Enlightenment - A Herold & Lantern Investments Podcast

Keith Lanton
  • 0.0 (0)
  • INVESTING
  • UPDATED WEEKLY

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 **

  1. 30 MAR

    When Oil Hits $100 The Market Gets Moody

    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

    39 min

  2. 23 MAR

    Stop Letting Dow Futures Ruin Breakfast

    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

    40 min

  3. 16 MAR

    What If The Real Superpower Is A Strait

    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

    34 min

  4. 9 MAR

    The Strait Of Hormuz Just Ate Your Gains

    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 Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

    39 min

  5. 2 MAR

    Oil Spikes, Safe Havens Shine, And The Middle East Reorders

    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

    33 min

  6. 17 FEB

    Markets, Memory, And The AI Jitters

    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

    39 min

  7. 26 JAN

    Commodities Surge, Currencies Slip, And A Gilded Age Rhyme

    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

    40 min

  8. 20 JAN

    From Greenland To Gold: How Geopolitics Is Rewriting Portfolios

    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

    37 min
See All (262)

About

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 **

Information