Shows
The Lebenthal ReportEncore Episode: The Global Comeback in International EquitiesAfter 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...
2025-11-1155 min
The Lebenthal ReportThe Global ComebackAfter 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 c...
2025-11-0455 minThe Lebenthal ReportEncore: The Human Side of AIIn 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...
2025-10-2155 min
The Lebenthal ReportThe Human Side of Artificial IntelligenceIn 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.
2025-10-0755 minThe Lebenthal ReportEncore: 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. Lebenth...
2025-09-3053 minThe Lebenthal ReportEncore: Making Economics Understandable with Howard YarussIn 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.
2025-09-2354 minThe Lebenthal ReportEncore: Q2 2025 Market Recap & Small Business Outlook with Jeff OakMarkets 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...
2025-09-1752 min
The Lebenthal ReportKeeping 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 F...
2025-09-0953 minThe Lebenthal ReportEncore: Record Highs, Hidden RisksWe'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...
2025-09-0256 min
The Lebenthal ReportMaking Economics Understandable with Howard YarussIn 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...
2025-08-2654 min
The Lebenthal ReportQ2 2025 Market Recap & Small Business Outlook with Jeff OakMarkets 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 fu...
2025-08-1952 min
The Lebenthal ReportRecord Highs, Hidden RisksThe 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, di...
2025-08-1256 min
The Lebenthal ReportEncore: Stock Market Outlook and Women Empowerment with Tracy ByrnesIn 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...
2025-07-2957 min
The Lebenthal ReportStock Market Outlook and Women Empowerment with Tracy ByrnesThis 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...
2025-07-2257 min
The Lebenthal ReportBig, Beautiful Market UpdateIn 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...
2025-07-1556 minThe Lebenthal ReportEncore: Market Update: July 1, 2025In 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 reg...
2025-07-0855 min
The Lebenthal ReportMarket Update: July 1, 2025On 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...
2025-07-0155 min
The Lebenthal ReportEncore: Tariffs, Turbulence and TurnaroundsIn 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, s...
2025-06-1857 min
The Lebenthal ReportTariffs, Turbulence and TurnaroundsIn 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...
2025-06-1057 min
The Lebenthal ReportEncore: Confident CrisisIn 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...
2025-05-2054 min
The Lebenthal ReportEncore: Market Mayhem, Self Inflicted EditionIn 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 an...
2025-05-1357 min
The Lebenthal ReportConfidence CrisisIn 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 R...
2025-04-2954 min
The Lebenthal ReportMarket Mayhem: Self Inflicted EditionOn 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 are absorbing the shocks. From consumer sentiment divided by...
2025-04-1557 min
The Lebenthal ReportInsurance Insights with Gary Slavin 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 advice. The views expressed in this podcast are subject t...
2025-04-0852 min
The Lebenthal ReportMaking Cents of 529 PlansIn 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 registered investment adviser. Lebenthal Financial Services, Inc is a FINRA registered Bro...
2025-03-1854 min
The Lebenthal ReportEncore: AI (Artificial Intelligence): Fact or FictionIn case you missed it- be sure to check out this encore episode of The Lebenthal Report, where Michael and Dominick welcome 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 va...
2025-02-1153 min
The Lebenthal ReportAI (Artificial Intelligence): Fact or Fiction This 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 wi...
2025-01-2853 min
The Lebenthal ReportBreak Down The Job Market with Scott PasseserOn this episode of The Lebenthal Report, Michael and Dominick welcome back guest Scott Passeser. Scott is an accomplished executive recruiter with extensive experience hosting Job Line on News 12 and Radio Job Line. Together, they discuss the state of the job market and economy, including the impact of job numbers, market performance, and mass deportations. They dive into the importance of networking, the need for more women in financial services, and how hybrid work is reshaping the workplace. Tune in for expert insights, candid conversations, and maybe even a few unexpected laughs along the way! L...
2025-01-1454 min
The Lebenthal Report2025 Estate Planning PlaybookOn our first episode of 2025, Michael and Dominick welcome back client favorite, Harold A. Bollaci, esteemed attorney specializing in estate planning, elder law, and asset protection strategies. The episode dives into critical financial and legal topics, including updates to state tax laws, market performance in 2024, and the potential impact of a new administration's policies. The discussion emphasized the importance of regularly reviewing and updating estate planning documents, such as wills, trusts, healthcare proxies, and beneficiary designations, to reflect current wishes and circumstances. Strategies for mitigating estate taxes were explored, including annual gifting and the use of trusts, with a f...
2025-01-0756 min
The Lebenthal Report2024 in Review and Looking Ahead to 2025The final podcast episode of the year reflected on 2024's market resilience and set the stage for 2025. Michael and Dominick discussed strong performances in sectors like technology and communication services, the impact of AI on energy demand, and potential investment opportunities in natural gas and infrastructure. They emphasized actionable steps, including rebalancing 401(k)/403(b) accounts, monitoring geopolitical risks, and exploring opportunities in healthcare and small to medium-sized US companies. Looking ahead, they stressed the importance of adapting portfolios to evolving economic trends and Federal Reserve policies. Thank you for tuning in to The Lebenthal Report throughout the...
2024-12-3157 minThe Lebenthal ReportA Recession to The Election with Phil BlancatoIn this riveting episode of The Lebenthal Report, hosts Michael and Dominick engage in a dynamic discussion covering pivotal topics such as the stock market, economy, and financial insights. Michael's cautionary notes against investor complacency, along with Dominick's perspective on the robust economy and the Federal Reserve's measured approach to interest rates, create a thought-provoking dialogue. The episode features an intriguing segment with guest Phil Blancato, a prominent figure in the financial industry, discussing both professional accomplishments and personal anecdotes. The exploration of recession impacts on the US economy and consumer spending provides valuable insights into potential challenges and the...
2024-02-2056 minThe Lebenthal ReportEncore Protect your Legacy with Harold BollaciIn case you missed it.. Check out this encore episode of The Lebenthal Report where Michael and Dominick welcome back a client favorite guest, Harold Bollaci, P.C. Together Michael and Dominick explore estate planning, resolutions, and financial insights with Harold in this impactful podcast episode. From navigating changes in estate tax laws to emphasizing the 'house cleaning' of wills and healthcare proxies, the trio provides essential tips. Uncover the importance of updating beneficiary designations, trust funding, and the significance of clear estate planning in blended families. The conversation extends to residency terms, maintenance responsibilities, and probate insights, highlighting the...
2024-01-3055 minThe Lebenthal ReportProtect your Legacy with Harold BollaciThis week on The Lebenthal Report Michael and Dominick welcome back a client favorite guest, Harold Bollaci, P.C. Together Michael and Dominick explore estate planning, resolutions, and financial insights with Harold in this impactful podcast episode. From navigating changes in estate tax laws to emphasizing the 'house cleaning' of wills and healthcare proxies, the trio provides essential tips. Uncover the importance of updating beneficiary designations, trust funding, and the significance of clear estate planning in blended families. The conversation extends to residency terms, maintenance responsibilities, and probate insights, highlighting the need for proactive document review and professional guidance. Protect...
2024-01-0255 minThe Lebenthal ReportA Jolly Outlook with Jake JollyIn this episode of The Lebenthal Report, your hosts, Michael Hartzman & Dominick Tavella, are joined by returning guest Jake Jolly, CFA, Head of Investment Analysis at BNY Mellon. Together, they engage in a comprehensive discussion on bear market exits and intricacies of recessions and offer their informed outlook on the current state of the financial markets. This episode will help you gain valuable insights to navigate these challenging economic landscapes. Do not miss this informative and engaging conversation with seasoned experts in the field. Now available on VoiceAmerica.com, Youtube, Spotify & Apple Podcasts.
2023-09-1957 minThe Lebenthal ReportEncore: Next Generation Investing InsightsJoin us for an encore presentation of The Lebenthal Report, where we dive deep into the dynamic world of investing at a young age and the unique experience of living on Long Island. In this captivating episode, your hosts, Michael and Dominick, sit down with two accomplished young professionals, Jordan LeWinter & Scott Hartzman, to explore how the next generation is approaching investments. Tune in as we unravel their investment strategies, success stories, and the invaluable lessons they've learned along the way. But that's not all! We also explored the challenges and triumphs of buying a home on Long Island. The...
2023-09-1255 minThe Lebenthal ReportNext Generation Investing InsightsJoin us in our latest episode of The Lebenthal Report where we dive deep into the dynamic world of investing at a young age and the unique experience of living on Long Island. Michael and Dominick welcome young professionals Jordan LeWinter & Scott Hartzman. If you are curious about how the next generation is approaching investments, we're unraveling the strategies, success stories and lessons learned. But that's not all! We're also exploring the challenges and triumphs of buying a home on Long Island. The real estate market, the coveted neighborhoods, the journey from renting to owning – it's all on the table. Mi...
2023-08-2955 minThe Lebenthal ReportMay Market Update with Michael & DominickIn this episode of The Lebenthal Report, Michael and Dominick give us a current market update. We dive deep into the current financial landscape to provide you with crucial insights on navigating through uncertain times. Join us as we analyze recent market trends, discuss the impact of global events on various sectors, and explore potential investment strategies.
2023-05-0956 minThe Lebenthal ReportEncore Secure act 2.0- how the new retirement rules may affect youThis week on the Lebenthal Report Michael and Dominick welcome back Roberta Eckert. Roberta Eckert is a Vice President of the Nationwide Retirement Institute where she is passionate about preparing clients, plan sponsors and plan participants as they navigate the changing world of retirement planning. Her areas of focus are Retirement Income planning and distribution, Long-term Care and Affluent Investor acquisition. She speaks to thousands of financial advisors, their clients and retirement plan participants on an annual basis on these topics. Michael and Dominick discuss with Roberta the new provisions within the Secure Act 2.0. They break down how the new...
2023-01-3157 minThe Lebenthal ReportSecure act 2.0- how the new retirement rules may affect youThis week on the Lebenthal Report Michael and Dominick welcome back Roberta Eckert. Roberta Eckert is a Vice President of the Nationwide Retirement Institute where she is passionate about preparing clients, plan sponsors and plan participants as they navigate the changing world of retirement planning. Her areas of focus are Retirement Income planning and distribution, Long-term Care and Affluent Investor acquisition. She speaks to thousands of financial advisors, their clients and retirement plan participants on an annual basis on these topics. Michael and Dominick discuss with Roberta the new provisions within the Secure Act 2.0. They break down how the new...
2023-01-2457 minThe Lebenthal ReportMarket Update with Dominick Tavella & Michael HartzmanIn this episode of The Lebenthal Report, Michael and Dominick give us a current market update. We dive deep into the current financial landscape to provide you with crucial insights on navigating through uncertain times. Join us as we analyze recent market trends, discuss the impact of global events on various sectors, and explore potential investment strategies.
2022-11-0155 minThe Lebenthal ReportMarket Update with Michael Hartzman & Dominick TavellaOn this week of The Lebenthal Report, Dominick Tavella & Michael Hartzman share an update on the markets
2022-09-2755 minThe Lebenthal ReportMarket Update with Dominick Tavella & Michael HartzmanOn this week of The Lebenthal Report, Dominick Tavella & Michael Hartzman share an update on the markets
2022-08-2356 minThe Lebenthal ReportMarket Update with Dominick Tavella & Michael HartzmanOn this week of The Lebenthal Report, Dominick Tavella & Michael Hartzman share an update on the markets.
2022-08-0255 minThe Lebenthal ReportMarket Update with Jake JollyOn this week of The Lebenthal Report, Dominick Tavella and Michael Hartzman sit down with Jake Jolly of BNY Mellon. Jake is a Senior Investment Strategist at BNY Mellon Investment Management. Jake's focus areas include factor investing, macroeconomics, and quantitative research. He has extensive experience delivering market/portfolio updates to institutions, RIAs, and consultants. Jake earned an MBA in Finance and Accounting from Carnegie Mellon University.
2022-06-0756 minThe Lebenthal ReportWhat's Moving Small CapsOn this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with returning guest Mary Lisanti, the President and Portfolio Manager of Lisanti Capital Growth.
2022-05-0354 minThe Lebenthal ReportPotential Bite of State Estate TaxesOm this episode of The Lebenthal Report, Dominick Tavella & Michael Hartzman are joined by Harold Bollaci of Bollaci Law Office. They discuss what you could expect when paying state estate taxes.
2022-04-1954 minThe Lebenthal ReportMarket Update with Dominick Tavella & Michael HartzmanOn this week of The Lebenthal Report, Dominick Tavella & Michael Hartzman share an update on the markets.
2022-04-1237 minThe Lebenthal ReportMortgages 101 with David Lykken | The Lebenthal ReportOn this episode of The Lebenthal Report, Dominick Tavella & Michael Hartzman sit down with David Lykken and discuss the state of mortgages.
2022-03-2950 minThe Lebenthal ReportDeep Dive into Banks | The Lebenthal Report 55On this week of The Lebenthal Report, Dominick Tavella and Michael Hartzman sit down with Eric Wagoner of Lebenthal Financial Services.
2022-03-2256 minThe Lebenthal ReportMarket Perspective with Lauren Goodwin of NY LifeOn this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Lauren Goodwin, CFA, an economist, and strategist for New York Life Investments' Multi-Asset Solutions team.
2022-03-1556 minThe Lebenthal ReportMarket Update with Michael & DominickOn this week of The Lebenthal Report, Michael Hartzman & Dominick Tavella discuss what is going on in the market.
2022-03-0856 minThe Lebenthal ReportPractical Perspective to VolatilityOn this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Bill McManus, the Managing Director Applied Insights for Hartford Funds.
2022-02-2256 minThe Lebenthal ReportESG Investing with Laz TiantOn this episode of The Lebenthal Report, Dominick Tavella & Michael Hartzman sit down with Investment director Laz Tiant of Schroders to discuss ESG (Environmental, Social, and Governance) investing.
2022-02-0858 minThe Lebenthal ReportMichael Hartzman & Dominick Tavella on Asset AllocationIn Episode 50 of The Lebenthal Report, Michael Hartzman & Dominick Tavella discuss allocating client portfolios.
2022-02-0155 minThe Lebenthal ReportJohn Eade on Inflation & Market VolatilityOn this episode of The Lebenthal Report, Dominick Tavella & Michael Hartzman sit down with John Eade of Argus Research to discuss inflation and recent market volatility.
2022-01-1855 minThe Lebenthal ReportWhat is Cryptocurrency?On this episode, Dominick Tavella & Michael Hartzman speak with special guest, Kevan McConlogue of Overline-BSI.
2022-01-1155 minThe Lebenthal ReportA look ahead to 2022On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with special guest Meera Pandit, Global Market Strategist at J.P. Morgan Asset Management.
2022-01-0455 minThe Lebenthal ReportEncore A Conversation With Inspirational Speaker Dr. Kevin ElkoOn this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Dr. Kevin Elko a nationally renowned sports psychologist, performance and career-enhancement consultant, author, and professional motivational speaker.
2021-12-2855 minThe Lebenthal ReportA Conversation With Inspirational Speaker Dr. Kevin ElkoOn this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Dr. Kevin Elko a nationally renowned sports psychologist, performance and career-enhancement consultant, author, and professional motivational speaker.
2021-12-2155 minThe Lebenthal ReportThe Lebenthal Report with special guest co-host Philip BlancatoOn this episode of The Lebenthal Report, Dominick Tavella and special guest co-host Philip Blancato, the President and Chief Executive Officer of Ladenburg Thalmann Asset Management, discuss the markets, industries and global economy.
2021-12-1456 minThe Lebenthal ReportA Review Of Upcoming Changes In Retirement PlanningOn this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Jeff Atwell, CPFA, Senior Plan Consultant at Touchstone Retirement Group.
2021-12-0755 minThe Lebenthal ReportEncore: A Discussion On The Post-Pandemic EconomyOn this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with James Kelleher, CFA, Director of Research & Senior Analyst Technology at Argus Research Company.
2021-11-2356 minThe Lebenthal ReportEncore: What is ESG investing?On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Duane Roberts, CFA, Director of Equities and Portfolio Manager at Dana Investment Advisors.
2021-11-1656 minThe Lebenthal ReportWhat is ESG investing?On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Duane Roberts, CFA, Director of Equities and Portfolio Manager at Dana Investment Advisors.
2021-11-0956 minThe Lebenthal ReportA Discussion On The Post-Pandemic EconomyOn this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with James Kelleher, CFA, Director of Research & Senior Analyst Technology at Argus Research Company.
2021-11-0256 minThe Lebenthal ReportPortfolio ManagementOn this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with returning guest John Eade, the President of Argus Research Corporation.
2021-10-2655 minThe Lebenthal ReportIs Stagflation Here?On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with returning guest Mary Lisanti, the President and Portfolio Manager of Lisanti Capital Growth.
2021-10-1955 minThe Lebenthal ReportThird Quarter 2021 Market ReviewOn this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman review the markets over the third quarter of 2021.
2021-10-0556 minThe Lebenthal ReportMunicipal Bond Market Under The MicroscopeOn this episode of The Lebenthal Report, Mark Paris, Chief Investment Officer and Head of Municipals for Invesco joins the show to speak with Dominick Tavella and Michael Hartzman.
2021-09-2855 minThe Lebenthal ReportCurrent Market ConditionsOn this episode of The Lebenthal Report, Mikhail (Mike) Alkhazov, CFA, Equity Analyst of Dana Investment Advisors joins the show to speak with Dominick Tavella and Michael Hartzman on current market conditions.
2021-09-2154 minThe Lebenthal ReportWomen in Financial Services: Insights from Jaime DesmondOn this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Jaime Desmond, Chief Operating Officer of Ladenburg Thalmann Asset Management.
2021-09-1455 minThe Lebenthal ReportPlanning ahead for social security and seasonal market trendsOn this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Roberta Eckert, VP, Nationwide Retirement Institute. Jordan Kimmel then joins the show to speak with returning guest Jeffrey Hirsch the President of the Hirsch Organization and Editor in Chief of the Stock Trader's Almanac.
2021-08-3153 minThe Lebenthal ReportAdapting to the current market conditionsOn this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with returning guest Richard Koerner, the Senior Vice President, Sector | ETF Strategist Manager at Fidelity Investments. Jordan Kimmel then joins the show to speak with Barry Seidel, Attorney at Law - The Queens law firm of Barry Seidel & Associates.
2021-08-2456 minThe Lebenthal ReportChanges in the workplace and Liz Claman on an illustrious careerOn this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with The CEO's Right Hand, Inc.'s founder and CEO William Lieberman and Chief Talent Officer, Sarah Lieberman. The CEO's Right Hand, Inc. is a New York-based consulting services firm that provides the full breadth of strategic, financial and operational advice to founders, CEOs and Executive Teams. Jordan Kimmel then joins the show to speak with Liz Claman, the anchor of the Fox Business Network show The Claman Countdown.
2021-08-1755 minThe Lebenthal ReportHow 529 Plans Work Plus Market InsightsOn this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Kristia Adrian, Vice President, 529 Specialist for J.P. Morgan Asset Management. Jordan Kimmel then joins the show to speak with Chief Investment Strategist Sam Stovall.
2021-08-1056 minThe Lebenthal ReportInsights on Infrastructure, REITs and ETFsOn this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Joe Lavin, Senior Vice President at CBRE Global Investors. Jordan Kimmel then joins the show to speak with returning guest Michael Carty who is the founding principal and chief investment officer of New Millennium Advisors, a New York City-based equity and balanced investment management firm.
2021-07-1355 minThe Lebenthal ReportMid-Year Market ReviewOn this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman review the markets over the first half of 2021. Jordan Kimmel then joins the show to speak with Jonathan Golub, Chief U.S. Equity Strategist at Credit Suisse.
2021-07-0655 minThe Lebenthal ReportDiscussions on women in finance and commercial real estateOn this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Tracy Byrnes, a Financial Advisor at UBS Financial Services. Jordan Kimmel then joins the show to speak with Jeff Sica, President and Chief Investment Officer of Sica Wealth Management, and the Founder, CEO, and Chief Investment Officer of Circle Squared Alternative Investments.
2021-06-2955 minThe Lebenthal ReportBusiness in a post-pandemic worldOn this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Ron Koenigsberg, President of American Investment Properties. Jordan Kimmel then joins the show to speak with returning guest Edward Matluck, President of Hedgemetrics, Inc.
2021-06-2255 minThe Lebenthal ReportPerspective on the Financial Markets and the EconomyPerspective on the Financial Markets and the Economy with Dr. Quincy Krosby, Chief Market Strategist for Prudential | The Lebenthal Report Episode #22 On this episode of The Lebenthal Report, Dr. Quincy Krosby, Chief Market Strategist at Prudential joins the show to speak with Dominick Tavella and Michael Hartzman.
2021-06-0856 minThe Lebenthal ReportRebalancing your portfolio: What that meansOn this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Mary Lisanti, the President and Portfolio Manager of Lisanti Capital Growth. Jordan Kimmel then joins the show to speak with Edward Matluck, President of Hedgemetrics, Inc.
2021-06-0155 minThe Lebenthal ReportWhere value is seen now in municipals and using factors to rankOn this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with returning guest Gregory Serbe the senior portfolio manager for the DCM Advisors U.S. Municipal Bond strategy. Jordan Kimmel then joins the show to speak with Paul Henneman, President of ValuEngine.
2021-05-2554 minThe Lebenthal ReportTax law changes explained and value/growth factor analysisOn this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Bennet Grutman, Partner at Davis & Grutman, LLP. Jordan Kimmel then joins the show to speak with Edward Matluck, President of Hedgemetrics, Inc.
2021-05-1856 minThe Lebenthal ReportDiscussion of the global picture and inside ETFsOn this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Leila Heckman, Ph.D., Senior Managing Director DCM Advisors. Jordan Kimmel then joins the show to speak with Senior Quantitative Strategist for ValuEngine Herb Blank.
2021-05-1156 minThe Lebenthal ReportWhat is driving the markets – the big pictureWhat is driving the markets – the big picture with Jeremy Schwartz and Jeffrey Hirsch | The Lebenthal Report Episode #17 On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with WisdomTree's Global Head of Research Jeremy Schwartz. Jordan Kimmel then joins the show to speak with returning guest Jeffrey Hirsch the President of the Hirsch Organization and Editor in Chief of the Stock Trader's Almanac.
2021-05-0456 minThe Lebenthal ReportEmerging opportunities and sustainable investingOn this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Bill McManus, the Managing Director Applied Insights for Hartford Funds. Jordan Kimmel then joins the show to speak with Morningstar's head of sustainability research Jon Hale, Ph.D., CFA.
2021-04-2756 minThe Lebenthal ReportEstate Planning and Investing in DividendsOn this episode of The Lebenthal Report, returning guest Harold A. Bollaci, P.C., a specialist in estate planning, estate administration and estate litigation, speaks with Dominick Tavella and Michael Hartzman. Jordan Kimmel then joins the show to speak with John Dobosz, the deputy editor of investing content for Forbes Media.
2021-04-2056 minThe Lebenthal ReportOn the Markets with Professor Jeremy Siegel (Part 2 of 2)On this episode of The Lebenthal Report, Dominick Tavella, Michael Hartzman and Jordan Kimmel speak with professor, investment professional and author, Jeremy Siegel.
2021-04-1355 minThe Lebenthal ReportSubtle Trends in the MarketOn this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Philip Blancato, the President and Chief Executive Officer of Ladenburg Thalmann Asset Management. Jordan Kimmel then joins the show to speak with MarketWatch columnist Howard Gold.
2021-04-0655 minThe Lebenthal ReportA Look at the Real Economy and Small Business Loan DemandOn this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Richard Koerner, the Senior Vice President, Sector | ETF Strategist Manager at Fidelity Investments. Jordan Kimmel then joins the show to speak with Barry Sloane, the President, Chairman and CEO of Newtek Business Services Corp.
2021-03-3056 minThe Lebenthal ReportDeep dive into Fundamentals and Economic FactorsOn this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with John Eade, the President of Argus Research Corporation. Jordan Kimmel then joins the show to speak with Michael Carty who is the founding principal and chief investment officer of New Millennium Advisors, a New York City-based equity and balanced investment management firm.
2021-03-2355 minThe Lebenthal ReportA Long and Short-Term View of the EconomyOn this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Lauren Goodwin, CFA, an economist and strategist for New York Life Investments' Multi-Asset Solutions team. Jordan Kimmel then joins the show to speak with Hazel Henderson D.Sc.Hon., FRSA, Founder and CEO of Ethical Markets Media, Certified B Corporation.
2021-03-1656 minThe Lebenthal ReportOn the Markets with Professor Jeremy Siegel (Part 1 of 2)On this episode of The Lebenthal Report, Dominick Tavella, Michael Hartzman and Jordan Kimmel speak with professor, investment professional and author, Jeremy Siegel.
2021-03-0955 minThe Lebenthal ReportMarket strategies and educationOn this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with John Eade, the President of Argus Research Corporation. Jordan Kimmel then joins the show to speak with Charles Rotblut, a Vice President with the American Association of Individual Investors.
2021-02-2355 minThe Lebenthal ReportGlobal market insights and Almanac discussionOn this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with David Lebovitz, a Global Market Strategist on the J.P. Morgan Asset Management Global Market Insights Strategy Team. Jordan Kimmel then joins the show to speak with Jeffrey Hirsch the President of the Hirsch Organization and Editor in Chief of the Stock Trader's Almanac.
2021-02-1656 minThe Lebenthal ReportDeep Dive on Bonds and Managing Portfolio RiskA Deep Dive on Bonds with Gregory Serbe and Managing Portfolio Risk with Aaron Brown - On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Gregory Serbe the senior portfolio manager for the DCM Advisors U.S. Municipal Bond strategy. Jordan Kimmel then joins the show to speak with Aaron Brown the former managing director and head of financial market research at AQR Capital Management and the well-known author of Red-Blooded Risk and The Poker Face of Wall Street, and a co-author of A World of Chance.
2021-02-0954 minThe Lebenthal ReportFundamentals MatterOn this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman discuss GameStop, retail investors vs Wall Street titans. Jordan Kimmel then joins the show to speak with the legendary investor Louis Navellier.
2021-02-0255 minThe Lebenthal ReportInvesting for income and estate planning to keep itOn this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Harold A. Bollaci, P.C., a specialist in estate planning, estate administration and estate litigation. Jordan Kimmel will then join the show to speak with Peter C. Kenny the renowned global market strategist and investor.
2021-01-2656 minThe Lebenthal ReportChange in AmericaOn this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Jonathan Mackay an Investment Strategist at Schroders. Jordan Kimmel will then join the show to speak with Barry Ritholtz the Co-Founder, Chairman, and Chief Investment Officer of Ritholtz Wealth Management LLC.
2021-01-1956 minThe Lebenthal ReportA Look Ahead to 2021 | The Lebenthal Report Premier Episode #01On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Mary Lisanti, the President and Portfolio Manager of Lisanti Capital Growth. Jordan Kimmel will then join the show to speak with Chief Investment Strategist Sam Stovall.
2021-01-1257 min