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 ...
Tariffs, Rare Earths, And A Flight To Gold: How Geopolitics Hit Your Portfolio
Enlightenment - A Herold & Lantern Investments Podcast
37 minutes
1 month ago
Tariffs, Rare Earths, And A Flight To Gold: How Geopolitics Hit Your Portfolio
October 13, 2025 | Season 7 | Episode 38 A sudden policy shock from Beijing and a hardline tariff posture from Washington can erase trillions in market value in a day—and that’s exactly what just happened. We walk through the sequence: China widens export controls on rare earths and related technologies, the White House floats a 100% additional tariff that would lift rates to 140%, and both sides layer on shipping levies that threaten to raise costs on everything from refined fuels to consume...
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 ...
