The Lebenthal Report

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...

This 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 , wh...

In 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 f...

In 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 h...

On 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 in...

In case you missed it...  Michael & Dominic delivered a full-spectrum market briefing—breaking down stock market volatility, sector performance, bond market signals, and inflation trends. They explore how tariffs, Fed moves, and political noise are shaping investor sentiment and the broader economic outlook.   Don't miss this timely episode packed with sharp insights and clear takeaways.   Lebenth...

In 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, Executiv...

In 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 Direct...

Michael & Dominic deliver a full-spectrum market briefing—breaking down stock market volatility, sector performance, bond market signals, and inflation trends. They explore how tariffs, Fed moves, and political noise are shaping investor sentiment and the broader economic outlook.   Don't miss this timely episode packed with sharp insights and clear takeaways.     Lebenthal Global Advisors, LLC is...