Encore: Market Update from June 3rd, 2025
The Lebenthal Report
In case you missed it... Michael & Dominic delivered 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: Tariffs, Turbulence and Turnarounds
The Lebenthal Report
In this encore episode of The Lebenthal Report, Dominick and Michael dive into the recent stock market volatility triggered by the Trump administration's tariff announcements, followed by an unexpected rebound that pushed the S&P 500 into positive territory for the year. They explore whether this recovery is sustainable or masking deeper economic vulnerabilities. Joined by Meera Pandit, Executive Director at JP Morgan Asset Management, the trio examines the mixed signals in consumer spending, the challenges small businesses face due to tariffs and inflation, and the shifting...
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Tariffs, Turbulence and Turnarounds
The Lebenthal Report
In this episode of The Lebenthal Report, Dominick and Michael dive into the recent stock market volatility triggered by the Trump administration's tariff announcements, followed by an unexpected rebound that pushed the S&P 500 into positive territory for the year. They explore whether this recovery is sustainable or masking deeper economic vulnerabilities. Joined by Meera Pandit, Executive Director at JP Morgan Asset Management, the trio examines the mixed signals in consumer spending, the challenges small businesses face due to tariffs and inflation, and the shifting expectations around...
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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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