Shows
The Lebenthal ReportThe Real AI Economy & What Comes Next In this week's episode of The Lebenthal Report, Michael Hartzman and guest co-host Tracy Burns sit down with John Eade, President and Chairman of the Investment Policy Committee at Argus Research, for a deep-dive into today's market landscape. They tackle everything from the so-called "AI bubble" claims to the surge in utilities, data center infrastructure spending, and what investors may be overlooking as Big Tech shifts from hype to real-world implementation. The conversation also explores stablecoins, cryptocurrency regulation, interest rate expectations heading into 2026, consumer bifurcation, and the rising importance of affordability in economic policy. Whether...
2025-11-1956 min
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: Understanding Long-Term Care InsuranceOctober 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...
2025-10-2858 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 ReportUnderstanding Long-Term Care InsuranceOctober 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 be...
2025-10-1458 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 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 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 ReportEncore: Living History with Author Helen SheehyCheck 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 hist...
2025-05-2755 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 ReportLiving History with Author Helen SheehyOn 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, econo...
2025-05-0655 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 ReportEncore: John Lee Hooker Jr.'s JourneyIn case you missed it, here's another chance to catch this unforgettable episode of The Lebenthal Report! Hosts Michael Hartzman and Dominic welcome acclaimed blues musician and author John Lee Hooker Jr. to the show. John shares insights from his compelling new book, offering a deep dive into his journey through music, life, and personal redemption. He discusses the inspirations behind his writing, the lessons he's learned along the way, and the impact of his legendary father, John Lee Hooker, on his career. Tune in for an engaging conversation filled with wisdom, resilience, and the power of...
2025-03-0452 min
The Lebenthal ReportJohn Lee Hooker Jr.'s JourneyIn this noteworthy episode of The Lebenthal Report, hosts Michael Hartzman and Dominic welcome acclaimed blues musician and author John Lee Hooker Jr. to the show. John shares insights from his compelling new book, offering a deep dive into his journey through music, life, and personal redemption. He discusses the inspirations behind his writing, the lessons he's learned along the way, and the impact of his legendary father, John Lee Hooker, on his career. Tune in for an engaging conversation filled with wisdom, resilience, and the power of storytelling. Plus, find out where you can purchase his...
2025-02-1852 minThe Lebenthal ReportEncore Election Preview with Macro MikeIn case you missed this informative episode of The Lebenthal Report, Michael and Dominick welcomed back global market strategist from New York Life, Michael Macro Mike Logalbo, to discuss the potential economic and market implications of the upcoming U.S. election. The team dove into how policy shifts could impact tariffs, tax strategies, and the national deficit under different election outcomes. With Trump and Harris holding contrasting views on trade and tax policy, they explored the risks of an election sweep, including fiscal impacts and market reactions. They also emphasized that, despite political shifts, the resilience of the economy and...
2024-10-2955 min
The Lebenthal ReportElection Preview with Macro MikeIn the latest episode of The Lebenthal Report, Michael and Dominick welcomed back global market strategist from New York Life, Michael Macro Mike Logalbo, to discuss the potential economic and market implications of the upcoming U.S. election. The team dove into how policy shifts could impact tariffs, tax strategies, and the national deficit under different election outcomes. With Trump and Harris holding contrasting views on trade and tax policy, they explored the risks of an election sweep, including fiscal impacts and market reactions. They also emphasized that, despite political shifts, the resilience of the economy and consumer spending remains...
2024-10-1555 minThe Lebenthal ReportValue in Small CapsThis week on The Lebenthal Report, Michael Hartzman welcomes Jeremy Javidi, lead portfolio manager for the Columbia Small Cap Value I and II strategies at Columbia Threadneedle Investments. They dive into the world of small-cap stocks, exploring their pivotal role in the American economy, recent market performance, and the impact of trends like AI and reshoring. From dissecting the Russell 2000 index to discussing investment opportunities in cyclical sectors and electric vehicles, this episode is packed with valuable insights. Whether you're considering diving into small-cap investments or curious about the future of sectors like metals and EVs, there's no shortage of...
2024-07-3055 minThe Lebenthal ReportEncore Financial Equity For AllIn case you missed it, check out this informative audio-only episode of The Lebenthal Report, where Michael and guest co-host David Walker discuss financial planning for people without children. They welcome Christine Erickson, founder of the New Legacy Institute (NLI), the first and only global institute focused on the real-world impact of pronatalist culture and policy. NLI is dedicated to achieving equity and inclusion for people without children in all domains and advocates for the equal and protected status of all individuals, regardless of reproductive and relationship identity, status, or experience. In this episode, Michael, David, and Christine explore how...
2024-06-1155 minThe Lebenthal ReportMacro Lens on MarketsThis week on the Lebenthal Report, Dominick and Michael welcome special guest Michael Logalbo, known as Macro Mike, a global market strategist at New York Life Investments. The trio engages in a candid exploration of market dynamics and economic trends, navigating the intricacies of the current macro landscape. They analyze minimal market losses despite negative news and pressure on bonds from interest rates, speculating on the Federal Reserve's upcoming decisions and predicting lower interest rates by year-end. Delving into the growth potential of the AI subsector within the technology industry, they assess macro market dynamics, regulatory concerns, and the impact...
2024-03-1953 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 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 ReportDemystifying Social SecurityThis week, on The Lebenthal Report, Michael and returning guest co-host David Walker welcome special guest Michael Lynch. They engage in a thought-provoking discussion with Mike on the crucial topic of social security. Mike Lynch is a Managing Director of Applied Insights for Hartford Funds. In his current capacity, he plays a pivotal role in enlightening financial professionals and their clients about the ever-evolving landscape of opportunities within the financial services sector. These opportunities encompass a spectrum of strategic areas, including retirement-income planning, investment planning, charitable planning, and the strategic readiness for long-term demographic and lifestyle shifts. This episode will...
2023-11-0755 minThe Lebenthal ReportFrom Vision to VentureOn this special episode of The Lebenthal Report, we had the pleasure of sitting down with a remarkable young entrepreneur, James Lattanzi, creator of Bullseye Sneaker Boutique. He joins Michael and our returning guest host, Scott Hartzman, to share the compelling story of his business journey. From inception to growth, you'll discover the unique insights and experiences that have paved the way for his remarkable success. If you're searching for inspiration and valuable entrepreneurial wisdom, this episode is a must-listen.
2023-10-2456 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 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 ReportEncore A Global Perspective from SchrodersOn this week's Lebenthal Report Michael Hartzman welcomes back returning guest, Jonathan Mackay. Jon is Head of Sales, US Intermediary Investment Strategists at Schroders, which involves working in partnership with Hartford Funds to represent our strategies to financial advisors and intermediaries in the Northeast region. Jon gives his perspective about global markets and the effect a US recession would have around the world.
2022-06-2855 minThe Lebenthal ReportA Global Perspective from SchrodersOn this week's Lebenthal Report Michael Hartzman welcomes back returning guest, Jonathan Mackay. Jon is Head of Sales, US Intermediary Investment Strategists at Schroders, which involves working in partnership with Hartford Funds to represent our strategies to financial advisors and intermediaries in the Northeast region. Jon gives his perspective about global markets and the effect a US recession would have around the world.
2022-06-2155 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 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 ReportMarket Volatility: Factors, Opportunities and RisksOn this episode of The Lebenthal Report, Michael Hartzman and co-host Eric Wagoner speak with Brian Fitzgerald, Institutional Portfolio Manager for Franklin Templeton Investment Solutions.
2021-10-1255 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 ReportLong-Term PlanningOn this episode of The Lebenthal Report, Michael Hartzman speaks with Lee Rubenstein, Attorney at Law. Jordan Kimmel then joins the show to speak with Senior Quantitative Strategist for ValuEngine Herb Blank.
2021-07-2755 min
The VisualWOW PodcastMichael Cerbelli: "The man who made the hot list!"Michael Cerbelli is the very definition of international events. For over 43 years, Michael has done more than change the paradigm of prestigious happenings – Michael has become the paradigm.If you have been one of the fortunate invitees to a Cerbelli creation, you know who he is. But more importantly, you have experienced first-hand Michael’s breathtaking creativity and mad technical expertise. His success is the result of more than just his mind-blowing concepts, it’s also because his events go off with a military – yet transparent – precision. Though a fixture in the New York City events scene, Michael’s...
2021-07-1921 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 ReportCorporate Governance & Economic DriversOn this episode of The Lebenthal Report, Michael Hartzman speaks with James Black II, Partner at Silverman Acampora LLP. Jordan Kimmel then joins the show to speak with Kevin Mahn, President and Chief Investment Officer of Hennion & Walsh Asset Management.
2021-06-1555 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
The VisualWOW PodcastMichael Bennett Kress, "“You have to be able to make sure the client is being treated fairly.”Michael Bennett Kress - http://mbkphoto.com/Instagram: https://www.instagram.com/mbkphotog/Photography in the Washington, DC Metro AreaMichael’s love of photography started in high school when he realized he could get out of class early to shoot sporting events for the student newspaper!After graduating from the prestigious Rochester Institute of Technology, he decided he wanted to be his own boss and soon opened a photo studio in Bethesda, Maryland. Boom! It was an immediate success and is still going strong today, more than 30 years later....
2020-12-1848 min
The VisualWOW PodcastSunflower photographers meet-up with Michael Kress & Shmulik Almany in Hebrew @ 11:10Photographers: Jack Hartzman, Monica Vidal, Michael Kress, Alison Tremblay and Shmulik Almany undertake a super bright, extremely hot August morning to show comparison of different photographic styles with the same subjects in the same lighting conditions. This Master Level photo shoot all shot with Canon Cameras and captured on video with the Sony A7III & DJI Phantom 3 quad copters.Complete gear breakdown by each photographer in the interview.Visual WOW will post photography focused interviews on Fridays.Jack Hartzman & Monica Vidal - www.washingtontalent.comMichael Kress - www.mbkphoto.com...
2020-08-2119 min
The VisualWOW PodcastSunflower photographers meet-up with Michael Kress, Shmulik Almany and Sean O'GradyPhotographers: Jack Hartzman, Monica Vidal, Michael Kress, Alison Tremblay and Shmulik Almany undertake a super bright, extremely hot August morning to show comparison of different photographic styles with the same subjects in the same lighting conditions. This Master Level photo shoot all shot with Canon Cameras and captured on video with the Sony A7III & DJI Phantom 3 quad copters.Video capture by Sean O'Grady (BTS) and David Harris (Quad Copter)Complete gear breakdown by each photographer in the interview.Visual WOW will post photography focused interviews on Fridays.Jack Hartzman & Monica...
2020-08-2118 min