Market Update: June 3, 2025
The Lebenthal Report
Michael & Dominic deliver a full-spectrum market briefing—breaking down stock market volatility, sector performance, bond market signals, and inflation trends. They explore how tariffs, Fed moves, and political noise are shaping investor sentiment and the broader economic outlook. Don’t miss this timely episode packed with sharp insights and clear takeaways.
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Encore: Living History with Author Helen Sheehy
The Lebenthal Report
Check out this encore episode of the Lebenthal Report Michael and Dominic welcome acclaimed author Helen Sheehy to explore her new novel Just Willa—a moving story inspired by the resilience of her mother during the Dust Bowl and Great Depression. The conversation touches on Helen’s unique experiences as a teacher in a maximum-security prison, the shifting values of work and money across generations, and the real-life economic challenges echoed in Willa’s journey. Plus, Michael and Dominic unpack recent market movements, future volatility, and what today’s employment landscape...
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Encore: Confident Crisis
The Lebenthal Report
In case you missed it, check out this encore epsiode of The Lebenthal Report, where hosts Michael Hartzman and Dominick Tavella are joined once again by Jeff Oak of Vistage, our trusted quarterly guest, to discuss the latest data on small business sentiment — and it’s sounding the alarm. Jeff shares insights from Vistage’s latest CEO Confidence Index survey, which saw a dramatic 22-point drop. With hiring expectations falling from 65% to 45% and tariff policy uncertainty growing, small business leaders are bracing for economic turbulence. We...
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Encore: Market Mayhem, Self Inflicted Edition
The Lebenthal Report
In case you missed it... On this encore episode of The Lebenthal Report, Dominick and Michael are joined by Robert (Bob) Kaynor, CFA, Head of U.S. Small and Mid-Cap Equities at Schroders, for a deep dive into the recent wave of market volatility and the unusual dual sell-off in both stocks and bonds. Together, they explore the real triggers behind the correction—was it driven by true economic pressure or the result of policy missteps and mixed market messaging? Bob offers expert insights into today’s investment landscape, touching on everything from the impact of paused tariffs and the...
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Living History with Author Helen Sheehy
The Lebenthal Report
On this week's episode of the Lebenthal Report Michael and Dominic welcome acclaimed author Helen Sheehy to explore her new novel Just Willa—a moving story inspired by the resilience of her mother during the Dust Bowl and Great Depression. The conversation touches on Helen’s unique experiences as a teacher in a maximum-security prison, the shifting values of work and money across generations, and the real-life economic challenges echoed in Willa’s journey. Plus, Michael and Dominic unpack recent market movements, future volatility, and what today’s employment landscape...
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Confidence Crisis
The Lebenthal Report
In this episode of The Lebenthal Report, hosts Michael Hartzman and Dominick Tavella are joined once again by Jeff Oak of Vistage, our trusted quarterly guest, to discuss the latest data on small business sentiment — and it’s sounding the alarm. Jeff shares insights from Vistage’s latest CEO Confidence Index survey, which saw a dramatic 22-point drop. With hiring expectations falling from 65% to 45% and tariff policy uncertainty growing, small business leaders are bracing for economic turbulence. We explore: The disconnect between soft data...
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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....
info_outlineThis 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 in various industries. This episode is sure to help you stay ahead of the curve with expert insights into AI’s impact on investing and the market.Catch the full episode now!Lebenthal Global Advisors, LLC is a registered investment adviser. 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 advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC’s website at (www.adviserinfo.sec.gov). Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA’s BrokerCheck website, (www.brokercheck.finra.org).