From Greenland To Gold: How Geopolitics Is Rewriting Portfolios

January 20, 2026 | Season 8 | Episode 2Markets wake to a sharper geopolitical edge as U.S.–Europe tensions rise over Greenland and investors rethink traditional havens. We connect policy moves to asset flows, then share specific stock ideas across payments, biotech, coffee, and energy gear.• Postwar order under strain and shifting spheres of influence• Dollar and Treasuries lose some haven appeal amid deficits• Rotation toward gold, silver, copper, and real estate• Europe’s remilitarisation risk and tariff escalation paths• Iran’s protests tied to currency collapse and food inflation• Japan’s long yields jump and global rate knock-ons• Market tape: futures slide, banks and megacaps under pressure• NYSE explores 24/7 tokenized securities trading• Stock ideas: Shift4 Payments, biotech acquisition targets, Starbucks turnaround• Energy services pick: Cactus and FlexSteel international opportunityThis podcast is available on most platforms, including Apple Podcasts and Spotify. 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-formFollow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern