Enlightenment - A Herold & Lantern Investments Podcast Keith Lanton

June 3, 2024Season 6 | Episode 21Can 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 earni...

May 28, 2024Season 6 | Episode 20Can 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...

May 20, 2024Season 6 | Episode 19Grapple 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 consu...

May 13, 2024Season 6 | Episode 18Embark 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 ...

May 6, 2024Season 6 | Episode 17Discover 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 p...

April 29, 2024Season 6 | Episode 16Spring 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 ...