Market Mayhem: Self Inflicted Edition
The Lebenthal Report
On this week’s episode of The Lebenthal Report, Dominick and Michael welcome guest Robert (Bob) Kaynor, CFA, Head of U.S. Small and Mid-Cap Equities from Schroders to unpack the recent wave of market volatility and the surprising dual sell-off in both stocks and bonds. They explore what triggered the correction—was it truly economic pressure or a self-inflicted wound from tariff policy and mixed market messaging? Bob shares his insights on the current investing climate, emphasizing the impact of paused tariffs, challenges in renegotiating trade agreements, and how small-cap companies...
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Insurance Insights with Gary Slavin
The Lebenthal Report
Michael and Dominick break down the latest market trends, insurance must-knows, and economic policies shaping our financial future. Special guest Gary Slavin sheds light on key insurance insights, from umbrella policies to windstorm coverage. Don’t miss this deep dive into protecting your assets and navigating the complexities of insurance! Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment...
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Making Cents of 529 Plans
The Lebenthal Report
In this episode of The Lebenthal Report, we welcome back Kristia Adrian, Executive Director, 529 specialist at JP Morgan Asset Management, who brings her expertise in education savings strategies. Michael, Dominick, and Kris dive deep into 529 college savings plans—breaking down their benefits, recent financial aid updates, and how they fit into your long-term education planning. Plus, they discuss college visits, what families should consider when choosing a school, and market trends affecting investments. Don’t miss this insightful discussion! Lebenthal Global Advisors, LLC is a...
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Encore: Small Biz, Big Worries
The Lebenthal Report
In case you missed it, here’s another chance to catch this insightful episode of The Lebenthal Report! We take a deep dive into market trends, small business confidence, and the latest fluctuations in the CEO Confidence Index with special guest Jeff Oak from Vistage. With CEO sentiment experiencing a dramatic rise in December followed by a sharp decline in February, we explore what’s driving this volatility and what it could mean for the broader economy. We also discuss the impact of government policies, job cuts, and tariffs on small businesses—the backbone of job creation in the U.S....
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Encore: John Lee Hooker Jr.'s Journey
The Lebenthal Report
In case you missed it, here’s another chance to catch this unforgettable episode of The Lebenthal Report! Hosts Michael Hartzman and Dominic welcome acclaimed blues musician and author John Lee Hooker Jr. to the show. John shares insights from his compelling new book, offering a deep dive into his journey through music, life, and personal redemption. He discusses the inspirations behind his writing, the lessons he's learned along the way, and the impact of his legendary father, John Lee Hooker, on his career. Tune in for an engaging conversation filled with wisdom, resilience, and the power...
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Small Biz, Big Worries
The Lebenthal Report
This week on The Lebenthal Report, we take a deep dive into market trends, small business confidence, and the latest fluctuations in the CEO Confidence Index with special guest Jeff Oak from Vistage. With CEO sentiment experiencing a dramatic rise in December followed by a sharp decline in February, we explore what’s driving this volatility and what it could mean for the broader economy. We also discuss the impact of government policies, job cuts, and tariffs on small businesses—the backbone of job creation in the U.S. Exciting news! Jeff will now be joining us quarterly...
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John Lee Hooker Jr.'s Journey
The Lebenthal Report
In this noteworthy episode of The Lebenthal Report, hosts Michael Hartzman and Dominic welcome acclaimed blues musician and author John Lee Hooker Jr. to the show. John shares insights from his compelling new book, offering a deep dive into his journey through music, life, and personal redemption. He discusses the inspirations behind his writing, the lessons he's learned along the way, and the impact of his legendary father, John Lee Hooker, on his career. Tune in for an engaging conversation filled with wisdom, resilience, and the power of storytelling. Plus, find out where you can purchase...
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Encore: AI (Artificial Intelligence): Fact or Fiction
The Lebenthal Report
In case you missed it- be sure to check out this encore episode of The Lebenthal Report, where Michael and Dominick welcome Amanda Gallagher, Managing Director, Global Head of Data and Tech Solutions at New York Life Investments, for an in-depth discussion on AI’s growing influence in finance, medicine, cybersecurity, and beyond. Together they analyzed the market’s performance in January and debated the impact of Deep Seek, a Chinese AI company claiming to revolutionize the field with low-cost, energy-efficient generative AI. They also explored AI’s role in investment...
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Markets, Tariffs & Trades—Oh My!
The Lebenthal Report
From Black Swan events to Trump’s tariffs, Bitcoin’s future, and AI in biotech—this week’s episode of The Lebenthal Report is a must-listen. Returning guest Michael "Macro Mike" Logalbo joins as today’s guest host, bringing his expertise on geopolitical risks, inflation, and investment strategies. The discussion covers market volatility, the potential impact of stock buybacks, the rise of sovereign wealth funds, and how investors can navigate uncertainty with gold, oil, and Bitcoin. Don’t miss this deep dive into the forces shaping today’s global economy! Lebenthal...
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AI (Artificial Intelligence): Fact or Fiction
The Lebenthal Report
This week on the Lebenthal Report, Michael and Dominick welcomed Amanda Gallagher, Managing Director, Global Head of Data and Tech Solutions at New York Life Investments, for an in-depth discussion on AI’s growing influence in finance, medicine, cybersecurity, and beyond. Together they analyzed the market’s performance in January and debated the impact of Deep Seek, a Chinese AI company claiming to revolutionize the field with low-cost, energy-efficient generative AI. They also explored AI’s role in investment strategies, market efficiency, and the potential risks and rewards...
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