
Sign up to save your podcasts
Or


January 26, 2026 | Season 8 | Episode 3
We track a fast-moving market where gold and silver surge as currencies wobble, deficits widen, and geopolitical shocks stack up. We connect today’s macro stress to Gilded Age echoes and end with a practical take on AI agents reshaping cybersecurity risk and opportunity.
• debasement trade lifting gold, silver, and other commodities
• dollar, yen, and euro weakness alongside EM currency strength
• shutdown risk and tariff threats tilting confidence
• Japan’s fiscal push echoing Truss-era bond volatility
• equities’ upside versus bonds’ debasement drag
• Davos signals and US–Europe friction on trade and security
• Gilded Age parallels in tech disruption and inequality
• silver’s industrial demand, supply constraints, and volatility
• earnings calendar and FOMC watch for forward guidance
• identity-first cybersecurity in an agent-driven world
For more information, please visit our website at www.heroldlantern.com
** 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
By Keith Lanton5
22 ratings
January 26, 2026 | Season 8 | Episode 3
We track a fast-moving market where gold and silver surge as currencies wobble, deficits widen, and geopolitical shocks stack up. We connect today’s macro stress to Gilded Age echoes and end with a practical take on AI agents reshaping cybersecurity risk and opportunity.
• debasement trade lifting gold, silver, and other commodities
• dollar, yen, and euro weakness alongside EM currency strength
• shutdown risk and tariff threats tilting confidence
• Japan’s fiscal push echoing Truss-era bond volatility
• equities’ upside versus bonds’ debasement drag
• Davos signals and US–Europe friction on trade and security
• Gilded Age parallels in tech disruption and inequality
• silver’s industrial demand, supply constraints, and volatility
• earnings calendar and FOMC watch for forward guidance
• identity-first cybersecurity in an agent-driven world
For more information, please visit our website at www.heroldlantern.com
** 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