The Lebenthal Report

This week on The Lebenthal Report we welcome Steven Friedman from MacKay Shields.  Steve is a Managing Director and Co-Head of Macro and Quantitative Solutions. He also serves as Senior Macroeconomist for the Global Credit and Global Fixed Income teams and Chair of their Investment Policy Committee.  Michael and Dominick talk about the Federal Reserve with Steve and touch upon many of our clients'...

This week on the Lebenthal Report we welcome Keynote Speaker & Author, Brittany Hodak. Brittany Hodak, is an award-winning marketing expert and customer experience speaker, she holds a master's degree in marketing and is the author of "Creating Superfans". Over the years, she oversaw multi-million-dollar and award-winning campaigns for Johnson & Johnson, A&E Television and LG. Michael and Dominick...

This week on the Lebenthal Report we are excited to welcome guest Jack Manley. Jack Manley, vice president, is a Global Market Strategist on the J.P. Morgan Asset Management Global Market Insights Strategy Team. Jack is responsible for delivering timely market and economic commentary to institutional and retail clients across the United States and Canada. In addition, he is a contributor to the J....

This week on the Lebenthal Report we welcome author, Douglas Bauer. Michael and Dominick go into detail with Doug about how he was inspired for his newest novel, The Beckoning World, which was released Fall of 2022. Doug also discusses how to get into the business of being a writer. Doug's vast experience and knowledge are something to aspire to. He is the author of three previous novels — Dexteri...

This week on the Lebenthal Report we welcome back returning guest Kristia Adrian. Kristia Kris Adrian, Executive Director, serves as the 529 Specialist for J.P. Morgan Asset Management. In her role, Kris travels throughout the country to educate clients and advisors on college planning and The Advisor-Guided 529 Plan using College Planning Essentials. Kris helps navigate a simplified explanation o...

This week on The Lebenthal Report, we welcome back Managing Director & Global Market Strategist at J.P. Morgan, David Lebovitz. In this role, David is responsible for delivering timely market and economic insights to clients across the country. David helped build the Market Insights program in the United Kingdom and Europe has appeared on both Bloomberg TV and CNBC and is often quoted in the finan...

This week on The Lebenthal Report we welcome back returning guest Harold Bollaci. Harold A. Bollaci, P.C. has been practicing law in Nassau County and New York City for almost 20 years, specializing in elder law, estate planning, estate administration, and estate litigation. Michael and Dominick go in depth with Harold about the upcoming changes in Medicaid rules that are going into effect in 2024...

This week on the Lebenthal Report we welcome back Lauren Goodwin, CFA. Michael and Dominick catch up with Lauren to discuss the outlook of 2023. Lauren helps us make sense of the recent news cycle and how it may affect the current market. She also touches upon growth vs value and where the opportunities lie in US equity versus International equity. Lauren Goodwin, CFA, is an Economist & Director o...

This week on the Lebenthal Report Michael and Dominick welcome back Roberta Eckert. Roberta Eckert is a Vice President of the Nationwide Retirement Institute where she is passionate about preparing clients, plan sponsors and plan participants as they navigate the changing world of retirement planning. Her areas of focus are Retirement Income planning and distribution, Long-term Care and Affluent I...

This week on the Lebenthal Report Michael and Dominick welcome back Roberta Eckert. Roberta Eckert is a Vice President of the Nationwide Retirement Institute where she is passionate about preparing clients, plan sponsors and plan participants as they navigate the changing world of retirement planning. Her areas of focus are Retirement Income planning and distribution, Long-term Care and Affluent I...

This week on The Lebenthal Report we are excited to welcome Ty Burr. Ty Burr was a film critic and pop culture columnist for The Boston Globe for two decades, from 2002 to 2021. He currently writes "Ty Burr's Watch List" (tyburrswatchlist.substack.com), a popular e-newsletter for movie and TV recommendations—including streaming ones—and cultural commentary. He is the author of the critically accla...

On this episode of the Lebenthal Report, Michael and Dominick welcome back Jonathan Mackay from Schroders.  Johnathan discusses the current market and how we can make sense of the craziness we've been seeing.  Jonathan Mackay is the Head of Platform Distribution at Schroders, which involves working in partnership with Hartford Funds to represent our strategies to financial advisors and intermediar...

For our debut show of 2023, we welcome American TV producer Natasha Lance Rogoff to discuss her memoir, Muppets in Moscow: The Unexpected Crazy True Story of Making Sesame Street in Russia, which Rowman & Littlefield published recently. It chronicles Natasha's experience producing a Russian version of Sesame Street in post-Soviet Union Russia. It falls under the category of "And you thought your j...

As our final podcast for 2022 Michael and Dominick wrap up by reviewing the year and discuss what we may expect in 2023. Happy New Year to all our listeners!

As our final podcast for 2022 Michael and Dominick wrap up by reviewing the year and discuss what we may expect in 2023. Happy New Year to all our listeners!

As our final podcast for 2022 Michael and Dominick wrap up by reviewing the year and discuss what we may expect in 2023. Happy New Year to all our listeners!

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On this week's Lebenthal Report we welcome Scott Passeser. Scott is one of Long Island's most respected business leaders and is deeply connected with the Long Island business community. Scott currently hosts Radio Jobline every Saturday afternoon from 2-3 PM and formerly hosted one of the region's most watched business television programs, News 12 Long Island's Jobline from 1989- 2013. Scott has b...

This week on The Lebenthal Report Michael and Dominick discuss if the recent rally can last with returning guest Jake Jolly. Jake Jolly, CFA is a Senior Investment Strategist at BNY Mellon Investment Management. In this role, he is a primary contact for the firm's largest and most complex clients, providing ongoing updates on the market outlook, investment philosophy, process, and performance acro...

This week on The Lebenthal Report Michael and Dominick discuss if the recent rally can last with returning guest Jake Jolly. Jake Jolly, CFA is a Senior Investment Strategist at BNY Mellon Investment Management. In this role, he is a primary contact for the firm's largest and most complex clients, providing ongoing updates on the market outlook, investment philosophy, process, and performance acro...

In this episode of The Lebenthal Report, Michael and Dominick give us a current market update. We dive deep into the current financial landscape to provide you with crucial insights on navigating through uncertain times. Join us as we analyze recent market trends, discuss the impact of global events on various sectors, and explore potential investment strategies.

This week on The Lebenthal Report Michael and Dominick discuss if the recent rally can last with returning guest Jake Jolly. Jake Jolly, CFA is a Senior Investment Strategist at BNY Mellon Investment Management. In this role, he is a primary contact for the firm's largest and most complex clients, providing ongoing updates on the market outlook, investment philosophy, process, and performance acro...

This week on The Lebenthal Report we welcome James Geraghty. James Geraghty has been a director of eight NASDAQ-listed biotech companies and chair of five. He's worked on orphan drugs for over forty years—as a strategy consultant, a CEO, a leader of pioneering international operations at Genzyme, and a venture entrepreneur. As a biotechnology executive, he has been a passionate participant in the...