Enlightenment - A Herold & Lantern Investments Podcast

Keith Lanton
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  • 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. JAN 26

    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

  2. JAN 20

    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

  3. JAN 5

    When The Past Warns The Market About Tomorrow

    January 5, 2026 | Season 8 | Episode 1 We 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 scenarios, and concrete income ideas that balance risk and yield. • geopolitical signal from Maduro capture and market reaction • refinery advantage from Venezuelan heavy crude • currency and bond moves across Latin America • lessons from Panama and Black Tom for risk perception • 2025 performance recap and 2026 return scenarios • futures, commodities, gold and volatility read • macro calendar: ISM, JOLTS, payrolls, sentiment • Venezuela reserves and oil price paths near and long term • energy positioning: refiners, services, midstream • Charles Schwab’s pivot, earnings drivers and growth lanes • income strategies: dividend ETFs, pipelines, REITs, BDCs, bonds 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

    38 min

  4. 12/29/2025

    Reading, Patience, And Markets In Motion

    December 29, 2025 | Season 7 | Episode 48 We 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 clarity. We flag key risks, make the case for a return to quality, and explore copper’s setup alongside a closer look at Salesforce. • Munger’s principles on patience, reading, and realism • Why 2025 beat expectations despite tariffs and inflation fears • AI buildout surge fueled by accelerated depreciation • Oil’s drop easing costs and supporting margins • Wealth effect and democratized access driving flows • Bonds’ weak real returns pushing investors into equities • Risks from rates above 4.25% and geopolitics • Barron’s angle on quality stocks and FCF ETFs • Salesforce as an AI-enabled operator, not a victim • Commodities review with copper’s 2026 bull case 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

    29 min

  5. 12/22/2025

    How History, AI, And Prediction Markets Are Shaping Your Wallet

    December 22. 2025 | Season 7 | Episode 47 We 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 robotaxis. The goal is to separate noise from durable drivers of earnings and risk. • Parallels between 1876–1880 elections and present-day policy debates • AI’s role in personalized pricing and margin expansion • Market tone, rates, and a commodities surge led by gold • Upcoming GDP, durable goods, and confidence data • Earnings growth scenarios tied to stable policy and margins • HBM-driven memory shortages and downstream effects • Prediction markets inside trading apps and data value • Robotaxis now, Tesla versus Waymo, and adoption questions 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

    40 min

  6. 12/15/2025

    What The Disputed 1876 Election Teaches Us About Today’s Markets And Policy

    December 15, 2025 | Season 7 | Episode 46 We 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 be forming. We close with a pragmatic look at Barron’s 2026 stock ideas, sector rotations, and a measured quantum bet. • lessons from the Tilden–Hayes standoff and the end of Reconstruction • parallels between historic legitimacy fights and modern institutional strain • year-end tax tactics to avoid income cliffs and Medicare IRMAA • Fed rate cut, T-bill purchases, and a steeper yield curve • bubble watch shifting from public IPOs to private credit and AI builds • economic calendar preview for jobs, retail sales, and CPI • Barron’s 2026 outlook and ten stock ideas across sectors • rotations toward financials, industrials, healthcare, and small caps • Disney, Amazon, and Visa value cases amid AI adoption • quantum exposure through IBM with downside protection 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

    40 min

  7. 12/08/2025

    Why Tariffs, Currencies, And Fed Policy Collide To Move Stocks

    December 8, 2025 | Season 7 | Episode 45 We 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 of a hawkish Fed cut, retiree tax moves for 2025, and two stock spotlights: Weyerhaeuser and Apple. • China’s $1T trade surplus and currency dynamics • Tariff rerouting through Southeast Asia, Mexico and Africa • Lessons from Japan’s Plaza Accord and export pricing • U.S. advantages in capital access, education and innovation • Market setup into the FOMC and earnings week • Retiree tax planning: RMD timing, QCDs, medical deductions • Weyerhaeuser asset value versus depressed earnings • Apple’s measured AI path, privacy focus and partnerships 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

  8. 12/01/2025

    Santa Rally Meets Gemini: Even Rudolph Is Rebalancing

    December 1, 2025 | Season 7 | Episode 44 Markets 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 that flipped leadership from NVIDIA-linked names toward Alphabet’s fast-rising AI stack. Gemini’s leap and seventh-generation TPUs put Google’s custom silicon and data advantage in the spotlight, while shifting rate-cut odds, a firmer BOJ tone, and commodity strength stirred the macro mix. We unpack why December often favors equities—tax-loss selling fades, window dressing appears, and holiday sentiment lifts risk—and where that seasonality can mislead. From there, we map the rotation: NVIDIA demand remains intense, but investors began pricing credible competition and diversified AI exposure through Alphabet’s platforms. On the company front, we break down Barron’s bullish case for Alphabet’s monetization runway across Search, YouTube, Cloud, and devices, then pivot to Amazon’s staggering capex engine. Three-hour delivery in select cities, expanding same-day reach in rural areas, one million robots, and AI tools like Rufus demonstrate how logistics, software, and ads compound into conversion and cash flow—especially if capex normalizes after the buildout. No AI story is complete without power. That’s why we explore Dominion Energy’s setup as data-center demand reshapes the utility outlook in Virginia, even as offshore wind risks ease and load growth accelerates. Finally, we translate looming 2025–2026 tax changes into action: Roth-only catch-up contributions for higher earners, updated deductions, and planning choices that can lift after-tax returns. The throughline is clarity—identify real leadership shifts, connect them to the physical infrastructure beneath them, and align with a tax framework that supports your goals. If this helped you think sharper about year-end moves, subscribe, share with a friend, and leave a quick review—what rotation are you positioning for next? ** 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
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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 **

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