January 5, 2026 | Season 8 | Episode 1We 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 &amp; Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

<description>&lt;p&gt;January 5, 2026 | Season 8 | Episode 1&lt;/p&gt;&lt;p&gt;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.&lt;br/&gt;&lt;br/&gt;• geopolitical signal from Maduro capture and market reaction&lt;br/&gt;• refinery advantage from Venezuelan heavy crude&lt;br/&gt;• currency and bond moves across Latin America&lt;br/&gt;• lessons from Panama and Black Tom for risk perception&lt;br/&gt;• 2025 performance recap and 2026 return scenarios&lt;br/&gt;• futures, commodities, gold and volatility read&lt;br/&gt;• macro calendar: ISM, JOLTS, payrolls, sentiment&lt;br/&gt;• Venezuela reserves and oil price paths near and long term&lt;br/&gt;• energy positioning: refiners, services, midstream&lt;br/&gt;• Charles Schwab’s pivot, earnings drivers and growth lanes&lt;br/&gt;• income strategies: dividend ETFs, pipelines, REITs, BDCs, bonds&lt;br/&gt;&lt;br/&gt;For more information, please visit our website at www.heroldlantern.com&lt;br/&gt;&lt;br/&gt;&lt;br/&gt;&lt;/p&gt;&lt;p&gt;** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice. &lt;br/&gt;&lt;br/&gt;For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **&lt;br/&gt;&lt;br/&gt;To learn about becoming a Herold &amp;amp; Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form&lt;br/&gt;&lt;br/&gt;Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern&lt;br/&gt;&lt;br/&gt;&lt;br/&gt;&lt;/p&gt;</description>

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 ...

When The Past Warns The Market About Tomorrow

December 29, 2025 | Season 7 | Episode 48We 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 &amp; Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

<description>&lt;p&gt;December 29, 2025 | Season 7 | Episode 48&lt;/p&gt;&lt;p&gt;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.&lt;br/&gt;&lt;br/&gt;• Munger’s principles on patience, reading, and realism&lt;br/&gt;• Why 2025 beat expectations despite tariffs and inflation fears&lt;br/&gt;• AI buildout surge fueled by accelerated depreciation&lt;br/&gt;• Oil’s drop easing costs and supporting margins&lt;br/&gt;• Wealth effect and democratized access driving flows&lt;br/&gt;• Bonds’ weak real returns pushing investors into equities&lt;br/&gt;• Risks from rates above 4.25% and geopolitics&lt;br/&gt;• Barron’s angle on quality stocks and FCF ETFs&lt;br/&gt;• Salesforce as an AI-enabled operator, not a victim&lt;br/&gt;• Commodities review with copper’s 2026 bull case&lt;br/&gt;&lt;br/&gt;This podcast is available on most platforms, including Apple Podcasts and Spotify&lt;br/&gt;For more information, please visit our website at www.heroldlantern.com&lt;br/&gt;&lt;br/&gt;&lt;br/&gt;&lt;/p&gt;&lt;p&gt;** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice. &lt;br/&gt;&lt;br/&gt;For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **&lt;br/&gt;&lt;br/&gt;To learn about becoming a Herold &amp;amp; Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form&lt;br/&gt;&lt;br/&gt;Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern&lt;br/&gt;&lt;br/&gt;&lt;br/&gt;&lt;/p&gt;</description>

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 build...

Reading, Patience, And Markets In Motion

December 22. 2025 | Season 7 | Episode 47We 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 &amp; Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

<description>&lt;p&gt;December 22. 2025 | Season 7 | Episode 47&lt;/p&gt;&lt;p&gt;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.&lt;br/&gt;&lt;br/&gt;• Parallels between 1876–1880 elections and present-day policy debates&lt;br/&gt;• AI’s role in personalized pricing and margin expansion&lt;br/&gt;• Market tone, rates, and a commodities surge led by gold&lt;br/&gt;• Upcoming GDP, durable goods, and confidence data&lt;br/&gt;• Earnings growth scenarios tied to stable policy and margins&lt;br/&gt;• HBM-driven memory shortages and downstream effects&lt;br/&gt;• Prediction markets inside trading apps and data value&lt;br/&gt;• Robotaxis now, Tesla versus Waymo, and adoption questions&lt;br/&gt;&lt;br/&gt;This podcast is available on most platforms, including Apple Podcasts and Spotify. For more information, please visit our website at www.heroldlantern.com&lt;br/&gt;&lt;br/&gt;&lt;br/&gt;&lt;/p&gt;&lt;p&gt;** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice. &lt;br/&gt;&lt;br/&gt;For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **&lt;br/&gt;&lt;br/&gt;To learn about becoming a Herold &amp;amp; Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form&lt;br/&gt;&lt;br/&gt;Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern&lt;br/&gt;&lt;br/&gt;&lt;br/&gt;&lt;/p&gt;</description>

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 b...

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

December 15, 2025 | Season 7 | Episode 46We 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 &amp; Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

<description>&lt;p&gt;December 15, 2025 | Season 7 | Episode 46&lt;/p&gt;&lt;p&gt;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.&lt;br/&gt;&lt;br/&gt;• lessons from the Tilden–Hayes standoff and the end of Reconstruction&lt;br/&gt;• parallels between historic legitimacy fights and modern institutional strain&lt;br/&gt;• year-end tax tactics to avoid income cliffs and Medicare IRMAA&lt;br/&gt;• Fed rate cut, T-bill purchases, and a steeper yield curve&lt;br/&gt;• bubble watch shifting from public IPOs to private credit and AI builds&lt;br/&gt;• economic calendar preview for jobs, retail sales, and CPI&lt;br/&gt;• Barron’s 2026 outlook and ten stock ideas across sectors&lt;br/&gt;• rotations toward financials, industrials, healthcare, and small caps&lt;br/&gt;• Disney, Amazon, and Visa value cases amid AI adoption&lt;br/&gt;• quantum exposure through IBM with downside protection&lt;br/&gt;&lt;br/&gt;This podcast is available on most platforms, including Apple Podcasts and Spotify. For more information, please visit our website at www.heroldlantern.com&lt;br/&gt;&lt;br/&gt;&lt;br/&gt;&lt;/p&gt;&lt;p&gt;** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice. &lt;br/&gt;&lt;br/&gt;For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **&lt;br/&gt;&lt;br/&gt;To learn about becoming a Herold &amp;amp; Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form&lt;br/&gt;&lt;br/&gt;Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern&lt;br/&gt;&lt;br/&gt;&lt;br/&gt;&lt;/p&gt;</description>

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 institutio...

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

December 8, 2025 | Season 7 | Episode 45We 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 &amp; Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

<description>&lt;p&gt;December 8, 2025 | Season 7 | Episode 45&lt;/p&gt;&lt;p&gt;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.&lt;br/&gt;&lt;br/&gt;• China’s $1T trade surplus and currency dynamics&lt;br/&gt;• Tariff rerouting through Southeast Asia, Mexico and Africa&lt;br/&gt;• Lessons from Japan’s Plaza Accord and export pricing&lt;br/&gt;• U.S. advantages in capital access, education and innovation&lt;br/&gt;• Market setup into the FOMC and earnings week&lt;br/&gt;• Retiree tax planning: RMD timing, QCDs, medical deductions&lt;br/&gt;• Weyerhaeuser asset value versus depressed earnings&lt;br/&gt;• Apple’s measured AI path, privacy focus and partnerships&lt;br/&gt;&lt;br/&gt;This podcast is available on most platforms, including Apple Podcasts and Spotify&lt;br/&gt;For more information, please visit our website at www.heroldlantern.com&lt;br/&gt;&lt;br/&gt;&lt;br/&gt;&lt;/p&gt;&lt;p&gt;** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice. &lt;br/&gt;&lt;br/&gt;For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **&lt;br/&gt;&lt;br/&gt;To learn about becoming a Herold &amp;amp; Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form&lt;br/&gt;&lt;br/&gt;Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern&lt;br/&gt;&lt;br/&gt;&lt;br/&gt;&lt;/p&gt;</description>

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 p...

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

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 **

Enlightenment - A Herold & Lantern Investments Podcast

Details

Recent Episodes