The Lebenthal Report

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...

In this week's 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 ove...

After years of underperformance, international equities are surging — with the MSCI EAFE up 27% and Emerging Markets soaring 33.5% this year. In this encore episode of The Lebenthal Report , hosts Michael Hartzman and Dominick Tavella revisit their conversation with Anjali Balani, Managing Director at JPMorgan Asset Management , to unpack the forces driving this global rally: ✅ The "CVS" framewor...

After years of lagging behind, international equities  are making a powerful return — with the MSCI EAFE up 27%  and Emerging Markets up 33.5%  this year.   In this episode of The Lebenthal Report , hosts Michael Hartzman  and Dominick Tavella  sit down with Anjali Balani , Managing Director at JPMorgan Asset Management , to break down the drivers behind the surge: ✅ The "CVS" framework — Currenc...

October is  Long-Term Care (LTC) Planning Month , and there's no better time to talk about planning for the future. In this encore episode of  The Lebenthal Report , hosts  Michael Hartzman  and  Tracy Burns  sit down with  Rick Stewart , Regional Director at  Crump Insurance , to unpack everything you need to know about  long-term care insurance  — what it covers, when to consider it, and how it...

In case you missed it, check out this encore episode of The Lebenthal Report , where  Michael Hartzman  and  Dominick Tavella  sit down with  David Eliot , PhD candidate and author of  Artificially Intelligent: The Very Human Story of AI . Together they explore how artificial intelligence is reshaping our economy, the future of work, and everyday life — often in ways we don't even realize. They di...

October is Long-Term Care (LTC) Planning Month , and there's no better time to talk about planning for the future. In this episode of The Lebenthal Report , hosts Michael Hartzman and Tracy Burns sit down with Rick Stewart , Regional Director at Crump Insurance , to unpack everything you need to know about long-term care insurance — what it covers, when to consider it, and how it fits into your br...

In this episode of The Lebenthal Report , Michael Hartzman and Dominick Tavella sit down with David Eliot , PhD candidate and author of Artificially Intelligent: The Very Human Story of AI . Together they explore how artificial intelligence is reshaping our economy, the future of work, and everyday life — often in ways we don't even realize. They discuss the AI arms race among tech giants, the ene...

  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 wond...

In this encore episode of The Lebenthal Report , Michael Hartzman and Dominick Tavella sit down with NYU professor and author Howard Yaruss ( Understandable Economics ) to unpack today's most pressing financial topics. From Social Security solvency and inflation to the gig economy, tariffs, and cryptocurrencies, Yaruss offers clear, straightforward insights into how economic policy shapes our dail...

Markets are shifting, and small businesses are adapting. In this encore episode of The Lebenthal Report , Dominick and guest host Tracy Byrnes review last week's market performance and sit down with Vistage Chair Jeff Oak to uncover how small business CEOs are navigating 2025. In this episode: Market recap: Russell 2000 rally & potential September rate cut The squeeze on small business margins fro...

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" i...

We're revisiting a standout conversation packed with timely insights on today's market environment. Despite record highs, uncertainty looms—and this discussion breaks down the signals investors can't afford to ignore. Host Dominick Tavella and guest host Tracy Byrnes welcome back James Macey, Senior Investment Strategist at BNY Investments , to explore: CPI data fueling 90% expectations for rate c...

In this episode of The Lebenthal Report , Michael Hartzman and Dominick Tavella sit down with NYU professor and author Howard Yaruss ( Understandable Economics ) to unpack today's most pressing financial topics. From Social Security solvency and inflation to the gig economy, tariffs, and cryptocurrencies, Yaruss offers straightforward insights into how economic policy shapes our daily lives. A mus...

Markets are shifting, and small businesses are adapting. 📊 In this new episode of the Lebenthal Report, Dominick & guest host Tracy Byrnes break down last week's performance and sit down with  Vistage Chair Jeff Oak to uncover how small business CEOs are navigating 2025: 📌 What you'll learn in this episode: Market recap: Russell 2000 rally & potential September rate cut How tariffs & rising cost...

The latest episode of The Lebenthal Report examines the market's mixed signals as we reach record highs despite ongoing economic uncertainty. Host Dominick Tavella and guest host Tracy Byrnes welcome back James Macey, Senior Investment Strategist from BNY Investments, for timely market insights. Key takeaways: CPI data fuels 90% expectations for rate cuts Just 10 AI companies drive 80% of S&P perf...

This episode of The Lebenthal Report dives into market trends and the Fed's next move , exploring whether rate hikes are truly done or simply on pause. John Eade, President of Argus Research, joins as guest co-host to break down job growth, inflation data, and equity positioning —from mega-cap tech resilience to sector rotation into small caps. The team also examines fixed income opportunities ami...

In case you missed last week's episode, enjoy this encore of The Lebenthal Report , where Michael and Dominick are joined by  Tracy Byrnes, CDFA® — Vice President of Women & Investing at Lebenthal Global Advisors . Tracy shares expert insights on the  current stock market outlook , what investors should watch right now, and actionable strategies for navigating today's volatile markets.   They also...