September 16, 2024
Season 6 | Episode 34

Can a disciplined investment plan save you from costly mistakes? Join us as we navigate the turbulent waters of market volatility and the looming Federal Reserve interest rate decision. We spotlight the invaluable role financial professionals play in guiding investors through emotional traps, backed by insights from a recent Morningstar study. This episode also addresses the housing market crisis, examining its roots and exploring promising sectors outside of technology. Plus, we draw a fascinating parallel between a 1980s market darling and today's NVIDIA, offering a fresh perspective on why this historic stock might still be a gem.

Get ready for a comprehensive analysis of central bank decisions and their ripple effects across various economic sectors. Discover the surprising impact on the premium coffee market, with Arabica bean prices soaring due to supply disruptions. We'll dissect upcoming economic reports and the Federal Reserve's potential interest rate cuts, assessing their broader economic implications. Finally, we tackle the future of AI, spotlighting Oracle's recent earnings and strategic partnerships, and the ongoing housing crisis with potential solutions like the adoption of a value-added tax (VAT). Tune in for a thorough exploration of market behavior, economic consequences, and future opportunities.

** 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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September 9, 2024 | Season 6, Episode 33

What if we told you that the 23rd anniversary of September 11th holds profound insights not just into our collective memory but also into the dynamics of September's financial markets? Tune in as we navigate the turbulent waters of recent market movements, with Broadcom's earnings guidance and softer-than-expected jobs data taking center stage. We'll dissect how these factors are shaping retirement portfolios, re-examine Jim Cramer's weekend insights, and consider the potential impacts of imminent CPI and PPI reports. Don't miss the compelling discussion on the resurgence of nuclear energy and the rise of Celsius in the energy drink market.

Prepare to gain invaluable knowledge about this week's financial market landscape. We'll analyze recent earnings reports from Oracle, Signet Jewelers, Kroger, and Adobe, identifying key trends in data center spending, consumer behavior, and AI advancements. The bond market remains a hot topic, with analysts debating future Fed rate cuts, while major stock market moves—like Apple's product launch and Google's antitrust trial—are also scrutinized. Plus, we’ll cover broader economic issues like Bitcoin ETF outflows, China's economic slowdown, and its ripple effects on U.S. companies. Expect to hear updates about Merck, Boeing, Arm Holdings, US Steel, and Big Lots.

Finally, we'll delve into the resurgence of nuclear power in the U.S. and the dynamic role of tech leaders like Bill Gates and Sam Altman. Companies such as Constellation Energy and Vistra are experiencing significant stock gains amid increasing public support. The Biden administration's ambitious goals to triple nuclear capacity by 2050 will be examined, along with the challenges posed by lengthy construction timelines. Additionally, we'll explore the rise of Celsius Energy as a healthier alternative in the booming energy drink market. This episode is a rich tapestry of market updates, investment strategies, and cutting-edge energy innovations—essential listening for anyone keen to stay ahead.

** 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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September 3, 2024
Season 6 | Episode 32

How does the Federal Reserve navigate the stormy seas of high interest rates and inflation? In this episode, we uncover the critical role of the Fed in balancing the economy, especially as we inch closer to their pivotal meeting on September 17th and 18th. Get ready to explore the historical tumult of September and October in the markets, the climbing costs of raising a family in America, and insights from Barron's on individual stock ideas. We'll also highlight the significance of the municipal market and analyze the investor exuberance in today's booming stock market, pointing out the potential pitfalls of such high enthusiasm. Join us as Brad provides an in-depth analysis of the bond market and its vital influence on other asset classes.

As we brace for the unpredictable month of September, we'll address the skittish sentiment of investors amid a contentious presidential election and the influence of tech behemoths like NVIDIA. Despite stellar earnings reports, sky-high market expectations have led to stock sell-offs, reflecting the fragility of investor confidence. We'll delve into the early August market dip and subsequent bullish inflows into US equity funds, driven by upbeat economic indicators and anticipated Fed rate cuts. With an eye on safe havens like gold and the US dollar, we'll provide a measured outlook for year-end. Plus, don't miss Barron's analysis of Broadcom's upcoming earnings report and the crucial Bureau of Labor Statistics' jobs report for August, shedding light on their market and economic implications.

** 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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August 19, 2024
Season 6 | Episode 31

What if the Federal Reserve's next move could reshape your financial future? Tune in to our deep dive into the Fed's storied past and its pivotal role in today's market dynamics. We'll uncover crucial moments from the Panic of 1907 to Nixon's influence on Arthur Burns, and explore how these historical events still reverberate through today's economic landscape. With Jerome Powell's anticipated speech at the Jackson Hole Symposium just around the corner and a potential rate cut on the horizon, we dissect what these developments could mean for investors and the broader economy.

Join us as we navigate the currents of global financial markets, with insights from Jeff Curry. We'll highlight the latest market movements, corporate acquisitions, and the emerging trends that could spark a new commodity boom. From the bond market's subtle shifts to the strategic gold hoarding by nations like China and Russia, we provide a comprehensive analysis to keep you ahead of the curve. And don't miss Brad Harris incisive commentary on these critical developments, offering a unique perspective on what lies ahead for the financial world.

** 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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August 12, 2024
Season 6 | Episode 30

What if the secret to winning one of the most pivotal elections in U.S. history lay in the hands of an underdog with a vision? Join us as we travel back to 1860 and uncover how Abraham Lincoln, a little-known one-term Whig representative from Illinois, rose to prominence as the Republican nominee. We'll break down his strategy against formidable opponents like Stephen Douglas and John Breckinridge, and reflect on how his political savvy helped him secure victory in a deeply divided nation. This not only sheds light on our historical roots but also offers a fresh perspective on today's polarized political landscape.

Shifting to the world of finance, we dissect the turbulent performance of the S&P 500 and Nasdaq, driven by mixed earnings reports and macroeconomic factors. Discover how the yen situation in Japan and tech company earnings have influenced market sentiment, and learn why experts advocate for a diversified, long-term investment approach. Whether you're eyeing undervalued sectors or curious about opportunities in smaller and mid-sized companies, we offer insights to help you navigate the current financial climate with confidence.

In our final segment, we tackle critical topics affecting your financial future. From conservative investment strategies and the potential changes to Social Security taxation to the economic impact of aging populations in the U.S. and China, we've got you covered. Insights from experts like Torsten Slocke from Apollo Global illuminate key factors driving inflation and offer strategies for managing market volatility. Plus, get the latest on industry movers like Alphabet and Parker Hannafin, and learn how to assess your risk tolerance and investment goals in this ever-changing market landscape.

** 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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August 5, 2024
Season 6 | Episode 29

Ready to unravel the complexities behind one of the most volatile market days of the year? Join us as we dissect the chaos of August 5th, 2024, a day marked by surprising twists and seismic shifts across the global economy. From abrupt Federal Reserve movements to Warren Buffett's latest maneuvers, and from Mars’ ambitious plans to acquire Kelanova to Japan’s unexpected rate hike, we cover it all. You'll gain valuable insights into the tech sector’s sharp sell-off, Bitcoin's relentless instability, and the bond market's reaction to emergency rate cut speculations. Additionally, we delve into how rising geopolitical tensions in the Middle East are shaking up oil prices and cryptocurrencies.

We also take a hard look at the labor market's latest trends, focusing on the significant impact these changes are having on bond yields, equity markets, and major stock performances like NVIDIA, Apple, CrowdStrike, and Coinbase. Our analysis extends to the dramatic drops in Asian markets, spotlighting Japan's Nikkei's largest plunge since 1987. Plus, we scrutinize the latest unemployment statistics and their potential to reshape inflation and economic expectations. Wrapping up, we present a historical perspective on the Bureau of Labor Statistics' methodologies, shifts in American spending habits over the decades, and the looming challenges Merck faces with its blockbuster drug Keytruda in the face of biosimilar competition and Medicare pricing changes.

** 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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July 29, 2024
Season 6 | Episode 28

Can the aging population reshape your investment strategy? Tune in to uncover Jeremy Siegel’s expert insights on how increasing lifespans are impacting the financial world. We discuss the turbulent times of July and August in the equity markets, highlighting significant earnings reports and key economic updates from the U.S. Federal Reserve and Japanese central bank. Get ready for a deep dive into the complexities of inherited IRAs and the new IRS guidelines that could affect your financial planning.

Are you maximizing your annuity options? We break down real-world examples of single premium immediate income annuities and deferred income annuities, using a $200,000 investment scenario to illustrate potential returns. We’ll also bring you up to speed on the current market trends, including S&P, Dow, and Nasdaq futures, and crucial international market movements. Plus, don’t miss our coverage of geopolitical tensions and political developments that could influence your investments.

What’s next for Charles Schwab stock amid market volatility? Discover the reasons behind its recent sell-off and leadership's confidence moving forward. We also shed light on the potential return of an uninverted yield curve and key strategies to manage reinvestment risk. As always, we emphasize the importance of a diversified portfolio for long-term stability. Stay tuned for actionable advice and market predictions to help you build a robust investment strategy.

** 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

July 22, 2024
Season 6 | Episode 27

Can President Biden’s shocking exit from the 2024 election reshape the financial markets? Find out as we dissect this unexpected political move and its broad implications. We'll explore the shift from mega-cap tech giants to value stocks, and what this rotation means for your investment strategy. Aging isn't just a number—it’s a financial game-changer. We’ll arm you with essential statistics and insights into how longer lifespans are transforming retirement planning and investment priorities. Plus, we bust the myth that older workers can’t keep up with technology as remote work becomes increasingly popular among the seasoned workforce.

How are markets reacting to Kamala Harris stepping into the race? Discover the subtle yet intriguing market movements in response to this political shift. We’ll break down sector-specific trends, including semiconductor stocks making gains, and offer a sneak peek at what’s happening in Treasuries and commodities. Are we about to see a Trump renaissance? We’ll speculate on the potential market impacts of a Trump presidency, focusing on economic policies that could influence the dollar and Federal Reserve actions. Plus, don’t miss our take on FEMSA, the Mexican holding company with promising growth in Latin America and potential U.S. market entry as discussed in this weeks Barron's. Join us for a comprehensive look at these critical developments and more!

** 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