Best Keith Lanton Podcasts (2026)

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How History, AI, And Prediction Markets Are Shaping Your Wallet 39:53

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December 22. 2025 | Season 7 | Episode 47 We trace a line from the contested elections of the late 1800s to today’s market mood, then dig into AI-driven pricing, chip supply pinch points, prediction markets, and the real progress of robotaxis. The goal is to separate noise from durable drivers of earnings and risk. • Parallels between 1876–1880 ele…

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What The Disputed 1876 Election Teaches Us About Today’s Markets And Policy 39:40

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December 15, 2025 | Season 7 | Episode 46 We connect the fiercely contested 1876 election to today’s fractured politics and market structure, then pivot to concrete year-end tax moves, the Fed’s latest actions, and where real bubbles may be forming. We close with a pragmatic look at Barron’s 2026 stock ideas, sector rotations, and a measured quantu…

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Why Tariffs, Currencies, And Fed Policy Collide To Move Stocks 39:19

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December 8, 2025 | Season 7 | Episode 45 We trace how a weak yuan powers China’s record trade surplus despite tariffs, and why history with Japan’s yen still shapes today’s strategy. We map the U.S. pivot to talent and capital, the odds of a hawkish Fed cut, retiree tax moves for 2025, and two stock spotlights: Weyerhaeuser and Apple. • China’s $1T…

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Santa Rally Meets Gemini: Even Rudolph Is Rebalancing 38:42

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December 1, 2025 | Season 7 | Episode 44 Markets don’t move in straight lines, and neither do we. As December kicks off, we zoom out to habits and time—how focus shapes results—and then zoom right back into a surprisingly strong rally that flipped leadership from NVIDIA-linked names toward Alphabet’s fast-rising AI stack. Gemini’s leap and seventh-…

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How Eddie Murphy Changed Comedy and the World 49:04

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"Hippies are bad people who pretend to be good and punks are good people who pretend to be bad" Photo from Being Eddie. Netflix Hosted on Acast. See acast.com/privacy for more information.

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Markets, Mindset, And The Holiday Week 29:00

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November 24, 2025 | Season 7 | Episode 43 Markets can rally on headlines and still slide by the close, and this holiday-shortened week is a masterclass in that tension. We open with the travel surge and a shaky tape, then dig into why NVIDIA’s stellar results sparked selling, what “violently flat” really signals, and how investor positioning, year-…

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Why A Strong Mind Beats A Volatile Market 38:27

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November 17, 2025 | Season 7 | Episode 42 Markets don’t wait for your plan to catch up. We open with a clear framework for year-end positioning that blends mindset with mechanics—how identity-based habits and focus can keep you from selling lows, chasing highs, or ignoring life changes that matter more than headlines. From there, we map the macro f…

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What Were They Thinking When Everyone Bought The Same Seven Stocks 38:26

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November 3, 2025 Season 7 | Episode 41 Markets don’t break on the loud day; they weaken quietly while everything still looks fine. We open with a clear view of the pressure points shaping returns right now: a grinding government shutdown, a Supreme Court showdown over tariff power, and a Fed that cut rates but refuses to pre-commit on December. Tho…

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Dads Watch Kids Movies: THE WITCHES 37:54

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Jim Henson meets Roald Dahl in THE WITCHES. Let's talk about whether it holds up, whether it would work for modern kids, and why we wouldn't mind watching it again and again and again. A must-see if you love movies with dead parents, kids turning into mice, and of course... witches. TLDR: "I love this movie."—Keith Hosted on Acast. See acast.com/pr…

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Markets, Tech, And The Week Ahead 33:57

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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, wha…

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Riding The Wall Of Worry 36:52

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October 20, 2025 | Season 7 | Episode 39 Fear is loud, but context is louder. We open with the classic wall of worry and show why widespread crash talk can be oddly protective, then parse what actually matters now: a Fed tilting to cuts, resilient big-bank earnings, and a stealth risk that portfolios are measured in weakening dollars, not just risi…

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Tariffs, Rare Earths, And A Flight To Gold: How Geopolitics Hit Your Portfolio 37:40

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October 13, 2025 | Season 7 | Episode 38 A sudden policy shock from Beijing and a hardline tariff posture from Washington can erase trillions in market value in a day—and that’s exactly what just happened. We walk through the sequence: China widens export controls on rare earths and related technologies, the White House floats a 100% additional tar…

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Shutdown, Markets, And The Big Bill 36:00

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October 6, 2025 | Season 7 | Episode 37 A government shutdown should spook investors, yet stocks are climbing, futures are green, and deal flow is perking up. We unpack why markets often rally through shutdowns, where this one could truly bite if furloughs turn into layoffs, and what a data blackout does to sentiment and positioning. From there, we…

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Volatility, Policy, and AI: Choosing Growth When Currency Blurs the Scoreboard 35:41

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September 29, 2025 | Season 7 | Episode 36 Forget the spooky stories—October’s market script is more complex and more constructive than memory suggests. We open by challenging the “October effect,” tracing how volatility and returns actually stack up, and why certain election cycles—not the month itself—deserve the caution label. From there we walk…

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Beyond the Markets: Finding Confidence Through Courage in Finance and Life 39:07

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September 22, 2025 | Season 7 | Episode 35 What happens when a tech giant can borrow money at lower rates than the U.S. government? This fascinating development signals a potential paradigm shift in how markets view sovereign debt risk—and it's just one of many remarkable insights from the aftermath of the Federal Reserve's recent rate cut decision…

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Highest 2 Lowest Needs More Highs and Lows 46:51

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One of the greatest directors ever reunites with one of the greatest actors ever to make one of the most OK films Hosted on Acast. See acast.com/privacy for more information.

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The Fed Walks a Tightrope Between Inflation and Employment This Week 35:04

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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 dram…

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Jobs, Immigration, and Portfolio Allocation: Where the Puck is Going 38:08

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September 8, 2025 | Season 7 | Episode 33 The financial landscape is shifting beneath our feet, and savvy investors are taking notice. Recent employment data has revealed troubling signs of economic weakness—just 22,000 jobs added in August (far below expectations), unemployment rising to a four-year high of 4.3%, and downward revisions showing act…

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Wall Street's Annual Jitters: How to Survive September 40:44

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September 2, 2025 | Season 7 | Episode 32 September has historically been Wall Street's most challenging month, with the S&P 500 declining 56% of the time by an average of 1.17% since 1927. As we navigate this traditionally difficult period, several key events could significantly impact market performance – most notably the Federal Reserve's Septem…

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WEAPONS: Can It Be All So Simple? (Spoilers, spoilers, spoilers) 31:20

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A VERY spoiler-filled discussion of Zack Cregger's wonderful WEAPONS. Please don't listen to this one without seeing the movie, OK? Hosted on Acast. See acast.com/privacy for more information.

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Are You Really Diversified? The Hidden Truth Behind Index Investing 37:41

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August 18, 2025 | Season 7 | Episode 31 The financial landscape is undergoing a remarkable transformation that demands our attention. Tech stocks have quietly reshaped the S&P 500, creating a concentration that challenges traditional notions of diversification. What many investors don't realize is that technology now represents a staggering 45% of …

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King of the Hill, Still on Top 41:29

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This episode, we talk about Hulu's very welcome revival of Mike Judge and Greg Daniel's King of the Hill, until Tim ruins everything with an obscene and inaccurate quotation from Silicon Valley. Hosted on Acast. See acast.com/privacy for more information.

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Fantastic Four Goes Full Comic Book 35:29

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The Fantastic Two, Tim and Aaron, discuss the Fantastic Four, which, unlike Superman, provides pure escapism. But we like them both. Here's Tim's article about this summer's comic book movies really embracing comic books. Hosted on Acast. See acast.com/privacy for more information.

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Are Tariffs Becoming America’s New Income Tax? 40:15

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August 4, 2025 | Season 7 | Episode 30 The financial landscape shifted dramatically last week as markets processed a surprisingly weak jobs report amidst record highs for major indices. Friday's employment data revealed not just lower-than-expected job growth but massive downward revisions to previous months, sending markets tumbling despite stella…

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Are Animal Spirits Taking Over Wall Street Again? 34:15

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July 27, 2025 | Season 7 | Episode 29 A major shift in global trade dynamics unfolded today as the United States and European Union reached a preliminary agreement setting a 15% baseline tariff on most European imports—significantly lower than the threatened 30% that loomed without a deal. The implications ripple across multiple sectors, with pharm…

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Are Stock Buybacks Fueling a Hidden Market Bubble? 35:11

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July 21, 2025 | Season 7 | Episode 28 The invisible forces of supply and demand are reshaping financial markets in ways that savvy investors need to understand. This deep dive explores how stock buybacks have overtaken dividends as the primary method companies return capital to shareholders—and why timing matters tremendously. When companies repurc…

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The Goofiest Parts of Superman=The Best Parts of Superman 1:12:12

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Also in this episode, we investigate: Is Jesus woke? Hosted on Acast. See acast.com/privacy for more information.

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Is the Bond Market the Real Fed Chair? 43:00

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July 14, 2025 | Season 7 | I-Episode 27 The resilience of financial markets amid escalating tariff rhetoric takes center stage in this comprehensive market analysis. Despite President Trump's announcements of potential 30% tariffs on the European Union and Mexico, market indices have remained surprisingly stable, highlighting a fascinating disconne…

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Tax Cuts, Trump IRAs, and Trade Wars: Navigating Today's Financial Landscape 40:56

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July 7, 2025 | Season 7 | Episode 26 The financial landscape is shifting dramatically with President Trump's newly signed "Big Beautiful Bill" extending the 2017 tax cuts that were set to expire this December. This sweeping legislation keeps the top tax rate at 37% while expanding the estate tax exemption to a generous $15 million per person ($30 m…

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Too Much Noise, Too Little Change: A Mid-Year Market Review 34:19

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June 30, 2025 | Season 7 | Episode 25 The financial landscape of 2025 has been a study in contrasts—headlines scream chaos while markets whisper stability. As we close the first half of the year, this paradox becomes our focal point. Despite a backdrop of Middle East conflicts, Russia-Ukraine escalations, nuclear tensions between India and Pakistan…

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Peace Through Strength: How Markets Respond to Global Conflicts and Policy Shifts 38:06

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June 23, 2025 | Season 7 | Episode 24 How do markets respond when geopolitical tensions escalate? Despite US airstrikes on Iranian nuclear facilities and ongoing Middle East conflict, investors displayed remarkable calm - demonstrating a pattern we've seen repeatedly where buying during military uncertainties has historically proven profitable. Mar…

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'Straw is No Exit for Black Women' 53:40

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Tyler Perry's Straw has a misleading title — because it isn't a straw that breaks the camel's back in the film about a single mom (Taraji P. Henson) driven to extremes, but an absolutely nightmarish event that is only revealed in the film's insane final act. In this episode, Aaron, Keith and Tim talk about whether the movie takes place in hell, gre…

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Oil, Bonds, and Resilience: Financial Markets Amid Middle East Escalation 36:46

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June 16, 2025 | Season 7 | Episode 23 Financial markets are navigating a complex landscape of geopolitical tensions, monetary policy uncertainty, and technological disruption with remarkable resilience. Despite Israel's strikes on Iranian nuclear facilities triggering initial volatility, investors have demonstrated measured responses – a significan…

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The Edgelord Games of Mountainhead 38:42

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What is the message of Mountainhead? Aaron and Tim talk about the film as a condemnation of the gamification of everything in Jesse Armstrong's Succession successor. Hosted on Acast. See acast.com/privacy for more information.

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Financial landscapes are shifting as private markets outpace public ones. 41:15

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June 9, 2025 | Season 7 | Episode 22 The financial world is undergoing a seismic shift that few everyday investors fully grasp. Private credit and private equity markets have exploded from virtually nothing to controlling trillions in assets and thousands of companies—all while operating largely outside traditional regulatory frameworks. We take yo…

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The Big Beautiful Bill, Social Security, and Your Investment Strategy 42:13

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June 2, 2025 | Season 7 | Episode 21 The global investment landscape may be approaching a pivotal shift after 15 years of US market dominance. While American markets have delivered exceptional returns, mounting evidence suggests international opportunities deserve renewed attention from investors seeking to optimize their portfolios. At the heart o…

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Everything Is Relative: A Fresh Look at Market Valuation 38:35

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May 27, 2025 | Season 7 | Episode 20 Take a fascinating journey through market valuation that challenges conventional wisdom about wealth measurement. In this eye-opening episode, we explore how perceiving markets solely through dollar-denominated prices creates an illusion of stability, when deeper analysis reveals a more complex reality. The real…

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We Like Murderbot Well Enough 46:19

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Murderbot is a security droid who is happy to just watch his shows, and so are we. Without being security droids. Hosted on Acast. See acast.com/privacy for more information.

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Treasury Yields Rise as Trump's "Big Beautiful Bill" Threatens to Balloon the Deficit 39:30

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May 19, 2025 | Season 7 | Episode 19 Moody's downgrade of US Treasury debt from AAA to AA1 reverberated through markets, pushing bond yields higher and raising questions about America's fiscal trajectory. This watershed moment, following earlier downgrades by S&P (2011) and Fitch (2023), signals growing concern over the nation's $2 trillion annual …

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From Tariff Terror to Market Magic: The Overnight Rally Explained 39:30

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May 12, 2025 | Season 7 | Episode 18 A game-changing announcement between the US and China has jolted financial markets into a dramatic rally. The two economic superpowers have agreed to a 90-day pause on tariffs, establishing new benchmarks of 30% on Chinese imports (down from the threatened 145%) and 10% on American goods entering China. This une…