flat” really signals, and how investor positioning, year-end incentives, and shifting rate expectations can outweigh even the best earnings day. If you’ve been wondering why AI euphoria keeps colliding ...

1 month ago

29 minutes

Enlightenment - A Herold & Lantern Investments Podcast

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...

1 month ago

38 minutes

Enlightenment - A Herold & Lantern Investments Podcast

What Were They Thinking When Everyone Bought The Same Seven Stocks

November 3, 2025 Season 7 | Episode 41 Markets don’t break on the loud day; they weaken quietly while everything still looks fine. We open with a clear view of the pressure points shaping returns right now: a grinding government shutdown, a Supreme Court showdown over tariff power, and a Fed that cut rates but refuses to pre-commit on December. Those crosscurrents jolted the curve, with front-end yields jumping as cut odds fell and the 10‑year backing up, resetting how investors should think ...

2 months ago

38 minutes

Enlightenment - A Herold & Lantern Investments Podcast

Markets, Tech, And The Week Ahead

October 27, 2025 | Season 7 | Episode 40 A record-chasing market collides with the busiest macro week of the quarter, and we break it all down with a clear playbook for investors. We start with the incentives you don’t see: October fiscal year-ends and bonus locking that can drive sharp, end-of-month positioning. Then we weigh a likely Fed cut, what Powell’s guidance implies for the path of rates, and how a softer inflation print is tilting sentiment across stocks, gold, and credit. To make ...

2 months ago

33 minutes

Enlightenment - A Herold & Lantern Investments Podcast

Riding The Wall Of Worry

October 20, 2025 | Season 7 | Episode 39 Fear is loud, but context is louder. We open with the classic wall of worry and show why widespread crash talk can be oddly protective, then parse what actually matters now: a Fed tilting to cuts, resilient big-bank earnings, and a stealth risk that portfolios are measured in weakening dollars, not just rising prices. Along the way, we size up tech’s towering influence—more than a quarter of the S&P 500 in four names—and the uncomfortable truth tha...

2 months ago

36 minutes

Enlightenment - A Herold & Lantern Investments Podcast

Tariffs, Rare Earths, And A Flight To Gold: How Geopolitics Hit Your Portfolio

October 13, 2025 | Season 7 | Episode 38 A sudden policy shock from Beijing and a hardline tariff posture from Washington can erase trillions in market value in a day—and that’s exactly what just happened. We walk through the sequence: China widens export controls on rare earths and related technologies, the White House floats a 100% additional tariff that would lift rates to 140%, and both sides layer on shipping levies that threaten to raise costs on everything from refined fuels to consume...

2 months ago

37 minutes

Enlightenment - A Herold & Lantern Investments Podcast

Shutdown, Markets, And The Big Bill

October 6, 2025 | Season 7 | Episode 37 A government shutdown should spook investors, yet stocks are climbing, futures are green, and deal flow is perking up. We unpack why markets often rally through shutdowns, where this one could truly bite if furloughs turn into layoffs, and what a data blackout does to sentiment and positioning. From there, we zoom out to structural shifts: Thomas Peterffy’s argument that 9:30–4:00 is a relic in a global, algorithmic market, why 24/7 trading for liquid m...

3 months ago

36 minutes

Enlightenment - A Herold & Lantern Investments Podcast

Volatility, Policy, and AI: Choosing Growth When Currency Blurs the Scoreboard

September 29, 2025 | Season 7 | Episode 36 Forget the spooky stories—October’s market script is more complex and more constructive than memory suggests. We open by challenging the “October effect,” tracing how volatility and returns actually stack up, and why certain election cycles—not the month itself—deserve the caution label. From there we walk through a potential U.S. government shutdown with a clear, practical lens: what functions continue, where services stall, how a delay in key econo...

3 months ago

35 minutes

Enlightenment - A Herold & Lantern Investments Podcast

Beyond the Markets: Finding Confidence Through Courage in Finance and Life

September 22, 2025 | Season 7 | Episode 35 What happens when a tech giant can borrow money at lower rates than the U.S. government? This fascinating development signals a potential paradigm shift in how markets view sovereign debt risk—and it's just one of many remarkable insights from the aftermath of the Federal Reserve's recent rate cut decision. The Fed's quarter-point reduction marks the first cut since December, but market reactions have been surprisingly complex. While short-term vari...

3 months ago

39 minutes

Enlightenment - A Herold & Lantern Investments Podcast

The Fed Walks a Tightrope Between Inflation and Employment This Week

September 15, 2025 | Season 7 | Episode 34 The financial world holds its breath as the Federal Reserve prepares for its most consequential meeting in months. Markets have climbed to record highs, yet beneath this strength lies a complex economic puzzle that affects every investor's decision-making process. At the heart of this week's financial drama is the Fed's delicate balancing act. Fresh data reveals a labor market losing steam faster than expected, with the Bureau of Labor Statistics dr...

3 months ago

35 minutes

Enlightenment - A Herold & Lantern Investments Podcast

Jobs, Immigration, and Portfolio Allocation: Where the Puck is Going

September 8, 2025 | Season 7 | Episode 33 The financial landscape is shifting beneath our feet, and savvy investors are taking notice. Recent employment data has revealed troubling signs of economic weakness—just 22,000 jobs added in August (far below expectations), unemployment rising to a four-year high of 4.3%, and downward revisions showing actual job losses in June for the first time since 2020. But within this uncertainty lies opportunity. BlackRock, the world's largest asset manager, ...

3 months ago

38 minutes

Enlightenment - A Herold & Lantern Investments Podcast

Wall Street's Annual Jitters: How to Survive September

September 2, 2025 | Season 7 | Episode 32 September has historically been Wall Street's most challenging month, with the S&P 500 declining 56% of the time by an average of 1.17% since 1927. As we navigate this traditionally difficult period, several key events could significantly impact market performance – most notably the Federal Reserve's September 17th meeting, where there's currently a 90% probability of a 25 basis point rate cut. The upcoming August jobs report (September 5th) will...

4 months ago

40 minutes

Enlightenment - A Herold & Lantern Investments Podcast

Are You Really Diversified? The Hidden Truth Behind Index Investing

August 18, 2025 | Season 7 | Episode 31 The financial landscape is undergoing a remarkable transformation that demands our attention. Tech stocks have quietly reshaped the S&P 500, creating a concentration that challenges traditional notions of diversification. What many investors don't realize is that technology now represents a staggering 45% of the index when accounting for companies like Meta, Alphabet, and Amazon—despite their classification in other sectors. This concentration crea...

4 months ago

37 minutes

Enlightenment - A Herold & Lantern Investments Podcast

Are Tariffs Becoming America’s New Income Tax?

August 4, 2025 | Season 7 | Episode 30 The financial landscape shifted dramatically last week as markets processed a surprisingly weak jobs report amidst record highs for major indices. Friday's employment data revealed not just lower-than-expected job growth but massive downward revisions to previous months, sending markets tumbling despite stellar earnings from tech giants. This unexpected weakness has resurrected concerns about stagflation – that dreaded combination of sluggish growt...

5 months ago

40 minutes

Enlightenment - A Herold & Lantern Investments Podcast

Are Animal Spirits Taking Over Wall Street Again?

July 27, 2025 | Season 7 | Episode 29 A major shift in global trade dynamics unfolded today as the United States and European Union reached a preliminary agreement setting a 15% baseline tariff on most European imports—significantly lower than the threatened 30% that loomed without a deal. The implications ripple across multiple sectors, with pharmaceuticals hanging in balance as the largest trade category between these economic powers. The deal reveals striking contrasts across industries. ...

5 months ago

34 minutes

Enlightenment - A Herold & Lantern Investments Podcast

Are Stock Buybacks Fueling a Hidden Market Bubble?

July 21, 2025 | Season 7 | Episode 28 The invisible forces of supply and demand are reshaping financial markets in ways that savvy investors need to understand. This deep dive explores how stock buybacks have overtaken dividends as the primary method companies return capital to shareholders—and why timing matters tremendously. When companies repurchase shares, they reduce market supply, potentially boosting earnings per share and stock prices. But there's a crucial distinction between disc...

5 months ago

35 minutes