Podcasts

 

EXPLORING THE INFLUENCE OF AI ON INVESTING AND THE HIDDEN STRENGTH OF REITS

Navigate the maze of financial markets with us as we scrutinize today's lofty equity valuations and the ever-looming bubble debate. Burton Malkiel, the eminent author of "A Random Walk Down Wall Street," joins the fray, sharing his insights on the Federal Reserve's strategy and its impact on job creation and unemployment. We crack the code of market trends amidst COVID-19 and the Ukraine conflict's global economic aftermath, sifting through the complexities of fiscal policies, supply chain woes, and inflationary pressures. Learn how artificial intelligence could supercharge productivity and change the game for stock market investors, and discover why gold and Bitcoin may be the sleeper hits in your store of value search.

Ever wondered why the VanEck Gold Miners ETF seems to march to the beat of its own drum, independent of gold prices? Or how some real estate investment trusts (REITs) are not just weathering the storm but thriving in today's economy? We unravel these mysteries and spotlight four REITs that marry attractive dividends with robust fundamentals. And because financial health goes hand-in-hand with physical well-being, we guide you through the personal finance implications of long-term care planning, underscoring the importance of proactive health management. Don't miss a moment of this episode, filled with the kind of insights that could redefine your investment strategy and fortify your financial future.

** 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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DELVING INTO THE DEBATE OVER A POTENTIAL STOCK MARKET OVERVALUATION

Are we in the midst of a stock market bubble? Our latest episode tackles this burning question with a deep dive into the surprising resilience of financial markets as we push ahead into 2024. We examine the significance of staying invested and risk-tolerant in the face of market fluctuations, underscored by the halted JetBlue and Spirit Airlines merger and the surge in Bitcoin's value impacting companies like Coinbase. Reflecting on recent market performances, we discuss pivotal earnings reports and Jerome Powell's monetary policy testimonies, offering a nuanced perspective on the current financial climate and what it might mean for your portfolio.

This jam-packed episode features insights from financial heavyweights, including Ray Dalio, who weighs in on the stock market bubble debate. Against a backdrop of robust economic growth and tempered inflation fears, we explore hedge funds' cautious stances and consider the implications of Goldman Sachs economists' projections on how new GLP-1 medications could bolster GDP. As we navigate through high valuations and record highs of the Nasdaq, we present a balanced exploration of the complex forces at play in today's markets, providing you with the clarity needed to make informed decisions.

Wrapping up, the conversation shifts to the tech and finance sectors, where giants like Apple and Google are facing pivotal challenges, and General Electric's corporate restructuring looms large. We dissect the potential impacts of these developments on investors and the broader market, without offering advisory services. Instead, we stress the importance of personal due diligence, reminding our listeners that our discussion is meant to inform and educate, directing those in need of tailored advice towards our additional resources. Tune in for a candid look at the forces shaping the financial landscape as you navigate your investment journey.

** 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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UNLOCKING FINANCIAL MASTERY: LESSONS FROM MUNGER AND BUFFETT AMID GLOBAL ECONOMIC TIDES

February 26, 2024 

Discover the investment wisdom of Charlie Munger and Warren Buffett as we unwrap the secrets to patient, long-term success in the financial markets. Our episode takes a deep dive into Munger's life rules and how they apply to both personal finance and investment strategies, especially in the context of a tumultuous year shaped by political and geopolitical events. We talk about living within your means, the value of continuous learning, and the importance of being selective with investment opportunities – lessons that are further exemplified by Berkshire Hathaway's conservative approach amid a high-valuation market.

Navigate the intricate dance between deficits, inflation, and interest rates with us as we dissect the Federal Reserve's response to lingering post-COVID inflation and the effects of government spending. The conversation gets real as we explore how climbing interest rates are influencing government debt and the broader implications for global economies. We draw attention to the contrasting economic strategies, comparing China's curtailed foreign investment to the resilient U.S. stock markets and how these play into the larger financial picture.

Wrap up with the latest financial tidbits and predictions, spanning from Home Depot's revenue patterns to Nvidia's outstanding earnings. We celebrate Intuitive Machines' historic lunar landing and speculate on the potential outcomes of Amazon's addition to the Dow Jones Industrial Average. The episode also provides updates on the dynamic interplay between military actions, political shifts, and the stock market's hunt for direction, all while keeping tabs on the tech industry's groundbreaking innovations and legal challenges that could reshape the digital landscape. Join us for a comprehensive tour through the current financial and geopolitical climate, all while being equipped with expert insights and forward-looking analysis.

** 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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MASTERING LIFE AND MARKETS: JAMES CLEAR'S INSIGHTS, FINANCIAL SHIFTS, AND GLOBAL EVENTS

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

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NAVIGATING THE AFTERMATH: INSIGHTS FROM THE FED MEETING, TECH EARNINGS, AND THE SURGING JOB MARKET

Gain unparalleled insights into the financial tremors that have jolted Wall Street and what they mean for your portfolio. Our latest episode features financial guru Brad, as we dissect the myriad forces shaping the markets—from the aftershocks of tech titans' earnings and the Federal Reserve's latest moves to the bond market's subtle dance that dictates the rhythm of asset and commodity prices. With the ever-canny advice from Barron's and a deep dive into the intricate world of Medicare, we serve up a tapestry of knowledge that could be the edge you need in navigating the complexities of your financial future.

Prepare to explore the high-flying maneuvers of Goldman Sachs, Boeing's ongoing saga, and the unexpected resilience of Estée Lauder's stock. We'll also unravel the implications of a robust jobs report and the Atlanta Fed's projections on the US economy's strength. Plus, discover how AI is transforming tech earnings, with Microsoft leading the charge. As we conclude, Brad imparts his wisdom on the bond market's latest volatility and the hidden gems within municipal bonds, ensuring you're armed with the critical insights to help steer your investments through current market uncertainties.

** 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

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THE CRUCIAL WEEK: UNPACKING JANUARY'S IMPACT ON 2024'S FINANCIAL LANDSCAPE

Embark on a journey through the intricate landscape of current events and financial forecasts with us and our esteemed guest, Brad. We'll navigate you through the twist and turns of the global stage, from the enigma of the presidential race to the unfolding drama in Jordan, painting a comprehensive picture of the forces shaping our world. As the tech titans line up to reveal their quarterly magic, we also scrutinize the anticipated impact of AI breakthroughs like Google's BARD and Microsoft's ChatGPT alliance. You won't want to miss our dissection of what these developments mean for the future of tech and your investment strategies.

Our ears are to the ground, catching every vibration from the financial sector to the Federal Reserve's whispers. Amazon's latest gambit in AI, AWS, and the ad space is about to be unveiled, while Meta prepares to showcase its fight in the social media arena with Reels. We'll also decode Jerome Powell's fiscal signals and look ahead at the Treasury's chess moves under Jack Frost's guidance. All the while, we're keeping an eye on the job market's pulse. With market concerns like Evergrande's tremors and international political plays at our fingertips, Brad and I will help you interpret the economic omens that could herald the next seismic shifts in the marketplace.

** 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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MASTERING MARKET VOLATILITY WITH INSIGHTS FROM FINANCIAL TITANS AND INNOVATORS

January 22, 2024
Season 6, Episode 4

Unlock the wisdom of legends and get a grip on the pulse of the financial markets; our latest podcast episode is a treasure trove of insights from the likes of Nick Saban and Warren Buffett that you can't afford to miss. We chart the course of the S&P 500's thrilling climb and delve into earnings reports from heavy hitters like Netflix and Tesla, all while keeping our finger on the pulse of geopolitical tensions and U.S. political shifts. The stakes are high, and the moves you make now could shape your financial future, so let's navigate this tumultuous yet opportunistic landscape together.

The seesaw of market expectations sets the tone for our deep dive into the Federal Reserve's interest rate policies and the painstaking balance policymakers must maintain. Our analysis isn't just about the numbers—it's about understanding the story behind the figures, from shifting consumer sentiment to Federal Reserve Governor Waller's prerequisites for a rate cut. As the presidential election looms, we dissect how political currents could turn into economic waves, ensuring you’re equipped to weather any storm on the horizon.

Biogen's breakthrough Alzheimer's drug Laquembe and BP's strategic maneuvers are hot topics we tackle, providing a primer on the disruptive forces at play in healthcare and energy. And let's not forget the invaluable perspective of our guest, Keith Lantham, whose financial acumen adds depth to our exploration of risk and reward in today's investment climate. Whether you’re a seasoned investor or just getting started, this episode is your guided tour through a landscape of innovation, economic intrigue, and strategic mastery.

** 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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INSIGHTS ON MLK JR.'S LEGACY AND THE FORECAST OF FINANCIAL TRENDS

Discover the multifaceted brilliance of Martin Luther King Jr., as we unveil the improvisational genius behind his "I Have a Dream" speech and the intriguing history of his name change. The episode then seamlessly transitions into a strategic analysis of the Federal Reserve's interest rate tactics and their profound implications on the financial markets. Prepare to navigate through the complexities of the Fed's projections versus market expectations, with in-depth discourse on the potential consequences of varying rate cut scenarios for the stock and bond markets in the upcoming year.

Venture further into the realm of finance as we scrutinize the current market landscape, marked by major stock movements and interest rate hikes. We'll dissect the tangled web of geopolitical issues, from Houthi missile strikes to the delicate dynamics between China and Taiwan, and how these factors play a pivotal role in shaping global economic trends. With a forward-focused approach, we anticipate the future of market stability and growth, discussing upcoming financial reports, retail sales data, and consumer sentiment, all through the lens of the market sages at Barons' roundtable and the enduring allure of dividend kings in these uncertain times.

** 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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NAVIGATING MARKET TURBULENCE: INTEREST RATE FORECASTS AND INVESTMENT STRATEGIES FOR A DYNAMIC FINANCIAL LANDSCAPE

Could your investment strategies withstand the shocks of a tumultuous market? Prepare to arm yourself with the insights and foresight shared as we explore the pivotal role of forecasting in finance, particularly focusing on interest rates and fixed income markets. This episode peels back the layers of past prediction pitfalls and steers toward the elements likely to steer interest rates come 2024. We'll dissect how these shifts could ripple through the deficit, government spending, and equity markets, arming you with knowledge to navigate the waves of change. Additionally, we're joined by expert analysts who shed light on the psychological maze of human biases in financial forecasting, using a Morningstar study as our guide to understand why even the most seasoned investors can veer off course.

Shifting gears, the episode zooms in on the health of financial markets, considering the impact of industry giants like Boeing and Apple on market volatility, Bitcoin's ETF buzz, and political chess moves that hold the keys to potential economic shifts. We unpack the FAA's grounding of Boeing and how it's shaking the Dow, while also highlighting the resilience of markets that continue to defy gravity. A sneak peek into the upcoming earnings season for banks provides a primer for the indicators that could signal interest rate adjustments and Fed maneuvers, setting the stage for savvy investors to act with precision.

In our final segment, we scrutinize the US Treasury's borrowing behavior and its profound influence on financial markets over the previous year. From long-term debt issuance to a pivot toward short-term bills, these strategies have sent shockwaves through stock and bond rallies, bond yields, and the dollar's value. Furthermore, we examine the role of money market funds in sustaining liquidity and how their actions echo in bank lending rates. This intricate dance between market expectations and the Fed's interest rate projections for 2024 unfolds before us, all while the labor market's condition sends signals about inflation and economic vigor. Tune in for a riveting journey through the financial landscape and uncover the investment opportunities waiting in the changing power grid.

** 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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2024 OUTLOOK: SETTING GOALS FOR SUCCESS IN A CHANGING FINANCIAL LANDSCAPE

Embark on a financial journey through 2023's twists and turns, as we peer into the crystal ball of 2024 with our esteemed guest, market sage Brad. Discover how to navigate the unpredictable tides of the financial markets and the secrets behind setting achievable goals that not only enrich your personal life but also solidify your investment strategies. With the previous year's market defying expectations and the Federal Reserve's interest rate moves, we'll reveal how to adjust your sails and catch the winds of economic change.

The stage is set for an in-depth analysis of last year's economic surprises, from the S&P 500's and NASDAQ's impressive performances to the unforeseen growth of the US economy. As we analyze the resilience of the markets amidst global uncertainties, tune in for Brad's insights on investment recalibration in the face of stock futures dipping. Our conversation also spans the globe to Saudi Arabia's Vision 2030, where the desert kingdom's moves toward renewable energy, manufacturing, and societal reforms signal a new era of opportunity for the astute investor.

Finally, we'll unravel the intricacies of income investing for the year ahead. With a nod to Barron's top recommendations, we explore the landscape's shift from energy pipelines to the allure of U.S. and foreign dividend stocks. Brad weighs in on the volatility within the bond market and how municipal bonds might be the golden ticket for income investors in the current yield environment. This episode is your compass to financial confidence in 2024, charting a course through the complexities of market dynamics and investment opportunities. Join us for a masterclass in economic foresight and the smart execution of financial goals.

** 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