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 ...
The Fed Walks a Tightrope Between Inflation and Employment This Week
Enlightenment - A Herold & Lantern Investments Podcast
35 minutes
2 months ago
The Fed Walks a Tightrope Between Inflation and Employment This Week
September 15, 2025 | Season 7 | Episode 34 The financial world holds its breath as the Federal Reserve prepares for its most consequential meeting in months. Markets have climbed to record highs, yet beneath this strength lies a complex economic puzzle that affects every investor's decision-making process. At the heart of this week's financial drama is the Fed's delicate balancing act. Fresh data reveals a labor market losing steam faster than expected, with the Bureau of Labor Statistics dr...
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 ...
