Enlightenment - A Herold & Lantern Investments Podcast

Welcome to "Enlightenment," the podcast hosted by Keith Lanton. In this enlightening series, Keith explores the intricate world of finance, offering listeners invaluable insights into the latest trends and developments. With a keen eye on the financial markets, Keith discusses topics such as interest rates, government deficits, and the evolving landscape of the economy. He shares Barron&...

September 18, 2023 Season 5 | Episode 30 Looking to add a sprinkle of success to your daily routine? Discover unconventional methods of the high-fliers that could potentially transform your personal and professional life. From the invigorating rush of cold showers and the discipline of intermittent fasting to the simplicity of wearing the same outfit, we're bringing you tried and tested secre...

September 11, 2023 Season 5 | Episode 29 Ever wondered how a tragic event like 9-11 can impact and shape financial market valuations? Tune in, as we commemorate this historic event and dig into the subtle nuances of market valuations. We'll shine a light on the often overlooked value stocks and sectors that are boasting historically low valuations, offering unique investment opportunities. We...

September 5, 2023 Season 5 | Episode 28 Want to understand the unexpected surge in the stock market amidst rising inflation? Join us (and our special guest Keith Lante), as we take a deep dive into the economic shifts over the past two decades that have seen households and companies cut their debt and reduce their dependency on short-term borrowing. We also unravel how companies with solid fundame...

August 28, 2023 Season 5 | Episode 27 Ready to navigate the turbulent waters of the financial markets? Join us as we dissect Fed Chairman Powell's landmark speech at Jackson Hole and its profound implications on the landscape of finance. We shine a spotlight on the markets last week, the risks lurking in the leveraged loan market and high yield bonds, along with highlighting some intriguing i...

August 21, 2023 Season 5, Episode 26 Will the recent rise in interest rates and an era of a risk-free rate of return of 5.5% upend the financial markets or simply be the game-changer we’ve been anticipating? Buckle up as we traverse the financial terrain brought about by these unprecedented rates, the impact on equity and bond markets and what the future may hold. We'll also dissect Chairman...

July 31,  2023  | Season 5, Episode 26 Dare to sail the unpredictable seas of investing with us? Brace yourself as we untangle the web of emotions, news cycles, and external factors that interplay with your investment decisions. We’ve delved into the history of financial headlines, looking at how investors who stuck to their strategy despite the stormy weather have seen their patience rewarded. We...

July 31,  2023  | Season 5, Episode 25 Ready to challenge your investing biases and expand your portfolio knowledge? Prepare to be enlightened by our deep-dive conversation around portfolio allocation, diversification and fixed income investments. Alongside the CEO of PIMCO, we analyze the current state of the S&P 500, the Fed model and the potential of municipal bonds. We also dissect recency...

July 24,  2023  | Season 5, Episode 24 Are you gearing up for retirement but concerned about the unpredictable future? Fear not, as this episode offers a deep dive into the world of Qualified Longevity Anuity Contracts (QLACs), an attractive retirement strategy in today's high-interest-rate environment. Learn how you can use QLACs to contribute up to $200,000 from your retirement accounts tow...

July 17,  2023  | Season 5, Episode 23 Ready to demystify the intricate world of financial indicators? Your understanding of inflation, interest rates, and the Treasury yield is about to get a major upgrade. We're starting off by dissecting the method of measuring inflation, the ripple effects of the Federal Reserve's interest rate increases, and the significance of the two-year Treasury...

July 10,  2023  | Season 5, Episode 22 Ever wondered why good economic news sometimes makes the market drop? This week we're slicing through the complexities of market reactions to economic data, starting with last week's ADP report that showed a surge in private payrolls. The market's response? Pricing in a higher probability of the Federal Reserve raising interest rates. We dissec...

June 26,  2023  | Season 5, Episode 21 "Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President. In this episode, hosted by Keith Lanton, the focus is on conducting a midyear checkup or reassessment of your portfolio in light of the approaching halfway point of the year. The episode begins with a discussion on recent events in Russia and their po...

June 12,  2023  | Season 5, Episode 20 "Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President. Join Keith in this captivating episode as he delves into the intriguing world of the recent market rally, exploring its implications in the face of numerous concerns. Drawing inspiration from the insightful stories featured in Barron's and the bu...

June 05,  2023  | Season 5, Episode 19 "Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President. In this episode, Keith speaks about trends: trends in longevity and trends that may impact the future of investing. A lot has happened n the past few days as the debt ceiling crisis has been averted, at least for the next two years.  Check it out!   ...

May 22,  2023  | Season 5, Episode 18 "Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President. In this episode, Keith gives us a broad view of the financial markets, artificial intelligence - AI,  the debt ceiling,  fossil fuels, and the current rally. Brad Harris, Director of Fixed Income, gives us some lessons on the bond market.  Please note,...

May 15,  2023  | Season 5, Episode 17 "Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President. In this episode, Keith discusses the upcoming debt ceiling and provides us a  historical perspective.  We hope you enjoy the show and please share it with friends, family, and colleagues. For press interviews, please call 631-454-2000 ** For informatio...

May 8,  2023  | Season 5, Episode 16 "Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President. In this episode, there is a lot to discuss in the equity and debts markets. Last week, the Fed once again raised rates 25 bp to 5%-5.25%. What does this mean for your portfolio and how should you position?  Brad Harris, Director of Fixed Income joins Ke...

May 1,  2023  | Season 5, Episode 15 "Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President. Welcome to the month of may.  “Sell in May and go away” is an old adage in the stock market , and it might be especially applicable this year.  Keith shares his thoughts on this adage and how investors may decide to position themselves. This week all ey...

April 24,  2023  | Season 5, Episode 14 "Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President. Next week is Fed week, and markets will be closely listening to each word the Fed speaks. What do the Leading Economic Indicators tell us?  Keith shares his thoughts and experiences on all the latest economic and financial news.  Brad Harris, Directo...

April 17,  2023  | Season 5, Episode 13 "Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President. The title of this podcast is actually a quote  by Gustave Flaubert, a French novelist. He has been considered the leading exponent of literary realism in his country and abroad.  In this episode, Keith  opines on why we sometimes feel that situations...

April 10,  2023  | Season 5, Episode 12 "Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President. In this episode, Keith  opines on whether the Fed should raise rates further, cracks being observed in the credit markets and more.  Brad Harris, Director of Fixed Income joins Keith and provides some insightful positioning an investor may wish to co...

April 3,  2023  | Season 5, Episode 11 "Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President. In this episode, Keith  discusses the current financial banking crisis, the 1st quarter of the year, recent major events, OPEC, TikTok and more. Brad Harris, Director of Fixed Income joins Keith for an in depth look at bonds and rates We hope you enjo...

March 20,  2023  | Season 5, Episode 10 "Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President. In this episode, Keith  discusses the current financial banking crisis, the shotgun marriage between Credit Suisse and UBS, and more. If all this talk about bank safety concerns you, come listen to Keith as he may shed some light on the situation. As...

March 13,  2023  | Season 5, Episode 9 "Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President. In this episode, Keith  discusses and shares his thoughts on the banking sector and the developments with Silicon Valley Bank. What went wrong at Silicon Valley Bank and can other banks face a similar fate? We hope you enjoy the show and please share...

March 06,  2023  | Season 5, Episode 8 "Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President. In this episode, Keith  reminds us that while we may think certain events haven't happened before or are new, that, in fact, history does tend to repeat itself. Keith then shares some updates on the markets, stocks making news, and Brad joins him...