Enlightenment - A Herold & Lantern Investments Podcast: Recent Episodes
Keith Lanton
Financial Podcast featuring Mr. Keith Lanton, President of Herold & Lantern Investments, Melville, New York. Every week Keith enlightens his audience with intuitive insights, personal development, and current market commentary. Press interviews or commentaries, please contact Keith or Sal Favarolo at 631-454-2000 | CREDITS: Sophie Cohen - Disclaimer | Alan Eppers - Introduction - Closing | Sal Favarolo - Producer, Sound, Editing, ArtworkFor informational purposes only, not intended as investment advice. Views and opinions subject to change without notice
August 3, 2026 | Season 8 | Episode 24
A market can look calm right up until it doesn’t, and this week’s setup shows why. We start with the big drivers that hit all at once: the Federal Reserve holding interest rates steady, a bond market that reacts to credibility as much as data, and a fresh wave of headlines out of Iran that immediately changes the tone for oil, stocks, and risk appetite. If you follow geopolitics and markets, the Strait of Hormuz and the path of crude prices are not abstract. They are inputs into inflation expectations, Treasury yields, and equity multiples.
Then we zoom out to something most investors don’t spend enough time on: the psychology behind leadership. I walk through how Winston Churchill’s early combat and war-correspondent years built a risk tolerance and communication style that later shaped real decisions, and how Donald Trump’s New York City tabloid era taught him to treat media attention as leverage. The takeaway is practical: if you want to anticipate how policy is messaged and how pressure is handled, you study the blueprint, not just the latest headline.
From there, we get tactical on what moved markets: the rare US and Bank of Japan currency intervention that jolts USD/JPY and flows directly into the Treasury market, plus the AI trade unwind that shows how leverage and margin calls can force liquidation even when a thesis is directionally right. We also break down big tech earnings from Microsoft, Amazon, Alphabet, Meta, and Apple to separate AI capital expenditures from real AI monetization. Finally, we close with a second major investing theme gaining speed: GLP-1 obesity drugs and why the next wave, including oral pills, could reshape healthcare and markets.
If this helps you think more clearly about risk, rates, tech earnings, and the narratives that move prices, subscribe, share the episode, and leave a review with your biggest takeaway.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
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July 27, 2026 | Season 8 | Episode 23
The market is sending mixed signals that are easy to miss if you only watch the headlines. One moment the major indexes look fine, and the next a single theme, artificial intelligence, is doing so much of the lifting that the “index equals the market” assumption starts to break down. We dig into the new reality of AI on versus AI off, where breadth matters, concentration matters, and your portfolio can be taking more AI risk than you intended.
We also unpack two earnings reactions that caught investors off guard. Tesla’s report raises the question of how long the market will pay a premium for vision without execution, even with big promises around autonomy, robotaxis, and robotics. Alphabet posts blockbuster numbers, yet the stock drops as Wall Street zeroes in on massive AI spending, capital expenditures, and the uncomfortable moment when free cash flow turns negative. Along the way, we explain a crucial AI accounting dynamic: chipmakers recognize revenue now while hyperscalers depreciate infrastructure over years, which can make profits look better than cash reality.
Then we zoom out to the real-world drivers that can reset valuations fast: Middle East tension, the Strait of Hormuz, oil prices, inflation expectations, and a bond market offering higher real yields. We cover overlooked medical device stocks that may be “on sale,” clarify what the Social Security trust fund timeline could mean for future benefits, and explain why Treasury Inflation Protected Securities (TIPS) deserve a fresh look as an inflation hedge.
If this helped you stress-test your assumptions about AI stocks, market concentration, and bond opportunities, subscribe, share the episode, and leave a review. What part of your portfolio feels most exposed right now?
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
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July 20, 2026 | Season 8 | Episode 22
We connect today’s market nerves to a timeless driver of power: whoever controls key waterways can reshape trade, politics, and prices. We use the Mississippi River and New Orleans blockade to frame the Strait of Hormuz risk, then pivot to what earnings season and AI disruption mean for software stocks and a surprising value idea in Subaru.
• earnings season setup and why Big Tech AI spending matters for profits
• Strait of Hormuz tension and how shipping chokepoints move oil and sentiment
• the New Orleans port blockade as a catalyst for the US Constitution structure
• the chain of events that helped lead to the Louisiana Purchase
• Barron’s view on AI trade doubts and the rotation away from mega cap tech
• why software stocks lag and how to think about winners vs permanently challenged names
• Subaru FUJHY as a cash rich shareholder friendly value stock with strong US demand
For more information, please visit our website at www.com.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern
July 6, 2026 | Season 8 | Episode 21
The Fourth of July story most of us learned leaves out a powerful driver of what America becomes next: debt. We walk through how Revolutionary War financing creates the earliest U.S. bond market, why war bonds and debt certificates start trading at deep discounts, and how that breakdown in public credit helps ignite Shays’ Rebellion in Massachusetts. When farmers and veterans can’t pay crushing taxes and creditors demand hard money, the “bond market” stops being an abstract concept and becomes a force that can reshape laws, leadership, and the country’s future.
From there, we bring the lens forward to today’s markets. We talk through what we’re watching as earnings season kicks off, how leadership can rotate even when indexes look calm, and why rates and the Treasury market still matter more than most headlines admit. We also dig into two underappreciated AI risks: the growing national pushback that blocks or delays data center construction, and the exploding cost of tokens inside corporate AI budgets, especially with reasoning models and AI agents that can burn through usage at unpredictable scale.
We close with two practical takeaways you can act on. First, why buying individual municipal bonds can deliver better tax-exempt income flexibility than one-size-fits-all muni bond ETFs, including longer-term yield opportunities and tax swapping. Second, a crucial retirement planning check: new 401(k) catch-up contribution rules may require higher earners over 50 to route catch-up dollars into Roth after-tax accounts, so it’s worth verifying your pay stub and plan settings now. If this helped you think more clearly about bonds, AI stocks, or your 401(k), subscribe, share the show with a friend, and leave a review.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern
June 20, 2026 | Season 8 | Episode 20
One oil chokepoint can shake the entire tape, and this morning’s market setup makes that painfully clear. We start with the Strait of Hormuz and the high-stakes back-and-forth between the US, Iran, and regional players, then translate the geopolitics into the language investors care about: crude oil pricing, energy volatility, inflation expectations, and how quickly sentiment can flip in futures and equities.
We dig into the “safe passage” dispute inside the US–Iran memorandum of understanding, where a single phrase can be read as freedom of navigation or as a claim of sovereign control. That legal gray zone helps explain why tanker harassment, drone strikes, and sudden pauses in hostilities can all occur with the ink barely dry. We also layer in the Lebanon and Hezbollah angle and the tightrope Washington walks in supporting Israel while trying to keep a fragile deal from blowing up.
Then we zoom out and do something most market commentary skips: we look backward to move forward. The 1980s personal computer and spreadsheet boom rewired Wall Street dealmaking, and the echoes are loud in today’s AI revolution. From hedge funds using large language models to parse global central bank speeches, to the open question of whether AI creates productivity or reduces headcount, we frame what “disruption” can actually look like in real markets.
We close with investable themes: drone warfare upending defense economics, Micron’s effort to reshape the memory cycle amid AI demand, Alphabet’s dip and valuation debate, and high-yield income ideas across bonds, dividend ETFs, and mortgage-backed securities. If you found this helpful, subscribe, share the show with a friend, and leave a review so more investors can find us.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
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June 22, 2026 | Season 8 | Episode 19
We connect the SpaceX IPO frenzy to 200+ years of US market history, from the first bank offerings to the moment the NYSE is born after America’s first crash and bailout. We also break down what actually moves newly public stocks, then zoom out to the Fed, inflation, and where stability can still be found.
• SpaceX’s record-setting IPO and what the early price surge signals
• Why IPO history matters for modern investing decisions
• The 1792 scrip bubble, William Duer’s scheme, and the first US bailout
• How the Buttonwood Agreement leads to the New York Stock Exchange
• Float versus shares outstanding and why supply drives price
• Options activity, call-heavy flow, and how hedging can push prices
• ETFs and index inclusion as forced buyers in the market
• Staggered lockups and why unlock dates can pressure a stock
• Fed policy expectations under Chair Warsh and why communication changes volatility
• Dividend Kings, dividend growth, and what long-lived payout records do and do not guarantee
• The bullish case for General Motors driven by free cash flow and buybacks
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
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June 8, 2026 | Season 8 | Episode 18
A single data point can flip the entire market narrative and Friday’s action proved it. We wake up to a rebound after a brutal Nasdaq drop, then zoom out to the real driver: a surprisingly hot May payrolls report that makes “no rate cuts” feel more plausible, even as Wall Street keeps trying to price a friendlier Federal Reserve path. We walk through what higher-for-longer yields mean for valuations, why global moves in the UK, Europe, and Japan matter for US rates and the dollar, and how that pressure lands hardest on the most crowded parts of the AI and chip-stock trade.
From there, we dig into a more mechanical force that many investors overlook: supply. When mega companies raise equity and monster IPOs hit the calendar, portfolio managers often have to sell something else to participate. SpaceX’s IPO is the headline, but the bigger takeaway is how fast major indexes and ETFs may be forced to buy it, potentially giving you exposure through funds like VTI and QQQ whether you opt in or not. We also flag the warning signs that show up when speculation spreads, including small cap and micro cap bursts that can rhyme with past bubble periods.
Then we layer in the catalysts that can reset expectations again, including CPI and PPI, earnings signals for AI data center demand, and geopolitics in the Middle East pushing oil prices and inflation fears higher. We close with the longer arc: reserve-currency confidence, foreign flows that shift away from Treasuries while staying in US equities, and why gold keeps showing up in the conversation. If this breakdown helps, subscribe, share it with a friend who watches markets, and leave a review. What do you think is the biggest risk from here: rates, liquidity, or geopolitics?
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
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June 1, 2026 | Season 8 | Episode 17
AI is moving faster than most of us can comfortably process, and markets are pricing that speed in real time. We take a sober look at the artificial intelligence boom, the surge in chip stocks, and what happens when portfolios quietly tilt too far toward one story. Along the way, we anchor the excitement to something investors can actually use: historical perspective, market structure, and practical asset allocation decisions.
We rewind a full century to the Roaring 1920s and the wave of disruption from cars, mass electrification, and radio. The lesson isn’t that change is painless, it’s that new technology tends to build entire ecosystems of jobs, businesses, and productivity, even while it wipes out older industries. That same push-pull is showing up today as AI tools rewrite workflows, data centers scale up, and regulators scramble to catch up.
Then we zoom back into the present: why market leadership rotates, how narrow market breadth can be a warning sign, and why IPO hype can distort fundamentals. We dig into bubble talk with SpaceX-style valuation math, track key headlines around NVIDIA’s push toward the AI PC, and highlight an “AI adjacent” opportunity in energy through SLB’s digital strategy and its partnership with NVIDIA. We close with a global reality check: the UK bond market and rising gilt yields as a reminder that debt, confidence, and politics can move interest rates fast.
If you want clearer thinking in noisy markets, listen now, then subscribe, share the show with a friend, and leave a review so more investors can find it.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
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May 26, 2026 | Season 8 | Episode 16
SpaceX is finally nearing the public markets and the hype is already loud, but we’re not treating it like a fairy tale. We walk through what a SpaceX IPO could look like at an enormous valuation, why mega IPOs often behave differently than classic “ground floor” listings, and what history says about first-day pops versus the next three years. We also dig into the mechanics that can move the stock after the opening bell, including lockup expirations, insider supply, and the buying pressure that can come later when major indexes and index funds need to add shares.
From there, we widen the lens to the daily drivers behind today’s tape: Middle East negotiations, oil sliding, Treasury yields easing, and why that combination can lift equity futures even when the geopolitical backdrop feels unstable. We preview key US economic releases like consumer confidence and the PCE inflation report, and we talk about how inflation expectations and deficits feed into the bond market and, ultimately, stock valuations.
If bonds still make you uneasy after 2022, we offer a clearer way to think about risk now that starting yields are higher. We cover practical ideas like shorter-term bonds, preferred stocks, and TIPS, then discuss higher-yield options like business development companies (BDCs) with a frank look at the tradeoffs. We also share why Japan is back on the radar for global investors and wrap with a quick scan of a few “unloved” US stocks outside big tech.
Subscribe on Apple Podcasts or Spotify, share this with a friend who’s watching SpaceX, and leave a review telling us: are you buying day one or waiting for volatility to settle?
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
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May 11, 2026 | Season 8 | Episode 15
Oil is back near the center of everything, and it’s forcing investors to hold two ideas at once: geopolitical risk is rising while U.S. stocks keep notching record highs. We walk through the morning’s market setup, from strong earnings and nonstop AI demand to the way higher crude can sneak into inflation expectations, bond yields, and Fed decision-making.
Then we go backward to go forward. John D. Rockefeller is often remembered as a monopolist, but the more useful investing lesson is how he built a system: rigorous bookkeeping, manufacturing-like refinery discipline, relentless waste reduction, and a supply chain he controlled end to end. That mindset helps us ask a better question about any company we own or want to own: what’s the durable process advantage that competitors can’t easily copy?
From there we hit the week’s biggest narratives: Barron’s bullish case for the S&P 500 moving toward 8,000, the post-Spirit Airlines reality that “ultra-cheap” airfare is fading, and why Delta and United increasingly look like loyalty and credit card businesses that happen to operate airplanes. We also cover Moderna’s pop on hantavirus headlines, what to look for in private credit through Ares Capital’s portfolio choices and payment-in-kind income, and what a Kevin Warsh-led Federal Reserve could signal on rates, the balance sheet, and a steeper yield curve.
If this helped you think more clearly about markets, share it with a friend, subscribe, and leave a review so more investors can find the show.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
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May 4, 2026 | Season 8 | Episode 14
The market is trying to do two hard things at once: price a flood of earnings season signals while also digesting real geopolitical risk in the Middle East. We start by zooming out on what actually moves portfolios when tensions rise between the United States and Iran, especially with the Straits of Hormuz sitting at the center of global energy flows. My north star for making sense of it is simple: incentives drive outcomes, and history leaves clues if we’re willing to look at it honestly.
From nuclear deterrence to sanctions to uneasy alliances, we walk through why the Iran nuclear question is so hard to “solve” and why other countries are watching closely. That sets up a forward-looking investing conversation about the industries and technologies that may grow if proliferation pressures increase, and how investors can think about risk without getting trapped in the day’s headlines.
Then we pivot to the economic knock-on effects you can measure: oil prices, energy insecurity, and the global push for energy independence. We talk about electric vehicles gaining traction well beyond the US, why China’s dominance in EV and solar components matters, and we highlight renewable energy stocks discussed in Barron’s, including Iberdrola, Enel, and Brookfield Renewable. We also hit the tape: the S&P 500’s strong April, the “sell in May” debate, a low VIX and complacency risk, Rick Rieder’s bullish AI productivity thesis, Bill Ackman’s PSUS IPO drop, and Alphabet earnings with Google Cloud profitability improvements.
Subscribe for more market and investing analysis, share this with a friend who follows geopolitics and stocks, and leave a review with the one theme you think will matter most next: AI, energy, or security.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
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April 27, 2026 | Season 8 | Episode 13
The world can hand you the strongest leverage and still punish you for using it. We open with the latest shocks out of Washington and then zoom out to the bigger question driving the morning: what happens when the U.S. holds overwhelming power in the U.S.-Iran conflict, but the real cost of escalation makes that power expensive to deploy? That gap between “having the cards” and “playing the cards” becomes the lens for everything that follows, from diplomacy to decision-making under pressure.
We connect the geopolitics to negotiation reality, including why risk tolerance can be its own weapon and why the side willing to go further can bend outcomes. To make it concrete, we tie the same logic to corporate deal dynamics, then trace historical parallels where superior force struggled against resilience and political constraints. We also explain why any new Iran nuclear agreement is complicated by the shadow of the 2015 JCPOA and the domestic politics of accepting a deal that looks familiar.
Then we bring it home to financial markets and investing. We discuss why stocks can churn higher even as oil prices react and Middle East headlines keep coming, why AI stocks and semiconductor stocks are acting like the market’s anchor, and why consumer sentiment matters for companies tied to household spending. We preview a packed earnings season and central bank week, including the Federal Reserve decision and the PCE inflation print, and we share what professional investors are rotating into, from energy to small caps to international stocks. We close with a focused look at Berkshire Hathaway’s valuation debate after the Buffett premium fades.
If you found this useful, follow the show, share it with someone who tracks markets, and leave a quick review. What’s the single biggest risk you’re watching right now?
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
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April 20, 2026 | Season 8 |Episode 12
Oil is ripping higher, the Strait of Hormuz is back in the headlines, and markets are doing what they always do during geopolitical stress: swinging between fear and relief. We step back from the noise and focus on the skill that actually improves results over time, thinking forward. If you build your decisions around what’s happening today, you’ll feel constantly behind; if you train yourself to look six to thirty-six months out, you start acting more like the market itself.
We use financial history as a practical tool, drawing on ideas highlighted from historian Joseph S. Moore’s How to Get Rich in American History. The point is not nostalgia, it’s context: debtor’s prison shaped risk in the early 1800s, repeated banking panics punished complacency before the Fed, and 1970s inflation rewired how a generation thinks about stocks, bonds, and oil. That long view helps us spot recency bias in our own assumptions, including the belief that stocks “always” work and that what felt safe in the last few decades will remain safe forever. We also dig into how returns have shifted from dividend-heavy investing toward price appreciation and what that does to valuation and expectations.
From there, we connect the macro to the personal. One of the most uncomfortable takeaways is that a huge wealth driver can be household stability, including who you marry and your ability to stay married, because daily money behavior can overwhelm even a great portfolio. We close by hitting the week ahead: earnings season, AI spending scrutiny, inflation and interest rates, and a noteworthy Barron’s-style bullish case on Intel’s turnaround and partnerships, with a reminder that volatility demands a plan.
If you found this useful, subscribe, share it with a friend who’s stuck in headline mode, and leave a review with the one market story you want us to break down next.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
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April 13, 2026 | Season 8 | Episode 11
Oil jumps above $100, peace talks falter, and markets try to price a world where geopolitical risk refuses to stay contained. We walk through what’s moving stocks, bonds, and commodities right now and why “waiting for the all clear sign” can be a costly investing habit. We also drop a timely reminder on tax season deadlines and last-chance retirement contributions, because real-life money decisions don’t pause when headlines get loud.
Then we zoom out and ask a bigger question: have we seen this movie before? The 1956 Suez Crisis delivers an uncanny rhyme with today’s oil chokepoints and alliance friction, and it highlights something investors often overlook: staying invested matters, but where you invest matters too when power and productivity shift. We break down how US leverage helped reshape the postwar order, and what that kind of hinge-point can mean for long-term portfolio strategy and global diversification.
From there we come back to the market tape: inflation heat, higher Treasury yields, early earnings results, and the hope that tech and AI-driven growth can offset a negative news cycle. We also hit a few standout themes from Barron’s, including Elon Musk’s “convergence” idea around SpaceX, Starlink, Tesla, and AI infrastructure, before pivoting to an unglamorous but durable corner of the market with railroads like Canadian Pacific Kansas City. We close with the elephant in the room, the US deficit, rising debt projections, and policy scenarios investors quietly debate, from debt swaps to financial repression.
If you found this useful, follow the show, share it with a friend who watches markets closely, and leave a review so more listeners can find us.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
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April 6, 2026 | Season 8 | Episode 10
Oil is hovering near $110, ceasefire rumors are colliding with strike reports, and markets are trying to price the unpriceable in real time. We sit down to sort signal from noise and connect geopolitics in the Middle East to the practical question every investor is asking: what changes next for inflation, interest rates, and portfolio risk?
We walk through two big strategic lessons that nations tend to learn during conflict. The first is the uncomfortable incentive created around nuclear capability and deterrence. The second is the push for self-reliance: energy independence, control of rare earth minerals, and reshoring critical manufacturing like semiconductors and chip technology. Those themes are not abstract policy debates, they show up in sectors, supply chains, and long-term capital spending that can reshape markets for years.
Then we zoom in on the data investors trade on: a stronger-than-expected U.S. jobs report, cooling wage growth, and the ongoing reality that healthcare hiring is a core engine of the economy. From there, we dig into stock valuation the way professionals do, including why price-to-earnings can look calmer while free cash flow tells a different story when AI and data center capex surges. We also explore consumer “wealth effect” risk, federal deficit spending as a tailwind that may not last forever, and why even a place like Las Vegas is trying to reinvent itself from casino floors to tech, logistics, and healthcare.
If you care about investing, market volatility, geopolitical risk, energy security, and how to think several steps ahead, this conversation is built for you. Subscribe, share with a friend who follows markets closely, and leave a review with the one theme you think will matter most over the next year.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
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March 30, 2306 | Season 8 | Episode 9
Oil shocks don’t stay in the oil market. They leak into inflation, interest rates, earnings expectations, and then straight into your portfolio. We open with the late-quarter pullback that has stocks down meaningfully year to date, and we explain why the Middle East conflict and the Strait of Hormuz matter even for investors who never touch an energy stock. When crude hovers around $100, the question is not just “will prices rise,” it’s “what breaks if they do.”
We zoom out to the policy choices that shaped the modern energy map, including America’s mid-century dominance in oil and the Mandatory Oil Import Program that helped set the stage for OPEC. That history gives us a clearer lens on today’s push for energy independence, especially across Europe, India, China, and Japan, and why the scramble can accelerate renewables, LNG build-outs, and electric vehicles. We also talk through an uncomfortable but real geopolitical takeaway: nuclear deterrence incentives may be changing after the lessons of Ukraine, Iran, Libya, and North Korea, and that shift can influence long-run global stability and inflation expectations.
From there, we bring it back to markets and decision-making. We break down why higher energy prices can be both inflationary and growth-slowing, how that shows up in Treasury yields, and what we’re watching in S&P 500 levels and volatility. We also cover private credit risks and why markdowns can be painful without necessarily becoming a 2008-style systemic event, then pivot to opportunities and watchlists in tech as AI spending pressures short-term free cash flow while enabling new enterprise software winners. We wrap with a contrarian value look at UPS and what could make the turnaround real.
If this helped you think more clearly about oil, inflation, and the 2026 market outlook, subscribe on Apple Podcasts or Spotify, share the show with a friend, and leave a review so more investors can find it.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern
March 23, 2026 | Season 8 | Episode 8
One Middle East headline can knock Dow futures down hundreds of points, and the next can launch a rally just as fast. That kind of market volatility is exhausting, but it’s also a test of whether we’re investing with a plan or just reacting to the news.
We walk through what the early-morning whipsaw in stocks, oil, and Treasury yields reveals about geopolitical risk and portfolio management. Then we get practical about investing psychology: how fear and greed show up as panic, euphoria, and the expensive urge to “do something.” We lean on ideas from James Clear’s Atomic Habits to focus on daily patterns that create clear thinking, and we share simple tools that keep us grounded when the media cycle is trying to hijack our attention.
From there, we connect the dots to the bigger macro picture: inflation pressure from higher energy prices, shifting expectations for Federal Reserve rate cuts, and why input costs like the producer price index can matter before consumers feel it. We also touch on a less obvious driver of inflation and growth, the artificial intelligence buildout and rising chip and component prices, plus why gold can behave in surprising ways when rates move.
Finally, we zoom out with history, comparing modern trade tensions and conflict to the Napoleonic era and the long-tail consequences that still shape today’s world, including Iran’s memory of humiliating treaties and why that matters for current sentiment.
Subscribe, share this with a friend who’s stressed by the markets, and leave a review so more people can find the show. What’s the one habit that helps you stay calm when headlines hit?
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern
March 16, 2026 | Season 8 | Episode 7
We track how the Strait of Hormuz turns geography into leverage, pushing oil prices toward the level that can rattle inflation, rates, and stocks. We also connect war-driven energy shocks to the Fed’s next decision and then pivot to why Microsoft and Nvidia may look mispriced despite nonstop AI headlines.
• geography as the constraint technology cannot erase
• the Strait of Hormuz as a live chokepoint for oil prices
• how Iran can use shipping disruption as strategic leverage
• World War I Dardanelles and Gallipoli as modern parallels
• the English Channel lesson and why narrow waterways shape war
• China’s Malacca Dilemma and Taiwan-related energy vulnerability
• oil’s link to inflation expectations and Treasury yields
• deficit and debt-servicing risk as a secondary market shock
• key war headlines including escorts and regional spillovers
• the week ahead for the Federal Reserve and market pricing
• why market narratives fail with Bitcoin and clean energy moves
• the valuation case for Microsoft via Azure, OpenAI, and Copilot
• what to watch at Nvidia GTC including inferencing and supply
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern
March 9, 2026 | Season 8 | Episode 6
We map how the Iran conflict is pushing oil above $100 and why that single move can hit everything from stock futures to the AI trade. We also use history to stress-test scenarios, then close with concrete portfolio and retirement-tax tactics for staying steady in a volatile tape.
• pre-market snapshot of equities, oil, and Treasury yields
• using volatility as a portfolio gut check and risk-tolerance test
• why the Strait of Hormuz matters to global oil prices
• oil market inelastic demand and the marginal barrel setting prices
• what 1973, 1990, and 2022 suggest about post-spike returns
• two scenario framework for conflict duration and market impact
• Iran’s modern history from Qajar rule to the 1953 coup to 1979
• how higher energy prices flow into AI data centers and capex decisions
• key headlines on strategic reserves, inflation data, and policy risk
• RMD planning, qualified charitable distributions, and asset location basics
For more information, please visit our website at www.heroldlantern.com.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
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March 2, 2026 | Season 8 | Episode 5
We track a fast-moving conflict in Iran, explain how oil shocks and safe-haven flows hit stocks and bonds, and place the turmoil in a century-spanning Middle East context. Then we shift to earnings, jobs data, AI’s pressure on software, utilities’ power surge, airlines, and income strategies.
• war escalation and immediate market impact
• oil spike, gold strength, dollar bid
• 10‑year yield dynamics and inflation risk
• historical arc from 19th century empires to a reordered Middle East
• OPEC supply signals and shipping insurance stress
• earnings slate and February jobs setup
• AI demand for power and utility growth cases
• airline valuation debate amid travel uncertainty
• rethinking 60/40 with annuities and global equities
Subscribe on Apple Podcasts and Spotify, and visit www.heroldlantern.com
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern
February 17, 2026 | Season 8 | Episode 4
We trace how AI fear is hitting tech, why foreign markets are gaining on a weaker dollar, and how history—Greenland negotiations and central bank fights—frames today’s headlines. We add actionable ideas in dividend ETFs, Stellantis, and EXOR, and explain Medicare’s AI pilot.
• AI disruption risk versus productivity upside
• dollar trends and global equity flows
• Greenland as a strategic bargaining chip
• Hamilton to Jackson and the bank wars
• Panic of 1837 as policy cautionary tale
• futures, earnings, and AI supply chain pressure
• dividend ETF options with international tilt
• Stellantis valuation, risks, and catalysts
• EXOR’s NAV discount and Ferrari exposure
• GDP drivers: productivity and population
• Medicare’s AI prior authorization pilot scope
Thank you for listening to Mr. Keith Lantern
This podcast is available on most platforms, including Apple Podcasts and Spotify
For more information, please visit our website at www.heroldlantern.com
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern
January 26, 2026 | Season 8 | Episode 3
We track a fast-moving market where gold and silver surge as currencies wobble, deficits widen, and geopolitical shocks stack up. We connect today’s macro stress to Gilded Age echoes and end with a practical take on AI agents reshaping cybersecurity risk and opportunity.
• debasement trade lifting gold, silver, and other commodities
• dollar, yen, and euro weakness alongside EM currency strength
• shutdown risk and tariff threats tilting confidence
• Japan’s fiscal push echoing Truss-era bond volatility
• equities’ upside versus bonds’ debasement drag
• Davos signals and US–Europe friction on trade and security
• Gilded Age parallels in tech disruption and inequality
• silver’s industrial demand, supply constraints, and volatility
• earnings calendar and FOMC watch for forward guidance
• identity-first cybersecurity in an agent-driven world
For more information, please visit our website at www.heroldlantern.com
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern
January 20, 2026 | Season 8 | Episode 2
Markets wake to a sharper geopolitical edge as U.S.–Europe tensions rise over Greenland and investors rethink traditional havens. We connect policy moves to asset flows, then share specific stock ideas across payments, biotech, coffee, and energy gear.
• Postwar order under strain and shifting spheres of influence
• Dollar and Treasuries lose some haven appeal amid deficits
• Rotation toward gold, silver, copper, and real estate
• Europe’s remilitarisation risk and tariff escalation paths
• Iran’s protests tied to currency collapse and food inflation
• Japan’s long yields jump and global rate knock-ons
• Market tape: futures slide, banks and megacaps under pressure
• NYSE explores 24/7 tokenized securities trading
• Stock ideas: Shift4 Payments, biotech acquisition targets, Starbucks turnaround
• Energy services pick: Cactus and FlexSteel international opportunity
This podcast is available on most platforms, including Apple Podcasts and Spotify. For more information, please visit our website at www.heroldlantern.com
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern
January 5, 2026 | Season 8 | Episode 1
We unpack the shock capture of Nicolás Maduro, why refiners rallied on heavy crude math, and how history’s forgotten shocks can sharpen today’s market judgment. Then we map 2025’s finish, 2026 scenarios, and concrete income ideas that balance risk and yield.
• geopolitical signal from Maduro capture and market reaction
• refinery advantage from Venezuelan heavy crude
• currency and bond moves across Latin America
• lessons from Panama and Black Tom for risk perception
• 2025 performance recap and 2026 return scenarios
• futures, commodities, gold and volatility read
• macro calendar: ISM, JOLTS, payrolls, sentiment
• Venezuela reserves and oil price paths near and long term
• energy positioning: refiners, services, midstream
• Charles Schwab’s pivot, earnings drivers and growth lanes
• income strategies: dividend ETFs, pipelines, REITs, BDCs, bonds
For more information, please visit our website at www.heroldlantern.com
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern
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 buildout surge fueled by accelerated depreciation
• Oil’s drop easing costs and supporting margins
• Wealth effect and democratized access driving flows
• Bonds’ weak real returns pushing investors into equities
• Risks from rates above 4.25% and geopolitics
• Barron’s angle on quality stocks and FCF ETFs
• Salesforce as an AI-enabled operator, not a victim
• Commodities review with copper’s 2026 bull case
This podcast is available on most platforms, including Apple Podcasts and Spotify
For more information, please visit our website at www.heroldlantern.com
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern
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 by gold
• Upcoming GDP, durable goods, and confidence data
• Earnings growth scenarios tied to stable policy and margins
• HBM-driven memory shortages and downstream effects
• Prediction markets inside trading apps and data value
• Robotaxis now, Tesla versus Waymo, and adoption questions
This podcast is available on most platforms, including Apple Podcasts and Spotify. For more information, please visit our website at www.heroldlantern.com
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern
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 institutional strain
• year-end tax tactics to avoid income cliffs and Medicare IRMAA
• Fed rate cut, T-bill purchases, and a steeper yield curve
• bubble watch shifting from public IPOs to private credit and AI builds
• economic calendar preview for jobs, retail sales, and CPI
• Barron’s 2026 outlook and ten stock ideas across sectors
• rotations toward financials, industrials, healthcare, and small caps
• Disney, Amazon, and Visa value cases amid AI adoption
• quantum exposure through IBM with downside protection
This podcast is available on most platforms, including Apple Podcasts and Spotify. For more information, please visit our website at www.heroldlantern.com
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern
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 pricing
• U.S. advantages in capital access, education and innovation
• Market setup into the FOMC and earnings week
• Retiree tax planning: RMD timing, QCDs, medical deductions
• Weyerhaeuser asset value versus depressed earnings
• Apple’s measured AI path, privacy focus and partnerships
This podcast is available on most platforms, including Apple Podcasts and Spotify
For more information, please visit our website at www.heroldlantern.com
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern
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 strength stirred the macro mix.
We unpack why December often favors equities—tax-loss selling fades, window dressing appears, and holiday sentiment lifts risk—and where that seasonality can mislead. From there, we map the rotation: NVIDIA demand remains intense, but investors began pricing credible competition and diversified AI exposure through Alphabet’s platforms. On the company front, we break down Barron’s bullish case for Alphabet’s monetization runway across Search, YouTube, Cloud, and devices, then pivot to Amazon’s staggering capex engine. Three-hour delivery in select cities, expanding same-day reach in rural areas, one million robots, and AI tools like Rufus demonstrate how logistics, software, and ads compound into conversion and cash flow—especially if capex normalizes after the buildout.
No AI story is complete without power. That’s why we explore Dominion Energy’s setup as data-center demand reshapes the utility outlook in Virginia, even as offshore wind risks ease and load growth accelerates. Finally, we translate looming 2025–2026 tax changes into action: Roth-only catch-up contributions for higher earners, updated deductions, and planning choices that can lift after-tax returns. The throughline is clarity—identify real leadership shifts, connect them to the physical infrastructure beneath them, and align with a tax framework that supports your goals. If this helped you think sharper about year-end moves, subscribe, share with a friend, and leave a quick review—what rotation are you positioning for next?
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern
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 with red screens, you’re not alone.
We also bring a different compass to the chaos: Warren Buffett’s nonfinancial playbook. Kindness, integrity, patience, and independent thinking aren’t just virtues—they’re risk tools. We translate those principles into practical investing habits: making a virtue of inaction when noise is loud, protecting reputation through process, and keeping enough liquidity to avoid being “dependent on the kindness of strangers.” That mindset frames how to navigate volatile sessions without chasing every tick.
From there, we widen the lens beyond the Fed to the Bank of Japan, explaining how years of ultra-low Japanese rates powered global carry trades and why even a modest shift can ripple through tech, private equity, and risk assets worldwide. We track sector and single-name movers, from Alphabet’s Gemini momentum to healthcare rotation, and spotlight where selective value may be hiding: European equities still early in a potential rerating, Disney’s bold cruise strategy aimed at margin-rich experiences, and Bristol Myers’ blend of low multiple, sturdy dividend yield, and evolving product mix.
If you want a grounded read on liquidity, sentiment, and where patience can still pay, this conversation is your roadmap. Subscribe, share with a friend who’s watching futures at dawn, and leave a review to tell us where you’re finding opportunity—or what’s keeping you on the sidelines.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern
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 price declines, soft wages, and pressure on multinationals, the ripple effects are reaching U.S. margins and global pricing power. We break down why zombie firms appear when prices fall faster than costs and what a real Chinese stimulus—monetary or fiscal—would mean for cyclicals, luxury, autos, and U.S. brands tied to Chinese demand.
On the home front, the AI buildout is massive, but so is the debt financing it. We connect the dots between data-center capex, falling hardware costs over time, and the unforgiving math of credit. Equity investors can spread bets; bond investors cannot. With credit default swaps flashing caution and the Fed signaling less certainty on cuts, balance sheets, cash generation, and pricing power move to the top of the checklist. We share practical steps: tiered cash buffers, laddered fixed income, disciplined rebalancing, and a focus on businesses that earn their keep at higher discount rates.
We also zoom out to your “life portfolio,” including the rise of concierge medicine. It won’t guarantee longevity, but it can improve access and coordination—now with limited HSA support. The real lesson is integration: healthcare, liquidity, and goals belong in the same plan as your asset allocation. Finish with a punch list for 2026: update goals, retest risk tolerance, stress test for higher-for-longer rates and China-driven disinflation, and trim exposures that only work if everything goes right.
If this helped sharpen your playbook, subscribe, share with a friend who’s planning year-end moves, and leave a quick review with one takeaway you’re acting on next.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern
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 about duration, equity risk, and liquidity.
From there, we zoom out to learn from real-world disasters. Historian Edward Tenner’s framework—pre‑peak complacency, post‑event overcorrection—maps eerily well to investing. The Hindenburg’s smoking lounge, the Titanic’s lifeboat fix causing the SS Eastland capsize, Tenerife’s time pressure rules, and post‑1993 elevator lockouts all show how safety drifts when conditions feel calm and how good intentions can magnify harm. We use that lens to interrogate the Magnificent Seven’s dominance. Yes, today’s megacaps trade at lower premiums than the Nifty Fifty did and are growing faster, but index mechanics matter: when passive inflows dwarf active, every dollar passively poured into the S&P 500 mechanically bids the same seven names. A true unwind likely needs two hits at once—slower megacap growth and shrinking equity flows.
We also tackle what’s changing under the surface: AI’s uneven impact on the labor market, strong aggregate earnings beats masking dispersion, and a surprising comeback for 60/40 portfolios as Treasuries finally pay investors to wait. On the single‑name front, Boeing’s path from crisis toward credibility highlights how leadership, culture, and execution can rebuild an investment case, with free cash flow and certification milestones as the right markers.
Finally, we lift the hood on the bond market’s quiet power. Treasury issuance choices can move long rates without a single Fed headline—tilting toward bills lowers term supply and can compress the 10‑year—while increasing rollover risk. And a new buyer cohort is here: stablecoin issuers now own a meaningful slice of T‑bills, potentially tightening the front end as crypto demand grows. Put together, this is a field guide to concentration risk, policy shocks, and portfolio resilience. If you value clear thinking over hot takes, hit play, subscribe, and tell us: where do you see the hidden weak link today?
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern
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 better choices now, we rewind 100 years. The data is striking: technology slashed time spent on chores from dozens of hours a week to a fraction, reassigning that time to work, leisure, and child development. The lesson for AI is practical, not hype—breakthrough tools shift our attention from maintenance to leverage. We extend that thinking to health with surprising research on stair climbing for seniors: small bursts, big payoffs. The same principle powers good investing habits—systematic, repeatable moves that compound.
From there, we zoom in on what’s moving tape. Earnings breadth improved beyond the megacaps, with blue chips posting solid results and consensus EPS tracking near 9% growth. Semis bounce on tariff thaw talk, gold softens on risk appetite, and oil reacts to sanctions headlines. We take a sober look at valuations around 22x forward and what it means for risk management into Big Tech results from Microsoft, Meta, Alphabet, Amazon, and Apple.
Most investors still overlook the big story: international markets leading the scoreboard. Korea, Vietnam, Greece, and others have outpaced U.S. indices this year, often with correlations below one. We show how adding global exposure can both raise expected returns and smooth volatility. We also spotlight a few ideas: Progressive’s data-driven edge and special dividends in auto insurance, Expand Energy’s LNG-adjacent scale and merger synergies in natural gas, and Pimco’s multi-sector bond ETF as a flexible tool for carry and credit dislocations.
If you’re recalibrating before year-end, this conversation helps you tune the mix: align risk to goals, diversify beyond the U.S., and convert time saved by technology into better portfolio decisions. Enjoy the episode, and if it helps clarify your next move, follow the show, share it with a friend, and leave a quick review so others can find us.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
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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 that many index investors are taking a bigger tech bet than they realize.
From there, we get practical. If you’re approaching retirement, sequence risk is the shark you can’t see. We lay out a simple plan to sleep better: calculate your net annual withdrawal need and hold roughly ten years of it in short-term and intermediate high-quality bonds. That reserve lets you ride out drawdowns without selling stocks at the worst time. We also cover liquidity tactics for illiquid portfolios—think HELOCs as a safety valve—plus how to audit a household budget after 60 and why Social Security deferral can be the highest-return decision you make, with survivor benefits that can extend the upside for a spouse.
We widen the lens with timely market currents: trade negotiations with China, a key CPI release, PMI updates, and a dense earnings week that can sway sentiment. Gold’s powerful breakout takes center stage as central bank buying, softer real yields, and currency diversification fuel new highs, while we caution against treating any hedge as a hero. For balance, we spotlight a defensive equity idea: staples like Colgate, with global brands, entrenched distribution, and steady dividends, as a counterweight to an AI-driven market. The throughline is resilience—diversify beyond mega-cap tech, reintroduce international exposure and equal-weight strategies, fund a decade of withdrawals safely, and protect your ability to choose patience over panic.
Enjoy the show, then take a moment to review your allocations, cash buffers, and income timing. If this helped, follow, share with a friend who’s rethinking risk, and leave a quick review so more investors can find us.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern
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 consumer goods. Then the tone shifts, rhetoric cools, and futures bounce. The message for investors is clear: supply chains, semiconductors, and shipping are now front-line macro variables.
We unpack why rare earth policy matters far beyond magnets and defense: even small content thresholds can trap complex products, complicating compliance across autos, EVs, and AI hardware. China’s latest export data show a strategic reorientation—declines to the U.S. offset by gains to Africa, the EU, and Southeast Asia—reducing susceptibility to a single-market squeeze. Add a U.S. government shutdown, questions over federal pay, and earnings season on deck, and you have a fragile tape where headlines steer intraday momentum.
Flight-to-safety behavior is back. Gold extends its rally as global wealth questions fiscal discipline and sovereign risk, while silver spikes on a thin-market squeeze and policy speculation. We dig into credit, where stress finally surfaced: alleged collateral issues, subprime auto weakness, and a rethink on private credit’s liquidity push BDC yields into double digits and discounts to NAV wider. That sets the stage for selective opportunity—first-lien exposure with disciplined underwriting—while reminding us that leverage and fees can cut both ways.
On the equity side, we highlight AI infrastructure as a resilient theme, with server demand supporting names tied to custom chips and data center buildouts. Valuations outside the megacap cohort remain compelling, but execution depends on mineral access, shipping costs, and export approvals. We close with practical takeaways: keep cash optionality, diversify supply risk, size gold positions thoughtfully, and be choosy in high yield and BDCs. If this helped you navigate a volatile week, follow the show, share it with a friend who watches the tape, and leave a quick review to tell us what you want covered next.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
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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 mega-caps feels inevitable, and how stablecoins grease real-world payments while broader crypto still fights for purpose.
Taxes take center stage as we translate the “big beautiful bill” into practical moves. Corporate rates anchored at 21% change capital allocation math, pass-through deductions remain powerful for qualifying owners, and estate and gift exemptions near $14M per individual materially alter lifetime and legacy planning. We dive into the enduring step-up in basis, refreshed SALT relief under income thresholds, and AMT tweaks—then outline concrete year-end ideas: maximizing qualified plan contributions, tax-loss harvesting to offset gains, and smart charitable giving with appreciated assets.
Momentum stories are back too. A regional-bank merger hints at a broader M&A thaw, AMD’s developing partnership with OpenAI adds new energy to the GPU race, and healthcare pops on a less-punitive-than-feared drug pricing path. Abroad, Japan’s dovish surprise sinks the yen while France’s political shock widens spreads—together reinforcing a “debasement trade” mindset where investors favor stores of value: quality equities with pricing power, hard assets, and, for some, gold or Bitcoin. We close with an under-the-radar income idea: cold storage REITs trading at discounts to replacement cost, investing in automation, and paying you to wait for catalysts.
If you find this useful, follow the show, share it with a friend who cares about markets and taxes, and leave a quick review—what topic should we tackle next?
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
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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 economic data could muddy rate expectations, and why operational friction matters to both bonds and equities.
The heart of the episode digs into a defining 2025 dynamic: U.S. stocks up while the U.S. dollar slips. For domestic investors that’s a win; for overseas investors it’s a math problem. We explain how currency drag pushes global capital toward growth assets—AI leaders, cloud platforms, and dominant tech franchises—where credible upside can outrun FX headwinds. Then we stage a fair debate on the dollar’s next act, balancing inflation-from-tariffs, debt concerns, and governance noise against the greenback’s haven appeal in a fragmented world. The conclusion isn’t a hot take—it’s a process: align allocations with real risk tolerance, assume your macro call might be wrong, and rebalance on schedule.
We also cover near-term catalysts that could bend the tape: tariff proposals touching pharmaceuticals and the knock-on risks for generics, OPEC+ production signals, shifting trade asks across Asia, and a handful of stock-specific moves from gaming to semis and software. Finally, we spotlight healthcare as a long-ignored corner worth a second look—where late-stage pipelines and selective names may offer asymmetry even if the broader sector lags.
If this kind of clear, no-drama market roadmap helps you navigate the noise, follow the show, share it with a friend, and leave a quick review. Your feedback helps us bring sharper insights to your feed every week.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
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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 variable rates tied to indices like the prime rate typically follow Fed movements—benefiting credit card holders and those with floating mortgages—we're seeing the 10-year Treasury yield unexpectedly rebound from 4% to 4.14%. This movement reflects underlying concerns about economic strength and inflation persistence that could temper the pace of future rate cuts.
Looking deeper at the Federal Open Market Committee vote patterns reveals greater consensus than anticipated for the moderate approach. Even officials expected to advocate for more aggressive cuts aligned with Chairman Powell's measured stance. Meanwhile, the Fed's "dot plot" projections indicate another potential quarter to half-point cut before year-end, though with notably less consensus than markets had hoped for—creating uncertainty that's now reflected in equity valuations.
Beyond interest rates, we're witnessing fascinating shifts across asset classes. Gold has surged to new highs while cryptocurrencies have declined significantly, challenging narratives about modern inflation hedges. Perhaps most remarkably, Microsoft recently issued 10-year bonds at 3.625%—significantly below comparable Treasury yields—suggesting investors may be growing more concerned about U.S. government debt levels than well-rated corporate debt.
For your portfolio strategy, these developments demand thoughtful reassessment as we approach the end of 2025's third quarter. With substantial cash still on sidelines and sentiment showing a mix of bullishness and caution, positioning correctly for what comes next requires both courage and confidence. As James Clear wisely notes, "The confidence that you can bounce back from failure is earned by working through previous failures."
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
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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 dramatically revising job creation figures downward by 911,000 positions. Meanwhile, weekly unemployment claims have spiked to their highest levels since 2021. Yet inflation remains stubbornly above the Fed's 2% target, creating a central banking dilemma that Chair Jerome Powell must navigate under intense political scrutiny.
This economic contradiction directly impacts your money's future purchasing power. We explore why funds sitting in traditional bank accounts earning negligible interest (often 0.01%-0.05%) face the silent threat of inflation erosion. Even "safe" Treasury bills now yield just 3.63%, potentially delivering negative real returns after taxes with inflation running near 3%. This changing landscape explains why many investors are reevaluating their approach to cash positions.
Despite these challenges, equity markets display remarkable resilience. The S&P 500 and NASDAQ continue setting records amid global tensions and economic uncertainty, while the IPO market shows signs of renewed vigor with successful debuts from companies like Klarna. Historical patterns suggest markets often perform well after the Fed begins cutting rates, providing a potential tailwind for investors willing to look beyond current concerns about valuations.
From rising food and healthcare costs to the opportunities in alternative investments, we unpack the complex factors shaping today's investment landscape. Whether you're focused on preserving capital or growing your portfolio, understanding these economic crosscurrents is essential for making informed financial decisions in today's challenging environment.
Subscribe for more insights that help you navigate market uncertainty with confidence and clarity. Your financial future depends on staying ahead of these critical economic shifts.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
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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, has made a striking proclamation: we're entering a prolonged dollar weakening cycle. History shows these cycles typically last eight years, potentially unlocking significant outperformance for international equities. With international stocks already outpacing the S&P 500 (21% vs 10% YTD) and U.S. markets trading at a premium (25x vs 17x forward earnings globally), the case for diversification beyond American borders grows compelling.
The interplay between immigration and employment represents another crucial dynamic shaping our economic future. As immigration numbers decline from recent peaks, we're seeing complex ripple effects throughout the labor market. Immigrants typically contribute to approximately half of U.S. job growth, bringing both labor supply and consumer demand. This relationship adds another layer to consider when interpreting employment data and making investment decisions.
Markets remain resilient despite these challenges, buoyed by expectations of Federal Reserve intervention. Investors are now pricing in a 67% chance of three rate cuts this year—a dramatic shift that's already impacting bond yields and creating opportunities in interest-rate sensitive sectors. Meanwhile, specific growth opportunities like InnoData (INOD) in the AI space show how targeted investments can thrive even in uncertain times.
Ready to position your portfolio for what's coming rather than what's already happened? Consider how these shifting dynamics might impact your investment strategy, and whether your current allocations reflect where the financial puck is heading.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
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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 be closely watched as a barometer of economic health and a potential influence on Fed policy. With expectations set at just 92,000 jobs added – better than July's disappointing 73,000 but still reflecting sluggish growth – the market's reaction may be tempered if these low expectations are already priced in. Similarly, producer and consumer inflation data (September 10-11) will provide critical insight into whether inflation pressures are easing enough to justify rate cuts.
Looking beneath surface-level valuations reveals an interesting market dynamic: while the S&P 500 trades at a seemingly expensive 22-23 times forward earnings, this is heavily skewed by the "Magnificent Seven" tech stocks trading at 29 times earnings. An equal-weighted version of the S&P 500 trades at just 17.2 times earnings – roughly in line with historical norms. This suggests potential opportunities beyond the largest tech companies that have dominated performance.
For individual investors, it's worth considering what you're up against when making short-term trades. Institutional players like Citadel Securities – which handles 25% of all US equity trades and 35% of retail flows – employ 260 PhDs analyzing over 100 terabytes of data (more than the entire Library of Congress). The alternative data market, where firms collect information on everything from truck movements to store foot traffic, represents a $3.3 billion annual investment by hedge funds seeking an edge that individual investors simply cannot match.
As we approach year-end, significant changes to charitable giving tax rules should factor into your planning. Those who don't itemize might benefit from waiting until 2026 when new deductions become available, while itemizers may want to accelerate donations into 2025 before new limitations take effect. For the most tax-efficient giving, consider donating appreciated securities directly to charities – potentially saving thousands compared to selling assets and donating cash.
What's your strategy for navigating September's historical challenges? Are you preparing for potential buying opportunities if markets weaken, or taking a defensive stance until the traditionally stronger November-December period?
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
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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 creates striking imbalances. Nvidia alone, with its $4.5 trillion market cap, nearly equals the entire healthcare sector and triples the influence of all energy stocks combined. For those seeking true diversification, deliberate allocation to underweighted sectors may be essential. Healthcare stocks are trading at 30-year relative lows according to Goldman Sachs, while energy giants offer attractive valuations at approximately 15 times earnings with dividend yields around 4%.
Significant tax changes for charitable giving in 2026 create planning opportunities now. Non-itemizers will gain access to new deductions for cash donations, while itemizers will face new floors on charitable deductions. Consider front-loading donations to donor-advised funds this year to maximize benefits before these changes take effect.
The historical perspective remains instructive. Warren Buffett's Berkshire Hathaway demonstrates the extraordinary power of compound returns—even if the stock hypothetically dropped 99%, long-term investors would still outperform index funds by 40%. Meanwhile, Kodak's failure to successfully transition despite pioneering digital imaging technology serves as a cautionary tale for today's tech giants.
For retirees, the sustainable withdrawal question has new answers. Bill Bengen now suggests safe withdrawal rates between 4.7-5.25% for balanced portfolios, higher than the traditional 4% rule, offering potentially greater sustainable income in today's interest rate environment.
How diversified is your portfolio really? Are you positioned to navigate upcoming tax changes? These questions deserve careful consideration as we adapt to an evolving financial landscape.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
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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 growth and persistent inflation.
President Trump's tariff policies are reshaping America's revenue structure in ways reminiscent of the 19th century. Currently generating around $30 billion monthly – triple the pre-Liberation Day figures – these tariffs could offset roughly two-thirds of recent tax cuts over the next decade. This structural change creates an interesting political dynamic where future administrations may find abandoning tariffs politically difficult, regardless of ideology.
Meanwhile, Silicon Valley's power balance faces potential disruption as Meta's Mark Zuckerberg declares subtle war against Apple's dominance. His vision of AI-powered smart glasses could eventually replace smartphones as our primary computing interface – seeing what we see, hearing what we hear, and creating seamless digital interactions throughout our day. With engineers receiving compensation packages up to $100 million, Meta is positioning itself to lead this potential post-smartphone revolution.
The Federal Reserve itself stands at a crossroads, with President Trump poised to significantly reshape the institution. Beyond simply pushing for lower rates, potential changes include reexamining the Fed's fundamental mission, altering its approach to inflation, reducing staff numbers, and potentially reorganizing the entire Federal Reserve system. These structural changes could introduce new market volatility as investors adjust to a different monetary policy framework.
For retirement planners, healthcare costs remain a critical challenge often underestimated in financial preparations. A 65-year-old today can expect to spend approximately $173,000 on healthcare throughout retirement – excluding long-term care expenses. With traditional pensions becoming rare, annuities are emerging as potential solutions for creating guaranteed income streams, particularly as higher interest rates make their payouts more attractive than they've been in years.
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** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
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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. European automobiles face a 15% tariff entering American markets while US vehicles will enjoy a dramatically reduced 2.5% rate entering Europe—completely reversing the previous arrangement that favored European manufacturers. Meanwhile, a massive $750 billion energy purchase commitment from Europe represents a clear win for American energy producers as the continent pivots away from Russian supply dependency.
Financial markets responded with cautious optimism, recognizing that while the lower-than-threatened tariff rates provide some certainty, significant questions remain about implementation details. This trade development arrives during a particularly consequential week for investors—the heaviest earnings reporting period for S&P 500 companies coincides with the Federal Reserve's interest rate decision and Friday's employment report.
Despite markets hovering near all-time highs, concerning signals of market froth have emerged: meme stock activity has resurged, retail trading dominates certain market segments, and margin debt has surpassed $1 trillion for the first time ever. The extreme concentration of market capitalization—with just ten stocks comprising 40% of the S&P 500—presents both opportunity and risk for investors navigating this complex landscape.
For those seeking potential value amid the uncertainty, European pharmaceuticals and domestic automakers like General Motors present interesting contrarian opportunities, both sectors trading at substantial discounts to the broader market while generating significant cash flow. As global trade relationships continue evolving under new pressures, investors must carefully weigh economic fundamentals against geopolitical risks in portfolio construction.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
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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 disciplined buyback strategies like Warren Buffett's (buying only when shares represent exceptional value) and the problematic pattern many corporations follow: buying high when flush with cash, then halting repurchases when prices fall. This "buy high, sell low" approach raises serious questions about corporate stewardship of shareholder capital.
The Treasury market faces its own supply-demand dynamics with approximately $36 trillion in debt structured across bills (one year or less), notes (1-10 years), and bonds (10+ years). With the average maturity around six years and interest rate at 3.3%, even significant Fed rate cuts would have less impact on government financing costs than sometimes claimed. Meanwhile, technology companies are benefiting from policy tailwinds, including immediate R&D expense deductions that particularly advantage the "Magnificent Seven" tech giants responsible for nearly half of all S&P 500 research spending.
In the streaming wars, YouTube has quietly surpassed Netflix with 12.8% market share versus Netflix's flat 8.3%. Despite Netflix's $556 billion market cap, analysts suggest YouTube could be worth over $700 billion as a standalone company, bolstered by its creator-based content model that keeps costs comparatively low.
For investors navigating today's complex markets, understanding these fundamental forces provides crucial context for making intelligent decisions. Whether evaluating a company's capital allocation strategy or assessing policy impacts on different sectors, recognizing how supply and demand drive valuations has never been more important.
Want to sharpen your investment edge? Subscribe to our podcast for more market insights that go beyond the headlines and help you see what others miss.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
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July 14, 2025 | Season 7 | I-Episode 27
The resilience of financial markets amid escalating tariff rhetoric takes center stage in this comprehensive market analysis. Despite President Trump's announcements of potential 30% tariffs on the European Union and Mexico, market indices have remained surprisingly stable, highlighting a fascinating disconnect between policy uncertainty and investor sentiment.
Drawing on insights from Citadel founder Ken Griffin, we explore why beating professional investors is extraordinarily difficult for retail traders. Just as former NBA player Brian Scalabrine effortlessly dominated college-level basketball players despite being considered a lesser NBA talent, professional investors possess advantages in training, resources, and computational power that make consistently outperforming them nearly impossible. The key takeaway? Diversification remains the most crucial strategy for long-term investing success.
Looking back at the 1983 Social Security reforms provides valuable lessons as we approach potential insolvency in 2033. The bipartisan collaboration between President Reagan and Speaker Tip O'Neill demonstrates that even seemingly intractable financial challenges can be resolved when political leaders set aside differences. With only eight years remaining before projected trust fund depletion, this historical blueprint for compromise becomes increasingly relevant.
For retirees, recent tax law changes offer a temporary enhanced deduction of $6,000 for those 65 and older between 2025-2028, though income limitations apply. This provision primarily benefits middle-income seniors, requiring careful planning regarding Roth conversions and retirement account withdrawal strategies.
Market professionals at Barron's roundtable express widespread concern about current "nosebleed" valuations, with the S&P trading at 22-27 times trailing earnings. Despite this cautious outlook, they identify compelling opportunities in utilities, energy stocks, and specific companies like NextEra Energy, AMD, and Mattel that may offer value even in an expensive market.
Want to stay ahead of market trends and economic developments? Subscribe to our podcast for weekly insights that help you navigate increasingly complex financial landscapes with confidence.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
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July 7, 2025 | Season 7 | Episode 26
The financial landscape is shifting dramatically with President Trump's newly signed "Big Beautiful Bill" extending the 2017 tax cuts that were set to expire this December. This sweeping legislation keeps the top tax rate at 37% while expanding the estate tax exemption to a generous $15 million per person ($30 million per couple), providing substantial benefits for wealth transfer planning.
For everyday Americans, the bill introduces tax exemptions on tips (up to $1,000) and overtime pay (capped at $12,500 for individuals), though these benefits won't apply to Social Security or Medicare taxes and come with income limitations. Seniors gain a new $6,000 tax deduction, while the SALT cap jumps from $10,000 to $40,000 until 2030—a major relief for residents of high-tax states.
Perhaps most intriguing is the creation of "Trump IRAs," government-backed retirement accounts that will receive a one-time $1,000 deposit between 2025-2029. These accounts must invest in index-tracking funds composed primarily of US stocks, with employers able to contribute up to $2,500 without tax implications.
Beyond domestic policy, international trade tensions continue brewing. Treasury Secretary Yellen has warned that countries failing to negotiate trade deals by August 1st will face restored April-level tariffs. Meanwhile, financial markets have shown remarkable resilience—the S&P 500 is up 5.5% year-to-date despite significant political polarization and major economic policy shifts.
The Federal Reserve now navigates contradictory signals from June's jobs report: 147,000 nonfarm jobs added (above expectations), but with private payrolls increasing by only 74,000 and 130,000 people leaving the workforce entirely. These mixed indicators have markets anticipating a September rate cut rather than July action.
As you consider your investment strategy, note the explosion of ETFs—now exceeding 4,000 on the NYSE compared to just 2,400 listed stocks. While offering advantages over traditional mutual funds, specialized ETF products demand careful scrutiny, particularly leveraged offerings that may not perform as expected over longer holding periods. How will these tax changes and market dynamics affect your financial planning? Subscribe now for ongoing insights to keep you ahead of these transformative shifts.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
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June 30, 2025 | Season 7 | Episode 25
The financial landscape of 2025 has been a study in contrasts—headlines scream chaos while markets whisper stability. As we close the first half of the year, this paradox becomes our focal point.
Despite a backdrop of Middle East conflicts, Russia-Ukraine escalations, nuclear tensions between India and Pakistan, and significant domestic policy shifts including President Trump's inauguration, major US equity indices have remained surprisingly steady. The S&P 500 and Nasdaq have gained roughly 5%, with mid-caps and small-caps showing modest declines. The Federal Reserve has maintained its benchmark rate at 4.25-4.5%, and oil prices have barely budged.
Yet beneath this apparent calm, tectonic shifts are occurring. The US dollar has weakened by 10%, while gold and silver have surged over 23%. Bitcoin has gained 14%. These movements tell a story that headline numbers miss—growing questions about US exceptionalism and fiscal health, particularly as the "Big Beautiful Bill" makes its way through Congress with potential to add $3 trillion to the deficit over the next decade.
This evolving landscape creates strategic opportunities across asset classes. Municipal bonds now offer compelling yields with tax-equivalent returns approaching 9% for high-income earners in states like California and New York. The weakening dollar provides unexpected tailwinds for US multinationals like Apple, which derives 64% of its revenue from overseas markets—a complete reversal after years of currency headwinds.
For individuals planning retirement, particularly those considering Medicaid strategies for long-term care, the landscape may be changing dramatically. The pending legislation could shift state responsibilities, potentially reducing care quality and necessitating reconsideration of private insurance options.
As we navigate the second half of 2025, the key to success may lie in distinguishing between market noise and meaningful signals. The daily headlines will continue to suggest volatility, but the real story may be found in the subtler shifts of currency markets, yield curves, and legislative developments.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
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June 23, 2025 | Season 7 | Episode 24
How do markets respond when geopolitical tensions escalate? Despite US airstrikes on Iranian nuclear facilities and ongoing Middle East conflict, investors displayed remarkable calm - demonstrating a pattern we've seen repeatedly where buying during military uncertainties has historically proven profitable.
Markets showed minimal movement across global indices, with even traditional safe-haven assets seeing only modest shifts. This pattern highlights an evolving investor psychology: while humanitarian implications remain severe, contained regional conflicts rarely derail broader economic trends. As one analyst noted, the US strikes may even represent a reinforcement of deterrence capabilities through a "peace through strength" doctrine.
Behind this surface calm lies significant volatility throughout 2024. While S&P returns rank in just the 24th percentile historically through June, volatility has reached the 89th percentile - creating that roller-coaster sensation without meaningful progress, particularly for mid-cap and small-cap investors still underwater for the year.
Beyond immediate tensions, several crucial factors demand investor attention: Federal Reserve policy remains uncertain as Chairman Powell navigates what he calls "a very foggy time"; pandemic-era health insurance subsidies expiring in 2025 could dramatically impact early retirement planning; and traditional energy companies might unexpectedly benefit from AI's massive power requirements.
Perhaps most telling is the historical lesson that market dominance is temporary. From US Steel's breakthrough as the first billion-dollar company in 1901 to Apple reaching trillion-dollar status in 2018, transformational companies eventually give way to new innovators. With AI representing the first self-improving technology in human history alongside demographic shifts toward aging populations, tomorrow's market leaders likely emerge from industries we're only beginning to understand.
Join us as we navigate these complex crosscurrents and explore what history teaches us about investing amid uncertainty. Subscribe for more insights that help you make informed financial decisions in an increasingly unpredictable world.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
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June 16, 2025 | Season 7 | Episode 23
Financial markets are navigating a complex landscape of geopolitical tensions, monetary policy uncertainty, and technological disruption with remarkable resilience. Despite Israel's strikes on Iranian nuclear facilities triggering initial volatility, investors have demonstrated measured responses – a significant departure from the panicked selling that characterized previous global crises.
The Israel-Iran conflict represents a potential flashpoint that could dramatically impact energy markets, with worst-case scenarios potentially driving oil prices to $120-130 per barrel if the Straits of Hormuz were compromised. Yet markets appear to be pricing in a contained conflict, with the VIX "fear gauge" elevated but nowhere near panic levels. As Jim Cramer astutely observed, "Sometimes the hardest thing for a long-term investor to do is to do very little" – advice that captures the disciplined approach many investors are adopting in this uncertain environment.
Meanwhile, the Federal Reserve's upcoming meeting promises to provide critical insights through the updated "dot plot" showing FOMC members' interest rate projections. Previous expectations for two rate cuts in 2025 may be revised downward, especially as inflationary pressures persist and geopolitical tensions add further complexity to the economic outlook.
Perhaps most fascinating is the technological revolution unfolding in search and information discovery, with Google facing unprecedented competition from AI alternatives like ChatGPT and Perplexity. This shift is creating winners and losers across the digital landscape – companies heavily dependent on search traffic (like Tripadvisor and news sites) are experiencing dramatic declines, while those with direct consumer relationships through apps (like Airbnb and Meta) stand to benefit.
For investors seeking shelter from volatility, the fixed income market offers compelling options. Short-term Treasury ETFs yield 4.2-4.3% with minimal risk, while municipal bonds present exceptional value for high-tax-bracket investors, with AAA-rated long-term munis offering taxable-equivalent yields of 8-9%.
What's your investment strategy in this complex environment? Are you making tactical adjustments or maintaining long-term discipline? Share your approach and join the conversation about navigating these unprecedented market conditions.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
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June 9, 2025 | Season 7 | Episode 22
The financial world is undergoing a seismic shift that few everyday investors fully grasp. Private credit and private equity markets have exploded from virtually nothing to controlling trillions in assets and thousands of companies—all while operating largely outside traditional regulatory frameworks.
We take you on a fascinating journey through Wall Street's innovation cycles, connecting today's private market boom to previous financial revolutions like junk bonds in the 1970s and mortgage-backed securities in the 1990s. Understanding these historical patterns reveals how regulatory changes, market conditions, and Wall Street creativity repeatedly transform investment landscapes—sometimes with dramatic consequences.
The numbers are staggering: private equity now controls 11,500 companies (up from just 2,000 in 2000), private credit has ballooned to $1.7 trillion, and venture capital firms manage $1.2 trillion across more than 3,000 firms. Meanwhile, public markets remain comparatively sleepy, with only a handful of significant IPOs this year.
Bank executives like JPMorgan's Jamie Dimon express mounting frustration that this massive shift occurred "without any forethought on the part of regulators," creating competitive disadvantages for traditional banks. As this capital migration continues from regulated to less-regulated spaces, investors must consider both opportunities and potential risks.
For those navigating today's uncertain markets, we explore defensive stock strategies and highlight companies following the Berkshire Hathaway model of combining insurance operations with strategic investments—including Fairfax Financial Holdings, Markel Group, and Loews—that have delivered impressive long-term returns using variations of Warren Buffett's proven approach.
Whether you're concerned about market volatility, curious about alternative investments, or simply trying to understand the forces reshaping finance, this deep dive into private markets provides essential context for making informed investment decisions in an increasingly complex landscape.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
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June 2, 2025 | Season 7 | Episode 21
The global investment landscape may be approaching a pivotal shift after 15 years of US market dominance. While American markets have delivered exceptional returns, mounting evidence suggests international opportunities deserve renewed attention from investors seeking to optimize their portfolios.
At the heart of this potential transition is a stark contrast in fiscal trajectories. Since 2000, the US debt-to-GDP ratio has skyrocketed from 33% to over 120% – a staggering 90 percentage point increase. This massive expansion of government debt likely fueled economic growth and market performance, essentially "borrowing from the future" to prime the economic pump. Meanwhile, countries like Germany, Canada, and numerous others have maintained more disciplined approaches, with many actually reducing their debt burdens over the same period.
This divergence creates an intriguing investment thesis. Countries that have demonstrated fiscal restraint now have greater flexibility to increase infrastructure and defense spending, potentially creating more favorable investment conditions. Germany's trillion-dollar commitment to these sectors represents a significant departure from previous austerity, while other regions may benefit from shifting trade relationships amid US-China tensions. Early indicators support this view – while the S&P 500 has gained approximately 1.5% year-to-date, international indexes have surged about 14%.
Beyond global allocation strategies, this episode explores practical considerations for retirement planning. Despite political uncertainty surrounding Social Security, mathematical analysis confirms that delaying benefits until age 70 provides superior returns compared to commercial alternatives. With a 9.6% higher payout rate than comparable annuity products, the financial advantage of waiting remains compelling for those who can afford to delay.
Curious about how these global economic shifts might impact your portfolio? Consider whether your current asset allocation reflects these emerging opportunities and challenges. Have you reviewed your international exposure lately? The next decade of investing may look quite different from the last.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
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May 27, 2025 | Season 7 | Episode 20
Take a fascinating journey through market valuation that challenges conventional wisdom about wealth measurement. In this eye-opening episode, we explore how perceiving markets solely through dollar-denominated prices creates an illusion of stability, when deeper analysis reveals a more complex reality.
The real story emerges when we examine the Dow-to-gold ratio across a century of market history. From its peak of 18 during the 1929 market bubble to 41 during the dot-com frenzy to approximately 12 today, this perspective shows how relative wealth can dramatically shift despite seemingly stable nominal values. While the S&P 500 appears nearly flat year-to-date in dollar terms, a foreign investor would experience an 8.6% loss due to dollar weakness—a sobering reminder that currency matters.
We analyze healthcare stocks showing promising technical indicators after five years of significant underperformance, potentially setting up a 21% rebound based on historical patterns. We also examine IBM's surprising premium valuation compared to its historical discount and Google's existential challenge as younger users increasingly "ChatGPT it" rather than "Google it."
Looking toward future market leaders, we highlight companies with explosive growth potential: Aurora Innovation revolutionizing autonomous trucking, BYD dominating the Chinese EV market with breakthrough battery technology, and Tempus AI connecting with over 50% of US oncologists through its genomic sequencing business.
The bond market reveals perhaps the most profound shift, as Treasury yields now incorporate default risk—evident as credit default swap spreads approach levels comparable to Greece. Combined with diminishing Japanese investor interest and the relatively small size of the high-yield market compared to Treasury issuance, these dynamics create both challenges and opportunities.
Understanding relative valuation isn't just academic—it's essential for navigating today's complex investment landscape. Join us as we provide the perspective you need to see beyond nominal figures and grasp what's truly happening to your wealth.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
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May 19, 2025 | Season 7 | Episode 19
Moody's downgrade of US Treasury debt from AAA to AA1 reverberated through markets, pushing bond yields higher and raising questions about America's fiscal trajectory. This watershed moment, following earlier downgrades by S&P (2011) and Fitch (2023), signals growing concern over the nation's $2 trillion annual deficit and proposed legislation that could add another $3.8 trillion through 2034.
The financial impact is immediate but nuanced. As 10-year Treasury yields approach 4.7% – what analysts identify as the tipping point where "equity returns start to waver" – investors face crucial portfolio decisions. Treasury bonds now more effectively compete with stocks for investment dollars, while gold surges $60 to $3,250 on geopolitical concerns. This evolving landscape demands thoughtful consideration of asset allocation between US investments, international stocks, and fixed income.
Looking deeper, today's immigration debates mirror historical patterns. The 1950s "Operation Wetback" deported approximately one million people during an economic downturn, highlighting how economic anxiety often drives immigration policy regardless of which party holds power. This historical perspective, championed by successful investors like Ray Dalio, helps contextualize current market conditions and policy decisions.
Tech investments continue making headlines, with NVIDIA announcing compatibility tools for competitors' products while Adobe presents a potential value play after falling 10% this year. Trading below 20 times forward earnings (compared to historical 30-40x multiples) with 90% gross margins and insider buying, Adobe maintains advantages in commercial AI applications despite increasing competition.
What does this mean for your portfolio? As Treasury yields rise and deficit concerns grow, it's time to reassess your investment strategy. Are you properly positioned for this new environment where fixed income offers more competitive returns? Should you increase international exposure or focus on dividend-paying stocks? Subscribe now and join us as we navigate these critical market shifts together.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
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May 12, 2025 | Season 7 | Episode 18
A game-changing announcement between the US and China has jolted financial markets into a dramatic rally. The two economic superpowers have agreed to a 90-day pause on tariffs, establishing new benchmarks of 30% on Chinese imports (down from the threatened 145%) and 10% on American goods entering China. This unexpected development has sent futures soaring, with the Dow up over 1,100 points and tech stocks leading the charge.
Diving into President Trump's negotiation playbook provides fascinating context for understanding these developments. His 1987 book "The Art of the Deal" reveals tactics that remain strikingly relevant today. Trump wrote about wearing down opponents through persistence and leveraging preconceived notions - strategies clearly visible in his approach to international trade. The current 90-day pause represents not an endpoint but rather the opening phase of continued negotiations, with Treasury Secretary Bessent already planning follow-up meetings with Chinese officials.
The market reaction has been nothing short of electric. Companies with significant China exposure are experiencing the biggest gains - Tesla jumping 8%, Amazon 7.5%, and consumer goods retailers like Wayfair surging 12%. The only sector swimming against this bullish tide is pharmaceuticals, as Trump simultaneously advances plans to cut drug prices through executive action.
Beyond immediate market movements, we explore America's rapidly aging demographic landscape and what it means for investors. With 20% of the population projected to be over 65 within five years, companies that successfully cater to seniors are positioned for substantial growth. From Apple's intuitive interfaces to Nike's easy-wear footwear designs, smart businesses are finding that products created for older consumers often appeal across generations. The "longevity economy" is creating opportunities in healthcare, technology, transportation, and leisure sectors.
We also examine Google parent Alphabet's position amid intensifying AI competition. Despite concerns about search disruption from chatbots, Alphabet trades at just 16.8 times forward earnings - far below the 28 times average of its big tech peers. With YouTube reaching 270 million subscribers and Waymo's self-driving service expanding rapidly, Alphabet's diverse business lines may offer significant upside potential despite competitive pressures.
What sectors will benefit most from improved US-China relations? How should investors position for America's demographic transformation? Join the conversation and share your thoughts on today's market-moving developments.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
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May 5, 2025 | Season 7 | Episode 17
The investment world witnessed a seismic shift as Warren Buffett announced his plan to step down as CEO of Berkshire Hathaway, effective January 1, 2026. While maintaining his chairman role and 14% ownership stake worth $164 billion, Buffett will pass operational control to Greg Abel after an unparalleled career generating a 5,502,000% return over six decades – compared to the S&P 500's 39,000% with dividends.
What made Buffett irreplaceable wasn't just his brilliance, but his extraordinary dedication and pattern recognition abilities developed through reading over 100,000 financial statements. Unlike modern investors relying on technology, Buffett built what one journalist called "a form of artificial intelligence" through his obsessive study and near-photographic memory. His success benefited from perfect timing – beginning his career before institutional investors dominated markets – and a unique structure that avoided management fees and market-timing pressures.
Though none of us will match Buffett's performance, individual investors share key advantages with him. We can think long-term without pressure for quick returns, invest with minimal fees, and maintain positions through market turbulence. These structural benefits give patient investors a surprising edge in today's fast-moving markets.
Meanwhile, markets completed their longest winning streak since 2004, with the S&P rising nine consecutive days. Yet professional investors are remarkably pessimistic – Barron's latest poll shows 32% bearish, higher than during the dot-com crash, 9/11, financial crisis, or pandemic. This extreme sentiment might actually signal opportunity ahead.
Artificial intelligence continues driving tech investment, with Microsoft reporting being "capacity constrained" for Azure AI servers and Meta increasing capital expenditure forecasts. As one executive put it, "We're not even at the second strike of the first batter in the first inning" of AI development, suggesting the revolution is just beginning.
Want more market insights and investment perspectives? Subscribe to receive our latest analysis and join a community of thoughtful investors navigating today's complex financial landscape.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
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April 28, 2025 | Season 7 | Episode 16
President Trump's negotiation tactics are reshaping financial markets, and understanding his playbook might be your best investment strategy. His approach, detailed in "The Art of the Deal," reveals a philosophy of aiming high and pushing relentlessly to achieve his goals. As he states, "I play to people's fantasies... a little hyperbole never hurts." This perspective helps explain the market's volatility following his tariff announcements and subsequent modifications.
Surprisingly, it's professional investors – not individuals – who've been fleeing during recent market turbulence. Hedge funds have sold over $1 trillion more shares than they've purchased this year, while everyday investors have steadily bought approximately $50 billion monthly. This upends Wall Street's traditional "smart money vs. dumb money" narrative. Individual investors, increasingly invested through 401(k)s and index funds, have demonstrated remarkable stability – Vanguard reports 97% avoided making trades during early April's market volatility.
Gold has emerged as 2024's standout performer, appreciating approximately 30% year-to-date to around $3,400 per ounce. Over the past two decades, SPDR Gold Shares has surged 630%, marginally outperforming the S&P 500. This contradicts conventional wisdom that productive assets should outperform non-yielding assets over time. For investors considering gold now, mining stocks like Barrick Gold and Newmont Mining might offer better opportunities than the metal itself.
Municipal bonds represent another opportunity area, with long-term munis yielding about 95% of comparable treasuries – essentially offering tax exemption benefits at minimal cost. For investors in tax brackets of 20% or higher, these bonds can generate tax-equivalent yields of 6-8% in high-quality assets.
As we navigate an environment of heightened uncertainty – with international trade negotiations, geopolitical tensions, and domestic policy shifts – understanding these market dynamics becomes essential for making informed investment decisions that align with your long-term goals and risk tolerance.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
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April 21, 2025 Season 7 | Episode 15
The global financial landscape is shifting beneath our feet as the dollar hits a three-year low and gold surges to record highs. This change defies conventional market wisdom - when equities fall, we expect treasuries and the dollar to strengthen as safe havens. Yet we're witnessing the opposite, raising profound questions about America's economic future in a changing world.
What's driving these unusual market reactions? At the heart lies America's persistent trade deficits, which stem from three fundamental causes: our low national savings rate compared to other countries, massive federal budget deficits approaching $2 trillion annually, and unfair international trade practices that disadvantage American producers. While tariffs address the third factor, they don't solve the underlying spending and saving imbalances that define our economy.
Using a simplified example of US-Vietnam trade, I demonstrate how different national spending habits naturally create trade imbalances. The concerning shift is that global investors may be questioning whether the dollar remains the stable store of value it's been for decades. This potential sea change demands we reconsider investment strategies that have served us well in the past.
For investors, these shifts present both challenges and opportunities. Fixed income investments have become surprisingly attractive, with municipal bonds offering 4-5% tax-free yields, preferred stocks paying 6-7% with favorable tax treatment, and traditional treasuries approaching 5% - the highest yields in 15 years. Retirees should be particularly vigilant about portfolio protection, creating adequate cash reserves to avoid withdrawing from depressed equities during market downturns.
Remember James Clear's wisdom: "Success is largely the failures you avoid." In uncertain markets, controlling what you can - your asset allocation, diversification strategy, and emotional responses - matters more than ever. How are you positioning your portfolio for this new economic reality? Does your strategy need adjustment as traditional market relationships evolve? These are the crucial questions every investor should be asking right now.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
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April 14, 2025 | Season 7 | Episode 14
The financial world stands at a potential inflection point as traditional market relationships show signs of stress. What began as concern over tariff policies has evolved into a deeper question about the stability of the global monetary order that has prevailed since World War II.
The bond market flashed dramatic warning signals last week, with the 10-year Treasury yield surging nearly 50 basis points to touch 4.5% - the largest percentage move since 1987. Former Treasury Secretary Larry Summers likened the chaotic trading to what might occur in an emerging market economy. Simultaneously, the U.S. dollar weakened significantly against major currencies, with the Euro gaining over 10% against the dollar since January.
Ray Dalio, founder of Bridgewater Associates, expressed concerns about "something worse than a recession" as these tectonic plates of finance shift beneath our feet. For decades, global investors have flocked to U.S. assets, allowing America to run substantial deficits with minimal consequences. That relationship now faces its most serious test in generations.
Beyond market mechanics, this volatility reflects real economic challenges facing average Americans. While wages have increased roughly eight times since 1967, housing costs have surged eighteen times over the same period. This widening gap between income growth and essential expenses explains why many Americans feel financially stretched despite stock market gains.
For investors, especially those approaching retirement, these conditions demand thoughtful portfolio management. Maintaining adequate cash reserves, strategic tax-loss harvesting, and considering Roth conversions during market downturns can help navigate uncertainty. The municipal bond market presents a particularly compelling opportunity, with high-grade 30-year munis yielding around 5% - equivalent to a 7.7-9.5% taxable yield for investors in high tax brackets.
As we process these signals, the fundamental question remains: are we witnessing temporary market dislocations or the early stages of a more profound shift in global economic relationships? Either way, maintaining perspective and adhering to sound investment principles will be essential in the months ahead.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
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April 7, 2025 | Season 7 | Episode 13
The financial world is reeling from President Trump's bombshell announcement of sweeping new tariffs on global imports. What started as a seemingly targeted trade policy has exploded into a potential global trade war with far-reaching implications for investors, businesses, and economies worldwide.
Markets have responded with their steepest declines since the COVID crash, with the S&P 500 plummeting 9.1% last week and approaching bear market territory. The "Magnificent 7" tech stocks that drove much of the market's previous gains are all seeing significant drops, while international markets from Japan to Hong Kong have already entered bear markets.
At the heart of this market storm is a fundamental question every investor must now ask themselves: can you tolerate another 10% decline? Your portfolio allocation is being stress-tested in real-time, revealing whether your theoretical risk tolerance matches your actual emotional comfort during market turbulence. If you're losing sleep, unable to eat, or constantly worried, it may be time to adjust your investment strategy to a level where you can function normally.
The new tariff structure includes a universal 10% baseline on all imports with significantly higher rates for countries with large trade deficits - EU (20%), Vietnam (46%), Japan (24%), India (26%), and China facing a staggering 54% or more. Economists estimate these tariffs could potentially reduce GDP by 2.5% while increasing inflation by a similar amount, creating stagflationary pressures.
While markets hope for negotiations that might reduce these tariffs, global reactions have been severe. France's President Macron has called for suspending European investment in the US, Canada has matched tariffs on cars, and China has announced retaliatory 34% tariffs. JP Morgan and Goldman Sachs now predict a 60% chance of recession, potentially rising to 100% if full retaliatory measures take effect.
As you navigate these turbulent waters, consider defensive strategies like high-quality bonds, gold, dividend-paying value stocks, and global diversification. Most importantly, maintain emotional equilibrium - clear thinking is your most valuable asset when markets are in chaos. While disruptions create challenges, they also present opportunities for those with the right perspective and appropriate risk positioning.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
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March 31, 2025 | Season 7 | Episode 12
The weakening US dollar may be the canary in the coal mine for broader market troubles ahead. Despite conditions that should strengthen it—high interest rates, geopolitical uncertainty, America's military dominance—the greenback has fallen against nearly every major global currency in 2025. This unusual pattern suggests foreign investors are losing confidence, potentially withdrawing the capital that traditionally supports US stocks and bonds.
Meanwhile, markets are bracing for what President Trump calls "Liberation Day" on April 2nd, when new tariff policies are expected. Reports of a possible 20% universal tariff on all imports have sent tremors through Wall Street, with Goldman Sachs cutting its S&P target twice this month. The potential $11,000 price increase on imported vehicles illustrates the real-world impact these policies could have on consumers and businesses alike.
The artificial intelligence sector appears to be entering a crucial transition phase where investors demand tangible returns on massive investments. Drawing fascinating parallels to the 1990s internet boom, experts remind us that only 1% of today's internet giants existed just 2.5 years after Netscape Navigator launched. Today's market leaders may not be tomorrow's AI champions, suggesting opportunities in companies like Snowflake, Intuitive Surgical, and cybersecurity firms that will protect increasingly vulnerable AI systems.
For fixed income investors, discussions about potentially eliminating municipal bond tax exemptions to fund Trump tax cut extensions present both risk and opportunity. While concerning, municipal bonds have already priced in some of this uncertainty, potentially creating value for long-term investors willing to weather the volatility.
As we navigate these complex market currents, watch the dollar's trajectory carefully—it may tell us more about where markets are heading than traditional economic indicators. What signals are you watching as we enter this period of heightened uncertainty?
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
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March 24, 2025 | Season 7 | Episode 11
Clarity of mind is your most valuable asset in today's complex financial landscape. Keith Lanton opens with powerful insights from James Clear's philosophy on understanding others by watching what they reward and understanding yourself by observing what you envy. These principles form the foundation of the objective thinking necessary for navigating markets filled with noise and competing narratives.
As we mark the 25th anniversary of the dot-com bubble burst, Lenton draws important parallels and distinctions to our current market environment. While today's AI-driven rally carries echoes of that era, the magnitude doesn't yet match the extreme appreciation witnessed between 1995-2000 when the NASDAQ soared over 700% before losing 80% of its value. This historical perspective provides valuable context for evaluating today's technology valuations.
We're also reflecting on the five-year anniversary of the COVID-19 market bottom, a reminder of the market's resilience through pandemic disruptions, political upheaval, geopolitical conflicts, and aggressive rate hikes. The S&P 500's 173% return since March 2020 reinforces the wisdom that attempting to trade around news cycles is nearly impossible for individual investors.
The podcast delves into the Treasury Secretary's focused campaign to lower 10-year yields, NVIDIA's ambitious AI roadmap unveiled at their GTC conference, and the infrastructure challenges posed by AI's massive electricity demands. Lenton also highlights potential policy changes affecting municipal bond tax exemptions that investors should monitor carefully.
Throughout these diverse topics, one theme remains consistent: the quality of your investment decisions depends on maintaining clear, objective thinking while understanding both your own psychology and broader market sentiment. What single habit, if implemented consistently for the rest of this year, would transform your investing approach and results?
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
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March 17, 2025 | Season 7 | Episode 10
Markets are navigating turbulent waters as we digest the first 50 days of the Trump administration's second term. The striking contrast between equity volatility and bond market stability raises profound questions about where we're truly headed. While the S&P 500 and tech darlings experience significant drawdowns, the 10-year Treasury yield holds remarkably steady around 4.3% - suggesting that bond investors aren't forecasting economic catastrophe despite the headlines.
What makes this moment particularly fascinating is the extreme bearish sentiment gripping individual investors. A stunning 60% of respondents in the latest AAII survey report feeling bearish - approaching levels not seen since the 2008 financial crisis. Historically, such pessimism has preceded average market gains of 13.6% over the following year, potentially signaling a contrarian buying opportunity for those willing to look beyond the turbulence.
The administration's focus on government reform follows a historical pattern seen throughout American history - from Jefferson's "wise and frugal government" to Reagan's declaration that "government is the problem." While the scale may differ, these efforts to reshape the federal workforce echo similar initiatives from previous administrations, with mixed results historically.
For investors seeking opportunity amid uncertainty, the Magnificent Seven stocks present an intriguing case study. After contributing over half of 2023's market gains, they've declined an average of 15% this year. Yet unlike the fallen tech stars of 2000, these companies maintain dominant market positions with reasonable valuations - particularly Amazon, Alphabet, Meta, and Nvidia according to our analysis. With Amazon trading at a lower multiple than traditional retailers despite superior growth prospects, selective opportunities may exist for patient investors.
As we navigate this complex environment, remember that investment decisions should be based on economic fundamentals rather than political preferences. The Federal Reserve's upcoming policy announcement will provide crucial insights into how monetary policy will adapt to evolving conditions. What's your strategy for positioning portfolios in this challenging but potentially rewarding landscape?
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
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March 10, 2025 | Season 7 | Episode 9
Market turbulence has arrived, and understanding the driving forces behind it is essential for making sound investment decisions. As the Trump administration rapidly implements new economic policies, markets are responding with heightened volatility, raising important questions about portfolio diversification and long-term strategy.
The administration's goals—bringing manufacturing jobs back to America, growing the US economy, maintaining tax cuts, and reducing international financial commitments—sound promising. However, markets are increasingly concerned about the lack of a clear, surgical implementation plan. Treasury Secretary Besant's comments about a potential "detox period" and President Trump's acknowledgment of a coming "transition period" have only intensified uncertainty, with JP Morgan economists now putting the chance of recession at 40%.
This uncertainty is triggering significant global economic realignments. Germany has announced major expansions in defense and infrastructure spending, abandoning its traditional fiscal conservatism. China is implementing stimulus measures to boost domestic consumption. These shifts are drawing capital away from US markets to international opportunities, with Chinese large-cap stocks up 29% since July.
For investors, this volatility requires careful consideration. The current week presents additional challenges as Daylight Savings Time disruption increases the risk of poor financial decisions—statistics show higher incidences of stroke, cardiac events, and financial mistakes during this period. If your portfolio feels uncomfortably positioned, now is the time to speak with your financial advisor about rebalancing.
Despite current turbulence, maintaining perspective is crucial. While US markets may be down year-to-date, the S&P 500 has nearly tripled over the past decade. History shows that maintaining diversified exposure to equities through broad-based funds has consistently rewarded patient investors who can weather short-term volatility.
What adjustments should you consider in your investment strategy as global economic power dynamics shift? The answer may lie in thoughtful diversification while maintaining the conviction to hold through market uncertainty.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
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March 3, 2025 | Season 5, Episode 8
As the financial landscape undergoes dramatic changes, staying informed is more important than ever. With the recent shifts in U.S. policies and market dynamics, many investors find themselves questioning their established strategies. Join us as we explore the implications of tariffs, the surprising performances of international markets, and the benefits of diversifying investments into commodities like gold.
We delve into the increasing appeal of value investing, providing insights on how examining global trends can enhance your portfolio. Additionally, we discuss the historical significance of gold as a safe haven amid economic uncertainty and provide actionable investment strategies to consider for a volatile market.
This episode equips you with the knowledge to navigate the financial world’s complexities, encouraging a proactive approach towards investment decisions. Don't miss out on these critical insights! We’d love to hear your thoughts on these trends—join the conversation by subscribing and sharing your perspective!
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
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February 24, 2025 Season 7 | Episode 7
Leverage your market awareness with insights from today’s episode, focusing on the complex interplay between U.S. stock valuations and international market opportunities. As concerns about inflated U.S. equities grow, we dive deep into analyzing whether investors are too complacent amid significant global dynamics. Key themes include discussing historical valuation trends, the necessity of portfolio review based on risk tolerance, and the promising prospects in international markets that could reshape investment strategies.
Listeners will gain practical wisdom about adapting to changing financial landscapes. Discover how recent behavioral shifts among institutional investors are spurring a critical reassessment of holdings and what it might signal for the personal investment approach. As we journey through expert insights, we unearth specific global equities that are poised for recovery and growth, highlighting the shifting dynamics in Europe and elsewhere.
The conversation doesn’t just end with market valuations; we answer pressing questions about how to position your portfolio for potential downturns while keeping an eye on future growth. Enhance your financial literacy with actionable takeaways that translate into informed decision-making. Stay engaged and subscribe for continuous updates, and don't forget to share your perspectives on today’s market challenges!
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
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February 18, 2025
Season 7 | Episode 6
In this episode, we explore insights from industry leaders Jeff Bezos and Jamie Dimon on the importance of innovation, risk-taking, and navigating bureaucratic challenges in business. The discussion extends to the implications of tariffs on various market sectors and emerging investment products like registered indexed linked annuities for retirement planning.
• Jeff Bezos emphasizes ease of use and scaling failure in business
• Jamie Dimon critiques bureaucracy and remote work culture at JPMorgan
• The potential impact of tariffs on the technology sector discussed
• Overview of registered indexed linked annuities and their appeal to investors
• Encourages learning from successful leaders to enhance career and investment strategies
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
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February 3, 2025 | Season 7, Episode 5
What if President Trump's unexpected tariff announcements could reshape global markets and alter investor strategies? Join us for an in-depth exploration of the immediate shocks and strategic implications behind these tariffs targeting Canada, Mexico, and China. Understand how these moves have disrupted traditional market drivers, causing significant ripples through U.S. equity futures and treasury yields. We'll dissect the motivations behind varied tariff rates and speculate on the lasting impact of such unpredictable negotiation tactics on international trade relations.
Shifting focus to the global stage, we'll analyze how U.S. tariffs on Canadian oil and gas could trigger wider economic repercussions, potentially escalating oil prices and slowing global growth. Learn about the domino effect on auto stocks across the U.S., Europe, and Japan, as supply chains become strained. We'll also touch on the looming challenges for tech giants like Apple, facing increased costs due to Chinese tariffs, and explore the unusual scenario where consumer spending is buoying the U.S. economy amid moderate GDP growth—a precarious balance that could tip with market fluctuations.
The episode doesn't stop at trade and tariffs. We spotlight the revolutionary strides in AI development by DeepSeek, examining how their energy-efficient technologies are influencing energy market trends, particularly the pivot towards natural gas for powering data centers. Lastly, we delve into the complexities of inherited IRA rules and heed Ray Dalio’s insights on the global debt crisis, offering practical strategies for personal finance management while underscoring the need for macroeconomic stability. Packed with insights, this episode equips you to navigate today’s volatile economic landscape with confidence.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
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January 27, 2025 | Season 7, Episode 4
Is expensive hardware truly essential for cutting-edge AI development, or has a groundbreaking revelation from China's AI sector turned that belief on its head? We unravel the unexpected ascent of DeepSeek and its revolutionary AI model, R1, which is challenging U.S. tech giants by defying the odds and thriving despite export controls. This episode examines the ripple effects on U.S. tech stocks, particularly the "magnificent seven," and questions whether the market's reactions are a fleeting response or herald a more profound shift in the tech landscape. With expert insights from Brad, we ponder the potential for cost reductions in AI development and the readiness of companies to adapt to these rapid advancements.
Current financial trends take center stage as we navigate significant downturns in major indices and commodities, including Bitcoin, oil, and gold. We explore the safe haven that is the Treasury market and its implications for Federal Reserve policies amidst geopolitical tensions. Key updates on AT&T’s earnings and tech stock performances provide a snapshot of the broader market environment, while recent U.S. policy moves regarding immigration and wildfire management policies round out our discussion. The anticipation surrounding the Federal Reserve's upcoming interest rate decision adds another layer of complexity to an already volatile market, offering insights into potential policy shifts.
As we gear up for a bustling week in the financial world, attention shifts to the impending economic data releases and earnings reports from heavyweights like Meta, Microsoft, and Tesla. We delve into the implications of potential Federal Reserve policy shifts and their impact on the bond market, particularly in light of rising yields and inflation concerns. The episode also uncovers the dynamic nature of Bitcoin and the introduction of new Bitcoin ETFs by Calamos. Additionally, insights from Barron's roundtable discussion illuminate OI Glass's strategic developments, while a critical reminder emphasizes the importance of personal risk assessment in investment decisions.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
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January 21, 2025 | Season 7, Episode 3
In our latest episode, we discuss the critical importance of long-term investments amidst unpredictable political landscapes and shifting market dynamics. By analyzing recent financial trends and historical data, we provide insights into successfully navigating current and future investment opportunities.
• Staying invested despite political uncertainty
• Trends in robotics and AI affecting future investments
• Historical performance of individual stocks versus the market
• Significance of letting winning stocks run
• Active bond management as a strategic alternative
• Impacts of inflation and interest rate predictions
• Upcoming earnings reports and market reactions
• Detailed analysis of notable stocks like Copang and J.M. Smucker
• Discussing the evolving bond market and investment strategies
By emphasizing these key points, we encourage our audience to think critically about their investment choices and prepare for potential market volatility ahead.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
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January 13, 2025 | Season 7, Episode 2
The episode provides an in-depth analysis of how rising interest rates and the ongoing wildfires in California are impacting financial markets in 2025. We discuss the implications for bond yields, stock markets, and insurance companies, while examining economic indicators contributing to these shifts.
• Understanding the bond market's response to rising long-term interest rates
• Discussion on how wildfires influence insurance rates and overall market sentiment
• Examination of individual stocks and sectors affected by changing economic conditions
• Insights on labor market data and its contradictory effects on the stock market
• Evaluation of potential implications for future earnings and valuations across different sectors
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
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January 6, 2025 | Season 7, Episode 1
What if you could navigate the unpredictable waters of the 2025 investment landscape like a seasoned pro? Get ready to unlock the secrets of booming market trends and lucrative investment opportunities that await in the new year. Our latest episode takes you on a journey through the economic milestones of 2024, highlighting an impressive 24% surge in the S&P 500 and the contrasting fortunes of growth versus value stocks. We'll unravel the stories behind the triumph of tech titans like Palantir Technologies and Nvidia, while examining the struggles faced by Walgreens Boots Alliance and Intel. With exciting developments on the horizon, including Microsoft's ambitious $80 billion AI data center plan, we'll set the stage for potential market shifts based on Nvidia's CEO's much-anticipated address.
Join us as we explore promising avenues in healthcare and consumer stocks, spotlighting giants like Eli Lilly, UnitedHealthcare, and Johnson & Johnson, amidst potential policy changes with RFK Jr.'s influence. We’ll dissect the tech sector's fierce competition between XAI and OpenAI, alongside Google's strategic advancements. Discover Apple's robust market position and its intricate ties with China, all while weighing the impacts of federal cases. We'll also guide you through the enticing realms of REITs, energy pipelines, and utilities, offering cautionary insights on junk bonds and convertibles. Finally, grasp the potential of European stocks, with BNP Paribas poised as a compelling opportunity in the international arena, especially as Federal Reserve rate cuts loom over dividends.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
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December 30, 2024 | Season 6, Episode 45
Our discussion reflects on the lessons learned from the financial markets in 2024, focusing on trends in interest rates, political implications, and goal-setting strategies for 2025. Emphasizing the importance of systems over mere goal-setting, we invite listeners to rethink their financial approaches as we transition into the new year.
• Reflection on key financial trends and events in 2024
• Analysis of the U.S. elections and their economic implications
• Discussion of momentum investing and market resilience
• Exploration of the relationship between currency strength and market performance
• Emphasis on systems versus goals in achieving sustainable success
• Insights and strategies for adapting to the upcoming financial year
Listen to our episode for vital insights you won't want to miss!
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
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December 23, 2024 | Season 6 | Episode 44
This episode focuses on strategic year-end considerations that can lead to better financial outcomes for 2025, emphasizing tax strategies, market sentiment, and valuable habits for improvement. Listeners are provided insights on stock performance expectations, particularly regarding value stocks and municipal bonds, alongside practical advice for managing their investment portfolios amidst upcoming market uncertainties.
• Importance of year-end tax strategies
• Tips on reducing tax liabilities with gains and losses
• How personal practices affect stress and decision-making
• The Federal Reserve's impact on market sentiment
• Value stocks vs. high-growth stocks
• Overview of notable stocks and potential investments
• The case for municipal bonds in the current market
• Portfolio management tips for 2025
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
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December 16, 2024
Season 6 | Episode 44
This episode dives into the evolving views of Bitcoin among Wall Street leaders, highlighting a shift from skepticism to cautious optimism. It also covers the upcoming Federal Reserve meeting and Barron's predictions for market performance and key stocks in 2025, providing listeners insights into navigating the financial landscape.
• Discussion of Bitcoin’s recent surge to $104,000
• Examination of Wall Street leaders' changing views on Bitcoin
• Anticipated interest rate cuts by the Federal Reserve
• Analysis of Barron's predictions for 2025 financial markets
• Insight into ten stocks identified as potential outperforms
• Exploration of market dynamics between speculation and technology
• Key takeaways for investor strategies moving forward
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
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December 9, 2024
Season 6 | Episode 43
Unlock the secrets to navigating the rapidly shifting landscape of cryptocurrency and financial markets with us. As Bitcoin breaks the $100,000 barrier, we explore how this pivotal moment is reshaping perceptions among investors and influential voices. We'll consider President-elect Trump's ambitious plans to establish the U.S. as a frontrunner in the crypto world and delve into the broader implications of embracing change in both investments and life.
Stay informed with our comprehensive market updates and strategic insights. From the recent shifts in the S&P, Nasdaq 100, and Dow futures to the significant global events like the Assad regime's overthrow, we bring you the latest developments that could impact your financial decisions. Discover how China’s monetary policy shifts and Omnicom's acquisition of Interpublic are influencing global markets. With a keen eye on economic indicators and the potential for a Santa Rally, we examine the interplay of positive forces and potential risks impacting interest rates and the stock market.
Join our guest, Brad, as he shares his expertise on municipal bonds and the unique supply and demand dynamics they face compared to corporate and federal debts. With a focus on year-end portfolio rebalancing and insights into the municipal bond landscape, we provide strategies for thoughtful investment amidst economic policy shifts under the Trump administration. From Bitcoin trends to retirement planning advice, our episode encourages listeners to craft resilient investment strategies in a dynamic financial environment.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
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December 2, 2024
Season 6 | Episode 42
Explore the strategies that could make 2025 your best financial year yet. How do you prepare your portfolio for a new year following a phenomenal performance by U.S. equity markets in 2024? We promise you'll walk away with a solid understanding of how to navigate these dynamic times, featuring insights into portfolio rebalancing and the lesser-known tax implications that can make or break your year-end financial planning.
We'll guide you through the latest twists and turns of the global market. Discover how geopolitical tensions, such as President-elect Trump's tariff threats and French political instability, are influencing U.S. stock futures and international markets. Get the lowdown on major corporate shake-ups and successes, from Intel's executive changes to Disney's cinematic triumphs, and the intriguing political landscape stirred by President Biden's controversial decisions. Plus, don't miss our preview of key economic reports that could impact your investment decisions.
As we look toward 2025, we'll unravel the complexities of the bond and fixed income markets. Learn why the $6.74 trillion Treasury issuance could reshape fiscal policies and interest rates, and uncover the opportunities hiding in Treasury yields and corporate debt. Emphasizing the importance of understanding your investment goals and risk tolerance, we offer practical resources for informed decision-making. Whether you're a seasoned investor or just getting started, this episode equips you with the knowledge to navigate the ever-evolving financial landscape.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
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November 25, 2024
Season 6 | Episde 41
Unlock the secrets to navigating President-elect Trump's bold financial strategies and cabinet picks! Join us as we dissect the establishment of the Department of Government Efficiency (DOGE) spearheaded by visionaries Elon Musk and Vivek Ramaswamy. These leaders aim to slash $2 trillion from the federal budget, presenting a compelling challenge for reducing discretionary spending amidst rising national debt interests. We'll analyze the potential extension of the Tax Cut and Jobs Act and its implications on deficit reduction, alongside market reactions to NVIDIA's robust earnings and Google's optimistic valuation, as highlighted by Barron's.
Shift your focus to the shifting sands of global trade, where we're observing a notable decline in China's share of U.S. imports while certain industries remain tethered to Chinese manufacturing. We'll explore how Scott Besant's appointment as Treasury Secretary is bolstering market confidence, and unravel complex economic indicators that might nudge Federal Reserve policy. Discover how natural gas exports could evolve under new leadership, and stay informed with the latest corporate updates from Comcast and Macy's. Plus, catch a glimpse of market dynamics across Asia, Europe, and a noteworthy report on Israel and Hezbollah.
Stay ahead of the curve as we dive into the electrifying world of cryptocurrency, with Bitcoin's meteoric rise nearing the $100,000 milestone. We'll explore the ripple effects this surge has across various markets, including MicroStrategy's daring move to issue $3 billion in convertible notes for Bitcoin acquisition. With insights from New York Fed President John Williams on the economic horizon amidst soaring interest rates, and Barron's stance on Alphabet's resilience, this episode is packed with essential financial education and strategic investment ideas from Barron's and other financial news sources. Let Mr. Keith Lanton guide you through considering risk tolerance and investment goals, ensuring your financial decisions are as informed as they are strategic.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
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November 18, 2024
Season 6 | Episode 40
Unlock the secrets of the financial markets as we navigate the intricate world of investing by examining the powerful interplay between probabilities and psychology. How do year-end strategies and new information affect investor behavior? Discover the art of decision-making in investing, drawing parallels to everyday choices like selecting a mode of transportation. Reflect on the emotional rollercoaster of potential gains and losses, akin to the thrill of gambling, as we discuss these fascinating insights.
Explore the ever-changing dynamics of stock and bond markets with a keen eye on inflation and interest rates. As these economic factors shift, we analyze their impact on investment decisions, highlighting the growing allure of bonds amidst rising interest rates. With a careful look at market reactions to economic indicators and political developments, we draw lessons from historical parallels, underscoring the importance of understanding market psychology to navigate potential downturns.
In the final segment, we turn our focus to the current financial landscape, from the challenges faced by the airline industry to the booming demand for AI data centers. Gain insights into Spirit Airlines' bankruptcy and the opportunities presented by regulatory changes for major airlines. We also spotlight the role of companies like NVIDIA and Oracle in the AI sector and share valuable tax planning strategies to help you optimize your financial outlook for the coming year. Join us for a comprehensive exploration that will equip you with knowledge and strategies to enhance your financial journey.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
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October 28, 2024
Season 6 | Episode 39
Unlock the secrets of an ancient tradition's surprising link to stock market success. Discover how the Halloween strategy could transform your investing game, along with an intriguing peek into the origins of Halloween itself. We'll dive into the heart of the market's pulse, from the S&P 500's "Magnificent 7" to undervalued gems waiting to be discovered as earnings season heats up. Join Brad and the team as we navigate the twists and turns of global events and their ripple effects on financial markets, from oil price shifts driven by geopolitical tensions to the political stage's influence on indices.
Explore the unpredictable dance of the bond market and how it might impact your wallet, especially if you're dealing with variable rate debt. We'll uncover the stories of companies like Ford, defying expectations, and examine the significance of bond market volatility and its historical echoes. As the political landscape looms large, we caution against making hasty investment choices based on election predictions and instead spotlight undervalued opportunities like Viatris. Whether you're a seasoned investor or just curious about the financial world, this episode promises a well-rounded snapshot of the economic landscape and potential pathways to profit.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
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October 21, 2024
Season 6 | Episode 38
Ever wondered how election outcomes might reshape your investment portfolio? We promise a comprehensive understanding of market dynamics as we approach Election Day, offering insights into how you can strategically position your investments amidst potential political shifts. We explore the cautious sentiment shadowing the stock market following a remarkable equities rally. Dive into Goldman Sachs' forecast on U.S. equity returns, and discover why sectors like nuclear energy and companies like Costco could be key to unlocking future investment opportunities.
Catch up on the latest market movements with a focus on the S&P 500's recent dip and pivotal earnings reports from giants such as Tesla and Humana. Gain a deeper understanding of geopolitical tensions in the Middle East and Moldova's EU referendum, while we also dissect the current political landscape with Vice President Harris leading in national polls. Learn about the broader economic indicators affecting sectors like housing, and what high mortgage rates might mean for future market trends.
Finally, explore the evolving market trends where the dramatic fall in electric vehicle prices and economic power shifts between the U.S., Europe, and Japan come into focus. Discover how the resurgence of nuclear energy and Costco's bold urban expansion in Los Angeles might redefine future growth strategies. We wrap up with a spotlight on Disney's leadership reshuffle, analyzing what James Gorman's appointment as chairman could mean for the company's stock and the strategic direction under Bob Iger's continued leadership.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
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October 12, 2024
Season 6 | Episode 37
Join us for a captivating exploration of today’s financial landscape with our esteemed guest, Mr. Keith Lenton, as we draw parallels between the voyages of Christopher Columbus and the modern journey through markets. As bond markets take a pause on Columbus Day, the stock exchanges remain active, setting the stage for an enlightening discourse on the U.S. deficit. Discover how September's unexpected market performance and the relatively calm October provide a backdrop for understanding the impact of rising interest rates on the national debt, with interest payments now surpassing even Medicare spending.
We also bring you insights from the renowned real estate analyst Ivy Zellman, who sheds light on the complexities of the U.S. housing market. Despite the apparent quietness in sales, Zellman reveals the true challenge is a lack of housing supply rather than demand. With mortgage rates unlikely to drop soon, learn about the potential for margin compression in homebuilding and the particular vulnerabilities in markets like Florida and Texas. This segment also highlights the earnings reports from major companies such as UnitedHealthcare, Johnson & Johnson, and Netflix, painting a comprehensive picture of the current financial climate.
In our final segment, we turn our attention to the telecommunications and bond investing sectors. Gain valuable perspectives from Barron's on T-Mobile's market strategies and their fiber connection challenges. Greg Hall from PIMCO provides a deep dive into active bond fund strategies, explaining why they might outperform stock funds due to the unique nature of the bond market. We discuss Barron's take on high-yield bonds, risk management, and highlight investment options like iShares BB Rated Corporate Bond and Van Eck Fallen Angel High Yield Bond ETF. This insightful discussion concludes with Barron's key considerations for anyone seeking higher income investments in today’s low-rate environment.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
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October 7, 2024
Season 6 | Episode 36
Unearth the complexities of global markets with us as we explore how demographic shifts are reshaping economic landscapes worldwide. How are events like the anniversary of Hamas's attack on Israel, ongoing regional instabilities, and a robust employment report influencing oil, stock, and bond markets? We'll uncover the ripple effects of geopolitical tensions through insights from financial titans like Barron's, Goldman Sachs, and Morgan Stanley. Also on the docket is a deep dive into labor dynamics, focusing on the Longshoremen's Union strike, and what it reveals about inflation and the challenges posed by an aging population.
As the world's population ages, what are the economic implications for inflation and consumption? We tackle this question by examining the rising demand for senior-centric services and the shifts in spending habits towards healthcare and technology. The episode also puts a spotlight on the psychological impact of the 10-year Treasury yield hitting 4% and the intriguing possibility of a "no landing" scenario. Join us as we ponder the resilience of the labor market, explore AI advancements, and analyze key economic indicators like the Consumer Price Index and major banks' earnings. Through expert opinions and strategic insights, we offer a hopeful outlook for US stocks amidst persistent geopolitical tensions.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
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September 23, 2024
Season 6 | Episode 35
Can a 50 basis point rate cut by the Federal Reserve really pave the way for a balanced economic future? Tune in to uncover the implications of this bold move, as Chairman Powell highlights the importance of "recalibration." We’ll break down how the S&P 500, Dow, and NASDAQ have responded, and why investors are feeling optimistic about the intricate dance between lowering rates, inflation, and economic growth. We’ll also touch upon the strength of the labor market, possible future rate adjustments, and some emerging economic concerns. Plus, Brad shares his thoughts on the bond market post-Fed decision and we dive into individual stock analyses, including Apple and key industrial stocks.
In our second segment, we broaden our lens to global markets and economic trends. From the complexities of building an institutional portfolio to the risks of over-diversification, we cover it all. Insightful discussions await on investor anticipation of central bank actions across the US, Europe, and China, and how corporate giants like Intel and Qualcomm are making headlines. We’ll also provide a detailed outlook on upcoming earnings reports from companies such as Syntos, Micron Technologies, Accenture, and Costco. Lastly, we wrap up with a market performance outlook, discussing subdued return forecasts, the slowdown in AI investments, and a thorough stock analysis from Barron's focusing on Apple’s resilience and SiriusXM’s valuation and dividend potential. Don't miss this packed, insightful episode!
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
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September 16, 2024
Season 6 | Episode 34
Can a disciplined investment plan save you from costly mistakes? Join us as we navigate the turbulent waters of market volatility and the looming Federal Reserve interest rate decision. We spotlight the invaluable role financial professionals play in guiding investors through emotional traps, backed by insights from a recent Morningstar study. This episode also addresses the housing market crisis, examining its roots and exploring promising sectors outside of technology. Plus, we draw a fascinating parallel between a 1980s market darling and today's NVIDIA, offering a fresh perspective on why this historic stock might still be a gem.
Get ready for a comprehensive analysis of central bank decisions and their ripple effects across various economic sectors. Discover the surprising impact on the premium coffee market, with Arabica bean prices soaring due to supply disruptions. We'll dissect upcoming economic reports and the Federal Reserve's potential interest rate cuts, assessing their broader economic implications. Finally, we tackle the future of AI, spotlighting Oracle's recent earnings and strategic partnerships, and the ongoing housing crisis with potential solutions like the adoption of a value-added tax (VAT). Tune in for a thorough exploration of market behavior, economic consequences, and future opportunities.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
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September 9, 2024 | Season 6, Episode 33
What if we told you that the 23rd anniversary of September 11th holds profound insights not just into our collective memory but also into the dynamics of September's financial markets? Tune in as we navigate the turbulent waters of recent market movements, with Broadcom's earnings guidance and softer-than-expected jobs data taking center stage. We'll dissect how these factors are shaping retirement portfolios, re-examine Jim Cramer's weekend insights, and consider the potential impacts of imminent CPI and PPI reports. Don't miss the compelling discussion on the resurgence of nuclear energy and the rise of Celsius in the energy drink market.
Prepare to gain invaluable knowledge about this week's financial market landscape. We'll analyze recent earnings reports from Oracle, Signet Jewelers, Kroger, and Adobe, identifying key trends in data center spending, consumer behavior, and AI advancements. The bond market remains a hot topic, with analysts debating future Fed rate cuts, while major stock market moves—like Apple's product launch and Google's antitrust trial—are also scrutinized. Plus, we’ll cover broader economic issues like Bitcoin ETF outflows, China's economic slowdown, and its ripple effects on U.S. companies. Expect to hear updates about Merck, Boeing, Arm Holdings, US Steel, and Big Lots.
Finally, we'll delve into the resurgence of nuclear power in the U.S. and the dynamic role of tech leaders like Bill Gates and Sam Altman. Companies such as Constellation Energy and Vistra are experiencing significant stock gains amid increasing public support. The Biden administration's ambitious goals to triple nuclear capacity by 2050 will be examined, along with the challenges posed by lengthy construction timelines. Additionally, we'll explore the rise of Celsius Energy as a healthier alternative in the booming energy drink market. This episode is a rich tapestry of market updates, investment strategies, and cutting-edge energy innovations—essential listening for anyone keen to stay ahead.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
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September 3, 2024
Season 6 | Episode 32
How does the Federal Reserve navigate the stormy seas of high interest rates and inflation? In this episode, we uncover the critical role of the Fed in balancing the economy, especially as we inch closer to their pivotal meeting on September 17th and 18th. Get ready to explore the historical tumult of September and October in the markets, the climbing costs of raising a family in America, and insights from Barron's on individual stock ideas. We'll also highlight the significance of the municipal market and analyze the investor exuberance in today's booming stock market, pointing out the potential pitfalls of such high enthusiasm. Join us as Brad provides an in-depth analysis of the bond market and its vital influence on other asset classes.
As we brace for the unpredictable month of September, we'll address the skittish sentiment of investors amid a contentious presidential election and the influence of tech behemoths like NVIDIA. Despite stellar earnings reports, sky-high market expectations have led to stock sell-offs, reflecting the fragility of investor confidence. We'll delve into the early August market dip and subsequent bullish inflows into US equity funds, driven by upbeat economic indicators and anticipated Fed rate cuts. With an eye on safe havens like gold and the US dollar, we'll provide a measured outlook for year-end. Plus, don't miss Barron's analysis of Broadcom's upcoming earnings report and the crucial Bureau of Labor Statistics' jobs report for August, shedding light on their market and economic implications.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
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August 19, 2024
Season 6 | Episode 31
What if the Federal Reserve's next move could reshape your financial future? Tune in to our deep dive into the Fed's storied past and its pivotal role in today's market dynamics. We'll uncover crucial moments from the Panic of 1907 to Nixon's influence on Arthur Burns, and explore how these historical events still reverberate through today's economic landscape. With Jerome Powell's anticipated speech at the Jackson Hole Symposium just around the corner and a potential rate cut on the horizon, we dissect what these developments could mean for investors and the broader economy.
Join us as we navigate the currents of global financial markets, with insights from our expert guest, Jeff Curry. We'll highlight the latest market movements, corporate acquisitions, and the emerging trends that could spark a new commodity boom. From the bond market's subtle shifts to the strategic gold hoarding by nations like China and Russia, we provide a comprehensive analysis to keep you ahead of the curve. And don't miss Brad's incisive commentary on these critical developments, offering a unique perspective on what lies ahead for the financial world.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
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August 12, 2024
Season 6 | Episode 30
What if the secret to winning one of the most pivotal elections in U.S. history lay in the hands of an underdog with a vision? Join us as we travel back to 1860 and uncover how Abraham Lincoln, a little-known one-term Whig representative from Illinois, rose to prominence as the Republican nominee. We'll break down his strategy against formidable opponents like Stephen Douglas and John Breckinridge, and reflect on how his political savvy helped him secure victory in a deeply divided nation. This not only sheds light on our historical roots but also offers a fresh perspective on today's polarized political landscape.
Shifting to the world of finance, we dissect the turbulent performance of the S&P 500 and Nasdaq, driven by mixed earnings reports and macroeconomic factors. Discover how the yen situation in Japan and tech company earnings have influenced market sentiment, and learn why experts advocate for a diversified, long-term investment approach. Whether you're eyeing undervalued sectors or curious about opportunities in smaller and mid-sized companies, we offer insights to help you navigate the current financial climate with confidence.
In our final segment, we tackle critical topics affecting your financial future. From conservative investment strategies and the potential changes to Social Security taxation to the economic impact of aging populations in the U.S. and China, we've got you covered. Insights from experts like Torsten Slocke from Apollo Global illuminate key factors driving inflation and offer strategies for managing market volatility. Plus, get the latest on industry movers like Alphabet and Parker Hannafin, and learn how to assess your risk tolerance and investment goals in this ever-changing market landscape.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
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August 5, 2024Season 6 | Episode 29
Ready to unravel the complexities behind one of the most volatile market days of the year? Join us as we dissect the chaos of August 5th, 2024, a day marked by surprising twists and seismic shifts across the global economy. From abrupt Federal Reserve movements to Warren Buffett's latest maneuvers, and from Mars’ ambitious plans to acquire Kelanova to Japan’s unexpected rate hike, we cover it all. You'll gain valuable insights into the tech sector’s sharp sell-off, Bitcoin's relentless instability, and the bond market's reaction to emergency rate cut speculations. Additionally, we delve into how rising geopolitical tensions in the Middle East are shaking up oil prices and cryptocurrencies.
We also take a hard look at the labor market's latest trends, focusing on the significant impact these changes are having on bond yields, equity markets, and major stock performances like NVIDIA, Apple, CrowdStrike, and Coinbase. Our analysis extends to the dramatic drops in Asian markets, spotlighting Japan's Nikkei's largest plunge since 1987. Plus, we scrutinize the latest unemployment statistics and their potential to reshape inflation and economic expectations. Wrapping up, we present a historical perspective on the Bureau of Labor Statistics' methodologies, shifts in American spending habits over the decades, and the looming challenges Merck faces with its blockbuster drug Keytruda in the face of biosimilar competition and Medicare pricing changes.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
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Can the aging population reshape your investment strategy? Tune in to uncover Jeremy Siegel’s expert insights on how increasing lifespans are impacting the financial world. We discuss the turbulent times of July and August in the equity markets, highlighting significant earnings reports and key economic updates from the U.S. Federal Reserve and Japanese central bank. Get ready for a deep dive into the complexities of inherited IRAs and the new IRS guidelines that could affect your financial planning.
Are you maximizing your annuity options? We break down real-world examples of single premium immediate income annuities and deferred income annuities, using a $200,000 investment scenario to illustrate potential returns. We’ll also bring you up to speed on the current market trends, including S&P, Dow, and Nasdaq futures, and crucial international market movements. Plus, don’t miss our coverage of geopolitical tensions and political developments that could influence your investments.
What’s next for Charles Schwab stock amid market volatility? Discover the reasons behind its recent sell-off and leadership's confidence moving forward. We also shed light on the potential return of an uninverted yield curve and key strategies to manage reinvestment risk. As always, we emphasize the importance of a diversified portfolio for long-term stability. Stay tuned for actionable advice and market predictions to help you build a robust investment strategy.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
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July 22, 2024
Season 6 | Episode 27
Can President Biden’s shocking exit from the 2024 election reshape the financial markets? Find out as we dissect this unexpected political move and its broad implications. We'll explore the shift from mega-cap tech giants to value stocks, and what this rotation means for your investment strategy. Aging isn't just a number—it’s a financial game-changer. We’ll arm you with essential statistics and insights into how longer lifespans are transforming retirement planning and investment priorities. Plus, we bust the myth that older workers can’t keep up with technology as remote work becomes increasingly popular among the seasoned workforce.
How are markets reacting to Kamala Harris stepping into the race? Discover the subtle yet intriguing market movements in response to this political shift. We’ll break down sector-specific trends, including semiconductor stocks making gains, and offer a sneak peek at what’s happening in Treasuries and commodities. Are we about to see a Trump renaissance? We’ll speculate on the potential market impacts of a Trump presidency, focusing on economic policies that could influence the dollar and Federal Reserve actions. Plus, don’t miss our take on FEMSA, the Mexican holding company with promising growth in Latin America and potential U.S. market entry as discussed in this weeks Barron's. Join us for a comprehensive look at these critical developments and more!
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
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July 15, 2024
Season 6 | Episode 26
Can the shocking news of an attempted assassination on former President Trump really sway financial markets? Find out how this unprecedented event has led to a surge in the dollar and US stock futures while hitting treasuries hard. We'll also explore the profound implications of increased longevity on your financial planning and investment strategies. With Americans living longer, nearing an average life expectancy of 80 years, we underscore the importance of maintaining equity exposure as you age and what that means for your retirement plans and multiple careers. Plus, discover the surprising way older generations are leveraging their tech-savviness and how evolving family dynamics are shaping financial decisions.
Get the latest scoop on market trends and key earnings reports that are setting the tone for today’s financial landscape. Companies like Goldman Sachs and BlackRock are exceeding expectations, driving positive early trading responses, while Apple and NVIDIA shine with promising upgrades. We also cover the mixed performance of overseas markets and the geopolitical events influencing commodities like oil and gold. Looking ahead, we’ll discuss upcoming earnings from major financial and healthcare firms, retail sales data, and reveal Barron's roundtable predictions. Don't miss our deep dive into the growing concentration of U.S. household wealth among older Americans and the exciting potential in the tech sector, featuring insights on generative AI infrastructure and investment opportunities in companies like Broadcom, NVIDIA, Mercedes-Benz Group, and Aurora Innovation.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
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July 8, 2024
Season 6 | Episode 25
What if you could navigate the complexities of today's financial markets with the precision of Warren Buffett and the insight of Charlie Munger? In our latest episode, we promise to arm you with everything you need to know about the recent record highs in the S&P and NASDAQ, driven by large-cap AI stocks, and how these could influence your investment opportunities for the latter half of the year. We’ll decode the potential impacts of the upcoming election cycle, interest rates, and a possible Federal Reserve rate cut. Get ready to grasp the implications of the rising deficit on Treasury yields with exclusive perspectives from investment legends Buffett and Munger.
Join us as we uncover the intriguing trend of Generation Z leading the charge in stock market involvement and the fascinating overlap between stock trading and sports betting. We also offer a global market update, focusing on the mixed performances across Asia and Europe, and touch upon political dynamics in France and Israel. Domestically, key highlights include Fed Chair Jerome Powell's upcoming testimony and the release of the Consumer Price Index. We also preview the earnings season, spotlighting major banks and S&P 500 companies. Together, we’ll explore the historic evolution of market champions and potential investment opportunities, including the Magnificent Seven of today's market and sectors that could benefit from lower interest rates.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
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07/01/2024
Season 6 | Episode 24
What drives generosity and moral behavior in the shadows of anonymity? Explore the fascinating intersection of human nature and financial markets as we kick off the third quarter of 2024 with a deep dive into how our actions are influenced by the eyes—or lack thereof—watching us. We’ll unpack various studies and experiments, then shift gears to give you the latest market updates, including the bullish trends in S&P, Nasdaq, and Dow futures, and the unexpected surge in Chewy's stock thanks to Keith Gill’s investment. Plus, catch up on pivotal events in Europe and the Asia-Pacific region, rising oil and gold prices, President Biden’s 2024 campaign decision, and Disney Pixar's astounding success with "Inside Out 2."
Are you wary of the next big tech promise? Eric Savitz joins us to dissect the tech industry's history of overhyped innovations versus real game-changers. We'll explore the potential of artificial intelligence and self-driving cars while discussing oil stocks as a strategic hedge for tech-heavy portfolios—ExxonMobil gets a special mention for its promise. Finally, we’ll navigate the choppy waters of equity markets, examining Honeywell’s growth prospects and NVIDIA’s recent pullback. To top it all off, we’ll dive into income investment strategies, spotlighting bonds, mortgage securities, and high-yield sectors. Don’t miss this comprehensive outlook to inform your investment decisions!
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
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June 17, 2024
Season 6 | Episode 23
Can tariffs shape the future of our economy as much as they've defined our past? Unravel the complex history and modern implications of tariff policies from their origins with George Washington to their current implementation under Presidents Trump and Biden. We'll guide you through the lasting impact of tariffs on financial markets, the pivotal role they played during the Civil War, and their evolution post-Great Depression and World War II. This episode is your ultimate resource for understanding how historical economic strategies continue to influence modern financial landscapes.
Dive into the remarkable market dynamics dominated by tech titans such as Microsoft, Apple, and Nvidia, which have collectively reshaped the S&P 500 and NASDAQ 100. We explore these companies' unprecedented market cap achievements and their significant sway on market volatility. Alongside this, we'll discuss rising government debt, changing consumer behaviors, and groundbreaking technological advancements, like TDK’s innovation in solid-state batteries. Our insights will help you navigate the intersection of technology's rapid progress and evolving economic trends.
Starbucks' journey through market challenges and opportunities is another focal point of our discussion. Despite its recent underperformance, we analyze the coffee giant's growth strategies, innovative adaptations, and the hurdles it faces. Brad joins us to shed light on the unexpected strength in treasury yields and the fixed income markets, driven by recent economic indicators and institutional buying. Whether you're a seasoned investor or new to the world of finance, this episode is packed with valuable insights to help you understand the complex interplay between historical policies and current market trends.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
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June 10, 2024 |Season 6| Episode 22
Is the economy really teetering on the edge of a recession, or are we all just misreading the signs? Today, we dissect the paradox of choppy economic data juxtaposed with a robust stock market as we approach the midpoint of 2024. We cut through the noise to address public misconceptions about GDP growth and market gains, despite many Americans mistakenly believing the opposite. We'll shed light on recent labor market surprises, the impact of rising interest rates and inflation on various demographics, and the critical indicators that the Federal Reserve monitors in shaping future policies.
In our tech segment, get ready for an exciting glimpse into the future as we explore Apple's transformation of Siri into a comprehensive digital assistant powered by cutting-edge AI. From text summarization to language translation, find out how Apple plans to revolutionize your daily tech experience. We also spotlight the booming demand for AI chips, featuring key players like NVIDIA and Broadcom. Wrapping up, we dive into Bill Ackman's new closed-end fund, Pershing Square USA, and analyze its potential benefits for investors. Plus, catch the latest corporate news, including major business moves and insights on the Federal Reserve's role in shaping the economic landscape. Don’t miss this episode packed with invaluable insights and the latest developments!
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
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June 3, 2024
Season 6 | Episode 21
Can the NASDAQ maintain its momentum after a stellar 6.9% gain in May? Join us as we dissect the latest developments in the financial markets, from the recent profit-taking in Nvidia shares to the evolving bond market dynamics. We'll explore Barron's intriguing perspective on the Federal Reserve's stance for the rest of the year and uncover investment opportunities both in short-term municipal bonds and long-term preferred stocks. With the second-quarter earnings season nearly wrapped up, we also highlight the impressive earnings and revenue surprises from S&P 500 companies and what these metrics mean in the context of historical averages and current interest rates.
Get ready for early trading insights as Nvidia's product updates stir optimism, meme stocks like GameStop surge, and tech giants like AMD and Taiwan Semi make headlines with new collaborations. We'll cover Best Buy's recent upgrade, overseas market gains, and the latest economic indicators including PMI data and the European Central Bank’s anticipated rate cut. Veteran value manager Bill Nygren's strategic moves will be on our radar, alongside the ongoing bond market uncertainty and differing expert opinions on future interest rates. Finally, we dive into the allure of preferred stocks with yields above 7%, making them a focal point for savvy investors. Tune in for a comprehensive market analysis and actionable investment strategies as we navigate June 2024.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
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May 28, 2024
Season 6 | Episode 20
Can the old saying "sell in May and go away" still hold water in today's unpredictable stock market? Join us as we unravel the complexities of May's stock market performance and why adhering to this age-old advice might not be the best strategy this year. We'll explore the transition to T+1 settlement for securities transactions and its potential to reduce market risk and enhance efficiency. Dive into historical investment strategies, from shorting the Mexican peso during Trump's era to the unexpected surge in fossil fuel stocks under Biden, and find out where Goldman Sachs went wrong with its 2024 Treasury yield curve prediction. We'll also discuss the Dow's recent activity and what it might signal for the future.
The second part of our episode takes a closer look at the rising threat from Chinese electric vehicle manufacturers, drawing striking historical parallels with past economic power shifts. Discover how Chinese companies, leveraging ample resources and low labor costs, are positioning themselves to challenge American automakers, and what this means for the future of the automotive industry. Lastly, we'll break down recent market trends, including short-term consolidation prospects and the current interest rate landscape. With insights from economist Campbell Harvey on the yield curve's recession predictions and Brad's latest takes on the Treasury and municipal bond markets, this episode is packed with crucial information for any market watcher.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
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May 20, 2024
Season 6 | Episode 19
Grapple with the complexities of a surging inflation rate and its implications on our wallets as we approach Memorial Day. It's a hot topic that can't be ignored, and throughout this episode, we navigate the choppy waters of a post-pandemic economy, examining the Federal Reserve's battle against inflation through interest rate hikes. By understanding the origins and persistent nature of our current economic state, from supply chain shake-ups to shifts in consumer spending, we uncover the significance for investors and everyday spenders alike. Jamie Dimon, CEO of JPMorgan, lends his expertise and insights, painting a vivid picture of an economy at a critical juncture, facing a shrinking workforce and rising wages.
This session peels back the layers of economic policies and their real-world repercussions. With interest rates on the rise, we discuss the dichotomy of the wealthy benefiting from increased interest income, while those without savings are hit hardest by inflation's sting. The digital economy's resilience against traditional downturns and the Inflation Reduction Act's impact also come under scrutiny. We delve into the data from consumer surveys and industry leaders' perspectives to assess whether the Fed can steer us towards the elusive 'soft landing' amid these turbulent financial times.
Corporate giants and consumers alike are shifting tactics in response to inflation's squeeze. We analyze how companies like McDonald's and Kraft Heinz are reshaping strategies to maintain consumer loyalty. Exploring changes in the travel industry, tech market fluctuations, and the broader geopolitical stage, we offer a comprehensive view of the current economic landscape. Additionally, we examine the exciting intersection of artificial intelligence and smartphone technology, where firms like Qualcomm and Arm Holdings are spearheading a revolution, and consider Bloom Energy's promising role in the energy sector's future. Join us for this rich analysis, as we seek to understand how today's economic trends will shape tomorrow's opportunities.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
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May 13, 2024
Season 6 | Episode 18
Embark on a journey through the intricate web of the US economy and financial markets with me, Keith Lenton, where we'll unravel the complex interplay of corporate earnings and the looming shadow of national debt. Prepare to be enlightened on how these earnings are the linchpin for the stock market's stability and the unforeseeable ways soaring interest rates might fan the flames of inflation. In our latest episode, we dissect the strategic energy pivots from the Trump to Biden administrations and consider the strategic petroleum reserve's critical role in this energy chess game. Plus, Brad offers his seasoned perspective on bond market trends—insights you won't want to miss.
The financial landscape is ever-evolving, and this episode brings you to the forefront of the latest market trends and policy shifts that are shaping our economic future. We highlight the giants of Silicon Valley, from Apple's recent maneuvers to Microsoft's expansion into France, and analyze the potential impacts of Fed actions and presidential policies on your pocketbook. As for those thinking about retirement, our conversation on the advantages of postponing Social Security benefits could be a game-changer. All this, underpinned by a deep dive into the reliability of the economic data that guides the Fed's hand, ensures you're armed with the knowledge to navigate these turbulent financial waters.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
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May 6, 2024
Season 6 | Episode 17
Discover the intricate dance between consumer spending habits and inflation—Keith Lantin joins me to dissect the Federal Reserve's recent inaction on interest rates and Chairman Jerome Powell's composed approach, despite the inflation alarms sounding off. Drawing from insights in The Wall Street Journal, we parse the subtle signs that inflation might be taking a positive turn, all while considering the implications of Warren Buffett's latest musings on fiscal policy and the economy during the Berkshire Hathaway meeting. As we explore the interplay between market confidence and inflation, you'll grasp the nuanced strategies corporate America employs to navigate this complex environment.
Venture with us through the volatile landscape of commodities as geopolitical tensions and Chinese gold acquisitions send prices on a rollercoaster ride, with potential Israeli military actions only adding to the suspense. We'll navigate the political currents affecting the markets, unpack the financial narratives of companies like Spirit Airlines and BioNTech, and examine the latest economic indicators shaping investor sentiment. By the end of our journey, you'll be armed with a balanced approach to portfolio management, ready to face the unpredictable tides of the economic sea with a well-crafted investment strategy that stands the test of time and uncertainty.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
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April 29, 2024
Season 6 | Episode 16
Spring into the financial future as we dissect the latest economic indicators and their sway over the markets! Could stagflation be the specter haunting our economic outlook as we edge toward 2024, or is the market's trepidation overplayed? I'll guide you through the GDP and inflation landscape, interpreting the implications for investor sentiment and the persistent enigma of inflation's stubbornness. The Federal Reserve's interest rate dance and the impact of productivity on sustaining growth without the sting of inflation are also on the agenda. With an ear to the ground, we anticipate the buzz of tech giants' earnings reports and glean wisdom from the venerable Warren Buffett at the annual Berkshire Hathaway meeting.
Join me for an analytical journey where we scrutinize the Federal Reserve's balance sheet maneuvers and the treasury's cash hoard. We'll contemplate how these financial levers could influence your portfolio and the broader economy. Gaze into the crystal ball with me as we explore Microsoft's massive bet on AI, the vitality of small businesses, and the optimism of experts like Moody's Mark Zandi who are betting against a recession. All this, woven together with a look at international markets, commodity updates, and the pulse of the US economy, creates a tapestry of insights that could redefine your market perspective.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
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April 22, 2024
Season 6, Episode 15
Dive headfirst into the heart of the financial markets; we're dissecting everything from the tech sector's earnings groove to the implications of recent market pullbacks for your investment portfolio. As bond yields rise and pension funds shift their strategies, we're here to unpack the necessity for investors to recalibrate their risk radar. Holidays like Passover and Orthodox Easter serve as a backdrop to our deep exploration of a slew of factors impacting your money moves—from the US-China tango affecting global dynamics to the electric vehicle race, the gripping advances in AI, and the endurance test facing our electrical grids. And let's not breeze past the elephant in the room: inflation's grip and the chess game of political maneuvers that play out on the market's valuation board.
Feeling the earth move under the markets? You're not alone. We're honing in on the seismic shifts, where robust retail sales fan the flames of inflation fears and interest rate hike speculations. The geopolitical chessboard is set, with pieces like Iran and Israel nudging oil prices and potentially rocking the market's boat. Watch closely as the S&P 500's latest dance around its 50-day moving average might just be foreshadowing a broader economic ballet—or stumble. But it's not all about the doom and gloom; we're also spotlighting commodity trends and prepping you for the symphony of earnings reports that could sing volumes about where we're headed next.
And for the grand finale, we're journeying into the AI revolution that's transforming industries and daily life as we know it. From political scuffles playing out in real-time to tech giants' earnings suspenses, we're analyzing AI's role across the board. Healthcare innovations are saving lives, consumer tech is brimming with potential, and industries like energy are on the cusp of transformation. Remember, the insights shared in our conversation are just the tip of the iceberg, meant to edify and inspire your personal investment strategy. So plug in, tune out the noise, and let's chart the course through these thrilling and unpredictable market waters together.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
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April 15, 2024
Season 6 | Episode 14
Unravel the intricacies of a world where finance and global politics collide head-on, and discover how they shape our investment decisions. As the ticking clock counts down to the April 15th tax deadline, we're here to arm you with the insights you need to navigate the murky waters of tax filings, extensions, and last-minute IRA contributions. But that's just the tip of the iceberg. The financial markets are reeling from underwhelming bank earnings and volatile market trends, all while the specter of geopolitical unrest looms large over the Middle East and Ukraine, threatening to further destabilize an already fragile economic equilibrium.
With Keith by my side, we dissect the week's financial tumults and triumphs, analyzing everything from the unexpected bond yield spike to the ebbs and flows of stock market giants like Cisco and Goldman Sachs. We don't sugarcoat the setbacks, addressing Apple's logistical nightmares and the metals market's tremors in the wake of Russian sanctions. And as the geopolitical chess game intensifies, we scrutinize Israel's strategic posturing, the economic ramifications of Bitcoin halving, and the simmering political tensions back home as Trump voices his stance on Ukrainian aid. It's a whirlwind tour of the financial landscape, peppered with expert insights, designed to equip you with the knowledge to make informed choices in these unpredictable times.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
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Embark on a voyage to uncover the evolving saga of financial markets, where we transcend the usual chatter about interest rates to dissect the fabric of economic expectations and market reactions. Join us as we, Keith and special guest Brad, chart a course through the intricacies of how human behavior intricately weaves into the tapestry of financial dynamics. Prepare to have your perspective broadened; learn why a robust economy might just sway the Federal Reserve's hand away from the rate cut button, and discover what this means for your wallet.
Our discussion sails into the headwinds of geopolitical tensions and their subtle yet profound effects on global market trends. We navigate the ebb and flow of oil prices, examine the lustrous peak of gold, and reveal how international relations, such as Treasury Secretary Yellen's overtures in China, are more than just diplomatic moves—they're economic chess pieces. Stay abreast as we anticipate the first quarter earnings season, where the winds of April's historical stock positivity are tempered by the cautionary whispers of "sell in May and go away."
As the constellation of topics aligns, from the impact of hawkish Federal Reserve officials to Big Pharma's market dance, Brad generously shares his navigational charts for the complex waters of interest rates and Treasury yields. After our rich dialogue, I'm left reflecting on the journey we've taken together, grateful for your company on this expedition. For those eager to continue the adventure, find Herald Lantern's latest episodes casting light on the hidden corners of the financial universe on platforms like Apple Podcasts, Spotify, and Pandora.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
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April 1, 2024 | Season 6, #12
Embark on a journey through the financial markets with me, Keith Lanton, as your seasoned guide. Ready your portfolios and sharpen your market acumen because today's episode is a treasure trove of insights that could redefine your approach to investing in the second quarter. We'll traverse the promising landscapes of equity performances and bond market updates, and discuss the Federal Reserve's next chess moves in the wake of fresh economic data. Whether it's delving into value stocks that have caught Barron's eye or weighing up the art of risk balancing—your investment toolkit is about to get a serious upgrade.
Strap in as we navigate the twists and turns of market volatility, where the narrative is no longer dominated by macroeconomic chatter but by the strategic maneuvers of Silicon Valley's tech titans and their global counterparts. Microsoft's antitrust dance, Philip Morris's innovative streak, and Tesla's pricing gambits are just a few of the stories steering the market's direction. From dissecting futures and PCE price indexes to analyzing UPS's strategic alliances, this episode serves up a data-driven feast that's sure to satisfy your appetite for financial mastery. And with geopolitical tensions and economic indicators also in the spotlight, you'll emerge from this episode not just informed, but empowered to take on the quarter with confidence.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
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March 25, 2024 | Season 6, #11
Navigate the surprising twists and turns of the financial markets with us as the bulls took charge in the first quarter of 2024, defying gloomy predictions. We'll equip you with insights on the Federal Reserve's strategic maneuvers hinting at rate cuts and their widespread ramifications for your investments. Likewise, the conversation wades into the complex waters of managing healthcare costs and Medicare, a crucial conversation for our aging population that could have significant repercussions on your financial health.
Discover how the stock market is being sculpted by international politics and tech transitions, with Brad's expert analysis on fixed income markets lighting our way. We'll scrutinize the pulse of global finance, from China's tech shakeup to Senator Rubio's potential VP run, all while keeping an eye on the commodities that promise to shine. Our discourse weaves through the market's expectations, filtered through the lens of AI advancements and future earnings, setting the stage for a potentially prosperous Q2.
To cap off our journey, we'll dissect the perplexing decision between Medicare Advantage and traditional Medicare, unfolding the trade-offs essential for informed financial planning. The bond market isn't left behind, with a special focus on municipal bond strategies as we prepare for the months ahead. Remember, these discussions are not just fleeting opinions but a mosaic of strategies to guide you through the fluctuating tides of the market, ensuring that you make the most informed decisions aligned with your investment goals. Keep in mind, every twist in the market narrative is another step in your financial expedition.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
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Navigate the maze of financial markets with us as we scrutinize today's lofty equity valuations and the ever-looming bubble debate. Burton Malkiel, the eminent author of "A Random Walk Down Wall Street," joins the fray, sharing his insights on the Federal Reserve's strategy and its impact on job creation and unemployment. We crack the code of market trends amidst COVID-19 and the Ukraine conflict's global economic aftermath, sifting through the complexities of fiscal policies, supply chain woes, and inflationary pressures. Learn how artificial intelligence could supercharge productivity and change the game for stock market investors, and discover why gold and Bitcoin may be the sleeper hits in your store of value search.
Ever wondered why the VanEck Gold Miners ETF seems to march to the beat of its own drum, independent of gold prices? Or how some real estate investment trusts (REITs) are not just weathering the storm but thriving in today's economy? We unravel these mysteries and spotlight four REITs that marry attractive dividends with robust fundamentals. And because financial health goes hand-in-hand with physical well-being, we guide you through the personal finance implications of long-term care planning, underscoring the importance of proactive health management. Don't miss a moment of this episode, filled with the kind of insights that could redefine your investment strategy and fortify your financial future.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
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Are we in the midst of a stock market bubble? Our latest episode tackles this burning question with a deep dive into the surprising resilience of financial markets as we push ahead into 2024. We examine the significance of staying invested and risk-tolerant in the face of market fluctuations, underscored by the halted JetBlue and Spirit Airlines merger and the surge in Bitcoin's value impacting companies like Coinbase. Reflecting on recent market performances, we discuss pivotal earnings reports and Jerome Powell's monetary policy testimonies, offering a nuanced perspective on the current financial climate and what it might mean for your portfolio.
This jam-packed episode features insights from financial heavyweights, including Ray Dalio, who weighs in on the stock market bubble debate. Against a backdrop of robust economic growth and tempered inflation fears, we explore hedge funds' cautious stances and consider the implications of Goldman Sachs economists' projections on how new GLP-1 medications could bolster GDP. As we navigate through high valuations and record highs of the Nasdaq, we present a balanced exploration of the complex forces at play in today's markets, providing you with the clarity needed to make informed decisions.
Wrapping up, the conversation shifts to the tech and finance sectors, where giants like Apple and Google are facing pivotal challenges, and General Electric's corporate restructuring looms large. We dissect the potential impacts of these developments on investors and the broader market, without offering advisory services. Instead, we stress the importance of personal due diligence, reminding our listeners that our discussion is meant to inform and educate, directing those in need of tailored advice towards our additional resources. Tune in for a candid look at the forces shaping the financial landscape as you navigate your investment journey.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
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February 26, 2024
Discover the investment wisdom of Charlie Munger and Warren Buffett as we unwrap the secrets to patient, long-term success in the financial markets. Our episode takes a deep dive into Munger's life rules and how they apply to both personal finance and investment strategies, especially in the context of a tumultuous year shaped by political and geopolitical events. We talk about living within your means, the value of continuous learning, and the importance of being selective with investment opportunities – lessons that are further exemplified by Berkshire Hathaway's conservative approach amid a high-valuation market.
Navigate the intricate dance between deficits, inflation, and interest rates with us as we dissect the Federal Reserve's response to lingering post-COVID inflation and the effects of government spending. The conversation gets real as we explore how climbing interest rates are influencing government debt and the broader implications for global economies. We draw attention to the contrasting economic strategies, comparing China's curtailed foreign investment to the resilient U.S. stock markets and how these play into the larger financial picture.
Wrap up with the latest financial tidbits and predictions, spanning from Home Depot's revenue patterns to Nvidia's outstanding earnings. We celebrate Intuitive Machines' historic lunar landing and speculate on the potential outcomes of Amazon's addition to the Dow Jones Industrial Average. The episode also provides updates on the dynamic interplay between military actions, political shifts, and the stock market's hunt for direction, all while keeping tabs on the tech industry's groundbreaking innovations and legal challenges that could reshape the digital landscape. Join us for a comprehensive tour through the current financial and geopolitical climate, all while being equipped with expert insights and forward-looking analysis.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
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Feb 20, 2024
Unveil the secrets to reshaping your life with precision as James Clear, the mastermind behind "Atomic Habits," joins us to impart his strategies for enhanced productivity and a reputable life. This episode isn't just about personal transformation; we're also dissecting the heartbeat of the financial world. Get the scoop on Nvidia's leap over Amazon, Bitcoin's bullish break, and the economic shudders as the UK and Japan grapple with recession. Discover what's shaking up the airline industry with Carl Icahn's JetBlue play, Lyft's earnings stumble, and the wider implications of gig economy strikes. We also spotlight the executive decisions behind Paramount Global's staff reductions, Berkshire Hathaway's Apple sell-off, and Cisco's strategic slimming, all before diving into the implications of Diamondback Energy's merger with Endeavour Energy and Walmart's fiscal health report.
Transitioning to the global stage, the episode analyzes the Ukrainian conflict's latest twists and the Middle East's intensifying drama, setting the scene for our worldly market insights. Keep your finger on the pulse of the economy as we explore Truist's insurance brokerage sale and Medtronic's earnings, illustrating a post-pandemic sectoral shift, while Intel eyes a hefty subsidies jackpot. We question the stock market's defiance of gloomy forecasts and delve into the Federal Reserve's rate strategy and the robust U.S. economy's potential to sustain corporate growth amidst inflation and rate hike tensions. Lastly, we turn our gaze to the defense industry's L3 Harris Technologies and tease the enigmatic bond market's future impact, contrasting municipal bonds with treasuries to give you a comprehensive understanding of how these components weave together to affect financial stability.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
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Gain unparalleled insights into the financial tremors that have jolted Wall Street and what they mean for your portfolio. Our latest episode features financial guru Brad, as we dissect the myriad forces shaping the markets—from the aftershocks of tech titans' earnings and the Federal Reserve's latest moves to the bond market's subtle dance that dictates the rhythm of asset and commodity prices. With the ever-canny advice from Barron's and a deep dive into the intricate world of Medicare, we serve up a tapestry of knowledge that could be the edge you need in navigating the complexities of your financial future.
Prepare to explore the high-flying maneuvers of Goldman Sachs, Boeing's ongoing saga, and the unexpected resilience of Estée Lauder's stock. We'll also unravel the implications of a robust jobs report and the Atlanta Fed's projections on the US economy's strength. Plus, discover how AI is transforming tech earnings, with Microsoft leading the charge. As we conclude, Brad imparts his wisdom on the bond market's latest volatility and the hidden gems within municipal bonds, ensuring you're armed with the critical insights to help steer your investments through current market uncertainties.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
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Embark on a journey through the intricate landscape of current events and financial forecasts with us and our esteemed guest, Brad. We'll navigate you through the twist and turns of the global stage, from the enigma of the presidential race to the unfolding drama in Jordan, painting a comprehensive picture of the forces shaping our world. As the tech titans line up to reveal their quarterly magic, we also scrutinize the anticipated impact of AI breakthroughs like Google's BARD and Microsoft's ChatGPT alliance. You won't want to miss our dissection of what these developments mean for the future of tech and your investment strategies.
Our ears are to the ground, catching every vibration from the financial sector to the Federal Reserve's whispers. Amazon's latest gambit in AI, AWS, and the ad space is about to be unveiled, while Meta prepares to showcase its fight in the social media arena with Reels. We'll also decode Jerome Powell's fiscal signals and look ahead at the Treasury's chess moves under Jack Frost's guidance. All the while, we're keeping an eye on the job market's pulse. With market concerns like Evergrande's tremors and international political plays at our fingertips, Brad and I will help you interpret the economic omens that could herald the next seismic shifts in the marketplace.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
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January 22, 2024
Season 6, Episode 4
Unlock the wisdom of legends and get a grip on the pulse of the financial markets; our latest podcast episode is a treasure trove of insights from the likes of Nick Saban and Warren Buffett that you can't afford to miss. We chart the course of the S&P 500's thrilling climb and delve into earnings reports from heavy hitters like Netflix and Tesla, all while keeping our finger on the pulse of geopolitical tensions and U.S. political shifts. The stakes are high, and the moves you make now could shape your financial future, so let's navigate this tumultuous yet opportunistic landscape together.
The seesaw of market expectations sets the tone for our deep dive into the Federal Reserve's interest rate policies and the painstaking balance policymakers must maintain. Our analysis isn't just about the numbers—it's about understanding the story behind the figures, from shifting consumer sentiment to Federal Reserve Governor Waller's prerequisites for a rate cut. As the presidential election looms, we dissect how political currents could turn into economic waves, ensuring you’re equipped to weather any storm on the horizon.
Biogen's breakthrough Alzheimer's drug Laquembe and BP's strategic maneuvers are hot topics we tackle, providing a primer on the disruptive forces at play in healthcare and energy. And let's not forget the invaluable perspective of our guest, Keith Lantham, whose financial acumen adds depth to our exploration of risk and reward in today's investment climate. Whether you’re a seasoned investor or just getting started, this episode is your guided tour through a landscape of innovation, economic intrigue, and strategic mastery.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
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Discover the multifaceted brilliance of Martin Luther King Jr., as we unveil the improvisational genius behind his "I Have a Dream" speech and the intriguing history of his name change. The episode then seamlessly transitions into a strategic analysis of the Federal Reserve's interest rate tactics and their profound implications on the financial markets. Prepare to navigate through the complexities of the Fed's projections versus market expectations, with in-depth discourse on the potential consequences of varying rate cut scenarios for the stock and bond markets in the upcoming year.
Venture further into the realm of finance as we scrutinize the current market landscape, marked by major stock movements and interest rate hikes. We'll dissect the tangled web of geopolitical issues, from Houthi missile strikes to the delicate dynamics between China and Taiwan, and how these factors play a pivotal role in shaping global economic trends. With a forward-focused approach, we anticipate the future of market stability and growth, discussing upcoming financial reports, retail sales data, and consumer sentiment, all through the lens of the market sages at Barons' roundtable and the enduring allure of dividend kings in these uncertain times.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
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Could your investment strategies withstand the shocks of a tumultuous market? Prepare to arm yourself with the insights and foresight shared as we explore the pivotal role of forecasting in finance, particularly focusing on interest rates and fixed income markets. This episode peels back the layers of past prediction pitfalls and steers toward the elements likely to steer interest rates come 2024. We'll dissect how these shifts could ripple through the deficit, government spending, and equity markets, arming you with knowledge to navigate the waves of change. Additionally, we're joined by expert analysts who shed light on the psychological maze of human biases in financial forecasting, using a Morningstar study as our guide to understand why even the most seasoned investors can veer off course.
Shifting gears, the episode zooms in on the health of financial markets, considering the impact of industry giants like Boeing and Apple on market volatility, Bitcoin's ETF buzz, and political chess moves that hold the keys to potential economic shifts. We unpack the FAA's grounding of Boeing and how it's shaking the Dow, while also highlighting the resilience of markets that continue to defy gravity. A sneak peek into the upcoming earnings season for banks provides a primer for the indicators that could signal interest rate adjustments and Fed maneuvers, setting the stage for savvy investors to act with precision.
In our final segment, we scrutinize the US Treasury's borrowing behavior and its profound influence on financial markets over the previous year. From long-term debt issuance to a pivot toward short-term bills, these strategies have sent shockwaves through stock and bond rallies, bond yields, and the dollar's value. Furthermore, we examine the role of money market funds in sustaining liquidity and how their actions echo in bank lending rates. This intricate dance between market expectations and the Fed's interest rate projections for 2024 unfolds before us, all while the labor market's condition sends signals about inflation and economic vigor. Tune in for a riveting journey through the financial landscape and uncover the investment opportunities waiting in the changing power grid.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
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Embark on a financial journey through 2023's twists and turns, as we peer into the crystal ball of 2024 with our esteemed guest, market sage Brad. Discover how to navigate the unpredictable tides of the financial markets and the secrets behind setting achievable goals that not only enrich your personal life but also solidify your investment strategies. With the previous year's market defying expectations and the Federal Reserve's interest rate moves, we'll reveal how to adjust your sails and catch the winds of economic change.
The stage is set for an in-depth analysis of last year's economic surprises, from the S&P 500's and NASDAQ's impressive performances to the unforeseen growth of the US economy. As we analyze the resilience of the markets amidst global uncertainties, tune in for Brad's insights on investment recalibration in the face of stock futures dipping. Our conversation also spans the globe to Saudi Arabia's Vision 2030, where the desert kingdom's moves toward renewable energy, manufacturing, and societal reforms signal a new era of opportunity for the astute investor.
Finally, we'll unravel the intricacies of income investing for the year ahead. With a nod to Barron's top recommendations, we explore the landscape's shift from energy pipelines to the allure of U.S. and foreign dividend stocks. Brad weighs in on the volatility within the bond market and how municipal bonds might be the golden ticket for income investors in the current yield environment. This episode is your compass to financial confidence in 2024, charting a course through the complexities of market dynamics and investment opportunities. Join us for a masterclass in economic foresight and the smart execution of financial goals.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
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Ever wondered how to align your financial dreams with the reality of your bank account? Let's unravel that mystery together as we bid adieu to 2023 and set our sights on a prosperous 2024. In our heartwarming year-end discussion, I take you through the crucial steps of revisiting your financial strategy and the transformative power of putting your goals to paper. Drawing on the wisdom of financial gurus like Dave Ramsey, we consider the importance of aligning money management with life's objectives. And, with a nod to the importance of family, we touch on how including loved ones in money conversations can be the cornerstone of building generational wealth. As a cherry on top, I'll give you a sneak peek at Barron's top stock picks for the new year—from tech behemoths to potential market dark horses.
As the markets close out the year with unexpected exuberance, I'll guide you through the potential market landscape for the year ahead. Barron's has an optimistic view, and we'll dissect their predictions amidst a backdrop of the Federal Reserve's monetary signals and a rally that's touched more than just the tech titans. Speaking of technology, we'll take a microscope to the heavy hitters in the AI space—Nvidia, AMD, and others—who are poised to redefine the industry. We'll also scrutinize Microsoft's AI integration into Office 365 and its implications for the market. So, curl up with your investment ledger as we explore the possibilities that 2024 holds, armed with expert forecasts and a dash of financial acumen.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
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What if the key to successful investing was learning to do nothing? Join us as we dissect this wisdom from investment gurus Warren Buffett and the late Charlie Munger. We navigate through their skepticism of exotic financial instruments and their emphasis on integrity. We also discuss the potential implications of the anticipated Federal Reserve meeting and the likelihood of higher interest rates. Plus, we swing by the concept of wide moat companies, debunk the belief that volatility equals risk, and touch on the recent uplift of gold and Barron's optimistic view of the stock market.
Ever thought about how the Federal Reserve's actions impact your investments? We shine a spotlight on the Fed's influence on interest rates - a topic that's particularly relevant for retirees in light of predicted hikes to the neutral rate due to structural shifts in the economy. And if you're part of the older generation planning for retirement, you'll find our analysis of how to adjust investment portfolios for desired income valuable. We question the viability of the 60/40 portfolio in the current market landscape, and wrap up the discussion by acknowledging the market's current "boring" state - no horrifying declines or spectacular gains. So, buckle up as we journey through the investment and economic landscape, where the only constant is change.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
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Who would've thought that with the bullish performance of equity and fixed income markets in 2023, consumer sentiment would remain at record lows? Join us as we navigate this curious contrast and hear lessons from the marketplace's unpredictability. Brad, our insightful guest, breaks down the bond market and expounds on the art of positioning oneself in a place of advantage. We'll also delve into the fascinating discourse around the Fed Chairman's recent actions, the potential beneficiaries of AI, and the current state of commodities and bonds.
Get ready for an enlightening journey through financial market trends from 2022 to 2024! We're exploring the rising demand for cash as a safe haven asset, the surge of exchange-traded funds (ETFs) impacting the market, and the momentous event of a bond ETF crossing $100 billion for the first time! Stay tuned as we discuss the state of overseas markets, companies making waves, M&A news, cryptocurrency prices, and upcoming events like US bank CEOs protesting regulation. Concluding the episode, we emphasize the need for caution in volatile markets as we talk about tax loss swaps and bond strategy. So, strap in for an episode teeming with insights and revelations that just might change the way you look at the financial world!
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
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Are you ready to close out the year on a profitable note and hit the ground running in 2023? This episode's your golden opportunity! Our conversation navigates through the changing tides of the markets, considering the encouraging swing in the bond market and unyielding strength of the economy. We delve into the curious case of the elusive recession and analyze the role of COVID in driving global inflation trends. As we contemplate the idea of a 'return to normal', we share crucial insights on how this could impact your financial portfolios.
The second segment of this episode puts the spotlight on strategic tax planning for 2023, especially beneficial for those contending with hefty medical expenses this year. We discuss the merits of harnessing IRA distributions and making the transition to a Roth IRA. The potential for tax loss harvesting in the current market and opportunities for qualified charitable distributions and 529 plans funding for potential state tax benefits are also up for discussion. We alert you to the possibility of unexpected taxes from mutual funds and equip you with strategies to sidestep them. We wrap up this chapter by pondering over the impact of money migrating from mutual funds to ETFs on capital gains distributions.
The final leg of our talk today explores recent market trends and the promise of a year-end rally. We dissect the Federal Reserve's tightening cycle and potential rate cuts, with insights from none other than Mark Carney, who shares his experiences from steering two major central banks. We also weigh the effects of rate hikes on Main Street versus Wall Street. We end on an optimistic note, highlighting the extraordinary progress in vaccines that could revolutionize the prevention and treatment of various diseases. Please note that the podcast's availability, the disclaimer about our opinions, and the importance of considering risk and investment goals are covered towards the end. So, tune in and let's step into the future of investment together!
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
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Get ready to strap on your explorers hat and journey with us into the intriguing financial landscapes of the US and China, as we discuss the current rally in markets, the impact of inflation on stocks and bonds, and how COVID has affected job growth, wages, and consumer spending. We'll be joined by our insightful guest, Mr. Keith Lante, who'll be helping us unpack the mysteries of the financial markets. We'll also be looking at China's growing influence in the global economy, their declining birth rates and immigration trends, and how these factors are shaping the labor market and wage trends.
In the next part of our adventure, we'll be navigating the fascinating terrain of the Chinese economy and its role in global inflation. We'll be discussing how China's currency devaluation and manufacturing overcapacity have influenced the prices of their exports, and how that's turning them into a powerful deflationary force in the global market. We'll also be chatting about the rising popularity of Chinese electric vehicles and their domination in the global market. Towards the end, we'll be brushing up on a variety of current affairs, from the rising oil prices due to Middle East tensions, the election of Javier Milay in Argentina, to the controversial comments by Elon Musk and their impact. We'll also be predicting that the S&P 500 might just hit a record high by the end of the year. So, why wait? Grab a seat, and let's get started on this exciting expedition!
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
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Curious about how US credit being put on negative watch by Moody's might impact your investment strategy? Get ready to sit on the edge of your seat as we dissect the implications of this, along with an in-depth analysis of rising interest rates and their effect on financial assets in this episode. Brace yourself as we take you on a rollercoaster ride through the economic data of the week, the US government shutdown and its potential fallout, introducing you to the new House Speaker. In addition, we're offering you valuable insights from James Clear, author of Atomic Habits, on how to stay on course with your financial goals amidst all this chaos.
Let's ignite your intrigue further with a discussion on the benefits of the weight loss drug Wigovie and the phenomenal performance of the Marvel Cinematic Universe. Nervous about the market opening lower? We've got you covered. We will analyze S&P futures indicating a lower market opening, and decode Boeing's stock performance in the aftermath of new orders at the Dubai Air Show. You'll also hear about Senator Tim Scott's decision to end his presidential campaign and David Cameron's appointment as the UK Foreign Secretary. As we approach year-end, we'll help you navigate the green energy transition and the financial preparations necessary for a smooth transition. Buckle up and join us for this thrilling financial journey!
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
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What if knowing more about oil and gas prices could offer you a strategic edge in your investments? Could keeping a close eye on energy giants like Chevron unlock new opportunities? Join us as we unravel the intricate dynamics of energy prices and the consequential ripples in the stock market. We dissect the challenges of the energy industry pre and post-pandemic, and speculate on the potential brain drain in Russia and its political implications. We'll talk about the bond rally, the deficit's fight for investment dollars, and why the Federal Reserve closely watches energy prices.
Have you ever wondered how global banking policies might influence your investment strategies? We explore the Bank of Japan's policy shift, how it's waking up to inflation and raising rates, and what that could mean for Japanese and US investors. We'll discuss why sectors such as communication services, utilities, healthcare, consumer staples, and PC stocks may benefit from declining interest rates. We also examine Chevron's performance, debunking Wall Street's pessimism and exploring why it might be a fruitful time to invest. Stay tuned to gain insights that could potentially reshape your perspective on energy prices and investments.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
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Master the intricacies of the bond market in our riveting discussion with bond expert, Mr. Keith Lante. We'll guide you through the complex world of supply and demand, shed light on the federal budget deficit's influence on bond supply, and the implications of decreased capital gains due to tax cuts. The conversation takes an insightful turn as we scrutinize the impact of heightened government expenditures on social security, health benefits, and defense on the bond markets, bridging into the inherent volatility, risks, and opportunities that come with fixed income investment.
In the latter half of our discourse, we pivot our attention to the Treasury's borrowing estimates, refunding news, and their prospective bearing on the bond market. Mr. Lante offers a brilliant analysis of current yields across various markets including the Treasury market, high-grade corporate bonds, junk bonds, and Treasury inflation-protected securities. We further touch on international events including the Israeli forces' incursion into the Gaza Strip and comments from the Iranian President. As we reach the end of our enlightening journey, we consider the opportunities offered by active management and individual securities investments versus ETFs in the fixed income market. So, tune in and gear up for a comprehensive and enlightening exploration of the bond market.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
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Are you ready to decode the riddle of the recent 10-Year Treasury Yield surge with us? Strap yourself in as we unravel the factors driving this shift and discuss its potential ripple effects throughout the financial landscape. This episode brings to light the impact of an inverted yield curve on corporate America and how companies can capitalize on this trend to mitigate the sting of rising interest rates.
As we venture deeper into the topic, we throw the spotlight on the repercussions of the rising 10-Year Treasury Yield on the stock market, geopolitical dynamics, and even the speaker race in the House of Representatives. We also investigate the increasing default rate on car payments and the potential aftershocks of escalating mortgage rates on the housing market. Plus, we peel back the layers of recent M&A activity and issues concerning Foxconn and Apple.
Finally, we'll navigate you through the labyrinth of investing in the current climate. Pension funds are veering towards bonds to secure close to 8% returns without the risks of equities. But are AI-powered ETFs the golden goose they are touted to be? We scrutinize their performance and shed light on why bank stocks are bearing the brunt despite favorable earnings. So tune in for this enlightening discussion and wrap your head around the conundrum of the rising 10-Year Treasury Yield - it's an episode you won't want to miss!
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
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Get ready to unravel the mystique of the US market as we draw parallels between the 1987 crash and the current market situation. You might be wondering, how can US futures remain strong amidst looming Federal rate hikes, growing China tensions, and Middle East instability? Don't fret, we've got you covered. We'll tackle the bond market's structural challenges, why 'deficits don't matter' has become a popular mantra, and cast an optimistic gaze on the equity market with a particular focus on tech earnings. Think the 1987 crash is a thing of the past? Let's dive into a fascinating exploration of its echoes in today's market.
Hold onto your hats as we take you through an exciting whirlwind of geopolitical news. You'll learn about Biden and Scholz's potential trips to Israel, how Poland's pro-EU opposition seized power after eight years of populist rule, and why the US is tightening the screws on China's access to advanced semiconductors. Now, let's shift gears to the market. We'll discuss Rite Aid's bankruptcy, Pfizer's Paxlevid agreement, and how tech stocks are giving the S&P 500 a pedal to the metal. Curious about Tesla and Netflix's earnings? Stay tuned!
In our final segment, we dissect the influence of tech giants like Meta and Nvidia on the S&P 500 earnings growth. We'll reveal the potential drags of Exxon Mobile and Pfizer, and how these could sway the overall market performance. Additionally, we'll delve into the traditionally strong period of the S&P 500 from the 197th trading day to the end of the year. Wrapping up, we'll touch on Bank of America's predicament with its large holding of low-yielding mortgage securities, and how investors should be focused on the impact of higher rates when the bank reports their earnings. Join us for a thrilling journey through the twists and turns of the current market.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
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What if the national debt's interest surpassed defense spending? Imagine the implications for healthcare, social security, and tax code reform. Today's episode takes you deep into the world of market trends, analyzing the historic sell-off's impact on equity markets and exploring how the Fed aims to keep inflation at its magical 2 percent target. With a keen eye on the financial horizon, we look at the alarming increase in US deficit spending, the Israeli Shekel hitting lows unseen since 2015, and the oil price surge due to Middle East tensions.
We also dive into the recent AGCO/Trimble joint venture and its potential to boost both companies. The tech sector isn't left out, as we analyze Alphabet and Meta's performances, and ponder about the appeal of precision agriculture software. Are farmers the best economists when it comes to saving money? The episode closes on a high note for income investors, introducing preferred stocks as an attractive option, offering around 7.5% yields and significant tax advantages. This is an episode packed with insights, market analysis, and tips to navigate the intricate world of investing. Tune in for a deep dive into the currents that shape our financial world.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
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Welcome to "Enlightenment," the podcast hosted by Keith Lanton. In this enlightening series, Keith explores the intricate world of finance, offering listeners invaluable insights into the latest trends and developments. With a keen eye on the financial markets, Keith discusses topics such as interest rates, government deficits, and the evolving landscape of the economy. He shares Barron's perspectives on individual stocks, like General Dynamics and Meta Platforms (formerly Facebook), and provides a deep dive into the challenges faced by drivers dealing with increasing car insurance premiums. "Enlightenment" is your go-to source for gaining a deeper understanding of the financial world and its impact on your financial journey. Tune in to unlock the secrets to financial enlightenment with Keith Lanton.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
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September 18, 2023 Season 5 | Episode 30
Looking to add a sprinkle of success to your daily routine? Discover unconventional methods of the high-fliers that could potentially transform your personal and professional life. From the invigorating rush of cold showers and the discipline of intermittent fasting to the simplicity of wearing the same outfit, we're bringing you tried and tested secrets of the successful. Complementing this, we delve into the art of expressing gratitude - there's power in a thank you note that could set your day off on the right foot.
But we're not just about personal development. We're your eyes and ears on the ground of the financial world. Be prepared for the impact of the Federal Reserve meeting on the economy and the markets. Explore the implications of the recent auto industry strike, and what it means for both the workers and the manufacturers. We'll also give you a lowdown on the latest in tech - updates you can't afford to miss. And, as the cherry on top, we scrutinize the rise of private equity and private credit investments in traditional public markets. Don't just listen, get empowered and inspired!
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
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September 11, 2023 Season 5 | Episode 29
Ever wondered how a tragic event like 9-11 can impact and shape financial market valuations? Tune in, as we commemorate this historic event and dig into the subtle nuances of market valuations. We'll shine a light on the often overlooked value stocks and sectors that are boasting historically low valuations, offering unique investment opportunities. We'll also talk about the 'magnificent seven' stocks' disruptive influence on the market, and debate if the current market might be overvalued. Get your notepad ready as we share about Barron's six beaten down food stocks that could add some sizzle to your portfolio.
Curious about the recent utility sell-off? We'll break down the drop in value of stocks like Utility Select Sector Spider symbol XLU, VISTA symbol AVA, and Walgreens Boots symbol WBA. We'll also touch upon Disney's falling stock and discuss the risk-reward for these stocks. As the plot thickens, we'll move to upcoming tech events, pre-markets, and the futures of the Dow, S&P, and Nasdaq. We'll also delve into rising health insurance costs, a major railway deal brewing between Saudi Arabia, India, and the UAE, and the implications of the Consumer Price Index. Stay tuned for insightful discussions on the upcoming IPO of Arm Holdings, the Justice Department's lawsuit against Google, and a surprising twist in the tale - Microsoft's ironic role in the search engine market.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
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September 5, 2023 Season 5 | Episode 28
Want to understand the unexpected surge in the stock market amidst rising inflation? Join us (and our special guest Keith Lante), as we take a deep dive into the economic shifts over the past two decades that have seen households and companies cut their debt and reduce their dependency on short-term borrowing. We also unravel how companies with solid fundamentals have harnessed the power of the inverted yield curve, making sense of why the net interest expense as a percentage of net profits is currently lower than it was 20 years ago. Stay tuned as we dissect the sectors that have been significantly impacted by inflation.
Fasten your seatbelt as we transition into discussing the cooling labor market and the predictions for September. The August jobs report revealed a higher than expected gain - what does that mean for the financial market? We break down the role of the consumer price index and why September tends to be a challenging month for financial markets. Also, get a close look at On Holdings, a growth company that has seen its stock skyrocket 70% since the year's start. As we traverse these intricate economic landscapes, our goal is to equip you with valuable insights to empower your decision-making. Let's get the ball rolling!
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
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August 28, 2023 Season 5 | Episode 27
Ready to navigate the turbulent waters of the financial markets? Join us as we dissect Fed Chairman Powell's landmark speech at Jackson Hole and its profound implications on the landscape of finance. We shine a spotlight on the markets last week, the risks lurking in the leveraged loan market and high yield bonds, along with highlighting some intriguing individual stock ideas. The impact of Fed's policy on interest rates, equity markets, and the currency markets is also under our microscope. Plus, we unfold how the delay in rate hikes, due to the amount of funds disbursed for COVID relief, has led Americans to seize this golden opportunity of low rates for mortgages.
Fasten your seatbelts as we zoom into the recent revisions to the tax code that could seriously affect those earning more than $145,000. We're sharing how the $7,500 catch-up contribution to an IRA now needs to be funneled into a Roth account and why these new rules won't be implemented until 2026. The SALT cap, its implications, and the ingenious workarounds some states have established for business owners are also on our discussion radar. But here's the kicker: the IRS has legitimatized this workaround and we're here to help you leverage it.
Finally, we give you a ringside view of the market sentiment following a positive week, with leading indicators like the S&P futures, NASDAQ, and Dow all showing gains. From the effects of the stamp duty cut on stock trades in China to the significant visit by Commerce Secretary Gina Raimondo, we cover it all. We also bring you updates around Horizon Therapeutics, Hawaiian Electric, XPeng, 3M, Kimco, RPT Realty, Hersha Hospitality Trust, Boston Scientific, and Novaq. To top it all, we review the best-performing stocks in the last 25 years. So, come aboard and let's sail together through the tumultuous yet tantalizing world of finance!
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
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August 21, 2023 Season 5, Episode 26
Will the recent rise in interest rates and an era of a risk-free rate of return of 5.5% upend the financial markets or simply be the game-changer we’ve been anticipating? Buckle up as we traverse the financial terrain brought about by these unprecedented rates, the impact on equity and bond markets and what the future may hold. We'll also dissect Chairman Powell's anticipated speech and shine a light on a stock that’s a heady concoction of growth and value potential.
With the People's Bank of China lowering the one-year prime rate to 3.45%, the tremors are already being felt across global markets. This episode brings you up-to-date with how this decision is causing ripples in China, India, and Europe's economies. We'll walk you through the performance of individual stocks such as Nvidia, Palo Alto Networks, and NAPCO Security Systems, and delve into the connotations of increasing yields on the stock market and Bitcoin's dwindling value. All this, while bringing you the latest financial tidbits from Bloomberg, The New York Times, and CNN.
But that's not all. We're pulling back the curtain on the recent surge in treasury yields and the thrilling investment prospects they reveal. From the role of the Fitch downgrade and increased supply in these developments, to the eagerly anticipated economic growth and inflation predictions driving these changes, we've got you covered. With Chairman Powell's Jackson Hall Symposium speech on the horizon, we'll also explore Visa and Mastercard's promising outlook as growth stocks. Trust us, you don't want to miss this episode packed with insightful nuggets for investors braving these turbulent markets.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
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July 31, 2023 | Season 5, Episode 26
Dare to sail the unpredictable seas of investing with us? Brace yourself as we untangle the web of emotions, news cycles, and external factors that interplay with your investment decisions. We’ve delved into the history of financial headlines, looking at how investors who stuck to their strategy despite the stormy weather have seen their patience rewarded. We’ll also discuss why having someone to bounce ideas off is crucial in keeping your emotions in check and making sound investment decisions.
Dive deep with us as we dissect how market news influences investment performance. Using actual economic data, we paint a clear picture of disparities between the average equity investor's returns and those of the S&P 500 over the past 30 years. We are also on top of trending topics like US Steel's acquisition proposal, the ebb and flow of Russian rubles, US Treasuries, and stocks like Tesla, Nvidia, and Apple. We will guide you through the importance of aligning your actions with your long-term plan and the occasional need to rebalance your portfolio.
No stone is left unturned as we investigate August's market trends. We scrutinize the effects of Moody's bank credit downgrades and the Federal Reserve's interest rate hikes on your investments. We also propose tactics like allocating funds to underperforming sectors and walk you through the movements in the bond market. Excitingly, we assess the potential of Comcast stock in the backdrop of future tech trends. Lastly, we demystify the benefits of investing in Treasury Inflation Protected Securities (TIPS) and iBonds as potential defenses against inflation. Ready to cut through the noise and make sound investment decisions? Let's set sail!
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
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July 31, 2023 | Season 5, Episode 25
Ready to challenge your investing biases and expand your portfolio knowledge? Prepare to be enlightened by our deep-dive conversation around portfolio allocation, diversification and fixed income investments. Alongside the CEO of PIMCO, we analyze the current state of the S&P 500, the Fed model and the potential of municipal bonds. We also dissect recency bias, where investors have become too accustomed to near-zero interest rates. Our assessment of the morning's news, including recent earnings reports and economic reports, leads us to some intriguing investment opportunities; Disney's stock, the Indian markets, and a few other alternative investments, are on our radar.
The magic of Disney has always fascinated us. In this episode, we engage in a riveting exploration of the entertainment giant's challenges and opportunities, especially around its streaming service, Disney Plus. We question if raising the advertising free tier and bundling Hulu, Disney Plus and ESPN Plus could be the key to their success? We also touch upon Disney's cost-cutting measures amidst a competitive landscape. Shifting gears, we scrutinize the pharmaceutical industry's legal argument against Medicare's pricing controls, and why India is buzzing with growth potential as an alternative to China. Come join us on this insightful journey as we deconstruct the stock market and the world of fixed income.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
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July 24, 2023 | Season 5, Episode 24
Are you gearing up for retirement but concerned about the unpredictable future? Fear not, as this episode offers a deep dive into the world of Qualified Longevity Anuity Contracts (QLACs), an attractive retirement strategy in today's high-interest-rate environment. Learn how you can use QLACs to contribute up to $200,000 from your retirement accounts towards a stable income in your twilight years. But, like all things, QLACs also come with their share of pros and cons, which we'll explore in depth.
Moving beyond retirement strategies, we'll also keep you updated with the latest economic indicators, market trends, and current affairs. From the housing affordability index to the Spanish elections, labor force participation to the weekend's big box office numbers, we have it all covered. What's more, we analyze investor sentiment and how savvy investments in dividend stocks can yield handsome returns. Don't miss out on our discussion about Apple and Goldman Sachs stocks, AMC, Tesla, Netflix, and Johnson and Johnson. Strap in for an episode loaded with insights and information.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
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July 17, 2023 | Season 5, Episode 23
Ready to demystify the intricate world of financial indicators? Your understanding of inflation, interest rates, and the Treasury yield is about to get a major upgrade. We're starting off by dissecting the method of measuring inflation, the ripple effects of the Federal Reserve's interest rate increases, and the significance of the two-year Treasury yield. Expect a deep dive into June's CPI report, which throws light on the unexpected dip in annual inflation from 9.1% to 3%. We'll also venture a prediction on the future trajectory of the CPI based on the data from June 2022.
Switching lanes, we'll then take you on a journey across the global financial markets. With futures showing a downside bias and equity markets displaying a mixed bag, we'll decode what the numbers say about June's retail sales and industrial production. We'll travel all the way to China to make sense of their mixed economic data. We'll also zoom into individual stocks - think Ford, Microsoft, Tesla, Pepsi, United Airlines, AT&T, and Chewy. And we won't leave out the intriguing developments around the Russia-Crimea bridge, Yellen's remarks on Chinese tariffs, Cathie Wood's ARC fund, and the Visa and Mastercard stocks discussed in Barron's Trader column. So join us, as we unpack these complex trends to empower you to make confident financial decisions.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
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July 10, 2023 | Season 5, Episode 22
Ever wondered why good economic news sometimes makes the market drop? This week we're slicing through the complexities of market reactions to economic data, starting with last week's ADP report that showed a surge in private payrolls. The market's response? Pricing in a higher probability of the Federal Reserve raising interest rates. We dissect this financial paradox and discuss the potential implications on the money supply. Trust us, understanding the current market environment when interpreting news is crucial.
As we navigate through the mixed stock futures market, we touch on the impending inflation and earnings reports. From China's CPI and PPI data to the bond market and individual stocks like Nvidia, Tesla, and Helen of Troy, we've got you covered. And let's not forget the geopolitical happenings - Yellen's China trip, Biden's statement on Ukraine and NATO, and the Dutch government's coalition collapse. With Q2 earnings season around the corner, we're simmering over the potential effects of the ADP and BLS job reports on the Fed's future moves.
And the analysis doesn't stop there. We're putting the S&P 500, Walmart, and the pharmaceutical industry under the microscope. With interest rates on the rise, how do the capitalization-weighted S&P 500 Index and the equally-weighted index compare? And how about Walmart's growing retail tech capabilities - do they give it a strategic edge over Amazon? Wrapping up with a deep dive into the pharmaceutical industry, we tie it all back to the importance of understanding the current market landscape for making informed investment decisions. Buckle up for an enlightening journey into the financial markets.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
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June 26, 2023 | Season 5, Episode 21
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode, hosted by Keith Lanton, the focus is on conducting a midyear checkup or reassessment of your portfolio in light of the approaching halfway point of the year. The episode begins with a discussion on recent events in Russia and their potential impact on financial markets. The uncertainty surrounding the situation is reflected in rising bond prices and a modest increase in oil prices. The episode emphasizes the importance of considering personal factors such as health, income changes, significant life events, and planned expenditures when evaluating the need for portfolio adjustments.
Keith Lanton then delves into the bullish and bearish outlooks for the US economy and equity markets, acknowledging the polarizing views in the investment landscape. He presents a list of positive factors, including the record amount of cash on the sidelines, the strength of the US military and economy, decreasing inflation, low corporate default rates, and various positive developments in manufacturing and infrastructure investment. On the other hand, he also highlights concerns such as potential interest rate hikes, market performance, technological advancements affecting jobs, political polarization, geopolitical tensions, and the state of the banking system.
For those considering adjustments to their investment portfolios, Keith Lanton suggests a variety of options. While remaining invested in equities at an appropriate percentage, he points out the opportunities in the fixed income market. Short-term treasuries, municipal bonds, and mortgage-backed securities offer attractive yields, providing stability and income potential. He also mentions the option of outsourcing fixed income asset allocation to quality managers.
Overall, the episode encourages listeners to carefully evaluate their financial plans and strategies, taking into account personal circumstances and weighing the bullish and bearish factors in the current investment environment.
We hope you enjoy the show and please share it with friends, family, and colleagues. For press interviews, please call 631-454-2000
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
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June 12, 2023 | Season 5, Episode 20
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
Join Keith in this captivating episode as he delves into the intriguing world of the recent market rally, exploring its implications in the face of numerous concerns. Drawing inspiration from the insightful stories featured in Barron's and the buzzing stocks that are making waves, Keith brings you an engaging discussion that will leave you informed and inspired. The episode's title takes a nod from Barron's compelling cover story, which captured attention throughout the week. Additionally, brace yourself for an enlightening conversation as Brad Harris joins Keith to provide expert insights on the ever-evolving bond market. Tune in now for an enriching experience!
We hope you enjoy the show and please share it with friends, family, and colleagues. For press interviews, please call 631-454-2000
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
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June 05, 2023 | Season 5, Episode 19
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode, Keith speaks about trends: trends in longevity and trends that may impact the future of investing. A lot has happened n the past few days as the debt ceiling crisis has been averted, at least for the next two years. Check it out!
We hope you enjoy the show and please share it with friends, family, and colleagues. For press interviews, please call 631-454-2000
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
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May 22, 2023 | Season 5, Episode 18
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode, Keith gives us a broad view of the financial markets, artificial intelligence - AI, the debt ceiling, fossil fuels, and the current rally. Brad Harris, Director of Fixed Income, gives us some lessons on the bond market.
Please note, there will not be a podcast on May 30, 2023 due to scheduling conflicts.
We hope you enjoy the show and please share it with friends, family, and colleagues. For press interviews, please call 631-454-2000
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
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May 15, 2023 | Season 5, Episode 17
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode, Keith discusses the upcoming debt ceiling and provides us a historical perspective.
We hope you enjoy the show and please share it with friends, family, and colleagues. For press interviews, please call 631-454-2000
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
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May 8, 2023 | Season 5, Episode 16
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode, there is a lot to discuss in the equity and debts markets. Last week, the Fed once again raised rates 25 bp to 5%-5.25%. What does this mean for your portfolio and how should you position?
Brad Harris, Director of Fixed Income joins Keith to review this week's action in the bond market.
We hope you enjoy the show and please share it with friends, family, and colleagues. For press interviews, please call 631-454-2000
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
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May 1, 2023 | Season 5, Episode 15
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
Welcome to the month of may. “Sell in May and go away” is an old adage in the stock market, and it might be especially applicable this year. Keith shares his thoughts on this adage and how investors may decide to position themselves. This week all eyes are on the Fed as they meet Tuesday and Wednesday to discuss the latest monetary policy and how they will continue to flight inflation.
Brad Harris, Director of Fixed Income joins Keith to review this week's action in the bond market.
We hope you enjoy the show and please share it with friends, family, and colleagues. For press interviews, please call 631-454-2000
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
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April 24, 2023 | Season 5, Episode 14
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
Next week is Fed week, and markets will be closely listening to each word the Fed speaks. What do the Leading Economic Indicators tell us? Keith shares his thoughts and experiences on all the latest economic and financial news. Brad Harris, Director of Fixed Income joins Keith and provides some insightful viewpoints from the bond trading desk
We hope you enjoy the show and please share it with friends, family, and colleagues. For press interviews, please call 631-454-2000
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
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April 17, 2023 | Season 5, Episode 13
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
The title of this podcast is actually a quote by Gustave Flaubert, a French novelist. He has been considered the leading exponent of literary realism in his country and abroad.
In this episode, Keith opines on why we sometimes feel that situations we are facing are new and haven't occurred in the past. Sometimes our perceptions play tricks on us. He then brings us up to date on market conditions, economic news, and more. Brad Harris, Director of Fixed Income joins Keith and provides some insightful viewpoints from the bond trading desk
We hope you enjoy the show and please share it with friends, family, and colleagues. For press interviews, please call 631-454-2000
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
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April 10, 2023 | Season 5, Episode 12
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode, Keith opines on whether the Fed should raise rates further, cracks being observed in the credit markets and more. Brad Harris, Director of Fixed Income joins Keith and provides some insightful positioning an investor may wish to consider depending on their risk tolerance, goals, and time horizon.
We hope you enjoy the show and please share it with friends, family, and colleagues. For press interviews, please call 631-454-2000
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
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April 3, 2023 | Season 5, Episode 11
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode, Keith discusses the current financial banking crisis, the 1st quarter of the year, recent major events, OPEC, TikTok and more. Brad Harris, Director of Fixed Income joins Keith for an in depth look at bonds and rates
We hope you enjoy the show and please share it with friends, family, and colleagues. For press interviews, please call 631-454-2000
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
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March 20, 2023 | Season 5, Episode 10
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode, Keith discusses the current financial banking crisis, the shotgun marriage between Credit Suisse and UBS, and more. If all this talk about bank safety concerns you, come listen to Keith as he may shed some light on the situation. As always, Keith does a great job of explaining things in a simple to understand manner.
We hope you enjoy the show and please share it with friends, family, and colleagues. For press interviews, please call 631-454-2000
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
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March 13, 2023 | Season 5, Episode 9
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode, Keith discusses and shares his thoughts on the banking sector and the developments with Silicon Valley Bank. What went wrong at Silicon Valley Bank and can other banks face a similar fate?
We hope you enjoy the show and please share it with friends, family, and colleagues. For press interviews, please call 631-454-2000
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
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March 06, 2023 | Season 5, Episode 8
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode, Keith reminds us that while we may think certain events haven't happened before or are new, that, in fact, history does tend to repeat itself. Keith then shares some updates on the markets, stocks making news, and Brad joins him to talk about what he has been seeing in the bond markets.
We hope you enjoy the show and please share it with friends, family, and colleagues. For press interviews, please call 631-454-2000
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
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February 13, 2023 | Season 5, Episode 7
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode, Keith gives shares a story about Customer Service from one of our Business Consultants, Mr. Kevin Leahy. He then brings us up to speed on the financial markets and concludes his remarks with a talk about Retirement Longevity, a topic of interest to many persons nearing retirement. Brad Harris updates us on the the action in the bond market this week.
We hope you enjoy the show and please share it with friends, family, and colleagues. For press interviews, please call 631-454-2000
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
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February 6, 2023, Season 5, Episode 6
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode, Keith gives us some insights into the SECURE Act 2.0 nd how this is impacting retirees in retirement planning. Keith then updates us on the financial markets, including stocks making news and the Federal Reserve. Brad Harris gives us some insights into the bond market with a focus on municipal bonds.
We hope you enjoy the show and please share it with friends, family, and colleagues. For press interviews, please call 631-454-2000
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
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January 30, 2023, Season 5, Episode 5
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode, Keith opens up on the relevance of the United States dollar as a reserve currency. He then discusses the importance of the fed meeting this week and how this may have an impact on this year strong rally, and why everybody will be focusing on one word, "ongoing", and what that means. Brad Harris gives us some insights into the bond market and the looming fight over the debt ceiling.
We hope you enjoy the show and please share it with friends, family, and colleagues. For press interviews, please call 631-454-2000
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
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January 23, 2023, Season 5, Episode 4
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode, Keith updates us on the markets, stocks making news and more. Brad Harris gives us some insights into the bond market and current levels he is seeing.
We hope you enjoy the show and please share it with friends, family, and colleagues. For press interviews, please call 631-454-2000
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
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January 17, 2023, Season 5, Episode 3
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode, Keith updates us on the markets and what the first week of trading can tell us about the markets behavior for the remainder of the year. He outlines for us the Feds fight against inflation, stocks making news and more to hopefully get your financial year on track.
We hope you enjoy the show and please share it with friends, family, and colleagues. For press interviews, please call 631-454-2000
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
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January 9, 2023, Season 5, Episode 2
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode, Keith discusses the importance of value investing and spending "time" in a holding, specifically when it come to individual stocks. Keith shares some insights from Nick Sleep and Qais Zakaria, a team that focused on Buffett like value investing in their company, The Nomad Investment Partnership. Brad Harris joins Keith and provides us with an update on the bond market.
We hope you enjoy the show and please share it with friends, family, and colleagues. For press interviews, please call 631-454-2000
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
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January 3, 2023, Season 5, Episode 1
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
Welcome to 2023 and Season 5 of Enlightenment - a Herold & Lantern Investments podcast featuring Mr. Keith Lanton.
In this fist episode of 2023, Keith reflects on and shares some lessons from 2022 which by all accounts was not a good year for the financial markets. While inflation has been coming down recently, it's still a risk to the financial markets as the Fed does its best to tame it. Brad Harris, Director of Fixed Income, joins Keith to discuss the bond market and municipal bonds in particular.
We hope you enjoy the show and please share it with friends, family, and colleagues. For press interviews, please call 631-454-2000
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
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December 26, 2022, Season 4 Episode 45
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
Wow what a year! Our 4th season and this is our 45th episode this season. We hope you have enjoyed our financial podcasts. Wishing you all a wonderful 2023!
In this episode, Keith shares some year end inspirational thoughts. On the financial side, Keith reviews some year end to-do's. Congress recently passed a new budget which includes many improvements to the retirement space particularly with IRA accounts . Referred to as SECURE 2.0 - building off of the first SECURE ACT passed in the last Administration - the improvements bring many enhancements to the retirement space including starter 401ks.
Brad Harris, Director of Fixed Income, joins Keith to discuss the bond market and municipal bonds in particular.
We hope you enjoy the show and please share it with friends, family, and colleagues. For press interviews, please call 631-454-2000
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
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December 19, 2022, Season 4 Episode 44
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode, Keith shares some winning strategies from super successful Barbara Corcoran. Keith reminds us of some year end tasks and strategies we should evaluate. He then provides us with an update on the financial markets including the bond market.
We hope you enjoy the show and please share it with friends, family, and colleagues. For press interviews, please call 631-454-2000
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
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December 12, 2022, Season 4 Episode 43
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
This weeks episode aired from our Houston Office. Keith provides us with an update on the financial markets including the bond market. He also shares some thoughts from the book Atomic Habits by James Clear.
We hope you enjoy the show and please share it with friends, family, and colleagues. For press interviews, please call 631-454-2000
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
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November 28, 2022, Season 4 Episode 42
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
Producers Note - if you are looking for last weeks episode, we had some technical difficulties during the recording. Thank you for your understanding.
This weeks podcast will focus on the current state of the financial markets given the meaningful bounce we have seen since the recent lows. Has a new bull market started or are we seeing a bear market rally?
Keith will continue his thoughts on investing strategy, investing in a simpler manner making sure one understands their investments. These thoughts are a continuation from previous episodes and the book Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets by William Green. He then updates listeners on current financial conditions, inflation, interest rates, and more. Brad Harris, Director of Fixed Income, closes with an update on the municipal bond market.
We hope you enjoy the show and please share it with friends, family, and colleagues. For press interviews, please call 631-454-2000
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
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November 7, 2022, Season 4 Episode 41
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
Keith shares further thoughts from the book Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets by William Green, He then updates listeners on current financial conditions, inflation, interest rates, and more. Brad Harris, Director of Fixed Income, closes with an update on the municipal bond market.
We hope you enjoy the show and please share it with friends, family, and colleagues. For press interviews, please call 631-454-2000
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
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October 31, 2022, Season 4 Episode 40
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this Halloween episode, Keith shares further thoughts from the book Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets by William Green, this time focusing on Howard Marks of Oaktree Capital Management and the person who penned the title of this episode. He then updates listeners on current financial conditions, inflation, interest rates, and more. Brad Harris, Director of Fixed Income, closes with an update on the municipal bond market.
We hope you enjoy the show and please share it with friends, family, and colleagues. For press interviews, please call 631-454-2000
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
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October 24, 2022, Season 4 Episode 39
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode, Keith shares further thoughts from the book Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets by William Green, this time of focusing on the Warren Buffett interview. We have a big week coming with with major tech companies reporting. Keith also discusses the concept of a diversified portfolio and whether or not diversified portfolios still work.
We hope you enjoy the show and share it with colleagues and friends. For press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
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...
October 17, 2022, Season 4 Episode 38
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
This episode talks about investing, goals and how probabilities play a role in investing. Keith gives us some thoughts from the book Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets by William Green.
We hope you enjoy the show and share it with colleagues and friends. For press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
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...
October 10, 2022, Season 4 Episode 37
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
This episode talks about reflecting and trying not to get lost in the details. Keith references some thoughts from author James Clear. He then discusses the federal reserve, inflation, and interest rates, and shares some thoughts from Barron's. As today is a federal holiday, the bond market is closed.
We hope you enjoy the show and share it with colleagues and friends. For press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
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...
September 26, 2022, Season 4 Episode 36
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode, Keith Keith shares insights into the book, The Alchemist, by Paolo Coelho and how that may relate to our financial well-being. He then reviews the latest economic and financial news such as the UK Gilt blow-up. Brad Harris joins Keith and concludes the show with a bond market update.
We hope you enjoy the show and share it with colleagues and friends. For press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.
For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice. For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure
September 26, 2022, Season 4 Episode 35
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode, Keith shares his thoughts about the havoc in the financial markets and discusses his thoughts and strategy on how to approach the market carnage. And how to best position going forward. What was in the past may not be what will be in the future. Perhaps this is a new beginning in assessing one's personal goals and risk tolerance with a Financial Professional. Sometimes emotions override our logic, those are times when it's important to speak to an independent third party. This is similar to a relationship we have with our Primary Care Physician and a Well Visit.
We hope you enjoy the show and share it with colleagues and friends. For press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.
For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice. For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure
September 19, 2022, Season 4 Episode 34
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode, Keith provides an update on the bond and stock markets as the prior week was a tumultuous week for both stocks and bonds. Is it time perhaps to reallocate into bonds with yields much higher? Listen to this week's episode to gain some valuable insight as this week the Fed is scheduled to raise the benchmark rate again by 75 basis points.
We hope you enjoy the show and share it with colleagues and friends. For press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.
For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice. For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure
September 12, 2022, Season 4 Episode 33
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode, Keith starts off by sharing some thoughts about 9-11, which occurred 21 years ago. He then discusses some truths on investing from the book called "Simple Wealth, Inevitable Wealth" by Nick Murray - how we should be thinking about investing. The title of this podcast is in reference to Nick Murray.
He then brings us up to speed on current news and events around the world. Keith shares some thoughts from Barron's and stocks making news. Keith shares insights from a Barron's article about Social Security. Brad Harris, Director of Fixed Income, joins Keith and gives us an update on the bond market.
We hope you enjoy the show and share it with colleagues and friends. For press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.
For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice. For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure
September 6, 2022, Season 4 Episode 32
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode, Keith channels the wisdom of Tony Robbins as it relates to the financial markets. Bonds have been on the move and Keith shares his thoughts on municipals. The after summer season can present some challenges as September and October can be volatile months. He then talks about stocks making news, and shares some thoughts from Barron's.
We hope you enjoy the show and share it with colleagues and friends. For press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.
For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice. For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure
August 29, 2022, Season 4 Episode 31
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode, Keith shares some insights from author James Clear of Atomic Habits regarding mistakes and distractions. He then discusses recent Federal Reserve remarks from Jackson Hole which have rattled the financial markets, Barrons cover story on water, stocks making news, and more.
We hope you enjoy the show and share it with colleagues and friends. For press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.
For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice. For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure
August 22, 2022, Season 4 Episode 30
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode, Keith discusses Barron's article interview about megatrends shaping our future. He then shares his thoughts on Barron's cover story about how the United States may already be in recession.
We hope you enjoy the show and share it with colleagues and friends. For press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.
For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice. For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure
August 15, 2022, Season 4 Episode 29
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode, Keith shares some insights into Malcolm Gladwell's book "Talking To Strangers" and how some aspects of the book can be applied to Financial Services or any profession where one interacts with clients. He then covers recent legislation and how that may impact an investor's portfolio, stocks making the news, insights from Barrons, renewable energy, and more. Brad Harris, Director of Fixed Income, shares a quick update on the bond market.
We hope you enjoy the show and share it with colleagues and friends. For press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.
For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice. For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure
August 08, 2022, Season 4 Episode 28
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode, Keith speaks about inflation, interest rates, and the Inflation Reduction Act which was just passed in the Senate. Keith starts the podcast and shares three books Bill Gates has recommended for summertime reading: The Power by Naomi Alderman, Why We're Polarized by Ezra Klein, and The Ministry for the Future by Kim Stanley Robinson.
Brad Harris, Director of Fixed Income, shares a quick update on the bond market.
We hope you enjoy the show and share it with colleagues and friends. For press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.
For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice. For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure
August 01, 2022, Season 4 Episode 27
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode, Keith shares some insights on investing by Ray Dalio. He then updates us on the financial markets, stocks making news, and other headlines from Barron's. Keith also educates his listeners on alternative income investments such as Annuities, I-Bonds, and TIPs, which have received a lot of press this year, Brad Harris, Director of Fixed Income, concludes the podcast with an update on the bond market.
We hope you enjoy the show and share it with colleagues and friends. For press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.
For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice. For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure
July 25, 2022, Season 4 Episode 26
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode, Keith shares some quotes and thoughts from author James Clear. He then updates us on the financial markets as earnings season rolls ahead with 175 S&P companies reporting this week. He then talks about stocks making news and other headlines from Barron's. Brad Harris, Director of Fixed Income, concludes the podcast with insights into the bond market and the yield curve.
We hope you enjoy the show and share it with colleagues and friends. For press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.
For informational purposes only, not intended as investment advice. Views and opinions are subject to change without notice
July 18, 2022, Season 4 Episode 25
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode, Keith shares some interesting facts about money and currency. He then updates us on the financial markets as earnings season is about to heat up. He then talks about stocks making news and other headlines from Barron's. Brad Harris, Director of Fixed Income, concludes the podcast with an update on the municipal market and the status of the yield curve.
We hope you enjoy the show and share it with colleagues and friends. For press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.
For informational purposes only, not intended as investment advice. Views and opinions are subject to change without notice
July 11, 2022, Season 4 Episode 24
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode, Keith shares some quotes from Zig Ziglar, and updates us on the financial markets as last week, the Nasdaq posted five straight, up days. He also shares some thoughts on how retirees may wish to think about positioning their portfolios. He then talks about stocks making news and other headlines from Barron's.
We hope you enjoy the show and share it with colleagues and friends. For press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.
There will not be a podcast next week as it is July 4th holiday.
For informational purposes only, not intended as investment advice. Views and opinions are subject to change without notice
June 27, 2022, Season 4 Episode 23
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode, Keith shares insights from Warren Buffett on investing and how to be successful. He then talks about stocks making news and other headlines from Barron's.. Brad Harris joins Keith to give us an update on the municipal bond market.
We hope you enjoy the show and share it with colleagues and friends. For press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.
There will not be a podcast next week as it is July 4th holiday.
For informational purposes only, not intended as investment advice. Views and opinions are subject to change without notice
June 6, 2022, Season 4 Episode 22
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode, Keith shares some further insights about work and life from author James Clear and his book "Atomic Habits". He then talks about stocks making news like Amazon which is now trading split adjusted after the 20:1 split. Brad Harris joins Keith to give us an update on the municipal bond market.
We hope you enjoy the show and share it with colleagues and friends. For press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.
For informational purposes only, not intended as investment advice. Views and opinions are subject to change without notice
May 31, 2022, Season 4 Episode 21
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode, Keith shares some insights on using technology to work smarter and be more efficient, last week's rally, and Fed policy. Brad Harris joins Keith to give us an update on the muni bond market and what we may expect going forward.
We hope you enjoy the show and share it with colleagues and friends. For press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.
For informational purposes only, not intended as investment advice. Views and opinions are subject to change without notice
May 23, 2022, Season 4 Episode 20
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode, Keith shares some quotes for reflection in these uncertain times. He then reviews current financial headlines and stocks that are making news and shares some insights from Barron's. Brad Harris provides an update on the municipal bonds market.
We hope you enjoy the show and share it with colleagues and friends. For press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.
For informational purposes only, not intended as investment advice. Views and opinions are subject to change without notice
May 16, 2022, Season 4 Episode 19
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode, Keith shares some thoughts on how to navigate the storm that is the financial markets. Keith then discusses the current volatility in the financial markets, and stocks making news, and shares some insights from Barron's.
We hope you enjoy the show and share it with colleagues and friends. For press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.
For informational purposes only, not intended as investment advice. Views and opinions are subject to change without notice
May 9, 2022, Season 4 Episode 18
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode, Keith shares some thoughts on "success" from Warren Buffett. This was from a discussion Mr. Buffett had with students in Georgia back in 2019. Keith then discusses the current volatility in the financial markets, and stocks making news, and shares some insights from Barron's.
Brad Harris gives us an update on the bond market with particular attention to the municipal bond market.
We hope you enjoy the show and share it with colleagues and friends. For press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.
For informational purposes only, not intended as investment advice. Views and opinions are subject to change without notice
May 5, 2022, Season 4 Episode 17
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode, Keith shares some more thoughts from James Clear's book "Atomic Habits" which might be applicable in the current financial market environment. He then discusses the current volatility in the financial markets, and stocks making news, and shares some insights from Barron's.
Brad Harris gives us an update on the bond market with particular attention to the municipal bond market.
We hope you enjoy the show and share it with colleagues and friends. For press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.
For informational purposes only, not intended as investment advice. Views and opinions are subject to change without notice
April 25, 2022, Season 4 Episode 16
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode, Keith discusses the current market volatility and uncertainty that's raveling the financial markets.
We hope you enjoy the show and share it with colleagues and friends. For press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.
For informational purposes only, not intended as investment advice. Views and opinions subject to change without notice
April 18, 2022, Season 4 Episode 15
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
So what does a milk carton have to do with investing and the financial markets? Keith shares his insights into an Inc magazine article by Justin Bariso entitled "How Emotionally Intelligent People Use the 'Milk Carton Rule' to Solve Problems and Avoid Frustration" from April 14, 2022.
We hope you enjoy the show and share it with colleagues and friends. Press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.
For informational purposes only, not intended as investment advice. Views and opinions subject to change without notice
April 11, 2022, Season 4 Episode 14
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
With tax day fast approaching next Monday, Keith sheds some light on the history of taxes in the USA. Market pessimism continues to rise along with volatility. It's not often one experiences sell offs of this nature in both the stock and bond markets. Brad Harris shares his emotions in what has been a hectic few weeks and the markets look poised to continue to rattle investors this week.
We hope you enjoy the show and share it with colleagues and friends. Press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.
For informational purposes only, not intended as investment advice. Views and opinions subject to change without notice
April 4, 2022, Season 4 Episode 13
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
Keith starts the podcast by sharing more thoughts from James Clear and his book "Atomic Habits". He provides us with an update on the financial markets and recent news that can impact your portfolio. Brad Harris, Director of Fixed Income, concludes with a more in-depth view of the bond market.
We hope you enjoy the show and share it with colleagues and friends. Press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.
For informational purposes only, not intended as investment advice. Views and opinions subject to change without notice
March 28, 2022, Season 4 Episode 12
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode, Keith talks about the book The Power of Regret by Daniel Pink and how this may fit into ones financial life. He then touches on the recent volatility of the bond market which has been greater than the volatility of bitcoin, stocks making news and more. Brad Harris, Director of Fixed Income, concludes with a more in depth view of the bond market.
We hope you enjoy the show and share it with colleagues and friends. Press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.
For informational purposes only, not intended as investment advice. Views and opinions subject to change without notice
March 21, 2022, Season 4 Episode 11
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode, Keith discusses whether or not this rally will last, inflation which made headlines in the financial papers this weekend, Ukraine, Chinese stocks, and more. Brad Harris updates us in municipal bond trading.
We hope you enjoy the show and share it with colleagues and friends. Press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.
For informational purposes only, not intended as investment advice. Views and opinions subject to change without notice
March 14, 2022, Season 4 Episode 10
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode, Keith discusses the current state of the market. All eyes are on the Fed as they are about to increase rates for the first time since 2018. Keith shares some insights on personal development citing some quotes from James Clear and Atomic Habits
Brad Harris shares his municipal bond trading insights. We hope you enjoy the show and share it with colleagues and friends.
Press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.
For informational purposes only, not intended as investment advice. Views and opinions subject to change without notice
March 7, 2022, Season 4 Episode 9
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode, Keith brings us up to speed on rising oi prices, the Russia invasion of Ukraine and more. The big question is will the United State of America have to cut a deal for oil .... with Iran or Argentina? The financial markets are definitely shaky and Keith's calming words reminds investors we will eventually get past the turbulence.
We hope you enjoy the show and share it with colleagues and friends.
Press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.
For informational purposes only, not intended as investment advice. Views and opinions subject to change without notice
February 28, 2022, Season 4 Episode 8
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode, Keith discusses the impact of The Russian invasion of Ukraine on portfolios and whether the rise in commodities, particularly oil, can lead us into a recession. He then updates us on current financial conditions, stocks making news, and more.
Brad Harris, Director of Fixed Income, gives us an update on the bond market and steps an investor can take to better position their portfolios.
We hope you enjoy the show and share it with colleagues and friends.
Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.
For informational purposes only, not intended as investment advice. Views and opinions subject to change without notice
February 14, 2022, Season 4 Episode 7
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode, Keith discusses the wild ride we have been experiencing in the markets. Keith also shares some insights as to why TIPs and Gold haven't been the inflation hedge they normally are during times of rising interest rates. Brad Harris, Director of Fixed Income, concludes the podcast with a commentary on the bond market which has not been spared from the volatility.
We hope you enjoy the show and share it with colleagues and friends.
Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.
For informational purposes only, not intended as investment advice. Views and opinions subject to change without notice
February 7, 2022, Season 4 Episode 6
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode, Keith discusses how the bond market is in control of the financial markets worldwide and what this means for investors and their portfolios. Keith also gives us some insights into a book called "Subtract" by Leidy Klotz; a book about how deleting things from our lives can lead us to exciting new things.
We hope you enjoy the show and share it with colleagues and friends.
Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.
For informational purposes only, not intended as investment advice. Views and opinions subject to change without notice
January 31, 2022, Season 4 Episode 5
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
A common question we have been receiving is how to align a portfolio with rising inflation; something we haven't seen in a long time. In this episode, Keith shares some insights from a recent webcast by Wharton Executive Education entitled: "Investing in a High Inflation World" featuring Itamar Drechsler, Joao Gomes, and Nikolai Roussanov - Wharton Professors. Brad Harris, Director of Fixed Income, explains what he calls a "dislocated" bond market and the possibility of an inverted yield curve.
We hope you enjoy the show and share it with colleagues and friends.
Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.
For informational purposes only, not intended as investment advice. Views and opinions subject to change without notice
January 24, 2022, Season 4 Episode 4
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
With inflation roaring and the markets acting very volatile, Keith tackles this age old investing question in todays episode of Enlightenment. Brad Harris, Director of Fixed Income, closes the podcast with an update of the bond market.
We hope you enjoy the show and share it with colleagues and friends.
Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.
For informational purposes only, not intended as investment advice. Views and opinions subject to change without notice
January 18, 2022, Season 4 Episode 3
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In today’s episode rising inflation and investor anticipation of a seemingly inevitable rate hike by the federal reserve is causing the bond market to drive equity valuations to the downside. In this episode Keith celebrates the legacy of Martin Luther King Jr. Although MLK was not necessarily a businessman Keith makes note of 5 of his teachings and how they can be applied to the business world or life in general. The episode goes on to discuss financial markets and global news impacting them, as well as upcoming reports scheduled for this week. Additionally, Keith brings to view an interesting article from Barron’s regarding the annual round-table event where “market-pros” voice their opinions and expectations for the year ahead. Keith is then joined by Brad Harris, Director of Fixed Income, to give a rather timely overview of the bond market.
We hope you enjoy the show and share it with colleagues and friends.
Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.
January 10, 2022, Season 4 Episode 2
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode Keith continues last week's discussion of quotes for having a positive mindset, featuring words of wisdom from Confucius, Plato, Michelangelo, and Mario Andretti. Keith then goes on to discuss how we should position ourselves financially for 2022 given current economic factors and expectations. The episode continues to provide an update to the status of financial markets as well as news surrounding a few individual stocks. Additionally, Keith provides us with some information regarding economic reports to expect this week such as the consumer price index as well as the producer price index. Keith then analyzes a few articles from Barron’s providing several reasons as to why inflation is here to stay. Brad Harris, Director of Fixed Income, joins the show to give an update on the bond market.
We hope you enjoy the show and share it with colleagues and friends.
Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.
January 3, 2022, Season 4 Episode 1
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In the first episode of 2022 Keith provides us with a final reflection on 2021 as well as a look at what is to come this year. In getting into the right mindset entering the new year Keith discusses several inspirational and motivational quotes from Serena Williams, Christiano Ronaldo, Muhammad Ali and more. Keith then dives into Barron’s annual assessment of the most attractive areas to invest in 2022. Keith also points out some news affecting financial markets as well as some economic reports we can expect to be published this week. Additionally, Keith identifies a few individual stocks that you should pay attention to as we move into the new year. Lastly, Brad Harris, Director of Fixed Income, joins the show to provide us with an overview of the bond market.
We hope you enjoy the show and share it with colleagues and friends.
Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.
December 27, 2021, Season 3 Episode 48
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode Keith wishes everyone a Happy New Year as this is the last episode of 2021. Today’s episode discusses an article from Ink magazine talking about 8 rules that emotionally intelligent people follow. Keith makes a point to have individual investors as well as investment professionals conduct a reflection of their performance in 2021, “What did you do well and what could be improved upon?” The purpose of this exercise is to use the lessons learned from the year and utilize them as building blocks towards future success. The show goes on to highlight news affecting financial markets as well as a spotlight on a few individual stocks. Then, Keith discusses 3 articles from Barron’s mostly covering a surging number of COVID cases. Lastly, Brad Harris, Director of Fixed Income, joins Keith to give an update on the bond market.
We hope you enjoy the show and share it with colleagues and friends.
Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.
December 20, 2021, Season 3 Episode 47
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode Keith wishes everyone a Merry Christmas and discusses some end of year planning strategies. Additionally, he brings attention to the topic of mental strength, which is rather important for handling the volatility in the market as well as in our everyday lives. Some of the lessons include utilizing deep breathing techniques, not wasting your energy on negativity, and keeping your metaphorical “fuel tank full” to handle high pressure situations. Then Keith moves on to discuss a big week of economic reports including consumer confidence, home sales and income consumption. Be sure to stick around to the very end as Keith highlights two reports from Barron’s, one discussing their growth projections for 2022 and the other a curated list of Barron’s top 10 stocks for the new year.
We hope you enjoy the show and share it with colleagues and friends.
Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.
December 13, 2021, Season 3 Episode 46
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode Keith provides us with some highlights of a recent Charles Schwab presentation to give us some perspective and an evaluation of both the stock and bond market. Some of the topics discussed include: measuring inflation utilizing treasury inflation-protected securities, profit margins as result of increased labor and input costs, as well as the growing disparity between the demand for goods and services. Keith then goes on to talk about news affecting the markets as well as 3 interesting articles from Barron’s. He is then joined by Brad Harris, Director of Fixed Income, to point out some interesting trends in the municipal bond market.
We hope you enjoy the show and share it with colleagues and friends.
Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.
December 6, 2021, Season 3 Episode 45
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode Keith discusses a study conducted by Hartford Investment Group on “the power of negative thinking.” Although there is most definitely a benefit to positive thinking, if one chooses to only envision success it may create an incomplete view of the future. Imagining failure is a very important tool to help you foresee the obstacles that may get in the way of your success, so when these obstacles occur you can create a plan to properly navigate them. The discussion continues to talk about several reasons as to why the vast majority of individual investors fall short of their goals. Keith then talks about current events and upcoming economic reports impacting both the equities market as well as the bond market.
We hope you enjoy the show and share it with colleagues and friends.
Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.
November 29, 2021, Season 3 Episode 44
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode Keith continues his discussion on “The Psychology of Money” by Morgan Housel and several takeaways we can implement into our own thinking. The discussion includes proper asset allocation, leaving room for error, psychology as when to buy and sell positions and more. One lesson is to understand your own investing strategy, for example if you are a long-term investor, you should not get caught up in the horizons of short-term investors. Keith then talks about the newly discovered omicron variant of COVID-19 and how it has impacted the financial markets. Additionally, the initial sell off triggered by an over-reaction to the variant's discovery proves the belief that bonds still remain an essential part of most portfolios. Brad Harris, Director of Fixed Income, then joins Keith to discuss the bond market.
We hope you enjoy the show and share it with colleagues and friends.
Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.
November 22, 2021, Season 3 Episode 43
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode Keith wishes everyone a Happy Thanksgiving and discusses some strategies for the end of the year in order to mitigate losses due to taxes. Keith also talks about “The Psychology of Money” by Morgan Housel and a few important lessons from the book. One key lesson is a large percentage of market returns or returns in life in general are driven by only a handful of winners. The episode goes on to discuss current market conditions with a specific focus on decisions made by the Federal Reserve and how they will impact the bond market. Keith is then joined by Brad Harris, Director of Fixed Income, to further discuss the bond market.
We hope you enjoy the show and share it with colleagues and friends.
Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.
November 15, 2021, Season 3 Episode 42
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
On November 8, 2021, there was no podcast.
Keith discusses the ins and outs of tax-loss harvesting, especially with respect to bonds since with interest rates rising, that's where one may find some losses to offset taxable gains. He then reviews current financial conditions, stocks making news, and more.
Brad Harris, Director of Fixed Income, joins Keith to give us a brief update on the municipal bond market.
We hope you enjoy the show and share it with colleagues and friends.
Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.
November 1, 2021, Season 3 Episode 41
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
Welcome to November!. Keith starts the podcast with some interesting financial tidbits from MFFS. He then follows up with possible causes of the yield curve flattening last week, stocks making news, and some interesting thoughts from Barrons.
Brad Harris, Director of Fixed Income, further details the flattening of the yield curve and possible reasons.
We hope you enjoy the show and share it with colleagues and friends.
Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.
October 25, 2021, Season 3 Episode 40
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In his episode, Keith highlights a book he is reading " You Are a Baddass" by Jen Sincero. Amazon describes it as "In this refreshingly entertaining how-to guide, bestselling author and world-traveling success coach, Jen Sincero, serves up 27 bitesized chapters full of hilariously inspiring stories, sage advice, easy exercises, and the occasional swear word, helping you to: Identify and change the self-sabotaging beliefs and behaviors that stop you from getting what you want, Create a life you totally love. And create it NOW, Make some damn money already. The kind you've never made before. By the end of You Are a Badass, you'll understand why you are how you are, how to love what you can't change, how to change what you don't love, and how to use The Force to kick some serious ass."
Keith then follows up with stocks making news and updates us on the financial markets.
Brad Harris, Director of Fixed Income, joins Keith to discuss year-end tax strategies using municipal bonds.
We hope you enjoy the show and share it with colleagues and friends.
Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.
October 18, 2021, Season 3 Episode 39
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
Volatility in the financial markets can cause anxiety. Keith discusses an article by Neuroscientist Dr. Wendy Suzuki "A neuroscientist shares the 6 exercises she does every day to build resilience and mental strength". In the article, Dr. Suzuki outlines six simple exercises one can perform to help combat anxiety and stress. Keith then discusses some stocks making news this week and brings us up to date on the stock market.
Brad Harris, Director of Fixed Income, joins Keith to share some of his thoughts on the bond market.
We hope you enjoy the show and share it with colleagues and friends.
Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.
October 11, 2021, Season 3 Episode 38
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
Today is Columbus Day and the bond market is closed. Keith starts off this podcast with some of his most favorable quotes from Handy David Thoreau. The title of the podcast is one of his most memorable quotes and it's very true in the financial markets. Keith then updates us on the stock markets and discusses the movements in the oil markets. He then reviews some interesting articles in Barrons and stocks making news.
Despite the bond market being closed today, Brad Harris gives us a quick update and discusses why he's moved to slightly bearish.
We hope you enjoy the show and share it with colleagues and friends.
Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.
October 4, 2021, Season 3 Episode 37
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode, Keith brings us up to speed on the financial markets, employment trends, and inflation. Federal Reserve Chair Powell was in the Congressional hot seat recently; what might this tell us about his renomination? He opens up the podcast with a 1996 list; 10 Things You Did Not Learn In High School.
Brad Harris concludes the podcast by talking about cycles in the municipal bond market. He reminds investors to stay focused on their strategy and their asset allocation.
We hope you enjoy the show and share it with colleagues and friends.
Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.
September 27th, 2021, Season 3 Episode 36
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
Keith begins this week's podcast by citing some thoughts and observations from James Clear, author of "Atomic Habits":
- Start with an incredibly small habit. Make it so easy you can't say no. ...
- Increase your habit in very small ways. ...
- As you build up, break habits into chunks. ...
- When you slip, get back on track quickly. ...
- Be patient
Keith then reviews some economic data that came out, articles in Barrons, stocks making news, and more.
Brad Harris concludes the podcast by talking about cycles in the municipal bond market. He reminds investors to stay focused on their strategy and their asset allocation. There has been a lot of supply issuance in the municipal bond market recently and that has widened spreads.
We hope you enjoy the show and share it with colleagues and friends.
Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.
September 20th, 2021, Season 3 Episode 35
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
Keith begins this week's podcast by citing a few words of wisdom from American entrepreneur Napoleon Hill's novel, Law of Success. Perhaps the most powerful of the citations is to always believe in oneself and be confident in oneself; one can do anything if he believes that he can. But, in order to do so, one needs to get rid of his (1) ignorance and (2) fear. This seems particularly apropos for the moment, as individuals are currently experiencing fear in financial markets. How individuals manage that fear, Hill would say, will be a substantial determinant of their success.
Much of the current angst, Keith says, is a byproduct of the possibility of the Fed tapering and slowing down their asset purchases, China cracking down on tech, commodity prices rising, and inflation picking up at a faster rate than wages are rising. Additionally, the Biden administration is pursuing a tax hike, including a roughly five percent increase in corporate taxes, as well as a fiscal stimulus, and proposing a large infrastructure package.
Internationally, geopolitical tensions have been rising between the United States and China, with US warships moving through the Strait of Taiwan. Tensions are also brewing between the United States and France over the recent Australian nuclear submarine deal brokered by the Biden administration. There is also potential default of Chinese real estate developer Evergrande that is looming. And, the Chinese Communist Party has been doing reference pricing recently, suggesting what asset prices should be; this is encouraging appraisers to price closer to the reference price.
In other news, there has been a significant dip in futures as of late, with averages gapping below their 50-day moving average; at least in the short-term, this does not portend well. And Pfizer has come out with data this morning suggesting that their COVID-19 vaccine is safe for individuals aged 5-11, though vaccine-maker stocks have dipped this morning as the FDA recommended on Friday that booster shots only be administered to those 65 and older as well as the immunocompromised.
In the commodity market, oil is down a bit over two percent, and natural gas is down by about one cent. Gold is up $7.30 this morning, with most cryptocurrencies down. And treasury yields have been lower this morning as well.
On Wednesday, the Federal Open Market Committee will be announcing its monetary policy decision, which is expected to keep the federal funds rate relatively unchanged, though the Committee may signal pairing asset purchases later this year. And, on Thursday, there will be conference calls to discuss quarterly results from Costco and Nike.
Barron's has said that, while there is much to fear, worries about a stock market correction are overblown. They have also said that we could see a pullback of up to 15 percent, but that the bull market nevertheless remains intact because of self-correcting mechanisms the market has in place. Furthermore, Barron's has discussed the possibility of COVID-19 pills to provide both preventative and palliative care against the virus, which could be available by the end of 2021. Lastly, Apple stock dropped last week following a new lineup of iPhones, but Barron's feels that this could change moving forward.
Brad Harris concludes the podcast with some advice to watch the asset allocations and stick to your plan every week, and that it never hurts to be diversified. Even though municipal bonds are down, Brad says, sticking to your allocations will pay off in the long-run.
We hope you enjoy the show and share it with colleagues and friends.
Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.
September 13th, 2021, Season 3 Episode 34
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
Adversity has indeed been unfolding around the world as of late. On Saturday, we sat in solemn remembrance on the 20-year anniversary of 9/11. We have seen ubiquitous natural disasters, such as wildfires and hurricanes, ravage the nation. And, of course, geopolitical tensions between the US and China continue to persist. All of this, inter alia, has given off the impression that the world is headed downhill. But Keith steps in to offer an alternative perspective, in that the overall trend is that the world, when considered on a comprehensive basis and in the annals of time, is significantly improving - something of which we often lose sight. He suggests that our grim outlook on life may very well be a function of the slow pace of the development of the good relative to the fast pace of the development of the bad. When we consider the facts that, inter alia, legal slavery has essentially been abolished around the globe and war casualty rates are at an all-time low, along with the fact that world markets are incrementally moving higher, we might come to realize that - while it is easy to harp on the bad - we might be best off focusing on the good.
Keith notes that, this morning, we are beginning to see a rebound in last week's market sell-off, with the DOW projected to rise by 200 points, the S&P 500 by 27 points, and the NASDAQ by just over 90 points. In some more miscellaneous news, Apple is expected to unveil its iPhone 13 this week. House Democrats are expected to outline its plans for new tax hikes, including a 26.5 percent corporate tax rate. Asian and European markets are mostly higher. Barron's says that the market may be due for a pause or pullback, but no correction or prolonged decline. And Bank of America is predicting a 10-year average loss for the S&P 500 of 8/10 of 1 percent per year, suggesting that the index is headed essentially nowhere for a decade.
In other news, Keith acknowledges the concern that the market will continue to recede even after the delta variant stops making headlines, saying that we cannot fully ascribe the current growth dip to the delta variant. In fact, many economists fear that this dip is not temporary, and that there will continue to be ongoing supply shortages and a large percentage of Americans reliant on government assistance such as stimulus checks and eviction moratoriums even after the delta variant. Keith also notes a trend that Americans are moving to more remote and suburban locations, and, as such, virtual work may not be transitory. This implies substantial demographic changes around the country, as well as profound changes in the housing market; the national median existing home sale price in July was up 18 percent from a year ago.
Keith then cites a prominent economist from Boston University, who has mentioned that individuals are too focused on wealth accumulation and much less on how to have the best lifestyle today and in the future. The economist also feels that lots of people are claiming their Social Security benefits prematurely, and that people are generally retiring too early. Keith then gets into a brief discussion on Bitcoin, stating that the online cryptocurrency remains uncertain, but SEC Chairman Gary Gensler has suggested he is open to to Bitcoin ETF moving forward.
Brad Harris closes the podcast with a few words of advice, in that having a balanced account will help should there be a market correction, and that individuals should keep their allocation of municipal bonds (or whatever form of fixed income product they are looking to use).
We hope you enjoy the show and share it with colleagues and friends.
Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.
September 7th, 2021, Season 3 Episode 33
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode, Keith begins by making a blanket statement that the technique of attempting to time the stock market through extrapolation of future price movements tends to have low success rates and destroy wealth. One of the major reasons for the systematic failure of this technique, he states, is because the market is front-end loaded, and the majority of loss comes within the first 40 days of a bear market. It is a more prudent technique to, instead, stick with a diversified long-term plan. Keith subsequently goes on to discuss Barron's market projections, which, for the time being, are neutral with an upward bias. Barron's states that we may be approaching a correction, but not a bear market. The prospect of a market correction has caused some apprehension due to (1) the possibility of the Federal Reserve tapering and (2) the fact that the Biden administration may hike personal and corporate tax, which would affect earnings. In other news, BMW has said that its chip shortage is expected to last six more months, and, as of last week, the S&P 500 was up a striking 21% for the year. Keith then notes that there is a very large percentage of the population that is doing its own trading on platforms such as Robinhood and Fidelity, and, as such, people need to gain a better understanding of how these platforms work. Keith concludes the podcast by discussing Barron's projections that the biotech sector might be next in line for an uptick, citing a few new companies with innovative new experiments and technologies in areas such as depression treatment, genetic testing, and T-cell treatments.
We hope you enjoy the show and share it with colleagues and friends.
Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.
August 30th, 2021, Season 3 Episode 32
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
With little activity in the market, Keith deems it appropriate to begin this episode with several peaceful quotes from the late great John Lennon, which promote the philosophy of being open to all life has to offer with excitement and acceptance. Amidst this stagnation, however, a bit of anticipatory anxiety looms as the nation awaits Friday's Federal Reserve employment report - one that is more consequential than usual. This will be the Fed's next major announcement following last week's annual Jackson Hole Symposium, in which Chairman Jerome Powell stated that Fed hikes are unlikely in the foreseeable future. In other news, Keith notes that oil prices have risen, albeit marginally, in the wake of Hurricane Ida's wrath in the Gulf Coast. Across the Pacific, an additional shipment of contaminated Moderna COVID-19 vaccination samples arriving in Tokyo have driven the company's stock price down. And in promising news to all, Apple has hinted that its iPhone 13 could support Low Earth Orbit (LEO) satellites, which would allow for calls and messages to be made even in the absence of cellular service. Keith goes on to make mention of the energy sector's upward spiral in the past week, and discusses the current rise of bank stocks in light of prognostication that the yield curve will continue to remain steep. Another major topic of discussion in the podcast is China's floundering market, which, as Keith notes, has dropped by 20 percent in a matter of six months. The United States has, consequently, been withdrawing a significant amount of money out of China. Barron's has been vocal as of late, recommending to prospective speculators to move towards small companies and mutual funds as a means to mitigate risk. They further suggest investing in variable interest entities (VIEs) and exchange traded funds (ETFs), and moving away from American depositary receipts (ADRs) due to associated regulatory risks. Lastly, small-cap stock Plantronics (POLY) is coming under very high recommendation from Barron's due to the hybrid work environment that it permits. Director of Fixed Income Brad Harris steps in to conclude the podcast with some advice on the bond market, stating that, given the uneventful week, bond investors would be best off reviewing their portfolios and investing exclusively in high-grade bonds for the time being.
We hope you enjoy the show and share it with colleagues and friends.
Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.
August 23rd, 2021, Season 3 Episode 31
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode, Keith begins by emphasizing the importance of listening and interpersonal communication, a luxury that society is increasingly allowing to slip through its fingers in favor of mobile technology and virtual communication. Keith then goes on to discuss the emergence of the COVID-19 Delta variant and the market's concern around it, as well as the ramifications of President Biden's recent withdrawal of American troops from Afghanistan. Transitioning to the financial sector, Keith makes a stark juxtaposition between prevailing interest rates and equity markets, with the former being at a record low and the latter being at an all-time high. This comes as the market awaits Federal Reserve Chairman Jerome Powell's upcoming symposium speech in Jackson Hole, Wyoming, which is now being conducted virtually. Keith concludes with Barron's touting of big tech stocks, calling them "unstoppable" as they are so deeply tied and embedded into the digital world and the global economy. Director of Fixed Income Brad Harris closes the podcast, offering some predictions and insight as to what points may be raised in Chairman Powell's upcoming symposium.
We hope you enjoy the show and share it with colleagues and friends.
Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.
August 16th, 2021, Season 3 Episode 30
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode Keith continues his discussion of lessons we can learn from “Rich Dad Poor Dad” by Robert Kiyosaki. He then examines the financial markets and geopolitical news, such as tensions in Afghanistan and how the Delta variant of Covid-19 is slowing economic growth in China. Additionally, Keith notes upcoming financial news including company earnings, reports on the housing market and the upcoming federal reserve meeting all scheduled for this week. Lastly, Keith references an article from Barron’s that discusses 10 stocks that could be the next Amazon. Then, Brad Harris, Director of Fixed Income, joins Keith to give an update on the municipal bond market.
We hope you enjoy the show and share it with colleagues and friends.
Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.
August 9th, 2021, Season 3 Episode 29
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode Keith starts off by identifying some lessons we can learn from “Rich Dad Poor Dad” by Robert Kiyosaki, a book that stresses the importance of financial education as well as improving upon one’s own financial intelligence. Keith then goes on to discuss the financial markets, COVID-19 and upcoming news from Federal Reserve Chairman Jerome Powell. Additionally, Keith makes note of several companies making news. Then, Brad Harris, Director of Fixed Income, joins Keith to give an update on the municipal bond market.
We hope you enjoy the show and share it with colleagues and friends.
Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.
August 2nd, 2021, Season 3 Episode 28
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode Keith discusses several quotes to encourage positive thinking, featuring Winston Churchill, Mahatma Gandhi and more. He also examines the overall financial market, the infrastructure package and the delta variant of COVID-19. Additionally, he makes note of upcoming earnings reports for numerous companies due this week as well as ADP’s National Employment Report for July and what it means for the stock market and interest rates. Then Brad Harris, Director of Fixed Income, joins Keith to give an update on the municipal bond market.
We hope you enjoy the show and share it with colleagues and friends.
Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.
July 26th, 2021, Season 3 Episode 27
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode Keith educates us on several types of annuities and how they vary between individuals. He also discusses this week's upcoming earnings reports for “Big Tech” companies such as Apple, Microsoft, Facebook and Alphabet just to name a few. He also notes the significance of the Federal Reserve Open Market Committee’s monetary policy decision, expected on Wednesday. Additionally, he discusses the financial markets including regulatory constraints on Chinese stocks, and the initial public offering of Robinhood, which will be traded on the Nasdaq under the stock symbol “HOOD.” Then Brad Harris, Director of Fixed Income, joins Keith to give an update on the municipal bond market.
We hope you enjoy the show and share it with colleagues and friends.
Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.
July 19, 2021, Season 3 Episode 26
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode Keith continues his discussion of “Atomic Habits” by James Clear featuring quotes from Henry Ford, Nelson Mandela, Stephen King and more. Additionally, Keith examines market headlines, companies to pay attention to as we move further into earnings season and how the Delta variant of COVID-19 is becoming a serious cause for concern as cases have increased across all 50 states. On a more optimistic note, Keith discusses how synthetic biotechnology companies may have significant growth potential comparable to the dawn of the internet.
We hope you enjoy the show and share it with colleagues and friends.
Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.
July 12, 2021, Season 3 Episode 25
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode Keith discusses an article by James Clear author of "Atomic Habits" which provides insight into how you can improve your focus, concentration, and productivity. Additionally, Keith brings us up to speed regarding financial markets with a focus on Chinese stocks, plus upcoming economic reports. Brad Harris, Director of Fixed Income, joins Keith to give an update on the municipal bond market.
We hope you enjoy the show and share it with colleagues and friends.
Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.
June 28, 2021, Season 3 Episode 24
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode Keith discusses the difference between absolute and relative success. Featuring the wise words of billionaire Warren Buffet and Hall of Fame Golfer Gary Player. Additionally he talks about financial markets, companies making headlines and news reports scheduled for the upcoming week. Followed by Brad Harris, Director of Fixed Income, who shares his thoughts on the municipal bond market.
We hope you enjoy the show and share it with colleagues and friends.
Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.
June 21, 2021, Season 3 Episode 23
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton,
President.
In this episode Keith discusses the importance of hiring a financial professional to guide your investing and savings decisions. Additionally, Keith brings us up to speed with financial markets and news such as the federal reserve decision (or lack thereof). Brad Harris, Director of Fixed Income, joins Keith to give an update on the municipal bond market.
We hope you enjoy the show and share it with colleagues and friends.
Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.
June 14, 2021, Season 3 Episode 22
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President
In this episode Keith provides advice from behavioral scientists as to how you can be successful in not only implementing healthy habits into your routine, but also sticking with them. Behavioral changes normally require high levels of motivation, however, we can make it easier on ourselves. Additionally, Keith discusses the rebounding economy, current events and the rising threat of inflation. Brad Harris, Director of Fixed Income, joins Keith to give an update on the municipal bond market.
We hope you enjoy the show and share it with colleagues and friends.
Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.
June 7, 2021, Season 3 Episode 21
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode Keith presents data from MFS’s “By the Numbers” in order to provide insight into market trends. Additionally, Keith covers several other current events ranging from stimulus relief, the budget deficit and a no longer expanding global population. He is followed by Brad Harris, Director of Fixed Income, who discusses the municipal bond market.
We hope you enjoy the show and share it with colleagues and friends.
Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.
June 1, 2021, Season 3 Episode 20
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode Keith breaks down Daniel Kahneman's definition of 'noise' and how it is affecting your decision making. From financial advisors to doctors and court justices, why do expert opinions tend to vary when presented with the same case. Additionally, Keith discusses a variety of current events ranging from streaming wars, commodity shortages and inflation. Brad Harris, Director of Fixed Income, joins Keith to give us an update on the municipal bond market.
We hope you enjoy the show and share it with colleagues and friends.
Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.
May 24, 2021, Season 3 Episode 19
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode Keith speaks about population growth, population shrinkage, the impact of longevity and how a changing demographic can cause havoc on your investing thesis. Keith then talks about the financial markets, interest rates and the yield curve, and stocks making news this week. Brad Harris, Director of Fixed Income, joins Keith to give us a quick update on the municipal bond market.
We hope you enjoy the show and share it with colleagues and friends.
Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.
May 17, 2021, Season 3 Episode 18
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode Keith shares his thoughts on how advertising and social media influencers have and are impacting our lives. One cannot speak about the internet and advertising without discussing Google who has a 87.5% global market share. Which bring up the question and the title of this episode, "Can We Live Without Google?" What are the most expensive words to advertise on Google? Check out this episode to find out.
Keith then talks about the financial markets in general and stocks making news. Brad Harris, Director of Fixed Income, joins Keith for an insiders view of the municipal bond market.
We hope you enjoy the show and share it with colleagues and friends.
Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.
May 3, 2021, Season 3 Episode 17
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
Well, if you are familiar with Warren Buffett, you may be very familiar with the title of this episode as it references one of the Omaha of Nebraska's most memorable quote: “Only when the tide goes out do you discover who’s been swimming naked.” Mr. Buffett spoke this weekend at the Berkshire Hathaway’s annual shareholder meeting, which always receives intense interest. During this past decade, actually many have been wondering if Mr. Buffett himself has been swimming naked. In this episode, Keith shares his favorite moments from the annual meeting.
Keith then talks about the financial markets in general and stocks making news. Brad Harris, Director of Fixed Income, joins Keith for a broad view of the municipal bond market.
We hope you enjoy the show and share it with colleagues and friends.
Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.
April 26, 2021, Season 3 Episode 16
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode, Keith finishes up his thoughts on the Morgan Housel book "The Psychology of Money -Timeless Lessons on Wealth, Greed, and Happiness." Keith shares his personal favorite factor when managing money.
Keith then talks about current happenings in the financial markets, and stocks making news. Brad Harris, Director of Fixed Income, shares is views on the municipal bond market.
We hope you enjoy the show and share it with colleagues and friends.
Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.
April 19, 2021, Season 3 Episode 15
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode, Keith continues his thoughts on the Morgan Housel book "The Psychology of Money -Timeless Lessons on Wealth, Greed, and Happiness." Keith gives us insights into managing tail risk and why investors should pay close attention as it means life or death in the investing world.
Keith then talks about current happenings in the financial markets, and stocks making news.
We hope you enjoy the show and share it with colleagues and friends.
Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.
April 12, 2021, Season 3 Episode 14
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode, Keith continues his thoughts on the Morgan Housel book "The Psychology of Money -Timeless Lessons on Wealth, Greed, and Happiness." The main premise of the book is that doing well with money has little to do with how smart you are and has a lot to do with how you behave. Listen as Keith applies Napoleon's words and thoughts to the world of investing.
Keith then talks about current happenings in the financial markets, stocks making news and then Brad Harris join Keith to give us an update on the municipal bond market.
We hope you enjoy the show and share it with colleagues and friends.
Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.
April 5, 2021, Season 3 Episode 13
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode, Keith enlightens us on a book he is reading by Morgan Housel entitled "The Psychology of Money -Timeless Lessons on Wealth, Greed, and Happiness." The main premise of the book is that doing well with money has little to do with how smart you are and has a lot to do with how you behave. Keith gives examples in history and why the title of this podcast, a quote by Voltaire, he believes this to be true.
Keith then talks about current happenings in the financial markets, stocks making news and then Brad Harris join Keith to give us an update on the municipal bond market.
We hope you enjoy the show and share it with colleagues and friends.
Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.
March 29, 2021, Season 3 Episode 12
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode, Keith continues his thoughts from last week covering Adam Grant's book "Think Again: The Power of Knowing What You Don't Know" and explores the art of conflict resolution through better listening.
Keith then talks about current happenings in the financial markets, specifically addressing Archegos Capital Management - the $30 billion investment firm that recently unraveled. He then discusses stocks making new and dividend paying stocks.
We hope you enjoy the show and share it with colleagues and friends.
Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.
March 22, 2021, Season 3 Episode 11
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode, Keith explores the art of conflict resolution through better listening, and how this can be applied in personal relationships as well as business.
"Courage is what it takes to get up and speak. Courage is also what it takes to sit down and listen." ~ Winston Churchill
Keith then talks about current happenings in the financial markets, stocks making news, especially important as this week is the one year anniversary of the, Covid induced, stock market bottom.
Brad Harris, Director of Fixed Income, shares his latest thoughts on the municipal bond market.
We hope you enjoy the show and share it with colleagues and friends.
Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.
March 15, 2021, Season 3 Episode 10
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this Ides of March episode, Keith gives us further insights into the importance of knowing what you don't know. This is from the book "Think Again" by Adam Grant which he first talked about in the March 1, 2021 podcast. Perhaps fate would have been different for Julius Caesar if he knew what he didn't know. Keith masterfully ties all this into the financial markets and the continued volatility in interest rates.
Brad Harris, Director of Fixed Income, gives us the latest updates on the bond markets and what an investor may be able to do.
We hope you enjoy the show and share it with colleagues and friends.
Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.
March 8, 2021, Season 3 Episode 9
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode, Keith first shares some strategies that may help investors defer income taxes. He then discusses the continued volatility in the bond market and its impact on equities
Brad Harris, Director of Fixed Income, concludes with his insights into the bond markets and what he is seeing with rising interest rates.
We hope you enjoy the show and share it with colleagues and friends.
Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.
March 1, 2021, Season 3 Episode 8
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode, Keith gives his thoughts on a book by Adam Grant, "Think Again", and the power of knowing what you don't know. Rising rates caused a lot of turbulence in the financial markets last week, and Keith applies the concepts detailed in this book with risk management and portfolios.
Brad Harris, Director of Fixed Income, joins Keith sharing his thoughts on the change in character of the municipal markets.
We hope you enjoy the show and share it with colleagues and friends.
Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.
February 22, 2021, Season 3 Episode 7
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode, Keith gives his insights into a book by George Lois called "Damn Good Advice (For People With Talent!)" Keith then shares his thoughts on the financial markets and the recent dramatic rise in interest rates and the impact that may have on equites. Brad Harris, Director of Fixed Income, joins Keith discussing rising rates and the impact on municipal bonds for individual investors.
We hope you enjoy the show and share it with colleagues and friends.
Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.
February 8, 2021, Season 3 Episode 6
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode, Keith shares some of his favorite moments from a conference the company held over the weekend and the Special Guest Speaker was Dr Kevin Elko. He then follows up with stocks making news, and financial headlines.
To learn more about Dr. Kevin Elko, please visit https://www.drelko.com/
We hope you enjoy the show and share it with colleagues and friends.
Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.
February 1, 2021, Season 3 Episode 5
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode, Keith continues his discussion from last week's episode on a book by Richard Thaler and Cass Sunstein entitled "Nudge: Improving Decisions About Health, Wealth, and Happiness".
Keith also shares some fascinating statistics on financial performance and market returns and the importance of letting your winners run! He then follows up with stocks making news, financial headlines, the craziness of what we have been seeing with a few highly shorted stocks and repercussions some financial firms may face from restricting trading, and how this may impact the markets..
Brad Harris joins Keith to give us an update on the municipal bond market. Brad shares an idea of how investors may be able to pick up some extra yield on municipal bonds.
We hope you enjoy the show and share it with colleagues and friends.
Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.
January 25, 2021, Season 3 Episode 4
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode, Keith discusses a book by Richard Thaler and Cass Sunstein entitled "Nudge: Improving Decisions About Health, Wealth, and Happiness". Keith shares his insights on knowing how someone may think, how we can "nudge" them to better decisions, whether it's for health or wealth. He then follows up with stocks making news, financial headlines, and prepares us for the week ahead.
Brad Harris joins Keith to give us an update on the municipal bond market. The bond market has been overshadowed by the performance of the stock market, and how the current relative low yields are forcing investors elsewhere.
We hope you enjoy the show and share it with colleagues and friends.
Press interviews or market commentaries, please contact Keith at 631-454-2000
January 19, 2021, Season 3 Episode 3
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
“People fail to get along because they fear each other; they fear each other because they don't know each other; they don't know each other because they have not communicated with each other.” - Dr Martin Luther King, Jr.
Markets were closed yesterday in observance of Dr. Martin Luther King, Jr. Day. Keith starts off the show with some quotes from Dr. King and how they may apply today. He then reviews possible proposals from the new Biden administration, stocks making news, and the health of the financial markets.
Brad Harris joins Keith to give us an update on the municipal bond market, where perhaps an investor may find some relative value and shares his thoughts and opinions.
We hope you enjoy the show and share it with colleagues and friends.
Press interviews or market commentaries, please contact Keith at 631-454-2000
January 11, 2021, Season 3 Episode 2
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
"Motivation is what gets you started. Habit is what keeps you going." - Jim Rohn
In this episode, Keith discusses the importance of "habits" and explains how habits are a form of financial capital. He then discusses recent events at the U.S. Capitol and possible implications for the financial markets. Keith reviews stocks making news and other headlines that may impact the financial markets.
Brad Harris joins Keith to give us an update on the municipal bond market from the eyes of a "bond trader".
We hope you enjoy the show and share it with colleagues and friends.
Press interviews or market commentaries, please contact Keith at 631-454-2000
January 4, 2021, Season 3 Episode 1
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode, Keith continues on his theme of positive thinking and the power of our mindset. He references The Pygmalion effect which is a psychological phenomenon wherein high expectations lead to improved performance. Psychologists Robert Rosenthal and Lenore Jacobson, in their book, Pygmalion in the Classroom, applied the idea to teachers' expectations of their students affecting the students' performance.
Keith then discusses the outlook for inflation, and stocks making news. Brad Harris joins Keith for some insights into the municipal bond market
We hope you enjoy the show and share it with colleagues and friends.
Press interviews or market commentaries, please contact Keith at 631-454-2000
December 28, 2020, Season 2 Episode 8
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode, Keith talks about the power of positive thinking and expands his thoughts from last week on discussing ideas from the book "The Happiness Advantage: How a Positive Brain Fuels Success in Work and Life" by Shawn Achor.
We hope you enjoy the show and share it with colleagues and friends.
Press interviews or market commentaries, please contact Keith at 631-454-2000
December 21, 2020, Season 2 Episode 7
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode, Keith talks about happiness especially given the toll that Covid has taken, and what we can do to foster it. Keith shares some ideas from the book "The Happiness Advantage: How a Positive Brain Fuels Success in Work and Life" by Shawn Achor.
Brad Harris, Director of Fixed Income, brings us up to speed on the municipal bond market.
We hope you enjoy the show and share it with colleagues and friends.
Press interviews or market commentaries, please contact Keith at 631-454-2000
December 14, 2020, Season 2 Episode 6
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode, Keith shares more actions investors may wish to consider at year end like tax loss selling to offset any capital gains one may have realized. He then discusses current market news and stocks making headlines.
We hope you enjoy the show and share it with colleagues and friends.
Press interviews or market commentaries, please contact Keith at 631-454-2000
December 7, 2020, Season 2 Episode 5
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode, Keith shares his thoughts on positive actions we all should be taking at year-end: tax planning,; mitigating possible capital gains; and the personal financial advice we all should be doing like reviewing beneficiaries. Listen for more great financial tips. He then discusses current market news and stocks making headlines.
Brad Harris, Director of Fixed Income, gives us an update on the municipal bond market.
We hope you enjoy the show and share it with colleagues and friends.
Press interviews or market commentaries, please contact Keith at 631-454-2000
November 30, 2020, Season 2 Episode 4
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this post Thanksgiving Day episode, Keith shares further thoughts on Zero To One: Notes on Startups, or How to Build The Future By Peter Thiel and Blake Masters, and how individual investors can make better investment decisions by thinking like a "founder".
Brad Harris, Director of Fixed Income, gives us an update on the municipal bond market and their need for a fiscal stimulus.
We hope you enjoy the show and share it with colleagues and friends.
Press interviews or market commentaries, please contact Keith at 631-454-2000
November 23, 2020, Season 2 Episode 3
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this pre Thanksgiving Day episode, Keith shares his thoughts on Zero To One: Notes on Startups, or How to Build The Future By Peter Thiel and Blake Masters. One of the most important skills that every leader must master is to learn how to think for yourself. This is especially important in the world of investing. Keith then reviews some potentially marking moving events and stocks making news.
Brad Harris, Director of Fixed Income, gives us an update on the municipal bond market and the relative value of muni bonds compared to other fixed income investments.
We hope you enjoy the show and share it with colleagues and friends.
Press interviews or market commentaries, please contact Keith at 631-454-2000
November 16, 2020, Season 2 Episode 2
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode, Keith talks about the financial markets in a post-pandemic world, expanding on some thoughts from Fareed Zakaria's book "Ten Lessons For a Post Pandemic World". He then discusses the breaking news from Moderna and their covid-19 vaccine, upcoming events, and stocks making news.
Brad Harris, Director of Fixed Income, joins in with enlightening comments on the bond market and how municipal bonds are reacting to the vaccine news.
We hope you enjoy the show and share it with colleagues and friends.
Press interviews or market commentaries, please contact Keith at 631-454-2000
November 9, 2020, Season 2 Episode 1
The combined management teams of Bernard Herold & Co., Inc., and Lantern Investments, Inc., today announced that they have merged to form the new financial services firm Herold & Lantern Investments, Inc., effective November 2, 2020.
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President..
In this episode, Keith talks about the breaking news from Pfizer and their 90% effective COVID-19 vaccine. Stock market futures were up 1500 points and running higher. Keith then discusses upcoming market events and stocks making news.
Brad Harris, Director of Fixed Income, joins in with enlightening comments on the bond market and how municipal bonds are reacting to the vaccine news.
We hope you enjoy the show and share it with colleagues and friends.
Press interviews or market commentaries, please contact Keith at 631-454-2000
October 19, 2020, Season 1 Episode 15
"Enlightenment" - A Lantern Financial Podcast featuring Mr. Keith Lanton, President of Lantern in Melville, New York.
In this episode, Keith talks about a March 13, 2020 article entitled "8 things successful people do differently that make them seem ‘lucky" by Susan RoAne and how you can apply those characteristics to the financial markets.
Keith then offers his thoughts on Howard Marks latest memo, "Coming into Focus". Howard Marks is the Co-Chairman of Oaktree Capital. In this memo, Howard discusses the unusual characteristics of this year’s economy; the impact of Covid-related monetary and fiscal policy actions on today’s markets; and the possible ramifications of the Fed/Treasury’s rescue efforts.
Brad Harris, Director of Fixed Income, joins in with enlightening comments on the bond market.
We hope you enjoy the show and share it with colleagues and friends.
Press interviews or commentaries, please contact Keith at 631-454-2000
October 12, 2020, Season 1 Episode 14
"Enlightenment" - A Lantern Financial Podcast featuring Mr. Keith Lanton, President of Lantern in Melville, New York.
In this episode, Keith looks back at some his favorite quotes from Winston Churchill. He then discusses current economic events, the upcoming earnings season, and stocks making news. As today is Columbus Day, the bond market is closed.
We hope you enjoy the show and share it with colleagues and friends.
Press interviews or commentaries, please contact Keith at 631-454-2000
October 5, 2020: Season 1, Episode 13
"Enlightenment" - A Lantern Financial Podcast featuring Mr. Keith Lanton, President of Lantern in Melville, New York.
In this episode, Keith talks about Paul Tudor Jones, his ten rules of investing and how to apply them in today's world. Keith follows with a look at the financial markets and current headlines, the impact of the President being hospitalized, and the market's appetite and need of another fiscal stimulus.
Brad Harris, Director of Fixed Income, joins keith with some insights into the bond market
We hope you enjoy the show and share it with colleagues and friends.
Press interviews or commentaries, please contact Keith at 631-454-2000
September 28, 2020: Season 1, Episode 12
"Enlightenment" - A Lantern Financial Podcast featuring Mr. Keith Lanton, President of Lantern in Melville, New York.
In this episode, Keith discusses pandemics, their impact on human history and political power. From the Plague of the Athens in 430 B.C. to Covid-19 today and perhaps how they have shaped who we are today as a country.
Keith then discusses the current economic conditions, the financial markets and stocks making news.
We hope you enjoy the show and share it with colleagues and friends.
Press interviews or commentaries, please contact Keith at 631-454-2000
Season 1, Episode 11
In this episode, Keith discusses: a March 7, 2019 article by Gary Burnison entitled "Stop asking ‘how are you?’ Harvard researchers say this is what successful people do when making small talk"; Ray Dalio and three converging domestic and international problems facing the U.S. over the next five-to-10 years that could hurt us; Stocks in the News; and Brad Harris, Director of Fixed Income, shares his thoughts on the relative value of municipal bonds. We hope you enjoy the show and share it with colleagues and friends.
Press interviews or commentaries, please contact Keith at 631-454-2000
September 14, 2020: Season 1, Episode 10
"Enlightenment" - A Lantern Financial Podcast featuring Mr. Keith Lanton, President of Lantern in Melville, New York.
In this episode, Keith discusses a book entitled "The Biggest Bluff" By Maria Konnikova and the many parallels poker has with the financial markets, specifically investing.Keith focusses his commentary on chance, probability and control and how they may be applied to investing.
Keith shares some thoughts and insights into the financial markets with a busy week that will include commentary from the Federal Reserve, the status of interest rates, and some potentially market moving economic events. In addition, he discusses the Presidential election, COVID-19, the race for a vaccine and the players involved. He also covers stocks making news and the program concludes with an in depth discussion of the bond market as Brad Harris, Director of Fixed Income, shares his many thoughts.
We hope you enjoy the show and share it with colleagues and friends.
Press interviews or commentaries, please contact Keith at 631-454-2000
August 31, 2020: Season 1, Episode 9
"Enlightenment" - A Lantern Financial Podcast featuring Mr. Keith Lanton, President of Lantern in Melville, New York.
In this episode, Keith follows up on last week's podcast on critical habits with a more in depth look at sleep. He references a book he has read entitled "Why We Sleep: Unlocking the Power of Sleep and Dreams" by Matthew Walker, Phd.
Keith then comments on the run-away train like performance of the stock market, stocks in the news, Apple & Tesla's recent stock splits, upcoming economic events, and provides commentary on a recent article in Barron's about the municipal bond market. Brad Harris, Director of Fixed Income, joins Keith to provide further commentary and insights into the fixed income markets.
We hope you enjoy the show and share it with colleagues and friends.
Press interviews or commentaries, please contact Keith at 631-454-2000
August 24, 2020: Season 1, Episode 8
"Enlightenment" - A Financial Podcast featuring Mr. Keith Lanton, President of Lantern in Melville, New York.
Every week Keith enlightens his audience with intuitive insights, personal development, and current market commentary.
In this episode, Keith shares some insights from a May 28, 2019 article by Mark Mehlberg entitled "3 Science-Backed Daily Habits for a Life of Happiness and Success": 1. Sleep 2. Exercise 3. Prepare for your Moments. He then discusses current market themes, market breadth, and stocks in the news. Brad Harris, Director of Fixed Income, joins Keith for comments on the bond market and relative value.
We hope you enjoy the show and share it with colleagues and friends.
Press interviews, please contact Keith at 631-454-2000
August 17, 2020: Season 1, Episode 7
"Enlightenment" - A Financial Podcast featuring Mr. Keith Lanton, President of Lantern in Melville, New York.
Every week Keith enlightens his audience with intuitive insights, personal development, and current market commentary.
In this episode, Keith shares some quotes from 2,300 years ago; specifically Aristotle. He then discusses current events: the delay of trade talks between the US and China, the Presidential election, and stocks making news from selected sources. Brad Harris joins Keith as he discusses the current environment in the bond market, specifically with municipal bonds.
Press interviews, please contact Keith at 631-454-2000
August 10, 2020: Season 1, Episode 6
"Enlightenment" - A Financial Podcast featuring Mr. Keith Lanton, President of Lantern in Melville, New York.
Every week Keith enlightens his audience with intuitive insights, personal development, and current market commentary.
In this episode, Keith discusses a recent article by Vitaliy Katsenelsen and how a handful of stocks have created a dichotomy in stock performance. One way to see this disparity in performance is by comparing the S&P 500 (a market weighted index) to its less-known cousin, the S&P 500 equal-weighted index. In addition, Keith discusses the upcoming elections, the pandemic, and US-China tensions and how that may impact the financial markets and your portfolio. He concludes with thoughts on the bond market.
Press interviews, please contact Keith at 631-454-2000
July 27, 2020: Season 1, Episode 5
"Enlightenment" - A Financial Podcast featuring Mr. Keith Lanton, President of Lantern in Melville, New York.
Every week Keith enlightens his audience with intuitive insights, personal development, and current market commentary.
In this episode, Keith discusses a WSJ technology article comparing the speed and security of the various internet browsers available.
He then adds some thoughts on how to best position oneself in today's market based on ones risk tolerance and latest economic statistics.
Press interviews, please contact Keith at 631-454-2000
July 13, 2020: Season 1, Episode 4
"Enlightenment" - A Financial Podcast featuring Mr. Keith Lanton, President of Lantern in Melville, New York.
Every week Keith enlightens his audience with intuitive insights, personal development, and current market commentary.
In this episode, Keith discusses how to converse with friends about business. He then talks about current financial market news and ideas.
Brad Harris concludes with a look at the relative price value of municipal bonds from a current and historical perspective.
Press interviews, please contact Keith at 631-454-2000
July 6, 2020: Season 1, Episode 3
"Enlightenment" - A Financial Podcast featuring Mr. Keith Lanton, President of Lantern in Melville, New York.
Every week Keith enlightens his audience with intuitive insights, personal development, and current market commentary.
In this episode, Keith discusses some interesting facts about the Fourth of July. He then reviews important financial and health documents we all should have regularly updated, and discusses the current financial markets and upcoming economic events. Brad Harris, Director of Fixed Income, concludes with insightful remarks on the bond markets.
Press interviews, please contact Keith at 631-454-2000
June 29, 2020: Season 1, Episode 2
"Enlightenment" - A Financial Podcast featuring Mr. Keith Lanton, President of Lantern in Melville, New York.
Every week Keith enlightens his audience with intuitive insights, personal development, and current market commentary.
In this episode, Keith discusses an article entitled "Things Your Successful Friends Have Given Up" and how successful people think and act differently. He then covers the current financial markets, upcoming economic events, and Brad Harris brings us up to speed in the bond market.
Press interviews, please contact Keith at 631-454-2000
June 22, 2020: Season 1, Episode 1
"Enlightenment" - A Financial Podcast featuring Mr. Keith Lanton, President of Lantern in Melville, New York.
Every week Keith enlightens his audience with intuitive insights, personal development, and current market commentary.
In this episode Keith discusses an article on the art of listening and how it is a whole mind and body experience. He then follows up on the financial markets, shares some ideas and thoughts, and the podcast concludes with comments from Brad Harris - Director of Fixed Income.
Press interviews, please contact Keith at 631-454-2000