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...
Why Tariffs, Currencies, And Fed Policy Collide To Move Stocks
Enlightenment - A Herold & Lantern Investments Podcast
39 minutes
4 weeks ago
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...
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...
