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
237 episodes
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
Too Much Noise, Too Little Change: A Mid-Year Market Review
June 30, 2025 | Season 7 | Episode 25The 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.<...
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Season 7
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Episode 25
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34:19
Peace Through Strength: How Markets Respond to Global Conflicts and Policy Shifts
June 23, 2025 | Season 7 | Episode 24How do markets respond when geopolitical tensions escalate? Despite US airstrikes on Iranian nuclear facilities and ongoing Middle East conflict, investors displayed remarkable calm - demon...
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Season 7
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Episode 24
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38:06
Oil, Bonds, and Resilience: Financial Markets Amid Middle East Escalation
June 16, 2025 | Season 7 | Episode 23Financial markets are navigating a complex landscape of geopolitical tensions, monetary policy uncertainty, and technological disruption with remarkable resilience. Despite Israel's strikes on Iranian...
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Season 7
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Episode 23
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36:46
Financial landscapes are shifting as private markets outpace public ones.
June 9, 2025 | Season 7 | Episode 22The 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 trill...
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Season 7
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Episode 22
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41:15
The Big Beautiful Bill, Social Security, and Your Investment Strategy
June 2, 2025 | Season 7 | Episode 21The 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 int...
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Season 7
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Episode 21
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42:13
Everything Is Relative: A Fresh Look at Market Valuation
May 27, 2025 | Season 7 | Episode 20Take 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-de...
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Season 7
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Episode 20
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38:35
Treasury Yields Rise as Trump's "Big Beautiful Bill" Threatens to Balloon the Deficit
May 19, 2025 | Season 7 | Episode 19Moody'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 ...
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Season 7
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Episode 19
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39:30
From Tariff Terror to Market Magic: The Overnight Rally Explained
May 12, 2025 | Season 7 | Episode 18A 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 benchma...
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Season 7
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Episode 18
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39:30
What Makes Ordinary Investors More Like Buffett Than You Think
May 5, 2025 | Season 7 | Episode 17The 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% owne...
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Season 7
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Episode 17
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35:45
The Art of the Deal: How Trump's Negotiation Style Is Reshaping Markets
April 28, 2025 | Season 7 | Episode 16President 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 ...
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Season 7
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Episode 16
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40:46
What Control Do You Have When Markets Feel Out of Control?
April 21, 2025 Season 7 | Episode 15The 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 e...
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Season 7
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Episode 15
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36:41
Dollar Dominance Under Threat: How Currency and Bond Markets Signal Economic Shifts
April 14, 2025 | Season 7 | Episode 14The 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 abou...
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Season 7
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Episode 14
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37:43
Trade Wars and Market Woes: The Ripple Effects of Trump's Tariff Bombshell
April 7, 2025 | Season 7 | Episode 13The 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 ...
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Season 7
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Episode 13
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35:56
The Canary in the Coal Mine: Why the Dollar's Weakness Matters More Than You Think
March 31, 2025 | Season 7 | Episode 12The 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 mil...
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Season 7
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Episode 12
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40:25
Thinking Clearly: How to Make Investment Decisions When Everyone Else is Distracted
March 24, 2025 | Season 7 | Episode 11Clarity 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 th...
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Season 7
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Episode 11
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39:22
The Fed's Dilemma: Walking the Tightrope Between Fiscal and Monetary Policy
March 17, 2025 | Season 7 | Episode 10Markets 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 prof...
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Season 7
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Episode 10
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38:28
Sleep Less, Risk More: Why Monday's Market Dip Demands Clear Thinking
March 10, 2025 | Season 7 | Episode 9Market 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 poli...
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Season 7
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Episode 9
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37:24
Are We Witnessing a Paradigm Shift in Global Markets?
March 3, 2025 | Season 5, Episode 8As 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 questioni...
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Season 7
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Episode 8
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34:45