Enlightenment - A Herold & Lantern Investments Podcast
Financial Podcast featuring Mr. Keith Lanton, President. Every week Keith enlightens his audience with intuitive insights, personal development, and current market commentary. Disclosures: https://www.heroldlantern.com/disclosure -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, Artwork **For informational and educational purposes only, not intended as investment advice. Views and opinions subject to change without notice. For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
Episodes
267 episodes
What Happens To Portfolios When The World Rearms
May 4, 2026 | Season 8 | Episode 14The 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 move...
The Cost Of Playing Your Hand
April 27, 2026 | Season 8 | Episode 13The 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 ha...
Think Forward In Turbulent Markets
April 20, 2026 | Season 8 |Episode 12Oil 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 nois...
Markets Under Fire
April 13, 2026 | Season 8 | Episode 11Oil 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 an...
Why Las Vegas Wants Semiconductors More Than Slots
April 6, 2026 | Season 8 | Episode 10Oil 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 geopoliti...
When Oil Hits $100 The Market Gets Moody
March 30, 2306 | Season 8 | Episode 9Oil 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 ...
Stop Letting Dow Futures Ruin Breakfast
March 23, 2026 | Season 8 | Episode 8One 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’r...
What If The Real Superpower Is A Strait
March 16, 2026 | Season 8 | Episode 7We 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...
The Strait Of Hormuz Just Ate Your Gains
March 9, 2026 | Season 8 | Episode 6We 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 conc...
Oil Spikes, Safe Havens Shine, And The Middle East Reorders
March 2, 2026 | Season 8 | Episode 5We 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, jo...
Markets, Memory, And The AI Jitters
February 17, 2026 | Season 8 | Episode 4We 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 ...
Commodities Surge, Currencies Slip, And A Gilded Age Rhyme
January 26, 2026 | Season 8 | Episode 3We 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 ...
From Greenland To Gold: How Geopolitics Is Rewriting Portfolios
January 20, 2026 | Season 8 | Episode 2Markets 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 id...
When The Past Warns The Market About Tomorrow
January 5, 2026 | Season 8 | Episode 1We 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 scenar...
Reading, Patience, And Markets In Motion
December 29, 2025 | Season 7 | Episode 48We 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 clarit...
How History, AI, And Prediction Markets Are Shaping Your Wallet
December 22. 2025 | Season 7 | Episode 47We 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 robot...
What The Disputed 1876 Election Teaches Us About Today’s Markets And Policy
December 15, 2025 | Season 7 | Episode 46We 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 ...
Why Tariffs, Currencies, And Fed Policy Collide To Move Stocks
December 8, 2025 | Season 7 | Episode 45We 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 o...
Santa Rally Meets Gemini: Even Rudolph Is Rebalancing
December 1, 2025 | Season 7 | Episode 44Markets 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 tha...
Markets, Mindset, And The Holiday Week
November 24, 2025 | Season 7 | Episode 43Markets 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 i...
Why A Strong Mind Beats A Volatile Market
November 17, 2025 | Season 7 | Episode 42Markets 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 selli...
What Were They Thinking When Everyone Bought The Same Seven Stocks
November 3, 2025 Season 7 | Episode 41Markets 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,...
Markets, Tech, And The Week Ahead
October 27, 2025 | Season 7 | Episode 40A 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...
Riding The Wall Of Worry
October 20, 2025 | Season 7 | Episode 39Fear 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, ...
Tariffs, Rare Earths, And A Flight To Gold: How Geopolitics Hit Your Portfolio
October 13, 2025 | Season 7 | Episode 38A 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: Ch...