Enlightenment - A Herold & Lantern Investments Podcast
Keith Lanton
245 episodes
2 weeks ago
October 27, 2025 | Season 7 | Episode 40 A record-chasing market collides with the busiest macro week of the quarter, and we break it all down with a clear playbook for investors. We start with the incentives you don’t see: October fiscal year-ends and bonus locking that can drive sharp, end-of-month positioning. Then we weigh a likely Fed cut, what Powell’s guidance implies for the path of rates, and how a softer inflation print is tilting sentiment across stocks, gold, and credit. To make ...
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October 27, 2025 | Season 7 | Episode 40 A record-chasing market collides with the busiest macro week of the quarter, and we break it all down with a clear playbook for investors. We start with the incentives you don’t see: October fiscal year-ends and bonus locking that can drive sharp, end-of-month positioning. Then we weigh a likely Fed cut, what Powell’s guidance implies for the path of rates, and how a softer inflation print is tilting sentiment across stocks, gold, and credit. To make ...
Financial landscapes are shifting as private markets outpace public ones.
Enlightenment - A Herold & Lantern Investments Podcast
41 minutes
5 months ago
Financial landscapes are shifting as private markets outpace public ones.
June 9, 2025 | Season 7 | Episode 22 The financial world is undergoing a seismic shift that few everyday investors fully grasp. Private credit and private equity markets have exploded from virtually nothing to controlling trillions in assets and thousands of companies—all while operating largely outside traditional regulatory frameworks. We take you on a fascinating journey through Wall Street's innovation cycles, connecting today's private market boom to previous financial revolutions lik...
Enlightenment - A Herold & Lantern Investments Podcast
October 27, 2025 | Season 7 | Episode 40 A record-chasing market collides with the busiest macro week of the quarter, and we break it all down with a clear playbook for investors. We start with the incentives you don’t see: October fiscal year-ends and bonus locking that can drive sharp, end-of-month positioning. Then we weigh a likely Fed cut, what Powell’s guidance implies for the path of rates, and how a softer inflation print is tilting sentiment across stocks, gold, and credit. To make ...
