Keeping it Real- Fed, Jobs and Markets
The Lebenthal Report
Dominick Tavella and Michael Hartzman sit down with Philip Blancato, CEO of Ladenburg Asset Management, for a candid conversation on the markets, the Fed, and where investors should be looking now. From jobs data and inflation to bonds, small caps, and life beyond the Magnificent Seven, this episode keeps it real on what matters most for portfolios today. If you’re wondering whether “bad news” is now “good news” for the Fed—or where real value lies beyond the Magnificent Seven—this episode offers the insights you need. Lebenthal Global Advisors, LLC is a...
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Encore: Record Highs, Hidden Risks
The Lebenthal Report
We’re revisiting a standout conversation packed with timely insights on today’s market environment. Despite record highs, uncertainty looms—and this discussion breaks down the signals investors can’t afford to ignore. Host Dominick Tavella and guest host Tracy Byrnes welcome back James Macey, Senior Investment Strategist at BNY Investments, to explore: CPI data fueling 90% expectations for rate cuts How just 10 AI companies are driving 80% of S&P performance Surprising strength in international markets Why headline inflation masks rising costs on essentials—eggs up 16%,...
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Making Economics Understandable with Howard Yaruss
The Lebenthal Report
In this episode of The Lebenthal Report, Michael Hartzman and Dominick Tavella sit down with NYU professor and author Howard Yaruss (Understandable Economics) to unpack today’s most pressing financial topics. From Social Security solvency and inflation to the gig economy, tariffs, and cryptocurrencies, Yaruss offers straightforward insights into how economic policy shapes our daily lives. A must-listen for anyone seeking to make sense of the market and the forces behind it. Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA...
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Q2 2025 Market Recap & Small Business Outlook with Jeff Oak
The Lebenthal Report
Markets are shifting, and small businesses are adapting. 📊 In this new episode of the Lebenthal Report, Dominick & guest host Tracy Byrnes break down last week’s performance and sit down with Vistage Chair Jeff Oak to uncover how small business CEOs are navigating 2025: 📌 What you’ll learn in this episode: Market recap: Russell 2000 rally & potential September rate cut How tariffs & rising costs are squeezing small business margins Productivity gains through AI, automation & smarter processes CEO burnout and stress on the rise Opportunities for...
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Record Highs, Hidden Risks
The Lebenthal Report
The latest episode of The Lebenthal Report examines the market's mixed signals as we reach record highs despite ongoing economic uncertainty. Host Dominick Tavella and guest host Tracy Byrnes welcome back James Macey, Senior Investment Strategist from BNY Investments, for timely market insights. Key takeaways: CPI data fuels 90% expectations for rate cuts Just 10 AI companies drive 80% of S&P performance International markets deliver surprising outperformance While headline inflation appears controlled, everyday essentials tell a different story—eggs up 16%, coffee up 14% Macey...
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Markets in Motion
The Lebenthal Report
This episode of The Lebenthal Report dives into market trends and the Fed’s next move, exploring whether rate hikes are truly done or simply on pause. John Eade, President of Argus Research, joins as guest co-host to break down job growth, inflation data, and equity positioning—from mega-cap tech resilience to sector rotation into small caps. The team also examines fixed income opportunities amid a potential peak in rates and offers strategic advice on patience, selectivity, and long-term positioning. Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial...
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Encore: Stock Market Outlook and Women Empowerment with Tracy Byrnes
The Lebenthal Report
In case you missed last week's episode, enjoy this encore of The Lebenthal Report, where Michael and Dominick are joined by Tracy Byrnes, CDFA® — Vice President of Women & Investing at Lebenthal Global Advisors. Tracy shares expert insights on the current stock market outlook, what investors should watch right now, and actionable strategies for navigating today’s volatile markets. They also explored women’s roles in the financial industry, why female investors face unique challenges, and how women can build financial confidence and long-term wealth. Tracy brings her...
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Stock Market Outlook and Women Empowerment with Tracy Byrnes
The Lebenthal Report
This week on The Lebenthal Report, Michael and Dominick are joined by Tracy Byrnes, CDFA® — Vice President of Women & Investing at Lebenthal Global Advisors. Tracy shares expert insights on the current stock market outlook, what investors should watch right now, and actionable strategies for navigating today’s volatile markets. They also explore women’s roles in the financial industry, why female investors face unique challenges, and how women can build financial confidence and long-term wealth. Tracy brings her decades of experience in wealth management and...
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Big, Beautiful Market Update
The Lebenthal Report
In this week’s Lebenthal Podcast, Michael and Dominick break down key market movers—from tariff risks and Powell’s interest rate pause to tax reform impacts and looming Medicaid cuts. They cut through the noise to explain how these shifts affect investors, small business owners, and the broader economy. With sharp insight on market volatility and long-term trends, this episode is a must-listen for anyone navigating today’s uncertain financial landscape. Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered...
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Encore: Market Update: July 1, 2025
The Lebenthal Report
In case you missed it, check out this encore episode of The Lebenthal Report, Michael and Dominick dive into the market’s performance as the third quarter of 2025 begins, noting that markets have remained steady despite ongoing economic and geopolitical uncertainties. Key themes included the broader economic outlook, potential effects of policy decisions on growth and consumer confidence, and how shifting global dynamics could influence market trends in the months ahead. Looking forward, expectations are mixed, with cautious optimism about interest rate adjustments and...
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