The Lebenthal Report

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....

In the latest 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. With Trump and Harris...

On this encore episode of The Lebenthal Report, Michael and Dominick welcome Dr. Resa E. Lewis and Dr. Adaira Landry to discuss their book, Micro Skills, Small Actions, Big Impact. Together they dive into how their book relates to wealth and life planning, especially during significant life changes. The discussion also covers tackling overwhelming email communications and the importance of breakin...

On this episode of *The Lebenthal Report*, join Michael and Dominic as they revisit their predictions on the Federal Reserve's interest rate cuts and review the market's performance this quarter. From S&P 500 gains to Nasdaq challenges, they provide key insights on how the market is evolving. That's not all—John Eade from Argus Research returns to share his take on the Middle East crisis and its p...

Be sure to check out this encore episode of The Lebenthal Report, where Michael and Dominick welcome molecular biologist, biochemist, and author Tim Harris. Together, they discuss the promising future of gene therapy, the biotech industry's evolution, and the role of technology in driving innovation. They explore the origins of biotechnology, from early breakthroughs like the cloning of the insuli...

On the latest episode of The Lebenthal Report, Michael and Dominick welcome Dr. Resa E. Lewis and Dr. Adaira Landry to discuss their book, Micro Skills, Small Actions, Big Impact. Together they dive into how their book relates to wealth and life planning, especially during significant life changes. The discussion also covers tackling overwhelming email communications and the importance of breaking...

This week on the Lebenthal Report, Michael and Dominick welcome molecular biologist, biochemist, and author Tim Harris. Together, they discuss the promising future of gene therapy, the biotech industry's evolution, and the role of technology in driving innovation. They explore the origins of biotechnology, from early breakthroughs like the cloning of the insulin gene to the pivotal moments that sh...

In case you missed it... check out this encore episode of The Lebenthal Report, where Michael and Dominick welcome back William Lieberman, Founder & Managing Partner of The CEO's Right Hand, a firm specializing in providing top-tier fractional leadership services to growing businesses. Together, they delve into the evolving roles of fractional CEOs and CFOs while touching upon the critical impact...

This week on The Lebenthal Report, Michael and Dominick welcome back William Lieberman, Founder & Managing Partner of The CEO's Right Hand, a firm specializing in providing top-tier fractional leadership services to growing businesses. Together, they delve into the evolving roles of fractional CEOs and CFOs while touching upon the critical impact of private equity in today's economy. William highl...

In the latest episode of The Lebenthal Report, Michael and Dominick welcome back Jon Mackay, Head of Wealth at Schroders. Together they dive deep into the recent market fluctuations, unpacking how a weakening economy and the potential for a recession are stirring up volatility. They discuss the Federal Reserve's anticipated interest rate cuts, with Jon forecasting five cuts this year, including a...

In case you missed it - check out this encore episode of The Lebenthal Report, where Michael and Dominick welcome back Jeff Atwell, Senior VP of FiduciaryxChange. Together, they discuss the latest tax law changes, the impact on employee benefit plans, and significant developments in retirement plans, including the implementation of the Secure Act 2.0. They also explain the intricacies of Required...

This week on The Lebenthal Report, Michael Hartzman welcomes Jeremy Javidi, lead portfolio manager for the Columbia Small Cap Value I and II strategies at Columbia Threadneedle Investments. They dive into the world of small-cap stocks, exploring their pivotal role in the American economy, recent market performance, and the impact of trends like AI and reshoring. From dissecting the Russell 2000 in...

Catch up on the latest episode of The Lebenthal Report, where Michael and Dominick welcome back Jeff Atwell, Senior VP of FiduciaryxChange. Together, they discuss the latest tax law changes, the impact on employee benefit plans, and significant developments in retirement plans, including the implementation of the Secure Act 2.0. They also explain the intricacies of Required Minimum Distributions (...

Check out this encore episode of The Lebenthal Report where Michael and Dominick welcome back Sarah Lieberman, co-founder and principal of The CEO's Right Hand, to discuss the evolving work environment and workforce trends. They explore the shift towards flexible work setups as employees express dissatisfaction with traditional workspaces and seek more autonomy. The conversation delves into the fi...

On the latest episode of the Lebenthal Report, Michael and Dominick delve into mixed market trends, with the Dow slightly down and the S&P and Nasdaq up for the week. They welcome guest James Macey, CFA, CAIA, and Senior Investment Strategist for BNY Mellon. Together, they discuss the potential for a Fed rate cut later in the year, the impact of AI on productivity, and the importance of quality in...

This week on The Lebenthal Report, Michael and Dominick welcome Sarah Lieberman, co-founder and principal of The CEO's Right Hand, to discuss the evolving work environment and workforce trends. They explore the shift towards flexible work setups as employees express dissatisfaction with traditional workspaces and seek more autonomy. The conversation delves into the financial implications of early...

On this week's episode of The Lebenthal Report, Michael and Dominick are joined by Brock Campbell, Head of Global Research and Portfolio Manager at Newton Investments, a division of BNY Mellon. Together they discuss data impacting clients, market trends, energy sector investments, and infrastructure development. They delve into the growth in electricity demand due to AI, trends in fracking and oil...

On this must-listen episode of the Lebenthal Report, Michael and Dominick welcome guest Josh Feuerman, CFA and US Equity Specialist from JP Morgan Asset Management. Together, they discuss a range of timely topics, including personal anecdotes, future plans, and global financial market trends. They explore the performance of the S&P 500, the potential impact of AI on businesses, and the economic im...