October 28, 2024
Season 6 | Episode 39


Unlock the secrets of an ancient tradition's surprising link to stock market success. Discover how the Halloween strategy could transform your investing game, along with an intriguing peek into the origins of Halloween itself. We'll dive into the heart of the market's pulse, from the S&P 500's "Magnificent 7" to undervalued gems waiting to be discovered as earnings season heats up. Join Brad and the team as we navigate the twists and turns of global events and their ripple effects on financial markets, from oil price shifts driven by geopolitical tensions to the political stage's influence on indices.

Explore the unpredictable dance of the bond market and how it might impact your wallet, especially if you're dealing with variable rate debt. We'll uncover the stories of companies like Ford, defying expectations, and examine the significance of bond market volatility and its historical echoes. As the political landscape looms large, we caution against making hasty investment choices based on election predictions and instead spotlight undervalued opportunities like Viatris. Whether you're a seasoned investor or just curious about the financial world, this episode promises a well-rounded snapshot of the economic landscape and potential pathways to profit.

** 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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October 21, 2024
Season 6 | Episode 38

Ever wondered how election outcomes might reshape your investment portfolio? We promise a comprehensive understanding of market dynamics as we approach Election Day, offering insights into how you can strategically position your investments amidst potential political shifts. We explore the cautious sentiment shadowing the stock market following a remarkable equities rally. Dive into Goldman Sachs' forecast on U.S. equity returns, and discover why sectors like nuclear energy and companies like Costco could be key to unlocking future investment opportunities.

Catch up on the latest market movements with a focus on the S&P 500's recent dip and pivotal earnings reports from giants such as Tesla and Humana. Gain a deeper understanding of geopolitical tensions in the Middle East and Moldova's EU referendum, while we also dissect the current political landscape with Vice President Harris leading in national polls. Learn about the broader economic indicators affecting sectors like housing, and what high mortgage rates might mean for future market trends.

Finally, explore the evolving market trends where the dramatic fall in electric vehicle prices and economic power shifts between the U.S., Europe, and Japan come into focus. Discover how the resurgence of nuclear energy and Costco's bold urban expansion in Los Angeles might redefine future growth strategies. We wrap up with a spotlight on Disney's leadership reshuffle, analyzing what James Gorman's appointment as chairman could mean for the company's stock and the strategic direction under Bob Iger's continued leadership.

** 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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October 12, 2024
Season 6 | Episode 37

Join us for a captivating exploration of today’s financial landscape with our esteemed guest, Mr. Keith Lenton, as we draw parallels between the voyages of Christopher Columbus and the modern journey through markets. As bond markets take a pause on Columbus Day, the stock exchanges remain active, setting the stage for an enlightening discourse on the U.S. deficit. Discover how September's unexpected market performance and the relatively calm October provide a backdrop for understanding the impact of rising interest rates on the national debt, with interest payments now surpassing even Medicare spending.

We also bring you insights from the renowned real estate analyst Ivy Zellman, who sheds light on the complexities of the U.S. housing market. Despite the apparent quietness in sales, Zellman reveals the true challenge is a lack of housing supply rather than demand. With mortgage rates unlikely to drop soon, learn about the potential for margin compression in homebuilding and the particular vulnerabilities in markets like Florida and Texas. This segment also highlights the earnings reports from major companies such as UnitedHealthcare, Johnson & Johnson, and Netflix, painting a comprehensive picture of the current financial climate.

In our final segment, we turn our attention to the telecommunications and bond investing sectors. Gain valuable perspectives from Barron's on T-Mobile's market strategies and their fiber connection challenges. Greg Hall from PIMCO provides a deep dive into active bond fund strategies, explaining why they might outperform stock funds due to the unique nature of the bond market. We discuss Barron's take on high-yield bonds, risk management, and highlight investment options like iShares BB Rated Corporate Bond and Van Eck Fallen Angel High Yield Bond ETF. This insightful discussion concludes with Barron's key considerations for anyone seeking higher income investments in today’s low-rate environment.

** 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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October 7, 2024
Season 6 | Episode 36

Unearth the complexities of global markets with us as we explore how demographic shifts are reshaping economic landscapes worldwide. How are events like the anniversary of Hamas's attack on Israel, ongoing regional instabilities, and a robust employment report influencing oil, stock, and bond markets? We'll uncover the ripple effects of geopolitical tensions through insights from financial titans like Barron's, Goldman Sachs, and Morgan Stanley. Also on the docket is a deep dive into labor dynamics, focusing on the Longshoremen's Union strike, and what it reveals about inflation and the challenges posed by an aging population.

As the world's population ages, what are the economic implications for inflation and consumption? We tackle this question by examining the rising demand for senior-centric services and the shifts in spending habits towards healthcare and technology. The episode also puts a spotlight on the psychological impact of the 10-year Treasury yield hitting 4% and the intriguing possibility of a "no landing" scenario. Join us as we ponder the resilience of the labor market, explore AI advancements, and analyze key economic indicators like the Consumer Price Index and major banks' earnings. Through expert opinions and strategic insights, we offer a hopeful outlook for US stocks amidst persistent geopolitical tensions.

** 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 23, 2024
Season 6 | Episode 35

Can a 50 basis point rate cut by the Federal Reserve really pave the way for a balanced economic future? Tune in to uncover the implications of this bold move, as Chairman Powell highlights the importance of "recalibration." We’ll break down how the S&P 500, Dow, and NASDAQ have responded, and why investors are feeling optimistic about the intricate dance between lowering rates, inflation, and economic growth. We’ll also touch upon the strength of the labor market, possible future rate adjustments, and some emerging economic concerns. Plus, Brad shares his thoughts on the bond market post-Fed decision and we dive into individual stock analyses, including Apple and key industrial stocks.

In our second segment, we broaden our lens to global markets and economic trends. From the complexities of building an institutional portfolio to the risks of over-diversification, we cover it all. Insightful discussions await on investor anticipation of central bank actions across the US, Europe, and China, and how corporate giants like Intel and Qualcomm are making headlines. We’ll also provide a detailed outlook on upcoming earnings reports from companies such as Syntos, Micron Technologies, Accenture, and Costco. Lastly, we wrap up with a market performance outlook, discussing subdued return forecasts, the slowdown in AI investments, and a thorough stock analysis from Barron's focusing on Apple’s resilience and SiriusXM’s valuation and dividend potential. Don't miss this packed, insightful episode!

** 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 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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