The Lebenthal Report

Markets are rallying despite rising oil prices, inflation concerns, and geopolitical tension in the Middle East — so what's really driving stocks higher?   In this episode of  The Lebenthal Report , Michael Hartzman and Dominick Tavella sit down with Mark Peterson of BlackRock to break down: Why the economy keeps outperforming expectations How AI is reshaping global markets and investments Whether...

What's really happening inside America's small businesses as we move through 2026? In this episode of The Lebenthal Report Podcast, Dominick Tavella and Tracy Byrnes sit down with returning guest Jeff Oak of Vistage to break down the latest CEO confidence data, Q1 2026 market trends, and the evolving outlook for small businesses. From AI adoption and hiring challenges to inflation, tariffs, and co...

Are markets ignoring reality—or is the economy stronger than the headlines suggest? In this episode of The Lebenthal Report, we break down the surprising resilience of the U.S. economy despite rising geopolitical tensions, higher oil prices, and ongoing global uncertainty. 📊 Key topics covered: Why the S&P 500, Dow, and Nasdaq are rising despite global conflict The real impact of rising oil and g...

In this episode of The Lebenthal Report , Michael Hartzman and guest co-host Andrew Gilmartin break down the latest market movements, Federal Reserve developments, and the real impact of global headlines on investing in 2026. Despite geopolitical tensions and rapidly shifting news cycles, markets have remained surprisingly resilient, with strong year-to-date gains across the S&P 500, Dow, and Nasd...

In case you missed it, check out this encore episode where we unpacked what was really driving markets during a time of global uncertainty. With geopolitical tensions rising, oil shocks hitting global markets, and nonstop headline risk, investors were asking one question: why was the market holding up so well? In this episode, Michael Hartzman and Andrew Gilmartin were joined by Jack Manley (J.P....

The world feels chaotic… What's really driving markets right now? With geopolitical tensions rising, oil shocks hitting global markets, and nonstop headline risk, investors are asking one question: why is the market holding up so well? In this episode, Michael Hartzman and Andrew Gilmartin are joined by Jack Manley (J.P. Morgan Global Market Strategist)  to break it all down. They cover: Why marke...

In this encore episode of The Lebenthal Report, Michael Hartzman and  Dominick Tavella  break down a rapidly shifting market landscape driven by geopolitical tension, rising oil prices, and growing uncertainty. With major indices pulling back and oil nearing critical levels, the big question becomes:  is there an off-ramp—or are markets heading for more turbulence? They're joined by  returning gue...

In this episode of The Lebenthal Report, Michael Hartzman and Dominick Tavella break down a rapidly shifting market landscape driven by geopolitical tension, rising oil prices, and growing uncertainty. With major indices pulling back and oil nearing critical levels, the big question becomes: is there an off-ramp—or are markets heading for more turbulence? They're joined by returning guest John Ead...

Markets are under pressure as oil prices surge and geopolitical tensions escalate. But beyond the headlines, a different kind of transformation is happening — one that's far more personal. In this episode of The Lebenthal Report , Michael Hartzman and Dominick Tavella break down: The market impact of rising oil prices and global conflict Why gas prices are climbing despite strong U.S. supply The g...

Oil spikes. Markets wobble. But the bigger story may be how resilient the economy actually is. This week on The Lebenthal Report , Michael Hartzman and Dominick Tavella discuss the market reaction to geopolitical tensions in the Middle East, rising oil prices, and what it really means for investors. Despite alarming headlines — oil briefly hitting $120 per barrel and fears about the Strait of Horm...

In this episode of The Lebenthal Report , Michael and Dominick welcome special guest Peter Schwartz , longtime sports broadcaster and on-air personality at WFAN and host of the Sports Bash . Peter shares his journey from a lifelong sports fan to a respected voice in sports media, including his early days working at Sports Phone, his career at major radio stations like WABC , and covering some of t...

Supreme Court shocks markets. Tariffs return. CEOs turn cautiously optimistic. This week on The Lebenthal Report , Michael Hartzman and Dominic Tavella break down a volatile stretch in the markets — from the Supreme Court's ruling on tariffs to renewed uncertainty and an 800-point market swing. Then, returning guest Jeff Oak (Vistage Chair) joins the show to discuss the latest Vistage CEO Confiden...

After six weeks of market action, the S&P 500 is… exactly flat. Meanwhile, the Nasdaq is down, the Dow is up, value stocks are outperforming growth, and international markets are quietly leading the pack. So what's really going on? In this episode of The Lebenthal Report , Michael Hartzman and Dominick Tavella break down: The growing divergence between growth and value Why AI-related stocks are ge...

The Magnificent 7 are struggling. The NASDAQ is negative. Gold just hit $5,000. Meanwhile, international markets are quietly surging — and small cap stocks are ripping higher. What's really going on?   In this episode, Michael Hartzman and Dominick Tavella break down: Why Big Tech earnings weren't "good enough" for Wall Street Whether the AI spending boom is a bubble… or the next internet Why the...

In case you missed it, be sure to check out this encore episode of  The Lebenthal Report , where Michael Hartzman  and  Dominick Tavella  break down the sudden selloff tied to escalating geopolitical uncertainty, including the latest Greenland/NATO tensions and renewed tariff concerns. The big question for investors:  is this a real economic deterioration — or market panic driven by unpredictable...

In case you missed it, we're replaying a timely episode of The Lebenthal Report that speaks directly to today's market environment. Markets opened the year on a strong note, but headline risk and global uncertainty quickly came into focus. In this episode, we discuss how investors can stay grounded in fundamentals while navigating unpredictable news cycles. Michael and Dominick are joined by Dr. B...

Markets were in decent shape early in 2026 — until headline risk came roaring back. In this episode of The Lebenthal Report , Michael Hartzman and Dominick Tavella break down the sudden selloff tied to escalating geopolitical uncertainty, including the latest Greenland/NATO tensions and renewed tariff concerns. The big question for investors: is this a real economic deterioration — or market panic...

Markets opened the year on a strong note, but headline risk and global uncertainty are rising. In this episode of The Lebenthal Report , we discuss how investors can stay focused on fundamentals while navigating unpredictable news cycles. We're joined by Dr. Bobby Hoffman , author of The Paradox of Passion: How Rewards Covertly Control Motivation , to explore the psychology behind motivation, pass...

Markets closed out 2025 with strong gains — surprising many investors who expected recession risk, tariff-driven disruption, and renewed volatility. In this encore episode of The Lebenthal Report , Michael Hartzman and Dominick Tavella break down what powered the market's resilience, why AI and data center expansion could shape the 2026 narrative, what to watch from interest rates amid a shifting...

Markets closed 2025 with strong gains, surprising many who expected recession risk and tariff-driven disruption. In this episode of The Lebenthal Report, Michael Hartzman and Dominick Tavella break down what drove the year's resilience, why AI and data centers could dominate the 2026 narrative, what to expect from interest rates and the Fed transition, and how a potential wave of tax refunds could...

In this encore episode The Lebenthal Report , Author and Bloomberg News reporter  Charlie Wells joined us to discuss his book What Happened to Millennials: In Defense of a Generation . Drawing from hundreds of hours of interviews with five Millennials from wildly different backgrounds — alongside hard data and economic context — Wells explains what really happened to this cohort's finances, career...

In this encore episode, markets head into Thanksgiving with a bit more chop—even after a strong year—especially in last year's standout winners like tech, AI-linked names, and Bitcoin plays. Michael Hartzman and Dominic Tavella unpack what's driving the pullback, why healthcare has quietly led November, and how a healthy valuation reset can help set the stage for the next leg higher. Then we're jo...

This week on  The Lebenthal Report , Author and Bloomberg News reporter  Charlie Wells  joins us to discuss his book  What Happened to Millennials: In Defense of a Generation . Drawing from hundreds of hours of interviews with five Millennials from wildly different backgrounds — alongside hard data and economic context — Wells explains what really happened to this cohort's finances, careers, and l...

In this encore episode of  The Lebenthal Report , Michael Hartzman and guest co-host Tracy Byrnes sit down with John Eade, President and Chairman of the Investment Policy Committee at Argus Research, for a deep-dive into today's market landscape. They tackle everything from the so-called  "AI bubble"  claims to the surge in utilities, data center infrastructure spending, and what investors may be...

Markets are heading into Thanksgiving with a little more chop, even after a strong year — especially in last year's standout winners like tech, AI-linked names, and Bitcoin plays. Michael Hartzman and Dominic Tavella explain what's driving the pullback, why healthcare has quietly led November, and how healthy valuation resets can set the stage for the next leg higher.   Then we're joined by return...