The Lebenthal Report

Check 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 generat...

In 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 dro...

In case you missed it... On this encore episode of The Lebenthal Report , Dominick and Michael are joined by Robert (Bob) Kaynor, CFA, Head of U.S. Small and Mid-Cap Equities at Schroders, for a deep dive into the recent wave of market volatility and the unusual dual sell-off in both stocks and bonds. Together, they explore the real triggers behind the correction—was it driven by true economic pre...

On 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,...

In 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...

On this week's episode of The Lebenthal Report, Dominick and Michael welcome guest Robert (Bob) Kaynor, CFA, Head of U.S. Small and Mid-Cap Equities from Schroders to unpack the recent wave of market volatility and the surprising dual sell-off in both stocks and bonds. They explore what triggered the correction—was it truly economic pressure or a self-inflicted wound from tariff policy and mixed m...

  Michael and Dominick break down the latest market trends, insurance must-knows, and economic policies shaping our financial future. Special guest Gary Slavin sheds light on key insurance insights, from umbrella policies to windstorm coverage. Don't miss this deep dive into protecting your assets and navigating the complexities of insurance! Lebenthal Global Advisors, LLC is a registered investme...

In this episode of The Lebenthal Report , we welcome back Kristia Adrian , Executive Director, 529 specialist at JP Morgan Asset Management , who brings her expertise in education savings strategies. Michael, Dominick, and Kris dive deep into 529 college savings plans —breaking down their benefits, recent financial aid updates, and how they fit into your long-term education planning. Plus, they di...

In case you missed it, here's another chance to catch this insightful episode of The Lebenthal Report ! We take a deep dive into market trends, small business confidence, and the latest fluctuations in the CEO Confidence Index with special guest Jeff Oak from Vistage. With CEO sentiment experiencing a dramatic rise in December followed by a sharp decline in February, we explore what's driving this...

In 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 writi...

This week on  The Lebenthal Report , we take a deep dive into market trends, small business confidence, and the latest fluctuations in the CEO Confidence Index with special guest Jeff Oak from Vistage. With CEO sentiment experiencing a dramatic rise in December followed by a sharp decline in February, we explore what's driving this volatility and what it could mean for the broader economy. We also...

In 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 im...

In case you missed it- be sure to check out this encore episode of The Lebenthal Report, where Michael and Dominick welcome Amanda Gallagher, Managing Director, Global Head of Data and Tech Solutions at New York Life Investments , for an in-depth discussion on AI's growing influence in finance, medicine, cybersecurity, and beyond. Together they analyzed the market's performance in January and deba...

From Black Swan events to Trump's tariffs, Bitcoin's future, and AI in biotech—this week's episode of The Lebenthal Report is a must-listen. Returning guest Michael "Macro Mike" Logalbo joins as today's guest host, bringing his expertise on geopolitical risks, inflation, and investment strategies.  The discussion covers market volatility, the potential impact of stock buybacks, the rise of soverei...

This week on the Lebenthal Report, Michael and Dominick welcomed  Amanda Gallagher, Managing Director, Global Head of Data and Tech Solutions at New York Life Investments , for an in-depth discussion on AI's growing influence in finance, medicine, cybersecurity, and beyond. Together they analyzed the market's performance in January and debated the impact of Deep Seek, a Chinese AI company claiming...

On this episode of The Lebenthal Report , Michael and Dominick welcome back guest Scott Passeser. Scott is an accomplished executive recruiter with extensive experience hosting Job Line on News 12 and Radio Job Line . Together, they discuss the state of the job market and economy, including the impact of job numbers, market performance, and mass deportations. They dive into the importance of netwo...

On our first episode of 2025, Michael and Dominick welcome back client favorite, Harold A. Bollaci,   esteemed attorney specializing in estate planning, elder law, and asset protection strategies. The episode dives into critical financial and legal topics, including updates to state tax laws, market performance in 2024, and the potential impact of a new administration's policies. The discussion em...

The final podcast episode of the year reflected on 2024's market resilience and set the stage for 2025. Michael and Dominick discussed strong performances in sectors like technology and communication services, the impact of AI on energy demand, and potential investment opportunities in natural gas and infrastructure. They emphasized actionable steps, including rebalancing 401(k)/403(b) accounts, m...

The final podcast episode of the year reflected on 2024's market resilience and set the stage for 2025. Michael and Dominick discussed strong performances in sectors like technology and communication services, the impact of AI on energy demand, and potential investment opportunities in natural gas and infrastructure. They emphasized actionable steps, including rebalancing 401(k)/403(b) accounts, m...

This encore episode of The Lebenthal Report, Michael and Dominick analyzed the stock market's performance, highlighting trends in the S&P 500, Dow, Nasdaq, and the strength of smaller companies in the Russell 2000. They discussed the economic implications of tariffs, America First policies, and potential changes to tax laws, including estate taxes and capital gains as the 2017 tax law approaches i...

This week on The Lebenthal Report, Michael and Dominick analyzed the stock market's performance, highlighting trends in the S&P 500, Dow, Nasdaq, and the strength of smaller companies in the Russell 2000. They discussed the economic implications of tariffs, America First policies, and potential changes to tax laws, including estate taxes and capital gains as the 2017 tax law approaches its 2026 su...

On this episode of The Lebenthal Report, Michael & Dominick welcome award-winning graphic novelist, painter, and frequent cover artist for The New Yorker, Eric Drooker. Together they dive into the unique struggles successful artists face, from the pressures of fame and wealth to the pursuit of true fulfillment. Using examples like Rauschenberg, Rosenquist, and Kerouac, they discuss how legacy ofte...

In case you missed it- check out this encore episode of The Lebenthal Report, where Dominick and Michael dive into the unpredictable landscape of the upcoming U.S. presidential election and its potential impact on the economy. They focus on a proactive approach to managing client investments during periods of heightened market volatility, choosing to rely on economic data and leading indicators ov...

In this episode of The Lebenthal Report, Dominick and Michael dive into the unpredictable landscape of the upcoming U.S. presidential election and its potential impact on the economy. They focus on a proactive approach to managing client investments during periods of heightened market volatility, choosing to rely on economic data and leading indicators over political noise. The hosts analyze the i...

In 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....