Encore: Staying Confident in a Headline-Driven Market with Howard Yaruss
The Lebenthal Report
In case you missed it, be sure to check out this encore episode of The Lebenthal Report, where Michael Hartzman and Dominick Tavella break down the sudden selloff tied to escalating geopolitical uncertainty, including the latest Greenland/NATO tensions and renewed tariff concerns. The big question for investors: is this a real economic deterioration — or market panic driven by unpredictable headlines? Then they were joined by returning guest Howard Yaruss, economist, NYU professor, and author of Understandable Economics, to discuss what’s really...
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Encore: Motivation and Money: The Paradox of Passion in Investing
The Lebenthal Report
In case you missed it, we’re replaying a timely episode of The Lebenthal Report that speaks directly to today’s market environment. Markets opened the year on a strong note, but headline risk and global uncertainty quickly came into focus. In this episode, we discuss how investors can stay grounded in fundamentals while navigating unpredictable news cycles. Michael and Dominick are joined by Dr. Bobby Hoffman, author of The Paradox of Passion: How Rewards Covertly Control Motivation, to explore the psychology behind motivation, passion, and decision-making—and how those forces...
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Staying Confident in a Headline-Driven Market with Howard Yaruss
The Lebenthal Report
Markets were in decent shape early in 2026 — until headline risk came roaring back. In this episode of The Lebenthal Report, Michael Hartzman and Dominick Tavella break down the sudden selloff tied to escalating geopolitical uncertainty, including the latest Greenland/NATO tensions and renewed tariff concerns. The big question for investors: is this a real economic deterioration — or market panic driven by unpredictable headlines? Then we’re joined by returning guest Howard Yaruss, economist, NYU professor, and author of Understandable Economics, to discuss what’s really happening...
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Motivation and Money: The Paradox of Passion in Investing
The Lebenthal Report
Markets opened the year on a strong note, but headline risk and global uncertainty are rising. In this episode of The Lebenthal Report, we discuss how investors can stay focused on fundamentals while navigating unpredictable news cycles. We’re joined by Dr. Bobby Hoffman, author of The Paradox of Passion: How Rewards Covertly Control Motivation, to explore the psychology behind motivation, passion, and decision-making—and how those same forces influence investor behavior. Topics include: • Why markets can accept bad news—but not the unknown • Headline risk vs. economic fundamentals...
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Encore: 2025 Market Wrap + 2026 Outlook
The Lebenthal Report
Markets closed out 2025 with strong gains — surprising many investors who expected recession risk, tariff-driven disruption, and renewed volatility. In this encore episode of The Lebenthal Report, Michael Hartzman and Dominick Tavella break down what powered the market’s resilience, why AI and data center expansion could shape the 2026 narrative, what to watch from interest rates amid a shifting Federal Reserve leadership, and how a potential wave of tax refunds may provide meaningful stimulus early next year. Lebenthal Global Advisors, LLC is a registered investment advisor....
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2025 Market Wrap + 2026 Outlook
The Lebenthal Report
Markets closed 2025 with strong gains, surprising many who expected recession risk and tariff-driven disruption. In this episode of The Lebenthal Report, Michael Hartzman and Dominick Tavella break down what drove the year’s resilience, why AI and data centers could dominate the 2026 narrative, what to expect from interest rates and the Fed transition, and how a potential wave of tax refunds could provide meaningful stimulus early next year. Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The...
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Encore: In Defense of Millennials
The Lebenthal Report
In this encore episode The Lebenthal Report, Author and Bloomberg News reporter Charlie Wells joined us to discuss his book What Happened to Millennials: In Defense of a Generation. Drawing from hundreds of hours of interviews with five Millennials from wildly different backgrounds — alongside hard data and economic context — Wells explains what really happened to this cohort’s finances, careers, and lives. We dug into why Millennials were labeled “lazy” and “entitled” when the macro backdrop was anything but, how repeated shocks shaped their risk tolerance, spending, and...
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Encore: Small Business Mood Check for 2026
The Lebenthal Report
In this encore episode, markets head into Thanksgiving with a bit more chop—even after a strong year—especially in last year’s standout winners like tech, AI-linked names, and Bitcoin plays. Michael Hartzman and Dominic Tavella unpack what’s driving the pullback, why healthcare has quietly led November, and how a healthy valuation reset can help set the stage for the next leg higher. Then we’re joined by returning guest Jeff Oak, a Vistage Chair, for a real-time read on small and mid-size business sentiment heading into 2026. Jeff explains why CEO confidence has rebounded from the...
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In Defense of Millennials
The Lebenthal Report
This week on The Lebenthal Report, Author and Bloomberg News reporter Charlie Wells joins us to discuss his book What Happened to Millennials: In Defense of a Generation. Drawing from hundreds of hours of interviews with five Millennials from wildly different backgrounds — alongside hard data and economic context — Wells explains what really happened to this cohort’s finances, careers, and lives. We dig into why Millennials were labeled “lazy” and “entitled” when the macro backdrop was anything but, how repeated shocks shaped their risk tolerance, spending,...
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Encore: The Real AI Economy & What Comes Next
The Lebenthal Report
In this encore episode of The Lebenthal Report, Michael Hartzman and guest co-host Tracy Byrnes sit down with John Eade, President and Chairman of the Investment Policy Committee at Argus Research, for a deep-dive into today’s market landscape. They tackle everything from the so-called “AI bubble” claims to the surge in utilities, data center infrastructure spending, and what investors may be overlooking as Big Tech shifts from hype to real-world implementation. The conversation also explores stablecoins, cryptocurrency regulation, interest rate expectations heading into...
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