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
255 episodes
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...
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Season 8
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Episode 2
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37:20
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...
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Season 8
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Episode 1
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38:20
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...
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Season 7
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Episode 48
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28:51
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...
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Season 7
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Episode 47
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39:53
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 ...
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Season 7
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Episode 46
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39:40
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...
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Season 7
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Episode 45
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39:19
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...
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Season 7
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Episode 44
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38:42
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...
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Season 7
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Episode 43
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29:00
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...
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Season 7
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Episode 42
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38:27
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,...
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Season 7
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Episode 41
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38:26
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...
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Season 7
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Episode 40
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33:57
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, ...
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Season 7
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Episode 39
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36:52
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...
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Season 7
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Episode 38
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37:40
Shutdown, Markets, And The Big Bill
October 6, 2025 | Season 7 | Episode 37A 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...
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Season 7
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Episode 37
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36:00
Volatility, Policy, and AI: Choosing Growth When Currency Blurs the Scoreboard
September 29, 2025 | Season 7 | Episode 36Forget 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 actua...
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Season 7
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Episode 36
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35:41
Beyond the Markets: Finding Confidence Through Courage in Finance and Life
September 22, 2025 | Season 7 | Episode 35What 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—an...
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Season 7
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Episode 35
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39:07
The Fed Walks a Tightrope Between Inflation and Employment This Week
September 15, 2025 | Season 7 | Episode 34The 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 e...
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Season 7
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Episode 34
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35:04
Jobs, Immigration, and Portfolio Allocation: Where the Puck is Going
September 8, 2025 | Season 7 | Episode 33The 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 Augu...
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Season 7
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Episode 33
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38:08
Wall Street's Annual Jitters: How to Survive September
September 2, 2025 | Season 7 | Episode 32September 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 ...
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Season 7
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Episode 32
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40:44
Are You Really Diversified? The Hidden Truth Behind Index Investing
August 18, 2025 | Season 7 | Episode 31The 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 ...
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Season 7
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Episode 31
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37:41
Are Tariffs Becoming America’s New Income Tax?
August 4, 2025 | Season 7 | Episode 30The 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 low...
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Season 7
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Episode 30
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40:15
Are Animal Spirits Taking Over Wall Street Again?
July 27, 2025 | Season 7 | Episode 29A 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...
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Season 7
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Episode 29
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34:15
Are Stock Buybacks Fueling a Hidden Market Bubble?
July 21, 2025 | Season 7 | Episode 28The 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 dividend...
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Season 7
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Episode 28
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35:11
Is the Bond Market the Real Fed Chair?
July 14, 2025 | Season 7 | I-Episode 27The 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 ...
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Season 7
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Episode 27
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43:00
Tax Cuts, Trump IRAs, and Trade Wars: Navigating Today's Financial Landscape
July 7, 2025 | Season 7 | Episode 26The 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 ke...
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Season 7
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Episode 26
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40:56