January 5, 2026 | Season 8 | Episode 1
We unpack the shock capture of Nicolás Maduro, why refiners rallied on heavy crude math, and how history’s forgotten shocks can sharpen today’s market judgment. Then we map 2025’s finish, 2026 scenarios, and concrete income ideas that balance risk and yield.
• geopolitical signal from Maduro capture and market reaction
• refinery advantage from Venezuelan heavy crude
• currency and bond moves across Latin America
• lessons from Panama and Black Tom for risk perception
• 2025 performance recap and 2026 return scenarios
• futures, commodities, gold and volatility read
• macro calendar: ISM, JOLTS, payrolls, sentiment
• Venezuela reserves and oil price paths near and long term
• energy positioning: refiners, services, midstream
• Charles Schwab’s pivot, earnings drivers and growth lanes
• income strategies: dividend ETFs, pipelines, REITs, BDCs, bonds
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.
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