The Lebenthal Report
The Lebenthal Report is a weekly business show that keeps investors informed about the current market conditions, opportunities and risks in the financial markets as seen by three experienced Wall Street veterans. Along with prominent guests, Dominick Tavella and Michael Hartzman will guide you through the complex world of investing. They break down today’s headlines and stories into common sense, providing you the kind of sound fiduciary advice their clients have received for years. The Lebenthal Report provides a clear guide to creating and maintaining a low stress plan for financial success and security. The Lebenthal Report will assist you to create the right financial plan that is right for you and keep you on that path with clear and common sense. Tune in every Tuesday at 2 PM Pacific Time on the VoiceAmerica Business Channel.
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The Lebenthal Report - November 18th, 2025
11/18/2025
The Lebenthal Report - November 18th, 2025
Business and Economic News 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 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, https://brokercheck.finra.org/
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Encore Episode: The Global Comeback in International Equities
11/11/2025
Encore Episode: The Global Comeback in International Equities
After years of underperformance, international equities are surging — with the MSCI EAFE up 27% and Emerging Markets soaring 33.5% this year. In this encore episode of The Lebenthal Report, hosts Michael Hartzman and Dominick Tavella revisit their conversation with Anjali Balani, Managing Director at JPMorgan Asset Management, to unpack the forces driving this global rally: ✅ The “CVS” framework — Currency, Valuation, Sentiment ✅ How a weakening U.S. dollar is boosting global returns ✅ Why Europe, Japan, and Korea are emerging as equity bright spots ✅ Strategies for rebalancing portfolios and capturing international growth 🎧 Tune in to catch up on insights that could shape the next wave of market opportunity! 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 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 [http://www.adviserinfo.sec.gov._]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,
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The Global Comeback
11/04/2025
The Global Comeback
After years of lagging behind, international equities are making a powerful return — with the MSCI EAFE up 27% and Emerging Markets up 33.5% this year. In this episode of The Lebenthal Report, hosts Michael Hartzman and Dominick Tavella sit down with Anjali Balani, Managing Director at JPMorgan Asset Management, to break down the drivers behind the surge: ✅ The “CVS” framework — Currency, Valuation, Sentiment ✅ The weakening U.S. dollar’s impact on global returns ✅ Why Europe, Japan, and Korea are becoming equity bright spots ✅ How investors can strategically rebalance for global diversification 🎧 Listen now to explore where the next wave of market growth may come from. 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 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, https://brokercheck.finra.org/
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Encore: Understanding Long-Term Care Insurance
10/28/2025
Encore: Understanding Long-Term Care Insurance
October is Long-Term Care (LTC) Planning Month, and there’s no better time to talk about planning for the future. In this encore episode of The Lebenthal Report, hosts Michael Hartzman and Tracy Burns sit down with Rick Stewart, Regional Director at Crump Insurance, to unpack everything you need to know about long-term care insurance — what it covers, when to consider it, and how it fits into your broader financial plan. They explore the rising costs of care, the difference between long-term care, disability, and health insurance, and new hybrid products that combine life insurance and LTC benefits. Whether you’re approaching retirement or helping a loved one plan ahead, this conversation offers clarity and actionable insights for protecting your health, your wealth, and your family’s peace of mind. 💬 October is the perfect time to start the conversation. If you have questions about long-term care planning or how it fits into your financial strategy, reach out to our team at The Lebenthal Report — we’re here to help. 🎧 Listen now and take the first step toward peace of mind. #LongTermCareAwarenessMonth #FinancialPlanning #RetirementPlanning #WealthManagement #LTCInsurance #Investing #Podcast #TheLebenthalReport 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 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, https://brokercheck.finra.org/
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Encore: The Human Side of AI
10/21/2025
Encore: The Human Side of AI
In case you missed it, check out this encore episode of The Lebenthal Report, where Michael Hartzman and Dominick Tavella sit down with David Eliot, PhD candidate and author of Artificially Intelligent: The Very Human Story of AI. Together they explore how artificial intelligence is reshaping our economy, the future of work, and everyday life — often in ways we don’t even realize. They discuss the AI arms race among tech giants, the energy crisis fueling innovation, and how investors and consumers alike can prepare for a rapidly changing world. 🎧 Tune in for a grounded, human-centered look at the technology transforming everything. 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 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, https://brokercheck.finra.org/
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Understanding Long-Term Care Insurance
10/14/2025
Understanding Long-Term Care Insurance
October is Long-Term Care (LTC) Planning Month, and there’s no better time to talk about planning for the future. In this episode of The Lebenthal Report, hosts Michael Hartzman and Tracy Burns sit down with Rick Stewart, Regional Director at Crump Insurance, to unpack everything you need to know about long-term care insurance — what it covers, when to consider it, and how it fits into your broader financial plan. They explore the rising costs of care, the difference between long-term care, disability, and health insurance, and new hybrid products that combine life insurance and LTC benefits. Whether you’re approaching retirement or helping a loved one plan ahead, this conversation offers clarity and actionable insights for protecting your health, your wealth, and your family’s peace of mind. 💬 October is the perfect time to start the conversation. If you have questions about long-term care planning or how it fits into your financial strategy, reach out to our team at The Lebenthal Report — we’re here to help. 🎧 Listen now and take the first step toward peace of mind. #LongTermCareAwarenessMonth #FinancialPlanning #RetirementPlanning #WealthManagement #LTCInsurance #Investing #Podcast #TheLebenthalReport 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 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, https://brokercheck.finra.org/
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The Human Side of Artificial Intelligence
10/07/2025
The Human Side of Artificial Intelligence
In this episode of The Lebenthal Report, Michael Hartzman and Dominick Tavella sit down with David Eliot, PhD candidate and author of Artificially Intelligent: The Very Human Story of AI. Together they explore how artificial intelligence is reshaping our economy, the future of work, and everyday life — often in ways we don’t even realize. They discuss the AI arms race among tech giants, the energy crisis fueling innovation, and how investors and consumers alike can prepare for a rapidly changing world. 🎧 Tune in for a grounded, human-centered look at the technology transforming everything. #ArtificialIntelligence #FutureOfWork #Economy #AITrends #Investing #Podcast #LebenthalReport 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 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, https://brokercheck.finra.org/
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Encore: Keeping it Real- Fed, Jobs and Markets
09/30/2025
Encore: Keeping it Real- Fed, Jobs and Markets
On this Enncore episode 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 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 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 . Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA’s BrokerCheck website, .
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Encore: Making Economics Understandable with Howard Yaruss
09/23/2025
Encore: Making Economics Understandable with Howard Yaruss
In this encore 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 clear, straightforward insights into how economic policy shapes our daily lives. A must-listen for anyone looking to make sense of the markets—and the forces driving them.
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Encore: Q2 2025 Market Recap & Small Business Outlook with Jeff Oak
09/17/2025
Encore: Q2 2025 Market Recap & Small Business Outlook with Jeff Oak
Markets are shifting, and small businesses are adapting. In this encore episode of The Lebenthal Report, Dominick and guest host Tracy Byrnes review last week’s market performance and sit down with Vistage Chair Jeff Oak to uncover how small business CEOs are navigating 2025. In this episode: Market recap: Russell 2000 rally & potential September rate cut The squeeze on small business margins from tariffs & rising costs Productivity gains through AI, automation & smarter processes CEO burnout and stress on the rise Opportunities for growth in uncertain times 👉 Watch the full episode now: 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 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 ._ Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA’s BrokerCheck website,
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Keeping it Real- Fed, Jobs and Markets
09/09/2025
Keeping it Real- Fed, Jobs and Markets
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 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 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 . Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA’s BrokerCheck website, .
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Encore: Record Highs, Hidden Risks
09/02/2025
Encore: Record Highs, Hidden Risks
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%, coffee up 14% The critical shift from speculation to quality investments Macey cautions against market complacency, highlighting the importance of diversification strategies that are finally delivering results. This encore discussion also unpacks market FOMO, the wealth effect on spending, and how to strategically position in today’s frothy markets. Don’t miss this essential replay for navigating uncertainty with confidence. 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 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 . Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA’s BrokerCheck website, .
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Making Economics Understandable with Howard Yaruss
08/26/2025
Making Economics Understandable with Howard Yaruss
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 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 ._ Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA’s BrokerCheck website,
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Q2 2025 Market Recap & Small Business Outlook with Jeff Oak
08/19/2025
Q2 2025 Market Recap & Small Business Outlook with Jeff Oak
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 growth in uncertain times 👉 Watch the full episode now: 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 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 ._ Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA’s BrokerCheck website,
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Record Highs, Hidden Risks
08/12/2025
Record Highs, Hidden Risks
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 cautions against dangerous market complacency while emphasizing the critical shift toward quality investments over speculation. After years of underperformance, diversification strategies are finally delivering results. This essential discussion covers navigating market FOMO, understanding how the wealth effect influences spending patterns, and strategic positioning in today's frothy markets. Don't miss these insights for uncertain times ahead. 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 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 ._ Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA’s BrokerCheck website,
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Markets in Motion
08/05/2025
Markets in Motion
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 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 ._ Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA’s BrokerCheck website,
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Encore: Stock Market Outlook and Women Empowerment with Tracy Byrnes
07/29/2025
Encore: Stock Market Outlook and Women Empowerment with Tracy Byrnes
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 decades of experience in wealth management and financial journalism to provide practical tips for both new and seasoned investors. Whether you’re seeking a market update or guidance on empowering women in finance, this episode offers valuable takeaways for navigating money, markets, and investing with confidence. Listen now to gain insights you won’t hear anywhere else. 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 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 ._ Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA’s BrokerCheck website,
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Stock Market Outlook and Women Empowerment with Tracy Byrnes
07/22/2025
Stock Market Outlook and Women Empowerment with Tracy Byrnes
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 financial journalism to provide practical tips for both new and seasoned investors. Whether you’re seeking a market update or guidance on empowering women in finance, this episode offers valuable takeaways for navigating money, markets, and investing with confidence. Listen now to gain insights you won’t hear anywhere else. 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 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 ._ Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA’s BrokerCheck website,
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Big, Beautiful Market Update
07/15/2025
Big, Beautiful Market Update
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 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 ._ Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA’s BrokerCheck website,
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Encore: Market Update: July 1, 2025
07/08/2025
Encore: Market Update: July 1, 2025
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 technological developments supporting resilience through the second half of the year. 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 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 ._ Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA’s BrokerCheck website,
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Market Update: July 1, 2025
07/01/2025
Market Update: July 1, 2025
On this 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 technological developments supporting resilience through the second half of the year. 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 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 ._ Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA’s BrokerCheck website,
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Encore: Market Update from June 3rd, 2025
06/24/2025
Encore: Market Update from June 3rd, 2025
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. 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 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,
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Encore: Tariffs, Turbulence and Turnarounds
06/18/2025
Encore: Tariffs, Turbulence and Turnarounds
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 expectations around interest rates and recession risk. Meera offers insight into investment strategies, sector performance, and international markets, while also breaking down the implications of the new “Big Beautiful Bill” tax legislation. The discussion rounds out with a look at how AI is impacting utilities, why pharma might be ripe for M&A, and what the future holds for equity valuations and economic resilience. 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 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, https://brokercheck.finra.org/
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Tariffs, Turbulence and Turnarounds
06/10/2025
Tariffs, Turbulence and Turnarounds
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 interest rates and recession risk. Meera offers insight into investment strategies, sector performance, and international markets, while also breaking down the implications of the new “Big Beautiful Bill” tax legislation. The discussion rounds out with a look at how AI is impacting utilities, why pharma might be ripe for M&A, and what the future holds for equity valuations and economic resilience. 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 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, https://brokercheck.finra.org/
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Market Update: June 3, 2025
06/03/2025
Market Update: June 3, 2025
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. 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 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,
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Encore: Living History with Author Helen Sheehy
05/27/2025
Encore: Living History with Author Helen Sheehy
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 means for young job seekers. Listen now to hear how personal history, economic insight, and literary storytelling collide in this rich, multi-layered episode
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Encore: Confident Crisis
05/20/2025
Encore: Confident Crisis
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 explore: The disconnect between soft data (sentiment) and hard economic indicators What’s driving the downturn in confidence Why CEOs are cautious about growth and hiring Recession probability estimates of 30–60% Tune in for timely insights into how small businesses are navigating market volatility and preparing for the challenges ahead in 2025. 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 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,
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Encore: Market Mayhem, Self Inflicted Edition
05/13/2025
Encore: Market Mayhem, Self Inflicted Edition
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 difficulty of trade renegotiations to how small-cap companies are managing through market disruptions. They also tackle the role of political division in shaping consumer sentiment and the importance of taking emotion out of investment decisions. This conversation is rich with tactical, technical, and timely analysis that remains just as relevant today. 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 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,
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Living History with Author Helen Sheehy
05/06/2025
Living History with Author Helen Sheehy
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 means for young job seekers. Listen now to hear how personal history, economic insight, and literary storytelling collide in this rich, multi-layered episode 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 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, https://brokercheck.finra.org/
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Confidence Crisis
04/29/2025
Confidence Crisis
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 (sentiment) and hard economic indicators What’s driving the downturn in confidence Why CEOs are cautious about growth and hiring Recession probability estimates of 30–60% Tune in for timely insights into how small businesses are navigating market volatility and preparing for the challenges ahead in 2025. 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 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,
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