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 protectionThis 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-formFollow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern