Enlightenment - A Herold & Lantern Investments Podcast
Keith Lanton
240 episodes
4 days ago
September 22, 2025 | Season 7 | Episode 35 What happens when a tech giant can borrow money at lower rates than the U.S. government? This fascinating development signals a potential paradigm shift in how markets view sovereign debt risk—and it's just one of many remarkable insights from the aftermath of the Federal Reserve's recent rate cut decision. The Fed's quarter-point reduction marks the first cut since December, but market reactions have been surprisingly complex. While short-term vari...
All content for Enlightenment - A Herold & Lantern Investments Podcast is the property of Keith Lanton and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
September 22, 2025 | Season 7 | Episode 35 What happens when a tech giant can borrow money at lower rates than the U.S. government? This fascinating development signals a potential paradigm shift in how markets view sovereign debt risk—and it's just one of many remarkable insights from the aftermath of the Federal Reserve's recent rate cut decision. The Fed's quarter-point reduction marks the first cut since December, but market reactions have been surprisingly complex. While short-term vari...
Enlightenment - A Herold & Lantern Investments Podcast
September 22, 2025 | Season 7 | Episode 35 What happens when a tech giant can borrow money at lower rates than the U.S. government? This fascinating development signals a potential paradigm shift in how markets view sovereign debt risk—and it's just one of many remarkable insights from the aftermath of the Federal Reserve's recent rate cut decision. The Fed's quarter-point reduction marks the first cut since December, but market reactions have been surprisingly complex. While short-term vari...