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 ...
Enlightenment - A Herold & Lantern Investments Podcast
36 minutes
1 month ago
Shutdown, Markets, And The Big Bill
October 6, 2025 | Season 7 | Episode 37 A government shutdown should spook investors, yet stocks are climbing, futures are green, and deal flow is perking up. We unpack why markets often rally through shutdowns, where this one could truly bite if furloughs turn into layoffs, and what a data blackout does to sentiment and positioning. From there, we zoom out to structural shifts: Thomas Peterffy’s argument that 9:30–4:00 is a relic in a global, algorithmic market, why 24/7 trading for liquid m...
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 ...
