Encore: The $150 Oil Question: Recession or Recovery?
In this encore episode of The Lebenthal Report, Michael Hartzman and Dominick Tavella break down a rapidly shifting market landscape driven by geopolitical tension, rising oil prices, and growing uncertainty.
With major indices pulling back and oil nearing critical levels, the big question becomes: is there an off-ramp—or are markets heading for more turbulence?
They’re joined by returning guest John Eade, President & CEO of Argus Research, a trusted voice who has appeared on the show multiple times, to provide insight into today’s volatile environment.
Together, they discuss:
- The impact of rising oil prices on inflation and consumers
- Why markets have pulled back—but not panicked
- The outlook for interest rates and Fed policy
- Whether recession fears are justified
- Why the long-term bull market may still be intact
- Where AI-driven opportunities are emerging beyond big tech
Despite short-term uncertainty, strong fundamentals—from consumer balance sheets to continued investment in AI—may still support markets going forward.
Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC’s website at www.adviserinfo.sec.gov._ Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA’s BrokerCheck website, https://brokercheck.finra.org/