Enlightenment - A Herold & Lantern Investments Podcast
Keith Lanton
244 episodes
1 week ago
October 20, 2025 | Season 7 | Episode 39 Fear is loud, but context is louder. We open with the classic wall of worry and show why widespread crash talk can be oddly protective, then parse what actually matters now: a Fed tilting to cuts, resilient big-bank earnings, and a stealth risk that portfolios are measured in weakening dollars, not just rising prices. Along the way, we size up tech’s towering influence—more than a quarter of the S&P 500 in four names—and the uncomfortable truth tha...
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October 20, 2025 | Season 7 | Episode 39 Fear is loud, but context is louder. We open with the classic wall of worry and show why widespread crash talk can be oddly protective, then parse what actually matters now: a Fed tilting to cuts, resilient big-bank earnings, and a stealth risk that portfolios are measured in weakening dollars, not just rising prices. Along the way, we size up tech’s towering influence—more than a quarter of the S&P 500 in four names—and the uncomfortable truth tha...
Jobs, Immigration, and Portfolio Allocation: Where the Puck is Going
Enlightenment - A Herold & Lantern Investments Podcast
38 minutes
1 month ago
Jobs, Immigration, and Portfolio Allocation: Where the Puck is Going
September 8, 2025 | Season 7 | Episode 33 The financial landscape is shifting beneath our feet, and savvy investors are taking notice. Recent employment data has revealed troubling signs of economic weakness—just 22,000 jobs added in August (far below expectations), unemployment rising to a four-year high of 4.3%, and downward revisions showing actual job losses in June for the first time since 2020. But within this uncertainty lies opportunity. BlackRock, the world's largest asset manager, ...
Enlightenment - A Herold & Lantern Investments Podcast
October 20, 2025 | Season 7 | Episode 39 Fear is loud, but context is louder. We open with the classic wall of worry and show why widespread crash talk can be oddly protective, then parse what actually matters now: a Fed tilting to cuts, resilient big-bank earnings, and a stealth risk that portfolios are measured in weakening dollars, not just rising prices. Along the way, we size up tech’s towering influence—more than a quarter of the S&P 500 in four names—and the uncomfortable truth tha...
