Feb. 3, 2026

Encore: Staying Confident in a Headline-Driven Market with Howard Yaruss

Encore: Staying Confident in a Headline-Driven Market with Howard Yaruss

In case you missed it, be sure to check out this encore episode of The Lebenthal Report, where Michael Hartzman and Dominick Tavella break down the sudden selloff tied to escalating geopolitical uncertainty, including the latest Greenland/NATO tensions and renewed tariff concerns. The big question for investors: is this a real economic deterioration — or market panic driven by unpredictable headlines?

Then they were joined by returning guest Howard Yaruss, economist, NYU professor, and author of Understandable Economics, to discuss what’s really happening beneath the surface: the rising cost of U.S. debt, why foreign demand for Treasuries may be weakening, why gold is surging, and what “black swan” risks investors should actually worry about.

📘 Howard Yaruss’ book: Understandable Economics
🌐 More info: howardyaruss.com