Enlightenment - A Herold & Lantern Investments Podcast Keith Lanton

June 17, 2024Season 6 | Episode 23 Can tariffs shape the future of our economy as much as they've defined our past? Unravel the complex history and modern implications of tariff policies from their origins with George Washington to their current implementation under Presidents Trump and Biden. We'll guide you through the lasting impact of tariffs on financial markets, the pivotal role they played during the Civil War, and their evolution post-Great Depression and World War II. This episo...

June 10, 2024 |Season 6| Episode 22Is the economy really teetering on the edge of a recession, or are we all just misreading the signs? Today, we dissect the paradox of choppy economic data juxtaposed with a robust stock market as we approach the midpoint of 2024. We cut through the noise to address public misconceptions about GDP growth and market gains, despite many Americans mistakenly believing the opposite. We'll shed light on recent labor market surprises, the impact of rising int...

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 ...