Enlightenment - A Herold & Lantern Investments Podcast

April 1, 2024 | Season 6, #12
Embark on a journey through the financial markets with me, Keith Lanton, as your seasoned guide. Ready your portfolios and sharpen your market acumen because today's episode is a treasure trove of insights that could redefine your approach to investing in the second quarter. We'll traverse the promising landscapes of equity performances and bond market updates, and discuss the Federal Reserve's next chess moves in the wake of fresh economic data. Whether it's delving into value stocks that have caught Barron's eye or weighing up the art of risk balancing—your investment toolkit is about to get a serious upgrade.
Strap in as we navigate the twists and turns of market volatility, where the narrative is no longer dominated by macroeconomic chatter but by the strategic maneuvers of Silicon Valley's tech titans and their global counterparts. Microsoft's antitrust dance, Philip Morris's innovative streak, and Tesla's pricing gambits are just a few of the stories steering the market's direction. From dissecting futures and PCE price indexes to analyzing UPS's strategic alliances, this episode serves up a data-driven feast that's sure to satisfy your appetite for financial mastery. And with geopolitical tensions and economic indicators also in the spotlight, you'll emerge from this episode not just informed, but empowered to take on the quarter with confidence.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
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Feb 20, 2024
Unveil the secrets to reshaping your life with precision as James Clear, the mastermind behind "Atomic Habits," joins us to impart his strategies for enhanced productivity and a reputable life. This episode isn't just about personal transformation; we're also dissecting the heartbeat of the financial world. Get the scoop on Nvidia's leap over Amazon, Bitcoin's bullish break, and the economic shudders as the UK and Japan grapple with recession. Discover what's shaking up the airline industry with Carl Icahn's JetBlue play, Lyft's earnings stumble, and the wider implications of gig economy strikes. We also spotlight the executive decisions behind Paramount Global's staff reductions, Berkshire Hathaway's Apple sell-off, and Cisco's strategic slimming, all before diving into the implications of Diamondback Energy's merger with Endeavour Energy and Walmart's fiscal health report.
Transitioning to the global stage, the episode analyzes the Ukrainian conflict's latest twists and the Middle East's intensifying drama, setting the scene for our worldly market insights. Keep your finger on the pulse of the economy as we explore Truist's insurance brokerage sale and Medtronic's earnings, illustrating a post-pandemic sectoral shift, while Intel eyes a hefty subsidies jackpot. We question the stock market's defiance of gloomy forecasts and delve into the Federal Reserve's rate strategy and the robust U.S. economy's potential to sustain corporate growth amidst inflation and rate hike tensions. Lastly, we turn our gaze to the defense industry's L3 Harris Technologies and tease the enigmatic bond market's future impact, contrasting municipal bonds with treasuries to give you a comprehensive understanding of how these components weave together to affect financial stability.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

August 21, 2023 Season 5, Episode 26
Will the recent rise in interest rates and an era of a risk-free rate of return of 5.5% upend the financial markets or simply be the game-changer we’ve been anticipating? Buckle up as we traverse the financial terrain brought about by these unprecedented rates, the impact on equity and bond markets and what the future may hold. We'll also dissect Chairman Powell's anticipated speech and shine a light on a stock that’s a heady concoction of growth and value potential.
With the People's Bank of China lowering the one-year prime rate to 3.45%, the tremors are already being felt across global markets. This episode brings you up-to-date with how this decision is causing ripples in China, India, and Europe's economies. We'll walk you through the performance of individual stocks such as Nvidia, Palo Alto Networks, and NAPCO Security Systems, and delve into the connotations of increasing yields on the stock market and Bitcoin's dwindling value. All this, while bringing you the latest financial tidbits from Bloomberg, The New York Times, and CNN.
But that's not all. We're pulling back the curtain on the recent surge in treasury yields and the thrilling investment prospects they reveal. From the role of the Fitch downgrade and increased supply in these developments, to the eagerly anticipated economic growth and inflation predictions driving these changes, we've got you covered. With Chairman Powell's Jackson Hall Symposium speech on the horizon, we'll also explore Visa and Mastercard's promising outlook as growth stocks. Trust us, you don't want to miss this episode packed with insightful nuggets for investors braving these turbulent markets.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

June 26, 2023 | Season 5, Episode 21
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode, hosted by Keith Lanton, the focus is on conducting a midyear checkup or reassessment of your portfolio in light of the approaching halfway point of the year. The episode begins with a discussion on recent events in Russia and their potential impact on financial markets. The uncertainty surrounding the situation is reflected in rising bond prices and a modest increase in oil prices. The episode emphasizes the importance of considering personal factors such as health, income changes, significant life events, and planned expenditures when evaluating the need for portfolio adjustments.

Keith Lanton then delves into the bullish and bearish outlooks for the US economy and equity markets, acknowledging the polarizing views in the investment landscape. He presents a list of positive factors, including the record amount of cash on the sidelines, the strength of the US military and economy, decreasing inflation, low corporate default rates, and various positive developments in manufacturing and infrastructure investment. On the other hand, he also highlights concerns such as potential interest rate hikes, market performance, technological advancements affecting jobs, political polarization, geopolitical tensions, and the state of the banking system.

For those considering adjustments to their investment portfolios, Keith Lanton suggests a variety of options. While remaining invested in equities at an appropriate percentage, he points out the opportunities in the fixed income market. Short-term treasuries, municipal bonds, and mortgage-backed securities offer attractive yields, providing stability and income potential. He also mentions the option of outsourcing fixed income asset allocation to quality managers.

Overall, the episode encourages listeners to carefully evaluate their financial plans and strategies, taking into account personal circumstances and weighing the bullish and bearish factors in the current investment environment.

We hope you enjoy the show and please share it with friends, family, and colleagues. For press interviews, please call 631-454-2000

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

August 30th, 2021, Season 3 Episode 32
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
With little activity in the market, Keith deems it appropriate to begin this episode with several peaceful quotes from the late great John Lennon, which promote the philosophy of being open to all life has to offer with excitement and acceptance. Amidst this stagnation, however, a bit of anticipatory anxiety looms as the nation awaits Friday's Federal Reserve employment report - one that is more consequential than usual. This will be the Fed's next major announcement following last week's annual Jackson Hole Symposium, in which Chairman Jerome Powell stated that Fed hikes are unlikely in the foreseeable future. In other news, Keith notes that oil prices have risen, albeit marginally, in the wake of Hurricane Ida's wrath in the Gulf Coast. Across the Pacific, an additional shipment of contaminated Moderna COVID-19 vaccination samples arriving in Tokyo have driven the company's stock price down. And in promising news to all, Apple has hinted that its iPhone 13 could support Low Earth Orbit (LEO) satellites, which would allow for calls and messages to be made even in the absence of cellular service. Keith goes on to make mention of the energy sector's upward spiral in the past week, and discusses the current rise of bank stocks in light of prognostication that the yield curve will continue to remain steep. Another major topic of discussion in the podcast is China's floundering market, which, as Keith notes, has dropped by 20 percent in a matter of six months. The United States has, consequently, been withdrawing a significant amount of money out of China. Barron's has been vocal as of late, recommending to prospective speculators to move towards small companies and mutual funds as a means to mitigate risk. They further suggest investing in variable interest entities (VIEs) and exchange traded funds (ETFs), and moving away from American depositary receipts (ADRs) due to associated regulatory risks. Lastly, small-cap stock Plantronics (POLY) is coming under very high recommendation from Barron's due to the hybrid work environment that it permits. Director of Fixed Income Brad Harris steps in to conclude the podcast with some advice on the bond market, stating that, given the uneventful week, bond investors would be best off reviewing their portfolios and investing exclusively in high-grade bonds for the time being.
We hope you enjoy the show and share it with colleagues and friends.
Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern