Markets, Memory, And The AI Jitters

February 17, 2026 | Season 8 | Episode 4We trace how AI fear is hitting tech, why foreign markets are gaining on a weaker dollar, and how history—Greenland negotiations and central bank fights—frames today’s headlines. We add actionable ideas in dividend ETFs, Stellantis, and EXOR, and explain Medicare’s AI pilot.• AI disruption risk versus productivity upside• dollar trends and global equity flows• Greenland as a strategic bargaining chip• Hamilton to Jackson and the bank wars• Panic of 1837 as policy cautionary tale• futures, earnings, and AI supply chain pressure• dividend ETF options with international tilt• Stellantis valuation, risks, and catalysts• EXOR’s NAV discount and Ferrari exposure• GDP drivers: productivity and population• Medicare’s AI prior authorization pilot scopeThank you for listening to Mr. Keith LanternThis podcast is available on most platforms, including Apple Podcasts and SpotifyFor 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