The Lebenthal Report

Business and Economic News     Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about...

Business and Economic News       Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information abou...

How could artificial intelligence, inflation, and interest rates influence the stock market and economic outlook? In this encore episode of The Lebenthal Report , host Michael Hartzman and guest co-host Scott Hartzman revisit their conversation with Jordan Jackson, Executive Director and Global Market Strategist at J.P. Morgan Asset Management , exploring the economic trends, investment opportunit...

Life changes—and your life insurance coverage may need to change with it. In this encore episode of The Lebenthal Report , Michael Hartzman and Dominick Tavella revisit their conversation with Thomas McKay, CLU®, ChFC®, Director of Advanced Sales at Crump Life Insurance Services , to explore the importance of reviewing existing life insurance policies and how coverage needs can evolve over time. A...

Business and Economic News       Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information abou...

Is your life insurance policy still meeting your needs?   On this episode of The Lebenthal Report , Michael Hartzman and Dominick Tavella welcome Thomas McKay, CLU®, ChFC®, Director of Advanced Sales at Crump Life Insurance Services , for a discussion about life insurance policy reviews and how coverage needs can evolve over time.   A policy purchased years—or even decades—ago may have originally...

Africa is emerging as an increasingly important part of the global economy. Where are the opportunities—and what should investors understand about the continent's changing economic landscape? In this encore episode of The Lebenthal Report , Michael Hartzman and Dominick Tavella revisit their conversation with Witney Schneidman , former Deputy Assistant Secretary of State for African Affairs and au...

ENCORE EPISODE | The Market Beyond Big Tech As the market broadens beyond Big Tech and the Magnificent 7, where could new opportunities be emerging? In this encore episode of The Lebenthal Report , Michael Hartzman and Dominick Tavella are joined by Greg Scozzari, CFA, Senior Vice President, Investment Strategies at BNY , for a wide-ranging discussion on equity markets, artificial intelligence, in...

Africa is emerging as an increasingly important part of the global economy. Where are the opportunities—and what should investors understand about the continent's changing economic landscape? In this episode of  The Lebenthal Report , Michael Hartzman and Dominick Tavella sit down with  Witney Schneidman , former Deputy Assistant Secretary of State for African Affairs and author of  This Africa Id...

The Market Beyond Big Tech   As the market broadens beyond Big Tech and the Magnificent 7, where could new opportunities be emerging? On this episode of The Lebenthal Report , Michael Hartzman and Dominick Tavella are joined by Greg Scozzari, CFA, Senior Vice President, Investment Strategies at BNY , for a wide-ranging discussion on equity markets, artificial intelligence, interest rates and the e...

As America marks 250 years since the Declaration of Independence, what can our history tell us about the future of democracy, law, and governance?   On this episode of The Lebenthal Report , Michael Hartzman and Dominick Tavella welcome Harvard Law Professor Alexandra Natapoff , co-editor with Professor Guy-Uriel Charles of America Unfinished: 250 Years of Law and Governance .   Featuring essays f...

In this episode of The Lebenthal Report , Michael Hartzman and Dominick Tavella sit down with Greg Starita of J.P. Morgan Asset Management to discuss 529 plans, college savings, and how families can prepare for the rising cost of education.   From getting started with automatic contributions to putting the power of compounding to work, Greg explains practical strategies parents and grandparents ca...

In this encore presentation of The Lebenthal Report , we revisit the Q2 2026 Vistage CEO Confidence Index and what it reveals about the outlook among small and midsize business leaders. While 64% of CEOs expect revenue growth, only 48% anticipate higher profits—highlighting the continued pressure on margins. Q2 highlights: • CEO Confidence Index: 84.2 • Revenue growth: 64% • Profit growth: 48% • H...

Q2 CEO Outlook: Growth Holds, Margins Tighten   The Q2 2026 Vistage CEO Confidence Index reveals cautious optimism among small and midsize business leaders. While 64% of CEOs expect revenue growth, only 48% anticipate higher profits—highlighting continued pressure on margins.   Q2 highlights: • CEO Confidence Index: 84.2 • Revenue growth: 64% • Profit growth: 48% • Hiring growth: 50%   In this epi...

Encore Episode: Markets remain near record highs—but what's really driving the rally? In case you missed it, we're revisiting this timely conversation as Michael Hartzman and Dominick Tavella break down the forces that have continued to support the markets despite ongoing geopolitical uncertainty. In this encore episode, they discuss how strong corporate earnings, continued investment in artificia...

Markets remain near record highs—but what's really driving the rally?   In this July Market Update, Michael Hartzman and Dominick Tavella discuss why strong corporate earnings, continued AI investment, and resilient consumer spending have helped support the markets despite ongoing geopolitical uncertainty.   They also explain why semiconductor companies have become the biggest earnings driver in t...

In case you missed it... Markets continued climbing despite geopolitical turmoil—but what's really driving stocks higher? In this encore episode of The Lebenthal Report , Michael Hartzman and Dominick Tavella discuss why markets remained resilient despite global uncertainty, why diversified portfolios outperformed, and what investors should watch as market conditions continue to evolve. They are j...

In case you missed it... This week, we're replaying one of our most popular conversations on one of the biggest changes in college sports: Name, Image & Likeness (NIL). In this encore episode of The Lebenthal Report , Michael Hartzman and Dominick Tavella sit down with Leda Zukowski of New York Life to explore how NIL is transforming college athletics—and what student athletes, parents, and famili...

Markets continued climbing despite geopolitical turmoil—but what's really driving stocks higher? This week on The Lebenthal Report , Michael Hartzman and Dominick Tavella discuss why markets have remained resilient despite global uncertainty, why diversified portfolios are outperforming, and what investors should watch during the second half of 2026. Joining the conversation is Harold Bollaci, Esq...

How is NIL (Name, Image & Likeness) changing college sports—and what does it mean for student athletes and their families? In this episode of  The Lebenthal Report , Michael Hartzman and Dominick Tavella welcome  Leda Zukowski of New York Life  to discuss the rapidly evolving world of NIL and the financial opportunities—and risks—it creates. Topics include: How college athletes earn money through...

Markets are rallying despite rising oil prices, inflation concerns, and escalating geopolitical tensions in the Middle East—but what's really driving stocks higher? In this encore episode of The Lebenthal Report , Michael Hartzman and Dominick Tavella sit down with Mark Peterson of BlackRock to explore the forces shaping today's markets and why the economy continues to defy expectations. 📊 Topics...

Are markets ignoring reality—or is the economy stronger than the headlines suggest? In this encore presentation of The Lebenthal Report , we revisit a timely conversation exploring the surprising resilience of the U.S. economy amid geopolitical tensions, rising oil prices, and persistent global uncertainty. 📊 Topics covered: • Why the S&P 500, Dow, and Nasdaq continued to climb despite global con...

The stock market continues to push toward new highs, but what does that mean for bonds, interest rates, and investors seeking income? This week on The Lebenthal Report , Michael Hartzman and Dominic Tavella welcome Julio Bonilla, CFA, Portfolio Manager at Schroders , for an in-depth discussion on fixed income opportunities, Treasury yields, inflation, AI-driven economic growth, and what investors...

Markets are rising. Headlines are noisy. So what's driving investors? This week on The Lebenthal Report , Michael Hartzman and Dominic Tavella tackle one of the most common client questions: Why does the market continue to move higher despite ongoing geopolitical tension, elevated energy costs, and uncertainty around inflation and interest rates? The conversation explores the disconnect between ma...

What's really happening inside America's small businesses as we move through 2026? In this encore presentation of The Lebenthal Report Podcast, Dominick Tavella and Tracy Byrnes welcome back Jeff Oak of Vistage to revisit a timely conversation on CEO confidence, Q1 2026 market trends, and the evolving outlook for small businesses. From AI adoption and hiring challenges to inflation, tariffs, and c...